Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
New York
Joined December 2021
- Tweets656
- Following747
- Followers1.2K
- Likes760
Pinned Tweet
BIG SPACEX SCOOP WITH @coryweinberg
> Musk will have super voting shares in a dual-class structure
> He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”
SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin
AI startups raise money fast and at high valuation. VC has to keep up.
They’re offering their LPs to co-invest, getting warehouse
loans from JPM and raising new funds faster than ever.
Exclusive from @julia_hornstein
theinformation.com/articles/…
Scoop w/ @_pheebini: SB Energy is considering going public in December or possibly waiting until next year.
That is a later timeline than previously expected. Back in the summer, the data center developer was aiming to go public as soon as September.
theinformation.com/articles/…
Valida Pau retweeted
SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau theinformation.com/articles/…
SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion.
theinformation.com/articles/…
Valida Pau retweeted
👀news about the neocloud liquidity & credit crisis:
Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO
SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.
Elon Musk said Tuesday SpaceX and Tesla have formed special committees to explore a potential merger.
This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire of electric cars, rocket launch, satellite and AI businesses.
theinformation.com/briefings…
NEW w/ @julia_hornstein: $PANW CEO's daughter Ayesha Arora-Hughes is raising a $100M+ fund to back AI startups. Nikesh Arora is advising her.
theinformation.com/newslette…
No doubt Nikesh is a seasoned exec w/ lots of experience with startups. Throwback to
theinformation.com/articles/…
Valida Pau retweeted
Tesla has been working on this demo for the better part of the year.
I wrote in August for @TheInformation about what the demonstration would entail and some of the inspirations for the vehicle, including the SR-71 Blackbird spy plane and Lamborghini Countach.
