

Cisco Buys Splunk and Tech IPOs
Sep 21, 2023
Cisco's $28 billion acquisition of Splunk, the state of the IPO market, networking's impact on transportation, Microsoft integrating AI, UK's regulatory position, emergence of AI-powered assistant duckbill, advantages of private credit
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Cisco's Acquisition of Splunk and Its Implications
01:33 • 5min
M&A to IPOs and The Network Effect in Transportation
06:55 • 2min
Rise of Private Credit and Impact on Technology Companies
09:10 • 9min
Microsoft's Integration of AI into Existing Platforms
18:05 • 10min
Regulation, UK's Position, and Tech Expansion
28:33 • 4min
Emergence of AI-powered personal assistant duckbill
32:46 • 11min
Advantages of Private Credit and Distorted Prices in the Distress Market
43:22 • 4min