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by aprilthird2021
309 days ago
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> Google's deal with Windsurf is structured that way because they likely could not directly acquire, or were not confident that it would have gotten past the antitrust. A signal for that is such deal increased in last few years after FTC refused to allow any deal over $100M or so. Any proof of this? It's quite speculative. Also FTC scrutiny is not escaped if you only acquire a percentage of a company to avoid antitrust scrutiny (as you claim Meta did, speaking of which...) > Meta would have acquired scale ai in older times According to reporting, Meta was solely interested in Wang and his inner circle, and did not want to acquire a significant stake in the company. Wang negotiated them UP. It's not as if they wanted to buy the whole thing at its previous valuation, let alone a higher valuation. (source: https://archive.is/ZPoNJ) |
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https://www.bloomberg.com/opinion/articles/2025-07-17/meta-g...
https://natlawreview.com/article/rise-acquihiring-post-layof...
https://bowoftheseus.substack.com/p/update-the-gut-and-licen...
Meta's case is interesting. In the past, for what they want, I still feel they would have just acquired the company and be done with it. Now, they explored more paths, and ended up negotiating for Scale AI's stake.