Feb 12 2025 26 mins 8
This episode dives deep into the ramifications of the DOJ's move to halt the HPE-Juniper merger, questioning whether this action genuinely promotes competition or stifles innovation. We also explore staggering investments in AI from top tech companies and what these might mean for future growth and competition.
• Discussion on the DOJ's lawsuit against the HPE-Juniper merger
• Examination of potential market impacts of the merger
• Insights into AWS's and Google's significant AI investments
• Analysis of market expectations regarding AWS's recent revenue growth
• Concerns surrounding SolarWinds and private equity acquisitions
• Calls to action for listeners to engage with their thoughts on these topics
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