About ten companies can now do $10B acquisitions and want to, which makes M&A a quicker, easier exit than an IPO. Listen
He said this is different from any time he has seen. M&A avoids long IPO cycles, and that has changed the calculus for infrastructure and lab-type companies. Given World Labs and other data points, he said he is hesitant to be too skeptical of neolab outcomes.
“There are like 10 companies that can do $10 billion acquisitions and want to. And that's just so different. And it's much easier than going public, and it's quicker”
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