Merger Delays Impact
Jason highlights the detrimental effects of prolonged merger reviews on capital markets, particularly citing the lengthy process surrounding Activision and Microsoft. He argues that relying on probabilistic assessments of competition is flawed, emphasizing the need for a more straightforward evaluation of potential outcomes. The discussion underscores the urgency for clearer timelines in merger approvals to foster investor confidence and market activity.In this clip
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E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
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