Tech
The AI Rollup Wave Transforming Main Street
Venture capital is buying its way into the AI transformation that enterprise software hasn’t delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside. The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense.
The strategy is known in Silicon Valley as the AI rollup. Over the past six months it has crossed into public markets twice: General Catalyst and Trian’s $7.6 billion take-private of Janus Henderson (JHG) in December, and Long Lake Management’s $6.3 billion agreement in May to take American Express Global Business Travel (GBTG) private at a 65 percent premium. CNBC’s Deirdre Bosa has the story.
Chapters:
0:00 – 0:55 Introduction
0:56 – 4:31 The AI rollup
4:32 – 5:34 Where private equity got it wrong
5:35 – 7:20 A risky bet
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Andrew Evers
Senior Director of Video: Jeniece Pettitt
Animation: Emily Park
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AI Rollup: Silicon Valley’s New Buyout Playbook Is Hitting Wall Street
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In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, SK Hynix — the world’s leading maker of high-bandwidth computer memory — is investing $720 billion on what it says will be the largest network of memory factories in the world.
Get an inside look at the company’s AI-fueled buildout in related video.
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Unprecedented hack attempt prompts Apple to issue security update.
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Security Flaws Prompt Apple To Issue iOS Update | Tech Bet | CNBC
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Before Apple’s record run to $1 trillion on Thursday, the tech sector was in trouble. Here’s what 11 experts had to say about the tech sector’s up-and-down week.
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Facebook, Amazon, Netflix And Google: Experts On FANG Stocks | CNBC
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Jeremy Allaire, Circle co-founder and CEO, discusses the factors he believes are driving bitcoin’s record rally.
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Circle CEO Jeremy Allaire: Bitcoin And Blockchain Are ‘Fundamental Breakthroughs’ | CNBC
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The Department of Energy is investing $500 million in U.S. battery companies to challenge China’s dominance. But with $24 billion in projects already canceled since the administration first came into office, industry experts say closing the gap will be difficult.
Chapters:
00:00 Introduction
01:07 Chapter 1: China’s dominance
04:05 Chapter 2: Gaps and slowdowns
Produced by: Robert Ferris
Edited by: Marisa Forziati
Animations: Andrea Schmitz, Jason Reginato
Senior Managing Producer: Tala Hadavi
Additional Footage: Getty Images, Natalie Rice, Lilac Solutions
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About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
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How Much It Will Take To Challenge China’s Battery Dominance
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