{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"FOMO Investing","title":"Dealable, 15th August 2025","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a834377a\"></iframe>","width":"100%","height":180,"duration":1975,"description":"In this episode, Brian and Mik launch a new segment called “Dealable”—where they set aside strict analysis and let their imaginations run on mergers, acquisitions, partnerships, and spin-outs that should happen (even if they probably won’t).The conversation kicks off with Apple’s AI dilemma—is Siri too far behind, and could Apple’s cash hoard finally push them into a big acquisition? Would buying Perplexity or Anthropic give them the AI-native layer their ecosystem needs? And what about the $20B Google search deal that DOJ scrutiny could upend?From there, they turn to Alphabet/Google, exploring what a DOJ-mandated divestiture could look like. Could Waymo be spun out to unlock value? What happens if Chrome were ever separated from Google Search? And whether DOJ case may require a meaningful remedy from Google (and possibly Apple).It’s an episode full of hot takes, half-baked speculation, and a few insights that might just age into real deals.Disclaimer: The views expressed are for entertainment purposes only. This is not investment advice. Please do your own research before making any financial decisions.","thumbnail_url":"https://img.transistorcdn.com/UkXOXIsHilnycDK6nKwqkXWPCmd9aJ9n6Sj1SxJ_Rvw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yODg0/ZjlmYWY4ZGQyZDE3/ODQ2ZDk4M2NmNjZi/NTU2ZS5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}