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.