Valida Pau

Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59

[Valida Pau @validapau]

BIG SPACEX SCOOP WITH @coryweinberg

> Musk will have super voting shares in a dual-class structure

> He will receive stock incentive every $500B increase in market cap and can go as high as $6.6T; if the space data centers can deliver “100 terawatts of compute per year”

[Stephanie Palazzolo @steph_palazzolo]

biiiiiiig scoop from @validapau @Jessicalessin and @coryweinberg (swan song!)

https://t.co/d0wGYFX0ki

[Amir Efrati @amir]

🥕big story: Instacart is exploring a sale.

talked to uber / ddash

[Valida Pau @validapau]

@coryweinberg @theinformation @Jessicalessin https://t.co/49OHr4sii8

[Valida Pau @validapau]

SCOOP: Instacart $CART is in talks to sell itself w/ @coryweinberg (his @theinformation swan song) + @Jessicalessin

[Valida Pau @validapau]

AI startups raise money fast and at high valuation. VC has to keep up.

They’re offering their LPs to co-invest, getting warehouse
loans from JPM and raising new funds faster than ever.

Exclusive from @julia_hornstein

https://t.co/GUNwE7M6pX

[Amir Efrati @amir]

in this ai-fueled cybersecurity apocalypse moment, security m&a is 🔥🔥🔥

[Valida Pau @validapau]

Scoop w/ @_pheebini: SB Energy is considering going public in December or possibly waiting until next year.

That is a later timeline than previously expected. Back in the summer, the data center developer was aiming to go public as soon as September.

https://t.co/VHlvOMbfvv

[aaron holmes @aaronpholmes]

SCOOP: Datadog offered to buy Upwind for nearly $4 billion as cloud security demand booms. w/ @validapau https://t.co/KZ8QNKluf4

[Valida Pau @validapau]

SCOOP w/ @aaronpholmes: Datadog $DDOG recently offered to buy cloud cybersecurity startup Upwind Security for nearly $4 billion.

https://t.co/h1dAA5VOnH

[Amir Efrati @amir]

👀news about the neocloud liquidity & credit crisis:

Nvidia in talks to invest many hundreds of millions of dollars in Firmus, which just pulled its IPO

[Valida Pau @validapau]

SCOOP w/ @aaronpholmes: A group of PE firms in recent months explored a deal for Xbox that could have valued it up to $150 billion.

[Valida Pau @validapau]

Elon Musk said Tuesday SpaceX and Tesla have formed special committees to explore a potential merger.

This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire of electric cars, rocket launch, satellite and AI businesses.

https://t.co/ZZMksv5h1i

[Valida Pau @validapau]

@julia_hornstein No doubt Nikesh is a seasoned exec w/ lots of experience with startups. Throwback to
https://t.co/RdY2alP2Lc

[Valida Pau @validapau]

NEW w/ @julia_hornstein: $PANW CEO's daughter Ayesha Arora-Hughes is raising a $100M+ fund to back AI startups. Nikesh Arora is advising her.
https://t.co/tjilHlQQek

[Valida Pau @validapau]

@_pheebini https://t.co/WNlqRdySEo

[Valida Pau @validapau]

When does the neocloud mergers start? via @_pheebini

[Valida Pau @validapau]

No matters where you go, they remind you of work #nycsubway

[Judge Holden @the_judge1111]

I wonder if Elliot/GTCR had flying cars in their investment case for CCC

[Grace Kay @graceihle]

Tesla has been working on this demo for the better part of the year.

I wrote in August for @TheInformation about what the demonstration would entail and some of the inspirations for the vehicle, including the SR-71 Blackbird spy plane and Lamborghini Countach.