Ep. 195 - Why Code No Longer Drives SaaS Value in the AI Era
In this episode Tim Schumacher, co‑founder of SaaS Group, discusses why traditional code‑centric SaaS value is being upended by AI. He explains how AI creates both existential fear for founders of thin‑margin, UI‑only products and new opportunities for businesses with proprietary data and strong product‑led growth. Schumacher emphasizes that exit decisions should start with personal motivations rather than trying to time the market, and that SaaS Group looks for companies with sticky customers, high net‑revenue retention, and the ability to leverage AI for operational gains. He also shares how SaaS Group supports acquired firms with shared playbooks, AI‑driven product investment, and a community of founders.
Iris Founder Talks AI-Powered Finance
In this episode, Eric Bandholz chats with Drew, founder and CEO of Iris Finance, about how AI agents are reshaping e‑commerce finance and operations. Drew explains Iris’s data‑infrastructure platform that centralizes information from Shopify, Amazon, Walmart, QuickBooks and more, then...
The $72 Billion Netflix Question Plus Nine Others for Q1 2026 Earnings
The episode outlines ten probing questions for Netflix’s Q1 2026 earnings, focusing on the fallout from the missed $72 billion Warner Bros. & HBO acquisition, catalog licensing strategy, and competitive threats from YouTube. It examines how AI and the Interpositive deal could reshape...
Why Sam Altman Spent $100M on 10,000 Viewers
The episode dissects OpenAI’s $100 million acquisition of the tech‑talk livestream TPBN, a daily three‑hour show with 7‑10 K live viewers but massive clip reach. Hosts explain that the deal isn’t about editorial power but about leveraging TPBN’s proven storytelling and marketing...
The 3 Biggest Stories in Music: Bieber’s Payday, Ye’s Comeback, and $64B for Universal Music Group
The episode breaks down three headline music‑industry stories: Bill Ackman’s $60 billion bid to take Universal Music Group private, Kanye West’s (Ye) tumultuous comeback tour and its fallout with the UK government, and Justin Bieber’s $10 million Coachella set amid rumors about catalog...
Bed Bath & Beyond Is Back And It Just Bought The Container Store For $150M | Fast Five Shorts
The episode examines Bed Bath & Beyond's $150 million acquisition of The Container Store, exploring how the merger will create a combined home‑organization ecosystem by integrating Container Store locations with dual‑branded offerings. Hosts debate the financial logic versus the consumer experience,...
Drugs From a Text Prompt, Wegovy Pill Competition Dampens Lilly’s Surge
In this episode of Touching Base, the GEN editors discuss how AI agents are accelerating scientific discovery, highlighting startups like Latent Labs that can design therapeutic antibodies from a simple text prompt and LabOS, an extended‑reality platform that integrates AI,...
Exited Founder Podcast | Andrew Kirpalani: From Bar Napkin to Acquisition — Exiting WorkHound
In this episode, co‑founder and CTO Andrew Kirpalani recounts how a $20K accelerator deal sparked the creation of WorkHound, a mobile‑first employee engagement platform for truck drivers. He explains how his varied startup engineering background informed the product’s design and...
1177: Navigating an Acquisition at the Edge of Change | Tom DiDesidero, CFO, SmartRecruiters
In this episode, CFO Tom DiDesidero discusses SmartRecruiters' acquisition by SAP amid a rapidly evolving AI-driven SaaS landscape, highlighting the challenges of fast integration, cultural alignment, and shifting business assumptions. He shares his unconventional career path—from early roles in small...
OpenAI Acquires TBPN: (Yes the Tech News Podcast)
OpenAI’s recent acquisition of the tech‑focused media brand TBPN (Technology Business Programming Network) is examined, with speculation on the deal’s valuation and its strategic purpose ahead of OpenAI’s IPO. The hosts explain TBPN’s unique format—daily three‑hour live streams featuring deep...
Piecemeal over Portfolios: Selective Industrial Buys and Exits Show a Sharpshooting Template Ahead
The episode examines how institutional real‑estate managers are reshaping industrial portfolios by selectively buying, financing, and exiting assets rather than bulk‑buying. Guests Samantha Rowan and Asif Bade explain that location, modern Class A specifications, and power infrastructure drive demand, while tighter...
“Alexa, Let’s Go to Outer Space”
In this episode of Motley Fool Money, hosts Tyler Crowe, Matt Frankel, and John Klost discuss the rapid evolution of the space industry, focusing on the potential Amazon acquisition of Globalstar and its strategic value for Amazon’s satellite ambitions, as...
Lattice and Crosschq Acquire
In this 7‑minute episode of This Week in RegTech, host Chris Russell highlights two major acquisitions shaping talent acquisition: Crosschq’s purchase of Tradeify to create an outcome‑trained hiring model, and Lattice’s acquisition of Mandela’s AI‑native coaching tech to accelerate its...
Mayo-Mustard Merger, Creatine Craze and HOP WTR On Top
The podcast highlighted McCormick's pending merger with Unilever's food division, uniting brands like Hellmann's and French's. Constellation Brands agreed to acquire HOP WTR, a functional sparkling water, while Create Wellness secured $20 million to expand into powdered beverages. Q Mixers announced its first...
M&A Roll-Up Playbook: How Zayo Did 45 Acquisitions and Returned 8.5x | Dan Caruso (Part 1)
In this episode, Dan Caruso, founder and former CEO of Zayo, walks through his 45‑deal roll‑up strategy that delivered an 8.5x return, sharing how he built a disciplined, buyer‑led M&A thesis, sourced and integrated fiber assets, and allocated capital to...