Episode Details

This week, we discuss Cisco's acquisition of Splunk, AWS's investment in Anthropic, and VC Market Overview Presentations. Plus, we share some thoughts on Dungeons and Dragons, as well as standardized testing.

Watch the YouTube Live Recording of Episode 434

Runner-up Titles

• So much about sheep
• Maybe Ten
• Middle mega-cap
• The data stays the same, only the story changes
• Ribbon Wall

Rundown

• Splunk
  • Cisco acquires cybersecurity company Splunk in cash deal worth $28 billion
  • Splunk Is Good For Cisco, But Cisco Needs To Convince Splunk Customers That Cisco Is Good For Them
• AWS to invest up to $4B in Anthropic
  • Google invested $300 million in AI firm founded by former OpenAI researchers
  • Amazon agreed to invest up to $4 billion into Anthropic
  • I’s $240B Question
  • Anti Portfolio

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