Tue. 05/27 – The “Holy Grail” Of AI Models
Techmeme Ride Home
Brian McCullough
4.7 • 984 Ratings
🗓️ 27 May 2025
⏱️ 19 minutes
🧾️ Download transcript
Summary
Salesforce is back in the acquisition swing. Circle is going for an IPO. Is Netflix about to lose the streaming service crown? The Holy Grail of AI Models. And is your boss more demanding of your output now that you use AI?
Links:
- Salesforce Agrees to Buy Informatica in Deal Worth $8 Billion (Bloomberg)
- Stablecoin Giant Circle File for IPO on NYSE (CoinDesk)
- The Browser Company mulls selling or open-sourcing Arc Browser amid AI-focused pivot (TechCrunch)
- Cricket gives Disney-Ambani unit in India almost as many users as Netflix (Financial Times)
- One of Europe’s top AI researchers raised a $13M seed to crack the ‘holy grail’ of models (TechCrunch)
- At Amazon, Some Coders Say Their Jobs Have Begun to Resemble Warehouse Work (NYTimes)
- Khosla Ventures among VCs experimenting with AI-infused roll-ups of mature companies (TechCrunch)
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Transcript
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| 0:00.0 | Welcome to the Tech meme right home for Tuesday, May 27th, 2025. I'm Brian McCullough today. |
| 0:08.7 | Salesforce is back in the acquisition swing. |
| 0:11.1 | Circle is going for an IPO. |
| 0:12.8 | Is Netflix about to lose the streaming service crown? |
| 0:16.2 | The holy grail of AI models? |
| 0:18.1 | And is your boss more demanding of your output now that you use AI? |
| 0:22.4 | Here's what you miss today in the world of tech. |
| 0:33.1 | Salesforce is acquiring cloud data management company Informatica for around $8 billion. This comes one year |
| 0:39.5 | after an earlier deal fell through, quoting Bloomberg. Informatica, which helps customers manage |
| 0:45.5 | their data in the cloud, has long been a potential takeover target. San Francisco-based |
| 0:49.6 | Salesforce held talks to buy the company just over a year ago. Bloomberg news reported at the time. |
| 0:54.1 | The talks cooled with the parties struggling to agree to terms. Bloomberg was first to report |
| 0:58.5 | on Friday that Salesforce and Informatica were back in advanced talks. Informatica competes |
| 1:03.0 | against Salesforce's MuleSoft. Its takeover is set to drive further consolidation in the |
| 1:08.1 | software-as-a-service industry and may attract regulatory scrutiny, end |
| 1:11.9 | quote. And quoting the journal. Informatica was taken private in 2015 by private equity firm |
| 1:17.5 | Permira and the Canadian Pension Plan Investment Board in a $5.3 billion deal. The business went |
| 1:23.6 | public again in 2021. Permira remains the company's biggest shareholder today, |
| 1:28.8 | holding almost one-third of shares. CPPIB owns 25% of Informatica shares as well. |
| 1:35.2 | A deal for Informatica would rank among Salesforce's largest and be its biggest since it closed |
| 1:40.1 | the roughly $28 billion acquisition of Workplace Collaboration Company Slack Technologies in 2021. |
| 1:46.3 | A few years before the Slack transaction, Salesforce agreed to buy data analytics platform |
... |
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