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1/ Big M&A actually makes sense when seen as a potential substitute for big R&D.  mobile.nytimes.com/blogs/dealbook/2014/08/05/new-strategy-as-tech-giants-transform-into-conglomerates...
        
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                Des Traynor @DesTraynor
              
            
            
              
                ยท
                Feb 18, 2023
              
            
          
          
        
              Good thread here by @DavidSacks