Opinion: Tech and AI M&A is Now Essentially High-Speed Executive Recruiting
annbordetsky · x · 2026-08-06
VC Ann Bordetsky shared her insights into the current M&A landscape in the tech and AI sectors. She pointed out that modern tech M&A has essentially become high-speed executive recruiting (acquihire).
In the AI era, talent is the real IP while products have become commodities. The core objective of deals is talent acquisition, making corporate dev departments act more like matchmaking services optimized for speed. In contrast, non-AI companies (like Uber, Visa) are still doing old-school, strategic M&A.
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