$110 Billion Hollywood Takeover Explained: Who Overpaid, Who Got Paid, and the AI Cash Burn
This week three buyers wrote checks most of us will never see, and every one of them ran the same playbook you use on a $3 million deal. Charles and I take apart Paramount closing its $110 billion takeover of Warner Bros. Discovery, Schneider Electric agreeing to pay a 42 percent premium for industrial software company PTC, and Clayton, Dubilier and Rice teaming up with McKesson to take Option Care Health private in a 51 to 49 split. Then we get into OpenAI's projected cash burn through 2030, the industry call to slow down frontier AI, and what both mean for operators who buy real…
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