The NIMBY War Against MicronFeb 27
a chip company wants to bring 50,000 jobs to syracuse. but mountains of paperwork, 'endangered bats,' and nimbys from literally california have added years to the timeline
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11 Comments
Antitrust Crackdowns Are Nuking Startup Exits
12 years in m&a at google and slack taught me that while partial acquisitions like windsurf's aren't ideal, they're often the only option in a hostile regulatory environment
Jordan Thibodeau
Jul 28, 2025
Monday, we published Dawn of the Shell-qui-hire, in which Railway founder Jake Cooper argues against the partial acquisitions trending in Silicon Valley right now (see: Windsurf, Scale, Character AI) — and asks founders and VCs to publicly declare "all or none" (if their companies are acquired, it's everyone or no one).
Today, Jordan Thibodeau, an M&A veteran (Google, Slack) and host of the SVIC podcast, pens a rebuttal: partial acquisitions like the Windsurf and Scale deals aren’t ideal, but under today’s FTC/DOJ pressure, they’re often the only option. These edge-case deals reflect tough calls in distressed situations, not founder betrayal. Before pointing fingers, we should let the facts settle, understand the constraints, and push regulators to stop suffocating startup exits.
The NIMBY War Against Micron
How Claude (Maybe) Went to WarFeb 24
inside anthropic’s supposed discomfort with a pentagon operation, and why you should probably stop tweeting about it
56 Likes
12 Comments
The Sound of FuryFeb 23
inside anduril's race to build america's first autonomous fighter jet — and the pentagon's bet that robotic airpower will redefine warfare in the decades to come
71 Likes
5 Comments