The Minutes of David Friedberg on m&a https://minutesof.com/david-friedberg/on/m-a/ Everything David Friedberg has said on m&a: 4 verbatim quotes between July 2021 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:44 +0000 Friedberg predicts a wave of AI-native operators acquiring stale digital businesses that haven't realized AI o https://minutesof.com/q/bded6996-5805-4025-ac81-d5f3dc6e1ad6/ https://minutesof.com/q/bded6996-5805-4025-ac81-d5f3dc6e1ad6/ “And when you take a look at those businesses as a modern day AI operator, you're like, what the hell?” — All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 m&a Friedberg predicts AI-native operators will target first-generation digital businesses that have become stale https://minutesof.com/q/375ff96b-275b-4fb9-b42b-c46c8c092046/ https://minutesof.com/q/375ff96b-275b-4fb9-b42b-c46c8c092046/ “And when you take a look at those businesses as a modern day AI operator, you're like, what the hell? This thing is so underutilized.” — All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 m&a Friedberg argues traditional financial firms face a catch-22 in M&A: autonomy loses cross-sell leverage. https://minutesof.com/q/61f7a1f1-4230-4855-8d91-588382341795/ https://minutesof.com/q/61f7a1f1-4230-4855-8d91-588382341795/ “And if they do that, they lose the leverage of their over their existing customer base, which is to cross sell digital services in.” — CNBC Television Tue, 13 Jul 2021 17:05:56 +0000 m&a Friedberg says traditional firms trying to run acquired tech companies typically ruin them through M&A integra https://minutesof.com/q/af169106-87b7-4bf3-a6d5-e257b882d817/ https://minutesof.com/q/af169106-87b7-4bf3-a6d5-e257b882d817/ “And if they try and do that, then they step in and they try and run a tech company and the whole thing gets ruined and falls apart as we've seen in M and A over and over again in many different” — CNBC Television Tue, 13 Jul 2021 17:05:56 +0000 m&a