Episode Description
This week on the AmplifyME Market Maker Podcast, Anthony goes solo to break down three big stories — a $58 billion oil merger, a pulled tech IPO, and private equity’s move into Indian cricket — all tied together by one theme: survival in the age of AI.
In energy, Devon Energy and Coterra Energy are merging to focus on efficiency and basin concentration as shale matures.
In tech, Blackstone-backed Liftoff Mobile paused its IPO after AI tools like Anthropic’s Claude Cowork cast doubt on the traditional per-seat SaaS model.
And in sport, firms including Blackstone, KKR, and CVC are betting on the Indian Premier League, drawn to the scarcity and predictable cash flows of live, un-automatable experiences.
From oil to software to sport, this episode explores how capital is repositioning for a world where defensibility and efficiency matter more than ever.
(00:00) Intro & Themes in Focus
(01:23) Oil Mega-Merger
(03:23) AI & The SaaS Shock
(05:59) Private Equity Buys Cricket
(08:11) The Big Picture
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