Broadcom Is in Talks to Buy VMware

The video discusses ongoing merger talks involving VMware and Broadcom, highlighting Michael Dell's significant stake in VMware and potential financial outcomes. It explores the impact of market sell-offs on M&A activities and potential regulatory issues, particularly concerning Broadcom's operations in China. The video also examines Broadcom's strategy of diversification through acquisitions and the market's reaction to the merger, including valuation considerations and typical premiums in software deals.

Discuss the strategic implications of Broadcom's CEO, Hawk Tan, pursuing a merger with VMware.

What is the typical premium on software deals over the past five years, and how does it relate to the current situation?