Software M&A: Sky's the Limit for Cloud Computing?

The video discusses the surge in tech mergers and acquisitions, highlighting the role of cheap capital, strategic and private equity buyers, and the fear of missing out. It examines the impact of market events on valuations, particularly the LinkedIn and Tableau incidents, and how private equity firms are leveraging these opportunities. The video also explores strategic acquisitions by major companies like Oracle and Microsoft, emphasizing the competitive landscape and potential synergies, especially in CRM software.

Discuss the impact of LinkedIn's performance on the overall software sector.

In what ways could Microsoft leverage LinkedIn's data to enhance its CRM offerings?