Are There Any Cheap Assets Left in Tech?

The video discusses the current market environment, highlighting the overvaluation and volatility in technology sectors. It explores the impact of market concentration on tech deals, leading to oligopolistic competition and regulatory scrutiny. The discussion also covers trends in mergers and acquisitions (M&A), noting that while mega deals may shrink due to regulatory fears, smaller deals could surge as companies seek growth opportunities.

In what ways might regulatory fears impact merger and acquisition activities?

What potential opportunities might arise from smaller deals in the current market environment?