SELL OR SCALE? NAVIGATING THE AI-DRIVEN M&A SURGE

The panel discusses trends in M&A, particularly in the context of AI. Fridtjof believes M&A is driven by opportunity, while Mark sees it as a survival tactic for some SaaS companies. Ben highlights talent-driven acquisitions and the regulatory environment. They explore the role of chief product officers in M&A execution and the potential for "fake AI purchasing." The conversation shifts to founder quality, with panelists emphasizing the importance of founder-market fit, ambition, and iteration. They also debate the role of AI in early-stage investing, with varying degrees of optimism. Mark shares his experience building Braze and emphasizes the importance of staying focused on a clear vision. The panel also touches on valuation, exit strategies, and the potential for IPOs.