Anyone have a guess? Will they acquire another software company or will they buy a chip design company? Does Nutanix make sense as a target? I don’t remember Google buying such a large cap company($~10bn)
For a second I read Nugenix and I was like, Frank Thomas, is that you?
I would guess nothing > $1B for foreseeable future. All the VCs are mad, thought their billions in funding would yield bit exits. Instead they just get to give us all the money as they buy AdWords to try to grow their mediocre businesses
Cohesity & Thoughtspot makes a ton of sense. Neither will be cheap. (p.s. no inside knowledge, just speculating)
Google cloud might make a big acquisition as it needs to compete with Amazon and Microsoft in this space.
Healthcare space
Cohesity would not make sense for Google because Cohesoty is all over the place and not great at anything. Thoughtspot could be interesting but I think too much overlap
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