Hubspot, @stripe and JP Morgan Chase all acquired similar companies recently


Yup - Tech and financial services are looking to buy media companies and communities

And this type of M&A is going to accelerate


In 6 letters, the answer is LTVCAC

warning: Nerdy-ass Saturday night musing

Been trying to think of a framework to apply to determine which technology markets will likely consolidate in the next 12-18 months

Here's the 2x2 I've come up with which I'll explain in coming tweets

LMK what you think
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