Business · 3h ago
GV Partner on Qualcomm's Modular Buy, 10x Return, AI Software Shift
GV managing partner Dave Munichiello discusses Qualcomm's acquisition of Modular, the firm's 10x return on investment, and the shift in AI software. The deal highlights how tech companies manage soaring AI computing costs and hardware scarcity. Munichiello also addresses consolidation's impact on independent startups.
Meridian48 take
The interview underscores that even top VCs see AI hardware scarcity as a driver of M&A, not just a software story.
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GV’s Dave Munichiello On Qualcomm’s Modular Purchase, The Firm’s 10x Return And The Shift In AI Software →
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