Altimeter Capital’s Vivek Goyal and Blume Ventures' Sanjay Nath join Shereen Bhan to break down the M&A surge and how GenAI is pushing incumbents to buy, not build! From Meta’s $15 Bn Scale AI deal to India’s robust IPO pipeline, the duo decodes how private capital and public markets are fuelling the next tech super cycle - globally and in India. India’s edge? A maturing public market, rising retail interest and tech startups ready to list at scale. #VoicesFromTheValley #Snowflake #Meta #Tech #AI @CNBCYoungTurks @ShereenBhan @sifytech #Tech #YoungTurks #VoicesFromTheValley #CNBCTV18 @Snowflake @Meta @databricks @BlumeVentures