M&A driven by strategic activity was suppressed for the last four years—whatever the question was, the answer was 'no'—but now the environment has shifted to 'maybe,' which will drive significant M&A activity.

factualpending

Speaker

David Solomon

Evidence Quote

For the last four years whatever the question was, the answer was no. Now, whatever the question is, the answer is maybe.

Source

Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Yearsa16z
Created: 8/12/2026, 10:05:59 PM

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