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Are We Approaching The Greatest Bubble Burst Ever?
VC Led SPACs, Bitcoin, r/WallStreetBets et al.
Zaiku Capital
Mar 1
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Quantum Newsletter #01 | January 2021
Analyst Q&A on Amazon's Potential Acquisition of Rigetti
Zaiku Capital
Jan 18
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VC.X Insights Newsletter #11 | December 2020
A brief note on Airbnb, Coinbase and other Unicorns.
Zaiku Capital
Dec 24, 2020
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Our Slack M&A Prediction: Correct Price Range, Wrong Buyer?!
A brief note on Salesforce acquisition of Slack.
Zaiku Capital
Dec 1, 2020
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Airbnb IPO: Market Cap Prediction
Will Airbnb exceed expectations?
Zaiku Capital
Nov 19, 2020
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Coinbase M&A Simulation
Could Facebook Snatch Coinbase?
Zaiku Capital
Oct 28, 2020
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Amazon's NISQY Business: Is Rigetti in the Shopping Cart?
The Case for Acquisition (Amazon) Firstly, Amazon's old playbook of forking popular open-source software projects and then bundling these into AWS will…
Zaiku Capital
Oct 8, 2020
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A Note on Snowflake's Public Debut
Back in June when it came to light that Snowflake was going public, our team at Kähler Insights published a note entitled ‘A Note on Snowflake's IPO Fi…
Zaiku Capital
Sep 19, 2020
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A Note On Palantir: IPO vs M&A with Booz Allen Hamilton?
Our research team at Kähler Insights has been busy monitoring the torrent of IPO filings from top VC backed unicorns! Palantir is in the Spotlight Sinc…
Zaiku Capital
Sep 4, 2020
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A Note On Airbnb's IPO Filling
Back in April, our team at Kähler Insights published a free post entitled ‘Could Airbnb Become Even Bigger Post COVID-19?’. We argued that the followin…
Zaiku Capital
Aug 19, 2020
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Kähler Quantum Simulation: Should Microsoft Buy Dropbox Instead of TikTok?
Last week Microsoft confirmed it was holding talks to buy TikTok from ByteDance. Since the news broke there has been plenty of analysis as to why the M…
Zaiku Capital
Aug 6, 2020
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Quantum Revolution: Is this the Canadian Century?
Why the Ontario region may be the new Silicon Valley on steroids.
Zaiku Capital
Jul 22, 2020
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