The Deal Room: Will Meta Be Forced to Spin Off Instagram and WhatsApp?

Meta is back in the crosshairs of the FTC. Could Zuckerberg really be forced to spin off Instagram or WhatsApp?

We explore the legal showdown, what it means for antitrust enforcement in big tech, and the potential ripple effects for future M&A deals in Silicon Valley.

Then, we head to the UK where private equity giant KKR is circling Thames Water with a potential £4 billion investment. It’s a classic case of distressed infrastructure meets sharp-elbowed private capital.

Tune in for a breakdown of the business models, political implications, and what these deals say about the future of competition and capitalism.

(00:00) Introduction and Overview of M&A Topics

(02:44) Meta's Antitrust Battle and Business Model Critique

(10:30) FTC's Antitrust Case Against Meta

(17:44) Implications of Antitrust Case for Big Tech

(25:46) KKR's Acquisition of Thames Water

(32:25) Private Equity vs. Nationalization of Utilities

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