The Cursor deal is the largest private acquisition ever, and a $100B+ AI M&A deal is expected within 12 months.

Trump's election caused corporate development executives to resume M&A activity after Lina Khan's FTC had frozen it.

“Once Trump got elected all the executives working in corporate development said hey looks like M&A's back on the menu.”

There will be a $100 billion+ M&A deal within the next 12 months.

“I think there'll be a hundred billion dollar deal in the next 12 months. Which one it is, I don't know. But you have to you have to do there'll be a hundred billion dollar deal. This is going to be the one of three. That's my prediction.”