Waters Wrap: Some random thoughts about Big Tech disruption and M&A in Q4

Anthony looks at what he thinks will be the biggest topics during the last quarter of 2021.

It’s already Wednesday and this column is supposed to go live on Mondays. I apologize for that. I’ve been working on a project that you’ll see on Friday, but that’s just an explanation, not an excuse. Let’s get to it.

Big Tech and the capital markets

Last week, Josephine Gallagher—our incredibly talented and well-connected senior reporter—wrote an opinion piece that centered around the idea that Microsoft could prove to be the greatest challenger to Bloomberg’s reign when it comes to terminals

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