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In this podcast episode I talk about the following topics:
• My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems
• My views on the rise of "infraplatform" titans combining design software and operational platforms
• The massive global infrastructure upgrade cycle that I believe is driving this strategic rationale
• The bold thesis I see of controlling authoring to dictate infrastructure hardware choices
• The risks I foresee around integration, valuation, and executing this mega-merger of contrasting assets
Timestamps:
(03:20) Design software for infrastructure and data centers
(05:52) Why now?
(08:32) Why Bentley?
(10:22) Why Schneider Electric?
(11:49) A Great Thesis!
(13:54) It's A Strategic Deal
(15:40) Implication: The CAD War Is On
In this podcast episode I talk about the following topics:
• My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems
• My views on the rise of "infraplatform" titans combining design software and operational platforms
• The massive global infrastructure upgrade cycle that I believe is driving this strategic rationale
• The bold thesis I see of controlling authoring to dictate infrastructure hardware choices
• The risks I foresee around integration, valuation, and executing this mega-merger of contrasting assets
Timestamps:
(03:20) Design software for infrastructure and data centers
(05:52) Why now?
(08:32) Why Bentley?
(10:22) Why Schneider Electric?
(11:49) A Great Thesis!
(13:54) It's A Strategic Deal
(15:40) Implication: The CAD War Is On