Comment by calebkaiser

Solid point. I'm sure Nvidia went into this deal expecting completely flat growth and no other benefits to their core business. Sorta like how Meta never increased Instagram's revenue from $0 and is still waiting for it to pay off that billion dollar acquisition price.

Or like GitHub, which was generating something like 200 million in ARR and had never hit profitability when Microsoft bought it for $7.5 billion back in 2018. I'm sure it has come as nothing but a happy surprise to Microsoft that GitHub generated $1 billion in 2023. They had initially penciled it in for 38 years til ROI.