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![credistick Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::20999409.png) Dan Gray [@credistick](/creator/twitter/credistick) on x 5338 followers
Created: 2025-07-13 22:06:51 UTC

Antitrust has become a boogeyman thanks to a few admittedly puzzling cases: JetBlue/Spirit, Activision/Blizzard, Facebook/Within, and some questions in iRobot/Amazon. 

I genuinely don’t think it’s had a significant impact on VC in recent years compared to the bid-ask spread. 

Some were burned on Adobe/Figma but that was textbook antitrust. 

Code gen is very competitive, lots of active players, so it’s not clear to me that the FTC/DoJ would have taken any interest, but I get that the market is nervous about it. 

Associating the acqui-hire trend with antitrust may just be a diplomatic way to avoid pointing out that the tools are commodity products.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944518916396425603/c:line.svg)

[Post Link](https://x.com/credistick/status/1944518916396425603)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

credistick Avatar Dan Gray @credistick on x 5338 followers Created: 2025-07-13 22:06:51 UTC

Antitrust has become a boogeyman thanks to a few admittedly puzzling cases: JetBlue/Spirit, Activision/Blizzard, Facebook/Within, and some questions in iRobot/Amazon.

I genuinely don’t think it’s had a significant impact on VC in recent years compared to the bid-ask spread.

Some were burned on Adobe/Figma but that was textbook antitrust.

Code gen is very competitive, lots of active players, so it’s not clear to me that the FTC/DoJ would have taken any interest, but I get that the market is nervous about it.

Associating the acqui-hire trend with antitrust may just be a diplomatic way to avoid pointing out that the tools are commodity products.

XXX engagements

Engagements Line Chart

Post Link

post/tweet::1944518916396425603
/post/tweet::1944518916396425603