AI M&A Wave: Talent and Data Exhaust

Google in talks to acquire Mechanize for $1.5B+ (coding agent talent premium). SpaceX near $60B acquisition of Cursor, with data exhaust as real asset. SpaceX also circling Decart for $6B sale (efficient video gen). OpenAI acquires NextSlide for business use cases. Cross-border M&A risks (Manus blocked).