I am in complete agreement with your comments about Twitter. It is a very valuable piece of real estate if someone can figure out what to do with it.
Google has stated that they want to partner with the automobile manufacturers rather than to actually manufacture a driverless vehicle: Message 29860529
Since most of the auto companies are already working on their own driverless vehicles and probably don't want to become dependent upon Google's technology, Google might have to acquire an auto manufacturer if they want to become a serious player in the industry. Ford would be a good candidate, although I think that the market severely punish Google's stock price if they made an offer for Ford.
My two favorite acquisition/dismemberment candidates for 2015 are Yahoo and eBay/PayPal. Someone is going to take a run at Yahoo and try to force them to monetize their stake in Alibaba.
A Handful of Blockbuster E-Commerce Acquisitions That Could Happen in 2015
By Jason Del Rey
Re/code
December 29, 2014, 9:21 AM PST
It’s rare to see a billion-dollar M&A deal in the e-commerce industry, but there’s a chance we could see more than one in 2015 thanks to a confluence of events. Alibaba, flush with valuable stock following the biggest IPO ever, is poised to make big moves. The planned separation of eBay and PayPal could make both acquisition targets. And a group of giant but slow-growing startups could decide their best bet is to be bought by a major industry player. Here are five possible commerce and payments deals that would make waves in 2015, plus a short list of other M&A possibilities.
Alibaba buys eBay
EBay’s announcement that it would spin off its payments unit PayPal in 2015 was also a tacit acknowledgement that both businesses were for sale. The e-commerce industry loves to speculate that Alibaba — with its $263 billion market value — might want to gobble up eBay. Alibaba has no legitimate consumer presence in the U.S., which eBay would help with, and the two marketplaces could combine to challenge Amazon in emerging areas overseas. Plus, they both pride themselves on the same differentiator with Amazon: They don’t compete against their own vendors.
Other possible suitors: Google, Amazon.
Walmart buys PayPal
Not the sexiest M&A possibility — especially for PayPal employees — but sources say the idea has been discussed by Walmart execs in the last few months. For Walmart, a deal for PayPal could accomplish several things: Give it a proven payment method with a giant consumer base to challenge Apple Pay in mobile payments, while replacing the retailer-backed app CurrentC, which has yet to launch. If Walmart embedded PayPal as the de facto payment option on Walmart.com, it could help reduce the credit card fees Walmart pays card issuers since many PayPal users fund their PayPal purchases through their bank account rather than a credit card. It also could give Walmart leverage in negotiating these fees with several financial services companies.
One hurdle: If Walmart has previously discussed a PayPal deal with eBay and wants to purchase PayPal after its split with eBay, it could mess with the tax-free nature of the spinoff for eBay.
Other possible suitors: Google, Samsung, Microsoft, Visa.
Walmart buys Wish
Wish, a mobile shopping app, is on fire. It has been one of the Top 10 shopping apps on the iPhone for much of this year and recently closed a large undisclosed investment from Yuri Milner’s DST Global that sources say valued the app maker at $1 billion or more. The app lets shoppers buy clothes and accessories directly from Chinese manufacturers, for insanely low prices that Walmart would be proud of. An image-heavy layout plus an algorithm that fine-tunes what products are shown based on browsing behavior translates to highly engaged users.
Other possible suitors: Any low-priced retailer.
Google buys Postmates
Google has an Amazon problem. Every time an online shopper searches for a product on Amazon instead of Google, Google loses a chance to show lucrative product search ads to the shopper. The Google Express program is Google’s grab at those product searches. The service lets online shoppers buy goods on Google and get them delivered from local stores on that very day. One problem: Google’s current delivery operation is very expensive and not sustainable, according to several industry sources. As a result, Postmates‘ technology, which matches customer orders to be picked up from local stores with a network of on-demand couriers in the area, could be very attractive.
Other possible suitors: Uber, Amazon.
Twitter buys Stripe
Okay, I admit this one is a real long shot, especially with Stripe recently being valued at $3.5 billion. But it’s worth a mention. If Twitter really is serious about building an e-commerce business, it may want its own backend payments provider that’s dead simple for merchants big and small to use. Another use case: Stripe’s payments service gets baked into Twitter’s new mobile app development service Fabric, cementing it as the full-service toolbox app developers flock to.
Other possible suitors: Any company with deep pockets that wants to make selling stuff online easier.
Honorable mentions: T.J.Maxx buys Gilt Groupe, Urban Outfitters buys Nasty Gal, Amazon buys Instacart, Whole Foods buys Blue Apron, Alibaba buys Snapdeal, Nordstrom buys Bonobos, UPS buys Shyp.
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