Thomas Otter

1 month ago | thomasotter.substack.com | Thomas Otter

Warning, I head off into a bit of economics. This can be both boring and dangerous at the same time. Akerlof wrote a paper in 1970 about information asymmetry. Many papers get called seminal, but this one really is. He explored and explained how information asymmetry between buyer and seller impacts pricing. He uses the example of used cars, hence the title of the paper, The Market for 'Lemons': Quality Uncertainty and the Market Mechanism" Subscribe here if you like.

2 months ago | thomasotter.substack.com | Thomas Otter

A lot of AI reminds me of Paris in Vegas. It is a merely an imitation of the real thing. We are as far away from genuine AGI as the Paris Eiffel tower in Vegas is from the Eiffel tower in Paris. This doesn’t mean that I am negative on AI. I keep being pleasantly impressed by how our portfolio companies and other companies in the HR tech space are using AI innovative ways to solve genuine business problems. While progress is unlikely to be linear, the last couple of years have been remarkable.

Mar 21, 2025 | thomasotter.substack.com | Thomas Otter

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Mar 13, 2025 | thomasotter.substack.com | Thomas Otter

I’ve seen a bunch of M&A deals over the years. I covered several while at Gartner, lived through the post merger acquisition experience at SAP SuccessFactors, was on the board of Immedis when it was acquired by UKG, I have advised several founders and CEOs through the acquisition process, and I even know investment bankers that I consider to be friends. I am by no means an M&A valuation expert, so my explanation here is going to be rudimentary, but hopefully useful to non-financial types.

Mar 7, 2025 | lexology.com | Keith Mathieson |Rupert Cowper-Coles |Nadia Tymkiw |Mafruhdha Miah |Samantha Thompson |Thomas Otter | +3 more

Welcome to RPC's Media and Communications law update. This month's edition on key media developments and the latest cases. Law Commission launches supplementary consultation on contempt of court reformsOn 3 March 2025, the Law Commission launched a supplementary consultation on its proposed contempt of court reforms. This follows its consultation in 2024 as previously reported in Take 10.