When Jimmy Kimmel hosted the 2023 Academy Awards in March, he opened with a zinger: “When I look around at this room I can’t help but wonder, ‘Is Ozempic right for me?'”

The list of potential partners is also growing. Samsung and LG have started licensing their respective Tizen and WebOS platforms to other TV makers, and Vizio says it might license its software as well. Comcast and Charter have also launched a joint streaming platform under the Xumo brand, and Xperi is pushing TiVo OS.

Rare Beauty is growing at 110% year over year with influencers, CreatorIQ reports, while Charlotte Tilbury is expanding at around 18%. Begley believes that if Rare Beauty were to be acquired, it would possibly represent the fastest trajectory “from zero to a multibillion exit” in the history of the beauty industry. “Their success is unprecedented,” he says.