Why BorgWarner Is Buying Delphi for $1.5 Billion

The video discusses Borgwarner's acquisition of Delphi, highlighting its strategic move into the electric vehicle space. The acquisition is seen as a response to structural changes in the auto industry, with a focus on electric vehicles. The video also explores market reactions, noting a high premium price and potential for further consolidation. Additionally, it examines the evolving role of activist investors and private equity, emphasizing their strategies and influence in corporate America.

What does the text suggest about the future of mergers and acquisitions in the auto industry?

What challenges do activists face with the entry of private equity into their space?