Podcasts · All-In with Chamath, Jason, Sacks & Friedberg
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
· 40 min
Episode Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
(0:47) Secondary Markets are Booming & Competing with IPOs
(3:10) Why Companies are Staying Private So Long?
(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access
(13:28) Secondary Markets as Exit Liquidity for VCs
(27:00) The Private Market Bubble?
(32:03) Hottest Secondary Companies Right Now
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
Follow Brad:
https://x.com/altcap
Follow Gavin:
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Follow Kelly:
https://www.linkedin.com/in/kelly-rodriques-9b49418
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Links in the notes 16
- https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
- https://www.nyse.com
- https://www.plaud.ai
- https://x.com/altcap
- https://x.com/GavinSBaker
- https://www.linkedin.com/in/kelly-rodriques-9b49418
- https://x.com/chamath
- https://x.com/Jason
- https://x.com/DavidSacks
- https://x.com/friedberg
- https://x.com/theallinpod
- https://www.instagram.com/theallinpod
- https://www.tiktok.com/@theallinpod
- https://www.linkedin.com/company/allinpod
- https://rb.gy/tppkzl
- https://x.com/yung_spielburg
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