Lemkin's shift from predicting a wave of tech IPOs to a more pessimistic outlook reflects an evolving market forecast based on two years of new economic data.
THEN · Aug 11, 2023
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NOW · Nov 27, 2025
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“And I may have the timing all wrong. I'm too optimistic, but I think there's 26 of them, which is one a week. I think there's 26 good companies at 200 that can IPO in 26 weeks in the back average.”
“I don't think we're going to see it. I don't think we earned it this year. I don't think, I don't think we have so many. You're better than Figma. You're better than Netscope. It's a high bar.”