scarcity premium
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 21, 2025 by Rory O'Driscoll · across every show →
Everything said about scarcity premium, oldest first
Aug 21, 2025 neutral
O'Driscoll: Tech IPO wave will eliminate private market scarcity premiums
“If all those companies were to go public, as you say, if the canvas of this world, if the database wanted to go out, it's not clear to me that they'd get that three X pop. Instead, you might want to have is, okay, they'd probably trade at the very high, quite …”