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tech IPOs

5 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 8, 2017 by Randy Glein · across every show →

Everything said about tech IPOs, oldest first

Feb 8, 2017
Assertion Supported
Median Tech IPO Market Cap Since 2010 Is $1 Billion
“Since 2010, we've gone back and looked at all of the tech IPOs since 2010. It's nearly 160 IPOs, and the median market cap at IPO Is a billion dollars across all of those IPOs.”
Randy Glein Feb 8, 2017 ▶ 12:59 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth
Apr 3, 2025 negative
Assertion Supported
Lemkin: Most tech IPOs trade flat two years post-listing
“Most tech IPOs are flat two years out, so why would you buy in the IPO, right?”
Jason Lemkin Apr 3, 2025 ▶ 50:13 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Apr 3, 2025 neutral
Insight
Lemkin: Expiring RSUs force late-stage tech IPOs more than investor liquidity
“A lot of that is driven by taxes in the US. It's not really driven by liquidity for investors. It's driven by this brutal tax situation of RSUs expiring. They're expiring on employees and they're becoming taxable events before the IPO.”
Jason Lemkin Apr 3, 2025 ▶ 52:39 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
May 22, 2025 neutral
Prediction Not checkable as stated
O'Driscoll: Tech IPO baselines will never return to $100M revenue
“And if you get high priced rounds with lots of price protection and you ultimately go public, you may in fact discover that the last couple of rounds were way more expensive than you thought. And I think that's, what's going to kind of, I don't think it'll eve…”
Rory O'Driscoll May 22, 2025 ▶ 48:08 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Dec 22, 2025 bullish
Prediction Held up
Lemkin: 2026 will see one or two trillion-dollar tech IPOs
“The idea that we will have a trillion dollar IPO next year, maybe two, we might have two trillion dollar IPOs”
Jason Lemkin Dec 22, 2025 ▶ 30:28 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
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