public markets
also referred to as: public market
7 statements across 7 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Jan 2, 2019 by Danielle Morrill · across every show →
Everything said about public markets, oldest first
Jan 2, 2019 neutral
Jan 2, 2019 negative
Evans: Deal structure distorts headline private valuations compared to public markets
“When you put money into a private company, on the other hand, particularly at these late, with these late stage deals, you have a bunch of what tends euphemistically to be called a structure. Around it, which means you have things like liquidity preferences, a…”
Jan 2, 2019 bullish
Andreessen: M&A will surge and drive top startups to go public
“We've probably been in a slow period for M&A for a while, but there is no question there's going to be a lot of M&A in the years ahead, and the companies that have public currencies, they're going to be able to be the acquirers and able to get big and become m…”
Apr 29, 2025 negative
Horowitz: OpenAI could not have completed its giant raise in public markets
“And then the public markets have become. I would say very difficult and dysfunctional to the extent that, you know, OpenAI just did a giant raise in the private markets, which I don't think they could have done in the public markets.”
Aug 23, 2025
Sep 4, 2025 negative
Casado: Public markets favor predictability over innovation, forcing incumbent defensiveness
“If you're in a large public company like I was, you realize that the public markets really care about predictability over innovation for sure. I mean, and so innovation is stifled so much. And in fact, it kind of causes large companies to protect themselves th…”