private companies

4 statements across 4 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 2, 2021 by David Friedberg · across every show →

Everything said about private companies, oldest first

Oct 2, 2021 bullish
Assertion Supported
Friedberg: $3T in private company value was created from 2011 to 2021
“And it is likely the case that three trillion dollars of value was created via private funding and private companies over the last 10 years.”
David Friedberg Oct 2, 2021 ▶ 1:21:17 E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more
Apr 28, 2023 bearish
Assertion Not checkable as stated
Friedberg: 70% of private startups are worth less than their preference stack
“Somewhere in the order of 70% of private companies are probably worth less than their preference stack.”
David Friedberg Apr 28, 2023 ▶ 40:38 E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
Sep 26, 2024
Assertion Supported
Laffont: Coatue counts roughly 1,500 private companies valued over $1B
“There's about 1500 companies, by our count, that are private companies with a last round of greater than a billion.”
Thomas Laffont Sep 26, 2024 ▶ 6:16 Thomas Laffont | All-In Summit 2024
Jun 7, 2026 negative
Opinion
Gavin Baker: There is no good reason for companies to remain private longer
“I don't think there is actually a good reason to stay private longer.”
Gavin Baker Jun 7, 2026 ▶ 4:38 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
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