public companies

“In the year, 2000, there was 8000 public companies in the year, 2020, July, 2020, as we sit there, August, 2020, there's about 4000. So we've seen a shrinking of 50% of the number of public companies.”

“We've gone from 8000 public companies to 4000 in 20 years, so let's reverse the tide.”

“If you can see folks acquiring adjacent features, or if you can see folks taking expense lines and turning them into revenue lines, these are, in my opinion, sure bet companies that compound forever in the public.”

“Over two thirds of companies now that have gone public since 2020. Are worth less than the capital that they have raised as in the venture market.”

“The number of public companies I think has halved in the last 20 years.”

“People generally make the argument that it is critical for discipline to be public and public companies run in a more disciplined fashion. And I think that's hogwash. Like if you need a 25 year old fidelity analyst asking you to double click on your capex, bla…”

“I think 2026 is going to be a big year for IPOs. I'm not going to say which ones. I think there's going to be a bunch of them, a bunch of successful ones, and I think we could see trillions of dollars of new market cap created of public companies.”

“We have fully today half the number of public companies as we had 30 years ago”