IPO

also referred to as: ipos

4 statements across 4 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Jun 22, 2024 by Brad Gerstner · across every show →

Everything said about IPO, oldest first

Jun 22, 2024 bearish
Assertion Contradicted
Gerstner: 2021–2024 IPO Volumes Are Lower Than During 2008 Financial Crisis
“And shockingly, IPOs in two, in twenty-twenty-four, twenty-twenty-one through twenty-twenty-four are fewer than during the great financial crisis in 2008.”
Brad Gerstner Jun 22, 2024 ▶ 21:06 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 25, 2024 bearish
Insight
Gurley: Funding founder secondaries eliminates the primary incentive for tech IPOs
“And if you're going to be founder friendly and write big checks, guess what? You're going to be supportive of founder secondary. And you're going to be in for, you're going to be supportive of broad based employee secondary. When you do those things, you are t…”
Bill Gurley Sep 25, 2024 ▶ 39:51 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 20, 2025 positive
Insight
Laffont: Profitable companies growing over 25% should prepare for an IPO
“So our advice being to entrepreneurs that if you are growing over 25%, you are profitable. Time to think about whether you should be public. But that doesn't necessarily mean going public. As you well know, there's a difference between being IPO ready and goin…”
Thomas Laffont Jun 20, 2025 ▶ 54:49 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
Aug 28, 2025 positive
Assertion Contradicted
Gerstner: OpenAI and Anthropic Private Rounds Eclipse Recent Tech IPOs
“I think these are bigger private IPOs than any public IPO done in the last five years in the tech market, right?”
Brad Gerstner Aug 28, 2025 ▶ 1:30 China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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