Prediction Open AI assessment confidence: 90% certainty 3/5 debate potential 3/5

Wolfe: General Atlantic, General Catalyst, and a16z will go public

Josh Wolfe · Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) · Dec 8, 2025 · at 8:48

Josh Wolfe, co-founder of Lux Capital, analyzes mega-funds scaling toward $100 billion in AUM and following the path of public private equity firms.

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“And I believe that at least General Atlantic, General Catalyst, Andreessen, maybe Insight, maybe Lightspeed, go public.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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