private markets
also referred to as: private market
5 statements across 5 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Oct 25, 2022 by Abhishek Goyal · across every show →
Everything said about private markets, oldest first
Oct 25, 2022 bearish
Sep 22, 2023 negative
Nov 3, 2023 bullish
Nov 29, 2024 neutral
Public tech markets are not in a dot-com style bubble today
“It's nothing like the bubble we saw in the year, 2000. Cisco as a provider of the plumbing for the internet is the closest comparable. Cisco is trading at 200 times earnings. So I don't think we're in bubble territory in the world of technology yet. I think th…”
Aug 29, 2025
Makhija: Public markets prioritize governance and financial predictability over TAM
“When I, before going to the road shows, when I talked to my counterparts who would raise money in the private market, the conversations are a lot different, a lot about time, a lot about good potential un sort of undiscovered time, et cetera. Here it's a lot a…”