public markets

5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Dec 20, 2024 by Cyan Banister · across every show →

Everything said about public markets, oldest first

Dec 20, 2024 bullish

Prediction Not checkable as stated

Banister: M&A and IPO Markets Might Open Up Soon

“I think that's about to change, potentially, where M&A might open up in public markets. You know, you might see more companies go public than has been in the past, last four years.”

Cyan Banister Dec 20, 2024 ▶ 42:51 Cyan Banister & Lee Jacobs: Investing in 'The Magically Weird' | SpaceX, Uber, Anduril · Sourcery with Molly O'Shea

Jul 25, 2025 positive

Opinion

Vasavada: Biggest Portfolio Trend Is Merging Public and Private Markets

“So I think the biggest trend is the merger or the blend of Private markets and public markets coming together in one place in one orchestrated system, which is what we're aspiring to build. We call it the total portfolio solution.”

Samir Vasavada Jul 25, 2025 ▶ 10:02 How Vise Became a Unicorn With Just 40 Employees · Sourcery with Molly O'Shea

Jan 30, 2026 neutral

Insight

Franceschi: Startup valuations inevitably converge to public market reality

“The thing that most startup founders, in my opinion miss when they think about fundraising and private companies is that at the end of the day, everything converters to public markets.”

Pedro Franceschi Jan 30, 2026 ▶ 12:51 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea

Mar 30, 2026 bearish

What-if

Miller: AI companies would have been decimated if public

“And I think if any of the AI companies have been public, they would have been getting decimated.”

Ben Miller Mar 30, 2026 ▶ 23:42 The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea

Jul 24, 2026 bullish

Opinion

Tony Kim expects massive public market appetite for AI lab IPOs

“I am, ah, I'm hopeful, excited to see the big labs go public in the next 12 months. I think that will be, I think that'll be, I think it'll be interesting. It'll be exciting. And I think there is huge market appetite for it.”

Tony Kim Jul 24, 2026 ▶ 1:02:41 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea

public markets

Everything said about public markets, oldest first

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