public markets

“I mean, they're essentially, yeah, like shit coins for, in the public market, so you can just trade.”

“Everyone knows that you can attach like dot AI to your B to B SaaS company and double your valuation. That never really happened in ESG just because I think the money that was actually flowing was mostly in the public markets. From these funds that, like, need…”

“It's hard to really lose your mind on things if you have the forcing function of the public markets, you know, around the corner every single day.”

“I actually think what we now have, Weirdly is effectively several markets for companies that are pretty decoupled from each other and kind of have their own logic and exist in their own vacuum. So like there is a public market, like the public market exists is…”

“When they go public, The actual way re like the public markets value these funds has absolutely nothing to do with returns. It is a hundred percent the fee base, right?”

“AI native SaaS is getting funded at an insane rate while you have these massive sell-offs in the public market.”

“Confidential filings don't fully obscure investor protections because all the traditional data needs to be released before any money changes hands, but it speeds up the time to market and increases coordination between private companies and their future shareh…”

“I do think the public market has a much greater tolerance for investment and a much longer time horizon than a lot of people in the venture ecosystem. Give it credit for it.”

“The two leading companies in the space are private, and their various numbers leak out from time to time, but you definitely don't get a complete picture, and it's very unusual to have the two companies driving the public markets are actually private.”