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Value Creation

2 clips

a16z Podcasta16z Podcast · Vasant Narasimhan

market insight

How Novartis CEO unlocked $180 billion by breaking up a 250-year-old company

Novartis CEO Vasant Narasimhan explains how he transformed the pharmaceutical giant from a sprawling conglomerate into four focused companies through strategic spinoffs and divestitures. He details the spin-offs of Alcon and Sandoz, plus the sale of their Roche stake, which collectively unlocked nearly $180 billion in value.

5:26 - 5:4518s
corporate-restructuringspinoffsvalue-creation

a16z Podcasta16z Podcast

market insight

Private markets now capture 55% of value creation vs 12% decades ago

A dramatic shift has occurred in where tech value creation happens, with private markets now capturing 55% of value creation for recent IPOs compared to just 12% in previous decades. The speaker discusses how this trend has benefited private investors and highlights their portfolio of major private companies including SpaceX, OpenAI, Databricks, and Stripe.

20:37 - 21:1538s
private-marketsvalue-creationipos