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17 results for “market hype”
...the public market equivalent of FOMO. That's how FOMO manifests. I think the direct listing is like you're a little bit scared you're not gonna get those long onlys. You're not gonna properly market it to them. And it's 7% to the bankers. In the gran
16:30 / 17:29
from transcript16:30 – 17:29
...Stock market's about to hit a new high. Tariffs have been they retreated on tariffs, and m and a is going crazy. Paige, Meaghan, I'm curious if you're seeing similarly strong m and a vibes out there in the market. Meaghan, start with you. I would def
17:14 / 18:26
from transcript17:14 – 18:26
Just being ballsy enough. You're right. What are we gonna what are we gonna do with Zuck? What are we gonna do? Just being ballsy enough to write a $10,000,000,000 check for something weird is in and of itself heroic. Guys, I do just wanna go to a co
1:00:00 / 1:01:02
from transcript1:00:00 – 1:01:02
When I listen to you talk, when I, you know, I just listen to the short interview that Elon did at at at CES, I I'm hearing a level of enthusiasm that feels somewhat unprecedented to me, like, over, you know, the past three decades, in in terms of ju
8:14 / 9:21
from transcript8:14 – 9:21
but, you know, the laypeople are like, why don't why don't you invest it? It's not that simple. Your EPS goes down. No one likes that with a normal company. No one wants to see Zoom's revenue EPS go down. Like, it's the whole value of the company tod
57:02 / 58:47
from transcript57:02 – 58:47
...the market. With valuations at the current level, there's clearly optimism. But it's a very different kind of optimism from, frankly, what I expected a few years ago, which is to trace to your question, investors will be asking who are the long term
24:35 / 25:45
from transcript24:35 – 25:45
that that companies are deciding to go down this route and if you think it's gonna end. Yeah. I mean, it seems like and I think the metaphor that often gets used is sort of a thought. And it feels like we're kind of in the early stages of a thought.
23:53 / 25:04
from transcript23:53 – 25:04
...market sentiment and specific sentiment about the deals. And to some extent, the only way you find out is putting them out there and seeing what the demand is. I think pretending you have this a priori knowledge of how these things are gonna trade or
14:07 / 15:30
from transcript14:07 – 15:30
...market. With valuations at the current level, there's clearly optimism. But it's a very different kind of optimism from, frankly, what I expected a few years ago, which is to trace to your question, investors will be asking who are the long term winn
23:51 / 25:08
from transcript23:51 – 25:08
He recently started early stage firm chemistry, but had spent, like, over a decade over at Index Ventures. And to your point about, like, waiting and seeing about IPOs, he had this great quote, and he said, I think the people holding their breath for
25:28 / 26:31
from transcript25:28 – 26:31
It was an outsized raise. They had a range of I think it was up to $33 a share. They ended up selling a 34. So they raised a billion dollars. And when it went in, they actually debuted and started trading, it didn't plummet, which is I think, like, I
23:15 / 24:25
from transcript23:15 – 24:25
But I would say there's plenty of wall of worry as well as for every conversation I have with people in Silicon Valley who say they're gonna invest more in compute, this is the year of agentic AI that we may see AGI in the next eighteen months. I hav
8:50 / 10:00
from transcript8:50 – 10:00
an episode of Equity to this. She spoke with Greg Martin, who's the managing director at Rainmaker Securities, and the whole discussion was about how this IPO feels different. So highly recommend you go and listen to that, and that will be in our sho
27:40 / 29:07
from transcript27:40 – 29:07
...market's about to hit a new high. Tariffs have been they retreated on tariffs, and m and a is going crazy. Paige, Meaghan, I'm curious if you're seeing similarly strong m and a vibes out there in the market. Meaghan, start with you. I would definitel
17:59 / 19:00
from transcript17:59 – 19:00
I ain't buying them today. That's when the rubber hits the road, when people are done talking, and then they wanna say they believe. And I don't have that conviction yet because people who have money and conviction are saying they're gonna spend. Loo
37:19 / 38:33
from transcript37:19 – 38:33
but I don't think I have to solve that problem now. All you have to say is, does it look like I I don't think you have to believe in the trillion dollar data center or the all human beings are gonna be unemployed by AI to believe in the at the margin
36:43 / 38:00
from transcript36:43 – 38:00
secure in the knowledge that no one has a voice other than them. And they can actually spend their cash, which is otherwise trapped. It's trapped with these large public companies. It just builds up in weird areas, and it's unspendable. All you can d
56:37 / 58:14
from transcript56:37 – 58:14
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