Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

<p>(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!</p> <p>(0:47) Secondary Markets are Booming & Competing with IPOs</p> <p>(3:10) Why Companies are Staying Private So Long?</p> <p>(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access</p> <p>(13:28) Secondary Markets as Exit Liquidity for VCs</p> <p>(27:00) The Private Market Bubble?</p> <p>(32:03) Hottest Secondary Companies Right Now</p> <p dir="ltr">Thanks to our partners for making this possible!</p> <p dir="ltr">EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.</p> <p dir="ltr"><a href= "https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship"> https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship</a></p> <p dir="ltr">NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p dir="ltr"><a href= "https://www.nyse.com">https://www.nyse.com</a></p> <p dir="ltr">Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p dir="ltr"><a href= "https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow Gavin:</p> <p><a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a></p> <p>Follow Kelly:</p> <p><a href= "https://www.linkedin.com/in/kelly-rodriques-9b49418">https://www.linkedin.com/in/kelly-rodriques-9b49418</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p>