Dan Nathan is joined by Jesse Chasse, head of tech ECM at RBC Capital Markets, to discuss insights from RBC's recent TIMT conference in New York City. They explore the optimistic outlook for the IPO market in 2024, the performance of software subsectors, and the impact of generative AI. The conversation covers the public versus private investment dynamics, venture capital pressures, M&A potential, and regulatory considerations. The discussion also touches on public market demand for growth stories, the scarcity of high-growth tech companies, and challenges around valuations in the AI sector. Jesse shares personal anecdotes, including the experience of using Waymo's robo-taxis and the implications of potential deregulation driven by Elon Musk. The episode concludes with reflections on the evolving tech landscape and anticipated new narratives in the upcoming year.
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