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This Week in Startups

Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd | E1875

Jan 6, 2024
Join Bill Gurley, a seasoned partner at Benchmark, and Brad Gerstner, the innovative CEO of Altimeter Capital, as they dive into the current tech market turmoil. They compare today's startup shutdowns to the dot-com crash and discuss shifting investor strategies in a volatile landscape. The duo debates the booming AI sector and its future, while speculating on which tech giants might prosper or falter in 2024. Their insights bring clarity to a rapidly evolving industry filled with both challenges and opportunities.
01:28:56
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Episode guests

Bill Gurley
Brad Gerstner

Podcast summary created with Snipd AI

Quick takeaways

  • Public markets provide a cheap source of capital and have proven to be a hub for innovation
  • The market reset has led to more reasonable pricing, increased availability of technical talent, and a favorable environment for starting a company

Deep dives

Public markets and the open window for IPOs

The speaker emphasizes that the public markets, such as Amazon, Google, and Salesforce, have proven that innovation can happen in the public markets. They argue that the idea that you can't innovate in public markets is false, and that going public provides a cheap source of capital. They anticipate that the IPO markets will open up in 2024 and 2025 due to a backlog caused by a lack of IPOs in the previous years.

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