The Compound and Friends The World According to Joe Lonsdale
39 snips
Mar 31, 2025 
Join entrepreneur Joe Lonsdale, founder of Palantir and 8VC, and Jacob Miller, chief solutions officer at Opto, as they dive into the fascinating world of AI and entrepreneurship. They explore how private markets are being democratized and the implications of current investment trends amidst a shifting economy. Lonsdale and Miller discuss the potential and challenges of AI's impact on jobs, the intricacies of investment liquidity, and the role of American innovation in tech and defense, with a nod to the quirky influence of personalities like Elon Musk.
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Navigating the IPO Market
- Consider the IPO market's current state before investing.
- Uncertainty makes markets hesitant, so look for increased certainty.
The Changing Role of IPOs
- Private companies now have less incentive to IPO due to abundant private capital.
- IPOs are becoming more about employee liquidity than raising capital for expansion.
Adapar's Funding Strategy
- Adapar, a portfolio accounting software company, recently raised substantial funds but didn't strictly need the capital.
- The funds primarily provide liquidity for early employees, demonstrating a shift in IPO priorities.