David Bauer

Rosh Wijayarathna and David Bauer of J.P. Morgan delve into the booming venture capital landscape, highlighting AI's significant market share and defense tech's rapid expansion. Rosh shares insights on the importance of patient investor relationships and evolving fundraising dynamics. David discusses the active IPO pipeline and what public markets seek: strong growth and healthy margins. Both emphasize the growing need for companies to integrate AI into their narratives while navigating strategic M&A opportunities and private equity interests.