Jesse Chasse

In this discussion, Jesse Chasse, head of tech ECM at RBC Capital Markets, shares his expertise on the tech IPO landscape. He elaborates on the optimistic outlook for 2024 and the unique dynamics of public versus private investment. The conversation dives into the impact of generative AI, venture capital pressures, and the challenges in tech valuations. Jesse also recounts his experience with Waymo's robo-taxis, reflecting on deregulation led by Elon Musk and its implications for the evolving tech market.

Rick Heitzmann, co-founder of FirstMark Capital with a rich background in early-stage tech investments, and Jesse Chasse, head of tech equity capital markets at RBC, discuss a revival in VC optimism for 2026. They explore how AI startups are disrupting traditional SaaS models and why most venture returns come from public markets. The duo delves into the factors behind successful IPOs, the shift toward AI-driven business models, and the resurgence of M&A, marking a transformative time for tech investment.

Jesse Chasse, Head of Tech Equity Capital Markets at RBC Capital Markets, shares his insights on the current market landscape. He discusses the recent sell-off driven by tariff news and its effects on small and mid-cap companies. The conversation dives into the complexities of the IPO pipeline and the vital role of liquidity for private tech firms. Chasse highlights how AI and large-cap IPOs could shape market health moving forward and reflects on the broader economic resilience amid significant regulatory scrutiny.

Jesse Chasse, MD from RBC discusses the revival of tech IPOs, analyzing the challenges faced by software and AI companies. They explore the transition from private to public profits using examples like Uber, and offer valuable advice for founders and investors on navigating the current tech investment landscape.

Kara Swisher discusses her book 'Burn Book' and tech industry insights. Jesse Chasse from RBC Capital Markets talks about the IPO market, lessons from SPACs/direct listings, and Uber's journey. The discussion also covers the path to going public, comparisons to the dot com bubble, and the current economic environment.