Morgan Bender

Benedict Evans, a savvy mobile analyst, and Morgan Bender, a corporate development research partner at Andreessen Horowitz, dive into the current state of public markets and the rise of 'quasi-IPOs.' They discuss how technology and mobile growth have transformed investment landscapes. Interesting insights include challenges in valuing tech IPOs and the shift toward investing in late-stage private companies. They also explore the historical context of tech funding, illustrating how market trends bear a resemblance to past bubbles while emphasizing real, driven growth.