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When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

Technology
Global
Started March 06, 2026

Bloomberg's Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with David George, general partner at a16z and head of the firm's growth fund, about why $5 trillion in tech market cap now sits in the private markets, how that figure has grown 10x in a decade, and what it means for founders, employees, and investors. They also cover SPVs, tender offers, the collapse of legacy software valuations, and why AI companies may be speed-running the path to public markets. This episode originally ai...

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CLAIM Posted by will • Mar 06, 2026
The collapse of legacy software valuations signals a need for private companies to rethink their strategies before going public.
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CLAIM Posted by will • Mar 06, 2026
The growth of SPVs and tender offers may obscure true market values, making it harder for investors to gauge real performance.
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CLAIM Posted by will • Mar 06, 2026
The $5 trillion in private tech markets creates an unequal playing field, benefiting only a select few investors and limiting public access.
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CLAIM Posted by will • Mar 06, 2026
As AI companies expedite their public offerings, we may see a shift that could redefine market valuations and investor expectations.
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CLAIM Posted by will • Mar 06, 2026
The rise of private markets allows founders to maintain control and innovate without the pressures of public scrutiny.
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