대형 기업들이 상장하지 않을 때: 5조 달러 규모의 비공개 기술 시장 내부
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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...
출처 기사
Acquired Podcast (United States) | Feb 26, 2026
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AI 번역 · 원문 보기
The collapse of legacy software valuations signals a need for private companies to rethink their strategies before going public.
AI 번역 · 원문 보기
The growth of SPVs and tender offers may obscure true market values, making it harder for investors to gauge real performance.
AI 번역 · 원문 보기
The $5 trillion in private tech markets creates an unequal playing field, benefiting only a select few investors and limiting public access.
AI 번역 · 원문 보기
As AI companies expedite their public offerings, we may see a shift that could redefine market valuations and investor expectations.
AI 번역 · 원문 보기
The rise of private markets allows founders to maintain control and innovate without the pressures of public scrutiny.
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