The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

IPO回归:科技巨头为何终于走向上市 | 全额流动性IPO论坛

All-In with Chamath, Jason, Sacks & Friedberg

2026-06-07

32 分钟
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单集简介 ...

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next. https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Brad Gerstner: https://x.com/altcap Follow Andrew Feldman: https://x.com/andrewdfeldman Follow Will Marshall: https://x.com/Will4Planet Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg
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单集文稿 ...

  • Hey, 2026 could be an all-time record for IPOs.

  • The AI IPO of the year so far: that company is Cerebras.

  • Cerebras Systems founder and CEO, Andrew Feldman.

  • "We are participating in something extraordinary. On everything we do, we are the fastest,

  • bar none." Will Marshall is the co-founder and CEO of Planet Labs.

  • "Space and AI are really a match made in heaven. They're getting married,

  • in fact. Just like Google figured out how to index the internet and make it searchable,

  • we are indexing the earth and making it searchable." He's got his glasses, the famous red glasses.

  • Brad Gerstner is here, founder and CEO of Altimeter Capital, a leading tech investment firm.

  • "I believe that the wave is the biggest wave in the history of technology. It will be incredibly beneficial for America.

  • I'm rooting for all of them because I'm rooting for America." Please welcome Brad Gerstner, Will Marshall,

  • and Andrew Feldman.

  • Nice to see you, my man.

  • Nice to see you.

  • Last time I saw you, we were in Davos?

  • Yes.

  • We were in Davos causing trouble.

  • Another name drop.

  • Another J-Cal.

  • Do you know that little Davos?