Aaron Levie
speaker
876 appearances
1 recordings
1 series
first heard Apr 2025
last heard Apr 2025
Aaron Levie’s voice in public audio — every appearance, attributed to the second.
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Appearances
And like you can kind of bend your mind a little bit and be like, well, at the end of the day, if you have a flow of cash coming into the company, you basically can make your own market for your shares.
Which means that any shareholder can basically decide at any point, do I like the price now or do I want to hold it?
And you don't really have to like I like there's a very real scenario where a lot of these companies that are doing this model don't have to go public ever.
Like, and it just and there's not a premium that they that they give up in that process.
In fact, there might be a premium to staying private because they don't have the volatility that we all deal with in the public market and and so on.
issue where so that okay, so so if you play it out really far and let's say you had like thirty really good companies doing this, it would be kind of funny because you might be like, Well, why does that company have to go public?
Like like I I that that I would actually say would be maybe a bad scenario because I do think just having choice in capital markets is is probably good.
It would be but like for instance, the adverse selection that that we saw, which was the micro version of that, is is spacks were basically adverse selection.
Because you're like, okay, who needs to really, really go public right now?
Or who's just going public because it's convenient?
Those are like not reasons to go public.
If it's if you're going public because it's convenient and you're or you're going public because you need to, those are like instant filters for like don't be public.
The kind of companies that should go public are like you have predictable revenue, you're at a scale where that predictably will probably sustain.
Like there's not a major disruption coming that was gonna like flip your model overnight.
You have some degree of like, you know, a thousand employees, like enough, enough sort of scale where like you're, you know, things aren't gonna blow up because one person leaves or or this org chain.
Um and uh and and so you don't really want companies that are like rushing to go public before they have a lot of those conditions met.
Um and so it would be interesting, yeah, if there's a you know, 10 year from now version of that, which is like all the numbers are five times bigger, but it's still problematic relative to to the private companies.
But but I think if you were to design a system from scratch, we never even, you know, had the the the as as kind of like liquid markets as we have today, which is obviously
a great thing and a great asset for the US.
I think you would just say, okay, I start a business.
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