Bailey Lipschultz
speaker
473 appearances
18 recordings
1 series
first heard May 2026
last heard 10 Aug
Bailey Lipschultz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.
Appearances
We've seen shares come back to Earth, trading around where they opened
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in the company's debut, still above the IPO price, but still leaving some retail investors who chase the stock in the red.
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The big question going forward, as you mentioned with things like SK Hynix, is what does the market look like months from now when these companies look to tap the market?
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Yeah, we've reported that both are leading the charge on both deals.
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So that would likely bring a big payday.
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Again, fees weren't that high for the bankers leading the SpaceX IPO.
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But the big question to that point, Ed, becomes a debate around, do we see Anthropic in late 3Q, early 4Q?
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What does that mean for Goldman Sachs and Morgan Stanley, especially when people have been excited about both of these deals coming to market and what that could mean
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broader.
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These are two companies that are going to need to raise a lot of money to continue to chase their dream of dominating the artificial intelligence.
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Boom.
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So it's not just IPO proceeds.
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It's not just fees from that potentially for open AI and anthropic for the likes of a Morgan Stanley and Goldman Sachs.
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It's what levers can they pull for raising cash through equity sales, through bonds in the public market.
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And those are two things that you need public equities to be trading to actually be able to tap.
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Well, I think that's the most interesting part around the likes of an open AI.
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They wouldn't really be chasing to go public for a number of months.
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So as much as you can point to the volatility of this week, it doesn't really matter in the grand scheme unless there's some kind of dire concern of what the markets would look like come September, October.
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and into the end of the year.
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We normally, when we talk to bankers, they point to market conditions as a reason to hold off on launching and pricing IPOs.
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Showing 281–300 of 473 · page 15 of 24
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