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
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 a 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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That's more in the immediate term.
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It's also a very kind of easy excuse to say, you know, investors don't want to take on new risk.
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But as you had mentioned at the top of the show, we've been watching these markets soar and then pull back.
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If you look at anything in the chip space, they're up about 90% on the socks.
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So broadly speaking, most people are still feeling good, but we are hitting some of those summertime jitters.
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100% so far this year.
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We're just still seeing supply and demand trying to be matched.
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Obviously, you had the euphoria of listing day retail traders continuing to plow through the stock last week.
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Showing 321–340 of 473 · page 17 of 24
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