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 months

Recordings per month over the last 12 months — 18 in all, peaking in Jun 2026 with 8.

Appearances

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Bloomberg Tech · GameStop’s $56 Billion Bid for eBay · 4 May 2026 podcast

is so enormous in Africa. matched

In their mind, yes. matched

And even when I talk to investors, there's a world that they will kind of be another option, if you will. matched

It goes back to kind of the debate around Starlink and saying, okay, well, yes, they dominate that potential market, but there have to be other players. matched

So while there is, at least for now, a monopoly of sorts for NVIDIA, when you look at the partnerships that Cerebras has matched

has inked. matched

Obviously, G42 was a big risk, but now leaning into open AI and kind of diversifying the customer flow, it does seem like that's a bit of a bull case. matched

And keep in mind, even with this potential IPO, we're talking about a company potentially valued at $33 billion, not $4 trillion. matched

Good context. matched

It is a geopolitical story, but you have to keep in mind that this is a company that fits into the themes that are dominating capital markets right now, AI and AI infrastructure. matched

So we've seen investors lean into the X energies of the world that want matched

promise a nuclear future. matched

We're talking about this name with a number of hedge funds and long-only investors, and they're saying you kind of have to own this company matched

if you play the IPO calendar. matched

So it will broaden across, reach across kind of the broader investor group, if you will. matched

And one thing to keep in mind, with this launch, we're expecting potentially $8 billion of IPOs, proceeds being raised in the next two weeks. matched

This will be a big part of that and how this performs will help set the stage for SpaceX likely next month. matched

I mean, that's been the interesting thing, right? matched

As you look at the SOX, we were up more than 35% in the last month. matched

So when you look at expectations for this company in particular, a month ago, matched

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