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

newest first · ▶ plays the moment

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

you would have said, okay, 25, 30, sure, you can sell me on that. matched

Now it's like 35 to $40 billion. matched

Just because your comps are up so sharply just starts to make sense when you're looking at how you have to value a company when it's going public is what do your comparables look like? matched

Take a little bit of a discount. matched

And that math is kind of working in the company's favor. matched

Again, just given the move higher that we've seen for some of those peers. matched

Well, I think that was the big pitch and the big reason that matched

diversifying away from G42 at least eased some indigestion for investors. matched

Yes, when they tried to go public the first time over a year ago, it was concentration risk, it was CFIUSC uncertainty, it was obviously kind of every number of potential bear cases, whereas now the tide really has shifted. matched

So you do have matched

the kind of hyper focus of one customer, similar to a core weave where there was such a bare case of, okay, well, how reliant are you on one company? matched

Now we're seeing that spread out just a little bit. matched

The interesting thing will be, how do they structure this lockup and what does the performance really look like six months from now, as opposed to day one trading, which we've seen kind of can be all over the map. matched

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