Eran Zinman

Private companies are great, but those companies reach where they're reached because of multiple things, and they're very successful companies.

Private companies are great, but those companies reach where they're reached because of multiple things, and they're very successful companies.

And I think the cycle is going to shift once.

And I think the cycle is going to shift once.

You know, like fungus after the rain, you're going to see another public company change and accelerate, another one accelerate, and investors are going to say, hmm, it happens.

You know, like fungus after the rain, you're going to see another public company change and accelerate, another one accelerate, and investors are going to say, hmm, it happens.

So let's rethink who else is going to change over time, and valuations will go up.

So let's rethink who else is going to change over time, and valuations will go up.

I don't know.

I don't know.

I think most of them.

I think most of them.

It's not like, again, I'm not an investor, so I don't have my own list.

It's not like, again, I'm not an investor, so I don't have my own list.

I think it's been a bloodbath.

I think it's been a bloodbath.

It's really hard to take.

It's really hard to take.

Well, obviously AI.

Well, obviously AI.