Patrick McGoldrick

speaker

252 appearances 1 recordings 1 series first heard Dec 2025 last heard 18 Dec

Patrick McGoldrick’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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Bloomberg Tech · Micron’s Rosy Memory Outlook Lifts AI Hopes · 18 Dec 2025 podcast

But as it relates to the equity lens, companies are staying private a lot longer.

It's well understood from 1997 being five years on average and $20 million of sales to 2025 where it's $220 million of sales and 14 years of being a private company.

But the demand is there.

The depth of the private markets is there.

I think the growth we're seeing is fueled by great innovation in the private markets.

And so it's a theme that we're excited about.

It's something that we think we're well positioned for as a firm and excited to see what the year ahead brings.

I think it's a really important question, I'm glad you asked, because inherent in every valuation, of course, is is it supported by the fundamentals?

Ali and the Databricks management team have done an exceptional job of positioning themselves effectively for the AI wave, making sure that data and that infrastructure layer is well supported, and that they're the market leader.

And it shows up in the metrics.

They're growing two times the rate of public high growth SaaS comps.

They're positioned effectively with net expansion rates of 140%.

There are no public companies in the software space growing at that level.

So I think that drives the valuation.

It drives the demand for the company.

They've also been aggressive in their pursuit of assets on the acquisition side that have effectively positioned them.

So to us, it was a privilege to co-lead the financing.

We think the public markets will view this as one of the premier darling assets in the private markets.

And so when they go public, it will be an exciting moment for the company and certainly for us.

So I will let the company speak for themselves on that.

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