Ryan Gould
speaker
56 appearances
3 recordings
1 series
first heard May 2026
last heard 13 Aug
Ryan Gould’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
And, you know, there's been so much said and written over the past, what, two, three, four, five months around who's actually going to be, quote-unquote, leading this deal.
I mean, if you look at the S1, Goldman Sachs is in that plum left position.
To the right of them are Morgan Stanley, Bank of America, Citigroup, and JP Morgan, the last three sort of in alphabetical order, as it were.
But, you know, I think...
If you're Goldman Sachs, you're looking at this and saying, this is a great marketing win for us.
We are the preeminent franchise for IPOs and technology on the street.
And then you're Morgan Stanley, who maybe is saying, well, we've done a lot of work for Elon Musk over the years.
What does that mean for us?
Well, if you actually dig down into the filing, you can see that Morgan Stanley does have that stabilization agent role, which I will say is not something to really pass over.
The stabilization role is crucial to...
to trading that very first day flow.
And in some cases that could be up to 20 to 30% of that flow on day one.
And they're obviously gonna take a certain cut of that revenue.
So, you know, it comes down at the end of the day to sort of marketing versus economics.
I mean, our understanding is that the economic structure in terms of who's getting the fees is roughly equal.
But if you're Goldman Sachs, you're able to go out to your investors and say, or your shareholders and say, you know, we are leading the biggest IPO of all time.
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