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Abundant private capital delays public listings

The guest argued that the abundance of private capital has structurally shifted the market, allowing companies to delay IPOs until their capital needs are too massive for private markets.

The argument

This dynamic means companies run privately longer to avoid public regulatory friction and market pressures. Consequently, the public market will structurally operate with fewer but significantly larger companies.

Hear it yourself
"And we as a as an important company, and governments also do too, play a role in thinking about what's the best way to make this go as well as possible, but with the ultimate goal of having the technology make our society more productive and therefore allow for more economic growth and more participation by everyone. And I was listening to a variety of things that were being said, and they didn't really make sense to me. And I thought it was important for Goldman Sachs to get into the discussion. And so there are things that are always different, but I generally,"
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