The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
6/6/202632 min
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!
(2:05) Both CEOs on going public: Impact on employees, customers, and business operations
(13:18) Timelines for datacenters in space
(19:28) Cerebras business breakdown, AI's impact on the silicon market
(24:45) How Founder/CEOs think about liquidity on the road to going public
Thanks to our partners for making this possible!
EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what's next.
https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Transcript preview
First 90 secondsChamath Palihapitiya· Host0:00
Hey, 2026 could be an all-time record for IPOs.
Speaker 10:04
The AI IPO of the year so far. That company is Cerebras. Cerebras Systems founder and CEO, Andrew Feldman.
Andrew Feldman· Guest0:11
We are participating in something extraordinary. On everything we do, we are the fastest bar none.
Speaker 10:17
Will Marshall is the co-founder and CEO of Planet Labs.
Brad Gerstner· Guest0:20
Space and AI are really, um, a match made in heaven. They're getting married, in fact. Just like Google figured out how to index the internet and make it searchable, we are indexing the Earth and making it searchable.
Speaker 10:33
He's got his glasses, the famous red glasses. Brad Gerstner's here, founder and CEO of Altair Capital, a leading tech investment firm.
Speaker 40:40
I believe that the wave is the biggest wave in the history of technology, will be incredibly beneficial for America. I'm rooting for all of them because I'm rooting for America.
Speaker 50:49
Ladies and gentlemen, please welcome Brad Gerstner, Will Marshall, and Andrew Feldman.
Speaker 10:57
[upbeat music] You're on the couch. We switched it up.
Brad Gerstner· Guest1:02
How are you?
Speaker 11:03
You're on the couch.
Brad Gerstner· Guest1:04
Jason.
Andrew Feldman· Guest1:05
Nice to see you, my guy.
Brad Gerstner· Guest1:06
How are you, my friend? Nice to see you.
Andrew Feldman· Guest1:07
Hey.
Brad Gerstner· Guest1:07
Good to see you.
Chamath Palihapitiya· Host1:08
Not bigly.
Brad Gerstner· Guest1:09
Nice to see you.
Andrew Feldman· Guest1:09
Last, last time I saw you, we were in Davos.
Chamath Palihapitiya· Host1:11
Yes.
Andrew Feldman· Guest1:12
We were in Davos causing trouble.
Chamath Palihapitiya· Host1:14
Oh, another name drop. Another J Cal. [laughs] Doing that little Davos shuffle.
Andrew Feldman· Guest1:17
Yeah, we're just, you know, it was pre-IPO. We're chopping it up.
Brad Gerstner· Guest1:20
Just Davos.
Andrew Feldman· Guest1:21
We're in Davos.
Brad Gerstner· Guest1:22
Hanging out at Davos.
Andrew Feldman· Guest1:23
Well, no, listen, I was sup- everybody knows the story.
Brad Gerstner· Guest1:25
Go to Davos.
Andrew Feldman· Guest1:25
I'm supposed to go on my yearly Japan ski trip. Sax calls me- With Tucker.