The Return of Tech IPOs in 2025? What’s Fueling the Optimism

Dan Nathan is joined by Jesse Chasse, head of tech ECM at RBC Capital Markets, to discuss insights from RBC's recent TIMT conference in New York City. They explore the optimistic outlook for the IPO market in 2024, the performance of software subsectors, and the impact of generative AI. The conversation covers the public versus private investment dynamics, venture capital pressures, M&A potential, and regulatory considerations. The discussion also touches on public market demand for growth stories, the scarcity of high-growth tech companies, and challenges around valuations in the AI sector. Jesse shares personal anecdotes, including the experience of using Waymo's robo-taxis and the implications of potential deregulation driven by Elon Musk. The episode concludes with reflections on the evolving tech landscape and anticipated new narratives in the upcoming year.

About: Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how Al is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios.

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