https://minutesof.com/brad-gerstner/on/ipo/ Everything Brad Gerstner has said on ipo: 16 verbatim quotes between October 2020 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:49 +0000 https://minutesof.com/q/000da9f5-9c45-42be-bcc4-8021a5f9c2a3/ https://minutesof.com/q/000da9f5-9c45-42be-bcc4-8021a5f9c2a3/ “If that revenue is on track, right, if they're headed to a $100,000,000,000 of exit revenue, you know, this year and and and have an IPO in the back half, I think you could see a really robust, you know, back half of the year.” — Altimeter Capital Thu, 02 Jul 2026 20:07:21 +0000 ipo https://minutesof.com/q/267c4dfc-527c-43f2-8c67-0657b85964a9/ https://minutesof.com/q/267c4dfc-527c-43f2-8c67-0657b85964a9/ “We have incredible IPOs coming starting with SpaceX rumored on June 12. Hopefully, I'll be back in the New York Stock Exchange with you guys.” — Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 ipo https://minutesof.com/q/ca982319-8c30-482f-9daa-5b2284cccaad/ https://minutesof.com/q/ca982319-8c30-482f-9daa-5b2284cccaad/ “It's gonna be an incredible IPO. It's gonna raise about 75 it's gonna raise about $75,000,000,000.” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 ipo https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ “Over the course of the next twelve to eighteen months, both Anthropic and OpenAI will come public would be my guess.” — Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 ipo https://minutesof.com/q/13d8c70e-131b-442f-abd6-68b88af7cc60/ https://minutesof.com/q/13d8c70e-131b-442f-abd6-68b88af7cc60/ “if you guys went public at 10 times 100,000,000,000 in revenue, right, which would be I think a lower multiple than Facebook went public at, a lower multiple than a lot of other big consumer companies went public at, That would put you at a trillion dollars.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 ipo https://minutesof.com/q/fa0e298b-b580-4e1c-9b76-2a7e5932332c/ https://minutesof.com/q/fa0e298b-b580-4e1c-9b76-2a7e5932332c/ “I think we're better off as a country when these companies are coming public sooner. But that's that's in fact what's happened. So we invest early.” — Hoover Institution Tue, 10 Dec 2024 20:07:35 +0000 ipo https://minutesof.com/q/ec7e294c-a1fa-4fb3-97ad-186c8e426eb9/ https://minutesof.com/q/ec7e294c-a1fa-4fb3-97ad-186c8e426eb9/ “He said to me, the IPO market is slow in volume terms for lack of supply, not lack of demand. And I've been making this case that the IPO window is wide open.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 ipo https://minutesof.com/q/f0838d80-6cc8-4b07-85a4-e11807183173/ https://minutesof.com/q/f0838d80-6cc8-4b07-85a4-e11807183173/ “And if you look at the private market alternatives for them for capital, we didn't have sovereign wealth funds that were writing multi billion dollar checks at that point in time.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 ipo https://minutesof.com/q/4b136cbd-1b88-4a8c-b0f3-92de42e095bc/ https://minutesof.com/q/4b136cbd-1b88-4a8c-b0f3-92de42e095bc/ “So that was 46 in 2020, a 100 in 2021, three in 2022, and zero year to date in 2023.” — All-In Podcast Fri, 11 Aug 2023 06:23:00 +0000 ipo https://minutesof.com/q/88d79bfc-ad80-44da-a9ed-6b843a1bf530/ https://minutesof.com/q/88d79bfc-ad80-44da-a9ed-6b843a1bf530/ “anybody who does an IPO today, okay, is going to demand a, you know, a rate of return into that offering that is a significant margin of safety relative to all deals that were done in 2021.” — All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 ipo https://minutesof.com/q/1f80f6be-1b5e-4c09-9c2f-60fbd59744c4/ https://minutesof.com/q/1f80f6be-1b5e-4c09-9c2f-60fbd59744c4/ “So in a traditional IPO, let's say you have a $10,000,000,000 enterprise value raising a billion dollars. If it's being underpriced, he would argue structurally by 40%.” — All-In Podcast Sat, 17 Apr 2021 02:12:13 +0000 ipo https://minutesof.com/q/b8e2bc10-b138-4cff-a292-03380a754fd5/ https://minutesof.com/q/b8e2bc10-b138-4cff-a292-03380a754fd5/ “It's a year long process where you don't know the price for your shares or even who your shareholders are going to be until the end of the line.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 ipo https://minutesof.com/q/7a335747-8969-4383-9c35-9996e0362046/ https://minutesof.com/q/7a335747-8969-4383-9c35-9996e0362046/ “And on top of that, of course, you can only give historical financials, which leaves most investors in the dark about a high growth company's future prospects.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 ipo https://minutesof.com/q/a08000b3-32b1-47f4-8417-00e927572da2/ https://minutesof.com/q/a08000b3-32b1-47f4-8417-00e927572da2/ “You set the price, you tell the story with forward looking forecasts. We serve up a world class group of mutual funds and hedge funds as your shareholders. You ring the bell, it's your IPO.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 ipo https://minutesof.com/q/8f768927-4c84-4634-82e2-40d39aecedf2/ https://minutesof.com/q/8f768927-4c84-4634-82e2-40d39aecedf2/ “You set the price, you tell the story with forward looking forecasts. We serve up a world class group of mutual funds and hedge funds as your shareholders.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 ipo