The Minutes of Brad Gerstner on ipos https://minutesof.com/brad-gerstner/on/ipos/ Everything Brad Gerstner has said on ipos: 3 verbatim quotes between March 2022 and August 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner says OpenAI and Anthropic deals are bigger than any tech IPO in five years. https://minutesof.com/q/644f09b1-f5d0-47cf-94a6-6d3526944ec7/ https://minutesof.com/q/644f09b1-f5d0-47cf-94a6-6d3526944ec7/ “I was just looking at these. I think these are bigger private IPOs than any public IPO done in the last five years in the tech market.” — BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 ipos Gerstner reports Coatue's Philippe suggested companies now need $10 billion market cap to go public. https://minutesof.com/q/ad05aa01-329b-4eaf-87b8-c6750a7cbd71/ https://minutesof.com/q/ad05aa01-329b-4eaf-87b8-c6750a7cbd71/ “he implied you tell me if I got this wrong. He implied that in the modern era, you need to be $10,000,000,000 to go public. Yeah. Market cap. Yes.” — BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 ipos Gerstner predicts most IPOs in the next twelve months will price below their last private round. https://minutesof.com/q/ac0f21aa-d91a-4b2b-8e67-6fdd86f552dd/ https://minutesof.com/q/ac0f21aa-d91a-4b2b-8e67-6fdd86f552dd/ “majority of companies that come public in the next twelve months are going out below their last” — All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 ipos