Gerstner predicts five to seven good IPOs in Q4, ten in Q1, with market opening in H2 2024.
“I think we're gonna see five, six, seven IPOs, good sized IPOs in q four.”
Gerstner predicts software acceleration will begin in Q3-Q4 2024, proving AI is an accelerant rather than a threat.
“And when that happens, people will say, oh, no. Software's not dead. It in fact is an accelerant, but it's not gonna be equally good for all companies.”