📈 2026 is the year of mega-IPOs

Jason equities 49% · n=105 · E295 (2026-10-30) · sentiment · strength 1 ▶ 1:01:24 SUPPORT

“That's going to be really interesting when we have all of the hands turned over in this poker game when OpenAI files.”

Sacks equities 44% · n=96 · E295 (2026-10-30) · explicit_prediction · strength 2 ▶ 5:52 SUPPORT POLICY-ADJACENT

“I think the exit here is going to be on par with SpaceX's IPO, but SpaceX has been around for like 20-something years. So this is probably the fastest value creation of any venture-backed company in history.”

Ben Horowitz (guest ×0.5) no equities track record · E293 (2026-10-17) · explicit_prediction · strength 2 ▶ 28:08 SUPPORT

“And so I'm not worried at all about the demand for those IPOs.”

Jason equities 49% · n=105 · E293 (2026-10-17) · sentiment · strength 1 ▶ 27:43 SUPPORT

“It's a big number, but it's not an unprecedented number now because SpaceX just did it, right?”

Jason equities 49% · n=105 · E290 (2026-09-26) · sentiment · strength 1 ▶ 29:19 OPPOSE

“And their IPOs are looking like they're both going to get delayed. Anthropic is just targeting a $2 trillion valuation, OpenAI at $1.2 trillion. Sam already said OpenAI plans on doing 2027 because of safety concerns.”

Chamath equities 42% · n=163 · E289 (2026-09-11) · sentiment · strength 1 ▶ 14:14 SUPPORT

“on the one hand, you have rational people who want to build a business for which you need enormous amounts of capital that is only available in the public markets”

Friedberg equities 43% · n=123 · E267 (2026-04-03) · sentiment · strength 2 ▶ 33:09 OPPOSE

“One of the things that's probably being underestimated at the moment is the liquidity crunch that's ahead for capital intensive technology businesses, given the conflict in the Middle East... a large chunk of it has historically come from Middle East sovereigns... there is so much pent up selling demand... I don't know who the big buyers are that everyone's expecting to show up.”

Chamath equities 42% · n=163 · E267 (2026-04-03) · sentiment · strength 2 ▶ 22:26 OPPOSE

“I don't think we're going to have these quote-unquote blockbuster stream of IPOs. I think what happens is SpaceX is going to get out, they're going to do great. And then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb incrementally trillions of dollars of new demand.”

Jason equities 49% · n=105 · E257 (2026-01-10) · annual_prediction · strength 2 ▶ 1:20:00 SUPPORT · horizon 12mo

“Stripe, Anthropic and OpenAI. I think two of those file, and it is going to be gangbusters. ... this will be the year of the mega IPOs.”

Sacks equities 44% · n=96 · E257 (2026-01-10) · annual_prediction · strength 2 ▶ 35:42 SUPPORT POLICY-ADJACENT · horizon 12mo

“2026 is going to be a big year for IPOs. ... a bunch of successful ones. And I think we could see trillions of dollars of new market cap created of public companies.”