Private Companies: Is CEO Isolation a Feature or a Bug?
Forget "freedom." Staying private can shield founders from crucial feedback, leading to Mark Zuckerberg-level mistakes. Learn when it's a trap.
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, Kelly Rodriguez, Gavin Baker, Brad Gersonner · Sunday, June 7, 2026
This episode delves into the growing significance of private secondary markets, discussing how they are transforming company exits and competing with traditional IPOs. Speakers debate the merits of companies staying private longer, the challenges and benefits for employees and founders, and the increasing demand for democratized access for retail investors. The panel also offers insights into current market valuations and identifies promising private investment opportunities in AI, infrastructure, and logistics.
Private Market Gems: AI Agents & Rebuilding Incumbents
Smart money is chasing AI-native ops, specialized networking for disaggregated data centers, and neo-banks rebuilding legacy stacks in regulated markets.
Today's 'Gentle Sinewave' vs. 1999's 'Out of Control Nuts'
Tech valuations are high but supported by 'real businesses' unlike 1999. Brad Gersonner advises caution; Kelly Rodriguez says 'look down market.'
Zuckerberg's HTML5 Blunder: Why Public Scrutiny Beats Private Flattery
All-In hosts debate public vs. private paths for founders. Did Mark Zuckerberg's HTML5 error prove the cost of private market 'sickopantic' feedback?
Exits Just Changed: Secondaries Double 2021 Volume, Outpace IPOs
Secondaries now double 2021 volume and trade at a 106% premium. Learn why this "third way" exit strategy is reshaping liquidity for founders and employees.
VCs' Private Bets: AI Agents, Space Stations, $100M Robotics
Top VCs like Gerstner and Calacanis share their high-conviction private company picks: Sierra AI, Zipline, Revolut, Vast, Neuroobotics, and more.
VC's Trillion-Dollar Hunt: New Money Floods Late-Stage Tech
Gavin Baker unpacks why VC firms chase massive outcomes for DPI, predicting hundreds of billions in new late-stage demand. Brad Gerstner warns on valuations.