ETF tracking recently public companies across sectors listed via IPO.Yahoo Finance ↗
A sector/theme exposure, not a company — priced via the IPO ETF as a clean proxy. Excluded from the index and host funds.
1 take · first discussed Jan 10, 2026
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Chamath is the sole host with a recorded thesis here, and he is highly bullish on the 2026 IPO market as a collective opportunity. He forecasts a wave of successful public offerings that could generate trillions of dollars in new market capitalization, framing it as a meaningful reversal of the long-running decline in the number of public companies. No other hosts provided views on this topic, so no consensus or disagreement can be established beyond Chamath's high-conviction stance.
Chamath picks the 2026 IPO market as the biggest business winner, forecasting a wave of successful public offerings creating trillions in new market cap and reversing the trend of shrinking public company count.
I said the IPO. I think 2026 is going to be a big year for IPOs. I'm not going to say which ones. Oh, great. I think there's gonna be a bunch of 'em, a bunch of successful ones, and I think we could see trillions of dollars of new market ca”35:43