A basket tracking the broad IPO market, grouping recently public companies across sectors.
1 take · first discussed Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the hosts, only Chamath has weighed in on the IPO market outlook, expressing high conviction that 2026 will be a landmark year for public listings. He argues that a wave of successful IPOs could generate trillions of dollars in new public market capitalization, effectively reversing the longer-term trend of companies choosing to remain private. No other hosts have offered a view on this topic, so there is neither agreement nor disagreement from the rest of the panel to note.
Chamath predicts 2026 will be a landmark year for IPOs, with a wave of successful listings creating trillions in new public market cap and reversing the trend of companies going private.
I think 2026 is going to be a big year for IPOs... 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 cap created of public companies.”35:43