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Feb 26, 2026 · 47m, Episode 1044

When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

From The a16z Show

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Bloomberg's Odd Lots hosts Joe Weisenthal and Tracy Alloway speak with David George, general partner at a16z and head of the firm's growth fund, about why $5 trillion in tech market cap now sits in the private markets, how that figure has grown 10x in a decade, and what it means for founders, employees, and investors. They also cover SPVs, tender offers, the collapse of legacy software valuations, and why AI companies may be speed-running the path to public markets. This episode originally aired on Bloomberg's Odd Lots podcast. Resources: Follow Joe Weisenthal: h...

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