The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- Jun 6, 2026
- 32:29
- Full Episode
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public
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EY - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship
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Brief Summary
Guests discuss the intersection of AI and space technology, IPO experiences, and future investment trends.
Key points
- The Future of Space and AI. Will Marshall discusses how space and AI are revolutionizing data collection and analysis.
- Challenges of Going Public. Andrew Bubman shares insights on the difficulties faced when taking a company public.
- Cerebras IPO Success. Cerebras Systems had a remarkable IPO, opening at $320 a share after pricing at $185.
- AI's Role in Earth Imaging. The integration of AI with earth imaging data is set to unlock numerous applications.
- The Rise of Space Data Centers. Will Marshall explains the potential of space-based data centers and their future viability.
- The Rise of AI Silicon. AI has transformed how computers handle images and language, opening new opportunities.
Episode highlights
- The Future of Space and AIWill Marshall discusses how space and AI are revolutionizing data collection and analysis.“Space and AI are really a match made in heaven.”0:21Jun 6, 2026
- Challenges of Going PublicAndrew Bubman shares insights on the difficulties faced when taking a company public.“There’s an enormous event and the next morning you’ve sold no more stuff.”3:53Jun 6, 2026
- Cerebras IPO SuccessCerebras Systems had a remarkable IPO, opening at $320 a share after pricing at $185.“The stock opened at $320 a share, today it’s at 230 bucks a share.”5:43Jun 6, 2026
- AI's Role in Earth ImagingThe integration of AI with earth imaging data is set to unlock numerous applications.“AI is now enabling... reducing the barrier to entry.”11:18Jun 6, 2026
- The Rise of Space Data CentersWill Marshall explains the potential of space-based data centers and their future viability.“We’re not far away from it literally just being cheaper.”16:13Jun 6, 2026
- The Rise of AI SiliconAI has transformed how computers handle images and language, opening new opportunities.“AI opened the door to using computers on images.”20:22Jun 6, 2026
- Innovative Chip DesignA new chip design places memory next to compute, vastly improving speed.“We solved it with a way that very few others had even attempted.”23:30Jun 6, 2026
- Investors and IPOsMost early investors held onto their shares, capturing significant value post-IPO.“Most of them stayed really well in and they got all of that upside.”26:02Jun 6, 2026
