The Return of Tech IPOs in 2025? What’s Fueling the Optimism with RBC's Jesse Chasse | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 27 November 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Jesse Chasse, head of tech ECM at RBC Capital Markets, to discuss insights from RBC's recent TIMT conference in New York City. They explore the optimistic outlook for the IPO market in 2024, the performance of software subsectors, and the impact of generative AI. The conversation covers the public versus private investment dynamics, venture capital pressures, M&A potential, and regulatory considerations. The discussion also touches on public market demand for growth stories, the scarcity of high-growth tech companies, and challenges around valuations in the AI sector. Jesse shares personal anecdotes, including the experience of using Waymo's robo-taxis and the implications of potential deregulation driven by Elon Musk. The episode concludes with reflections on the evolving tech landscape and anticipated new narratives in the upcoming year. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Will M&A pick up in 2024?
0:02.2	Will this year mark the return of IPOs?
0:04.3	Listen to Strategic Alternatives, a podcast from RBC Capital Markets, to get fresh insights on the trends and market forces impacting deal flow across sectors and find out how companies and investors are preparing for potential surge in deal activity and what signals to watch for this year.
0:20.0	Listen and subscribe to Strategic Alternatives, the RBC Capital Markets podcast today,
0:24.7	wherever you get your podcast.
0:27.6	Welcome to OK Computer.
0:29.3	I'm Dan Nathan.
0:30.5	I'm joined by a good friend of mine in a minute, Jesse Chassee, who is the head of equity
0:35.1	capital markets and the technology group at
0:37.8	RBC Capital.
0:38.8	RBC Capital is a fine sponsor of this podcast.
0:42.4	We're on the heels of their TMT conference last week in New York City.
0:46.4	That about a thousand people there.
0:48.3	They had about 100 companies in the public markets that were presenting.
0:51.9	They had a couple dozen from the private markets.
0:54.0	It was a great opportunity to kind of had a couple dozen from the private markets.
0:59.5	It was a great opportunity to kind of get a read on the sentiment into 2025 in the tech community.
1:03.7	There was a bunch of bankers. There was a bunch of investors. And obviously the companies,
1:07.6	Jesse and I go through a little bit about what they're expecting for the IPO market,
1:12.4	whether it's going to reopen in 2025, what this new regulatory environment means for M&A.
1:13.6	So we cover a lot of ground.
1:14.5	It was a great conversation.
	...

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