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

2026-02-26 · 47 min · episode 1044 · 14 entities

episode page audio

Asserted relationships

→ references Oddlots company

0.77

evidence rules-v4
Link in episode "When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market": https://bloomberg.com/oddlots
→ hosted by Andreessen Horowitz person

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Feed author/publisher: Andreessen Horowitz
→ discusses Science concept

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Feed category: Science
→ discusses Technology concept

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evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by a16z company

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evidence rules-v4
Feed author/publisher: a16z

Entities found in this episode

concepts 9

mentioned Science concept

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evidence rules-v4
Feed category: Science
mentioned Technology concept

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evidence rules-v4
Feed category: Technology
mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
mentioned Inside the $5 Trillion Private Tech Market concept

0.42

evidence rules-v4
When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market
discusses Science concept

0.40

evidence rules-v4
Feed category: Science
discusses Technology concept

0.40

evidence rules-v4
Feed category: Technology
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

companys 3

mentioned Oddlots company

0.90

evidence rules-v4
Link in episode "When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market": https://bloomberg.com/oddlots
references Oddlots company

0.77

evidence rules-v4
Link in episode "When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market": https://bloomberg.com/oddlots
hosted by a16z company

0.40

evidence rules-v4
Feed author/publisher: a16z

persons 2

mentioned Andreessen Horowitz person

0.70

evidence rules-v4
Feed author/publisher: Andreessen Horowitz
hosted by Andreessen Horowitz person

0.55

evidence rules-v4
Feed author/publisher: Andreessen Horowitz

Episode description as stored

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: https://twitter.com/TheStalwart Follow Tracy Alloway: https://twitter.com/tracyalloway Follow David George: https://twitter.com/DavidGeorge83 Listen to Odd Lots: https://www.bloomberg.com/oddlots Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.