Goldman Co-COO Sees Optimism Across Silicon Valley

The transcript discusses the optimism in the tech sector, driven by significant growth and disruption. It highlights the availability of private capital, which allows companies to delay going public. The text also covers the ebb and flow of IPO activity and the high level of M&A activity in the tech space, driven by large companies like Facebook and Amazon. The discussion includes the strategic considerations for businesses facing disruption and the potential for continued consolidation in the tech industry.

What expectations are there for IPO activity in the current year compared to the previous year?

In what ways are large tech companies impacting smaller businesses?