Here's something worth chewing on: we're seeing more private companies operating like they're already public. The traditional boundaries? Getting blurrier by the day.
Think about it—these firms have massive valuations, thousands of employees, and their moves ripple through entire sectors. Yet they're still labeled "private." At what point does that classification stop making sense?
Which brings up an interesting question: if these companies are functioning at a scale that impacts markets and economies, why shouldn't they be tracked in major indices? The old definitions might need an update. The lines between private equity and public markets aren't as clean as they used to be, and maybe our measurement tools should reflect that reality.
Just a thought for anyone following how modern capital markets are evolving.
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GasWhisperer
· 12-09 22:15
ngl the whole "private vs public" taxonomy is basically collapsing... mempool of late-stage capitalism fr. these mega-rounds pricing in like they're already on nasdaq, yet nobody's tracking the actual execution. fee structure's all wrong for what's actually happening
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ContractCollector
· 12-09 19:59
I should have asked this a long time ago; the line between private and public offerings has always been blurry.
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SingleForYears
· 12-09 19:57
Private companies should have been included in the index long ago; this is nothing new.
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YieldWhisperer
· 12-09 19:52
nah actually the valuation math doesn't add up here... these "mega-privates" are just inflated on paper, seen this exact pattern in 2021
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0xOverleveraged
· 12-09 19:42
Someone should have said this a long time ago—what private companies are doing stopped being private a long time ago.
Here's something worth chewing on: we're seeing more private companies operating like they're already public. The traditional boundaries? Getting blurrier by the day.
Think about it—these firms have massive valuations, thousands of employees, and their moves ripple through entire sectors. Yet they're still labeled "private." At what point does that classification stop making sense?
Which brings up an interesting question: if these companies are functioning at a scale that impacts markets and economies, why shouldn't they be tracked in major indices? The old definitions might need an update. The lines between private equity and public markets aren't as clean as they used to be, and maybe our measurement tools should reflect that reality.
Just a thought for anyone following how modern capital markets are evolving.