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Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181
AI is everywhere right now. In IPO markets, in SaaS business models and in your day to day workflow.
On this week's episode of The Liquidity Event, Shane and AJ break down why mega IPOs like OpenAI and SpaceX are creating a gravity well in the public markets, what that means for smaller companies waiting to go public and whether the IPO pipeline is actually reopening in 2026.
They also dig into the growing tension inside software companies as AI agents begin to threaten seat based pricing models and what recent disclosures are quietly admitting about the competitive risks.
Finally, they…
The skinny
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