The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

Watch on YouTube ↗  |  June 06, 2026 at 16:30  |  32:29  |  All-In Podcast
Speakers
Andrew Feldman — CEO, Cerebras
Will Marshall — CEO, Planet Labs
Brad Gerstner — CEO, Altimeter Capital

Summary

The video features a panel discussion with Brad Gerstner, Andrew Feldman (Cerebras CEO), and Will Marshall (Planet Labs CEO) about the IPO process, AI silicon innovation, and the future of space-based data centers. Cerebras touts its unique wafer-scale chip architecture that outperforms GPUs, while Planet Labs highlights how its daily earth imagery combined with AI enables new applications. The CEOs share lessons on going public, the benefits of early IPOs, and the massive potential of space compute.

  • Cerebras CEO explains its wafer-scale chip architecture and 15-18x speed advantage over GPUs.
  • Planet Labs CEO describes how daily earth imagery combined with AI unlocks new applications in agriculture, energy, and defense.
  • Both CEOs discuss the benefits and challenges of being a public company.
  • Will Marshall predicts space data centers will become viable within 10 years due to falling launch costs.
  • Andrew Feldman emphasizes that more value is created after IPO than before.
  • Panel highlights the trend of companies going public earlier to let public markets capture upside.
  • Planet Labs stock has seen a 10x increase from $5 to $50 over 12 months.
  • Cerebras IPO was heavily oversubscribed, pricing at $185 and opening at $320.
Trade Ideas
Will Marshall CEO, Planet Labs 10:33
Planet Labs data AI growth story
Planet Labs operates the largest fleet of earth imaging satellites, imaging the entire planet daily. AI is reducing barriers to entry and unlocking new applications across agriculture, energy, defense, and civil government. This data-plus-AI combination positions Planet for enormous growth as space and AI converge.
PL HIGH
Andrew Feldman CEO, Cerebras 22:45
Cerebras dedicated silicon superior to GPUs
Cerebras built a fundamentally different AI chip architecture (wafer-scale, large die with memory next to compute) that is 15-18x faster than GPUs for inference. This dedicated silicon approach, unlike GPUs, can capture massive market share as AI workloads expand, making Cerebras a long-term winner in AI compute.
CBRS HIGH
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This All-In Podcast video, published June 06, 2026, features Will Marshall, Andrew Feldman discussing PL, CBRS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Will Marshall, Andrew Feldman  · Tickers: PL, CBRS