Hamilton Lane's Erik Hirsch on Private Markets, AI & the SpaceX IPO
Nebula – Indie Streaming [Unofficial]
June 9, 2026
Episode 203: Today, Ann digs into OpenAI’s IPO filing and the race to go public as a wave of blockbuster tech offerings head to Wall Street. Then, we survey earnings from J.M. Smucker, drugmaker GSK's $10.6 billion acquisition of Nuvalent and one of the largest private credit deals in history: Anthropic's newly finalized financing package led by Apollo and Blackstone. Finally, we welcome Erik Hirsch, Co-CEO of Hamilton Lane, to discuss the evolving relationship between public and private markets and who stands to benefit - and who might be crushed - by the upcoming blockbuster IPOs.
Discussion in the ATmosphere