Bank of America's JD Moriarty says public markets have the capacity to absorb massive potential IPOs from companies including OpenAI and Anthropic, pointing to SpaceX's listing as evidence of strong institutional and retail demand for transformational technology companies. He discusses how abundant private capital has changed the traditional IPO playbook and what the pipeline could mean for tech listings next year. He joins Ed Ludlow on "Bloomberg Tech." Video Transcript 00:00 Speaker A He's in San Francisco for Bank of America's 15th annual Technology Innovation Summit where AI is the anchor of these conversations, one would suspect. Uh, JD, what do you think everyone's going to be talking about around this week?
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