Carta Chief Strategy Officer Davis Thacker breaks down current private market macro trends, from seed valuation bifurcations and IPO backlogs to the surge in LP secondaries. He reveals Carta’s expansion into private equity and explains how enterprise AI adoption like Claude Desktop and AI agents are redefining software infrastructure and equity management. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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Timestamps:

(00:00) Introduction

(02:16) Macro Trends In Startup Venture Capital

(05:10) Insights On LP Venture Fund Dynamics

(07:44) Carta Addressing Private Market Infrastructure

(11:11) Future Of Retail Capital In Private Markets

(14:55) Impact Of AI On Internal Workflows

(21:13) Expansion Into Private Equity Sector

(25:03) Predictions For Future IPO Growth

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Why 401ks Will Access Private Markets | Davis Thacker

MTS

Why 401ks Will Access Private Markets | Davis Thacker