Jane Dunlevie
Showing 1–2 of 2 transcripts.
- Goldman Sachs6 min
What’s Driving the Latest Wave of IPOs?
Goldman Sachs describes a structural shift in its IPO business since 2018, transitioning from a slow era to a super cycle where annual billion-dollar listings average nearly $20 billion in valuation. Tech companies have driven this wave by adapting to pandemic-era consumer demands, while non-traditional pathways like direct listings and creative lockup structures now define market innovation alongside a compressed 2023 issuance window. Investors continue to favor firms with durable competitive advantages, and Goldman Sachs forecasts sustained high volumes of public offerings driven by technological growth and favorable interest rate conditions.
- Goldman Sachs28 min
"The Battle for Our Screens," Part 3: Social Media in the Social Distancing Age
Heather Bellini, Piyush Mubayi, Jane Dunlevie, Jake Siewert, Heath Terry, Jane Dunleavy
This event analyzed how the 2020 pandemic accelerated social media engagement, drove Zoom's user base to expand sixfold, and normalized short-form video usage in Asian markets while sparking VR/AR adoption. Speakers identified scaling infrastructure and content moderation as critical operational hurdles, noting that platforms like TikTok succeeded through superior UX and algorithmic efficiency. The discussion further projected a robust M&A landscape where acquirers prioritize video capabilities and social commerce, despite a divergence between declining revenue expectations and rising stock valuations.