Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
Jun 7, 2026 · 2 min
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0:00Everybody wants access to these private markets.
0:02Right now to discuss all of this is Kelly Rodriguez.
0:05He's the Ford CEO.
0:06We see a world where the private market opens up and is accessible to any U.S.
0:12and global investor.
0:13There's 19 companies in the private market AI basket.
0:17These companies have grown on average 300%.
0:20Please join us in welcoming Gavin Baker, managing partner and CIO of Atreides.
0:24The ROI on AI has empirically, factually, unambiguously been positive.
0:31Investing is the search for truth.
0:33We welcome in Brad Kerstner.
0:34It's good to be back with you.
0:36You have a program called Invest American.
0:38I think we have a historic moment right now to get everybody into the game of capitalism.
0:46Do we have a few slides from Brad to kick this off?
0:49Yeah, no, let's get started.
0:51Let's start a little spicy.
0:52Like old times, like old times.
0:55This panel, I actually was backstage.
0:57I said, Gavin, do you know we're talking about secondaries?
0:59He's like, what do you mean?
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