RiskReversal Pod The Tech Investor's Guide To 2026 with Deirdre Bosa and Jeff Richards
30 snips
Jan 7, 2026 
Deirdre Bosa, an anchor at CNBC's Tech Check and a savvy tech journalist, teams up with Jeff Richards, managing partner at Notable Capital, to explore the dynamic world of technology and investment. They discuss CES highlights, including Nvidia's push for autonomous vehicles and Boston Dynamics' advancements. The duo dives into the evolving landscape of AI, potential risks tied to China's tech growth, and the shifting dynamics in private versus public tech markets. They also forecast the future of IPOs and the influential role of private companies in shaping AI adoption across industries.
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Prepare For IPOs Delayed Into 2026–27
- Expect private companies to stay private while raising large rounds; plan for late 2026–27 IPOs if market conditions permit.
- Jeff advised that many firms prefer private funding and secondaries, so public investors may wait for late-cycle exits.
M&A Remains A Major Exit Route
- M&A and private capital compete with IPOs as exit channels; 2025 saw record M&A outside pure tech.
- Jeff expects continued M&A as large tech buys capabilities they can't build internally for AI.
Consumption Pricing Will Pressure Seat-Based SaaS
- Consumption-based pricing accelerates adoption but may pressure seat-based SaaS margins and retention.
- Jeff warned retention and long-term net dollar retention under consumption models remain uncertain.
