Miles has been at Accel for 15 years, with a focus on early-stage coverage and late-stage return dynamics. He analyzes private market IPO trends, late-stage return convergence, and real-world AI adoption outside technology centers.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's upcoming IPO with 30% reserved for retail investors is a structural positive for market participation, though near-term pricing may be volatile; long-term business models behind trillion-dollar private companies are sound.