IPO
also referred to as: ipos
15 statements across 12 episodes · 6 bullish · 6 bearish · 5 people on the record · first statement Aug 4, 2023 by Jessica Lessin · across every show →
Everything said about IPO, oldest first
Aug 4, 2023 neutral
Sep 22, 2023 neutral
Sep 22, 2023 bearish
Instacart’s Debut Is a 'Fake IPO' Driven by a Tiny Float
“This is, like, a fake IPO, right in terms of how it's being structured. Like, yes, they need to get public, and they're getting public, and they're technically public. Yes, all true. Tiny float, right? You know, set it up, you know, set it up in a way where, l…”
Nov 10, 2023 bearish
Dec 22, 2023 bullish
Britt Morin: M&A activity and IPOs will increase in 2024
“I still think there's going to be more MNA next year too, because a lot of companies are continuing to like dwindle and can't find footing and funding. But I also do predict, and I don't know if we're in prediction territory yet, but I do predict the IPOs beco…”
Mar 29, 2024 bullish
Brit Morin: Late 2025 and 2026 Could Be Great Years for Startups
“I think, I don't think founders totally understand that cycle, but I do think that downstream effects of that, even though they'll take probably a year or two for that whole cycle to sort of play out, assuming more IPOs go well this year, it could mean that, y…”
Mar 29, 2024 bullish
Jun 28, 2024 neutral
Jun 28, 2024 bullish
Feb 7, 2025 bearish
Jun 6, 2025 bearish
Sep 12, 2025 negative
Lessin: Bankers should price IPOs on memetic hype, not fundamental value
“The problem is bankers are still just pricing based on what things are worth when they should be pricing based on, like, mimetic warfare and, like, community shit to get the bump and let the degens pay the price, right, for their silliness.”
Dec 19, 2025 bullish
Jun 17, 2026 bearish