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
Opinion
Lessin: Shein is first in line to IPO in the US
“They're also one of the first in line to IPO when the, in the U.S., when the market, well, I think in the U.S., I'm not a hundred percent sure about that.”
Jessica Lessin Aug 4, 2023 ▶ 36:44 #8: Where's the Barbie business pop? Why brands beat marketplaces · More or Less Podcast
Sep 22, 2023 neutral
Assertion Contradicted
Less Than 1% of Founders Taking Companies Public Are Female
“One of like less than one percent of the founders who took a company public in the last 10 years were female.”
Brit Morin Sep 22, 2023 ▶ 23:02 #15: Instacart’s Fake IPO and Why Hiring in Tech Is So Broken · More or Less Podcast
Sep 22, 2023 bearish
Opinion
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…”
Sam Lessin Sep 22, 2023 ▶ 27:51 #15: Instacart’s Fake IPO and Why Hiring in Tech Is So Broken · More or Less Podcast
Nov 10, 2023 bearish
Prediction Not checkable as stated
Brit Morin: Tech IPO market will remain difficult through 2024
“I think we're, it's, I think all of 20, 24 is going to be pretty difficult, but I do think the M&A markets are going to continue.”
Brit Morin Nov 10, 2023 ▶ 41:40 #22: Your GPT Will Make More Money Than Your Substack? Please Tell Us More… · More or Less Podcast
Dec 22, 2023 bullish
Prediction Open · timeframe Dec 2024
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…”
Brit Morin Dec 22, 2023 ▶ 16:05 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast
Mar 29, 2024 bullish
Prediction Not checkable as stated
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…”
Brit Morin Mar 29, 2024 ▶ 26:48 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Mar 29, 2024 bullish
Prediction Not checkable as stated
Brit Morin: More companies will likely attempt IPOs before summer 2024
“So I do think we're probably going to see a few more companies try to get out over the next month or two, especially before summertime.”
Brit Morin Mar 29, 2024 ▶ 17:55 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Jun 28, 2024 neutral
Prediction Not checkable as stated
Dave Morin: High rates will force startups toward cash flow over IPOs
“As long as interest rates are high, I think that's what the world's gonna look like for a pretty long time to come, so, you know.”
Dave Morin Jun 28, 2024 ▶ 10:20 #53: What We Got Wrong—and Right—in a Year of More or Less · More or Less Podcast
Jun 28, 2024 bullish
Assertion Not yet assessed · timeframe Jun 2024
Brit Morin: First half of 2024 saw 88 IPOs, up from 72
“So we had 88 IPOs the first half of this year and 72 during the same period in 2023.”
Brit Morin Jun 28, 2024 ▶ 4:33 #53: What We Got Wrong—and Right—in a Year of More or Less · More or Less Podcast
Feb 7, 2025 bearish
Assertion Supported
Jessica Lessin: Circle wants to go public and still cannot
“Look, there's a big backlog of companies like Circle, You know, one of the more as established crypto companies that wants to go public and still can't.”
Jessica Lessin Feb 7, 2025 ▶ 40:47 #85: The $250M Meme Coin Experiment · More or Less Podcast
Jun 6, 2025 bearish
Assertion Contradicted
Dave Morin: Adjusted for inflation, Snap stock never gained since IPO
“It's basically been sideways to down, and if you factor in inflation, like, they've never been up since since IPO.”
Dave Morin Jun 6, 2025 ▶ 27:06 #102: Snap Spectacles, Build-A-Bear, and the Myth of the Everything App · More or Less Podcast
Sep 12, 2025 negative
Insight
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.”
Sam Lessin Sep 12, 2025 ▶ 46:08 #116 iPhone Air or Pro: Apple Ignores AI and Wins? · More or Less Podcast
Dec 19, 2025 bullish
Prediction Open · timeframe Dec 2026
Sam Lessin predicts exactly one $500 billion-plus IPO will occur in 2026
“There will be one, but only one, five hundred billion dollar plus IPO.”
Sam Lessin Dec 19, 2025 ▶ 36:15 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
Jun 17, 2026 bearish
Opinion
Brown: Going public does not directly help most companies grow
“I think most companies that go public, it does not directly help The business grow, but if you take something like Kinder Morgan, direct benefit acquisitions, acquisition financing.”
Mike Brown Jun 17, 2026 ▶ 39:38 Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits · More or Less Podcast
Jul 17, 2026 bullish
Prediction Open · timeframe Sep 2026
Jessica Lessin: Anthropic will go public by September
“Anthropic will go public. I would be shocked if they're not public in September.”
Jessica Lessin Jul 17, 2026 ▶ 2:55 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
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