IPO

also referred to as: ipos

10 statements across 9 episodes · 3 bullish · 3 bearish · 8 people on the record · first statement Nov 16, 2024 by Jordi Hays · across every show →

Everything said about IPO, oldest first

Nov 16, 2024 bullish
Assertion Not checkable as stated
Hayes: Top 20% private companies plan to IPO within two years
“If you're in the top 20% private companies right now, every single one of those companies is looking at, we are going to go public within the next two years.”
Jordi Hays Nov 16, 2024 ▶ 1:15:05 What is the TRUMP BUBBLE? (ep11)
Apr 1, 2025 neutral
Insight
Love: Raising over $500M forces defense startups into IPO or PE exits
“The second you start to raise above five hundred million both early, you know, maybe early investors will get a good outcome, but near-term investors and you as a company, like you're either going to be a public company or you're going to be bought for a priva…”
Connor Love Apr 1, 2025 ▶ 23:35 Connor Love (Lightspeed) on Everything You Need to Know About Defense Startups
Apr 8, 2025 bullish
Prediction Held up
Perret: Late-stage fintech IPOs like Klarna and Chime are coming soon
“You're about to see a couple of IPOs. So corn is coming soon. We think we've heard that China's coming soon and I've heard that a bunch of others are coming soon.”
Zachary Perret Apr 8, 2025 ▶ 3:32 The ISSUE with MONEY and how to fix it | Zachary Perret on TBPN April 3rd
Apr 10, 2025 bearish
Assertion Supported
Roberts: Klarna quietly pulled its IPO last week
“You saw last week, Klarna quietly pulled their IPO on Friday.”
Bryce Roberts Apr 10, 2025 ▶ 7:00 Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
Apr 17, 2025 neutral
Insight
Randle: Private market founders can wait out economic turmoil before exiting
“Something like economic turmoil that happens today If you're investing in the venture asset class, isn't going to necessarily impact like your exit because ultimately the founders and the board and the management team have some control over when they exit. And…”
Everett Randle Apr 17, 2025 ▶ 3:14 You Shouldn't IPO - Here's Why | Everett Randle on TBPN April 10th
Apr 17, 2025 positive
Insight
Randle: The best startups delay IPOs to compound private valuations longer
“It's almost like the better the company, the longer they wait to IPO because they can be private, you know, again, compounding their value at 30 plus percent IRRs for much, much longer than they used to.”
Everett Randle Apr 17, 2025 ▶ 11:17 You Shouldn't IPO - Here's Why | Everett Randle on TBPN April 10th
Apr 26, 2025 bearish
Opinion
Yanisse: Tech IPOs now require over $1 billion in revenue
“The roads to IPO is longer than ever. The bar is higher than ever. I mean, the IPO window just got shut again. And even before that, you know, experts and friends and people are saying like, Hey, even five hundred million dollars in revenue, it's not It's not …”
Daniel Yanisse Apr 26, 2025 ▶ 19:36 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
Aug 21, 2025 bearish
Opinion
Cuban: Recent IPOs behave like meme coins with musical-chairs dynamics
“I mean, it's like watching some of these IPOs, they're like meme coins now. Bam, they take off, and then it's musical chairs to see who can get out the last but first, right? And if you don't get out first, or at near the beginning, you're getting crushed, you…”
Mark Cuban Aug 21, 2025 ▶ 25:22 Mark Cuban on AI, Career Advice, and Running for President.
Sep 13, 2025 neutral
Insight
Tuchman: An IPO opening structure dictates how a stock trades forever
“The way a stock opens, if it's built correctly, is going to purport the way it trades forever. Now it doesn't guarantee it's going up, but it will have structure and foundation.”
Peter Tuchman Sep 13, 2025 ▶ 41:16 Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
Mar 25, 2026
Assertion Contradicted
Hays: SpaceX aims to file IPO as soon as this week
“SpaceX aims to file IPO as soon as this week.”
Jordi Hays Mar 25, 2026 ▶ 28:50 Benchmark’s Ship of Theseus, OpenAI Kills Sora, SpaceX $2T IPO Buzz | Diet TBPN
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