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
Apr 1, 2025 neutral
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…”
Apr 8, 2025 bullish
Apr 10, 2025 bearish
Apr 17, 2025 neutral
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…”
Apr 17, 2025 positive
Apr 26, 2025 bearish
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 …”
Aug 21, 2025 bearish
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…”
Sep 13, 2025 neutral