EPISODE · Jun 14, 2025 · 40 MIN
#15: Breakdown of CNBC's Disruptor 50 List 2025: Trends, Highlights, and Surprises; + Meta and Scale AI.
from Access IPOs Podcast · host Access IPOs
Episode #15: Craig breaks down the newly released CNBC Disruptor 50 List and highlights trends, omissions, and surprises. He picks his 6 favorite new-to-him startups, and showcases an opportunity for U.S.-based investors to invest in seven startups on the list. Plus, the Anduril IPO date could be nearing. The Circle IPO, Voyager IPO, and Chime IPO were all successful. Craig sees a continued trend in both fintech and the broader IPO window. In IPO Radar news, Meta has invested $14.3 billion in Scale AI and tempted away its CEO Alexandr Wang. Join the Access ClubSubscribe to the Access IPOs Newsletter (Free)0:00 Intro0:35 Recent IPOs0:45 Voyager IPO1:53 Chime IPO vs. Circle2:26 Chime vs. SoFi Stock3:43 CNBC Disruptor 50 List 20254:56 Radar Companies on the List6:14 Seed List6:56 CNBC Disruptor Themes8:44 Notable Omissions10:51 The Top 611:36 Ben Miller Tweet11:48 Fundrise Innovation Fund13:46 New Favorites15:02 #1 Carbon Robotics16:27 #2 Saronic Technologies18:27 #3 GrubMarket19:50 #4 VAST Data22:00 Industrial Robotics23:00 #5 Gecko Robotics23:38 #6 Exotec24:24 Runners Up25:05 Less Exciting Startups26:46 Anduril IPO Status28:48 Anduril IPO Date29:44 IPO Radar News30:25 Meta Invests in Scale AI30:57 Meta Hires Alexandr Wang31:26 What is Scale AI?33:21 Why Is Meta Buying Scale AI?33:49 Disturbing Pattern37:18 Future of Scale AI38:28 Subscribe and Follow39:11 Access Club40:00 OutroAnduril IPO Date
What this episode covers
Episode #15: Craig breaks down the newly released CNBC Disruptor 50 List and highlights trends, omissions, and surprises. He picks his 6 favorite new-to-him startups, and showcases an opportunity for U.S.-based investors to invest in seven startups on the list. Plus, the Anduril IPO date could be nearing. The Circle IPO, Voyager IPO, and Chime IPO were all successful. Craig sees a continued trend in both fintech and the broader IPO window. In IPO Radar news, Meta has invested $14.3 billion in Scale AI and tempted away its CEO Alexandr Wang. Join the Access ClubSubscribe to the Access IPOs Newsletter (Free)0:00 Intro0:35 Recent IPOs0:45 Voyager IPO1:53 Chime IPO vs. Circle2:26 Chime vs. SoFi Stock3:43 CNBC Disruptor 50 List 20254:56 Radar Companies on the List6:14 Seed List6:56 CNBC Disruptor Themes8:44 Notable Omissions10:51 The Top 611:36 Ben Miller Tweet11:48 Fundrise Innovation Fund13:46 New Favorites15:02 #1 Carbon Robotics16:27 #2 Saronic Technologies18:27 #3 GrubMarket19:50 #4 VAST Data22:00 Industrial Robotics23:00 #5 Gecko Robotics23:38 #6 Exotec24:24 Runners Up25:05 Less Exciting Startups26:46 Anduril IPO Status28:48 Anduril IPO Date29:44 IPO Radar News30:25 Meta Invests in Scale AI30:57 Meta Hires Alexandr Wang31:26 What is Scale AI?33:21 Why Is Meta Buying Scale AI?33:49 Disturbing Pattern37:18 Future of Scale AI38:28 Subscribe and Follow39:11 Access Club40:00 OutroAnduril IPO Date
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#15: Breakdown of CNBC's Disruptor 50 List 2025: Trends, Highlights, and Surprises; + Meta and Scale AI.
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