PODCAST · business
Access IPOs Podcast
by Access IPOs
The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.
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#64: ELON DELIVERS SpaceX IPO Shares to Retail Investors
SpaceX delivered on its promise to allocate IPO shares to retail investors. Craig shares some insights into allocation data collected from the Patreon community. Craig also introduces a new segment called Access Alert, highlighting pre-IPO investing opportunities for non-accredited investors. This week we learned that Fundrise has laid the groundwork for the Fundrise Innovation Fund II, a step ahead of Robinhood's confidential filing announcement for the Robinhood Venture Fund II (RVII).In IPO Radar news, Databricks finds another reason not to IPO, Perplexity targets 2028, and the Bending Spoons IPO is around the bend.Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro(0:30) Elon Keeps his Promise(0:51) SpaceX IPO Success(1:51) Retail Allocations(2:58) SpaceX Allocation Data(3:13) E*Trade Allocations(3:51) Fidelity Allocations(5:05) SoFi Allocations(5:32) Robinhood Allocations(6:58) Schwab Allocations(8:13) Help Improve the Data(8:27) No New Lessons(8:41) Now What?(10:10) Thanks SpaceX and Elon(11:30) Access Alert(12:29) Robinhood Ventures Fund II(RVII)(14:00) Fundrise Innovation Fund II (VCX2)(16:54) Disclosures(17:39) IPO Radars News(18:03) Databricks Series M(19:00) Databricks IPO No(22:11) Perplexity IPO 2028(24:50) Bending Spoons IPO(27:06) New Filings?(28:40) Next OpportunitiesDisclosures: At the time of recording, Craig is long SpaceX, TSLA, HOOD, RVI, VCX restricted shares, the Fundrise iPO, the ARK Venture Fund, and Fidelity mutual funds. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a sponsor of the Access IPOs podcast. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.
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#63: SpaceX IPO GAME PLAN: Should You HOLD or SELL Your SpaceX Stock?
In the last episode before the SpaceX IPO, Craig walks through the IPO terms set on Wednesday, then highlights the "deal differentiators" that make this IPO unique. Craig then shares his SpaceX IPO date game plan and strategies for how to handle your investment after the stock begins trading. In IPO Radar news, Anthropic filed confidentially for an IPO. What is the most likely Anthropic IPO date, and will OpenAi beat Anthropic to the opening bell. Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info.Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Don't invest alone. Get SpaceX IPO insights from a community of investors.Disclosures: At the time of recording, Craig is long SpaceX, OpenAI, and Anthropic via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA. Craig is an investor in the Fundrise iPO. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.(0:00) Intro(0:39) SpaceX IPO Terms(1:13) Fixed Pricing(2:56) In Today's Show(3:29) Sponsored Message(4:44) Deal Differentiators(8:16) Direct Share Program(8:54) True Both Ways(10:58) "Exit Liquidity"(11:55) My Strategy(12:39) Broker Availability(13:27) Fidelity IPO Minimum(14:18) Retail Allocations(15:42) Confirming Your Order(17:21) Morning Allocations(18:33) What Time Do IPOs Start Trading?(19:08) Price Indications(19:47) SpaceX Stock First Trades(21:17) Hold or Sell the Pop?(23:17) Demand Signals(23:34) IPO Radar News(23:46) Anthropic IPO Confidential Filing(25:00) Anthropic IPO Date(25:59) Next IPO Wave(27:09) Don't Invest Alone(28:03) Next Week
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#62: Quantinuum IPO Preview: It is OVERVALUED? Why so Expensive?
Craig previews the upcoming Quantinuum IPO scheduled for June 4th. Why is the IPO valued at almost $13 billion with just $31 million in 2025 revenue? In IPO Radar news, AI coder Cognition is worth $26 billion, fintech Mercury is worth $5 billion, and how to invest in flying cars — the Alef Aeronautics Wefunder campaign. Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Best Brokers for the SpaceX IPO(0:00) Intro(0:30) Quantinuum IPO Preview(1:33) High-Risk IPO(2:30) Questionable Valuation(3:56) Quantinuum S-1 Walkthrough(6:32) Quantinuum Financials(7:58) Favorable IPO Conditions(9:04) #1 Measurable Technical Lead(10:08) #2 Demonstrated Delivery(10:58) #3 Market Opportunity/ Early Advantage(12:14) #4 Validation(13:04) Fidelity and Nvidia Investments(13:37) Skepticism and Risks(15:32) My Take(19:18) IPO Radar News(19:48) Cognition Valuation ($26 Billion)(21:33) Mercury Valuation ($5.2 Billion)(23:08) How to Invest in Flying Cars(24:42) Pre-IPO Investing Quadrant(25:06) Wefunder Alef Aero(26:51) Support the Show(27:19) Up Your Game for the SpaceX IPODisclosures: At the time of publishing, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA and RIVN. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.
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#61: SpaceX IPO Preview (June 12th): ESSENTIAL TAKEWAYS from the SEC S-1 Filing (DONT WAIT)
Craig previews the SpaceX IPO, sharing five essential takeaways from the SEC S-1 filing. Which brokers will provide IPO access? Is there still time left to prepare?In IPO Radar news, OpenAI could file confidentially for an IPO in the coming days or weeks, Kraken is raising new funds at a $20 billion valuation, and Tenstorrent has a flood of takeover interest. Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info.Free Newsletter and Download("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Prepare with our community of investors. *Tutorials*https://www.youtube.com/watch?v=eXO-kNRGPOkhttps://www.youtube.com/watch?v=B6JO6iqfDDEhttps://www.youtube.com/watch?v=7IW0-JiLGDwhttps://www.youtube.com/watch?v=UoKsht4XASYhttps://www.youtube.com/watch?v=PwxjKO-q0qIhttps://www.youtube.com/watch?v=Y3E4h8l3pMgDisclosures: At the time of publish, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds, stocks, or startups mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:52) SpaceX IPO Progress(1:35) Next Steps(3:09) Community Support(3:56) Sponsored Message(5:10) SpaceX S-1 Takeaways(6:02) Underwriters(7:14) Takeaway #1 IPO Access Brokers(9:15) SpaceX IPO Robinhood(10:04) Best Brokers(10:48) Directed Share Program?(13:20) SpaceX 30% Retail(14:10) Takeaway #2 Staggered Lockups(16:25) Takeaway #3 Numbers(17:43) Takeaway #4 Anthropic Revenue(19:03) Takeaway #5 TAM(20:41) Future Markets(21:37) Ways to Read the S-1(22:58) IPO Radar News(23:19) OpenAI Confidential IPO Filing(26:03) Kraken $20 Billion Valuation?(28:59) Tenstorrent Acquisition?(30:38) Feedback and Connect
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#60: Access Denied! Retail Investors were Left Out of the Cerebras IPO
*Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info*Craig shares the frustration of retail investors who were largely left out of the biggest IPO this year. The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, and SoFi investors were ignored.Why? A familiar retail foe. Craig also explains why he thinks the Space IPO will be different. In IPO Radar news, the Quantinuum IPO and Lime IPO are coming soon. Plus, Blue Origin in considering its first venture funding round as it looks to capitalize on the Space IPO and private space race. Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO. Disclosures: At the time of publish, Craig was long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.Timestamps(0:00) Intro(0:29) Cerebras IPO Soars(0:49) Retail Access Denied!(1:58) Don't Chase Hot IPOs(3:58) Morgan Stanley Led IPOs(4:43) Retail IPO Access(5:43) Community Data Points(5:56) IPO Broker Access(10:06) IPO Process is Broken(11:19) Ed Ludlow Andrew Feldman(11:55) SpaceX Should be Different(12:15) Four SpaceX IPO Lead Underwriters(12:51) $75-$100 Billion Raise(13:19) SpaceX 30% IPO Shares to Retail(14:06) SpaceX IPO Countdown(15:25) IPO Radar News(16:10) Quantinuum IPO Filing(17:53) Lime IPO Filing(20:34) Healthy Pipeline(21:20) Blue Origin Venture Round?(23:34) Emerging Space Economy(24:47) Outside Investors(25:35) Space Startups(26:31) Curated Weekly News(27:21) Join Us
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#59: SpaceX IPO — The 10-Year Bull Case; Investor Breaks it Down
Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO. Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free TrialDon't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO. Carl's Website(0:00) Intro(1:51) Welcome Carl(3:38) How Did You Invest in SpaceX?(6:42) SpaceX IPO Update(7:25) Is the SpaceX IPO Overpriced?(9:59) SpaceX IPO Unknowns(13:50) What's Behind the Hype?(14:19) Reusability(17:25) TAM Expansion(19:01) Ranchers and Cows(20:01) Starship Current Status(23:11) Starlink Growth Engine(25:02) Starlink Direct to Cell(27:47) Data Centers in Space(33:04) AI Energy Supply(37:16) Moon Mass Driver(39:39) SpaceX Humans on Mars(42:19) Tesla SpaceX Convergence(45:11) SpaceXAI Colossus(47:04) Terafab(49:49) Tesla FSD(53:48) X (Twitter)(56:04) SpaceX Bear Case(59:14) Long Term Outlook(1:02:58) Stock Strategy(1:06:16) About Carl(1:08:32) Takeaways
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#58: USVC by AngelList — Buy or Avoid?
Explore USVCThis is not a sponsored link or video. Pre-IPO investing involves significant risk. Perform personalized due diligence before considering an investment in USVC.Craig looks at the new venture capital fund USVC, launched by AngelList and now available to non-accredited investors for a $500 minimum investment. How does it compare to VCX, RVI, and the ARK Venture Fund?In IPO Radar news, Zap Energy pivots to fission, and Anthropic's $900 billion valuation. Why does Google get a discount?(0:00) Intro(0:32) USVC from AngelList(1:25) Non-Accredited VC Funds(3:36) USVC Launch(4:34) USVC Net Asset Value (NAV)(5:26) Ben Miller on VC Access(6:16) USVC Holdings(7:16) Fund Facts(8:21) VCX Alternative(9:20) Daily NAV(10:04) USVC Fees(12:37) AngelList Network Access(13:07) USVC Fund Manager(14:36) Open Invitation(15:06) Buy or Avoid USVC?(16:10) Risk Statement(16:27) IPO Radar News(17:19) Zap Energy Pivot(19:42) Anthropic $900 Billion(21:04) Trillion Dollar Startups(21:22) Google Anthropic Discount(22:27) Follow UpDisclosures: The host is long VCX restricted shares, the Fundrise internet public offering, RVI, and ARKVX. The host was not paid to make this video. All opinions are his own. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#57: Cerebras IPO Preview - Watch Out Nvidia! Prepare Now to Invest for a May Cerebras IPO
Craig highlights the one thing that will make or break Cerebras in the near term, and breaks down key findings in the S-1 filing. In IPO Radar news, a new SpaceX IPO update. SpaceX aims to acquire Cursor and could be working with Mistal AI to take on LLM leaders. Plus, the Fervo Energy IPO is a step closer, the Quantinuum IPO may be closer than we thought, and Jersey Mike's files confidentially for an IPO. Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Level(0:00) Intro(0:27) Cerebras IPO Preview(0:57) Timeline(2:40) AI Chip Processing(3:35) New Partners(4:22) Manufacturing(4:57) Cerebras + OpenAI(5:13) S-1 Filing Walkthrough(7:13) Founder's Letter(8:26) Retail IPO Access(9:03) Fidelity Cerebras IPO Access(10:22) Cerebras Financials(11:36) Concentration Risk(13:05) Cerebras + Taiwan Semiconductor(13:42) Risk Disclosures(14:26) Cerebras S-1 Filing(15:03) IPO Radar News(15:14) SpaceX IPO Update + Cursor(17:03) SpaceX - xAI - Mistral AI(17:32) Fervo Energy IPO(19:36) Quantinuum IPO(21:29) Jersey Mike's IPO(23:33) Follow-Ups
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#56: Three MASSIVE IPOs | SpaceX — Anthropic — OpenAI
Three upcoming IPOs are elbowing other deals out of the spotlight: SpaceX IPO, Anthropic IPO, and the OpenAI IPO. Craig unpacks why these deals are so disruptive, and highlights a few deals that could sneak in before the big ones. In IPO Radar news, Flock Safety's new fundraise, Slate Auto's Series C, and Vercel and Supabase are secondary beneficiaries of the vibe coding revolution. Free Newsletter and Download("The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Level (price increases coming soon)(0:00) Intro(0:40) The Big 3 IPOs(1:34) The Vacuum of SpaceX(2:45) Cerebras IPO(3:51) Upcoming IPOs(7:55) SpaceX IPO Update(13:49) My SpaceX IPO Strategy(14:43) Anthropic IPO Update(16:21) AI Pubic Sentiment(18:05) Anthropic Revenue Growth(20:53) OpenAI IPO Update(22:32) OpenAI TBPN(24:02) IPO Radar News(24:24) Flock Safety Raise(26:52) Slate Auto Series C29.18 Vibe Coding Reverberations(30:02) Vercel IPO Potential(31:51) Supabase Fundraise(33:47) Next Up
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#55: 8 Retail Brokers for IPO Investing (Full Comparison)
Partnership brokers indicated as affiliates in bold:TradeStation (affiliate)Robinhood (affiliate)FidelitySoFi InvestMoomoo (affiliate)Webull (affiliate)Public (affiliate)ETRADECraig compares the 8 online brokers that offer IPO access to retail investors. Best Brokers PageDisclosure: Information presented in the video is as of mid-March 2026 and subject to change. There is no guarantee of accuracy. Free Newsletter and Download("The IPO Process" One-Pager)Access Club on Patreon: 7-Day Free Trialhttps://www.patreon.com/AccessIPOsGet support from our network of investors. Sorry, I do not have information on brokers that offer access to non-US residents. Tutorialshttps://www.youtube.com/watch?v=eXO-kNRGPOkhttps://www.youtube.com/watch?v=UoKsht4XASYhttps://www.youtube.com/watch?v=Gy1UCZNqqAEhttps://www.youtube.com/watch?v=7IW0-JiLGDwhttps://www.youtube.com/watch?v=B6JO6iqfDDE(0:00) Intro(2:17) Verify Policies(3:02) Two Sided Balance(3:42) SpaceX IPO Tips(4:57) Best IPO Brokers Comparison(7:30) TradeStation IPOs(9:06) Robinhood IPO Access(11:04) Robinhood Flipping Policy(11:22) Fidelity IPOs(12:08) Fidelity IPO Flipping Policy(14:10) SoFi IPOs(15:10) SoFi IPO Flipping Policy(16:52) Moomoo IPOs(18:36) Webull IPOs(20:02) Public IPOs(22:40) Eliminate Flipping Policies(23:35) ETRADE IPOs(25:36) Disclosures(27:23) Outro
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#54: How to Invest in the SpaceX IPO
Free Newsletter and Download ("The IPO Process" One-Pager)Craig provides step-by-step instructions for how to invest in the SpaceX IPO, including actions you can take leading up to the IPO date, and what to expect in the coming months. All dates and time references are subject to change based on several factors. Furthermore, as the largest and highest profile IPO history, the deal is subject to skew from the expected IPO timeline and normal protocols (Elon factor). Access Club: 7-Day Free TrialGet support from our network of investors.Best IPO BrokersDisclosure: Access IPOs partners with multiple brokers. We earn a commission from partner links on AccessIPOs.com.SpaceX Page on Access IPOsThis video is not a recommendation to buy or sell SpaceX stock. Perform due diligence before invest in the SpaceX IPO. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.Timestamps(0:00) Intro(0:26) How to Invest in the SpaceX IPO(1:12) IPO Timeline Subject to Change(1:55) SpaceX IPO Date(2:10) Prepare to be Disappointed(2:38) Tesla Shareholders(3:35) IPO Shares to Retail Investors(4:22) Previous Videos(4:52) 3 Ways to Prepare Now(7:53) 8 IPO Brokers(10:54) The Access Club(11:33) Fund Accounts(12:48) Bonus Tips(13:51) SpaceX IPO Timeline(14:22) Confidential S-1 Filing(14:44) Public S-1 Filing(15:24) SEC S-1 Filing Timeline(15:58) Find SpaceX S-1 Filing(16:40) Initial S-1 Contents(18:16) S-1 to IPO Timeline(18:32) TOO LATE!!!(20:35) IPO Roadshow(21:04) SpaceX IPO Date (Determination)(21:30) Confirming IPO Requests(22:31) Broker Tutorials(23:00) Final IPO Pricing(23:56) Get Help(24:04) SpaceX IPO Allocations(26:05) Don't Chase Hot IPOs(26:54) Resources
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#53: Interview with Fundrise CEO Ben Miller — VCX
Fundrise VCXAccess IPOs Newsletter + Free Download ("The IPO Process" One-Pager)Craig sits down with Fundrise Co-Founder and CEO, Ben Miller, to talk about the public launch of VCX.The conversation covers Fundrise's decision to take VCX public in a direct listing, the current investment thesis with AI and SpaceX, and the current of startup and real estate investing. Plus what the future holds for VCX, potential new funds, and Fundrise iPO shareholders.Disclosures: Craig was not paid to make this video. Craig is long the Fundrise Innovation Fund VCX, the Fundrise internet public offering, and multiple real estate funds. All VCX shares are restricted. This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(1:40) Thanks(2:12) What is VCX?(3:42) Non-Traded to Traded(5:10) Direct Listing vs. IPO(12:27) High-Demand Startups(13:04) Investment Thesis13.33 AI Investing(19:09) VCX Portfolio(23:18) Structural Bridge(28:06) Investor Communication(34:52) VCX SpaceX Investment(36:49) How VCX Handles IPOs(39:13) VCX 2?(42:42) Real Estate Funds(44:26) Mountains and Valleys(45:12) Fundrise IPO?(47:30) OnwardAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#52: Fundrise VCX is Public! Massive ALPHA for LT Shareholders. Invest in Anthropic, SpaceX, and OpenAI
The Fundrise VCX fund exploded at the open on Thursday, up more than 300% from its net asset value (NAV). This long-time favorite (previously the Fundrise Innovation Fund) is now available to anyone who can trade U.S. stocks and funds. Craig looks at the direct listing dynamics and previews what to expect as trading settles, comparing VCX to the Destiny 100 (DXYZ) and Robinhood Ventures Fund I (RVI). In IPO Radar news, the Kraken IPO is postponed, Kalshi is raising $1 billion at a $22 billion valuation, and General Matter is raising $500 million at a $2 billion pre-money valuation. Disclosures: Craig was not paid to make this video. Craig is long the Fundrise Innovation Fund VCX, the Fundrise internet public offering, and multiple real estate funds. All VCX shares are restricted. This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(0:24) Fundrise VCX Launch(3:11) Direct Listing(4:36) Unrestricted Shares(6:04) Net Asset Value (NAV)(6:38) DYXZ Chart Comparison(7:48) RVI Chart Comparison(8:27) RVI ElevenLabs(9:41) RVI Discount(10:07) VCX Premium(11:39) What's Next for VCX(12:23) Pragmatism(13:01) IPO Radar News(13:43) Kraken IPO Freeze(15:29) Kraken Valuation(16:20) Kalshi $22B Valuation(18:57) General Matter $500M Raise(19:45) What is General Matter?(20:21) Enriched Uranium Supply Chain(22:59) Invest in General Matter?(23:31) ConnectAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#51: Vibe Coding Startups are RED HOT. Staggering Growth from Cursor, Replit, Loveable and More
First up, Craig briefly recaps the RVI IPO and highlights the new Fundrise Innovation Fund VCX listing date. Vibe coding startups are RED HOT. Craig features a handful of the fastest-growing vibe coding startups and their staggering revenue growth. In IPO Radar news, Anduril confirms its $60 billion valuation, Saronic is raising a Series D, and Sierra Space closes its Series C. Craig talks about the economics of defense tech, and how startups lowering cost improve the economics of battle to deter adversaries. Free Newsletter and Download ("The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Level(0:00) Intro(0:30) RVI IPO Disappointment(2:13) Fundrise VCX Listing Date(3:36) Vibe Coding Investing(5:15) Cursor Staggering Growth(8:13) Claude Code and Codex(8:44) Cursor IPO Potential(8:54) Replit Fundraise(9:45) Replit ARK Venture Fund(10:05) Lovable Revenue Growth(11:00) Lovable Valuation(11:52) Cognition(13:06) History Repeats(13:57) SaaS-Pocalypse(14:38) Personal Experience(15:18) Code Modernization and Optimism(17:08) IPO Radar News(17:24) Anduril $60 Billion Valuation(17:42) Defense Tech Opportunity(18:56) Saronic Series D(21:03) Invest in Defense Startups?(21:41) Sierra Space Technologies(22:45) Sierra Space Series C(23:11) Sierra Space IPO Potential(24:51) OutroAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#50: Invest in Anthropic, OpenAI, SpaceX, Stripe, and More as VCX and RVI Start Trading
Episode #50: Craig highlights the big picture opportunity in public venture funds and the current State of IPOs in 2026.RVI IPO Date: Friday, March 6th.VCX IPO Date: Tuesday, March 10th. Retail investors can invest in Anthropic, OpenAI, SpaceX and more starting then. In IPO Radar news, Anthropic is soon investable through VCX, while revenue is surging. OpenAI has hired law firms to help prepare for the OpenAI IPO. And a SpaceX IPO update, the company is weighing filing confidentially in March. Thanks to viewers, newsletter subscribers, and Patreon members for watching, listening, and supporting the show. And thanks to my daughter for the intro and outro!Newsletter Signup(free download - "The IPO Process" One-Pager)Patreon: 7-Day Free TrialEconomist Article(0:00) Intro(0:32) Episode #50(1:12) VCX and RVI(2:41) RVI IPO(4:11) VCX Listing(4:58) Invest in Anthropic(5:46) Why?(7:19) State of IPOs in 2026(10:40) Cerebras IPO(12:03) Upcoming IPOs(15:33) Status Quo(16:59) Retail Ownership(17:22) IPO Radar News(18:08) Anthropic Growth Timeline(21:20) Anthropic Crazy Revenue(22:54) Anthropic for Retail(23:12) OpenAI Hires Law Firms for IPO(23:44) AI IPOs 2026(25:04) SpaceX IPO Update(26:26) How to Invest(26:58) SpaceX IPO(28:00) Data Centers in Space(28:18) What Makes a Market(29:22) Thank you. Up Next.(30:02) Guest Outro
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#49: RVI IPO vs. VCX Direct Listing (March). Plus, Stripe's New Valuation, and Cerebras IPO
Robinhood postponed its RVI IPO 8 days, possibly due to its Stripe purchase or lack of IPO share demand. Fundrise VCX shareholders passed key proposals, and the deal is expected to direct list in mid-March. Craig compares RVI vs. VCX holdings side-by-side.In IPO Radar news, Stripe's valuation hits $159 billion in a tender offer, and the company is considering acquiring PayPal. Cerebras IPO update: The company has filed confidentially (again) for its IPO, which could arrive as early as April 2026. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.Newsletter Signup(free download - "The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline LevelRelated Contenthttps://www.youtube.com/watch?v=afVTvk8euy0https://www.youtube.com/watch?v=Qx3jw1-KsZM(0:00) Intro(0:26) Where are the IPOs?(0:58) RVI and VCX(1:27) RVI IPO Delay(2:30) RVI IPO Date March 6th(3:06) RVI Stripe Investment(4:23) VCX Shareholder Vote(5:28) VCX Direct Listing (not an IPO)(6:34) VCX Investor Day(6:56) SEC Filing(7:18) Net Asset Value (NAV)(8:58) RVI vs. VCX (side-by-side)(10:52) Cash Heavy(12:25) "Should I Invest?"(14:14) IPO Radar News(14:26) Stripe Valuation $159 billion(17:13) Stripe IPO Potential(18:15) Invest in Stripe(18:52) Stripe Considering PayPal Acquisition(21:06) Cerebras IPO: Files Confidentially(24:29) Special Guest Next Week(26:05) Outro
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#48: Robinhood Ventures Fund IPO Preview (RVI IPO) - Should You Invest? Plus, Defense Tech is Hot
The Robinhood Ventures Fund IPO is next week. Are public venture funds like RVI, VCX, and DXYZ the new standard for startup investing for retail investors?In IPO Radar news, defense tech is hot as Shield AI raises at $12 billion, and Anduril seeks a $60 billion valuation.Newsletter Signup(free download - "The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Levelbillion, and Anduril seeks a $60 billion valuation.Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#47: The Fundrise Innovation Fund VCX is Going Public - What does this mean for existing investors?
CORRECTION: Please note, the VCX, RVI, and DXYZ funds are not ETFs. They closed-end funds (CEF) that are exchange-traded. Though they trade like ETFs, this is an important distinction. The Fundrise Innovation Fund (VCX) plans to go public, pending a shareholder vote in February. What does this mean for existing investors, and how will it impact the fund over the long-term?Written Fundrise Venture ReviewIn IPO Radar news, Erebor is a bank, Beast Industries buys a fintech, and SpaceX to the moon!Newsletter Signup(free download - "The IPO Process" One-Pager)Access Club: 7-Day Free Trial$5 to join at the Baseline Level(0:00) Intro(0:25) Non-Accredited Startup Investing(1:01) Venture Capital Funds (for Non-Accredited)(1:22) Fundrise Innovation Fund(2:36) Fundrise VCX(3:25) Robinhood RVI and DXYZ(5:14) Fundrise Review(5:40) Robinhood Ventures(6:36) Why Launch VCX?(10:00) VCX Downsides(11:58) VCX Holdings(12:36) Disclosure(12:46) IPO Radar(13:32) Erebor Bank Charter(16:25) Erebor Valuation(16:48) Beast Industries Acquires Step(19:04) Beast Industries Valuation(20:08) SpaceX IPO Watch(20:35) SpaceX to the Moon(23:58) OutroAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#46: DONE DEAL - SpaceX and xAI Merge. Up Next, SpaceX IPO in June. Plus Cerebras IPO Watch and Waymo
The xAI and SpaceX merger announcement sets the stage for a June 2026 SpaceX IPO. Craig highlights recent SpaceX valuation and revenue numbers, and previews what to expect from the SpaceX IPO in the coming months. In IPO radar news, we saw several positive IPOs this past week from Once Upon a Farm, Forgent Power Systems, and Bob's Discount Furniture. The Cerebras Series H triples its valuation, Waymo raises Waymo money, and Capital One acquires Brex. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:27) SpaceX + xAI Done Deal(1:43) Elon on Cheeky Pints(2:00) Data Centers in Space(2:33) SpaceX Valuation and Revenue(5:58) xAI Valuation(6:44) Tesla China Risk(7:42) SpaceX IPO: What's Next?(9:28) How to Invest in SpaceX(10:34) IPO Radar(11:02) IPOs this Week(11:45) Kraken IPO Delay?(12:00) Cerebras Series H(13:16) Cerebras IPO(14:16) Waymo Fundraise(17:11) Alphabet's Dominance(17:41) Waymo IPO or Spinoff?(18:23) Capital One Acquires Brex(20:23) Brex Lessons Learned(21:37) Ask(22:59) Outro
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#45: Will Elon Musk Merge His Companies Before the SpaceX IPO? OpenAI IPO date, and MrBeast IPO Radar.
Craig breaks down what we know about a potential SpaceX merger with xAI, discusses the possible merger with Tesla, and revisits the SpaceX IPO timing (based on new information and planetary alignment). Flat debuts from York Space Systems (YSS), Ethos Life Insurance (LIFE), and Picpay Holdings (PICS) warn of the coming wave of mediocre IPOs.There's a new IPO Radar List filter on the website. Check it out. Plus, IPO radar news about an OpenAI IPO date, Automation Anywhere backdoor IPO, and MrBeast highlights 5 IPO Radar startups in his latest video. Best IPO BrokersPatreon: 7-Day Free TrialNewsletter SignupAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:35) SpaceX xAI Merger(2:11) Stock Symbol "X"(2:51) SpaceX Tesla Merger(4:29) SpaceX and xAI Valuations(4:46) Weighing Options(5:34) Planetary Alignment?(7:00) Too Many Reports?(8:08) Resurfaced Tweets(8:32) IPO Broker Competition(11:03) Elon Speed(11:31) Recent IPOs(12:01) Caution: Mediocrity(13:14) Jersey Mikes IPO(13:42) Ledger IPO(14:05) IPO Radar Resource(15:08) OpenAI New Fundraising(16:24) OpenAI IPO Q4 2026(18:00) Automation Anywhere C3.AI Merger(19:05) Thomas Siebel, Legend(20:05) "AI" Stock Symbol(21:18) MrBeast IPO Radar Companies(24:10) Outro
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#44: Space IPO Update: New Timeline, Elon's Motivations, IPO Bankers, and AI Rivalry
Episode #44: Four new insights into the SpaceX IPO. The FT reports on four banks for hire. The BitGo IPO and EquipmetShare IPO kicked off 2026 with opposite outcomes.In IPO Radar news, Honeywell plans a Quantinuum IPO, Zipline raises funds, and a Fervo Energy IPO is nearer.Join the Access Club: 7-Day FREE TRIALShare and learn with our community.Newsletter SignupFree download - "The IPO Process" One-PagerBest IPO BrokersAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(1:05) SpaceX IPO Update(1:47) Complete IPO by July(2:39) Four Banks(5:17) Next Step(6:35) Elon's Motivations(8:14) AI Rivalry(10:34) Invest in the SpaceX IPO(13:00) BitGo IPO(14:28) EquipmentShare IPO(15:00) Brokers and Strategies(17:14) IPO Radar News(17:46) Quantinuum IPO(19:26) Zipline Fundraise(23:20) Fervo Energy IPO(25:38) Outro
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#43: Why IPOs Matter and How to Profit from IPOs + Cerebras IPO News, BitGo IPO on Robinhood, EquipmentShare IPO
Episode #43: Craig explains why Access IPOs is unapologetically pro-IPO and why IPOs remain the best way for retail investors to benefit from the long-term growth of innovative industries. In IPO Radar news, the EquipmentShare and BitGo IPOs are this coming week. Plus, Cerebras makes news three ways. Is the Cerebras IPO coming in 2026?Newsletter SignupJoin the Access Club: 7-Day FREE TRIALMembers share IPO allocations and pre-IPO opportunities for high-profile deals. Share and learn with our community.Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:34) Why Do IPOs Matter?(1:40) How to Profit from IPOs(4:16) What about SPACs?(5:13) IPOs vs. Acquisitions(6:54) Drumbeat(7:34) Pro Startup Ecosystem(8:54) No Gimmicks(9:22) Private Stock Tokenization(10:06) Smart Regulation(11:00) Join Us(11:25) IPO Radar(12:48) Two IPOs This Week(13:07) BitGo IPO Access(14:53) EquipmentShare IPO(16:52) How I'm Investing(18:05) Cerebras IPO(19:51) OpenAI and Cerebras(21:15) Outro
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#42: Upcoming IPOs Predictions 2026: These 18 Startups are Most Likely to Go Public in 2026
Craig highlights the 18 startups he believes will IPO in 2026. Did your favorite pre-IPO company make the list?What other startups should have made the countdown?Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALMembers share IPO allocations and pre-IPO opportunities for high-profile deals. Share and learn with our community.(0:00) Intro(1:42) 2025 Predictions Recap(2:35) Why Predict Upcoming IPOs?(3:24) Preface(5:18) #1 Kraken IPO(6:21) #2 BitGo IPO(7:28) #3 Discord IPO(8:40) #4 SpaceX IPO(10:25) #5 Dataiku IPO(11:11) #6 Cerebras IPO(13:00) #7 Once Upon a Farm IPO(13:56) #8 Databricks IPO(15:34) #9 Cohesity IPO(16:51) #10 Lambda IPO(17:51) #11 Strava IPO(19:25) #12 Snyk IPO(20:44) #13 Notion IPO(22:18) #14 Lime IPO(23:28) #15 Deel IPO(25:17) #16 Skims IPO(27:42) #17 Canva IPO(29:25) #18 Anduril IPO(33:26) What about OpenAI and Anthropic?(34:39) Who Else?(36:00) Stay in Touch(36:31) Immerse Yourself in IPOs(37:22) Outro
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#41: The Top 10 Private Companies Investors Want to Own. SpaceX IPO, Anduril, Databricks, and More.
Craig reveals his IPO Wish List for 2026. These are startups we'd love to go public, but most are probably not in 2026 (with a few exceptions, 2026 could be a banner year). He counts down the top ten. In IPO radar news, a SpaceX IPO update, OpenAI is trying to raise again at an absurd valuation, and TAE Technologies bizarre merger with Trump Media & Technology Group. Fundrise VentureInvest in Tomorrow’s Great Tech Companies, Todayhttps://accessipos.com/FRIYTNewsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALMembers share IPO allocations and pre-IPO opportunities for high-profile deals. Share and learn with our community.https://youtu.be/bFHiVCWgR1whttps://youtu.be/mF1lUyEVO4oAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(2:02) Medline IPO Debut(2:36) IPO Wish List 2026!(2:57) #10 Stripe IPO(5:31) #9 Ramp IPO(7:37) #8 Cerebras IPO(11:02) #7 Revolut IPO(13:26) #6 Canva IPO(16:03) #5 The LLMs(16:30) xAI IPO Potential(16:49) OpenAI IPO Potential(17:19) Anthropic IPO Potential(18:51) IPO Radar News - OpenAI(20:51) #4 Ripple IPO(25:18) #3 Databricks IPO(28:02) #2 Anduril IPO(30:10) #1 SpaceX IPO(31:21) SpaceX IPO Watch(34:18) IPO Radar News(34:31) TAE Technologies Merger With DJT(38:08) Outro
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#40: SpaceX IPO - Prepare to Invest - Timeline, IPO Access, How to Invest in SpaceX Stock.
Episode #40: The SpaceX IPO could finally arrive in the second half of 2026. Craig breaks down the orbital path that go us here, latest reports, and what to expect in the coming months. In IPO radar news, the Medline IPO will be the biggest IPO of the year, next week. Plus, Freenome will go public via a SPAC merger, Fervo Energy's Series E, and Notion is considering an IPO in late 2026. Newsletter Signup(free download - "The IPO Process" One-Pager)SpaceX IPO Web Page and News ArchiveJoin the Access Club: 7-Day FREE TRIAL(0:00) Intro(0:30) SpaceX IPO(0:53) Countdown (1:31) SpaceX IPO Watch Segment(1:41) How Did We Get Here?(1:51) Starlink Spinoff(2:58) Tesla Shareholder IPO Preference(4:39) WSJ Tender at $800 Billion Valuation(5:37) Katie Roof Scoop 2026 IPO(6:44) Is this Really Happening?(7:45) IPO Valuation Reporting(8:15) Largest IPO in History(9:47) Why IPO Now?(12:46) Elon's Acknowledgement(13:59) Elon's Needs the Money Now(16:03) Join the Ride(16:49) Next Steps?(20:00) Retail SpaceX IPO Access(21:32) SpaceX IPO Date(21:51) The IPO Process(22:41) IPO Radar News(23:03) Medline IPO Date(23:48) IPO Brokers(25:06) Freenome SPAC(28:14) Fervo Energy Series E(28:49) Fervo Energy IPO(29:17) Notion Valuation(30:13) Notion IPO 2026?(31:06) 2026 IPO Enthusiasm(31:41) In Your Feed(32:21) Programming NoteAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#39: Will Anthropic IPO in 2026 beating out OpenAI? Plus, Medline and Wealthfront IPOs, Revolut Raises
Craig digs in to the rumored Anthropic IPO, anticipated as early as 2026. Will it beat the OpenAI IPO to market and raise more money?In IPO Radar news, the Wealthfront IPO and Medline IPO will close out the 2025 season. Will they help kickstart 2026?Plus, Revolut is now a $75 billion fintech, and Verkada raises $100 million at a $5.8 billion valuation. Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:46) Anthropic IPO FT News(2:15) Anthropic Revenue Growth 2025(2:28) Anthropic IPO Timing(3:12) OpenAI vs. Anthropic IPO Race(5:02) What is Anthropic?(5:29) Safety First AI(6:43) Anthropic Valuation(9:52) 2027 More Likely(11:17) IPO Leader(11:58) Derailment(13:22) CFO Hire(13:48) Soapbox(14:58) IPO Radar News(15:19) Wealthfront IPO(16:32) Customer IPO Access Denied(17:50) Wealthfront IPO Date(18:06) Medline IPO Date(19:36) Medline IPO Access(20:08) Revolut Valuation $75 Billion(21:42) Revolut IPO in U.S. not U.K.(24:19) Revolut Valuation(24:32) Verkada Series F(26:50) Verkada Valuation $5.8 Billion(29:18) Outro(29:49) 15% Discount
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#38: 8 IPO Investing Mistakes That Will Ruin Your Portfolio! (and How to Avoid Them).
Episode #38: Craig walks through the eight most common IPO investing mistakes, using 2025 IPOs to illustrate how we can avoid future investing mishaps.Avoid these mistakes that can ruin your annual returns. Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:37) Why Invest in IPOs?(1:34) IPOs are Speculative(2:10) Mistake #1 IPO Not Business(4:42) Mistake #2 Not Reading the S-1(5:16) SEC Filing Key Components(8:16) Mistake #3 Expecting Access(9:56) Mistake #4 Misreading Demand Signals(13:02) IPO Pricing Example(13:55) IPO Trap(14:27) Mistake #5 Chasing Overvalued IPOs(16:33) Mistake #6 Not Selling Overvalued IPOs(17:35) Figma IPO Performance(18:12) Circle IPO Performance(19:42) IPO Selling Strategy(20:17) Mistake #7 Holding Losers(21:45) Venture Global IPO Example(22:20) Mistake #8 Ignoring the Flipping Policy(22:37) Robinhood IPO Flipping Policy(23:13) SoFi IPO Flipping Policy(23:13) Public IPO Flipping Policy(24:01) Why are There IPO Flipping Policies(24:38) Fidelity IPO Flipping Policy(25:30) Recap 8 Common IPO Investing Mistakes
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#37: Kraken Has Filed Confidentially for a 2026 IPO. Plus, Gopuff, Ramp, Databricks, Lambda, and xAI.
Episode #37: Kraken has filed confidentially for an IPO and will likely be the first showcase fintech IPO in Q1 2026. Craig shares his take on the company and its potential to ignite IPOs in 2026. In IPO Radar news, Craig looks at the remaining potential 2025 IPOs. Plus, news from Gopuff, Ramp, Databricks, Lambda, and xAI. Newsletter Signup(free download - "The IPO Process" One-Pager)Watch for a Black Friday week deal soon.Join the Access Club: 7-Day FREE TRIALAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:29) Kraken IPO 2026(1:26) Kraken Citadel Investment(2:15) What is Kraken?(3:07) Kraken IPO Valuation(3:23) Revenue(3:42) Crypto IPOs(4:30) Prelude to the IPO(6:35) Timeline(7:42) IPO Access for Kraken Customers?(8:18) Directed Share Program(8:57) IPO Access at Kraken?(12:03) Kraken Customers(12:39) Tokenization at Kraken(13:12) IPO Radar News(14:06) Renaissance Capital Forecast(15:17) Remaining 2025 IPOs(19:03) Gopuff(19:50) Robinhood Ventures Gopuff(20:30) Gopuff Valuation(20:59) Ramp Valuation(22:05) Ramp Fundraises 2025(24:03) Databricks Valuation(25:05) Databricks Series L(25:21) Databricks IPO Head Fakes(26:25) Lambda $1.5 Billion Raise(27:37) xAI $15 Billion Raise(29:14) xAI Valuation(31:00) Looking Ahead(32:44) Outro
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#36: Make IPOs Great Again! Says SEC Chairman Paul Atkins. Plus, Skims Raises, and a WHOOP for IPOs
Episode #36: SEC Chairman Paul Atkins says he wants to Make IPOs Great Again! (MIGA). Craig agrees, and looks at the SEC's ideas to encourage private companies to public, and adds a few ideas of his own. In IPO Radar news, the government shutdown is over. How will that impact IPO timing as we close out 2025. Skims has raised a new round valuing the company at $5 billion. Will Kim Kardashian offer IPO shares to customers? And WHOOP's CEO says he's eyeing an IPO within the next two years. Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALNewsletter subscribers, watch for a Black Friday week deal.Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:26) Fewer Public Stocks(1:26) Private Staying Private(1:51) MIGA! Paul Atkins(2:34) MIGA Three Pillars(3:09) NYT MIGA Article(4:28) #1 Reduced Filing Requirements(6:18) Not all Cost and Burden(8:16) #2 Limiting Shareholder Proposals(9:44) #3 Litigation Reform(10:26) More Incentives(11:51) Audit Bottleneck(13:52) Section 12(g) Reform(14:53) Elon SpaceX Stock Comments Nov 6th(16:03) Deregulated Pre-IPO and Tokenization(17:24) Accreditation Reform(18:14) Tax Incentives(19:18) IPO Radar News(19:39) Shutdown Over(21:05) Skims Worth $5 Billion(21:48) Skims IPO Potential(24:50) Dear Kim Kardashian(25:17) WHOOP IPO Potential in 2 Years(26:33) WHOOP Directed Share Program(27:50) WHOOP Blood Glucose Monitoring(28:56) WHOOP Valuation(30:32) Coming Soon(31:48) Outro
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#35: Medline IPO Preview + Retail VC Access, Ripple, OpenAI Drama, and Anthropic
Craig starts with a rant about the lack of retail access to the fastest growth stage of private companies.Then, Medline has filed for an IPO and may complete its IPO by the end of 2025. Craig shares S-1 highlights.In IPO Radar news, Ripple raises $500 million at a $40 billion valuation. The OpenAI IPO potential and government backstop flub floods the news, and Anthropic projects $70 billion in ARR. Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIAL(0:00) Intro(0:26) More than IPOs(1:00) The VC Gap(1:37) Charts(2:16) Secondary Takeovers(2:47) Private Staying Private(3:36) Prediction Market Risk(4:25) Access vs. IPOs(5:18) Medline IPO(6:37) About Medline(7:43) Private Equity IPO(9:34) Medline S-1 Highlights(17:33) Medline IPO Expectations(19:01) Timing (Pending Shutdown)(20:09) IPO Radar: Ripple Raises(22:18) Ripple IPO Potential(23:23) Ripple Valuation(24:55) OpenAI IPO Drama(26:00) OpenAI Too Big to Fail?(28:20) Anthropic $70 Billion ARR(30:35) AI Bubble Talk(33:33) Incoming BF Deal
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#34: Sam Altman says an OpenAI IPO is Likely. When? Plus, Medline IPO, Grammarly is Superhuman, and Whatnot.
The OpenAI IPO filing could come as early as the second half of 2026. Craig walks through the busy news week for OpenAI, including the corporate restructuring, Sam Altman's commentary on an IPO, and key reporting on the topic. In IPO radar news, the Medline IPO is coming soon, Grammarly rebrands to Superhuman, and Whatnot raises at an $11.5 billion valuation.Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIAL(0:00) Intro(0:47) OpenAI Corp Structure(1:59) OpenAI Ownership(2:41) Sam and Elon(3:19) OpenAI IPO Articles(4:07) Sam Altman OpenAI IPO Quotes(5:42) Potential Filing and Terms(7:40) OpenAI Implications(10:07) OpenAI's Mission(11:26) Caveats(13:58) What's Next?(15:40) IPO Radar News(16:26) Medline IPO(18:37) Grammarly Now Superhuman(20:31) Whatnot (and whatnot)(22:36) The QVC of Mobile(24:08) Whatnot IPO Potential(24:40) Monitor the IPO Pipeline(26:55) OutroAccess IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.
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#33: Robinhood Venture Fund Explained; Plus, DXYZ, the Deel Series E, Kalshi, and Polymarket Valuations
Craig looks at the proposed Robinhood Venture Fund and compares it to the Destiny 100 - DXYZ, and Fundrise Venture and Ark Venture products. In IPO Radar news, the Deel Series E raises $300 million at a $17.3 billion valuation. Plus, prediction market startups Kalshi and Polymarket valuations explode.Weekly Newsletter Signup(free download - "The IPO Process" One-Pager)Join the Access Club: 7-Day FREE TRIALFundrise Venture^ (affiliate)Invest in tomorrow’s great tech companies, today^Please note: This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.(0:00) Intro(0:30) Upcoming IPOs(0:44) Navan IPO Date(1:05) Beta Technologies IPO Date(1:45) IPO Access(3:05) Robinhood Venture Fund(5:56) Retail Access to Startups(8:14) DXYZ is Illogical(11:38) For the AUM(12:51) Invest in SpaceX(13:44) Possible Positives(15:56) Legit Venture Funds(17:20) My Hope(18:21) Adequate Disclosures(18:59) Alternatives(19:28) IPO Radar News(20:27) Deel Series E(21:31) Deel Drama 2025(23:10) Deel IPO Potential(24:32) Prediction Marketplaces(24:47) Kalshi Funding Rounds(25:52) Polymarket Funding Rounds(27:09) Gambling vs. Investing(28:49) Stay in Touch
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#32: The 20-Day IPO Rule: How Navan and Beta Could Beat the Shutdown. Plus, Aptera Stock, Erebor, and the Snyk IPO.
Craig is seeing some signs of life in the IPO pipeline. The Navan IPO and Beta Technologies IPO may move forward by early in November. Companies must adhere to the new SEC shutdown guidance (the 20-Day Rule) provided on October 9th. It seems likely that any big names will IPO before 2026. In IPO Radar news, the Aptera Motors disappointed, OURA Health raises funds from Fidelity, the Snyk IPO may happen after all, Erebor nears becoming a bank.Join the Access Club: 7-Day FREE TRIALWeekly Newsletter Signup(free download - "The IPO Process One-Pager")Best Brokers for IPO AccessSEC Guidance(0:00) Intro(0:29) IPO Signs of Life(1:17) SEC Shutdown Guidance(3:54) Upcoming IPOs(4:45) Options(7:24) Shutdown Continues(8:47) IPO Radar News(9:12) Aptera Direct Lising(14:11) Aptera Motors Stock Trading(15:05) OURA Health and Fidelity(18:02) OURA Health Valuation(19:10) Snyk IPO(20:38) Snyk CEO Peter McKay IPO(23:29) Erebor Bank Charter(28:31) Stay in Touch
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#31: Wealthfront IPO Preview + Cerebras IPO Update, Anysphere at $30 Billion, and xAI Fundraise Frenzy
Craig looks at highlights from the Wealthfront IPO filing. Will Wealthfront customers get a chance to invest in the IPO?In IPO Radar news, the Government shutdown continues. Craig gives a full update on the Cerebras IPO filing withdrawal and upcoming timeline as of October 9th, 2025. Plus, Cursor maker Anysphere has investors interested at a $30 billion valuation (3X since May), and the AI fundraising frenzy continues with xAI. Weekly Newsletter Signup(free download - "The IPO Process One-Pager")Join the Access Club: 7-Day FREE TRIALBest Brokers for IPO Access20VC Podcast Linkshttps://www.thetwentyminutevc.com/andrew-feldman-2https://www.thetwentyminutevc.com/jonathan-ross-3(0:00) Intro(0:57) Wealthfront IPO(2:32) Wealthfront S-1 Highlights(11:34) Wealthfront Financials(12:22) Neo-Brokers Cash Products(13:56) Is Wealthfront Profitable?(15:00) IPO Access for Customers(15:56) IPO Radar News(18:19) Cerebras IPO Status(20:58) CEO Andrew Feldman Comments(23:16) 20VC Conversations(23:44) AI Bubble Skepticism(24:45) xAI $20 Billion Fundraise(25:20) Nvidia to Invest in xAI(27:14) Unmet Demand(27:58) Anysphere/Cursor $30 Billion(30:18) Anysphere IPO Potential(31:27) Stay in Touch(32:16) Level Up(33:14) Next IPO Wave
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#30: Is the IPO Pipeline Shutdown with the U.S. Government? Plus, Cerebras Series G and Kraken IPO.
Will the U.S. Government shutdown lead to an IPO shutdown? Unfortunately, Craig thinks it will. The 2025 IPO window was already closing for the year, and the politician-induced delay will have a significant impact on IPOs unless it is resolved promptly. Craig lists the companies caught "in limbo" and the candidates most likely to push their IPOs to 2026. In IPO Radar News, Cerebras resurfaces, Kraken prepares to IPO, and the Fervo Energy IPO heats up.Join the Access Club: 7-Day FREE TRIALLevel up your IPO investing, connect with Craig and likeminded investors, and compare allocations for the latest deals.Weekly Newsletter Signup(free download - "The IPO Process" One-Pager)Best Brokers for IPO AccessHelpful article about the shutdown Impact on IPOsIPO and pre-IPO investing involves significant risk. Perform personalized due diligence before investing. Mentions of startups or companies in this show are not recommendations to buy or sell. This show is for informational and entertainment purposes, and should not be considered investment advice. Do not invest in IPOs with money you cannot afford to lose. (0:00) Intro(0:27) IPO Shutdown(1:51) Government Shutdown(4:28) IPO Implications(6:31) Unhelpful(7:00) Pending Market Conditions(7:58) Narrow Window(8:39) In Limbo Companies(10:27) Medline IPO(11:27) Upcoming IPO in 2026(12:22) Unintended Consequences(13:50) Axios Dan Primack(14:01) Looking Forward(14:44) IPO Radar News(16:10) Cerebras Series G(19:02) Cerebras IPO "Aspiration"(20:30) What is Cerebras?(21:25) Kraken IPO(22:50) Kraken Strategic Investor(25:25) Fervo Energy Fundraise(27:10) Fervo Energy IPO(27:37) Final Raise?(29:02) Next Level(30:55) Outro
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#29: Navan IPO Preview + BitGo IPO and Fermi America IPOs. Beta Technologies IPO and Tether's Untethered Valuation.
Craig breaks down three upcoming IPOs: The Navan IPO, BitGo IPO, and the massively ambitious and speculative Fermi America IPO. In IPO Radar news, Beta Technologies IPO, and Tether's valuation is untethered. Free DownloadFrom Startup to Public Company - The IPO ProcessJoin the Access ClubBest Brokers for IPO Access(0:00) Intro(0:50) Navan IPO(2:37) Navan S-1 Highlights(10:02) Road to IPO(10:39) BitGo IPO(11:56) BitGo S-1 Highlights(12:15) BitGo SoFi(13:20) BitGo Revenue Growth(14:49) BitGo IPO Date(15:40) Fermi America IPO(16:54) USA AI Future Power Needs(17:50) Fermi IPO Red Flags(18:24) Ambitious Plans(20:02) Should Fermi be Public?(20:40) Highly Speculative(23:48) IPO Radar News(24:50) Beta Technologies IPO(28:00) Tether's Valuation Untethered(32:31) Waiting for IPOs(33:47) Retail Access(35:10) Subscribe and Follow(35:24) The IPO Process Download(35:36) The Access Club(36:26) Outro
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#28: IPO Revival! Takeaways from Recent IPOs to Help Us Prepare for the Next Wave
The IPO revival is here. Craig identifies takeaways from the September IPO volume to help us prepare for the next wave of IPOs.Someone cracked the Robinhood IPO allocation algorithm. Craig shares and breaks it down. In IPO Radar news, Medline go or no go, Figure AI valued at $39 billion, and a Cohesity IPO is looking likely for 2026. Free DownloadFrom Startup to Public Company - The IPO ProcessJoin the Access ClubBest Brokers for IPO Access(0:00) Intro(0:34) IPO Revival Takeaways(1:15) Recent IPO Performances(1:53) Klarna(2:18) Figure(2:46) Gemini(4:36) StubHub(6:58) IPO Takeaways(8:04) Netskope(8:44) Next Wave(9:35) Community Insights(9:54) Robinhood IPO Algorithm(11:16) Robinhood IPO Formula(12:04) Examples(15:02) Tweet(15:18) IPO Radar News(16:26) Medline IPO(20:00 )Figure AI $39 Billion Valuation(23:43) Cohesity IPO(26:28) Stay in Touch(27:02) Preview(28:07) Outro
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#27: IPO Week Recap + Gemini IPO, StubHub and Netskope Up Next
Subscribe to the Weekly NewsletterGet the Free Download - The IPO ProcessJoin the Access Club 7-Day Free TrialMembers share IPO allocations and strategies in our chat rooms and get exclusive access to bonus content and community. Best IPO Brokers for Retail InvestorsEpisode #27: Recorded on Friday the 12th at 12:15pm ET. Craig, recording from the FinCon conference in Portland, Oregon, recaps the first half of IPO Week (Klarna IPO, Figure IPO), talks about retail access for the Gemini IPO, and previews the StubHub and Netskope IPOs next week. (0:00) Intro(0:10) FinCon + Adobe Podcast(1:00) IPO Week(1:10) Klarna IPO(2:32) Figure IPO(4:05) IPO Health(4:29) Gemini IPO(5:12) Allocations(6:06) Disappointing Allocations(6:56) Retail Allocations(9:56) Netskope(10:38) StubHub(11:45) IPO Pricings(12:28) StubHub Voting Power(13:18) Retail Access Next Week(14:02) Multiple IPO Brokerage Accounts(15:04) Other Friday IPOs(15:32) Slow Allocations(17:29) Conference Voice(18:08) Outro
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#26: It's IPO Week! Klarna, Gemini, Figure and More, + IPO Calendar and Broker IPO Access. Aptera Motors IPO, VAST Data IPO
Access Upcoming IPOs at Robinhood (affiliate)Subscribe to the Access IPOs Newsletter (Free)Join the Access ClubFor IPO investing strategies, trade alerts, and community access.Episode #26: It's IPO Week! Craig breaks down the six IPOs happening the week of September 8th, 2025. Klarna IPO, Gemini IPO, Figure IPO, Black Rock Coffee IPO, Legence IPO, and Via Transportation IPO. He shares an IPO calendar and the various brokers offering IPO access to each deal. In IPO radar news, a direct listing of the Aptera Motors IPO could be around the bend. The VAST Data IPO could occur in the second half of 2026 (or later), and AI valuations of OpenAI, Anthropic, and Mistral AI continue to grow. ^ Please note: This is a testimonial in partnership with Robinhood. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(0:30) IPO Week(1:06) Klarna IPO(1:26) Gemini IPO(2:00) Figure IPO(2:54) Black Rock Coffee Bar IPO(3:23) Legence IPO(4:02) Via Transportation IPO(4:37) Too Many IPOs?(5:11) Retail IPO Access(6:24) IPO Calendar Week of Sept 8th(9:13) IPO Friday(10:57) Best Retail IPO Brokers(12:02) Broker IPO Access September(12:58) Public IPO Access(14:09) Investing Strategy(17:10) IPO Radar News(17:32) Aptera Motors IPO Direct Listing(20:23) VAST Data IPO Potential(23:14) AI Valuations Growing(23:24) OpenAI Valuation(23:56) Anthropic Valuation(25:22) Mistral AI Valuation(25:44) VC IPO Liquidation(26:22) Retail IPO Caution(27:26) Upcoming(28:26) Outro
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#25: Netskope IPO Preview: Worth an Investment? Plus September IPOs Ramping Up, Including Klarna and StubHub
Access Upcoming IPOs at Robinhood (affiliate^)Subscribe to the Access IPOs Newsletter (Free)Join the Access ClubFor IPO investing strategies, trade alerts, and community access.Craig previews the Netskope IPO, a cybersecurity SaaS growing at 33%. The Netskope IPO date is expected toward the end of September. In IPO Radar News, we're watching up to five September IPOs. Klarna may be the first, and possible IPO terms have already leaked to the press. Plus, Canva, the design SaaS is conducting another tender offer, raising the company's valuation to $42 billion. It's time for an IPO. ^ Please note: This is a testimonial in partnership with Robinhood. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(0:31) Five September IPOs(1:06) Netskope IPO Ambitions(1:50) What is Netskope?(2:22) Gartner Magic Quadrant(3:01) Cybersecurity IPOs(3:50) How I Invest(4:31) IPO Underwriting(5:22) Netskope S-1 Filing(7:08) S-1 Highlights(9:40) Netskope Business Model(10:12) Profitability(10:46) IPO Venn Diagram(11:45) Netskope Valuation and Pricing(13:32) IPO Brokers(14:54) Netskope IPO Date and Timeline(16:56) Indicating Interest(18:00) IPO Radar News(18:23) Klarna IPO Scoop(19:41) Klarna Valuation(20:35) Klara Customer IPO Access(21:14) September IPO Dates(23:09) Canva(23:45) Canva Valuation(24:39) Canva Revenue(25:46) Canva IPO Potential(27:32) Outro(28:06) Access Club
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#24: Gemini IPO Preview - Should You Invest? Plus, Will Databricks Ever IPO? Ep. #24
Subscribe to the Access IPOs Newsletter (Free)Join the Access ClubFor IPO investing strategies, trade alerts, and community access.The Gemini IPO is up next. Craig shares S-1 highlights, his investing strategy, and some potential Gemini IPO dates. In IPO radar news, the Databricks IPO is likely delayed further as the company raises a Series K at a $100 billion valuation. (0:00) Intro(0:23) Winklevoss Ambitions(1:07) Gemini IPO Timing(1:59) Gemini S-1 SEC Highlights(6:06) Winklevoss Letter(8:36) Red Flag: Negative Revenue Growth(10:04) IPO Venn Diagram(11:12) Gemini Directed Share Program(12:15) Customer IPO Access(13:25) Gemini Robinhood and SoFi(15:05) What's Next?(17:46) Gemini IPO Date(19:00) IPO Investing Strategy(22:41) IPO Pricing(23:27) IPO Radar News(23:56) Databricks $100 Billion Valuation(24:34) Venture Capital Fund Access(24:53) Why Did Databricks Raise?(26:45) Databricks IPO CEO Statements(27:50) Databricks Funding Rounds(29:04) August News Slowdown(30:22) Support the Show(31:45) Outro
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#23: Exploding IPOs! Figma and Bullish Soar, Retail Investors Profit, + Klarna and StubHub IPO Revivals
Subscribe to the Access IPOs Newsletter (Free)Join the Access Club - For IPO investing strategies, deal alerts, and community accessBest Brokers for IPO InvestingEpisode #23: Craig recaps the explosive Figma and Bullish IPOs and shares his IPO allocations in each deal. In IPO Radar news. Klarna and StubHub are reviving their IPO ambitions in September. CEO Tom Farley Interview with CNBC(0:00) Intro(0:43) Exploding IPOs(1:00) Retail IPO Access(1:29) Flipping Frustrated(2:15) My Recent Vacation(3:58) Figma in Scotland(4:29) Starved Investors(5:27) Figma IPO Recap(7:03) Figma IPO Broker Allocations(9:15) Flipping Policies(11:00) Bullish IPO Recap(12:00) CEO Tom Farley on CNBC(12:44) Bullish IPO Broker Allocations(14:20) ETRADE Denied(14:53) My Bullish Allocations(16:43) No SoFi(17:26) 20% Retail Standard(17:58) Unhealthy IPOs(19:00) IPO Radar News(19:34) Ubiquitous Tech News(20:48) Klarna IPO Revival(23:35) StubHub IPO Revival(25:45) Time to Shine(26:45) Cerebras IPO Postponed(27:30) IPO PipelineThis video is for informational and entertainment purposes only. Mentions are not a recommendation to buy or sell any pre-IPO or public company. Invest in IPOs and private companies at your own risk.
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#22: Eight IPO Investing Tips: Learn How to Invest in and Profit from High-Demand IPOs
Subscribe to the Access IPOs Newsletter (Free)Join the Access Club For IPO investing strategies, deal alerts, and community accessCraig provides 8 tips for investing in IPOs after 10+ years of participating in deals like the LendingClub IPO, Circle IPO, ARM IPO, Instacart IPO, and Robinhood IPO. Learn how to invest in a profit from high-demand IPOs.(0:00) Intro(0:40) IPO Arbitrage(1:38) Circle IPO Profit(1:55) Access, Not Trading(2:42) Ordinary Investors(2:53) #1 Monitor the Pipeline(4:21) Upcoming IPOs Resource(5:04) #2 Invest Pre-IPO(7:14) #3 Multiple Brokerage Accounts(10:27) #4 Cash Ready to Deploy(11:59) #5 Request More Shares(15:31) #6 Mind the Flipping Policy(17:53) #7 Be a Customer(21:22) #8 No Access, No Investment(24:28) Outro
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#21: Will Stripe IPO? Why Does Stripe Stay Private? How to Invest in Stripe Pre-IPO.
Subscribe to the Access IPOs Newsletter (Free)Join the Access ClubEpisode #21: When is the Stripe IPO date? Unfortunately for retail investors, it's nowhere in sight.In this episode, Craig talks about previous (2022) Stripe IPO ambitions and the potential for a future IPO. Plus, five reasons why Stripe is staying private. and how to invest in Stripe stock pre-IPO. Link: Collison Brothers on the All-In Podcast(0:00) Intro(0:50) Why Go Public?(1:48) Video Overview(2:36) Early Timeline(4:17) 2022 Stripe IPO Ambitions(7:04) IPO Window Closed(7:23) Inflection Point(8:23) Tender Offers Begin(9:47) SpaceX Tender Offers(10:10) More Tenders(12:01) Cap Table Cleaning(12:22) What's a Cap Table?(12:49) SEC Ownership Rules(14:06) Stripe Founders All-In Podcast(14:24) 5 Reasons Stripe Stays Private(16:59) Stripe IPO Optimism(19:22) How to Invest In Stripe Pre-IPO(19:41) Secondary Platforms (Accredited)(21:06) Non-Accredited Investors(21:16) Fundrise Innovation Fund(23:18) Tokenization(24:41) More IPOs!(26:01) OutroStripe IPO, Stripe stock, how to invest in Stripe, Stripe IPO date.
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#20: What Will be the First Trillion-Dollar Private Company? My Top 5 Potential Teracorn List.
Subscribe to the Access IPOs Newsletter (Free)Join the Access Club for IPO strategies, deal alerts, and community access.What private company will be the first to reach a trillion-dollar valuation? Craig names his top five potential "Teracorns". In IPO Radar news, AI talent competition is a sign of frothiness. Plus, Cerebras is diversifying its customer base to reduce concentration risk. (0:00) Intro(0:30) First Trillion-Dollar Startup?(1:24) The Teracorn (1:59) Trillion-Dollar Public Companies(2:49) Why Now?(4:02) AI Hype Cycle(4:34) A Trillion if Public(5:40) Top 5 Potential Teracorns(6:33) #1 OpenAI(9:18) #2 ByteDance (TikTok)(12:02) #3 xAI(14:48) #4 Anthropic(17:26) #5 SpaceX(19:55) IPO Radar News(20:19) AI Talent Competition(23:49) Cerebras Partnerships(28:33) Outro
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#19: Pre-IPO Stock Tokenization at Republic and Robinhood - Is it Legit? Plus, SpaceX, Groq, Revolut, and Mistral AI.
Subscribe to the Access IPOs Newsletter (Free)Up Your Game at the Access ClubEpisode 19: Republic and Robinhood have launched pre-IPO stock tokens. Tokenized representations of SpaceX stock and OpenAI stock are now available for investment in the U.S. (Republic) and E.U. (Robinhood). But are startup stock tokens legit?In IPO Radar news euro-startups Revolut and Mistral AI are raising funds, Nvidia challenger Groq is growing, and SpaceX is raising money again, this time at a $400 billion valuation. Robinhood Memo^ Please note: This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.(0:00) Intro(0:40) Startup Tokenization (1:10) Tokenization Diagram(1:35) Thought Leaders(3:44) Caution(6:28) IPOs are Better(7:04) Republic Mirror Tokens(11:36) Accreditation(13:22) The Right Product?(14:56) Robinhood Stock Tokens(16:10) Robinhood Tokenization Memo(17:51) Tokenized Public Stocks(18:22) Retail Advocacy(19:16) U.S. Regulatory Change(21:07) IPO Radar News(21:42) Revolut Raising $1 Billion(22:49) Mistral AI Raising $1 Billion(25:20) Groq Raising Funds(27:40) SpaceX $400 Billion Valuation(30:18) How to Invest in SpaceX Stock(31:33) Stripe Preview(31:06) Outro
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#18: Figma IPO Preview - Should You Invest? Plus, Climeworks Raises, Anthropic Revenue, and Perplexity + Apple
Episode #18: The Figma IPO is around the corner. Craig previews the deal, looks at IPO filing highlights, and outlines his investment strategy.In IPO Radar news, Climeworks raises new funds, Anthropic's revenue is surging, and Perplexity fends off Mag 7 suiters. Join the Access ClubSubscribe to the Access IPOs Newsletter (Free)(0:00) Intro(0:23) Figma IPO(2:28) Figma S-1 Highlights(10:20) Figma What's Next?(12:24) Figma Robinhood(12:42) IPO Brokers(13:16) MY Figma Strategy(13:48) IPO Investing Tips(16:14) IPO Risk(16:47) IPO Radar News(17:13) Climeworks Raises $162 Million(20:03) Anthropic Accelerated Revenue Growth(23:30) Perplexity and Apple (Meta)(27:04) Mag 7 Strong Arming(29:31) Outro
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#17: Upcoming IPOs for the Second Half of 2025: StubHub IPO, Klarna IPO, Gemini IPO, Discord IPO, Anduril IPO Speculation
Join the Access ClubSubscribe to the Access IPOs Newsletter (Free)Upcoming IPOs ListCraig provides his semi-annual upcoming IPOs update, including the top 10 most likely companies to IPO. He also discusses some IPO crickets - companies that indicated their interest in an IPO, but we haven't heard from in a while. Episode #17 also previews a handful of 2026 IPO candidates in the pipeline. (0:00) Intro(0:23) Upcoming IPOs 2025(0:38) Completed IPOs(1:08) Newsletter(1:24) #1 StubHub IPO(4:25) #2 Klarna IPO(6:30) #3 Gemini IPO(8:20) #4 Figma IPO(10:50) #5 Navan IPO(11:57) #6 Cerebras IPO(13:14) #7 Netskope IPO(14:55) #8 Medline IPO(16:29) #9 Genesys IPO(17:50) #10 Discord IPO(19:59) AccessIPOs Upcoming Page(20:15) IPO Crickets(20:41) Clario(21:15) Airtable(22:20) 1Password(22:59) Quantinuum(23:55) Cross River Bank(25:05) Neo4J(26:24) 2026 IPO Pipeline(26:51) Kraken IPO(27:15) Fervo Energy IPO(28:20) Deel IPO(28:59) Lime IPO(29:47) Anduril IPO Speculation(31:43) Outro
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#16: Circle Stock: Sell or Hold after the IPO? Ramp Raise + Better Investment - xAI or Anysphere?
Episode #16: Craig can't ignore the incredible debuts of Circle and CoreWeave. Circle is up more than 600% in just two week. Craig outlines his next steps having invested at the IPO price of $31 per share. In IPO radar news, TerraPower and Ramp raise new funds. Gusto disappoints retail investors with a tender offer. And would you rather invest in Anysphere Cursor at an $18 billion valuation or xAI at a $120 billion valuation.Join the Access ClubSubscribe to the Access IPOs Weekly Newsletter (Free)0:00 Intro0:24 Circle Stock0:44 Fidelity IPO Flipping Policy1:13 Selling Circle Shares1:30 Buy Circle Stock?1:37 Why is Circle Stock Rising?2:32 Funny Money4:03 CoreWeave Stock4:18 Investor IPO Appetite5:58 AI and Crypto7:19 IPO Radar News8:44 Ramp Raises $16 Billion Valuation11:07 Ramp IPO Potential12:02 Ramp Pre-IPO Access12:28 Gusto Tender Offer13:50 Gusto IPO Potential14:06 Rippling and Deel15:22 TerraPower Raises $650 Million18:20 TerraPower IPO Potential18:33 Tale of Two AIs19:46 Anysphere Cursor21:33 xAI News Firehose22:09 xAI Burning $1 Billion/Month22:26 xAI Debt Raise22:53 xAI Equity Raise23:35 Bet on Elon?27:13 OutroCRCL stock, CRWV stock
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#15: Breakdown of CNBC's Disruptor 50 List 2025: Trends, Highlights, and Surprises; + Meta and Scale AI.
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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ABOUT THIS SHOW
The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.
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