#007: The IPO Freeze, Tariff Volatility, Peak Private Valuations, and Colossal Biosciences
The IPO freeze is here. Craig unpacks the impact of tariff volatility on the IPO markets. It’s not good, at least for the time being.
He also explores the possibility that private valuations (OpenAI, Scale, and Figure AI) may have peaked. Plus, Colossal Biosciences and the de-extinction of the dire wolf.
Mentioned: Fundrise Innovation Fund
Note: There will be no new episode next week (04/19/2025) due to Spring Break. I’ll be back with a new episode on 04/26/2025.
0:00 Intro
0:50 The IPO Freeze
2:23 6 Paused IPOs
3:24 Cerebras IPO
3:58 IPO Thaw?
4:52 Volatility Index (VIX)
6:18 Maintaining S-1 Filings
8:10 IPO Pipeline
9:45 IPO Radar News
10:23 Peak Private Valuations
11:22 Figure AI WSJ
13:29 Scale AI Valuation
15:13 Colossal Biosciences
15:49 Dire Wolf
16:15 De-Extinction
16:47 Colossal Bio Funding Rounds
15:13 IPO Radar Selection
18:04 VC Investors
18:35 Colossal Bio Business Model
19:25 Dodo Bird
19:35 Can You Invest in Colossal?
20:50 Jurassic Tweet
21:10 Programming Note
21:26 Support the Show
24:04 Outro
