#015: Breaking down CNBC’s Disruptor 50 List 2025
Craig breaks down the newly released 2025 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.
0:00 Intro
0:35 Recent IPOs
0:45 Voyager IPO
1:53 Chime IPO vs. Circle
2:26 Chime vs. SoFi Stock
3:43 CNBC Disruptor 50 List 2025
4:56 Radar Companies on the List
6:14 Seed List
6:56 CNBC Disruptor Themes
8:44 Notable Omissions
10:51 The Top 6
11:36 Ben Miller Tweet
11:48 Fundrise Innovation Fund
13:46 New Favorites
15:02 #1 Carbon Robotics
16:27 #2 Saronic Technologies
18:27 #3 GrubMarket
19:50 #4 VAST Data
22:00 Industrial Robotics
23:00 #5 Gecko Robotics
23:38 #6 Exotec
24:24 Runners Up
25:05 Less Exciting Startups
26:46 Anduril IPO Status
28:48 Anduril IPO Date
29:44 IPO Radar News
30:25 Meta Invests in Scale AI
30:57 Meta Hires Alexandr Wang
31:26 What is Scale AI?
33:21 Why Is Meta Buying Scale AI?
33:49 Disturbing Pattern
37:18 Future of Scale AI
38:28 Subscribe and Follow
39:11 Access Club
40:00 Outro
This podcast and video are 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.
