#035: Medline Preview + Retail VC Access
Medline has filed for an IPO and may complete its IPO by the end of 2025. Craig shares S-1 highlights.
As 2025 IPOs come to an end, Craig previews coming episodes about “access”. Though access to pre-IPO startups has improved, there’s a VC gap that skips the highest-growth phase of the startup lifecycle.
In IPO Radar news, Ripple raises $500 million at a $40 billion valuation. OpenAI’s IPO potential and government backstop flub make headlines, and Anthropic projects $70 billion in ARR.
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
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.
