#078: Nscale IPO Preview
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Craig updates viewers on the upcoming Oura IPO. The company set terms this week and is planning a September 30th Oura IPO date.
Coinbase* will be a group selling member, offering IPO access to customers for the first time in its history.
Nscale filed for an IPO on September 18th and is targeting a $35 billion IPO valuation.
But is contracted revenue a reliable metric on which to base the IPO valuation? Craig walks through the S-1 filing as we anticipate a mid-October Nscale IPO date.
In IPO Radar news, four AI inference startups are on FIRE: Baseten, Modal Labs, Fireworks AI, and Together AI.
- 0:00 Intro
- 0:54 OURA IPO Date and Terms
- 1:55 OURA Shareholders
- 3:17 OURA Valuation
- 4:29 Coinbase OURA IPO
- 5:19 Coinbase IPO Flipping Policy
- 5:48 Sign up/Disclosures
- 6:09 Best IPO Brokers
- 6:54 Fall IPO Pipeline
- 7:18 Nscale IPO Preview
- 12:34 Nscale Contracted Revenue
- 13:32 Nscale Financials
- 15:47 Concentration Risk
- 17:34 Big Questions
- 20:10 IPO Radar News
- 20:39 AI Inference Startups
- 21:10 Baseten Valuation
- 21:53 Modal Labs
- 22:57 Fireworks AI
- 24:30 Together AI
- 25:05 OpenRouter
- 26:07 What is AI Inference?
- 27:34 Still Here?
Disclosures: At the time of recording, the host is long Coinbase and Robinhood stocks. Access IPOs is an affiliate partner with Coinbase and will be compensated when a viewer uses a link to open an account and begins trading at no additional cost to them. ^Average award is $25. The host has indicated interest in the Oura IPO but does not plan to invest in the Nscale IPO. His investment strategy is subject to change. 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. The host may invest in upcoming IPOs mentioned in the show. His participation is not a recommendation or personalized financial advice.
Craig Stephens founded Access IPOs in 2016 to help ordinary investors explore IPO and pre-IPO opportunities. He also manages the Access Club, a membership community for IPO and startup investors. Craig studied Finance at Michigan State University and lives in Northern Virginia. Learn more about Craig.
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