#080: “Uncertainty” in the IPO Markets? (No)
Oura postponed its IPO indefinitely for dubious reasons, according to Craig. Will Anthropic delay its IPO due to an “uncertain IPO market”? No. If Anthropic delays, it will be due…
Podcast
#079: Pre-IPO Liquidity with Augment CEO Noel Moldvai
Craig is joined by Noel Moldvai, Co-Founder and CEO of Augment, a pre-IPO investing platform for accredited investors. Augment empowers retail investors to buy and sell SPV shares of private…
#078: Nscale IPO Preview
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,…
#077: Anthropic Countdown
Will the Anthropic IPO be delayed again? Craig doesn’t think so. The Anthropic IPO is still on track for the end of October. By disclosing the potential catastrophic risks, Anthropic…
#076: Radar Rapid Fire!
New show format (one week only): IPO Radar Rapid Fire! Eight startups, 60 seconds each. Start the timer! Oura, Anthropic, Kraken, Carbon Robotics, Cognition, ElevenLabs, Ramp, and Mistral AI. Disclosures:…
#075: OURA IPO Preview
Sponsor: VCX — The public ticker for private tech. Visit getvcx.com for more info. The Oura IPO filing was released on Thursday Sept 30th. Craig walks through S-1 highlights of…
#074: The Fall 2026 IPO Pipeline
The Fall 2026 IPO pipeline is thin compared to last year. Just three notable deals are expected soon as this show goes live: The Oura Health IPO, Nscale IPO, and…
#073: How to Invest in the Anthropic IPO
The Anthropic IPO is coming soon. Craig breaks down the deal enthusiasm and IPO risks for retail investors. He looks at the current S-1 filing status and what to expect…
#072: RVII IPO Preview
The Robinhood Ventures Fund II (RVII IPO) is Thursday, August 13th. Craig walks through the underlying investment strategy and fee structure to help investors determine their IPO share request or…
#071: The $100 Billion Club
Three private companies recently passed the $100 billion valuation (“hectocorns”) threshold. Is it possible (or smart) to invest in Anduril, Revolut, and Blue Origin with so much growth already in…
#070: Boxabl Unboxed
Boxabl completed its SPAC merger at a $3.5 billion valuation. Unfortunately, the market has not supported that valuation, while 50,000 pre-IPO investors are locked up for 14 months. Plus, an…
#069: SpaceX Underwater
SpaceX stock has fallen below its IPO price of $135. Now that it’s underwater, what does that mean for IPO investors and long-term shareholders? Craig looks at recent IPOs for…