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22 results for “ipo”
Event42 mentions across episodes
IPO
Concept18 mentions across episodes
IPO
Topic11 mentions across episodes
IPO
...markets en masse? Klaviyo, ARM, and Instacart were not enough to crack open the IPO markets. They didn't give great confidence that the IPO markets will come back in a strong and confident way. The buy book on their offerings was very distributed, sh
18:59 / 21:19
from transcript18:59 – 21:19
“This service business could IPO by itself - but needs $4B valuation”
there on how I thought of that straight away when we think about net additive versus replacing things. Is this eating Zendesk's lunch? Is this adding new users that never had customer support before?
44:17 / 44:55
market insight44:17 – 44:55
...IPO. Was a mega IPO. At the time, and there was so much hype about it and then, like, technical difficulties and so many people eager to get in on that one. It's so many funny people called that a flop, I guess, because the technical difficulties and
2:45 / 4:31
from transcript2:45 – 4:31
...gonna IPO when they're already gigantic. So, like, people point out that in earlier eras, they might have IPOed when they're, like, billion dollar companies, and now they're, like, octacorns or whatever. And then you have other companies that are als
2:09 / 3:33
from transcript2:09 – 3:33
...IPO, because you have this, quiet period, we couldn't really respond. And I felt as often it happens with these IPOs that, you know, people just keep on on this negative, vicious cycle of negative press. And so it was really painful to deal with that
40:20 / 41:38
from transcript40:20 – 41:38
...backlog that we have? I'm not sure if continuation funds are a permanent or a cyclical feature. Right now, the IPO markets have not been open. We have not gotten a lot of liquidity. I don't know what it looks like when the IPO markets do reopen. And
23:26 / 25:08
from transcript23:26 – 25:08
...IPO as a thing persists. Do you have a theory for why like, why is it that, like, the IPO model where the big bank the big legacy banks, they get their allocation and their best clients get this big bump, etcetera, and the company leaves money on the
53:07 / 54:19
from transcript53:07 – 54:19
...IPOs with these case studies of bluntly the extension of private markets favoring founders in in very effective ways? I think we don't know, Harry. I think that, look, I I first of all, IPOs are are tough to pull off no matter what it looks like in t
49:29 / 50:43
from transcript49:29 – 50:43
...IPO, which is just as as important as getting there. Here's, again, what we'll be walking you through today. We'll start with section two, which are the qualitative factors to go public.
3:01 / 4:04
from transcript3:01 – 4:04
...IPO window though really isn't all that open. And what I mean is, I think Navaan had 700,000,000 in debt and only 200,000,000 in cash. It had the IPO to pay off its debt. Maybe it would have figured out another way, but this was already a down round.
59:03 / 1:00:15
from transcript59:03 – 1:00:15
...IPO. Here we have the average I've years to IPO hovering around that ten year mark over this fifteen year period. Now the road to IPO may seem quite long, but it's a process that allows companies to mature and build scale so that they're successful m
5:59 / 7:05
from transcript5:59 – 7:05
...IPO. Eventually, they will want the capital, I think. And I don't think Databricks and Anthropic are hiding from an IPO. I don't think they're doing a Stripe. I think they've been very clear. They're on a path to an IPO. We just don't know when Datab
6:40 / 7:46
from transcript6:40 – 7:46
And in the Whoop app, they have labs, so they're going to be adding that product. And this is the start of, you know, user, led health care. And I don't really engage with doctors like I used to for health care because I feel like they're behind the
8:14 / 9:25
from transcript8:14 – 9:25
trapulate to give you your VO two, which is important, resting heart rate, and then it makes a calculation for your, biological age versus your chronological age, I guess. And all of that has me a bit addicted to it, and it lasts the battery lasts fo
7:31 / 8:30
from transcript7:31 – 8:30
All these other messages just sort of set it back, and, I think I'm I'm super hopeful about the region. Okay. Let's do science corner. You know? Oh, by the way, I was I was just checking x here, and it looks like there is a, announcement on what the
1:12:41 / 1:13:47
from transcript1:12:41 – 1:13:47
...58 Apple iPod 2,001. Give us a couple of the other ones we're seeing here. This is the Braun t 1,000 radio. That's from 1967. And, obviously, on the right, the Power Mac g five, your your desk your tower. Yeah. The tower. And look at that. He's got t
12:00 / 13:07
from transcript12:00 – 13:07
...energy that we had that kinda culminated in Figma, but but there were others. A lot of them are still up, and some of them like CoreWeave that are AI related are still strong, but they're all down from their peak, and IPOs are ending the year, unfort
8:09 / 9:27
from transcript8:09 – 9:27
...Was a mega IPO. At the time, and there was so much hype about it and then, like, technical difficulties and so many people eager to get in on that one. It's so many funny people called that a flop, I guess, because the technical difficulties and it d
2:24 / 3:29
from transcript2:24 – 3:29
...IPO markets en masse? Klaviyo, ARM, and Instacart were not enough to crack open the IPO markets. They didn't give great confidence that the IPO markets will come back in a strong and confident way. The buy book on their offerings was very distributed
18:15 / 20:41
from transcript18:15 – 20:41
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