Access IPOs Podcast

Access IPOs

The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.

  1. 2d ago

    #74: Fall 2026 IPO Pipeline = Anthropic IPO + OURA Health + Nscale (Neocloud) COMING SOON Prepare NOW

    Join the Pre-IPO Investing Course Waitlist^ Access Club: 7-Day Free Trial Prepare for Anthropic and OpenAI with us. IPO Broker Webull: Claim 12 FREE STOCKS worth up to $3,600 with Webull (sponsored) Episode #74: 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 Anthropic IPO. The Anthropic IPO filing is now expected to arrive after the Labor Day, but the others could arrive as soon as next week. Updates on all three. In IPO Radar news, Hugging Face was acquired by NVIDIA (but announced a new robo-duck), the Shein IPO story is coming to an end, and Lambda is raising new funds before its anticipated 2027 IPO. Disclosures: At the time of recording, the host is long SPCX, and Anthropic and Oura Health indirectly via VCX, RVI, and ARKVX. 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. This content should not be considered personalized financial advice. 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. ^There's no obligation to buy. You'll simply be alerted to a special one-time "best-ever" "mega-deal!" upon the course launch. You'll also be subscribed to the Access IPOs Sunday Newsletter, the best newsletter out there (biased). Unsubscribe any time. (0:00) Intro (0:20) Fall IPO Pipeline (1:57) Oura Health IPO (4:20) Oura Health Funding Rounds (4:44) Oura Sales Metrics (5:31) Nscale IPO Update (7:19) Nscale Valuation (8:00) Nscale Anthropic Deal (9:35) Anthropic IPO Date (10:49) Anthropic IPO Valuation (11:56) Buy Anthropic IPO? (13:00) Anthropic $30 Trillion TAM (14:25) IPO Radar News (15:20) NVIDIA Acquires Hugging Face (16:21) Hugging Face Microduck (17:04) Hugging Face Funding Rounds (17:54) Shein IPO Update (20:08) Lambda Funding Round (21:42) Neocloud IPOs (22:43) I Ask For Help and Promote Things

  2. Aug 22

    #73: How to Invest in the Anthropic IPO (3 Ways to Prepare Now!)

    Join the Waitlist^ - Pre-IPO Investing Course Access Club: 7-Day Free Trial Prepare for Anthropic and OpenAI with us. Episode 73: 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 in the coming weeks. Plus, Anthropic's "run rate" explained. Craig compares this deal to the SpaceX IPO, and shares three ways investors can prepare to invest today. In IPO Radar news, Crusoe is the latest neocloud to move toward an IPO. Disclosures: At the time of recording, the host is long SPCX, and Anthropic indirectly via VCX and ARKVX. 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. ^There's no obligation to buy. You'll simply be alerted to a special one-time deal upon the course launch. You'll also be subscribed to the Access IPOs Sunday Newsletter. Unsubscribe any time. (0:00) Intro (1:03) Anthropic IPO Optimism (2:19) Anthropic IPO Risks (4:54) Why IPO Now? (5:53) Prepare to Invest (6:58) Anthropic IPO Research (7:48) Anthropic Chat Group (8:08) Latest Developments (8:52) Anthropic IPO Filing Process (11:19) Anthropic's Run Rate (12:14) Anthropic ARR Chart (12:42) Anthropic IPO Valuation (FT) (15:35) Retail IPO Access (16:52) Pre-IPO Investing Course (18:26) How to Invest in the Anthropic IPO (20:08) #1 Free Up Cash (21:01) #2 Open Accounts with IPO Access (21:28) Best IPO Brokers List (22:59) #3 Fund your Account (23:14) Cleared Funds Graphic (24:30) Best Practices (25:17) Don't Chase Hot IPOs (26:03) Broker IPO Allocation Distribution (26:55) Crusoe IPO (27:18) Neoclouds (28:53) Connectivity

  3. Aug 8

    #72: Robinhood Ventures Fund II (RVII) IPO - Are the High Fees Worth it?

    Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Use Access Club Coupon Code "UP2026" to Save Episode 72: The Robinhood Ventures Fund 2 - RVII IPO - is Thursday, August 13th. Craig walks through the investment strategy and fees structure to help investors determine their IPO share request or pass. The RVII fees are substantial, but a common necessity for venture capital investing. RVII gives retail investors access to Y Combinator startup ecosystem, and area of investment previously reserved for accredited investors. Plus, USVC is now available to invest in via SoFi (for an additional fee). In IPO Radar news, recent IPO Bending Spoons has agreed to acquire long-term IPO radar startup Airtable. The deal highlights the inevitable negative outcome from inflated VC investing that occurred in 2020 and 2021. Also, a recent report revealed that U.K.-based neocloud Nscale has selected banks for an IPO that could arrive this Fall. (0:00) Intro (0:31) Robinhood Ventures Fund 2 (RVII) (1:28) Y Combinator Startups (2:16) RVII IPO (2:59) RVII Attributes (3:26) Y Combinator Stats (3:53) Cast a Wide Net (4:49) Rebel Funds Jared Heyman (5:24) Explore Y Combinator (6:03) SAFE Vehicle (6:58) RVII Fees (9:20) Unicorn in the Rough (10:02) Long-term Outlook (10:59) RVII Holdings (11:31) High Risk/Return (12:50) Read the Prospectus (13:35) Disclosures (14:03) USVC on SoFi (15:07) USVC Holdings (15:27) USVC Fees (15:58) Non-Accredited VC Funds (16:32) IPO Radar News (16:45) Bending Spoons Acquires Airtable (17:01) BSP IPO, LIME IPO (18:18) Airtable Funding Rounds (19:08) SaaS Pain (20:08) Hyperagent Spinoff (20:58) Airtable Exit (21:16) Miro Exit Potential (21:44) Nscale IPO Potential 2026 (22:54) Neoclouds (24:02) Nscale to IPO (25:40) AI Investment (Bull-Bear) (28:14) Programming Note (28:52) Access Club Coupon Code Disclosures: At the time of recording, the host is long VCX restricted shares and the Fundrise internet public offering (iPO), RVI, and ARKVX. He may initiate a position in RVII in the future. Access IPOs is an affiliate partner with Fundrise and Robinhood, and VCX is a paid sponsor of the Access IPOs podcast. 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, and consider speaking to a qualified financial advisor about your financial situation before investing.

  4. Aug 1

    #71: The $100 Billion Club - Anduril, Blue Origin, and Revolut Valuations Soar

    Three private companies recently passed the $100 billion valuation threshold. Is it possible (or smart) to invest in Anduril, Revolut, and Blue Origin with so much growth already in the past? Jersey Mike's IPO disappointed retail investors who participated. Investors blame lack of share scarcity and private equity. Fundrise surprised VCX investors by accelerating the post-listing lockup expiration date to August 14th. What else is new with the public venture funds (RVI, DXYZ, ARKVX, USVC), and how are they performing against their net asset values (NAV)? In IPO Radar news, the Boring Company fundraises, Nvidia invests in Safe Superintelligence (SSI), and Whatnot looks to double its valuation. Free Newsletter and Download Access Club: 7-Day Free Trial Disclosures: At the time of recording, the host is long VCX restricted shares and the Fundrise internet public offering (iPO). Access IPOs is an affiliate partner with Fundrise, and VCX is a paid sponsor of the Access IPOs podcast. At the time of recording, the host is also long RVI, ARKVX, and SPCX. 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. (0:00) Intro (0:32) JKME IPO (2:55) $100 Billion Club (3:28) Revolut Valuation (4:33) Revolut Tender Offer (4:55) Revolut IPO Timing (5:40) Blue Origin Valuation (7:29) Anduril $100 Billion Round (8:39) Anduril Valuation (Pushback) (11:52) Anduril IPO Prospects (12:26) Other Club Members (13:10) Opportunities to Invest (14:25) VCX Lockup Expiration Date (15:59) VCX Computershare Transfer (18:24) VCX vs. DXYZ NAV Charts (19:28) VC NAV (Net Asset Value) (19:53) Robinhood RVI NAV (20:34) Long-Term Investments (20:57) NAV Conundrum (22:03) IPO Radar (22:13) Boring Company Valuation (24:07) Convergence Premium (25:35) Opportunities to Invest (26:03) NVDA + Safe Superintelligence (26:51) SSI Valuation (28:23) No Product or Revenue Planned (29:11) Whatnot Funding Round (31:30) Outro

  5. Jul 25

    #70: The Boxabl DISASTER. Plus, Jersey Mke's IPO, Stripe, Colossal, and ATOMS.

    Episode 70: Boxabl completed its SPAC merger at a $3.5 billion valuation. Unfortunately, the market won't support that valuation, while 50,000 pre-IPO investors are locked up for 14 months. Plus, an update on the Jersey Mike's IPO and widespread retail access. Which way will it trade? In IPO Radar news, Stripe's revenue and free cash flow revealed, and it's on the hunt. Colossal Bio seeks a colossal valuation, and Travis Kalanick's ATOMS raised $1.7 billion. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:29) Dry IPO Pipeline (1:55) Boxabl SPAC Merger (3:23) Equity Crowdfunding (5:19) Boxabl Valuation (6:16) BXBL Lockup (8:52) Aptera Stock (9:10) Early Rounds (9:51) Disappointment (10:46) Crowdfunding Gut Check (12:10) Jersey Mike's IPO Update (13:25) JMKE IPO Access (14:06) Institutional Demand? (14:58) MDLN IPO Win (15:20) GEMI IPO Loss (16:03) How Will it Trade? (17:50) IPO Radar News (18:24) Stripe PayPal (20:51) Stripe OpenRouter (21:28) Colossal Biosciences Valuation (24:55) ATOMS $1.7 Billion Fundraise (27:54) What Does ATOMS Do? (29:38) Stay in Touch Disclosures: At the time of recording - The host has no investment stake in BXBL. He may participate in the Jersey Mike's IPO, but does not own a pre-IPO stake. He owns an indirect equity stakes in Stripe and Anthropic through RVI and VCX. 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.

  6. Jul 18

    #69: SpaceX Underwater - How Much Further Can it Fall?

    Episode 69: 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? Can it fall further? Craig looks at recent IPOs for examples of companies that did not revisit their IPO prices, and companies that crossed below their IPO but became long-term winners. In IPO Radar news, DeepSeek and Shein seek IPOs in China and Hong Kong. And Helsing, a European defense tech and drone manufacturer, raised a $1.8 billion Series E funding round at a $18 billion valuation. Sponsor: VCX --- The public ticker for private tech. Visit GetVCX.com for more info. Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Time to prepare for Anthropic and OpenAI. Join us. (0:00) Intro (0:24) SPCX Underwater (1:38) CBRS Underwater (2:11) Why Invest in IPOs? (3:30) Sponsor: VCX (4:46) SpaceX Stock (5:51) Cerebras Stock (6:13) 2026 IPO Performance Graphic (6:57) Selling IPO Shares (8:28) Why I Sold Shares (10:33) 2025 IPO Performance Graphic (12:44) Reddit IPO Performance (12:59) Cava IPO Performance (13:14) Facebook IPO Performance (13:54) Taking Profits (14:58) Risks of Waiting (15:40) Unprecedented Territory (17:02) Anthropic IPO is Next (17:46) IPO Radar News (18:10) DeepSeek IPO (20:53) Shein IPO (23:01) Helsing Series E (24:38) Defense Tech Startup Investing (26:20) Connect and Support Disclosures: At the time of recording - Craig is long VCX restricted shares and the Fundrise internet public offering (iPO). Access IPOs is an affiliate partner with Fundrise, and VCX is a paid sponsor of the Access IPOs podcast. Craig is long SPCX, CBRS, META, CAVA, and CRCL. 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.

  7. Jul 4

    #67: How to Invest in Defense Tech Pre-IPO

    Craig welcomes Edoardo Zarghetta of IPO Club, a venture capital investing platform for accredited investors. Edoardo shares his knowledge about defense tech investing pre-IPO, what metrics and KPIs to consider and various technologies and startups in the space, aside from Anduril and Shield AI. Learn More about IPO Club Access IPOs Free Newsletter and Download ("The IPO Process" One-Pager) Access Club: 7-Day Free Trial Don't invest alone. Time to prepare for Anthropic and OpenAI. (see timestamp 5:33 for a coupon code to save) Disclosures: At the time of recording, Craig is long SpaceX stock and private company shares via VCX restricted shares (Anduril), RVI, and the ARK Venture Fund. Access IPOs was not paid to make this video. It is not sponsored. All opinions are my own. 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. Edoardo Zarghetta is long, or may be long all companies mentioned through the IPO Club platform and America 2030 fund. (0:00) Intro (0:30) Defense Tech Investing (1:43) Welcome Edoardo (4:17) Defense Investing Thesis (6:20) Ukraine and Iran (7:20) Startups vs. Legacy Contractors (8:43) Soldier Augmentation (9:46) Missile Crisis (12:05) Cheap and Scalable (12:40) Allen Control Systems (14:15) Counter Drone (15:30) Electronic Warfare (17:25) AI Defense SaaS (18:58) Sub-sea Layer (19:23) PicoGrid (19:57) Space (20:35) Defense Manufacturing (21:26) Hadrian (21:49) Firestorm Labs (22:17) Firehawk Aerospace (22:38) X-Bow (23:01) Realistic Exits (24:45) Shield AI (25:19) Defense M&A (27:31) Sourcing Deals (32:22) Valid Shares (35:35) Aggressive Return Targets (37:56) America 2030 (41:18) Learn More (42:53) Outro

Ratings & Reviews

5
out of 5
4 Ratings

About

The Access IPOs Podcast explores opportunities to invest in the world's most innovative and disruptive pre-IPO companies. We discuss upcoming IPOs, fast-growing venture capital-backed startups, and ways ordinary investors can participate in pre-IPO and IPO investing.

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