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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
