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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?
