Free: The Sunday Newsletter
Access Club on Patreon: 7-Day Free TrialSponsor: VCX — The public ticker for private tech. Visit getvcx.com for more infoOura 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 to broader market conditions, such as bond yields and oil prices.
Anthropic IS the IPO market, and they can do whatever they want. But the health of both the public and private markets hinges on it going public.
In IPO Radar news, neocloud Lambda is raising funds at a $14.5 billion valuation and told investors it is planning a 2027 IPO.
OpenAI is raising ONLY $30 billion this round.
And Jeff Bezos declared his intent to land Blue Origin rockets on the moon and pursue an IPO "several years" from now.
(0:00) Intro
(0:36) OURA IPO Postponed
(1:34) IPO Uncertainty?
(2:15) Notable IPO Delays
(4:00) Sponsored Message
(5:15) Why Oura Postponed
(7:13) Priced too High
(8:45) SpaceX IPO vs. Oura
(10:00) Anthropic IPO: Delayed?
(11:12) Anthropic IPO Date
(12:46) Anthropic S-1 Filing Date
(13:54) Anthropic Q3 2026 Financials
(14:24) Leaked 2025 Financials
(15:06) The Anthropic Opportunity
(15:35) IPO Radar and Free Resources
(17:16) Lambda Valuation
(18:04) Nscale IPO Update
(18:30) Lambda IPO Plans
(20:16) OpenAI $30 Billion Raise
(21:38) Bezos: Blue Origin IPO
(25:05) Join, Subscribe, Links
Disclosures: At the time of recording, the host is long VCX 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. The host is also long RVI, which owns stakes in Oura and OpenAI. VCX holds Anthropic and OpenAI. 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. The host may invest in upcoming IPOs mentioned in the show. His participation is not a recommendation or personalized financial advice.
