What I Read This Week…
Wall Street expects more companies to go public in 2025, Nvidia is expanding beyond AI chips into robotics, and Constellation Energy won a $1 billion contract to supply nuclear power to the government
Watch All-In E209 Read our Deep Dive: A Primer on Cryptocurrencies Caught My Eye… Investment bankers and private equity investors expect more companies to go public in 2025 as private equity firms look to sell their holdings in a strong stock market. The IPO market raised $32 billion in 2024, which was 60% more than 2023, and most large IPOs performed well after listing. Private equity-owned companies like Medline and Genesys have filed IPO paperwork, while venture-backed firms like Klarna and Chime (valued around $15-20 billion) plan to go public. This IPO cycle could be different from…
related reading
- 2022 Annual Letter - Chamath Palihapitiyachamath.substack.com
- Nvidia Envy: understanding the GPU gold rushblog.johnluttig.com
- NVIDIA Isn't Enron - So What Is It?wheresyoured.at
- What I Read This Week…chamath.substack.com
- Power in the Age of Intelligencenotboring.co
- Big Ideas in Tech for 2024 | Andreessen Horowitza16z.com
- Cerebras Systems Pulls Plug On Its IPO Days After Big Fundraisenews.crunchbase.com
- Andrew Feldman: Cerebrasdigidai.github.io
- Techmemetechmeme.com
- TechCrunch | Startup and Technology Newstechcrunch.com
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- The_Final_Offshoring.pdffinaloffshoring.com