What the top podcasts are saying about IPOs.
IPOs came up in 26 of 157 episodes (17%) in the four weeks to Nov 8, about the same share as in the earlier weeks (18%).
Share of episodes, four weeks at a time
The 26 episodes behind the newest bar
- Never Doubted, Back Up, Jobs Boom, Hedge Funds Explode, Cybertruck ScrappedTBPN · week ending Nov 8 · said it twice
- The Market Cries Out for Help, Neocloud FUD, Strauss Zelnick Fires Back at Take-Two Sland…TBPN · week ending Nov 8 · said it 10 times
- 🗽 Live from NYSETBPN · week ending Nov 8 · said it 9 times
- Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO…No Priors · week ending Nov 8 · said it 7 times
- Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, AltimeterLatent Space · week ending Nov 8 · said it 19 times
- Airbnb CEO Brian Chesky: “I Was a Great Founder and a Terrible CEO”How I Built This · week ending Nov 8 · said it 4 times
- Reading the Anthropic S-1, with Zvi MowshowitzComplex Systems · week ending Nov 8 · said it 4 times
- 2026 Election Night Livestream with the Besties!All-In Podcast · week ending Nov 8 · said it 3 times
- Inside WashU's Endowment Fund | SpaceX Made Up 20% of Out AUM | Scott Wilson20VC with Harry Stebbings · week ending Nov 8 · said it 5 times
- Google Loses $500B in 12 Hours | DoorDash Buys Instacart for $17B | Kalshi Raises $1B20VC with Harry Stebbings · week ending Nov 8 · said it 6 times
- Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute20VC with Harry Stebbings · week ending Nov 8 · said it twice
- $ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTVTBPN · week ending Nov 1 · said it 11 times
- How Anthropic ships the #1 LLM in the World — with Katelyn Lesse and Angela JiangLatent Space · week ending Nov 1 · said it 4 times
- FIGS: Trina Spear and Heather Hasson. The $2.5 Billion Scrubs Brand That Investors Said W…How I Built This · week ending Nov 1 · said it twice
- Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm PredictionsAll-In Podcast · week ending Nov 1 · said it 13 times
- Instinct Worth 30BN? | Microsoft Cuts 27,000 Jobs While Meta Taps Equity Markets for $95B…20VC with Harry Stebbings · week ending Nov 1 · said it 7 times
- 50 Gigawatts To The Face, 17% GDP Growth Please, Road to COD 4, Bing Gordon JoinsTBPN · week ending Oct 25 · said it twice
- Affirm: The Next American Express (Audio)Invest Like the Best · week ending Oct 25 · said it 3 times
- How Toto Wolff built the most valuable team in F1Cheeky Pint · week ending Oct 25 · said it 3 times
- The New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control20VC with Harry Stebbings · week ending Oct 25 · said it 15 times
- Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Samee…20VC with Harry Stebbings · week ending Oct 25 · said it 12 times
- SELL EVERYTHING (Including Your Dollars), PPI God Candle, Lee Jae Myung Says "We Must Liv…TBPN · week ending Oct 18 · said it 4 times
- Jeff Yan's Plan to Bring the Entire Financial Industry Onto HyperliquidOdd Lots · week ending Oct 18 · said it 3 times
- CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates DoomerAll-In Podcast · week ending Oct 18 · said it 11 times
- Valar Atomics Sues Day One Ventures | Meta's Back to the AI Frontier | NVIDIA's $30B Refl…20VC with Harry Stebbings · week ending Oct 18 · said it 3 times
- The Future of Inference Market & Model Routing: Commodity or Increasing in Value? | LangC…20VC with Harry Stebbings · week ending Oct 18 · said it twice
What the shows said about IPOs
Key takeaways from our write-ups that name it, newest first, no more than two from one show. Each links to the full write-up.
Au Bon Pain beat corporate giants like Sara Lee and Pepsi to an IPO led by Morgan Stanley in 1991.
Ron Shaich Turned Baguettes Into a Platform to Beat Pepsi · How I Built This · week ending Nov 15Anthropic kicked off its IPO road show targeting a $1.4 trillion valuation, selling 825 million shares at $70 to $78 each.
Anthropic Targets $1.4T by Bundling Enterprise SaaS · All-In Podcast · week ending Nov 15TASER executed an IPO in late 2000 during the dot-com collapse because investment bankers wanted a business with physical products and verified revenue.
Rick Smith Pivoted TASER to Cops to Escape $2M in Bank Debt · All-In Podcast · week ending Nov 15The morning after Airbnb priced its $100 billion IPO in December 2020, Brian Chesky woke up alone in sweatpants for routine Zoom calls, realizing extreme commercial success produced zero lasting personal happiness.
Brian Chesky on Why a $100B IPO Left Him Isolated · How I Built This · week ending Nov 8Tech exits and incoming AI IPO liquidity are hitting a starved supply side, pushing 92 percent of San Francisco homes to sell well over asking price this year.
Ryan Sirant on the Housing Lock-In and Mobility Crisis · TBPN · week ending Nov 8AppLovin's market capitalization collapsed by over 90 percent after its IPO, falling from roughly $28 billion to $3.8 billion during a broader tech market downturn.
How AppLovin Turned a 90% Crash Into Fifty Billion Dollars · Founders Podcast · week ending Nov 1Anthropic reportedly cut its target public valuation from $2 trillion to $1.5 trillion as percentage growth cools ahead of an IPO.
Why Foundation Model Revenue Is Not Real SaaS · 20VC with Harry Stebbings · week ending Oct 25Keith Rabois warns that an IPO misstep or gross margin disappointment from OpenAI or Anthropic would trigger an immediate, sharp reset for private venture valuations across the sector.
Keith Rabois: The Real Danger to AI Valuations · TBPN · week ending Sep 13Beverage companies face a "too big to be bought" trap: crossing $1 billion in revenue shrinks the buyer pool and risks forcing an IPO, which still leaves the company without a captive truck fleet.
Why Poppi Sold to Pepsi at $500M Revenue · My First Million · week ending Aug 30Venture Capitalists like David Frankel are seeing unprecedented liquidity in secondary markets, even for top-tier companies, due to fewer IPOs and a more developed financial ecosystem around VC.
VCs Sell Winning Stakes Early: Your Liquidity Playbook · 20VC with Harry Stebbings · week ending Aug 9
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“…winner of 2026. Your prediction. I said the IPO. I think 2026 is going to be a big year for IPOs. I'm not going to say…”
“…different business lines, and arrange things. This is sort of after the IPO, and I realized I have to be a very "serious" public company CEO. And so it almost killed the company, honestly.”
“…honest approach to it. A 25 time sales. I saw the SpaceX IPO headlines today, which implied I think 100 time sales.”
Cloudflare: Leading Cybersecurity [Business Breakdownes Ep 241]Cloudflare Final
“…of what happens next there and how it incredibly ends up with the IPO of Ferrari.”
Ferrari: What happens when you staple a luxury brand to a sports team? (Audio)
“When someone like OpenAI needs an investment of a $30 billion scale because it's still before their IPO, and we deeply believe in them and I deeply believe that they're going to be an… Well, they're an extraordinary company already today. They’re going to be an incredible company.”
“SpaceX's perspective is they couldn't do it before the IPO cuz you can't close that deal. It delays everything. It's…”
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Can…
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“…going on the nice list. uh the uh anthropic IPO the Financial Times Alphaville over there is questioning…”
Never Doubted, Back Up, Jobs Boom, Hedge Funds Explode, Cybertruck Scrapped
“…two trillion, in order for an individual investor at IPO to make that type of return, they'd have to get into the…”
Tokenization, Agentic Trading, Harmonic: Robinhood's Mission to Expand Ownership with CEO…
“Uh they've never seen an S1. They they've never been through an IPO process. is they don't know what a road…”
Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter
“Yeah, why? Well, first of all, the IPO was a weird experience because it was on Zoom, because it was the pandemic. And so there's no bell ringing, there was no like celebrating with your family, your friends, all the early people that helped you build a company. It was just a bunch of boxes on a…”
Airbnb CEO Brian Chesky: “I Was a Great Founder and a Terrible CEO”
“…probably go out there and increase the risk that the world is destroyed and lose their unique company culture. And this would be extremely bad. So to that end, Anthropic has a very weird structure that they made even weirder in advance of the IPO. They have the one class F share that belongs to…”
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| 20VC with Harry Stebbings | 8 | 26 |
| TBPN | 6 | 31 |
| All-In Podcast | 3 | 27 |
| Latent Space | 2 | 5 |
| How I Built This | 2 | 2 |
| No Priors | 1 | 3 |
| Cheeky Pint | 1 | 1 |
| Complex Systems | 1 | 1 |
| Invest Like the Best | 1 | 1 |
| Odd Lots | 1 | 1 |
| The Tim Ferriss Show | 0 | 5 |
| Acquired | 0 | 2 |
| My First Million | 0 | 2 |
| Founders Podcast | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “IPO” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip the lines around phrases like “brought to you by” and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the tech, business and science shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of March 30, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.