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Craig shares the frustration of retail investors who were largely left out of the biggest IPO this year. The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, and SoFi investors were ignored.

Why? A familiar retail foe.

Craig also explains why he thinks the Space IPO will be different.

In IPO Radar news, the Quantinuum IPO and Lime IPO are coming soon. Plus, Blue Origin in considering its first venture funding round as it looks to capitalize on the Space IPO and private space race.

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("The IPO Process" One-Pager)

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Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO.

Disclosures: At the time of publish, Craig was long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

Timestamps

(0:00) Intro

(0:29) Cerebras IPO Soars

(0:49) Retail Access Denied!

(1:58) Don't Chase Hot IPOs

(3:58) Morgan Stanley Led IPOs

(4:43) Retail IPO Access

(5:43) Community Data Points

(5:56) IPO Broker Access

(10:06) IPO Process is Broken

(11:19) Ed Ludlow Andrew Feldman

(11:55) SpaceX Should be Different

(12:15) Four SpaceX IPO Lead Underwriters

(12:51) $75-$100 Billion Raise

(13:19) SpaceX 30% IPO Shares to Retail

(14:06) SpaceX IPO Countdown

(15:25) IPO Radar News

(16:10) Quantinuum IPO Filing

(17:53) Lime IPO Filing

(20:34) Healthy Pipeline

(21:20) Blue Origin Venture Round?

(23:34) Emerging Space Economy

(24:47) Outside Investors

(25:35) Space Startups

(26:31) Curated Weekly News

(27:21) Join Us

Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO.

Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO.

Carl's Website

(0:00) Intro

(1:51) Welcome Carl

(3:38) How Did You Invest in SpaceX?

(6:42) SpaceX IPO Update

(7:25) Is the SpaceX IPO Overpriced?

(9:59) SpaceX IPO Unknowns

(13:50) What's Behind the Hype?

(14:19) Reusability

(17:25) TAM Expansion

(19:01) Ranchers and Cows

(20:01) Starship Current Status

(23:11) Starlink Growth Engine

(25:02) Starlink Direct to Cell

(27:47) Data Centers in Space

(33:04) AI Energy Supply

(37:16) Moon Mass Driver

(39:39) SpaceX Humans on Mars

(42:19) Tesla SpaceX Convergence

(45:11) SpaceXAI Colossus

(47:04) Terafab

(49:49) Tesla FSD

(53:48) X (Twitter)

(56:04) SpaceX Bear Case

(59:14) Long Term Outlook

(1:02:58) Stock Strategy

(1:06:16) About Carl

(1:08:32) Takeaways

Explore USVC

This is not a sponsored link or video. Pre-IPO investing involves significant risk. Perform personalized due diligence before considering an investment in USVC.

Craig looks at the new venture capital fund USVC, launched by AngelList and now available to non-accredited investors for a $500 minimum investment. How does it compare to VCX, RVI, and the ARK Venture Fund?

In IPO Radar news, Zap Energy pivots to fission, and Anthropic's $900 billion valuation. Why does Google get a discount?

(0:00) Intro

(0:32) USVC from AngelList

(1:25) Non-Accredited VC Funds

(3:36) USVC Launch

(4:34) USVC Net Asset Value (NAV)

(5:26) Ben Miller on VC Access

(6:16) USVC Holdings

(7:16) Fund Facts

(8:21) VCX Alternative

(9:20) Daily NAV

(10:04) USVC Fees

(12:37) AngelList Network Access

(13:07) USVC Fund Manager

(14:36) Open Invitation

(15:06) Buy or Avoid USVC?

(16:10) Risk Statement

(16:27) IPO Radar News

(17:19) Zap Energy Pivot

(19:42) Anthropic $900 Billion

(21:04) Trillion Dollar Startups

(21:22) Google Anthropic Discount

(22:27) Follow Up

Disclosures: The host is long VCX restricted shares, the Fundrise internet public offering, RVI, and ARKVX. The host was not paid to make this video. All opinions are his own. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.