These IPOs Could Create More Wealth Than The Last 20 Years Of IPOs Combined 🚀-MP3

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2:19the most anticipated ipos um it's a lot of them um for me uh going sticking with the two tech or four quadrant uh anthropic open ai and a real databricks of course spacex is the obvious one because it's right there i think stripe missed this window a couple years ago but if i'm going into this next season of tech dominance. I think Anthropica is right there to be one of the greatest enterprise companies of all time, OpenAI second. I really like Anderil. I like Lucky as a CEO. And then for me, a fourth would be Databricks. Those are my four IPO horsemen that I love. What about you guys? Yeah, I'm anticipating, I mean, SpaceX is here.

3:08I think they said that this week after the court case kind of got settled with OpenAI. I'm looking forward to see them IPO for a number of reasons, just because of the heat that they've taken, kind of they've fallen out of favor. The usage rate is still there. People are still using it on daily. I'm still using it daily. But more so from, and this is like kind of adjacent, but like I just believe in Microsoft. I know Microsoft's been beaten down it's kind of got caught in this software cycle kind of got caught in the open AI how will they generate revenue cycle and so I've been investing in Microsoft over the past month and nice returns right yeah I mean it was down there in the 370s 368 yeah it's at 418 yeah at that at these levels you gotta you gotta make a move I saw Bill Ackman, you know, bought up a bunch of shares.

4:09But the IPO of OpenAI is interesting because you figure, I think they lowered their amount of ownership inside OpenAI down to, I think, 27%. So you figure if this thing, IPO is at a trillion, which is very possible, right? We just saw Cerebris, you know, think they're going to open at 110 a share and then run up to 350. Obviously, is pulled back here, which is why we told people, hey, give it six months. But let's just say that OpenAI opens at a trillion. Now you're talking about 270 billion that Microsoft now has. And so I'd be interested to see how that moves when the announcement of the IPO for OpenAI hits.

4:49That is one, and obviously Anthropic, been huge on Anthropic for years. I mean, the use, like every day I'm figuring out new things to do with Claude. And I'm like, oh my gosh, I didn't even know we could do that. And so like social media is helping that because people are using it. I'm even using Gemini to help me figure out what you can do with. Gemini is getting better. Yeah. It is. It's elite, man. It's elite. I went from the free tier when I first started. Then I went up to the$9.99, the$19.99, whatever it was. And now I'm at like$1.99 a month. Yeah,$200. Yeah, it's just like that was the highest tier I saw.

5:28And then I ran out of tokens while I was creating. I was actually building it. Oh, and you got to wait for five. Oh, my God. Come back at 1130. What? Yo, that's what it said. It was like, you'll come back in an hour. I need this now. I'm like, nah, nah, nah. It said, come back or update your subscription. I'm like, nah, take it. Take it. And every day, just locked in at least, I would probably say an hour to two hours of just nothing else, but trying to figure out new things to do on Claude. So I'm huge into what Anthropik is going to do winning IPOs and I would put Databricks in there too. Databricks again, that story, that story.

6:09So those, those would be my three for sure. Yeah. Everything is on hold right now for SpaceX, you know, shout out to two chains, early investor in SpaceX. Shout out to, oh man, there's a few, I don't know if she want me to say this and not, but Angela Yee, early investor in SpaceX. She got exposure to SpaceX. I was talking to her the other day. there's a few people that got that at SpaceX exposure there's a few people that got that SpaceX exposure that's waiting for this but I think even with the brother Atlas Barry Atlas when he was saying from another perspective this is creating a whole new wave of wealth that's going to get deployed back into the private markets for really a select few people that had the opportunity to invest in those private companies like these companies are going to make more money than all of the the the ipos in the last 20 years put together so now that that's going to make you know another tremendous wealth windfall for all of these um people that actually invested in these companies and um that's going to get recycled back into the into the private markets as well so it'll be interested to see how that impacts markets when there's going to be a a whole new class of billionaires that's made just from a few of these IPOs.

7:28Yeah, I think that's so true. I think what makes it very interesting is that we actually know people that are in some of these rounds, which is different from any time I can think of, where you actually know a person or you know two or three people or five. There's people that you know that have been in some of the early rounds of some of these companies that are going to IPO, which is really, really incredible. but that's the tricky part too the recycling for shot like you said of that capital back into series a and b a lot of conversations i'm having with people they're like i don't even care about the ipo part because the biggest returns have been on the private side but i think there's an immense opportunity to onboard people maybe into some of those earlier series rounds hypothetically they say he was able to invest in not ian what the f is going on man it's all about relationships you can't never hate it everything is yeah you know you never know she got she's she's doing her thing at least doing her thing man like you know and he's a great investor like like regardless of what you may think or in terms of perception she was early on a detroit real estate wave and like you said it comes down to relationships fortunately though for me i've been able to catch some other things um you're not gonna be able to win them all like i've been able to get in kraken and gemini and a few other things and i caught nvidia in 2016 2017 amd early so it's it's worked out you're not going to catch everyone though yeah and and we're learning skills that are netting some of these these returns right so 20x 30x like we've seen people do that in public market and that's the great part even though you may mess out from an ego standpoint at least you can trade and invest your way to get the same return as a pre-ipo company go ahead and a lot of that was happening like probably five six years ago a lot of people got in early like you know like now if if that happened now we we would probably have opportunities now.

9:41If it happens now, we have opportunities. Yeah. Things have changed. Shout out to Janet. They said, remember Janet, when she did the call-ins? We used to have a call-in. Unmute yourself. You've been unmuted. On Market Mondays. Shout out to that era. Shout out to the Dane Dash bag drop intro era. It's been a few. It's been a few eras. It's been a few. Smoothie King era. Leather jacket before Jensen era. Zoom not working. yeah it's been a bunch right the camera were rotating zoom in and out y 'all stayed right here with us that's it just go just go that's a fact if your best finance people are doing expense reports chasing receipts or spending time on month-end close it's time to get brex af agentic finance that eliminates that work before it starts learn more at brex.com slash af Ernest, what's up?

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