SpaceX just went public. $75B raise. Largest in history.
Dave and Aman grade the execution.
Guest @cjgustafson (financial athlete) joins to break down where the real arbitrage is in the $4T illiquid private market.
and much much more on E37 of @TradingVCs:
[ tech news and vc ]
00:36 - Private Mag 7 Scoreboard 🏆 01:52 - race to go public @OpenAI vs @AnthropicAI 🏁 04:15 - @Google $80B equity raise 💰 22:48 - SaaSpocalypse Over? 🫨 29:46 - AI-coding @cognition raises $1B 💸 32:32 - @databricks past $134B & @Revolut past $100B 🚀
[ intvw: CJ Gustafson, recovering tech CFO ]
40:15 - CJ from Consulting → PE → CFO → Podcast 🧭 44:32 - Raising $1B in 18 Months 💸 46:16 - SaaS Multiples: From 20x to 4x and the Road Back 📉 1:17:00 - stay private, get to $1B ARR Before You IPO 🏰
[ val corner: @AmanVerjee & @davemcclure grade @SpaceX IPO ]
1:20:26 – @elonmusk take-it-or-leave-it pricing strategy 🤌 1:25:12 – what happens to stock price next 6 months 🤔 1:29:45 – who made the most money 🤑
