Narrative versus fundamentals in IPO valuations

The Information’s Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot’s potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD’s strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC.

Articles discussed on this episode: 

https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-round

https://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipo

https://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbook

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