Narrative vs. Fundamentals in IPOs

Lead Edge Capital’s Mitchell Green talks with TITV Host Akash Pasricha about SpaceX’s $1.5 trillion valuation and why IPO narratives are trumping fundamentals. We also talk with Rak Garg of Bain Capital Ventures about the security risks of "vibe coding" and tech-enabled services, and we get into the SoftBank-OpenAI proxy debate with The Information’s Martin Peers and Cory Weinberg.

Articles discussed on this episode: 

https://www.theinformation.com/newsletters/the-briefing/openais-tbpn-deal-joke

https://www.theinformation.com/articles/openais-fidji-simo-bought-tbpn-podcast-amid-crusade-side-quests

https://www.theinformation.com/articles/spacex-makes-75-billion-offer-investors-refuse

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