Fexingo
Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets
Lucas and Luna dissect the mechanics of software IPOs — from S-1 filings to aftermarket trading — using real-time market data and regulatory filings. Each episode examines one recent or upcoming public listing, pricing dynamics, underwriter influence, and secondary market performance. Lucas brings journalistic rigor to valuation metrics, lockup periods, and direct listings versus traditional IPOs; Luna challenges assumptions about growth sustainability and insider selling. They analyze SPAC merger terms, IPO pops, and post-listing earnings trends with specific numbers and named companies. This...
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Episodes
SpaceX IPO Spins Off Wealth for Insiders 22.05.2026 10:49
In this episode of Tech IPO Conversations, Lucas and Luna examine the upcoming SpaceX IPO and how its unusual ownership structure concentrates value among a tiny circle of insiders. They break down the mechanics of the 'insider-heavy' allocation, discuss why retail investors may get only crumbs, and contrast it with the more equitable IPOs of companies like Airbnb and Robinhood. The conversation t...
The Second Life of Spotify as a Podcast Platform 21.05.2026 9:36
In this episode, Lucas and Luna dive into Spotify's latest move: taking on Google's NotebookLM with a new AI-powered podcast app, plus adding Q&A and briefing generation features. They discuss how Spotify is pivoting from a music streaming giant to a platform for AI-enhanced audio creation, and what this means for the podcast industry, advertisers, and creators. They also touch on recent market da...
Why Public Markets Are Closing the Door on Unprofitable IPOs 21.05.2026 6:30
The IPO window isn't just narrowing — it's fundamentally changing what it wants to see. Lucas and Luna dig into the data behind the 2026 tech IPO drought: what's different this cycle, why a company like Anthropic is suddenly talking about profitability, and what the latest Shopify and Palantir stock moves tell us about market sentiment. Plus, a look at how the investor mindset has shifted from gro...
Inside the Tech IPO Pipeline with OpenAI and Anthropic 19.05.2026 9:11
In the debut episode of Tech IPO Conversations, Lucas and Luna examine how the battle for AI talent — highlighted by Andrej Karpathy leaving OpenAI for Anthropic — is reshaping the IPO pipeline for private AI companies. They discuss why the Karpathy move signals a shift in competitive dynamics, how late-stage valuations are being recalibrated, and what it means for the next wave of tech IPOs. With...
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