Initial Thoughts on the Klarna IPO
Klarna announced that it confidentially filed an IPO offering paperwork in the US. Klarna's valuation reached as high as $45 billion in 2021. Its...
245 Views
ZEEKR IPO Lockup - A US$1.3bn+ Lockup Expiry but Everyone Is Underwater
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), raised around US$440m in its US listing. Its IPO lockup will expire soon.
12.6k Views
Cerebras IPO Valuation Analysis: A Sky-High Valuation Will Not Last For Long
In my follow-up piece, I discuss Cerebras Systems valuation analysis, including peers, multiples and the company’s revenues forecast for 2024 and...
298 Views
Cerebras IPO Preview: Does The Size Matter? Top-Tier VC Investors and $1B+ Deal With UAE’s G42
Cerebras Systems, a manufacturer of the largest AI chip ever built and hardware company that launched supercomputers in the United States, filed...
270 Views
The Cerebras IPO Stucture Sucks
I’m not going to write about the technical side at all, as I expect Dylan Patel’s team at SemiAnalysis to do a much better job than I can do...
371 Views