
Episode #15
IPO Winners & Losers: Anthropic’s $2T Bid, CoreWeave’s Comeback, and the Fall IPO Setup
Welcome back to Renaissance Capital's IPO Winners and Losers, the weekly podcast breaking down the biggest stories shaping the IPO market. Get the newsletter in your inbox every week. This week: • Anthropic investors reportedly eye a $2 trillion valuation for a potential October IPO • SpaceX’s record as the largest IPO ever could be broken just months after it was set • CoreWeave rebounds sharply as AI infrastructure stocks regain momentum • Biotech quietly extends one of the strongest IPO streaks of 2026 • Lyntris prepares to close out the summer IPO calendar with a defense tech listing We also discuss whether public investors will support Anthropic at a $2 trillion valuation, why the AI rebound is rewarding companies with real revenue over speculative stories, and how two straight weeks of IPO Index outperformance could set the stage for a much busier fall IPO market. Want to chime in? Send us a message!

