Craig highlights the one thing that will make or break Cerebras in the near term, and breaks down key findings in the S-1 filing.

In IPO Radar news, a new SpaceX IPO update. SpaceX aims to acquire Cursor and could be working with Mistal AI to take on LLM leaders.

Plus, the Fervo Energy IPO is a step closer, the Quantinuum IPO may be closer than we thought, and Jersey Mike's files confidentially for an IPO.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

$5 to join at the Baseline Level

(0:00) Intro

(0:27) Cerebras IPO Preview

(0:57) Timeline

(2:40) AI Chip Processing

(3:35) New Partners

(4:22) Manufacturing

(4:57) Cerebras + OpenAI

(5:13) S-1 Filing Walkthrough

(7:13) Founder's Letter

(8:26) Retail IPO Access

(9:03) Fidelity Cerebras IPO Access

(10:22) Cerebras Financials

(11:36) Concentration Risk

(13:05) Cerebras + Taiwan Semiconductor

(13:42) Risk Disclosures

(14:26) Cerebras S-1 Filing

(15:03) IPO Radar News

(15:14) SpaceX IPO Update + Cursor

(17:03) SpaceX - xAI - Mistral AI

(17:32) Fervo Energy IPO

(19:36) Quantinuum IPO

(21:29) Jersey Mike's IPO

(23:33) Follow-Ups

Three upcoming IPOs are elbowing other deals out of the spotlight: SpaceX IPO, Anthropic IPO, and the OpenAI IPO.

Craig unpacks why these deals are so disruptive, and highlights a few deals that could sneak in before the big ones.

In IPO Radar news, Flock Safety's new fundraise, Slate Auto's Series C, and Vercel and Supabase are secondary beneficiaries of the vibe coding revolution.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

$5 to join at the Baseline Level (price increases coming soon)

(0:00) Intro

(0:40) The Big 3 IPOs

(1:34) The Vacuum of SpaceX

(2:45) Cerebras IPO

(3:51) Upcoming IPOs

(7:55) SpaceX IPO Update

(13:49) My SpaceX IPO Strategy

(14:43) Anthropic IPO Update

(16:21) AI Pubic Sentiment

(18:05) Anthropic Revenue Growth

(20:53) OpenAI IPO Update

(22:32) OpenAI TBPN

(24:02) IPO Radar News

(24:24) Flock Safety Raise

(26:52) Slate Auto Series C

29.18 Vibe Coding Reverberations

(30:02) Vercel IPO Potential

(31:51) Supabase Fundraise

(33:47) Next Up

Partnership brokers indicated as affiliates in bold:

TradeStation (affiliate)

Robinhood (affiliate)

Fidelity

SoFi Invest

Moomoo (affiliate)

Webull (affiliate)

Public (affiliate)

ETRADE

Craig compares the 8 online brokers that offer IPO access to retail investors.

Best Brokers Page

Disclosure: Information presented in the video is as of mid-March 2026 and subject to change. There is no guarantee of accuracy.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club on Patreon: 7-Day Free Trial

https://www.patreon.com/AccessIPOs

Get support from our network of investors.

Sorry, I do not have information on brokers that offer access to non-US residents.

Tutorials

https://www.youtube.com/watch?v=eXO-kNRGPOk

https://www.youtube.com/watch?v=UoKsht4XASY

https://www.youtube.com/watch?v=Gy1UCZNqqAE

https://www.youtube.com/watch?v=7IW0-JiLGDw

https://www.youtube.com/watch?v=B6JO6iqfDDE

(0:00) Intro

(2:17) Verify Policies

(3:02) Two Sided Balance

(3:42) SpaceX IPO Tips

(4:57) Best IPO Brokers Comparison

(7:30) TradeStation IPOs

(9:06) Robinhood IPO Access

(11:04) Robinhood Flipping Policy

(11:22) Fidelity IPOs

(12:08) Fidelity IPO Flipping Policy

(14:10) SoFi IPOs

(15:10) SoFi IPO Flipping Policy

(16:52) Moomoo IPOs

(18:36) Webull IPOs

(20:02) Public IPOs

(22:40) Eliminate Flipping Policies

(23:35) ETRADE IPOs

(25:36) Disclosures

(27:23) Outro

Free Newsletter and Download ⁠

("The IPO Process" One-Pager)

Craig provides step-by-step instructions for how to invest in the SpaceX IPO, including actions you can take leading up to the IPO date, and what to expect in the coming months.

All dates and time references are subject to change based on several factors. Furthermore, as the largest and highest profile IPO history, the deal is subject to skew from the expected IPO timeline and normal protocols (Elon factor).

Access Club: 7-Day Free Trial

Get support from our network of investors.

Best IPO Brokers

Disclosure: Access IPOs partners with multiple brokers. We earn a commission from partner links on AccessIPOs.com.

SpaceX Page on Access IPOs

This video is not a recommendation to buy or sell SpaceX stock. Perform due diligence before invest in the SpaceX IPO. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

Timestamps

(0:00) Intro

(0:26) How to Invest in the SpaceX IPO

(1:12) IPO Timeline Subject to Change

(1:55) SpaceX IPO Date

(2:10) Prepare to be Disappointed

(2:38) Tesla Shareholders

(3:35) IPO Shares to Retail Investors

(4:22) Previous Videos

(4:52) 3 Ways to Prepare Now

(7:53) 8 IPO Brokers

(10:54) The Access Club

(11:33) Fund Accounts

(12:48) Bonus Tips

(13:51) SpaceX IPO Timeline

(14:22) Confidential S-1 Filing

(14:44) Public S-1 Filing

(15:24) SEC S-1 Filing Timeline

(15:58) Find SpaceX S-1 Filing

(16:40) Initial S-1 Contents

(18:16) S-1 to IPO Timeline

(18:32) TOO LATE!!!

(20:35) IPO Roadshow

(21:04) SpaceX IPO Date (Determination)

(21:30) Confirming IPO Requests

(22:31) Broker Tutorials

(23:00) Final IPO Pricing

(23:56) Get Help

(24:04) SpaceX IPO Allocations

(26:05) Don't Chase Hot IPOs

(26:54) Resources

Fundrise VCX

Access IPOs Newsletter + Free Download

("The IPO Process" One-Pager)

Craig sits down with Fundrise Co-Founder and CEO, Ben Miller, to talk about the public launch of VCX.

The conversation covers Fundrise's decision to take VCX public in a direct listing, the current investment thesis with AI and SpaceX, and the current of startup and real estate investing.

Plus what the future holds for VCX, potential new funds, and Fundrise iPO shareholders.

Disclosures: Craig was not paid to make this video. Craig is long the Fundrise Innovation Fund VCX, the Fundrise internet public offering, and multiple real estate funds. All VCX shares are restricted. This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.

(0:00) Intro

(1:40) Thanks

(2:12) What is VCX?

(3:42) Non-Traded to Traded

(5:10) Direct Listing vs. IPO

(12:27) High-Demand Startups

(13:04) Investment Thesis

13.33 AI Investing

(19:09) VCX Portfolio

(23:18) Structural Bridge

(28:06) Investor Communication

(34:52) VCX SpaceX Investment

(36:49) How VCX Handles IPOs

(39:13) VCX 2?

(42:42) Real Estate Funds

(44:26) Mountains and Valleys

(45:12) Fundrise IPO?

(47:30) Onward

Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

The Fundrise VCX fund exploded at the open on Thursday, up more than 300% from its net asset value (NAV). This long-time favorite (previously the Fundrise Innovation Fund) is now available to anyone who can trade U.S. stocks and funds.

Craig looks at the direct listing dynamics and previews what to expect as trading settles, comparing VCX to the Destiny 100 (DXYZ) and Robinhood Ventures Fund I (RVI).

In IPO Radar news, the Kraken IPO is postponed, Kalshi is raising $1 billion at a $22 billion valuation, and General Matter is raising $500 million at a $2 billion pre-money valuation.

Disclosures: Craig was not paid to make this video. Craig is long the Fundrise Innovation Fund VCX, the Fundrise internet public offering, and multiple real estate funds. All VCX shares are restricted. This is a testimonial in partnership with Fundrise. We earn a commission from partner links on AccessIPOs.com. All opinions are my own.

(0:00) Intro

(0:24) Fundrise VCX Launch

(3:11) Direct Listing

(4:36) Unrestricted Shares

(6:04) Net Asset Value (NAV)

(6:38) DYXZ Chart Comparison

(7:48) RVI Chart Comparison

(8:27) RVI ElevenLabs

(9:41) RVI Discount

(10:07) VCX Premium

(11:39) What's Next for VCX

(12:23) Pragmatism

(13:01) IPO Radar News

(13:43) Kraken IPO Freeze

(15:29) Kraken Valuation

(16:20) Kalshi $22B Valuation

(18:57) General Matter $500M Raise

(19:45) What is General Matter?

(20:21) Enriched Uranium Supply Chain

(22:59) Invest in General Matter?

(23:31) Connect

Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

First up, Craig briefly recaps the RVI IPO and highlights the new Fundrise Innovation Fund VCX listing date.

Vibe coding startups are RED HOT. Craig features a handful of the fastest-growing vibe coding startups and their staggering revenue growth.

In IPO Radar news, Anduril confirms its $60 billion valuation, Saronic is raising a Series D, and Sierra Space closes its Series C.

Craig talks about the economics of defense tech, and how startups lowering cost improve the economics of battle to deter adversaries.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

$5 to join at the Baseline Level

(0:00) Intro

(0:30) RVI IPO Disappointment

(2:13) Fundrise VCX Listing Date

(3:36) Vibe Coding Investing

(5:15) Cursor Staggering Growth

(8:13) Claude Code and Codex

(8:44) Cursor IPO Potential

(8:54) Replit Fundraise

(9:45) Replit ARK Venture Fund

(10:05) Lovable Revenue Growth

(11:00) Lovable Valuation

(11:52) Cognition

(13:06) History Repeats

(13:57) SaaS-Pocalypse

(14:38) Personal Experience

(15:18) Code Modernization and Optimism

(17:08) IPO Radar News

(17:24) Anduril $60 Billion Valuation

(17:42) Defense Tech Opportunity

(18:56) Saronic Series D

(21:03) Invest in Defense Startups?

(21:41) Sierra Space Technologies

(22:45) Sierra Space Series C

(23:11) Sierra Space IPO Potential

(24:51) Outro

Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

Episode #50: Craig highlights the big picture opportunity in public venture funds and the current State of IPOs in 2026.

RVI IPO Date: Friday, March 6th.

VCX IPO Date: Tuesday, March 10th.

Retail investors can invest in Anthropic, OpenAI, SpaceX and more starting then.

In IPO Radar news, Anthropic is soon investable through VCX, while revenue is surging.

OpenAI has hired law firms to help prepare for the OpenAI IPO.

And a SpaceX IPO update, the company is weighing filing confidentially in March.

Thanks to viewers, newsletter subscribers, and Patreon members for watching, listening, and supporting the show.

And thanks to my daughter for the intro and outro!

Newsletter Signup

(free download - "The IPO Process" One-Pager)

Patreon: 7-Day Free Trial

Economist Article

(0:00) Intro

(0:32) Episode #50

(1:12) VCX and RVI

(2:41) RVI IPO

(4:11) VCX Listing

(4:58) Invest in Anthropic

(5:46) Why?

(7:19) State of IPOs in 2026

(10:40) Cerebras IPO

(12:03) Upcoming IPOs

(15:33) Status Quo

(16:59) Retail Ownership

(17:22) IPO Radar News

(18:08) Anthropic Growth Timeline

(21:20) Anthropic Crazy Revenue

(22:54) Anthropic for Retail

(23:12) OpenAI Hires Law Firms for IPO

(23:44) AI IPOs 2026

(25:04) SpaceX IPO Update

(26:26) How to Invest

(26:58) SpaceX IPO

(28:00) Data Centers in Space

(28:18) What Makes a Market

(29:22) Thank you. Up Next.

(30:02) Guest Outro

Robinhood postponed its RVI IPO 8 days, possibly due to its Stripe purchase or lack of IPO share demand. Fundrise VCX shareholders passed key proposals, and the deal is expected to direct list in mid-March. Craig compares RVI vs. VCX holdings side-by-side.

In IPO Radar news, Stripe's valuation hits $159 billion in a tender offer, and the company is considering acquiring PayPal.

Cerebras IPO update: The company has filed confidentially (again) for its IPO, which could arrive as early as April 2026.

Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

Newsletter Signup

(free download - "The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

$5 to join at the Baseline Level

Related Content

https://www.youtube.com/watch?v=afVTvk8euy0

https://www.youtube.com/watch?v=Qx3jw1-KsZM

(0:00) Intro

(0:26) Where are the IPOs?

(0:58) RVI and VCX

(1:27) RVI IPO Delay

(2:30) RVI IPO Date March 6th

(3:06) RVI Stripe Investment

(4:23) VCX Shareholder Vote

(5:28) VCX Direct Listing (not an IPO)

(6:34) VCX Investor Day

(6:56) SEC Filing

(7:18) Net Asset Value (NAV)

(8:58) RVI vs. VCX (side-by-side)

(10:52) Cash Heavy

(12:25) "Should I Invest?"

(14:14) IPO Radar News

(14:26) Stripe Valuation $159 billion

(17:13) Stripe IPO Potential

(18:15) Invest in Stripe

(18:52) Stripe Considering PayPal Acquisition

(21:06) Cerebras IPO: Files Confidentially

(24:29) Special Guest Next Week

(26:05) Outro

The Robinhood Ventures Fund IPO is next week.

Are public venture funds like RVI, VCX, and DXYZ the new standard for startup investing for retail investors?

In IPO Radar news, defense tech is hot as Shield AI raises at $12 billion, and Anduril seeks a $60 billion valuation.

Newsletter Signup

(free download - "The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

$5 to join at the Baseline Levelbillion, and Anduril seeks a $60 billion valuation.

Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.