Access IPOs Podcast

In the last episode before the SpaceX IPO, Craig walks through the IPO terms set on Wednesday, then highlights the "deal differentiators" that make this IPO unique.

Craig then shares his SpaceX IPO date game plan and strategies for how to handle your investment after the stock begins trading.

In IPO Radar news, Anthropic filed confidentially for an IPO. What is the most likely Anthropic IPO date, and will OpenAi beat Anthropic to the opening bell.

Sponsor: VCX --- The public ticker for private tech. Visit https://getvcx.com for more info.

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Disclosures: At the time of recording, Craig is long SpaceX, OpenAI, and Anthropic via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA. Craig is an investor in the Fundrise iPO. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk.

(0:00) Intro

(0:39) SpaceX IPO Terms

(1:13) Fixed Pricing

(2:56) In Today's Show

(3:29) Sponsored Message

(4:44) Deal Differentiators

(8:16) Direct Share Program

(8:54) True Both Ways

(10:58) "Exit Liquidity"

(11:55) My Strategy

(12:39) Broker Availability

(13:27) Fidelity IPO Minimum

(14:18) Retail Allocations

(15:42) Confirming Your Order

(17:21) Morning Allocations

(18:33) What Time Do IPOs Start Trading?

(19:08) Price Indications

(19:47) SpaceX Stock First Trades

(21:17) Hold or Sell the Pop?

(23:17) Demand Signals

(23:34) IPO Radar News

(23:46) Anthropic IPO Confidential Filing

(25:00) Anthropic IPO Date

(25:59) Next IPO Wave

(27:09) Don't Invest Alone

(28:03) Next Week

Craig previews the upcoming Quantinuum IPO scheduled for June 4th. Why is the IPO valued at almost $13 billion with just $31 million in 2025 revenue?

In IPO Radar news, AI coder Cognition is worth $26 billion, fintech Mercury is worth $5 billion, and how to invest in flying cars — the Alef Aeronautics Wefunder campaign.

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Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO.

Best Brokers for the SpaceX IPO

(0:00) Intro

(0:30) Quantinuum IPO Preview

(1:33) High-Risk IPO

(2:30) Questionable Valuation

(3:56) Quantinuum S-1 Walkthrough

(6:32) Quantinuum Financials

(7:58) Favorable IPO Conditions

(9:04) #1 Measurable Technical Lead

(10:08) #2 Demonstrated Delivery

(10:58) #3 Market Opportunity/ Early Advantage

(12:14) #4 Validation

(13:04) Fidelity and Nvidia Investments

(13:37) Skepticism and Risks

(15:32) My Take

(19:18) IPO Radar News

(19:48) Cognition Valuation ($26 Billion)

(21:33) Mercury Valuation ($5.2 Billion)

(23:08) How to Invest in Flying Cars

(24:42) Pre-IPO Investing Quadrant

(25:06) Wefunder Alef Aero

(26:51) Support the Show

(27:19) Up Your Game for the SpaceX IPO

Disclosures: At the time of publishing, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long TSLA and RIVN. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose. Mentions are not a recommendation to buy or sell any pre-IPO startup, fund, or public company. Invest in IPOs and private companies at your own risk.

Craig previews the SpaceX IPO, sharing five essential takeaways from the SEC S-1 filing. Which brokers will provide IPO access? Is there still time left to prepare?

In IPO Radar news, OpenAI could file confidentially for an IPO in the coming days or weeks, Kraken is raising new funds at a $20 billion valuation, and Tenstorrent has a flood of takeover interest.

Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info.

Free Newsletter and Download

("The IPO Process" One-Pager)

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Don't invest alone. Prepare with our community of investors.

*Tutorials*https://www.youtube.com/watch?v=eXO-kNRGPOkhttps://www.youtube.com/watch?v=B6JO6iqfDDEhttps://www.youtube.com/watch?v=7IW0-JiLGDwhttps://www.youtube.com/watch?v=UoKsht4XASYhttps://www.youtube.com/watch?v=PwxjKO-q0qIhttps://www.youtube.com/watch?v=Y3E4h8l3pMgDisclosures: At the time of publish, Craig was long SpaceX and OpenAI via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds, stocks, or startups mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

(0:00) Intro

(0:52) SpaceX IPO Progress

(1:35) Next Steps

(3:09) Community Support

(3:56) Sponsored Message

(5:10) SpaceX S-1 Takeaways

(6:02) Underwriters

(7:14) Takeaway #1 IPO Access Brokers

(9:15) SpaceX IPO Robinhood

(10:04) Best Brokers

(10:48) Directed Share Program?

(13:20) SpaceX 30% Retail

(14:10) Takeaway #2 Staggered Lockups

(16:25) Takeaway #3 Numbers

(17:43) Takeaway #4 Anthropic Revenue

(19:03) Takeaway #5 TAM

(20:41) Future Markets

(21:37) Ways to Read the S-1

(22:58) IPO Radar News

(23:19) OpenAI Confidential IPO Filing

(26:03) Kraken $20 Billion Valuation?

(28:59) Tenstorrent Acquisition?

(30:38) Feedback and Connect

*Sponsor: VCX --- The public ticker for private tech. Visit getvcx.com for more info*

Craig shares the frustration of retail investors who were largely left out of the biggest IPO this year. The Cerebras IPO doubled at the open, but only ETRADE account holders received small allocations, while Fidelity, and SoFi investors were ignored.

Why? A familiar retail foe.

Craig also explains why he thinks the Space IPO will be different.

In IPO Radar news, the Quantinuum IPO and Lime IPO are coming soon. Plus, Blue Origin in considering its first venture funding round as it looks to capitalize on the Space IPO and private space race.

Free Newsletter and Download

("The IPO Process" One-Pager)

Access Club: 7-Day Free Trial

Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how we are preparing for the SpaceX IPO.

Disclosures: At the time of publish, Craig was long SpaceX via VCX restricted shares, the ARK Venture Fund, and Fidelity mutual funds. Craig is long VCX, RVI, and ARKVX. Access IPOs content is for informational purposes only and the host does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

Timestamps

(0:00) Intro

(0:29) Cerebras IPO Soars

(0:49) Retail Access Denied!

(1:58) Don't Chase Hot IPOs

(3:58) Morgan Stanley Led IPOs

(4:43) Retail IPO Access

(5:43) Community Data Points

(5:56) IPO Broker Access

(10:06) IPO Process is Broken

(11:19) Ed Ludlow Andrew Feldman

(11:55) SpaceX Should be Different

(12:15) Four SpaceX IPO Lead Underwriters

(12:51) $75-$100 Billion Raise

(13:19) SpaceX 30% IPO Shares to Retail

(14:06) SpaceX IPO Countdown

(15:25) IPO Radar News

(16:10) Quantinuum IPO Filing

(17:53) Lime IPO Filing

(20:34) Healthy Pipeline

(21:20) Blue Origin Venture Round?

(23:34) Emerging Space Economy

(24:47) Outside Investors

(25:35) Space Startups

(26:31) Curated Weekly News

(27:21) Join Us

Craig speaks with Carl Jensen, a long-time Tesla and SpaceX investor, about the 10-20-year bull case for SpaceX and why there's so much hype and interest around the SpaceX IPO.

Our conversation includes launch capabilities, reusability, Starship, Starlink, xAI, Colossus, Terafab, data centers in space, X (Twitter), and much more.

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Don't invest alone. Our community members share strategies and tips for investing in upcoming IPOs. See how others are preparing for the SpaceX IPO.

Carl's Website

(0:00) Intro

(1:51) Welcome Carl

(3:38) How Did You Invest in SpaceX?

(6:42) SpaceX IPO Update

(7:25) Is the SpaceX IPO Overpriced?

(9:59) SpaceX IPO Unknowns

(13:50) What's Behind the Hype?

(14:19) Reusability

(17:25) TAM Expansion

(19:01) Ranchers and Cows

(20:01) Starship Current Status

(23:11) Starlink Growth Engine

(25:02) Starlink Direct to Cell

(27:47) Data Centers in Space

(33:04) AI Energy Supply

(37:16) Moon Mass Driver

(39:39) SpaceX Humans on Mars

(42:19) Tesla SpaceX Convergence

(45:11) SpaceXAI Colossus

(47:04) Terafab

(49:49) Tesla FSD

(53:48) X (Twitter)

(56:04) SpaceX Bear Case

(59:14) Long Term Outlook

(1:02:58) Stock Strategy

(1:06:16) About Carl

(1:08:32) Takeaways

Explore USVC

This is not a sponsored link or video. Pre-IPO investing involves significant risk. Perform personalized due diligence before considering an investment in USVC.

Craig looks at the new venture capital fund USVC, launched by AngelList and now available to non-accredited investors for a $500 minimum investment. How does it compare to VCX, RVI, and the ARK Venture Fund?

In IPO Radar news, Zap Energy pivots to fission, and Anthropic's $900 billion valuation. Why does Google get a discount?

(0:00) Intro

(0:32) USVC from AngelList

(1:25) Non-Accredited VC Funds

(3:36) USVC Launch

(4:34) USVC Net Asset Value (NAV)

(5:26) Ben Miller on VC Access

(6:16) USVC Holdings

(7:16) Fund Facts

(8:21) VCX Alternative

(9:20) Daily NAV

(10:04) USVC Fees

(12:37) AngelList Network Access

(13:07) USVC Fund Manager

(14:36) Open Invitation

(15:06) Buy or Avoid USVC?

(16:10) Risk Statement

(16:27) IPO Radar News

(17:19) Zap Energy Pivot

(19:42) Anthropic $900 Billion

(21:04) Trillion Dollar Startups

(21:22) Google Anthropic Discount

(22:27) Follow Up

Disclosures: The host is long VCX restricted shares, the Fundrise internet public offering, RVI, and ARKVX. The host was not paid to make this video. All opinions are his own. Access IPOs content is for informational purposes only and does not recommend that investors buy or sell any funds or companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose.

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.

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("The IPO Process" One-Pager)

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$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.

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("The IPO Process" One-Pager)

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$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.

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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

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("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).

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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