In this roundup, we break down the 2025 IPO wave, spotlighting Chime's $18.4B debut and what it may signal for fintech's place in a crypto-disrupted future. We dive into Salesforce's bold new acquisition and what it could mean for enterprise software consolidation. On the AI front, we track how tech giants like Microsoft, Meta, Amazon, and Alphabet are pouring billions into AI infrastructure across the public and cloud sectors. Then we zoom in on the private markets, where AI unicorns are trading at eye-popping revenue multiples—some over 500x. We ask the hard question: are these valuations justified or signs of another tech bubble?

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.