The pre-IPO names our team is tracking most closely. Tap any one to reserve your copy of the full briefing.
The lab behind Claude — arguably the most sophisticated AI system on the planet. Amazon and Google are already backing it. A reported October 2026 window with an over-$2T target.
GPT. ChatGPT. The company that made 'AI' a household word. The most watched pre-IPO name in the world — and the one no serious portfolio can ignore.
The Lakehouse pioneer built by the creators of Apache Spark. Where nearly every Fortune 500 AI project actually runs. One of the most anticipated tech listings on the board.
The payments rails behind a huge slice of internet commerce — and increasingly, the checkout layer for AI products. A $65B+ listing is widely expected.
The community layer of the internet. 200M+ people already spend hours here every day. When the S-1 drops, the retail crowd will already be inside the product.
The builder of the Wafer Scale Engine — a single chip the size of a dinner plate. If NVIDIA is the past decade of AI compute, Cerebras is a candidate for the next.
Every AI wave needs a security layer. Palo Alto quietly became the operating system for enterprise defense — and the AI arms race is only widening its moat.
Every one of these looked risky on listing day. Every one of them was a life-changing entry for people who read the brief and actually clicked buy.