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Nvidia Challenger Cerebras’ Funding, TikTok Update, Navan’s Signal About Tech IPOs | Sep 22, 2025

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Navan S‑1: Business Model, Size, and Profitability

CJ breaks down Navan (formerly TripActions): travel take‑rate driven revenue mix, $613M LTM sales, how it tests current IPO size thresholds, and its LTM losses versus recent IPO profitability trends.

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