Equity How are founders positioning themselves for the next 4 years?
26 snips
Jan 24, 2025 The hosts discuss TikTok's rocky return amid legal challenges and a major $500 billion data center project called Stargate. They delve into the tricky acquisition of Divi Homes, revealing shareholder pitfalls and the implications for the PropTech sector. The conversation shifts to the intersection of politics and innovation, as founders navigate the changing startup landscape influenced by the new administration. Finally, they explore the IPO market for 2025, highlighting the strategies companies are considering in their fundraising efforts.
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TikTok Outage
- TikTok experienced a temporary outage due to uncertainty surrounding a divestment or ban law.
- The outage was short-lived after Trump intervened, expressing intentions to save the platform.
Political Uncertainty
- Congressional support for the TikTok ban was initially strong.
- Trump's change of stance creates uncertainty about the political and ownership outcomes.
Stargate Project
- OpenAI, SoftBank, Oracle, and others are investing in a $500 billion data center project called Stargate.
- The project's scale and a public disagreement between Sam Altman and Elon Musk drew attention.