The Information's TITV Figma's Blockbuster IPO, Tech IPOs Heat Up & Silicon Valley's New Obsession | Aug 1, 2025
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Aug 1, 2025 
Ann Gehan, a reporter at The Information specializing in e-commerce, joins the discussion on Figma's unprecedented IPO and its implications for tech markets. The conversation dives into the broader trends in tech IPOs fueled by AI optimism, while also exploring 'negative one to zero' seed investing strategies. Gehan sheds light on Silicon Valley's newfound obsession with microplastics, addressing environmental concerns and innovative solutions to combat this invisible threat. This blend of tech and ecology makes for a compelling dialogue.
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Figma IPO Surprised Market
- Figma's IPO surprised with an enormous pop, nearly tripling the IPO price on open.
- This suggests underpricing by bankers and strong retail and institutional demand for high-growth software stocks.
Figma IPO Signals Market Shift
- The public markets have been starved of high-growth software IPOs, making Figma a test case.
- The IPO's premium valuation might entice other great private companies to consider going public.
Growth Trumps Profit in Valuation
- Figma's premium valuation reflects the market valuing growth units more than profit units recently.
- The company's solid growth and profitability trajectory supports this high valuation despite market conditions.