CJ Gustafsson

Founder of the Mostly Metrics newsletter and analyst of IPOs and financial metrics, who broke down Navan's S-1 and the state of the tech IPO market on the show.

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Sep 22, 2025 • 27min

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

CJ Gustafsson, founder of the Mostly Metrics newsletter, dives into Navan's S-1 filing, revealing key insights about its revenue model and the current state of tech IPOs. He discusses how Navan's recent financials compare to IPO profitability trends. Meanwhile, Andrew Feldman, CEO of Cerebras, shares updates on their competition with NVIDIA, boasting impressive speed claims and discussing fundraising plans amid a recently resolved national security review. The conversation also touches on the potential impact of recent TikTok deal developments.

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