IPO window opens: Only scaled ARM players need apply
The Gist
- 58 VC-backed $1B+ IPOs in H1 2026 vs 27 in 2025
- 78% of $110.8B raised came from SpaceX alone
- Datasite reports 33% increase in IPO prep activity
RevBots.ai View:
Public markets now demand ARM-level efficiency, rejecting SaaS Hoarders still burning cash on fragmented tech.
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