LATEST NEWS ON PRE IPO COMPANIES

follow the news on the most interesting pre ipo companies.

 

The U.S.-China AI Race: An Ecosystem Problem, Not Just a Technology Gap
Edoardo Zarghetta Edoardo Zarghetta

The U.S.-China AI Race: An Ecosystem Problem, Not Just a Technology Gap

We discuss two key sectors of the America 2030 fund that are connected with China.

China’s rapid industrialization is not just about manufacturing dominance—it’s about building an entire ecosystem that supports AI, from infrastructure to energy. With six times the U.S.‘s electrical grid expansion in 2023 alone, China is laying the foundation to dominate AI. This isn’t just a technology race; it’s a systemic shift.

Read More
U.S. government exploration of blockchain technology
Edoardo Zarghetta Edoardo Zarghetta

U.S. government exploration of blockchain technology

In January 2025, the Trump administration issued an executive order emphasizing support for digital assets and blockchain technology. The order promotes the development of lawful dollar-backed stablecoins and prohibits the establishment of Central Bank Digital Currencies (CBDCs) within the U.S. These developments show a transformation in capital formation, with digital assets becoming integral to next-generation investment portfolios. Investors are focusing on strategic positioning ahead of mass adoption, considering key trends and regulatory developments in pre-IPO digital asset investing.

Read More
2000 Years of Defense Spending
Edoardo Zarghetta Edoardo Zarghetta

2000 Years of Defense Spending

Explore 2000 years of defense spending trends, from ancient empires like the Song Dynasty and Roman Empire to modern post-WWII nations. This analysis reveals how military priorities have shaped economies and geopolitical strategies.

Read More
Betting on America Is the Winning Strategy for Investors
Edoardo Zarghetta Edoardo Zarghetta

Betting on America Is the Winning Strategy for Investors

The U.S. stock market, driven by "animal spirits" and S&P 500 global exposure, remains the ultimate investment choice. Learn why historical data and expert insights, including Stanley Druckenmiller's comments, reinforce America's consistent market dominance.


#USMarkets #SP500 #Investing #StanleyDruckenmiller #AnimalSpirits #VanguardData #StockMarketPerformance #GlobalExposure #DollarStrength #JohnBogle #AmericanEconomy #InvestorProtections #StableRegulation #EmergingMarkets #MarketAnalysis

Read More
In Plain Sight, No Longer Invisible: Europe at a Crossroad
Edoardo Zarghetta Edoardo Zarghetta

In Plain Sight, No Longer Invisible: Europe at a Crossroad

Europe's reliance on external powers for security, energy, and trade is unraveling, exposing vulnerabilities. IPO CLUB highlights investment opportunities in defense (Natilus) and energy (Newcleo) as critical to bridging the gap with global power blocs.

Read More
OpenAI's ChatGPT Pro Subscription Losses
Edoardo Zarghetta Edoardo Zarghetta

OpenAI's ChatGPT Pro Subscription Losses

The recent revelation by Sam Altman, CEO of OpenAI, that the company is currently losing money on its $200 per month ChatGPT Pro subscriptions is a stark reminder of the financial tightrope that innovation in AI often requires. This admission was made in a candid social media post where Altman described the situation as an "insane thing," highlighting how the usage of the Pro plan has exceeded expectations, leading to unexpectedly high operational costs.

Read More
Trend Is Your Friend: Tech’s Biggest Ideas for 2025
Edoardo Zarghetta Edoardo Zarghetta

Trend Is Your Friend: Tech’s Biggest Ideas for 2025

AMERICA2030’s portfolio reflects a commitment to shaping the future through investments in critical technologies. From nuclear energy and reusable rockets to AI-disrupting search and custom computing hardware, we provide unparalleled exposure to the technologies driving America’s industrial renewal.

Read More
Think Outside the Boxes: Rethinking the VC Playbook for AI Investment
Edoardo Zarghetta Edoardo Zarghetta

Think Outside the Boxes: Rethinking the VC Playbook for AI Investment

Most VC firms invest in the same well-trodden paths of the AI value chain, from applications to hardware. But IPO CLUB sees opportunity in the overlooked fundamentals — electricity, data, communication infrastructure, and more. Learn why thinking outside the boxes drives better returns.

Read More
Trump’s Policies Impact on selected US growth companies
Edoardo Zarghetta Edoardo Zarghetta

Trump’s Policies Impact on selected US growth companies

Donald's Honeymoon.

With Donald Trump’s election as President of the United States, there is significant anticipation about how his proposed policies—spanning #deregulation, #tax#reforms, and international #trade—might reshape certain industries and the #leading#growth#startups in #America.

We have divided selected portfolio companies into three groups: Strongly Positive, Positive and Somewhat Positive.

Read More
Can enemies use ai apps against the US and its NATO allies?
Edoardo Zarghetta Edoardo Zarghetta

Can enemies use ai apps against the US and its NATO allies?

Exploring the dual-use potential of AI models like Grok, ChatGPT, and Gemini in defense: from real-time data analysis and intelligence gathering to training simulations, each AI offers unique capabilities that could enhance military operations if adapted with ethical safeguards.

Read More
xAI new $5billion equity round
Edoardo Zarghetta Edoardo Zarghetta

xAI new $5billion equity round

Following Tesla’s post-election success, investor interest in Elon Musk’s ventures has surged, fueling demand for xAI’s $5 billion round at a $40 billion pre-money valuation. This round highlights xAI's remarkable advancements, including a supercomputer with 100,000 Nvidia H100 GPUs and upgraded AI capabilities integrated with the X platform.

Read More
US tech wins the elections
Edoardo Zarghetta Edoardo Zarghetta

US tech wins the elections

Donald Trump’s recent re-election promises a favorable climate for U.S. late-stage tech startups, with policies on deregulation, tax incentives, reshoring, and emerging technologies driving potential growth. Enhanced government partnerships, particularly in AI and aerospace, are expected to bolster opportunities for venture-backed companies poised for expansion.

Read More
Key Geopolitical Risks Driving Global Defense, Energy, and Security Investments
Edoardo Zarghetta Edoardo Zarghetta

Key Geopolitical Risks Driving Global Defense, Energy, and Security Investments

Geopolitical tensions are reshaping global defense, energy, and security sectors, with increased military budgets in Europe, regional conflicts in the Middle East, and rising defense spending in the Asia-Pacific. From cybersecurity threats to energy security challenges, these risks highlight critical investment opportunities across defense technology, renewable energy, and cybersecurity.

Read More
xAI Gains Potential Strategic Partner in Nvidia as AI Ecosystem Expands
Edoardo Zarghetta Edoardo Zarghetta

xAI Gains Potential Strategic Partner in Nvidia as AI Ecosystem Expands

As Nvidia continues to shape the AI landscape with strategic investments, its rumored involvement in xAI signals a future where it isn’t just a hardware provider but a driver of innovation within the AI development ecosystem. The tech world will closely monitor this potential collaboration, as it could mark a significant milestone in how industry giants like Nvidia influence the trajectory of artificial intelligence.

#Nvidia #xAI #ElonMusk #AIInvestment #GrokChatbot #AIEcosystem #NvidiaChips #TechIndustry #StrategicInvestment #JensenHuang #AIAdvancements

Read More
Is Quantum Computing Underfunded in the U.S.?
Edoardo Zarghetta Edoardo Zarghetta

Is Quantum Computing Underfunded in the U.S.?

Quantum computing in the U.S. faces funding challenges relative to its potential, particularly in defense. With venture funding of only $1.2 billion in 2023 and public funding lagging behind other nations, quantum could benefit from increased strategic investment. Quantum’s impact on cryptography, secure communications, and defense logistics highlights the need for greater support in this critical sector.

Read More
Powering the AI Revolution
Edoardo Zarghetta Edoardo Zarghetta

Powering the AI Revolution

As AI continues to revolutionize industries, the energy demands of training and deploying large-scale models are surging. Understanding the cost-effectiveness and sustainability of different power sources is crucial for AI data centers to manage operational costs and environmental impact.

#AI #EnergyConsumption #DataCenters #RenewableEnergy #NuclearPower #SolarEnergy #WindEnergy #Sustainability #CarbonNeutral #TechIndustry #ArtificialIntelligence

Read More
Investing in Robotics
Edoardo Zarghetta Edoardo Zarghetta

Investing in Robotics

Robotics startups have struggled commercially despite significant innovation. Challenges include high R&D costs, technical difficulties, and market saturation. While success stories like Kiva Systems exist, failures have been more common due to difficult economics, margin compression, and integration challenges.

#robotics #startups #innovation #KivaSystems #R&D #margins #commercialization #technology #automation #techindustry #investing #venturecapital #marketchallenges

Read More
VC Investment in AI
Edoardo Zarghetta Edoardo Zarghetta

VC Investment in AI

The influx of capital into AI reflects broader venture trends, demanding returns that stretch plausibility. With $125B invested annually, VCs must achieve 3x returns. Expect volatility in secondaries as supply increases and discounts become more pronounced.

#VentureCapital #AICapital #SecondaryMarkets #LimitedPartners #MarketVolatility #InvestmentReturns #VC #NetAssetValue #InvestmentStrategy

Read More
Grok-2: xAI's New Powerhouse Enters the AI Arena
Edoardo Zarghetta Edoardo Zarghetta

Grok-2: xAI's New Powerhouse Enters the AI Arena

Grok-2, xAI’s latest large language model, has quickly emerged as one of the top five AI models worldwide. Accessible via Musk’s platform X, Grok-2 is set to become available for developers soon, empowering enterprise applications. Despite legal battles and data privacy concerns, xAI is pushing forward, backed by a $6 billion funding round. The AI race heats up as Grok-2 challenges industry leaders like OpenAI’s GPT-4o.

Read More