[BidClub_]

PERSON DIRECTORY

Peter Rahal

Peter Rahal appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
Language
20VCEN · 66 min

Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down

Harry StebbingsPeter Rahal

Figma's 250% IPO pop was supported by orders at 38, 39 and 40—not 98—leaving long-only investors above internal targets and exposing IPO pricing's structural cost.Cheap capital has shifted to public markets, but $400-600bn in annual AI capex versus $25-30bn of apps revenue and SMB AI's unresolved deployment bottleneck leave marginal players at risk.