Carmen Reinicke

speaker

354 appearances 17 recordings 1 series first heard Nov 2025 last heard 8 Sep

Carmen Reinicke’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 6.

Appearances

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Bloomberg Tech · Anthropic Looks to Buy Decart for $6 Billion · 13 Aug 2026 podcast

Although going through the first one, it seems like investors didn't have a ton to worry about.

We saw pressure heading into the lockup, especially with Wednesday's earnings report sort of coinciding right ahead of when those shares did lock up, but that ended up being the low for the stock for now.

The next day shares jumped and they rallied 35% over the next five days.

We're seeing a little bit of selling pressure today, but that's pretty expected after a 10% jump that we saw yesterday on that Grok bot news.

So a lot of strength here.

I think it gave investors some confidence that there wasn't a lot of selling with that first lockup.

It was the biggest one that we'll see, and it was more shares sort of coming online than even actually in the IPO.

So a very good sort of first hurdle, as investors have said, for the

stock but more pressure coming up in one week we get the next lock up expiration.

Yes, you're right.

So about a year after the IPO is when that happens and then sort of all of the available shares will come online and will have the total float.

you know, for everyone to trade and we'll see what happens.

I mean the first year of trading post IPO is so volatile and we know that there are often large drawdowns.

I mean SpaceX has has already seen a huge drawdown, you know, over a trillion dollars in market value lost from you know the top a few days after the IPO through last week's bottom.

Lots of volatility here is to be expected continuing and I think we're gonna see it in the year to come.

I think those are of paramount importance, right?

We know that so much of what investors are looking at here is that future bid, right?

It's Elon's vision.

And so if you're a bull, that's what you're focused on.

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