TP12: Top Tier's Sean Engel 🎯 | AI Bubble? 🎈 | Data Centers 🏗️ | Kraken 💰

trading places · Nov 19, 2025 · 1h 23m · transcript

Episode 12 of the @TradingPlacesPod featuring Sean Engel from Top Tier Capital Partners is out now!

This week: Are we in an AI bubble (again)? Data center capacity constraints meet infinite hyperscaler ambition, SoftBank sells Nvidia (again!) to bet on OpenAI, and venture secondaries are the new must-have strategy for every LP trying to escape the 15-year fund cycle.

00:00 - cold open/intro

00:53 - [ tech & vc news ]

01:01 - 2025 IPO roundup

02:00 - IPOs: Klook, Pine Labs, Groww

06:56 - Indian IPO market

07:57 - AI datacenter growth (6 charts)

15:54 - China solar growth (4 charts)

16:45 -…