Description

This week on New Wave Weekly:

👉 Einride’s $1.8B IPO: A look inside the price

The Swedish freight-tech giant is heading to the NYSE via SPAC at a 40× revenue multiple. Is the market ready for a Tesla-for-freight, or is this déjà vu of the SPAC boom?

👉 Vertical integration vs. “just pick a lane”

Einride builds hardware, software, autonomous systems, logistics optimization, everything. Too much stack risk, or the only way to make TCO work in freight?

👉 Europe’s climate champions keep listing abroad

Another European climate-tech leader chooses the US public markets. What does this say about the European markets and the long-awaited EU-INC?

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Wave Makers:

Craig Douglas - World Fund

Julia Attwood - Sightline Climate

Hampus Jakobsson - Pale Blue Dot

Hugo Rauch - New Wave

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com