S-1.space

SEC EDGAR · Form S-1 · An annotated archive

Every IPO begins with a confession.

Before a company sells you shares, it must tell you everything that could go wrong — in writing, under oath, on the public record. This is an archive of those documents: the pitch, the warnings, and — with hindsight — which of them came true. Every claim links back to the original filing on sec.gov.

21 companies · every quote sourced · updated from EDGAR

The filings


SpaceX SPCX · Aerospace · 2026

The largest IPO in history: rockets, Starlink, and a $1.75 trillion ask, priced June 2026.

+5% vs IPO
Reddit RDDT · Social Media · 2024

Warned its own users might sabotage the platform; sold them IPO shares anyway.

+350% vs IPO
Instacart CART · Consumer Marketplace · 2023

Grocery delivery firm that IPO'd at a quarter of its peak private valuation.

+69% vs IPO
Rivian RIVN · Automotive / EV · 2021

EV maker that IPO'd to a $100B+ valuation with almost no revenue.

-79% vs IPO
Robinhood HOOD · Fintech · 2021

Zero-commission brokerage that warned its main revenue source might be outlawed.

+174% vs IPO
Coinbase COIN · Crypto / Fintech · 2021

Crypto exchange whose S-1 tied its fate explicitly to crypto price cycles.

-29% vs IPO
Airbnb ABNB · Travel · 2020

Home-sharing marketplace that filed mid-pandemic after its revenue collapsed.

+179% vs IPO
DoorDash DASH · Consumer Marketplace · 2020

Food delivery leader that went public at the height of pandemic demand.

+132% vs IPO
Snowflake SNOW · Enterprise Software · 2020

Cloud data warehouse that priced the largest software IPO ever at the time.

+173% vs IPO
Casper CSPR · Consumer / DTC · 2020

The DTC mattress company that punctured the direct-to-consumer IPO narrative.

delisted Acquired at $6.9 (-43%)
Peloton PTON · Consumer Hardware · 2019

Connected fitness company whose pandemic boom and bust both exceeded its own scenarios.

-81% vs IPO
Datadog DDOG · Enterprise Software · 2019

Monitoring and observability platform that turned down a Cisco acquisition to IPO.

+778% vs IPO
WeWork Real Estate / Office · 2019

The canonical cautionary S-1: filed at a $47B private valuation, withdrawn in six weeks.

never traded S-1 withdrawn
CrowdStrike CRWD · Cybersecurity · 2019

Cloud-native endpoint security vendor; one of the decade's best IPO outcomes.

+542% vs IPO
Uber UBER · Consumer Marketplace · 2019

Ride-hailing giant that told investors it might never be profitable.

+75% vs IPO
Beyond Meat BYND · Consumer / Food · 2019

Plant-based meat maker with the best first-day pop since 2000 — then a long decline.

-45% vs IPO
Zoom ZM · Enterprise Software · 2019

Rare profitable software IPO, one year before the pandemic made it a verb.

+173% vs IPO
Lyft LYFT · Consumer Marketplace · 2019

Beat Uber to market by six weeks; the stock never saw its IPO price again.

-75% vs IPO
Snap SNAP · Social Media · 2017

First IPO to sell shares with zero voting rights, and said so plainly.

-68% vs IPO
Twitter TWTR · Social Media · 2013

Warned it depended on ad revenue and user growth it couldn't guarantee; sold to Musk nine years later.

delisted Acquired at $54.2 (+109%)
Facebook META · Social Media · 2012

Warned it made almost no money on mobile. That risk materialized, then it fixed it.

+1421% vs IPO

Still private

No S-1 exists for these yet. When one hits EDGAR, it gets a page within the day.


OpenAI AI · no filing on record

Confidentially filed a draft S-1 with the SEC on May 22, 2026, but has said it may wait until 2027 to list. No public prospectus on EDGAR yet — the page activates the day one appears.

watching EDGAR for: OpenAI · OpenAI Global · OpenAI Holdings

Anthropic AI · no filing on record

Confidentially submitted a draft S-1 on June 1, 2026, after a Series H at a $965B valuation. The public prospectus is expected imminently; a Nasdaq debut is reported as possible in late 2026.

watching EDGAR for: Anthropic · Anthropic PBC