Episode
Lime’s S-1 Breakdown: The $1.8B Scooter IPO
- Podcast
- Run the Numbers
- Published
- Jun 25, 2026
- Duration seconds
- 2597
- Processing state
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Summary
In this episode of Run the Numbers, CJ breaks down Lime’s S-1 as the scooter company heads toward the public markets. He gets into the $1.8B valuation, Wayne Ting’s turnaround playbook, Lime’s unit economics, the post-Covid recovery, and the debt wall that may be forcing the IPO window open. — SPONSORS: SpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cj Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metrics Aleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.com Rillet is an AI-native ERP built for…