This Week in Pre-IPO Stocks
AG Dillon & Co
This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.
Episodes
E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments approved in 25 or 50 states; OpenAI cuts data deal with Financial Times; Anthropic launches mobile appMay 03, 2024
E116: Tiktok US to have a $152b valuation, xAI raising $6b at $18b valuation, X/Twitter to launch TV app, Flexport wins Shein business, Stripe tech to accept stablecoin payments, Anduril wins another govt contract (unmanned jets)April 26, 2024
E115: Mistral AI up $3b in 4 months, Revolut $25.7b valuation by Schroders, Rippling/Ramp new rounds higher vs secondary valuationsApril 24, 2024
E114: Rippling raises at $13.4b, Ramp raises at $7.6b, Klarna’s new US credit card, AI clones in Hollywood, Mistral raises at $5b, Anduril autonomous submarine for Australia Navy, Revolut changes bank partners in US April 19, 2024
E113: Stripe $694m tender, Klarna $40m annual expense savings using AI, No diversification without pre-IPO stocksApril 17, 2024
E112: OpenAI extends $86b tender, ByteDance/TikTok stock buyback!, Humane AI Pin officially launches, Revolut’s India regulatory approvalApril 15, 2024
E111: Musk's xAI $18b valuation; $1b raise for AI "phones" from Ive/Altman; Klarna says BNPL better vs credit cards; Rubrik IPO prospectsApril 09, 2024
E110: Rubrik IPO, $5.7b valuation; OpenAI 600,000 business users; SpaceX Starship test #4 in early May; Starlink going live in Indonesia; Mexico approves Revolut Bank; Anduril wins US Army mandate; Klarna better vs credit cards! | Pre-IPO Stock Market UpdApril 05, 2024
E109: Discord ads!, $600m rev, $5.2b val, 8.7x rev multiple; Shein IPO, $2b profit, $45b rev, $66b val, 1.5x rev multiple; Kraken a buy?April 02, 2024
E108: Scale AI $13 valuation, Cohere $5b valuation, Amazon $4b total into Anthropic, $26b Canva buys Affinity, xAI launches Grok-1.5, +2.65% 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update – Mar 29, 2024March 29, 2024
E107: Chime to IPO in 2025!, $16b CoreWeave valuation?!, Boom(planes) successful test flightMarch 27, 2024
E105: Stripe attractive at $65b valuation (3.8x revenue multiple), Telegram is a hard no at $30b valuation, Should ByteDance investors be rooting for a forced TikTok US divesture?March 19, 2024
E104: Stripe 2024 revenue at $17b?, only 3.8x multiple!; Telegram’s $30b valuation!; SpaceX Starship successful 3rd test-flight; Tiktok US at $153b valuation if standalone biz? | Pre-IPO Stock Market Update – Mar 15, 2024March 15, 2024
E103: Ripple's XRP up 20% last week, Buy Ripple the company or XRP (Ripple's crypto token)? X competing directly YouTube with new TV apps, X to be a distribution platform for independent content creators (news focus?), AI investor demand is stronger than March 15, 2024
E102: IPOs return in 2024?, $1.5 trillion Starlink valuation, MStanley Wealth’s new pre-IPO stock trading desk, X debt restructuring, Monzo’s $5b valuation, Revolut+Consensys Metamask product, Apple kills Epic Games in EU, Webull $7.3b SPAC deal | Pre-IPOMarch 15, 2024
E101: Investment case for Klarna, Investment case for Deel, Clint's new book "The Smooth Ride Portfolio" | Clint Sorenson, Aaron Dillon ... Nick Fusco and Evan Cohen have the week offMarch 15, 2024
E100: Stripe’s $65b valuation, Klarna’s $20b IPO?!, Klarna replaces 700 humans w/ OpenAI, Figure(robots) raise $675m from Bezos/others, Deel acquires Zavvy | Pre-IPO Stock Market Update – Mar 1, 2024March 01, 2024
E99: Buy the Reddit IPO?, ScaleAI investment case, Anthropic $18b valuation w/ a ton of FTX 2ndariesMarch 01, 2024
E98: Human controls computer with brain via Neuralink, Reddit sells data to AI shop for $60m/yr, China’s Moonshot AI raises $1b, Astera Labs’ IPO at $116m revenue + $4b valuation, SpaceX won $1.8b US military contract in 2021 | Pre-IPO Stock Market UpdateFebruary 23, 2024
E97: $100b OpenAI valuation justified?, X becoming the everything app?, Will robotics solve the US housing crisis?February 20, 2024
E96: OpenAI hits $2b in run rate revenue, launches Google Search competitor, launches Hollywood movie/tv killer; Canva CFO resigns ahead of IPO; X and MrBeast ad partnership, X locks sports betting deal with BetMGM; Musk’s SpaceX and Neuralink leave DelawFebruary 16, 2024
E95: Epic Games' $1.5b from Disney, $7T Altman raise!, Mag7 dominates VC investing, Apple Vision ProFebruary 14, 2024
E94: Epic Games takes $1.5b from Disney, Adam Neumann aims to “buy back” WeWork, ByteDance’s CapCut to drive AI innovation, Buy Now Pay Later moving to subscriptions, FTX’s $1.4b Anthropic stake, Databricks 4th acquisition in last 1yr, Hugging Face partneFebruary 09, 2024
E92: Neuralink implants computer chip in human brain, FTX to make creditors whole!, Astera Labs $4b IPO in Mar 2024, Apple Vision Pro + AR and photorealistic avatars | Pre-IPO Stock Market Update – Feb 2, 2024February 02, 2024
E91: xAI raising $6b at $20 valuation or not?; Chime at $16b, +185% above 2ndary market valuation?; Lightspeed continuation fund sign of 2ndary market maturation | Pre-IPO Stock Podcast – Jan 29, 2024 | Clint Sorenson, Nick Fusco, Aaron DillonJanuary 30, 2024