This Week in Pre-IPO Stocks
Episodes
252 episodes
E255: Anthropic $30B revenue, 3x in 3 months!; Perplexity $500M ARR, 2x in 1 month; Revolut $9B in revenue; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:51 - Anthropic Crosses $30B ARR as Revenue Triples in Three Months01:51 ...
E254: SpaceX IPO now at $2.0T; Tether larger vs JPM?!; Supabase 2x to $10B; + more
** For various reasons ... I used HeyGen to create the video and audio file this week. Text-to-video/audio. I don't like the results. If anyone has tips on how to improve this AI output please reach out. I'm keen to learn here. **Invest ...
E253: Reflection AI at $25B, +213%; Shield AI’s $12.7 valuation; Physical Intelligence at $11B in 4 months; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:46 - Reflection AI Hits a $25B Price Tag in Nvidia’s Open Model Push01:4...
E252: Vast Data $30B valuation, +229%; Kalshi $22B valuation, +2x; Mastercard buys BVNK; Canva signals 2027 IPO; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:49 - Vast Data rockets to $30B after a $1B raise and a +229.7% valuation jum...
E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:47 - Cursor’s $50B Round Would Cement AI Coding’s New Heavyweight01:43 -...
E250: SpaceX IPO at $1.75T; Anduril $4.3B 2026F revenue; Together $8.5B round; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T01:50 - SpaceX Moves to Wip...
E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:51 - Stripe Initiates $159B Tender01:29 - Stripe Annual Letter Shows Sca...
E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:02 - AG Dillon Funds closing on Mar 31, 202600:51 - OpenAI Financials $2...
E247: OpenClaw … WHAT?!; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:15 - OpenClaw Own the Memory File Thesis02:37 - Anthropic $30B Series G,...
E246: SpaceX acquires xAI, now $1.473T in secondary market; Waymo at $116B, +14% vs last round; ElevenLabs at $11B, $330M ARR; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - SpaceX Acquires xAI at a $1.25T Combined Valuation01:39 - SpaceX Se...
E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Decagon’s $250M Round Triples Valuation to $4.5B01:17 - xAI Gets $2...
E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A01:29 - Ru...
E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - Cerebras Eyes $23B Post-Money as IPO Nears00:55 - Cerebras Lands $1...
E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - xAI Lands a Massive $20B Round, $230B Valuation01:22 - xAI Financia...
E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:06 - SpaceX Tender Offer & IPO Plans00:43 - SpaceX Revenue Outlook
E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:06 - Databricks $134B Primary at 32x 2025E Sales02:20 - Revolut $75B Tender (+56% vs Aug 2...
E239: AI Giants Surge: Anthropic $350B, xAI $230B, Databricks $130B+, Ramp $32B, Kraken $20B, Kalshi $11B, Suno $2.45B, more
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - Anthropic Mega-Scale Infra + $350B Valuation Surge01:44 - xAI $15B ...
E238: Thinking Machines eyes $60B valuation; Cursor locks $29.3B valuation; Blue Origin lands first rocket booster; Raises from Clio, Skims, Scribe, WisdomAI, Wonderful
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Thinking Machines Lab Eyes $50-60B Post-Money Valuation01:00 - Anysp...
E237: Tether $20b buyback!; Ripple $500m raise at $40b valuation; Crusoe tender at $13b valuation; Anthropic forecasting $70b in annual revenue; SpaceX Starlink at 8m customers; AI legal Harvey raises at $8b val | AG Dillon & Co Pre-IPO Stock Research – N
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.00:00 - Intro00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition01:05 - Ripple $500M Raise at $40B Val...
E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative m
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.00:00 - Intro00:08 - Mercor $350M Series C Quintuples Valuation to $10B Amid AI Data Pivot01:47 - OpenAI R...
E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med
00:00 - Intro00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling04:...
E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian qu
00:00 - Intro00:08 - Anysphere $1B Raise Talks at $27B Valuation Amid AI Coding Boom01:07 - Deel $300M Series E at $17.3B Valuation Fuels $1.2B ARR Growth02:31 - Oura $900M Series E Doubles Valuation to $11B on 5.5M Ring Sales04...
E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stake
Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.00:08 - xAI $20B GPU Financing Structure Nears Close01:42 - Reflection AI Raises $2B Round Builds Open-Source ...
E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black Fore
00:00 - Intro01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026?05:23 - Ce...
E231: Tether's $500B valuation; OpenAI-Nvidia $100B AI powerhouse deal; Stripe buyback at $106.7B; TikTok US valuation at only $14B!; Fermi's $13B IPO for AI data center energy; 1X robotics' $10B+ valuation; Anthropic for Microsoft AI Copilot; Databricks-
00:00 - Intro00:08 - Tether's $500B Valuation00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal02:10 - Stripe BuyBack at $106.7B02:48 - TikTok US Valuation at Only $14B!03:45 - Fermi's $13B IPO for AI Data Center Energy04:18...