This Week in Pre-IPO Stocks
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
215 episodes
E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on
00:00 - Intro00:52 - Figma Surges 250% on NYSE Debut to $56b02:10 - Anthropic Triples Valuation to $170b in New Round03:01 - Ramp Jumps 40% to $22.5b in 45 Days04:23 - iCapital Raises $820m to $7.5b Valuation05:28 - BitGo Fi...
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Episode 218
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17:00
E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b
CHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary m...
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Episode 217
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37:02
E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf
00:00 - Intro00:53 - Anthropic Targets $100B Valuation02:21 - Anthropic Launches Claude 4 Financial Tools03:20 - Thinking Machines Raises $2B at $12B Valuation04:58 - OpenEvidence Secures $210M at $3.5B Valuation07:11 - Xten...
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Episode 216
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15:26
E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?
00:00 – Aquihires in AI: A better form of M&A?13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech?26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?)41:39 - Electricity as Commodity: Does anyone ...
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Episode 215
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48:38
E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok 4 at PhD-level smarts; X's Yaccarino exits after X m
00:00 - Intro00:55 - SpaceX Soars to $400B Valuation01:46 - Revolut Banks on $65B Valuation Boost02:37 - Groq Chips In at $6B Valuation03:42 - Mistral AI Storms to $1B+ Raise04:41 - Harmonic AI Tunes Up to $875M Valuation
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Episode 214
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14:22
E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors?
00:00 – Groq is the private market Nvidia? 07:24 – Figma’s IPO a buy? 13:30 – Robinhood’s pre-IPO stock tokenization legal and good for investors?PARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO sec...
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Episode 213
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26:53
E212: Josh Brown, Michael Batnick, and Aaron Dillon talk 2H 2025 IPOs, pre-IPO stocks to watch, dynamics of the private stock market
The Compound is a go to source of financial news and insights for me on a weekly basis. What Are Your Thoughts on Tuesdays, Animal Spirits on Wednesdays, and The Compound and Friends on Friday. Incredible insights from Josh, Michael, and Ben Ca...
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Episode 212
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22:18
E211: Harvey disrupting the law firm industry, or driving it to new revenue levels?; Wealthfront a buy post-IPO?; Prediction markets a business with staying power?
00:00 - Harvey disrupting the law firm industry, or driving it to new revenue levels?15:41 - Wealthfront a buy post-IPO?24:45 - Prediction markets a business with staying power?
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Episode 211
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32:27
E210: Harvey eyes $5B primary valuation amid legal AI surge; Wealthfront preps IPO after strong $290M revenue; Snyk acquires Invariant to secure AI risks; PlayAI in acquisition talks with Meta; OpenAI and Microsoft clash over AGI clause; Kalshi hits $2B p
00:00 - Intro00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge01:58 - Wealthfront Preps IPO After Strong $290M Revenue02:42 - Snyk Acquires Invariant to Secure AI Risks03:47 - PlayAI In Acquisition Talks With Meta
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Episode 210
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8:40
E209: OpenAI proposes Microsoft own 33% equity in for-profit transition; Cluely records everything you see, say, and hear; Canva secondary deal at $37b valuation; What is Scale’s secondary valuation post-Meta deal?
00:00 - Intro00:39 – OpenAI proposes Microsoft own 33% equity in for-profit transition11:10 – Cluely records everything you see, say, and hear25:32 – Canva secondary deal at $37b valuation 31:54 – What is Scale’s secondary ...
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Episode 209
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38:18
E208: OpenAI strikes defense deal, hits $314B in secondaries; OpenAI-Microsoft standoff over equity, revenue, IP, and AGI; xAI burns billions, seeks $9.3B more amid $121B valuation; Anysphere doubles valuation weeks after raise; Genius Act sets stage for
00:00 - Intro00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation04:13 - Anysphere Dou...
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Episode 208
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11:05
E207: Meta buys Scale 49% of Scale AI; Ramp raises at $16b; AI app, Glean, raises at $7.2b
00:00 - Intro00:40 – Meta buys 49% of Scale AI11:19 – Ramp raises at $16b24:11 – AI app, Glean, raises at $7.2b
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Episode 207
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41:50
E206: Scale AI gets $14.3B from Meta, hits $29B valuation; Starlink doubles subs to 6M, adds 100K in Africa; SpaceX expands Starship launch capacity in Florida; Databricks adds Google Gemini, hits $72.8B valuation; Perplexity partners with Nvidia, eyes $1
00:00 - Intro00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation02:03 - Starlink doubles subs to 6M, adds 100K in Africa03:22 - SpaceX expands Starship launch capacity in Florida04:08 - Databricks adds Google Gemini, hit...
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Episode 206
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10:15
E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI
00:00 - Intro00:46 - AI teaching our kids, Alpha School (Texas)23:48 - Circle IPO a huge success35:55 - Meta’s $10b investment into Scale AI
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Episode 205
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46:15
E204: Musk's political bets pay off; Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses); AI Apps the next huge investment opportunity?
00:00 - Intro00:46 - Musk's political bets pay off08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses)22:42 - AI Apps the next huge investment opportunity?
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Episode 204
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56:31
E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks
00:00 - Intro00:29 - OpenAI & Microsoft closer to deal10:58 - Wonder is no bueno?22:02 - Function Health, wearables + pre-IPO health stocks
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Episode 203
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41:29
E202: SpaceX cleared for 25 Starship launches at Starbase; Wonder raises $600M at $7B+ valuation; Function Health seeks $2B valuation after Ezra deal; OpenAI seeks to restructure Microsoft deal; OpenAI appoints Instacart CEO to lead applications division;
00:00 - Intro00:07 - SpaceX Cleared for 25 Starship Launches at Starbase00:58 - Wonder Raises $600M at $7B+ Valuation01:46 - Function Health Seeks $2B Valuation After Ezra Deal02:38 - OpenAI Seeks to Restructure Microsoft Deal
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Episode 202
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8:55
E201: eToro IPO is happening!; Starlink winning in Africa, Congo approval; Epic wins vs Apple, Fortnite back on iOS; Nick in Omaha for Warren Buffett
00:00 - Intro00:21 - Nick in Omaha for Warren Buffett13:14 - eToro IPO is happening!19:09 - Epic wins vs Apple, Fortnite back on iOS28:52 - Starlink winning in Africa, Congo approval
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Episode 201
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52:31
E200: Neuralink raises $500M at $9B valuation; Discord appoints new CEO amid IPO speculation; Last of X debt sold by MStanley; Glean raises at $7B valuation as ARR tops $100M; Anthropic adds Claude features, projects $34.5B revenue by 2027; Epic Games win
00:00 - Intro00:07 - Neuralink Raises $500M at $9B Valuation01:01 - Discord Appoints New CEO Amid IPO Speculation01:52 - Last of X debt sold by MStanley03:01 - Glean Raises at $7B Valuation as ARR Tops $100M03:43 - Anthropic...
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Episode 200
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6:33
E199: Revolut is killing it!; Shein + tariff impact; Autonomous driving regulation
00:00 - Intro00:21 - Revolut is killing it!15:16 - Shein + tariff impact24:21 - Autonomous driving regulation
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Episode 199
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41:25
E198: Buyer of Rippling at $16b?; Figma IPO at $21b?; Humanoid robots run marathon
00:00 - Intro00:24 - Buyer of Rippling at $16b?08:00 - Figma IPO at $21b?21:29 - Humanoid robots run marathon
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Episode 198
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36:58
E197: Are you a buyer of Safe Superintelligence at $33b, Thinking Machines at $10b; Pre-IPO opportunities from tariffs
00:00 - Intro00:39 - Safe Superintelligence, Thinking Machines15:44 - Tariff opportunities
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Episode 197
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38:08
E196: Thinking Machines targets $10B valuation with $2B seed round; ByteDance revenue hits $155B in 2024; Anysphere(Cursor) revenue quadruples, eyes $10B valuation; Nuro raises $106M at $6B valuation; Base Power raises $200M to scale affordable home batte
Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights00:00 - Intro00:08 - T...
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Episode 196
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13:52
E195: TARIFFS! [1] Pre-IPO stock opportunities, [2] Opportunities w/ Protectionism, [3] Opportunities w/ Manufacturing (robotics?)
00:21 - Navigating pre-IPO stock opportunity in a shifting market17:00 - Protectionism’s impact on pre-IPO stocks34:00 - Embracing efficiency: AI, automation, and the future of work
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Episode 195
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50:56
E194: CoreWeave IPO disappointing; Model Context Protocol great for AI agents; AI App Cursor $9.6b valuation
00:00 - Intro00:22 - CoreWeave IPO disappointing13:53 - Model Context Protocol great for AI agents27:15 - AI App Cursor $9.6b valuation42:13 - Respect to Musk taking care of his X shareholders with xAI deal
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Episode 194
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51:51