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
195 episodes
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
E193: CoreWeave prices IPO at $19B valuation; eToro files for US IPO as commissions surge; Crusoe secures $225M to expand AI data centers; OpenAI targets $29.4B in 2026 revenue; Databricks and Anthropic strike enterprise AI deal; Flexport misses profit ta
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 insights, webinar replays<...
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Episode 193
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9:20
E192: Exits are back! Wiz, CoreWeave, Klarna; X raise at $44b! back to "par"; Perplexity, an AI app, at $18b
00:00 - Intro00:22 - Exits are back! Wiz, CoreWeave, Klarna11:34 - X raise at $44b! back to "par"33:11 - Perplexity, an AI app, at $18b
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Episode 192
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56:49
E191: Wiz acquired by Google for $32B in all-cash deal; CoreWeave IPO at $30B, down from $35B; X raises nearly $1B, back to Musk purchase price; Perplexity in talks to raise at $18B valuation; xAI joins $100B AI infrastructure partnership; Kraken acquires
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 insights, webinar replays0...
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Episode 191
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9:12
E190: Klarna's IPO is big for venture; Are you ready to give all your personal data to get a proper AI assistant?
00:25 - Klarna's IPO is Big For VentureThe team kicks off the episode with a deep dive into Klarna’s upcoming IPO, highlighting its strong financials and competitive position. Klarna reported $2.8 billion in 2024 revenue, up 23% from the pr...
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Episode 190
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31:11
E189: Klarna plans NYSE IPO at $15B valuation; Applied Intuition in talks for $15B valuation; Anysphere eyes $10B valuation after rapid ARR growth; Gemini confidentially files for IPO; CoreWeave signs $11.9B AI infrastructure deal with OpenAI; Moveworks a
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 insights, webinar replays0...
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Episode 189
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11:54
E188: Are AI Apps now investable?; Pre-IPO stocks that will never IPO?!; Are AI Platform valuations justifiable?
00:27 - Are AI Apps now investable?AI applications like Harvey ($3B valuation), Cursor ($10B), and Perplexity ($9B) may form a sub-asset class. They act as service providers, cutting operational costs (e.g., reducing law firm expenses by...
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Episode 188
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41:14
E187: CoreWeave prepares for $35B IPO after 737% revenue growth; Stripe hits $91.5B valuation in tender offer; OpenAI raises $40B at $300B valuation, partners with SoftBank; plus news from X, Thinking Machines, MrBeast, Shein, SpaceX, ByteDance, Ramp, Sa
01:19 - CoreWeave Prepares for $35B IPO After 737% Revenue Growth 04:00 - Stripe Hits $91.5B Valuation in Tender Offer 05:12 - OpenAI Raises $40B at $300B Valuation, Partners with SoftBank 07:59 - X Seeks $44B Valu...
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Episode 187
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25:40
E186: Beware of dilution (OpenAI, xAI, Figure); Figure's huge 780% increase to $39.5b; Anduril 2x to $28b
00:24 - The Capital Game! xAI Raising $10B at $75B Valuation, Maybe Higher? OpenAI raising $40b at $300b post … DILUTION!13:10 - Figure AI Raises $1.5B at $39.5B Valuation 17:21 - Anduril Doubles Valuation to $28B with $2.5B Raise...
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29:40
E185: xAI raising $10B at $75B valuation, maybe higher?; Figure AI raises $1.5B at $39.5B valuation; Anduril doubles valuation to $28B with $2.5B raise; Groq secures $1.5B contract from Saudi Aramco; Klarna plans April IPO at $15B valuation; Safe Superint
00:00 - Intro00:53 - xAI Raising $10B at $75B Valuation, Maybe Higher?02:21 - Figure AI Raises $1.5B at $39.5B Valuation 03:13 - Anduril Doubles Valuation to $28B with $2.5B Raise 04:01 - Groq Secures $1.5B Contract ...
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Episode 185
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12:04
E184: Klarna April IPO at $15b; Anduril raise at $28b; Groq crushing it w/ $1.5b Saudi deal
00:00 - Intro00:23 - Klarna April IPO at $15b06:33 - Anduril raise at $28b14:43 - Groq crushing it w/ $1.5b Saudi deal
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Episode 184
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23:52
E183: Deel valued at $12.6B after $300M secondary sale; Winklevoss’s Gemini crypto exchange eyes IPO; Neuralink expands human trials, valued at $8.7B; OpenAI secures $40B investment at $300B valuation; Thinking Machines Lab seeks $100M
FUNDS CLOSING MAR 7*: AG Dillon is closing six (6) pre-IPO stocks funds on Mar 7, 2025. Anduril, OpenAI, xAI, Groq, Figure AI, and a space economy company. Use these single stock funds to build bespoke pre-IPO stock portfolios. You select pre-I...
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Episode 183
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9:32
E182: Shein impacted by Trump tariffs; OpenAI o3, Operator, & Deep Research impress!
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Episode 182
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30:18
E181: OpenAI in talks for $40B raise at $300B valuation; Skild AI nears $4B valuation with $500M SoftBank investment; ElevenLabs raises $180M, triples valuation to $3.3B; X’s cash reserves drop 71% as bankers offload $3B in debt; Quince raises $120M as re
00:00 - Intro00:31 - OpenAI in Talks for $40B Raise at $300B Valuation 01:27 - Skild AI Nears $4B Valuation with $500M SoftBank Investment 02:10 - ElevenLabs Raises $180M, Triples Valuation to $3.3B 02:59 - X’s...
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Episode 181
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7:48
E180: DeepSeek shakes up AI stocks, Crypto pre-IPO stocks are back w/ Trump?, Huge $s going into data centers in 2025
00:00 - Intro00:27 - DeepSeek shakes up AI stocks17:27 - Crypto pre-IPO stocks are back with Trump?35:11 - Huge $s going into data centers in 2025
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Episode 180
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46:01
E179: OpenAI launches "Operator" for ChatGPT Pro; Together AI hits $3B valuation with $200M raise; ElevenLabs triples valuation to $3.3B in Series C; Phantom doubles valuation to $3B in Series C; Databricks secures $10B round, hits $64.9B valuation; Anthr
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 insights, webinar replays00:00 - ...
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Episode 179
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7:25
E178: Anduril plans $100M tender at $14B valuation; Rokt valued at $3.5B after secondary share sale; Harvey doubles valuation to $3B with $300M round; Shield AI partners with Palantir, targets $5B valuation; OpenAI partners with Axios for local journalism
NEW FUND ANNOUNCEMENT*: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for milita...
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Episode 178
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8:40
E177: TikTok US shutting down at $50b valuation?!; xAI launches Grok iOS app; Anthropic raise at $60b
00:00 - Intro00:16 - TikTok US shutting down at $50b valuation?!08:33 - xAI launches Grok iOS app18:00 - Anthropic raise at $60b
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Episode 177
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43:11
E176: Anthropic targets $60B valuation with $2B raise; Whatnot hits $4.97B valuation with $265M raise; xAI reaches $83B valuation, launches iOS app for Grok; SandboxAQ raises $300M at $5.6B valuation; Wiz prepares for IPO, valued at $20.5B; Cohere launche
NEW FUND ANNOUNCEMENT*: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for milita...
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Episode 176
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11:32
E175: OpenAI what does AGI mean for profits?, Anduril to crush incumbent defense primes, Vultr raise
00:00 - Intro00:26 - OpenAI to hit AGI in 2025, per Altman. What is the revenue implications of AGI and how much incremental is that vs agents?17:32 - Anduril, Palantir, SpaceX, + others are going to run circles are incumbent defense pr...
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Episode 175
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35:42
E174: Perplexity AI reaches $9B valuation with rapid growth; Databricks hits $62B valuation after $10B funding round; Chime prepares for 2025 IPO with $8.6B valuation; Oura valued at $5.2B after $200M Series D; Vultr raises $333M at $3.5B valuation in fir
00:00 - Intro00:07 - Perplexity AI Reaches $9B Valuation with Rapid Growth01:20 - Databricks Hits $62B Valuation After $10B Funding Round02:33 - Chime Prepares for 2025 IPO with $8.6B Valuation03:50 - Oura Valued at $5.2B After ...
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Episode 174
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11:23