Send us a text 00:00 - Intro 00:53 - Anthropic Targets $100B Valuation 02:21 - Anthropic Launches Claude 4 Financial Tools 03:20 - Thinking Machines Raises $2B at $12B Valuation 04:58 - OpenEvidence Secures $210M at $3.5B Valuation 07:11 - Xtend Adds $30M to Reach $100M Total Funding 09:10 - Cognition Acquires Windsurf with $82M ARR 11:12 - Via Files IPO with $326.6M Projected Revenue 12:13 - Polymarket Clears Probes After $3.6B Election Bets 13:00 - xAI Wins $200M DoD Contract at $121.1B Valuat...
Jul 17, 2025•15 min•Ep. 216
Send us a text 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 have a guy? Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @...
Jul 15, 2025•49 min•Ep. 215
Send us a text 00:00 - Intro 00:55 - SpaceX Soars to $400B Valuation 01:46 - Revolut Banks on $65B Valuation Boost 02:37 - Groq Chips In at $6B Valuation 03:42 - Mistral AI Storms to $1B+ Raise 04:41 - Harmonic AI Tunes Up to $875M Valuation 05:36 - xAI Unleashes Grok 4 at PhD-Level Smarts 07:32 - X's Yaccarino Exits After X Merger 08:19 - Perplexity AI Launces Browser 09:37 - OpenAI Browser?, Competes With Chrome 10:48 - Shein Threads $50B IPO Hurdles 11:51 - Epic Games Levels Up Antitrust Vict...
Jul 11, 2025•14 min•Ep. 214
Send us a text 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? PARTICIPANTS Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …LinkedIn - www.linkedin.com/in/evcohen Clint Sorenson = Chief Investment Offi...
Jul 08, 2025•27 min•Ep. 213
Send us a text 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 Carlson. I highly recommend a Youtube subscribe at https://www.youtube.com/@TheCompoundNews . In this discussion… The IPO market has reopened with strong momentum, marked by blockbuster debuts from companies like CoreWeave and Circle. Circle b...
Jul 02, 2025•22 min•Ep. 212
Send us a text 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?
Jul 01, 2025•32 min•Ep. 211
Send us a text 00:00 - Intro 00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge 01:58 - Wealthfront Preps IPO After Strong $290M Revenue 02:42 - Snyk Acquires Invariant to Secure AI Risks 03:47 - PlayAI In Acquisition Talks With Meta 04:46 - OpenAI and Microsoft Clash Over AGI Clause 06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins 07:00 - Polymarket Nears $1B Valuation With $200M Raise 07:49 - Melio Acquired by Xero at $2.5B...
Jun 27, 2025•9 min•Ep. 210
Send us a text 00:00 - Intro 00:39 – OpenAI proposes Microsoft own 33% equity in for-profit transition 11:10 – Cluely records everything you see, say, and hear 25:32 – Canva secondary deal at $37b valuation 31:54 – What is Scale’s secondary valuation post-Meta deal?
Jun 24, 2025•38 min•Ep. 209
Send us a text 00:00 - Intro 00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries 01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI 03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation 04:13 - Anysphere Doubles Valuation Weeks After Raise 05:30 - GENIUS Act Sets Stage for Stablecoin Innovation 06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play 07:58 - Scale AI Pivots After Losing OpenAI, Potentially Google 09:07 - Revolut Builds AI Financial Ass...
Jun 20, 2025•11 min•Ep. 208
Send us a text 00:00 - Intro 00:40 – Meta buys 49% of Scale AI 11:19 – Ramp raises at $16b 24:11 – AI app, Glean, raises at $7.2b
Jun 17, 2025•42 min•Ep. 207
Send us a text 00:00 - Intro 00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation 02:03 - Starlink doubles subs to 6M, adds 100K in Africa 03:22 - SpaceX expands Starship launch capacity in Florida 04:08 - Databricks adds Google Gemini, hits $72.8B valuation 05:09 - Perplexity partners with Nvidia, eyes $14B raise 06:08 - Glean raises $150M at $7.2B valuation 07:13 - Mistral hits $6B valuation, expands sovereign AI reach 08:32 - Gecko Robotics doubles to $1.25B valuation 09:28 - Bullish f...
Jun 13, 2025•10 min•Ep. 206
Send us a text 00:00 - Intro 00:46 - AI teaching our kids, Alpha School (Texas) 23:48 - Circle IPO a huge success 35:55 - Meta’s $10b investment into Scale AI
Jun 10, 2025•46 min•Ep. 205
Send us a text 00:00 - Intro 00:46 - Musk's political bets pay off 08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses) 22:42 - AI Apps the next huge investment opportunity?
Jun 03, 2025•57 min•Ep. 204
Send us a text 00:00 - Intro 00:29 - OpenAI & Microsoft closer to deal 10:58 - Wonder is no bueno? 22:02 - Function Health, wearables + pre-IPO health stocks
May 13, 2025•41 min•Ep. 203
Send us a text 00:00 - Intro 00:07 - SpaceX Cleared for 25 Starship Launches at Starbase 00:58 - Wonder Raises $600M at $7B+ Valuation 01:46 - Function Health Seeks $2B Valuation After Ezra Deal 02:38 - OpenAI Seeks to Restructure Microsoft Deal 03:51 - OpenAI Appoints Instacart CEO to Lead Applications Division 05:26 - Stargate Plans $500B Global AI Data Center Expansion 06:35 - Whoop Launches 5.0 and Medical Grade Devices 07:50 - Klarna Gains from Regulatory Rollback...
May 09, 2025•9 min•Ep. 202
Send us a text 00:00 - Intro 00:21 - Nick in Omaha for Warren Buffett 13:14 - eToro IPO is happening! 19:09 - Epic wins vs Apple, Fortnite back on iOS 28:52 - Starlink winning in Africa, Congo approval
May 06, 2025•53 min•Ep. 201
Send us a text 00:00 - Intro 00:07 - Neuralink Raises $500M at $9B Valuation 01:01 - Discord Appoints New CEO Amid IPO Speculation 01:52 - Last of X debt sold by MStanley 03:01 - Glean Raises at $7B Valuation as ARR Tops $100M 03:43 - Anthropic Adds Claude Features, Projects $34.5B Revenue by 2027 04:37 - Epic Games Wins Against Apple, Returns to iOS App Store 05:37 - Stripe Enables iOS Developers to Bypass Apple’s 30% Fee...
May 02, 2025•7 min•Ep. 200
Send us a text 00:00 - Intro 00:21 - Revolut is killing it! 15:16 - Shein + tariff impact 24:21 - Autonomous driving regulation
Apr 29, 2025•41 min•Ep. 199
Send us a text 00:00 - Intro 00:24 - Buyer of Rippling at $16b? 08:00 - Figma IPO at $21b? 21:29 - Humanoid robots run marathon
Apr 22, 2025•37 min•Ep. 198
Send us a text 00:00 - Intro 00:39 - Safe Superintelligence, Thinking Machines 15:44 - Tariff opportunities
Apr 15, 2025•38 min•Ep. 197
Send us a text 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 00:00 - Intro 00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round 01:12 - ByteDance Revenue Hits $155B; Valuation Diverges 02:15 - Anysphere Revenue Quadruples; Eyes $10B Valuation 03:01 - Nuro Raises $106M at $6B Valuation 03:51 - Base Power Raises $200M to Sca...
Apr 11, 2025•14 min•Ep. 196
Send us a text 00:21 - Navigating pre-IPO stock opportunity in a shifting market 17:00 - Protectionism’s impact on pre-IPO stocks 34:00 - Embracing efficiency: AI, automation, and the future of work
Apr 08, 2025•51 min•Ep. 195
Send us a text 00:00 - Intro 00:22 - CoreWeave IPO disappointing 13:53 - Model Context Protocol great for AI agents 27:15 - AI App Cursor $9.6b valuation 42:13 - Respect to Musk taking care of his X shareholders with xAI deal
Apr 04, 2025•52 min•Ep. 194
Send us a text 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 00:00 - Intro 00:07 - CoreWeave Prices IPO at $19B Valuation 01:18 - eToro Files for US IPO as Commissions Surge 02:07 - Crusoe Secures $225M to Expand AI Data Centers 03:15 - OpenAI Targets $29.4B in 2026 Revenue 05:43 - Databricks and Anthropic Strike Enterpri...
Mar 28, 2025•9 min•Ep. 193
Send us a text 00:00 - Intro 00:22 - Exits are back! Wiz, CoreWeave, Klarna 11:34 - X raise at $44b! back to "par" 33:11 - Perplexity, an AI app, at $18b
Mar 26, 2025•57 min•Ep. 192
Send us a text 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 00:00 - Intro 00:08 - Wiz Acquired by Google for $32B in All-Cash Deal 01:17 - CoreWeave IPO at $30B, Down From $35B 02:53 - X Raises Nearly $1B, Back to Musk Purchase Price 03:53 - Perplexity in Talks to Raise at $18B Valuation 04:37 - xAI Joins $100B AI Infras...
Mar 21, 2025•9 min•Ep. 191
Send us a text 00:25 - Klarna's IPO is Big For Venture The 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 previous year, with net income reaching $232 million — a 108% increase. The company also processed $105 billion in gross merchandise volume, reflecting a 98% jump. Klarna now boasts 93 million active customers and 675,000 merchants, with a major ...
Mar 18, 2025•31 min•Ep. 190
Send us a text 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 00:00 - Intro 00:08 - Klarna Plans NYSE IPO at $15B Valuation 01:27 - Applied Intuition in Talks for $15B Valuation 02:36 - Anysphere Eyes $10B Valuation After Rapid ARR Growth 03:11 - Gemini Confidentially Files for IPO 03:55 - CoreWeave Signs $11.9B AI Infrast...
Mar 15, 2025•12 min•Ep. 189
Send us a text 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 30-50%), but face risks from AI platforms like OpenAI encroaching unless they secure proprietary data or niche use cases. 11:30 - Pre-IPO stocks that will never IPO?! Companies increasingly avoid IPOs, leveraging private markets for higher valuat...
Mar 13, 2025•41 min•Ep. 188
Send us a text 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 Valuation for New Fundraising Round 09:01 - Thinking Machines Eyes $9B Valuation With $1B Raise 09:34 - MrBeast Targets $5B Valuation for Media Business 10:19 - Shein Plans London IPO at $50B Valuation Despite Profit Drop 11:05 - SpaceX’s Starlink Becomes Nigeria's No. 2 ISP...
Mar 08, 2025•26 min•Ep. 187
