E159: Starlink's explosive growth in Africa; Anthropic launches AI tool "Computer Use" for developers; Klarna prepares for IPO, removes board member; Anduril boosted by US AI defense directive; Infinitus raises $51.5M, now valued over $600M; Agility Robot
Episode description
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 military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post.
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
01:01 - Starlink's Explosive Growth in Africa
02:10 - Anthropic Launches AI Tool "Computer Use" for Developers
03:46 - Klarna Prepares for IPO, Removes Board Member
04:44 - Anduril Boosted by US AI Defense Directive
05:55 - Infinitus Raises $51.5M, Now Valued Over $600M
07:00 - Agility Robotics Raises $150M, Valued at $1B
07:52 - Notion Introduces Integrated Email Client, Notion Mail
09:12 - Pre-IPO Stock Market Weekly Performance
09:55 - Pre-IPO Stock Vintage Index Weekly Performance
* NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).