Send us a text 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
Feb 18, 2025•30 min
Send us a text 00:00 - Intro 00:53 - 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 from Saudi Aramco 04:35 - Klarna Plans April IPO at $15B Valuation 05:23 - Safe Superintelligence Seeks $20B Valuation 05:59 - Stripe Considers Share Sale at $85B Valuation 06:39 - Eudia Secures $105M for Legal AI Expansion 07:19 - Plaid Plans $300M-$400M Share Sale ...
Feb 16, 2025•12 min•Ep. 185
Send us a text 00:00 - Intro 00:23 - Klarna April IPO at $15b 06:33 - Anduril raise at $28b 14:43 - Groq crushing it w/ $1.5b Saudi deal
Feb 11, 2025•24 min•Ep. 184
Send us a text 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-IPO stock company exposures and weight allocation to each pre-IPO stock to express your unique investment thesis. Available for purchase at Charles Schwab, Fidelity, and directly at AG Dillon Funds. $2,500 minimum investment. Financial adviso...
Feb 07, 2025•10 min•Ep. 183
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Feb 04, 2025•30 min•Ep. 182
Send us a text 00:00 - Intro 00:31 - 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 Cash Reserves Drop 71% as Bankers Offload $3B in Debt 03:53 - Quince Raises $120M as Revenue Nears $1B 04:34 - Kraken Relaunches Staking in the US After SEC Settlement 05:39 - SpaceX Expands Starlink to iPhones with Apple and T-Mobile 06:40 - Figure AI Lands Major Customer...
Jan 31, 2025•8 min•Ep. 181
Send us a text 00:00 - Intro 00:27 - DeepSeek shakes up AI stocks 17:27 - Crypto pre-IPO stocks are back with Trump? 35:11 - Huge $s going into data centers in 2025
Jan 28, 2025•46 min•Ep. 180
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 00:31 - OpenAI Launches "Operator" for ChatGPT Pro 01:36 - Together AI Hits $3B Valuation with $200M Raise 02:13 - ElevenLabs Triples Valuation to $3.3B in Series C 03:03 - Phantom Doubles Valuation to $3B in Series C 03:48 - Databricks Secures $10...
Jan 24, 2025•7 min•Ep. 179
Send us a text 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. 00:00 - Intro 00:31 - Anduril Plans $100M Tender at $14B Val...
Jan 17, 2025•9 min•Ep. 178
Send us a text 00:00 - Intro 00:16 - TikTok US shutting down at $50b valuation?! 08:33 - xAI launches Grok iOS app 18:00 - Anthropic raise at $60b
Jan 14, 2025•43 min•Ep. 177
Send us a text 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.co...
Jan 10, 2025•12 min•Ep. 176
Send us a text 00:00 - Intro 00:26 - 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 primes 25:47 - Valtr and AI Infrastructure businesses are very interesting; [1] compute demand is off the charts, [2] Nvidia and AMD are allocating chips and investing in to the companies, and [3] important to look at the balance sheet to ensure deb...
Jan 07, 2025•36 min•Ep. 175
Send us a text 00:00 - Intro 00:07 - Perplexity AI Reaches $9B Valuation with Rapid Growth 01:20 - Databricks Hits $62B Valuation After $10B Funding Round 02:33 - Chime Prepares for 2025 IPO with $8.6B Valuation 03:50 - Oura Valued at $5.2B After $200M Series D 04:56 - Vultr Raises $333M at $3.5B Valuation in First Round 06:07 - OpenAI Transitions to Public Benefit Corporation 07:19 - xAI Reaches $69B Valuation After $12B Total Funding 08:22 - Anduril Forms Consortium to Disrupt $850B Defense Ma...
Jan 03, 2025•11 min•Ep. 174
Send us a text 00:00 - Intro 01:06 - What investment themes popped in 2024? 04:07 - What new developments happened in the pre-IPO stock market in 2024? 11:23 - Which pre-IPO stock company was the big winner, big loser in 2024? 17:14 - What emerging investment themes to look for in 2025? 35:11 - What pre-IPO stock market developments do you expect in 2025? 42:54 - Which pre-IPO stock company will be the big winner, big loser in 2025?...
Dec 31, 2024•49 min•Ep. 173
Send us a text 00:00 - Intro 00:08 - ServiceTitan Surges to $8.9B After Strong Nasdaq IPO 01:12 - Snyk Hits $9.4B Valuation with $300M ARR 02:10 - OpenAI Rolls Out Real-Time Video Analysis for ChatGPT 02:56 - Fleet Space Doubles Valuation to $525M 03:37 - Runway Projects $265M Revenue in 2024 04:12 - Crusoe Raises $600M, Valued at $2.8B 04:55 - Google and Samsung Enter XR Market with Mixed-Reality Headset 06:31 - Pre-IPO Stock Market Weekly Performance 07:16 - Pre-IPO Stock Vintage Index Weekly ...
Dec 13, 2024•8 min•Ep. 172
Send us a text 00:00 - Intro 00:15 - eToro 2025 IPO 11:19 - CoreWeave 2025 IPO at $35b!? 20:04 - TikTok US a $150b company?
Dec 10, 2024•39 min•Ep. 171
Send us a text 00:00 - Intro 00:06 - TikTok Faces US Ban Order, ByteDance Valued at $300B 02:09 - SpaceX Hits $350B Valuation, Surpasses Private Market Records 03:09 - Anduril Partners with OpenAI for AI-Powered Defense Tech 04:17 - OpenAI Launches ChatGPT Pro at $200/Month 05:12 - Databricks Finalizes $61B Valuation in Latest Round 05:31 - CoreWeave Prepares for IPO at $35B Valuation 06:15 - eToro Explores US IPO at $8.7B Valuation 07:14 - Fidelity Increases Valuation of X by 32% 08:02 - Revolu...
Dec 06, 2024•11 min•Ep. 170
Send us a text 00:00 - Intro 00:19 - Anthropic $4b raise from Amazon 06:57 - Too early to invest in AI Apps? 20:41 - Data and Reasoning saviors of potential AI scaling issues?
Dec 03, 2024•41 min•Ep. 169
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Nov 30, 2024•9 min•Ep. 168
Send us a text 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...
Nov 22, 2024•11 min•Ep. 167
Send us a text 00:00 - Intro 00:25 - Databricks tender delay IPO? 10:39 - xAI raised $6b in weeks, why ever go public? 25:11 - Bytedance parts with more than whole?
Nov 19, 2024•30 min•Ep. 166
Send us a text 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...
Nov 15, 2024•10 min•Ep. 165
Send us a text 00:00 - Intro 01:11 - Vuori tender offer 09:34 - Tiktok in Canada 17:18 - Outlook for pre-IPO stocks post election & Fed cut
Nov 13, 2024•39 min•Ep. 164
Send us a text 00:00 - Intro 00:57 - Perplexity AI Nears $9B Valuation with $500M Funding Round 01:57 - Vuori Plans $825M Secondary Share Sale at $5.5B Valuation 02:39 - CoreWeave Hires Bankers for 2025 IPO 03:36 - Anthropic Partners with Palantir, Expands in Defense Sector 05:00 - Mistral Launches AI Moderation API, Valued at $6B 06:05 - ByteDance Faces Canadian Order to Shut Down TikTok Offices 07:25 - SpaceX Targets Sixth Starship Flight for November 18 08:38 - Pre-IPO Stock Market Weekly Per...
Nov 08, 2024•11 min•Ep. 163
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Nov 08, 2024•27 min•Ep. 162
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 00:57 - xAI Aims for $40B Valuation with New Fundraising Round 02:15 - Canva Hits $32B After Secondary Market Sales 03:15 - OpenAI Challenges Google with "ChatGPT Search" Feature 04:25 - Databricks and Mastercard Launch AI Assistant for Onboarding ...
Nov 01, 2024•10 min•Ep. 161
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Oct 29, 2024•35 min•Ep. 160
Send us a text 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...
Oct 25, 2024•11 min•Ep. 159
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 00:20 - Perplexity +1631% YTD 2024 08:32 - Hugging Face investment case 16:44 - Shein to be in developed market indices?
Oct 22, 2024•26 min•Ep. 158
Send us a text 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...
Oct 18, 2024•12 min•Ep. 157