Podcast · 43 episodes
This Week in Pre-IPO Stocks
by AG Dillon & Co · English
This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.
Latest episodes
E255: Anthropic $30B revenue, 3x in 3 months!; Perplexity $500M ARR, 2x in 1 month; Revolut $9B in revenue; + morePre-IPO and growth updates across AI, fintech, payments, enterprise software, space defense, health AI, and biotech; includes revenue/valuation changes and product launches.10 Apr 2026 · 20 min
E254: SpaceX IPO now at $2.0T; Tether larger vs JPM?!; Supabase 2x to $10B; + morePre-IPO and growth capital updates across space, crypto infrastructure, AI software, chips, defense, energy, health, and AI media.4 Apr 2026 · 14 min
E253: Reflection AI at $25B, +213%; Shield AI’s $12.7 valuation; Physical Intelligence at $11B in 4 months; + moreRapid pre-IPO/venture funding and product updates across AI models, defense autonomy, robotics, legal AI, space/AI infrastructure, data security, customer service agents, and voice ASR.28 Mar 2026 · 15 min
All episodes
E255: Anthropic $30B revenue, 3x in 3 months!; Perplexity $500M ARR, 2x in 1 month; Revolut $9B in revenue; + morePre-IPO and growth updates across AI, fintech, payments, enterprise software, space defense, health AI, and biotech; includes revenue/valuation changes and product launches.10 Apr 2026 · 20 min · 12 chapters
E254: SpaceX IPO now at $2.0T; Tether larger vs JPM?!; Supabase 2x to $10B; + morePre-IPO and growth capital updates across space, crypto infrastructure, AI software, chips, defense, energy, health, and AI media.4 Apr 2026 · 14 min · 15 chapters
E253: Reflection AI at $25B, +213%; Shield AI’s $12.7 valuation; Physical Intelligence at $11B in 4 months; + moreRapid pre-IPO/venture funding and product updates across AI models, defense autonomy, robotics, legal AI, space/AI infrastructure, data security, customer service agents, and voice ASR.28 Mar 2026 · 15 min · 9 chapters
E252: Vast Data $30B valuation, +229%; Kalshi $22B valuation, +2x; Mastercard buys BVNK; Canva signals 2027 IPO; + moreThis episode is a pre-IPO/AI-crypto market roundup (Mar 20, 2026). Vast Data (AI storage/infrastructure) raised $1B Series F at a $30B valuation; AR growth is implied by a $1.17B CoreWeave deal.20 Mar 2026 · 14 min · 10 chapters
E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + moreThis episode is a pre-IPO and venture capital “market update” covering AI, cloud security, robotics, legal AI, and tokenization.15 Mar 2026 · 25 min · 19 chapters
E250: SpaceX IPO at $1.75T; Anduril $4.3B 2026F revenue; Together $8.5B round; + moreThis episode is a pre-IPO and AI/tech funding roundup (March 6, 2026), led by AG Dillon & Co.6 Mar 2026 · 14 min · 9 chapters
E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + morePre-IPO and late-stage private market updates (tenders, IPO filings, funding rounds) plus major AI/fintech/defense/product moves.27 Feb 2026 · 21 min · 17 chapters
E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + morePre-IPO and funding update episode focused on AI company financials, valuations, and infrastructure deals.21 Feb 2026 · 20 min · 15 chapters
E247: OpenClaw … WHAT?!; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + morePre-IPO AI investing roundup (Feb 13, 2026) covering OpenClaw’s autonomous local agent, major funding/valuation moves (Anthropic, Stripe, Databricks, Harvey, Runway, Aptronic, Modal), plus notable…13 Feb 2026 · 18 min · 9 chapters
E246: SpaceX acquires xAI, now $1.473T in secondary market; Waymo at $116B, +14% vs last round; ElevenLabs at $11B, $330M ARR; + morePre-IPO stock update (Feb 6, 2026) covering major AI/space/autonomous/health funding, secondary liquidity, and product launches.6 Feb 2026 · 15 min · 6 chapters
E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + moreThis episode is a pre-IPO stock and startup roundup (Jan 30, 2026) covering AI, space, enterprise software, crypto, and nuclear policy.30 Jan 2026 · 20 min · 16 chapters
E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streamsThis episode is a rapid-fire pre-IPO stock update (Jan 23, 2026) covering major funding, acquisitions, and product moves across AI, fintech, logistics, space, and critical minerals.24 Jan 2026 · 18 min · 14 chapters
E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”Pre-IPO and venture funding stock update (Jan 16, 2026) covering AI compute, robotics, agent software, healthcare AI, voice agents, defense tech, fintech, and startups’ valuations/rounds.16 Jan 2026 · 15 min · 8 chapters
E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + moreThis episode is a pre-IPO stock and late-stage funding roundup focused on AI infrastructure, model companies, and adjacent startups.9 Jan 2026 · 19 min · 14 chapters
E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + moreThis episode is a pre-IPO and venture/tech roundup (Dec 12, 2025) covering: SpaceX’s reported $800B tender at ~2x its prior $400B secondary valuation, with an IPO rumored for mid/late 2026 at ~$1.5T…12 Dec 2025 · 18 min · 13 chapters
E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, othersPre-IPO stock and venture update (Dec 5, 2025) spanning AI/data infrastructure, fintech, robotics, image models, wealth/IPO filings, space, developer tools, and major AI lab/product moves.4 Dec 2025 · 39 min · 22 chapters
E239: AI Giants Surge: Anthropic $350B, xAI $230B, Databricks $130B+, Ramp $32B, Kraken $20B, Kalshi $11B, Suno $2.45B, morePre-IPO and funding update on major AI/compute companies (Anthropic, xAI, Databricks, Ramp, Kraken, plus smaller raises) and related moves in rockets/space and consumer AI (Starlink, Target/ChatGPT,…21 Nov 2025 · 21 min · 11 chapters
E238: Thinking Machines eyes $60B valuation; Cursor locks $29.3B valuation; Blue Origin lands first rocket booster; Raises from Clio, Skims, Scribe, WisdomAI, WonderfulPre-IPO and funding/valuation roundup (Nov 14, 2025) plus major tech and infrastructure news: Thinking Machines, Cursor, Clio, Skims, Scribe, Wisdom AI, Wonderful, Blue Origin’s New Glenn booster…14 Nov 2025 · 17 min · 15 chapters
E237: Tether $20b buyback!; Ripple $500m raise at $40b valuation; Crusoe tender at $13b valuation; Anthropic forecasting $70b in annual revenue; SpaceX Starlink at 8m customers; AI legal Harvey raises at $8b val | AG Dillon & Co Pre-IPO Stock Research – NPre-IPO stock update (Nov 7, 2025) covering Tether, Ripple, Crusoe, cybersecurity, legal AI, OpenAI, crypto, enterprise AI, and major tech deals.7 Nov 2025 · 14 min · 11 chapters
E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative mThis episode is a pre-IPO stock update covering multiple AI and tech deals.31 Oct 2025 · 15 min · 13 chapters
E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives medPre-IPO secondary market update (Oct 24, 2025) covering major funding rounds, valuations, and AI/data-center/battery/healthcare deals.24 Oct 2025 · 15 min · 6 chapters
E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian quPre-IPO stock update covering major 2025 funding/valuation moves across AI coding, HR/payroll, health wearables, quick commerce, prediction markets, fintech, crypto, AI image generation, and broader…17 Oct 2025 · 17 min · 12 chapters
E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stakeThis episode is a pre-IPO stock update covering major AI, infrastructure, and fintech moves.10 Oct 2025 · 12 min · 12 chapters
E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black ForeA rapid-fire roundup of fintech and AI industry news, centered on IPOs, AI commerce, AI financial performance, AI chips, and agentic software.3 Oct 2025 · 18 min · 14 chapters