Podcast · 43 episodes
This Week in Pre-IPO Stocks, page 2
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.
All episodes, page 2
E231: Tether's $500B valuation; OpenAI-Nvidia $100B AI powerhouse deal; Stripe buyback at $106.7B; TikTok US valuation at only $14B!; Fermi's $13B IPO for AI data center energy; 1X robotics' $10B+ valuation; Anthropic for Microsoft AI Copilot; Databricks-Pre-IPO stock market update (Sept 26, 2025) covering major AI, payments, crypto, energy, robotics, and data/analytics deals and valuations.26 Sep 2025 · 7 min · 5 chapters
E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocksThe episode debates how AI is shifting from search to “agentic” browsers and always-on screen capture, and how that changes data privacy, enterprise ROI, and personal assistant feasibility.25 Sep 2025 · 42 min · 19 chapters
E229: Groq's $750M funding, $6.9B valuation; Figure's $1B+ robotics raise, $39B valuation; Workday's $1.1B Sana acquisition for AI agents; Irregular's $80M AI security boost; xAI's 64M user milestone; OpenAI's new ChatGPT usage report; OpenAI to cut MicroThe episode is a pre-IPO/AI funding and business update covering: Groq’s $750M round at a $6.9B post-money valuation (LPUs now powering AI apps for 2M+ developers; led by Disruptive; founder Jonathan…19 Sep 2025 · 12 min · 8 chapters
E228: SpaceX to enter the cell service business; Anduril wins $1.26b of new deals; OpenAI + Microsoft work out non-profit to for-profit switch; Will AI/robotics yield a decade long bull market?SpaceX’s $17B move into direct-to-cell satellite service; Anduril’s $1.26B in new defense deals; OpenAI/Microsoft restructuring OpenAI from nonprofit-linked to for-profit; whether AI/robotics can…16 Sep 2025 · 22 min · 7 chapters
E227: Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11); Cognition's $400M Raise at $10.2B Valuation; ElevenLabs' $100M Tender at Doubled $6.6B Valuation; Replit's $250M Funding at $3B Valuation; X Square Robot's $140M Raise, New Robot OS RelPre-IPO and public-market AI/tech funding roundup (Sep 12, 2025), plus major deals across payments, AI software, audio, coding, robotics, data, finance software, space, defense, wearables, and cloud.12 Sep 2025 · 12 min · 11 chapters
E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidenceRevolut’s $75B tender round valuation amid 35M customers and 72% YoY revenue growth; debate whether periodic private-company tenders (employee liquidity, valuation signaling) are healthy; and AI app…8 Sep 2025 · 25 min · 12 chapters
E225: Anthropic secures $183B valuation funding milestone; Revolut achieves $75B valuation share sale; OpenAI expands tender from $6B to $10.3B; OpenAI completes $1.1B Statsig acquisition; OpenAI launches proprietary AI chip development initiative; LambdaPre-IPO and late-stage funding/transactions across AI and fintech, plus IPO and regulatory updates.6 Sep 2025 · 12 min · 4 chapters
E224: ByteDance buyback at $330B, more revenue vs Meta; Klarna IPO back on; Framer $2B valuation Series D; Rain raises $58M for stablecoin payments platform; Commonwealth $863M for fusion prototype; SpaceX 10th Starship test a huge win; Anthropic launchesThis episode is an August 29, 2025 pre-IPO market update covering: ByteDance’s $330B employee share buyback (price $222.41; Q2 revenue ~$48B, +25% YoY; Q1 revenue ~$43B beating Meta’s $42.3B; U.S.29 Aug 2025 · 10 min · 9 chapters
E223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5bThe episode is a “fire round” on three startup/valuation headlines.26 Aug 2025 · 25 min · 10 chapters
E222: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Crusoe eyes $1b raise at $10b valuation; Anthropic doubles raise to $10b at $170b; Eight Sleep raises $100m at $1.5b; Manus hits $90m ARR in 6 Months; Anduril sponsors OPre-IPO and growth funding roundup (Aug 22, 2025) covering Databricks, Canva, Crusoe, Anthropic, Eight Sleep, Manus, Anduril, plus Stripe’s Web3 stablecoin partnership.22 Aug 2025 · 7 min · 8 chapters
E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-moneyAI company fundraising and valuation moves—OpenAI’s $500B tender offer, Cohere’s $6.8B round, and n8n’s $2.3B pre-money raise—plus debate on whether “closed” B2B LLMs and AI agents will win.19 Aug 2025 · 32 min · 16 chapters
E220: OpenAI tender eyes $500b valuation; OpenAI offers govt ChatGPT for $1; OpenAI releases open-weight models; OpenAI launches GPT-5 model; Bullish targets $4.23b IPO valuation; n8n raises at $2.3b pre-money; Figure Technology files $3.3b IPO; Clay raisThis episode is a pre-IPO and AI/fintech roundup (Aug 8, 2025). Topic highlights: OpenAI tender offer could value it at $500B; early investors/employees may sell up to $1.5B. OpenAI offers U.S.8 Aug 2025 · 10 min · 3 chapters
E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 monthsDebate on AI investing, focusing on (1) Groq’s inference semiconductor valuation and compute demand, (2) OpenAI’s rapid revenue/user growth and valuation, and (3) Lovable’s AI app builder growth and…5 Aug 2025 · 32 min · 12 chapters
E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b onPre-IPO and market update (Aug 1, 2025) covering major IPO debuts, funding rounds, and AI/fintech/crypto developments.1 Aug 2025 · 17 min · 13 chapters
E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16bThe episode covers three market stories in AI and software: (1) Anthropic’s valuation jump to about $150B (reported as $170B), with MGX leading; discussion centers on 4x revenue growth to ~$4B ARR…29 Jul 2025 · 37 min · 14 chapters
E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires WindsurfPre-IPO and funding update (July 18, 2025) across major AI and adjacent tech—valuations, new rounds, product launches, acquisitions, and regulatory/IPO notes.17 Jul 2025 · 15 min · 9 chapters
E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?AI “acqui-hire” deals as a workaround to M&A regulation; JPMorgan seeking to charge fintechs for access to bank data (threatening fintech economics); a burst of huge primary funding rounds; and a…15 Jul 2025 · 49 min · 22 chapters
E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok 4 at PhD-level smarts; X's Yaccarino exits after X mPre-IPO/secondary market update (July 11, 2025) covering valuations and fundraising/launches across space, fintech, AI chips, AI models, AI browsers, and robotics.11 Jul 2025 · 14 min · 6 chapters
E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors?AI infrastructure investing (Groq as “private-market Nvidia”), Figma’s IPO valuation/AI risks, and Robinhood’s EU-only pre-IPO “stock tokens” backed by SPVs for OpenAI and SpaceX.8 Jul 2025 · 27 min · 10 chapters