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Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:08 - xAI Lands a Massive $20B Round, $230B Valuation
01:22 - xAI Financials Show Hypergrowth Economics With Losses Still Expanding
02:51 - Grok for Business Targets Enterprise Wallet Share With Security and Admin Controls
04:05 - Anthropic Signs Up a $10B Round, $350B Valuation
05:07 - OpenAI Targets a $100B Raise, $830B Valuation
05:51 - OpenAI Pushes Deeper Into Healthcare With ChatGPT Health
06:45 - OpenAI’s New $50B Stock Compensation Program
07:45 - Lambda Lines Up a Pre-IPO Raise, IPO in Next 12 Months
08:43 - Databricks Raises Over $4B, $134B Valuation
09:30 - Figure’s Adcock Launches New AI Lab, Hark, With $100M Personal Capital
10:05 - Lovable Raises $330M, $6.6B Valuation, 267% Step-Up in Five Months
10:58 - OpenEvidence Targets a $12B Valuation on 150M Annualized Ad Revenue and 90 Percent Gross Margins
12:04 - Waymo Explores a $15B Raise With Valuation Talks at $100B
12:48 - Rain Raises $250M at a $1.95B Valuation to Expand Stablecoin Cards Across 150 Countries
13:26 - ServiceNow Buys Armis for $7.75B Cash After a Fresh $6.1B Pre-IPO Mark
14:05 - Cursor Acquires Graphite and Reinforces a $38.5B Secondary Mark
14:56 - Plaud Expands Hardware Line With a $179 NotePin S Ahead of CES 2026
15:51 - Mobileye Buys Mentee Robotics for $900M and Expands the Physical AI Playbook
16:42 - LMArena Reprices to $1.7B and Hits $30M Annualized Consumption in Under Four Months
17:22 - Swap Commerce Raises $100M Six Months After Its $40M Series B
17:51 - Discord Files Confidentially for IPO With Secondaries Pricing at $7B to $8B
18:25 - Commonwealth Fusion Systems Builds a Digital Twin and Targets 19-Magnet Completion This Summer

E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more