Podcast
This Week in Pre-IPO Stocks
Hosted by AG Dillon & Co · EN
This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.
26episodes
Episodes
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E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more
Jan 3000:20:27Tap to summarizeSend us Fan MailInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Decagon’s $250M Round Triples Valuation to $4.5B01:17 - xAI Gets $2B From Tesla After $20B Series E02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T03:52 - SpaceX Starship V3 Heads for Mid-March04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year05:19 - Richard Socher’s Recursive Talks $4B Valuation and Big Compute Spend06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 202813:02 - Moonshot’s Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B13:53 - OpenAI Preps for Q4 2026 IPO14:32 - OpenAI’s $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred
Transcribe →E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams
Jan 2400:18:10Tap to summarizeSend a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A01:29 - Runpod $120M Run Rate 500K Developers 31 Regions02:59 - Humans& $480M Seed $4.48B Valuation 3 Months Old04:03 - Baseten $300M Raise $5B Valuation Nvidia $150M04:49 - Noveon Magnetics $215M Raise 2,000+ Tons Per Year Target06:17 - Zipline $600M+ New Funding $7.6B Valuation 2M+ Deliveries07:34 - Hatch Yelp Acquisition $300M Deal 12x ARR08:26 - Brex Capital One Acquisition $5.15B Deal $13B Deposits09:30 - DayOne Data Centers IPO Target Up to $20B10:14 - World Labs Funding Talks at $5B Potential $500M Balance Sheet Add11:08 - TikTok US New Entity 50% New Investors 200M US Users12:42 - Inferact $150M Seed $800M Valuation vLLM Commercialization13:16 - RadixArk $400M Valuation SGLang Commercial Push14:07 - Blue Origin TeraWave 6 Tbps 5,408 Satellites Q4 2027 Deployment15:15 - OpenAI Shopify Checkouts Jan 26 Launch 4% ChatGPT Fee16:24 - OpenAI API Revenue +$1B ARR in One Month $20B+ Total ARR16:51 - OpenAI Ads Testing Coming Weeks Go Plan Included17:31 - OpenAI ServiceNow 3-Year Enterprise Integration
Transcribe →E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”
Jan 1600:14:32Tap to summarizeSend a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - Cerebras Eyes $23B Post-Money as IPO Nears00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 202801:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition02:24 - Temporal Nears $5B in Talks as ARR Tops $100M03:00 - Parloa Jumps to $3B Valuation After $350M Series D04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps
Transcribe →E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more
Jan 900:19:16Tap to summarizeSend a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - xAI Lands a Massive $20B Round, $230B Valuation01:22 - xAI Financials Show Hypergrowth Economics With Losses Still Expanding02:51 - Grok for Business Targets Enterprise Wallet Share With Security and Admin Controls04:05 - Anthropic Signs Up a $10B Round, $350B Valuation05:07 - OpenAI Targets a $100B Raise, $830B Valuation05:51 - OpenAI Pushes Deeper Into Healthcare With ChatGPT Health06:45 - OpenAI’s New $50B Stock Compensation Program07:45 - Lambda Lines Up a Pre-IPO Raise, IPO in Next 12 Months08:43 - Databricks Raises Over $4B, $134B Valuation09:30 - 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 Months10:58 - OpenEvidence Targets a $12B Valuation on 150M Annualized Ad Revenue and 90 Percent Gross Margins12:04 - Waymo Explores a $15B Raise With Valuation Talks at $100B12:48 - Rain Raises $250M at a $1.95B Valuation to Expand Stablecoin Cards Across 150 Countries13:26 - ServiceNow Buys Armis for $7.75B Cash After a Fresh $6.1B Pre-IPO Mark14:05 - Cursor Acquires Graphite and Reinforces a $38.5B Secondary Mark14:56 - Plaud Expands Hardware Line With a $179 NotePin S Ahead of CES 202615:51 - Mobileye Buys Mentee Robotics for $900M and Expands the Physical AI Playbook16:42 - LMArena Reprices to $1.7B and Hits $30M Annualized Consumption in Under Four Months17:22 - Swap Commerce Raises $100M Six Months After Its $40M Series B17:51 - Discord Files Confidentially for IPO With Secondaries Pricing at $7B to $8B18:25 - Commonwealth Fusion Systems Builds a Digital Twin and Targets 19-Magnet Completion This Summer
Transcribe →E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + more
Dec 1200:17:48Tap to summarizeSend a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:06 - SpaceX Tender Offer & IPO Plans00:43 - SpaceX Revenue Outlook01:54 - Airwallex $330M Raise02:54 - Disney $1B OpenAI Investment03:53 - OpenAI Enterprise Adoption Surge04:54 - OpenAI GPT-5.2 Launch05:54 - OpenAI Hires Slack CEO as CRO06:28 - Meta Acquires Limitless07:50 - Harvey $160M Round08:44 - Cohere Enterprise Momentum09:38 - Overtone AI Dating Launch10:29 - Boom Supersonic Turbine Pivot11:38 - Revolut Employee Buyback12:42 - 1X Technologies EQT Deal13:42 - Port $100M Series C14:42 - Harness $240M Series E15:50 - Anthropic $21B Broadcom Orders16:48 - World Updates App with New Features
Transcribe →E173: Pre-IPO Stock Secondary Market 2024 Recap, 2025 Outlook
Dec 31, 202400:48:35Tap to summarizeSend us a text00:00 - Intro01:06 - 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?
Transcribe →E172: ServiceTitan surges to $8.9B after strong Nasdaq IPO; Snyk hits $9.4B valuation with $300M ARR; OpenAI rolls out real-time video analysis for ChatGPT; Fleet Space doubles valuation to $525M; Runway projects $265M revenue in 2024; Crusoe raises $600M
Dec 13, 202400:08:19Tap to summarizeSend us a text00:00 - Intro00:08 - ServiceTitan Surges to $8.9B After Strong Nasdaq IPO01:12 - Snyk Hits $9.4B Valuation with $300M ARR02:10 - OpenAI Rolls Out Real-Time Video Analysis for ChatGPT02:56 - Fleet Space Doubles Valuation to $525M03:37 - Runway Projects $265M Revenue in 202404:12 - Crusoe Raises $600M, Valued at $2.8B04:55 - Google and Samsung Enter XR Market with Mixed-Reality Headset06:31 - Pre-IPO Stock Market Weekly Performance07:16 - Pre-IPO Stock Vintage Index Weekly PerformanceNEW 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* 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).
Transcribe →E171: eToro 2025 IPO, CoreWeave 2025 IPO at $35b!?, TikTok US a $150b company?
Dec 10, 202400:39:13Tap to summarizeSend us a text00:00 - Intro 00:15 - eToro 2025 IPO11:19 - CoreWeave 2025 IPO at $35b!?20:04 - TikTok US a $150b company?
Transcribe →E170: TikTok faces US ban order, ByteDance valued at $300B; SpaceX hits $350B valuation, surpasses private market records; Anduril partners with OpenAI for AI-powered defense tech; OpenAI launches ChatGPT Pro at $200/month; Databricks finalizes $61B valua
Dec 6, 202400:10:52Tap to summarizeSend us a text00:00 - Intro00:06 - TikTok Faces US Ban Order, ByteDance Valued at $300B02:09 - SpaceX Hits $350B Valuation, Surpasses Private Market Records03:09 - Anduril Partners with OpenAI for AI-Powered Defense Tech04:17 - OpenAI Launches ChatGPT Pro at $200/Month05:12 - Databricks Finalizes $61B Valuation in Latest Round05:31 - CoreWeave Prepares for IPO at $35B Valuation06:15 - eToro Explores US IPO at $8.7B Valuation07:14 - Fidelity Increases Valuation of X by 32%08:02 - Revolut Strengthens Board for UK Banking License Bid09:00 - Pre-IPO Stock Market Weekly Performance09:44 - Pre-IPO Stock Vintage Index Weekly PerformanceSubscribe 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 replaysNEW 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.* 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).
Transcribe →E169: Anthropic $4b raise from Amazon, Too early to invest in AI Apps?, Data and Reasoning saviors of potential AI scaling issues?
Dec 3, 202400:40:31Tap to summarizeSend us a text00:00 - Intro 00:19 - Anthropic $4b raise from Amazon06:57 - Too early to invest in AI Apps?20:41 - Data and Reasoning saviors of potential AI scaling issues?
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