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00:27 - Are AI Apps now investable?

AI applications like Harvey ($3B valuation), Cursor ($10B), and Perplexity ($9B) may form a sub-asset class. They act as service providers, cutting operational costs (e.g., reducing law firm expenses by 30-50%), but face risks from AI platforms like OpenAI encroaching unless they secure proprietary data or niche use cases.

11:30 - Pre-IPO stocks that will never IPO?!

Companies increasingly avoid IPOs, leveraging private markets for higher valuations and liquidity w

E188: Are AI Apps now investable?; Pre-IPO stocks that will never IPO?!; Are AI Platform valuations justifiable?

This Week in Pre-IPO Stocks