This Week in Pre-IPO Stocks

E256: Pre-IPO Stock Secondary Market Update | as of Oct 27, 2026 | Anthropic's S-1, SpaceX's AI Playbook & Fireworks AI's Potential $40B Round

Anthropic’s S-1 filing signals a strong market position, characterized by rapid revenue growth and a diversified customer base. While the reported $80 billion net loss appears alarming, $72 billion stems from accounting treatments for multi-year data center commitments rather than operational cash burn. Investors antic...

E255: Anthropic $30B revenue, 3x in 3 months!; Perplexity $500M ARR, 2x in 1 month; Revolut $9B in revenue; + more

E254: SpaceX IPO now at $2.0T; Tether larger vs JPM?!; Supabase 2x to $10B; + more

E253: Reflection AI at $25B, +213%; Shield AI’s $12.7 valuation; Physical Intelligence at $11B in 4 months; + more

E252: Vast Data $30B valuation, +229%; Kalshi $22B valuation, +2x; Mastercard buys BVNK; Canva signals 2027 IPO; + more

The podcast delivers a pre-IPO stock update, spotlighting companies across AI, data services, robotics, and crypto infrastructure. Vast Data's valuation sharply increased after a Series F round, driven by AI infrastructure demand. Kalshi, a prediction market exchange, saw substantial revenue and trading volume growth, ...

E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + more

E250: SpaceX IPO at $1.75T; Anduril $4.3B 2026F revenue; Together $8.5B round; + more

E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + more

This podcast delivers a pre-IPO stock update, focusing on the financial activities and market movements of various technology companies. It highlights Stripe's employee tender at a $159 billion valuation and potential acquisition of PayPal, Plaid's employee share sales at an $8 billion valuation, and Saronic's signific...

E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + more

E247: OpenClaw … WHAT?!; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + more

E246: SpaceX acquires xAI, now $1.473T in secondary market; Waymo at $116B, +14% vs last round; ElevenLabs at $11B, $330M ARR; + more

E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more

E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams

E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”

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

E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + more

E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others

E239: AI Giants Surge: Anthropic $350B, xAI $230B, Databricks $130B+, Ramp $32B, Kraken $20B, Kalshi $11B, Suno $2.45B, more

E238: Thinking Machines eyes $60B valuation; Cursor locks $29.3B valuation; Blue Origin lands first rocket booster; Raises from Clio, Skims, Scribe, WisdomAI, Wonderful

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 – N