AG Dillon & Co · Investment

This Week in Pre-IPO Stocks

This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.

Episodes

E135: 400% increase in SpaceX Starship launches; $270m “investment” fund from Shein; AGI test from OpenAI; Apple, Microsoft off OpenAI board; Axiom Space, Gravitics space station deal; $50m for Athletic Brewing; Neuralink second patient next week; xAI kil

12 Jul 2024

10m

E134: Okay for Revolut CEO to sell stock?; Should crypto shops just be broker-dealers/RIAs already?; Do we need "AI apps" for small/mid businesses to adopt AI?

09 Jul 2024

37m

E133: Revolut revenue +95% yoy; Apple, Alibaba AI models on Hugging Face; Groq wins Saudi Aramco deal; Apple joins OpenAI board; Klarna wins Adobe deal; Chime acquires Salt Labs; xAI announces new AI models; $300m for Thiel’s The Enhanced Games; Kapoor ne

05 Jul 2024

11m

E132: MStanley OpenAI solution yields 2,800 more financial advisors, SpaceX wins $843m NASA contract, SpaceX tender increases to $210b, Parker/Schmidt save Stability AI

28 Jun 2024

E131: Photorealistic avatars; Tiktok, HeyGen, ElevenLabs | 2ndary market dislocation; Revolut, ScaleAI, Anduril, Groq, Epic Games | Tender offers good or bad; DPI for VCs, employee liquidity, structured tenders

25 Jun 2024

49m

E130: Revolut $40b val, +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise

21 Jun 2024

11m

E129: !!! Emerging Technology Week !!! Humanoid robots, How are you using AI?, Space mining

19 Jun 2024

45m

E128: OpenAI $3.4b ARR, Mistral’s new $6.2b valuation, Databricks revenue +60% vs 2023, Brex revenue +35% in 2023, Investment case for electricity?!

14 Jun 2024

E127: SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes; OpenAI wins Apple Siri deal, +14% on news; Cohere $5b round, how many AI LLM platforms winners?

11 Jun 2024

33m

E126: OpenAI +14% on Apple Siri deal, Shein $64b IPO on LSE, SpaceX Starship successful 4th test flight, Databricks buys Tabular for $1b, Cohere new $5b valuation, Carta down to $2b valuation

07 Jun 2024

11m

E125: Dislocation in the pre-IPO stock secondary markets vs primary markets, AI M&A activity ramping up, AI "sub" asset classes emerging, AI application/implementation layer paramount for AI ecosystem revenue

04 Jun 2024

41m

E124: OpenAI used by 93% of Fortune 500, PwC to sell ChatGPT; Grafana Labs $6b valuation; Klarna $22m Q1 profit; Databricks $1.6b in 2023 revenue; Epic Games $800m in Fortnite in-game economy; xAI $24b valuation, now 8th largest pre-IPO stock; CoreWeave I

31 May 2024

19m

E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels; Scale AI new $13.8b valuation, +97% from last round; Anduril new $12.5b valuation, -5.3% vs secondary mrkt levels; Groq new $3b valuation, -32% vs secondary mrkt levels

24 May 2024

11m

E122: $625m for Reka AI founders/employees in <2yrs, $20b IPO for Klarna!, OpenAI GPT-4o’s multi-modal AI changed the game

21 May 2024

41m

E121: Figma $12.5b valuation tender; $625m cash for Reka AI founders/employees; Klarna IPO rumored at +100% vs 2ndary mrkt; OpenAI impresses with GPT-4o; Reddit + OpenAI data deal; Anthropic hires new CPO, launches in Europe; Chime vs payday lenders; Star

17 May 2024

13m

E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income

14 May 2024

29m

E119: Wiz $12b valuation, Wayve raises $1b, Chime fined by CFPB, Titkok sues US govt (obviously), OpenAI cuts another training data deal, FTX customers made whole!

09 May 2024

12m

E118: CoreWeave a buy at $19b, OpenAI data deals a biz moat?, X valuation multiple pop if it becomes the "everything app"

08 May 2024

23m

E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments approved in 25 or 50 states; OpenAI cuts data deal with Financial Times; Anthropic launches mobile app

03 May 2024

E116: Tiktok US to have a $152b valuation, xAI raising $6b at $18b valuation, X/Twitter to launch TV app, Flexport wins Shein business, Stripe tech to accept stablecoin payments, Anduril wins another govt contract (unmanned jets)

26 Apr 2024

10m

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