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This Week in Pre-IPO Stocks
AG Dillon & Co
234 episodes
1 day ago
Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:00 - Intro 00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition 01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push 01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple 02:38 - Crusoe Tender Implies $13B Valuation (+30%) 03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ 04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%) 04:52 - H...
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Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:00 - Intro 00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition 01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push 01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple 02:38 - Crusoe Tender Implies $13B Valuation (+30%) 03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ 04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%) 04:52 - H...
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Episodes (20/234)
This Week in Pre-IPO Stocks
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
Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:00 - Intro 00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition 01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push 01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple 02:38 - Crusoe Tender Implies $13B Valuation (+30%) 03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ 04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%) 04:52 - H...
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7 hours ago
13 minutes

This Week in Pre-IPO Stocks
E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative m
Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:00 - Intro 00:08 - Mercor $350M Series C Quintuples Valuation to $10B Amid AI Data Pivot 01:47 - OpenAI Restructuring to PBC Unlocks $40B Fundraising at $500B Valuation 03:14 - SoftBank Greenlights $22.5B Final Tranche to OpenAI Contingent on PBC Shift 04:06 - OpenAI Advances Generative Music Tool to Rival Suno in $200B Media Market 05:14 - Poolside $2B...
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1 week ago
14 minutes

This Week in Pre-IPO Stocks
E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med
Send us a text 00:00 - Intro 00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise 01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion 02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling 04:04 - OpenEvidence $200M Series C at $6B Valuation Drives Medical AI Adoption 05:35 - Cohere $7B Tender Offer Amid $150M ARR Enterprise LLM Growth 06:40 - Synthesia $4B GV-Led Round Talks Post-Adobe $3B Acquisition Bid 08:05 - Suno $100M+ Raise at $2B...
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2 weeks ago
15 minutes

This Week in Pre-IPO Stocks
E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian qu
Send us a text 00:00 - Intro 00:08 - Anysphere $1B Raise Talks at $27B Valuation Amid AI Coding Boom 01:07 - Deel $300M Series E at $17.3B Valuation Fuels $1.2B ARR Growth 02:31 - Oura $900M Series E Doubles Valuation to $11B on 5.5M Ring Sales 04:02 - Zepto $450M Raise Hits $7B Valuation in $42B Indian Quick-Commerce Surge 05:22 - Kalshi $300M Raise at $5B Valuation as Trading Volume Nears $50B Annualized 06:24 - Plata $250M Series C at $3.1B Valuation Targets 10M Users by 2026 07:34 - Rippl...
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3 weeks ago
16 minutes

This Week in Pre-IPO Stocks
E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stake
Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:08 - xAI $20B GPU Financing Structure Nears Close 01:42 - Reflection AI Raises $2B Round Builds Open-Source Frontier Lab 02:37 - n8n $180M Series C Drives 7x Valuation Jump to $2.5B 03:26 - Base Power $1B Raise Targets 200k Home Batteries by 2027 04:13 - ICE Takes Polymarket Stake as Prediction Volume +700% YTD 05:01 - Cerebras $1.1B Series G at $8.1B V...
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4 weeks ago
11 minutes

This Week in Pre-IPO Stocks
E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black Fore
Send us a text 00:00 - Intro 01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits 02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users 03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026? 05:23 - Cerebras' $1.1B Pre-IPO Raise: $8.1B Val, Q2 Rev 11x YoY 06:39 - Black Forest Labs' $4B AI Image Raise: FLUX.1 Downloads 5M+ 07:59 - Rebellions' $1.4B Series C: 3x Rev YoY, Arm GPU Co-Dev 09:28 - TikTok US Divestiture: $14B Val at 1.4x P/S, ByteDance K...
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1 month ago
18 minutes

This Week in Pre-IPO Stocks
E231: Tether's $500B valuation; OpenAI-Nvidia $100B AI powerhouse deal; Stripe buyback at $106.7B; TikTok US valuation at only $14B!; Fermi's $13B IPO for AI data center energy; 1X robotics' $10B+ valuation; Anthropic for Microsoft AI Copilot; Databricks-
Send us a text 00:00 - Intro 00:08 - Tether's $500B Valuation 00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal 02:10 - Stripe BuyBack at $106.7B 02:48 - TikTok US Valuation at Only $14B! 03:45 - Fermi's $13B IPO for AI Data Center Energy 04:18 - 1X Robotics' $10B+ Valuation 05:21 - Anthropic for Microsoft AI Copilot 05:51 - Databricks-OpenAI $100M Enterprise Pact 06:26 - CoreWeave's $6.5B New OpenAI Deal
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1 month ago
7 minutes

This Week in Pre-IPO Stocks
E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks
Send us a text Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …LinkedIn - www.linkedin.com/in/evcohen Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company …X - @clint_sorenson …LinkedIn - www.linkedin.com/in/csorensoncfacmt Aaron Dillon =...
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1 month ago
42 minutes

This Week in Pre-IPO Stocks
E229: Groq's $750M funding, $6.9B valuation; Figure's $1B+ robotics raise, $39B valuation; Workday's $1.1B Sana acquisition for AI agents; Irregular's $80M AI security boost; xAI's 64M user milestone; OpenAI's new ChatGPT usage report; OpenAI to cut Micro
Send us a text 00:00 - Intro 00:55 - Groq's $750M Funding, $6.9B Valuation 02:23 - Figure's $1B+ Robotics Raise, $39B Valuation 03:20 - Workday's $1.1B Sana Acquisition for AI Agents 04:12 - Irregular's $80M AI Security Boost 05:34 - xAI's 64M User Milestone 06:27 - OpenAI's New ChatGPT Usage Report 07:59 - OpenAI to Cut Microsoft Rev Share 08:45 - Starlink Direct-To-Cell Testing Starts in 2026 10:06 - Google's Gemini Chrome Integration
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1 month ago
11 minutes

This Week in Pre-IPO Stocks
E228: SpaceX to enter the cell service business; Anduril wins $1.26b of new deals; OpenAI + Microsoft work out non-profit to for-profit switch; Will AI/robotics yield a decade long bull market?
Send us a text 00:00 - Intro 00:02 - SpaceX to enter the cell service business 04:26 - Anduril wins $1.26b of new deals 12:43 - OpenAI + Microsoft work out non-profit to for-profit switch 17:33 - Will AI/robotics yield a decade long bull market? Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …...
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1 month ago
21 minutes

This Week in Pre-IPO Stocks
E227: Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11); Cognition's $400M Raise at $10.2B Valuation; ElevenLabs' $100M Tender at Doubled $6.6B Valuation; Replit's $250M Funding at $3B Valuation; X Square Robot's $140M Raise, New Robot OS Rel
Send us a text 00:00 - Intro 00:51 - Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11) 01:51 - Cognition's $400M Raise at $10.2B Valuation 02:43 - ElevenLabs' $100M Tender at Doubled $6.6B Valuation 03:05 - Replit's $250M Funding at $3B Valuation 04:05 - X Square Robot's $140M Raise, New Robot OS Released 04:41 - Mistral Finalizes $1.5B Funding at $11.7B Valuation 05:12 - Perplexity Finalizes $200M Round at $20B Valuation 05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY&nbs...
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1 month ago
11 minutes

This Week in Pre-IPO Stocks
E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence
Send us a text 00:00 - Intro 00:11 - Revolut $75b valuation after 72% yoy revenue growth, 35 million customers 11:09 - AI App investment cases; Sierra AI Agents and OpenEvidence Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …LinkedIn - www.linkedin.com/in/evcohen Clint Sorenson = Chief Inves...
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2 months ago
25 minutes

This Week in Pre-IPO Stocks
E225: Anthropic secures $183B valuation funding milestone; Revolut achieves $75B valuation share sale; OpenAI expands tender from $6B to $10.3B; OpenAI completes $1.1B Statsig acquisition; OpenAI launches proprietary AI chip development initiative; Lambda
Send us a text 00:00 - Intro 00:54 - Anthropic Secures $183B Valuation Funding Milestone 01:32 - Revolut Achieves $75B Valuation Share Sale 02:10 - OpenAI Expands Tender from $6B to $10.3B 03:07 - OpenAI Completes $1.1B Statsig Acquisition 04:00 - OpenAI Launches Proprietary AI Chip Development Initiative 04:47 - Lambda $6B Round + IPO Preparation with Nvidia Partnership 05:24 - Mistral Drives $14B Valuation 06:05 - Sierra Captures $10B Valuation 06:57 - OpenEvidence Achieves $6B Valuation 07...
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2 months ago
11 minutes

This Week in Pre-IPO Stocks
E224: ByteDance buyback at $330B, more revenue vs Meta; Klarna IPO back on; Framer $2B valuation Series D; Rain raises $58M for stablecoin payments platform; Commonwealth $863M for fusion prototype; SpaceX 10th Starship test a huge win; Anthropic launches
Send us a text 00:00 - Intro 00:52 - ByteDance Buyback at $330B, More Revenue vs Meta 02:17 - Klarna IPO Back On 03:28 - Framer $2B Valuation Series D 04:21 - Rain Raises $58M for Stablecoin Payments Platform 05:34 - Commonwealth $863M for Fusion Prototype 06:38 - SpaceX 10th Starship Test a Huge Win 07:42 - Anthropic Launches Chrome AI Agent 08:47 - xAI Launches AI Coding Assistant
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2 months ago
9 minutes

This Week in Pre-IPO Stocks
E223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5b
Send us a text 00:00 - Databricks Targets $100b in New Round 08:42 - Canva Launches Tender at $42b Valuation 15:27 - Eight Sleep Raises $100m at $1.5b Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …LinkedIn - www.linkedin.com/in/evcohen Clint Sorenson = Chief Investment Officer at WealthShie...
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2 months ago
25 minutes

This Week in Pre-IPO Stocks
E222: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Crusoe eyes $1b raise at $10b valuation; Anthropic doubles raise to $10b at $170b; Eight Sleep raises $100m at $1.5b; Manus hits $90m ARR in 6 Months; Anduril sponsors O
Send us a text 00:00 - Intro 00:54 - Databricks Targets $100b in New Round 01:53 - Canva Launches Tender at $42b Valuation 02:49 - Crusoe Eyes $1b Raise at $10b Valuation 03:27 - Anthropic Doubles Raise to $10b at $170b 04:15 - Eight Sleep Raises $100m at $1.5b 04:47 - Manus Hits $90m ARR in 6 Months 05:17 - Anduril Sponsors Ohio State Athletics 06:18 - Stripe / MetaMask Launch mUSD Stablecoin
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2 months ago
7 minutes

This Week in Pre-IPO Stocks
E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money
Send us a text 00:00 – OpenAI Tender Eyes $500b Valuation 06:32 – Cohere Raises at $6b Valuation 12:11 – n8n Raises at $2.3b Pre-Money Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickfusco Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments …X - @evvcohen …LinkedIn - www.linkedin.com/in/evcohen Clint Sorenson = Chief Investment Officer at WealthShield, an out...
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2 months ago
31 minutes

This Week in Pre-IPO Stocks
E220: OpenAI tender eyes $500b valuation; OpenAI offers govt ChatGPT for $1; OpenAI releases open-weight models; OpenAI launches GPT-5 model; Bullish targets $4.23b IPO valuation; n8n raises at $2.3b pre-money; Figure Technology files $3.3b IPO; Clay rais
Send us a text 00:00 - Intro 00:54 - OpenAI Tender Eyes $500b Valuation 01:38 - OpenAI Offers Govt ChatGPT for $1 02:14 - OpenAI Releases Open-Weight Models 02:57 - OpenAI Launches GPT-5 Model 03:33 - Bullish Targets $4.23b IPO Valuation 04:46 - n8n Raises at $2.3b Pre-Money 05:47 - Figure Technology Files $3.3b IPO 06:37 - Clay Raises $100m at $3.1b 07:21 - Groq Hosts OpenAI Open Models 08:25 - ElevenLabs Launches AI Music Generator 09:28 - Brex Secures EU Payments License
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3 months ago
10 minutes

This Week in Pre-IPO Stocks
E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 months
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3 months ago
32 minutes

This Week in Pre-IPO Stocks
E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on
Send us a text 00:00 - Intro 00:52 - Figma Surges 250% on NYSE Debut to $56b 02:10 - Anthropic Triples Valuation to $170b in New Round 03:01 - Ramp Jumps 40% to $22.5b in 45 Days 04:23 - iCapital Raises $820m to $7.5b Valuation 05:28 - BitGo Files IPO at $3.43b Secondary Valuation 06:05 - Substack Boosts 70% to $1.1b on $100m Raise 06:51 - Shein Posts $10b Q1 Revenue Amid Valuation Pressure 08:09 - Klarna Eyes $15b IPO with $11.8b Secondary Valuation 09:26 - OpenAI Doubles Revenue to $12b Ann...
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3 months ago
17 minutes

This Week in Pre-IPO Stocks
Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:00 - Intro 00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition 01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push 01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple 02:38 - Crusoe Tender Implies $13B Valuation (+30%) 03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ 04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%) 04:52 - H...