AG Dillon & Co

This Week in Pre-IPO Stocks

Business EN ↓ 252 episodes

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

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AG Dillon & Co

Episodes

E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks 25.09.2025 42:13

Send us Fan Mail 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 rese...

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 19.09.2025 11:50

Send us Fan Mail 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-T...

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? 16.09.2025 21:31

Send us Fan Mail 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 = Fou...

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 12.09.2025 11:55

Send us Fan Mail 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 Val...

E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence 08.09.2025 25:18

Send us Fan Mail 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...

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 06.09.2025 11:42

Send us Fan Mail 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 $...

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 29.08.2025 9:39

Send us Fan Mail 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

E223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5b 26.08.2025 25:05

Send us Fan Mail 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...

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 22.08.2025 7:15

Send us Fan Mail 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

E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money 19.08.2025 31:31

Send us Fan Mail 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...

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 08.08.2025 10:22

Send us Fan Mail 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 -...

E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 months 05.08.2025 32:04

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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 01.08.2025 17:00

Send us Fan Mail 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 08:0...

E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b 29.07.2025 37:02

Send us Fan Mail CHAPTERS 00:00 – Anthropic $150b valuation (now $170b!!!) 15:13 – xAI + Valor for GPUs 29:55 – Figma IPO valuation set at $15-$16b PARTICIPANTS 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 - @e...

E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf 17.07.2025 15:26

Send us Fan Mail 00:00 - Intro 00:53 - Anthropic Targets $100B Valuation 02:21 - Anthropic Launches Claude 4 Financial Tools 03:20 - Thinking Machines Raises $2B at $12B Valuation 04:58 - OpenEvidence Secures $210M at $3.5B Valuation 07:11 - Xtend Adds $30M to Reach $100M Total Funding 09:10 - Cognition Acquires Windsurf with $82M ARR 11:12 - Via Files IPO with $326.6M Projected Revenue 12:13 - Po...

E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy? 15.07.2025 48:38

Send us Fan Mail 00:00 – Aquihires in AI: A better form of M&A? 13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech? 26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?) 41:39 - Electricity as Commodity: Does anyone have a guy? Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company …X - @TheFuscoKid …LinkedIn - www.linkedin.com/in/nickf...

E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok 4 at PhD-level smarts; X's Yaccarino exits after X m 11.07.2025 14:22

Send us Fan Mail 00:00 - Intro 00:55 - SpaceX Soars to $400B Valuation 01:46 - Revolut Banks on $65B Valuation Boost 02:37 - Groq Chips In at $6B Valuation 03:42 - Mistral AI Storms to $1B+ Raise 04:41 - Harmonic AI Tunes Up to $875M Valuation 05:36 - xAI Unleashes Grok 4 at PhD-Level Smarts 07:32 - X's Yaccarino Exits After X Merger 08:19 - Perplexity AI Launces Browser 09:37 - OpenAI Browse...

E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors? 08.07.2025 26:53

Send us Fan Mail 00:00 – Groq is the private market Nvidia? 07:24 – Figma’s IPO a buy? 13:30 – Robinhood’s pre-IPO stock tokenization legal and good for investors? PARTICIPANTS 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 i...

E212: Josh Brown, Michael Batnick, and Aaron Dillon talk 2H 2025 IPOs, pre-IPO stocks to watch, dynamics of the private stock market 02.07.2025 22:18

Send us Fan Mail The Compound is a go to source of financial news and insights for me on a weekly basis. What Are Your Thoughts on Tuesdays, Animal Spirits on Wednesdays, and The Compound and Friends on Friday. Incredible insights from Josh, Michael, and Ben Carlson. I highly recommend a Youtube subscribe at https://www.youtube.com/@TheCompoundNews . In this discussion… The IPO market has reopene...

E211: Harvey disrupting the law firm industry, or driving it to new revenue levels?; Wealthfront a buy post-IPO?; Prediction markets a business with staying power? 01.07.2025 32:27

Send us Fan Mail 00:00 - Harvey disrupting the law firm industry, or driving it to new revenue levels? 15:41 - Wealthfront a buy post-IPO? 24:45 - Prediction markets a business with staying power?

E210: Harvey eyes $5B primary valuation amid legal AI surge; Wealthfront preps IPO after strong $290M revenue; Snyk acquires Invariant to secure AI risks; PlayAI in acquisition talks with Meta; OpenAI and Microsoft clash over AGI clause; Kalshi hits $2B p 27.06.2025 8:40

Send us Fan Mail 00:00 - Intro 00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge 01:58 - Wealthfront Preps IPO After Strong $290M Revenue 02:42 - Snyk Acquires Invariant to Secure AI Risks 03:47 - PlayAI In Acquisition Talks With Meta 04:46 - OpenAI and Microsoft Clash Over AGI Clause 06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins 07:00 - Polymarket Nears $1B Valuation With...

E209: OpenAI proposes Microsoft own 33% equity in for-profit transition; Cluely records everything you see, say, and hear; Canva secondary deal at $37b valuation; What is Scale’s secondary valuation post-Meta deal? 24.06.2025 38:18

Send us Fan Mail 00:00 - Intro 00:39 – OpenAI proposes Microsoft own 33% equity in for-profit transition 11:10 – Cluely records everything you see, say, and hear 25:32 – Canva secondary deal at $37b valuation 31:54 – What is Scale’s secondary valuation post-Meta deal?

E208: OpenAI strikes defense deal, hits $314B in secondaries; OpenAI-Microsoft standoff over equity, revenue, IP, and AGI; xAI burns billions, seeks $9.3B more amid $121B valuation; Anysphere doubles valuation weeks after raise; Genius Act sets stage for 20.06.2025 11:05

Send us Fan Mail 00:00 - Intro 00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries 01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI 03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation 04:13 - Anysphere Doubles Valuation Weeks After Raise 05:30 - GENIUS Act Sets Stage for Stablecoin Innovation 06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play 0...

E207: Meta buys Scale 49% of Scale AI; Ramp raises at $16b; AI app, Glean, raises at $7.2b 17.06.2025 41:50

Send us Fan Mail 00:00 - Intro 00:40 – Meta buys 49% of Scale AI 11:19 – Ramp raises at $16b 24:11 – AI app, Glean, raises at $7.2b

E206: Scale AI gets $14.3B from Meta, hits $29B valuation; Starlink doubles subs to 6M, adds 100K in Africa; SpaceX expands Starship launch capacity in Florida; Databricks adds Google Gemini, hits $72.8B valuation; Perplexity partners with Nvidia, eyes $1 13.06.2025 10:15

Send us Fan Mail 00:00 - Intro 00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation 02:03 - Starlink doubles subs to 6M, adds 100K in Africa 03:22 - SpaceX expands Starship launch capacity in Florida 04:08 - Databricks adds Google Gemini, hits $72.8B valuation 05:09 - Perplexity partners with Nvidia, eyes $14B raise 06:08 - Glean raises $150M at $7.2B valuation 07:13 - Mistral hits $6B valu...