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

E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI 10.06.2025 46:15

Send us Fan Mail 00:00 - Intro 00:46 - AI teaching our kids, Alpha School (Texas) 23:48 - Circle IPO a huge success 35:55 - Meta’s $10b investment into Scale AI

E204: Musk's political bets pay off; Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses); AI Apps the next huge investment opportunity? 03.06.2025 56:31

Send us Fan Mail 00:00 - Intro 00:46 - Musk's political bets pay off 08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses) 22:42 - AI Apps the next huge investment opportunity?

E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks 13.05.2025 41:29

Send us Fan Mail 00:00 - Intro 00:29 - OpenAI & Microsoft closer to deal 10:58 - Wonder is no bueno? 22:02 - Function Health, wearables + pre-IPO health stocks

E202: SpaceX cleared for 25 Starship launches at Starbase; Wonder raises $600M at $7B+ valuation; Function Health seeks $2B valuation after Ezra deal; OpenAI seeks to restructure Microsoft deal; OpenAI appoints Instacart CEO to lead applications division; 09.05.2025 8:55

Send us Fan Mail 00:00 - Intro 00:07 - SpaceX Cleared for 25 Starship Launches at Starbase 00:58 - Wonder Raises $600M at $7B+ Valuation 01:46 - Function Health Seeks $2B Valuation After Ezra Deal 02:38 - OpenAI Seeks to Restructure Microsoft Deal 03:51 - OpenAI Appoints Instacart CEO to Lead Applications Division 05:26 - Stargate Plans $500B Global AI Data Center Expansion 06:35 - Whoop Launches...

E201: eToro IPO is happening!; Starlink winning in Africa, Congo approval; Epic wins vs Apple, Fortnite back on iOS; Nick in Omaha for Warren Buffett 06.05.2025 52:31

Send us Fan Mail 00:00 - Intro 00:21 - Nick in Omaha for Warren Buffett 13:14 - eToro IPO is happening! 19:09 - Epic wins vs Apple, Fortnite back on iOS 28:52 - Starlink winning in Africa, Congo approval

E200: Neuralink raises $500M at $9B valuation; Discord appoints new CEO amid IPO speculation; Last of X debt sold by MStanley; Glean raises at $7B valuation as ARR tops $100M; Anthropic adds Claude features, projects $34.5B revenue by 2027; Epic Games win 02.05.2025 6:33

Send us Fan Mail 00:00 - Intro 00:07 - Neuralink Raises $500M at $9B Valuation 01:01 - Discord Appoints New CEO Amid IPO Speculation 01:52 - Last of X debt sold by MStanley 03:01 - Glean Raises at $7B Valuation as ARR Tops $100M 03:43 - Anthropic Adds Claude Features, Projects $34.5B Revenue by 2027 04:37 - Epic Games Wins Against Apple, Returns to iOS App Store 05:37 - Stripe Enables iOS Develope...

E199: Revolut is killing it!; Shein + tariff impact; Autonomous driving regulation 29.04.2025 41:25

Send us Fan Mail 00:00 - Intro 00:21 - Revolut is killing it! 15:16 - Shein + tariff impact 24:21 - Autonomous driving regulation

E198: Buyer of Rippling at $16b?; Figma IPO at $21b?; Humanoid robots run marathon 22.04.2025 36:58

Send us Fan Mail 00:00 - Intro 00:24 - Buyer of Rippling at $16b? 08:00 - Figma IPO at $21b? 21:29 - Humanoid robots run marathon

E197: Are you a buyer of Safe Superintelligence at $33b, Thinking Machines at $10b; Pre-IPO opportunities from tariffs 15.04.2025 38:08

Send us Fan Mail 00:00 - Intro 00:39 - Safe Superintelligence, Thinking Machines 15:44 - Tariff opportunities

E196: Thinking Machines targets $10B valuation with $2B seed round; ByteDance revenue hits $155B in 2024; Anysphere(Cursor) revenue quadruples, eyes $10B valuation; Nuro raises $106M at $6B valuation; Base Power raises $200M to scale affordable home batte 11.04.2025 13:52

Send us Fan Mail Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe; - Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets - Saturdays = pre-IPO news and insights 00:00 - Intro 00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round 01:12 - ByteDance Revenue Hits $155B; Valuation Diverges 02:15 - Anysphere Revenue Quadrup...

E195: TARIFFS! [1] Pre-IPO stock opportunities, [2] Opportunities w/ Protectionism, [3] Opportunities w/ Manufacturing (robotics?) 08.04.2025 50:56

Send us Fan Mail 00:21 - Navigating pre-IPO stock opportunity in a shifting market 17:00 - Protectionism’s impact on pre-IPO stocks 34:00 - Embracing efficiency: AI, automation, and the future of work

E194: CoreWeave IPO disappointing; Model Context Protocol great for AI agents; AI App Cursor $9.6b valuation 04.04.2025 51:51

Send us Fan Mail 00:00 - Intro 00:22 - CoreWeave IPO disappointing 13:53 - Model Context Protocol great for AI agents 27:15 - AI App Cursor $9.6b valuation 42:13 - Respect to Musk taking care of his X shareholders with xAI deal

E193: CoreWeave prices IPO at $19B valuation; eToro files for US IPO as commissions surge; Crusoe secures $225M to expand AI data centers; OpenAI targets $29.4B in 2026 revenue; Databricks and Anthropic strike enterprise AI deal; Flexport misses profit ta 28.03.2025 9:20

Send us Fan Mail Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe; - Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets - Saturdays = pre-IPO news and insights, webinar replays 00:00 - Intro 00:07 - CoreWeave Prices IPO at $19B Valuation 01:18 - eToro Files for US IPO as Commissions Surge 02:07 - Crusoe Secures $225M to Expand AI D...

E192: Exits are back! Wiz, CoreWeave, Klarna; X raise at $44b! back to "par"; Perplexity, an AI app, at $18b 26.03.2025 56:49

Send us Fan Mail 00:00 - Intro 00:22 - Exits are back! Wiz, CoreWeave, Klarna 11:34 - X raise at $44b! back to "par" 33:11 - Perplexity, an AI app, at $18b

E191: Wiz acquired by Google for $32B in all-cash deal; CoreWeave IPO at $30B, down from $35B; X raises nearly $1B, back to Musk purchase price; Perplexity in talks to raise at $18B valuation; xAI joins $100B AI infrastructure partnership; Kraken acquires 21.03.2025 9:12

Send us Fan Mail Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe; - Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets - Saturdays = pre-IPO news and insights, webinar replays 00:00 - Intro 00:08 - Wiz Acquired by Google for $32B in All-Cash Deal 01:17 - CoreWeave IPO at $30B, Down From $35B 02:53 - X Raises Nearly $1B, Back to Mus...

E190: Klarna's IPO is big for venture; Are you ready to give all your personal data to get a proper AI assistant? 18.03.2025 31:11

Send us Fan Mail 00:25 - Klarna's IPO is Big For Venture The team kicks off the episode with a deep dive into Klarna’s upcoming IPO, highlighting its strong financials and competitive position. Klarna reported $2.8 billion in 2024 revenue, up 23% from the previous year, with net income reaching $232 million — a 108% increase. The company also processed $105 billion in gross merchandise volume...

E189: Klarna plans NYSE IPO at $15B valuation; Applied Intuition in talks for $15B valuation; Anysphere eyes $10B valuation after rapid ARR growth; Gemini confidentially files for IPO; CoreWeave signs $11.9B AI infrastructure deal with OpenAI; Moveworks a 15.03.2025 11:54

Send us Fan Mail Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe; - Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets - Saturdays = pre-IPO news and insights, webinar replays 00:00 - Intro 00:08 - Klarna Plans NYSE IPO at $15B Valuation 01:27 - Applied Intuition in Talks for $15B Valuation 02:36 - Anysphere Eyes $10B Valuation Aft...

E188: Are AI Apps now investable?; Pre-IPO stocks that will never IPO?!; Are AI Platform valuations justifiable? 13.03.2025 41:14

Send us Fan Mail 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...

E187: CoreWeave prepares for $35B IPO after 737% revenue growth; Stripe hits $91.5B valuation in tender offer; OpenAI raises $40B at $300B valuation, partners with SoftBank; plus news from X, Thinking Machines, MrBeast, Shein, SpaceX, ByteDance, Ramp, Sa 08.03.2025 25:40

Send us Fan Mail 01:19 - CoreWeave Prepares for $35B IPO After 737% Revenue Growth 04:00 - Stripe Hits $91.5B Valuation in Tender Offer 05:12 - OpenAI Raises $40B at $300B Valuation, Partners with SoftBank 07:59 - X Seeks $44B Valuation for New Fundraising Round 09:01 - Thinking Machines Eyes $9B Valuation With $1B Raise 09:34 - MrBeast Targets $5B Valuation for Media Business 10:19 -...

E186: Beware of dilution (OpenAI, xAI, Figure); Figure's huge 780% increase to $39.5b; Anduril 2x to $28b 18.02.2025 29:40

Send us Fan Mail 00:24 - The Capital Game! xAI Raising $10B at $75B Valuation, Maybe Higher? OpenAI raising $40b at $300b post … DILUTION! 13:10 - Figure AI Raises $1.5B at $39.5B Valuation 17:21 - Anduril Doubles Valuation to $28B with $2.5B Raise

E185: xAI raising $10B at $75B valuation, maybe higher?; Figure AI raises $1.5B at $39.5B valuation; Anduril doubles valuation to $28B with $2.5B raise; Groq secures $1.5B contract from Saudi Aramco; Klarna plans April IPO at $15B valuation; Safe Superint 16.02.2025 12:04

Send us Fan Mail 00:00 - Intro 00:53 - xAI Raising $10B at $75B Valuation, Maybe Higher? 02:21 - Figure AI Raises $1.5B at $39.5B Valuation 03:13 - Anduril Doubles Valuation to $28B with $2.5B Raise 04:01 - Groq Secures $1.5B Contract from Saudi Aramco 04:35 - Klarna Plans April IPO at $15B Valuation 05:23 - Safe Superintelligence Seeks $20B Valuation 05:59 - Stripe Considers Share Sale...

E184: Klarna April IPO at $15b; Anduril raise at $28b; Groq crushing it w/ $1.5b Saudi deal 11.02.2025 23:52

Send us Fan Mail 00:00 - Intro 00:23 - Klarna April IPO at $15b 06:33 - Anduril raise at $28b 14:43 - Groq crushing it w/ $1.5b Saudi deal

E183: Deel valued at $12.6B after $300M secondary sale; Winklevoss’s Gemini crypto exchange eyes IPO; Neuralink expands human trials, valued at $8.7B; OpenAI secures $40B investment at $300B valuation; Thinking Machines Lab seeks $100M 07.02.2025 9:32

Send us Fan Mail FUNDS CLOSING MAR 7*: AG Dillon is closing six (6) pre-IPO stocks funds on Mar 7, 2025. Anduril, OpenAI, xAI, Groq, Figure AI, and a space economy company. Use these single stock funds to build bespoke pre-IPO stock portfolios. You select pre-IPO stock company exposures and weight allocation to each pre-IPO stock to express your unique investment thesis. Available for purchase at...

E182: Shein impacted by Trump tariffs; OpenAI o3, Operator, & Deep Research impress! 04.02.2025 30:18

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E181: OpenAI in talks for $40B raise at $300B valuation; Skild AI nears $4B valuation with $500M SoftBank investment; ElevenLabs raises $180M, triples valuation to $3.3B; X’s cash reserves drop 71% as bankers offload $3B in debt; Quince raises $120M as re 31.01.2025 7:48

Send us Fan Mail 00:00 - Intro 00:31 - OpenAI in Talks for $40B Raise at $300B Valuation 01:27 - Skild AI Nears $4B Valuation with $500M SoftBank Investment 02:10 - ElevenLabs Raises $180M, Triples Valuation to $3.3B 02:59 - X’s Cash Reserves Drop 71% as Bankers Offload $3B in Debt 03:53 - Quince Raises $120M as Revenue Nears $1B 04:34 - Kraken Relaunches Staking in the US After SEC Sett...