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

E155: US equity allocation must include pre-IPO stocks?; YTD, 1yr pre-IPO stock returns; Outlook for pre-IPO stock access 09.10.2024 57:11

Send us Fan Mail 00:16 - Should pre-IPO stocks be part of a U.S. equity allocation 06:00 - Importance of tech stocks and private companies in your portfolio 12:00 - Difficulties in gaining access to long-private companies 18:00 - Liquidity and growth trends in the pre-IPO secondary market 24:00 - Alternative strategies for investing in private markets like defense 30:00 - Understanding liquidity a...

E154: OpenAI secures $6.6B round, expands capabilities; Cerebras files for IPO with 220% revenue growth; Anthropic hires former OpenAI co-founder, valued at $25.2B; Flexport restructures to improve profitability, valuation plummets; Epic Games files antit 05.10.2024 9:28

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 00:07 | OpenAI Secures $6.6B Round, Expands Capabilities - Introduced real-time voice assistant capabilities through API for businesses - New API features and d...

E153: OpenAI employees are rich! Natural for them to leave?; Chime hires MStanley for IPO; Secondaries drive primary valuations? 01.10.2024 38:52

Send us Fan Mail 00:00 - Intro 00:21 - OpenAI employees are rich! Natural for them to leave? 16:16 - Chime hires MStanley for IPO 24:04 - Secondaries drive primary valuations?

E152: LAST CALL for AG Dillon Top 10 Index Fund, OpenAI, xAI, Groq, Hugging Face, and Databricks Pre-IPO Stock Funds, wires due on Oct 15; Anthropic targets $30-40B; Wiz share sale at $15-20B; Revolut hits $45B; Chime preps 2025 IPO; Scale AI hits $400M H 27.09.2024 13:23

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 00:02 | AG Dillon Pre-IPO Stock Funds closing to new investors. Wires due on Oct 15. Top 10 Index Fund, OpenAI, xAI, Groq, Hugging Face, and Databricks. 00:45 |...

E151: AI Agents are coming for our jobs and that’s a good thing, Canva's 300% price increase, Pre-IPO stocks +70% in last 6 months alone 24.09.2024 29:40

Send us Fan Mail 00:00 - Intro 00:18 - AI Agents are coming for our jobs and that’s a good thing 08:59 - Canva's 300% price increase 17:04 - Pre-IPO stocks +70% in last 6 months alone

E150: CoreWeave's $23B share sale, Revolut’s $45B stablecoin move, Neuralink's vision breakthrough, Alan’s $193M Series F, Lionsgate & AI film production, OpenAI x T-Mobile, Databricks’ $45.5B EU HQ, Canva's 300% price hike, Wiz’s new cloud security tool 20.09.2024 11:36

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 00:07 | CoreWeave Plans Share Sale at $23B Valuation - AI cloud computing company - Share sale to allow existing shareholders to tender $400M-$500M - Valuation...

E149: OpenAI to $1.0 trillion valuation?, Fly United with Starlink?, Broker-dealers ever offer crypto? 18.09.2024 44:23

Send us Fan Mail 00:15 - OpenAI to $1.0 trillion valuation? 17:11 - Fly United with Starlink? 26:39 - Broker-dealers ever offer crypto? [1] OpenAI in Talks for $6.5B Funding Round at $150B Valuation -Does OpenAI have potential to be a $1.0 trillion company? 6.7x return from here. -OpenAI in discussions to raise $6.5B at a $150B valuation (primary round) -Previous valuation: $86B earlier in 2024 -S...

E148: OpenAI launches 'OpenAI o1,' in talks for $6.5B at $150B valuation, hits 10M subscribers; SpaceX sets civilian space travel record; Glean raises $260M at $4.6B valuation; Klarna cuts losses, integrates AI; Poolside in talks for $500M at $3B valuatio 13.09.2024 10:09

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 00:06 | SpaceX Sets New Record in Civilian Space Travel - Space payload delivery and satellite internet company - Polaris Dawn mission: first commercial spacewa...

E147: OpenAI users up 100% yoy, Anthropic to power Amazon Alexa, X TV App the end of cable TV? 10.09.2024 46:58

Send us Fan Mail 00:00 - Intro 00:14 - OpenAI Hits 200M Weekly Active Users for ChatGPT 09:16 - Anthropic’s Claude AI Powers New Amazon Alexa 23:55 - X Launches Beta Version of TV App for Fire TV and Google TV

E146: Safe Superintelligence raises $1B for new AI LLM; OpenAI hits 200M weekly active users for ChatGPT; Salesforce acquires Own company for $1.9B; ByteDance raises $600M for Dongchedi, valued at $3B; Anthropic’s Claude AI powers new Amazon Alexa; xAI’s 06.09.2024 35:37

Send us Fan Mail PRE-IPO STOCK FUNDS CLOSING TO NEW INVESTORS ON SEP 13 (NEXT FRIDAY) AG Dillon has seven (7) pre-IPO stock funds closing on Friday, Sep 13. Next Friday. See fund list at www.agdillon.com/product (page 3). Available for purchase at Schwab, Fidelity, or directly at AG Dillon. Email aaron.dillon@agdillon.com to invest Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subs...

E145: FigureAI's $675m capital raise, Stripe stock buyback at $70b, xAI Grok 2.0 differentiators 03.09.2024 35:37

Send us Fan Mail 00:19 | FigureAI (humanoid robots) - AI and humanoid robots drive efficiency and will drive cost of goods/services to $0, drive unlimited GDP - $675m raise $2.6b valuation; OpenAI, Microsoft, Nvidia - 10b humanoid robots by 2040 - Musk is projecting 16b to 32b humanoid robots, Telsa Optimus is a humanoid robot - humanoid robots fit easily into a human world to easily replace human...

E144: xAI launches Grok-2 and Grok-2 Mini on X platform, Klarna expands into banking with new products, Epic Games targets mobile market with new storefront, Ramp’s AI-powered growth drives $9.1B valuation, X projects $2B in 2024 ad revenue, Databricks ac 16.08.2024 12:42

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 00:07 | xAI Launches Grok-2 and Grok-2 Mini on X Platform - AI large language model platform business - Released Grok-2 and Grok-2 Mini beta LLMs on X platform...

E143: Anduril raise at $14b; Groq raise at $2.8b; Live AI projects at JPM, MStanley, Goldman 13.08.2024 44:51

Send us Fan Mail Receive the podcast to your inbox = www.agdillon.com/subscribe 00:22 | Groq’s $640M series D drives valuation by 143% - Semiconductor company focused on AI inference chips - Raised $640M in Series D, valuation up to $2.8B (primary) - 143% increase from Feb 2024 round - Backed by Cisco, Samsung, BlackRock - Funds to scale tokens-as-a-service and deploy 108,000 LPUs by 2025 - Aims t...

E142: Revolut's $45B valuation with employee share sale, Anduril’s $1.5B round pushes valuation to $14B, Groq’s $640M Series D boosts valuation by 143%, Google acqui-hires Character.AI team, Reddit acquires Memorable AI, JPMorgan rolls out LLM suite to 60 09.08.2024 7:43

Send us Fan Mail WEBINAR ANNOUNCEMENT: AG Dillon will be hosting a webinar on August 14 at 1:30pm ET titled “How RIAs Can Invest into Venture Capital and Still Custody at Schwab”. Step by step details of investing into alternatives at Schwab and we’ll explore how AG Dillon venture capital funds are specifically designed to eliminate incremental RIA operational and administrative work when investin...

E141: Cerebras targets October IPO, OpenAI rolls out advanced voice mode, Harvey's $100M Series C round, Canva acquires Leonardo.ai, Ramp's AI-powered financial tools, Ramp's AI-powered financial tools, Anduril secures Air Force contracts, Airtable acquir 02.08.2024 10:22

Send us Fan Mail WEBINAR ANNOUNCEMENT: AG Dillon will be hosting a webinar on August 7 at 1:30pm ET titled An Introduction to the AG Dillon Top 10 Pre-IPO Stock Fund. Fund invests into the top 10 pre-IPO stock by valuation. Pre-IPO stock exposure to artificial intelligence, robotics, space economy, fintech, virtual/augmented reality in one fund. Pre-IPO Indexing delivers 450% cumulative returns ov...

E140: Josh Brown, Michael Batnick, Aaron Dillon - 2024 IPO Outlook and Current State of Pre-IPO Stock Market 31.07.2024 15:12

Send us Fan Mail Subscribe to The Compound… Apple Podcast = here Youtube = here Visit www.agdillon.com to learn more about AG Dillon Pre-IPO Stock Funds. 00:00 – Intro 00:48 – 2024 IPO Overview 06:00 – Current Pre-IPO Market Analysis 13:33 – Liquidity in the Private Pre-IPO Stock Market 13:41 – RIA Demand for Pre-IPO Stocks 14:37 – Two US Stock Markets; Public & Pre-IPO Market

E139: Klarna savings millions using AI, Continuation funds vs single stock SPVs, xAI to raise another $5b? 30.07.2024 50:44

Send us Fan Mail 00:00 - Intro 02:52 - Continuation funds vs single stock SPVs 21:20 - xAI to raise another $5b? 33:02 - Klarna savings millions using AI

E138: Tesla to invest $5B in xAI?, OpenAI launches SearchGPT, Wiz walks away from $23B Google deal, Klarna replacing 70 employees per month with AI, Revolut's $45B valuation surge, Cohere's $5.5B valuation boost, Goldman’s pre-IPO investment, Neuralink te 26.07.2024 13:14

Send us Fan Mail Weekly pre-IPO reports… - Valuations, revenue multiples, performance = www.agdillon.com/reports - Market update pdf = www.agdillon.com/update - Index fact sheet = www.agdillon.com/index 00:07 | Wiz walks away from $23B Google deal - Cloud security company - Opted for IPO over $23B Google deal - Influenced by antitrust concerns - Aims for $1B annual revenue; reached $350M last year...

E137: Stripe’s $70b valuation; Revolut $40b valuation; $267m for Human Interest; Tekion $4b valuation; Starlink approved in South Sudan; OpenAI GPT-4o Mini launched; Anthropic, Menlo launch fund 19.07.2024 9:50

Send us Fan Mail Weekly pre-IPO reports… - Valuations, revenue multiples, performance = www.agdillon.com/reports - Market update pdf = www.agdillon.com/update - Index fact sheet = www.agdillon.com/index 00:07 | Stripe’s $70b valuation - Online payments company - Sequoia inter-fund transaction - $27.51/share at $70b valuation, +7.7% vs its last round - Sequoia LPs get liquidity, realized returns -...

E136: Google buying Wiz for $23b, BlackRock buys Preqin for $3.2b, OpenAI defines AGI for the world 16.07.2024 44:08

Send us Fan Mail 00:00 - Intro 00:21 - Google buying Wiz for $23b 09:05 - BlackRock buys Preqin for $3.2b 21:07 - OpenAI defines AGI for the world

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 12.07.2024 10:05

Send us Fan Mail Pre-IPO stock valuations = www.agdillon.com/reports Pre-IPO weekly market update pdf = www.agdillon.com/update Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Axiom Space, Gravitics space station deal - Axiom Space, Gravitics develop space stations - $125m deal to develop new space station - Drive in-space manufacturing (new industry!) - SpaceX rockets will deliver...

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? 09.07.2024 37:40

Send us Fan Mail 00:00 - Intro 03:49 - Okay for Revolut CEO to sell stock? 09:09 - Should crypto shops just be broker-dealers/RIAs already? 25:01 - Do we need "AI apps" for small/mid businesses to adopt AI?

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 05.07.2024 11:25

Send us Fan Mail Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Revolut revenue +95% yoy - UK online bank - $553m 2023 pre-tax revenue vs -$32m 2022 - $2.2b 2023 revenue, +95% vs 2022 ($1.1b) - $638m 2023 interest income vs $106m 2022 - $638m 2023 customer loan book vs $260m 2022 - 45m customers as of Jun 2024, 12...

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 28.06.2024 9:34

Send us Fan Mail Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:06 | MStanley OpenAI solution yields 2,800 more financial advisors - “Debrief” acts as notetaker, summarizer, and 1st draft email composer for client meetings - Powered by OpenAI ChatGPT-4 - Estimated 30 mins of advisor time saved per meeting - Assume 1.5...

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 25.06.2024 49:27

Send us Fan Mail 00:16 - Photorealistic avatars - Full pod at www.youtube.com/@thisweekinpreipostocks - Tiktok avatars for advertising announced - HeyGen round at $500m (built on top of OpenAI/ElevenLabs, $24/month subscription fee, 40,000 customers, $35m ARR in 2023) - Dillon uses ElevenLabs to publish research video in chinese and Spanish - Disruption in the entertainment industry by AI-generate...