This Week in Pre-IPO Stocks

Send us Fan Mail Databricks acquires MosaicML, SpaceX $150b valuation and monopoly, Robinhood acquires X1, Anduril acquires Adranos, Shein competes with Amazon | Pre-IPO Stock Market Update - Jun 30, 2023 00:30 | Databricks acquires MosaicML - Databricks acquires MosaicML for $1.3 billion, aiming to bolster its machine learning sector - Deal enhances Databricks' offerings, underscoring the va...

Send us Fan Mail Robinhood buys X1, EDX new crypto exchange, OpenAI app store?, Tiktok e-commerce in UK, Twitter in video/payments | Pre-IPO Stock Market Update - Jun 23, 2023 00:30 | Robinhood buys X1 - Robinhood has acquired X1, an emerging credit card startup, for $95m - Robinhood is set to introduce a range of credit card offerings for its 30m+ user base 01:09 | EDX new crypto exchange - Fidel...

Send us Fan Mail Databricks revenue surpasses $1.0b, SpaceX hires 14-year-old Kairan Quazi, Epic Games puts your face in the metaverse | Pre-IPO Stock Podcast – Jun 19, 2023 | Clint Sorenson, Jack Dreifuss, Luke Oliver, Aaron Dillon 00:44 | Databricks revenue surpasses $1.0b - Databricks, a data analytics company, has surpassed $1 billion in revenue, with a 60% year-over-year growth rate. - The in...

Send us Fan Mail 1-person company sells for $54m,  Revolut marked down 40%, Databricks revenue up 60%,  AI delivers $10b for Microsoft, Stripe + FedNOW, Brex's $100m ARR two times, 14 yr old hired at SpaceX, Epic Games puts your face in the metaverse | Pre-IPO Stock Market Update - Jun 16 , 2023 00:36 | 1-person company sells for $54m - WarGraphs, a single-employee gaming startup, sold to MOB...

Send us Fan Mail Neuralink’s FDA approval for chips in brains, Klarna posts strong Q1 financials, Instacart’s new ad business is big, AI: data ownership, every company needs to be an AI company | Pre-IPO Stock Podcast – Jun 5, 2023 | Clint Sorenson CFA, CMT, Nick Fusco, Jud Mackrill, Aaron Dillon Neuralink’s FDA approval for chips in brains - Neuralink could revolutionize healthcare and other indu...

Send us Fan Mail Klarna’s great Q1, TikTok Shop launches, Chime revenue up big, Neuralink to put chips in human brains, Instacart drives ad revenue, Revolut + 30m customers, Starlink wins Pentagon contract | Pre-IPO Stock Market Update - May 26, 2023 00:33 | Klarna’s great Q1 - Klarna reports a 50% reduction in net loss in its Q1 results. - Revenue boost driven by customer adoption and merchant pa...

Send us Fan Mail Pre-IPO Stock Market Update - May 19, 2023 | Anthropic raises $50m, OpenAI launched iOS app, Meta + Magic Leap partnership, Flexport adds Uber trucking expert, Waymo + Uber partner, Starlink has 1.5m subscribers, Goldman invests in Go, Turo releases 2022 financials, Panera IPO, Revolut receives Brazil bank license 00:35 | Anthropic raises $450m Anthropic, an AI research firm, secu...

Send us Fan Mail Pre-IPO Stock Market Update - May 12, 2023 | BofE rejects Revolut, Crypto industry (Coinbase) vs SEC, Shein raises a down round, Montana bans TikTok, OpenAI's Altman at Congress 00:29 | BofE rejects Revolut - The Bank of England plans to reject Revolut's UK banking license application over balance sheet concerns. - Revolut attributes the issue to auditor concerns about r...

Send us Fan Mail Pre-IPO Stock Market Update - May 5, 2023 | AI cloud storage + cloud server provider partnerships, Twitter new CEO, Instacart Q1 slower gross order volume, SoftBank big portfolio losses 00:32 | AI cloud storage + cloud server provider partnerships - Oracle and Microsoft are in talks for a potential agreement to rent servers to each other, aimed at addressing the shortage of comput...

Send us Fan Mail Pre-IPO Stock Market Update - Apr 21, 2023 | Tech billionaires + fusion, Klarna ad revenue growth, Discord financials disclosed, 'ChatGPT for Business' 00:33 | Tech billionaires invest into nuclear fusion companies - Sam Altman (OpenAI), Peter Theil (Founders Fund); Helion Energy ($3.7b val, Nov 2021) - Marc Benioff (Salesforce), Bill Gates  (Microsoft); Commonwealth Fus...

Send us Fan Mail Pre-IPO Stock Market Update - Apr 14, 2023 | Reddit charges AIs for API access, OpenAI investor terms, IPOs are coming!, Epic Games acquisition, SpaceX's Starship launches 00:34 | Reddit, Twitter and AI training and paying for data - Reddit will impose a paywall around its API - Pricing has yet to be determined - “The Reddit corpus of data is really valuable,” Huffman (CEO) s...

Send us Fan Mail Pre-IPO Stock Market Update - Apr 07, 2023 | Buys stocks on Twitter powered by eToro, Databrick's ChatGPT competitor, SpaceX's Starship to launch next week, Tyler Siconolfi research (OpenSea, Deel) 00:31 | Twitter + eToro partner to bring stock trading to Twitter users - Twitter will allow users to view market charts on an expanded range of financial instruments and buy...

Send us Fan Mail Pre-IPO Stock Market Update - Mar 31, 2023 | China AI investments, Q1 startup funding vs prior year, Klaviyo IPO, ByteDance/Tiktok 2022 revenue, Instacart increases valuation  00:26 | China and AI - Chinese AI companies are commanding big valuations and are attracting a lot of capital from US investors - China AI companies must adhere to Chinese govt regulation ... this means they...

Send us Fan Mail Pre-IPO Stock Market Update - Mar 24, 2023 | New SpaceX capital raise, Epic Games launches new creator payout model, Klarna launches OpenAI plugin, Tyler's Corner (Deel, Databricks, Kraken) 00:34 | New SpaceX capital raise - Badeel (Saudi Arabia’s Water and Electricity Holding Company, part of Saudi's Public Investment Fund) and United Arab Emirates’ Alpha Dhabi are inve...

Send us Fan Mail Pre-IPO Stock Market Update - Mar 17, 2023 | Tiger Global marks down pre-IPO stocks, eToro cap raise, Checkout launches debit card issuing, Tyler's Corner (Revolut, Rippling, SpaceX) 00:34 | Tiger Global marked down one of its venture fund portfolio by 33%, or $23b - SoftBank Group marks down 30% Vision Fund 2 ($48b) - Preferred shares play an interesting role in this valuati...

Send us Fan Mail EPISODE #11 - This Week in Pre-IPO Stocks Podcast - Mar 23, 2023 | Fusco, Sorenson, Nero, Dillon 01:25 | Tiger marks down venture fund portfolio by 33%, or $23b 12:16 | Kraken suspends ACH, Silvergate/Signature under FDIC receivership, Coinbase gets wells notice 22:26 | Tiktok CEO testifies to Congress, Biden Administration has demanded that ByteDance divest Tiktok, Chinese govt r...

Send us Fan Mail Pre-IPO Stock Market Update - Mar 10, 2023 | TikTok, Mint Mobile/Ryan Reynolds, OpenAI, Two new unicorns, Pre-IPO stocks down for the week but beat S&P big 00:29 | White House is demanding ByteDance to divest Tiktok - ByteDance current cap table; 60% global investors, 20% employees, 20% founders. The business is already majority owned by non-Chinese investors. - The company sh...

Send us Fan Mail EPISODE #10 - This Week in Pre-IPO Stocks Podcast - Mar 15, 2023 | Fusco, Sorenson, Nero, Dillon 00:53 | Post-SVB what comes next for venture debt 04:25 | Who fills the SVB product/service gap for venture capital firms and their portfolio companies 06:40 | How venture equity is impacted by changes in the venture debt market 13:26 | Pre-IPO market order activity update from Nick  1...

Send us Fan Mail Pre-IPO Stock Market Update - Mar 03, 2023 | Current valuations for largest pre-IPOs stocks, SVB's problems, One new decacorn, Two new unicorns, Pre-IPO stocks down for the week 00:29 | Current valuation analysis for large pre-IPO stocks - SpaceX and N26 are the only two companies to post positive gains from their last primary financing round; 9% and 1% respectfully - Big los...

Send us Fan Mail EPISODE #9 - This Week in Pre-IPO Stocks Podcast - Mar 9, 2023 | Fusco, Sorenson, Nero, Dillon Don Nitti was unable to join us this week. 02:14 | Shein raising at $60b valuation, US IPO in late 2023 - Shein is an online clothing company - moved headquarters from China to Singapore, now developed market company - 74.7 million active shoppers, 13.7 million are based in the US ... on...

Send us Fan Mail EPISODE #8 - This Week in Pre-IPO Stocks Podcast - Mar 2, 2023 | Fusco, Nitti, Jassy, Dillon Clint Sorenson is on holiday this week. 01:20 | NFT exchange Blur is eating OpenSea's lunch - Blur offers 0% commission NFT trading - In February, nearly 80% of global NFT trading was taking place on Blur.  - OpenSea has responded by going to 0% commission for a temporary basis. - The...

Send us Fan Mail Pre-IPO Stock Market Update - Feb 24, 2023 00:34 | Epic Games releases 2022 Unreal Engine trends; 23% monthly growth, over 50% of next-gen games, 500 film/TV projects, 2.6 million MetaHumans created, over 40 million Quixel assets downloaded 03:06 | Canva launches Canva for Campus 04:08 | OpenSea and Blur go to 0% commissions for NFT transactions 05:30 | Big cap raises from Fadu, F...

Send us Fan Mail Pre-IPO Stock Market Update - Feb 17, 2023 00:34 | Foursquare to let RSUs expire worthless, employees of private tech companies should consider selling shares in pre-IPO stock secondary market to diversify 02:20 | Starlink price increase, potential $1.0 trillion valuation for SpaceX? 04:24 | Klarna posts 71% US sales growth, other solid metrics 05:57 | Two new decacorns this week;...

Send us Fan Mail EPISODE #7 - This Week in Pre-IPO Stocks Podcast - Feb 17, 2023 | Fusco, Sorenson, Dillon Don Nitti took the week off. He'll be back with us next week. 01:00 | Bytedance is the largest pre-IPO stock by valuation globally. - Bytedance is the parent company of TikTok and several other products (mostly in China). - $61.7b in 2022 revenue. - 2.0 billion users globally. - Bytedanc...

Send us Fan Mail Pre-IPO Stock Market Update - Feb 10, 2023 00:31 | Stripe burns $500m in 2022 vs +$400m cash gain in 2021 02:01 | Reddit rumored to IPO in second half of 2023 02:43 | Instacart announced Instacart Business to build on Staples and Office Depot partnerships 03:48 | Two new unicorns this week; The Bank of London and Atmosphere. Big raises from Trusting Social, Acceldata, and Arrcus t...