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

This Week in Pre-IPO Stocks

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Biscuits & Jam

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The War and Treaty Are Getting Carried Away 46:55

منذ 5 أيام46:55

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The War and Treaty’s Michael and Tanya Trotter grew up in Cleveland, Ohio, and Washington, DC, respectively, but both have family roots in the South. They also grew up in the musical traditions of their churches – Tanya in the Black Baptist Church and Michael in the Seventh Day Adventist Church – where they learned the power of song to move people. After becoming a father at a very young age, Michael eventually joined the armed forces and served in Iraq and Germany, where he took up songwriting as a way of dealing with his experiences there. Meanwhile Tanya embarked on a singing and acting career after a breakthrough appearance in Sister Act 2 alongside Whoopi Goldberg and Lauryn Hill. Now, after a long and sometimes traumatic journey, Michael and Tanya are married, touring, winning all sorts of awards, and set to release their fifth album together, and their fourth as The War and Treaty. Sid talks to Michael and Tanya about the new record, Plus One , as well as their collaboration with Miranda Lambert, what it was like to record at FAME studios in Muscle Shoals, and how they’re blending country, soul, gospel, and R&B. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

منذ عام واحد 10:05

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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 new space station to orbit
- Axiom Series C in Aug 2023 put the company at a $2.5b valuation
- Gravitics posted a seed round in Dec 2022 at a $100m valuation
01:41 | $50m for Athletic Brewing
- Non-alcoholic beer
- General Atlantic led
- 10th largest US craft brewery
- 19% non-alcoholic beer market share
- $90m 2023 revenue, 3m cases sold
- $800m valuation
- 40% of Americans … 49% millennials, 61% Gen Z … trying to drink less alcohol
02:25 | Neuralink second patient next week
- Brain computer interface company
- First patient, Noland Arbaugh (Jan 2024), can control a computer with just thoughts
- Goal is to mitigate chip “thread” retraction and improve thread placement
- $7.7b secondary market valuation, +122% vs its Nov 2023 round
03:22 | xAI kills Oracle deal
- AI large language model company
- Owned by Elon Musk, X owns 25%
- xAI was renting 24k Nvidia chips from Oracle
- Deal ended as xAI building 100k Nvidia chip facility in Tennessee
- $24b secondary market valuation, flat to its May 2024 round
04:03 | $270m “investment” fund from Shein
- Fast fashion company, direct to consumer
- $270m into UK/Europe to combat industry waste, support regional brands
- IPO expected on London Stock Exchange
- Headquartered in Singapore, developed market company?
- $66b valuation in its May 2023 Series G
04:53 | AGI test from OpenAI
- AI large language model business
- New test details exactly what an artificial general intelligence (AGI) is
- 5 “Levels”, OpenAI currently at Level 1
- Level 5 has AI performing organizational work, or AI has autonomous decision making
- CEO Altman believes AGI will be accomplished by 2030
- $105b secondary market valuation, +22% vs its Apr 2024 last round
05:44 | Apple, Microsoft off OpenAI board
- Microsoft is $13b investor in OpenAI
- OpenAI to power Apple Siri assistant
- US/EU regulators voices antitrust concerns
- Both companies recused themselves from board observer roles
- OpenAI plans to consistently meet with both in future, so no real change?
06:35 | 400% increase in SpaceX Starship launches
- Space payload delivery and satellite internet company (Starlink)
- Seek FAA approval to increase from 4 to 25 Starship launches
- Starship has 4x the payload capacity of the current Falcon 9 and 97% less expensive per launch ($2m vs $62m)
- $199b secondary market valuation, +10% vs its Jan 2024 round
- Note that SpaceX is currently closing a tender round at a $210b valuation
07:32 | Pre-IPO -0.23% for week, +62.79% for last 1yr
- www.agdillon.com/reports for full pdf
- Up week: Chime +13.6%, CoreWeave +8.5%, SpaceX +2.3%, Anthropic +1.8%, ByteDance +1.3%
- Down week: Groq -21.9%, Ramp -8.5%, eToro -2.0%, Notion -1.2%, Scale AI -1.0%
- Top valuations: ByteDance $289b, SpaceX $199b, OpenAI $105b, Stripe $78b, Databricks $44b
08:23 | 2024 Pre-IPO Stock Vintage Index week performance
- www.agdillon.com/index for pdf with constituents level performance by year
- 2024 Vintage Index top contributors since inception: Rippling +107%, Anduril +56%, Revolut +56%, Klarna +45%, Epic Games +37%
- Key metric averages for all Vintage Indexes 5 years old or older…
444% cumulative return since inception
61% realized, distributed to

184 حلقات

#Trading #Business #AG Dillon & Co

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

This Week in Pre-IPO Stocks

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184 حلقات

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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,… 25:40

منذ 1 day25:40

25:40

Send us a text 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 - Shein Plans London IPO at $50B Valuation Despite Profit Drop 11:05 - SpaceX’s Starlink Becomes Nigeria's No. 2 ISP 14:23 - Unitree Robotics Gains Traction in Global Markets 16:12 - ByteDance Valued at $400B After Internal Buyback 18:37 - Ramp Hits $13B Valuation After Secondary Sale 19:40 - Safe Superintelligence Hits $30B Valuation With $2B Raise 20:50 - Plaid Plans $6B Secondary Share Sale 21:31 - Scale AI Secures Major US Military Contract 22:47 - Epirus Raises $250M to Scale Counter-Drone Tech 23:54 - Klarna Plans $15B IPO on NYSE in April 24:56 - Discord Plans 2025 IPO, Valued at $5.6B THANK YOU TO OUR RIA/IBD PARTNERS*: AG Dillon closed 6 pre-IPO stocks funds on Mar 7, 2025. We’re making investments into Anduril, OpenAI, xAI, Groq, Figure AI, and a space economy company in this recently closed offering and raised a record $30 million with 33 RIAs/IBDs participating. A great result and a special thank you to our RIA/IBD partners. AG Dillon assets under management now stand at $93 million in just under two years since closing our first fund. If you’re a financial advisor and would like to use our single stock funds to build bespoke pre-IPO stock portfolios please drop us an email. You select pre-IPO stock company exposures and weight allocation to each pre-IPO stock to express your unique investment thesis. Our funds are available for purchase at Charles Schwab, Fidelity, and directly at AG Dillon Funds. $2,500 minimum investment. Email aaron.dillon@agdillon.com to invest. * NOTE: AG Dillon ("AGD") is not affiliated with any pre-IPO company. Some pre-IPO companies may require company approval for purchases (aka transfers). AGD has not been pre-approved by any pre-IPO company to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).…

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

منذ 19 يومًا29:40

29:40

Send us a text 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

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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… 12:04

منذ 20 يومًا12:04

12:04

Send us a text 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 at $85B Valuation 06:39 - Eudia Secures $105M for Legal AI Expansion 07:19 - Plaid Plans $300M-$400M Share Sale 08:09 - Harvey Raises $300M at $3B Valuation 08:59 - Mercury Eyes $3B Valuation in New Round 09:39 - Databricks Partners with SAP, Valued at $63.6B 10:35 - Canva Expands Daily Plans, Valued at $33.9B 11:19 - OpenAI Prepares GPT-4.5 Launch, Valued at $300B…

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

منذ 25 يومًا23:52

23:52

Send us a text 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

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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… 9:32

منذ 29 يومًا9:32

9:32

Send us a text 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 Charles Schwab, Fidelity, and directly at AG Dillon Funds. $2,500 minimum investment. Financial advisors only. Email aaron.dillon@agdillon.com to invest. 00:00 - Intro 00:55 - Deel Valued at $12.6B After $300M Secondary Sale 01:51 - Winklevoss’s Gemini Crypto Exchange Eyes IPO 02:31 - Neuralink Expands Human Trials, Valued at $8.7B 03:49 - OpenAI Secures $40B Investment at $300B Valuation 05:03 - Thinking Machines Lab Seeks $100M, Recruits OpenAI Veterans 06:03 - Stripe Acquires Bridge for $1.1B, Strengthening Stablecoin Play 07:22 - Figure AI Drops OpenAI Partnership, Pursues Proprietary Models 08:29 - Groq To Deliver 2M AI Chips In 2025, Challenging Nvidia * AG Dillon ("AGD") is not affiliated with any pre-IPO company. Some pre-IPO companies may require company approval for purchases (aka transfers). AGD has not been pre-approved by any pre-IPO company to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).…

1
E182: Shein impacted by Trump tariffs; OpenAI o3, Operator, & Deep Research impress! 30:18

منذ 5 weeks30:18

30:18

Send us a text

1
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%… 7:48

منذ 5 weeks7:48

7:48

Send us a text 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 Settlement 05:39 - SpaceX Expands Starlink to iPhones with Apple and T-Mobile 06:40 - Figure AI Lands Major Customer, Aims to Ship 100K Robots…

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E180: DeepSeek shakes up AI stocks, Crypto pre-IPO stocks are back w/ Trump?, Huge $s going into data centers in 2025 46:01

منذ 6 weeks46:01

46:01

Send us a text 00:00 - Intro 00:27 - DeepSeek shakes up AI stocks 17:27 - Crypto pre-IPO stocks are back with Trump? 35:11 - Huge $s going into data centers in 2025

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E179: OpenAI launches "Operator" for ChatGPT Pro; Together AI hits $3B valuation with $200M raise; ElevenLabs triples valuation to $3.3B in Series C; Phantom doubles valuation to $3B in Series C;… 7:25

منذ 6 weeks7:25

7:25

Send us a text 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 00:31 - OpenAI Launches "Operator" for ChatGPT Pro 01:36 - Together AI Hits $3B Valuation with $200M Raise 02:13 - ElevenLabs Triples Valuation to $3.3B in Series C 03:03 - Phantom Doubles Valuation to $3B in Series C 03:48 - Databricks Secures $10B Round, Hits $64.9B Valuation 04:45 - Anthropic Targets $60B Valuation with $2B Raise 05:56 - Mistral Plans $6B IPO Amid Global Expansion 06:38 - Stargate: $500B AI Infrastructure Initiative…

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E178: Anduril plans $100M tender at $14B valuation; Rokt valued at $3.5B after secondary share sale; Harvey doubles valuation to $3B with $300M round; Shield AI partners with Palantir, targets $5B… 8:40

منذ 7 weeks8:40

8:40

Send us a text NEW FUND ANNOUNCEMENT*: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post. 00:00 - Intro 00:31 - Anduril Plans $100M Tender at $14B Valuation 01:33 - Rokt Valued at $3.5B After Secondary Share Sale 02:25 - Harvey Doubles Valuation to $3B with $300M Round 03:18 - Shield AI Partners with Palantir, Targets $5B Valuation 04:15 - OpenAI Partners with Axios for Local Journalism Expansion 05:31 - Revolut’s Founder Sells $400M Stake, Valued at $41B 06:34 - Blue Origin Enters Commercial Launch Market 07:41 - eToro Prepares for US IPO at $5B Valuation 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 * NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).…

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E177: TikTok US shutting down at $50b valuation?!; xAI launches Grok iOS app; Anthropic raise at $60b 43:11

منذ 8 weeks43:11

43:11

Send us a text 00:00 - Intro 00:16 - TikTok US shutting down at $50b valuation?! 08:33 - xAI launches Grok iOS app 18:00 - Anthropic raise at $60b

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E176: Anthropic targets $60B valuation with $2B raise; Whatnot hits $4.97B valuation with $265M raise; xAI reaches $83B valuation, launches iOS app for Grok; SandboxAQ raises $300M at $5.6B… 11:32

منذ 8 weeks11:32

11:32

Send us a text NEW FUND ANNOUNCEMENT*: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post. 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 - Anthropic Targets $60B Valuation with $2B Raise 01:33 - Whatnot Hits $4.97B Valuation with $265M Raise 02:31 - xAI Reaches $83B Valuation, Launches iOS App for Grok 03:55 - SandboxAQ Raises $300M at $5.6B Valuation 05:03 - Wiz Prepares for IPO, Valued at $20.5B 06:10 - Cohere Launches North, Valued at $5.4B 07:38 - Epirus in Talks for $1B Valuation Amid Defense Focus 08:38 - Hippocratic AI Raises $141M, Valued at $1.64B 09:27 - Pre-IPO Stock Market Weekly Performance 10:18 - Pre-IPO Stock Vintage Index Weekly Performance * NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).…

1
E175: OpenAI what does AGI mean for profits?, Anduril to crush incumbent defense primes, Vultr raise 35:42

منذ 9 weeks35:42

35:42

Send us a text 00:00 - Intro 00:26 - OpenAI to hit AGI in 2025, per Altman. What is the revenue implications of AGI and how much incremental is that vs agents? 17:32 - Anduril, Palantir, SpaceX, + others are going to run circles are incumbent defense primes 25:47 - Valtr and AI Infrastructure businesses are very interesting; [1] compute demand is off the charts, [2] Nvidia and AMD are allocating chips and investing in to the companies, and [3] important to look at the balance sheet to ensure debt does not get too heavy (e.g. maintain positive cash flow)…

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E174: Perplexity AI reaches $9B valuation with rapid growth; Databricks hits $62B valuation after $10B funding round; Chime prepares for 2025 IPO with $8.6B valuation; Oura valued at $5.2B after… 11:23

منذ 9 weeks11:23

11:23

Send us a text 00:00 - Intro 00:07 - Perplexity AI Reaches $9B Valuation with Rapid Growth 01:20 - Databricks Hits $62B Valuation After $10B Funding Round 02:33 - Chime Prepares for 2025 IPO with $8.6B Valuation 03:50 - Oura Valued at $5.2B After $200M Series D 04:56 - Vultr Raises $333M at $3.5B Valuation in First Round 06:07 - OpenAI Transitions to Public Benefit Corporation 07:19 - xAI Reaches $69B Valuation After $12B Total Funding 08:22 - Anduril Forms Consortium to Disrupt $850B Defense Market 09:36 - Pre-IPO Stock Market Weekly Performance 10:16 - Pre-IPO Stock Vintage Index Weekly Performance…

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E173: Pre-IPO Stock Secondary Market 2024 Recap, 2025 Outlook 48:35

منذ 10 weeks48:35

48:35

Send us a text 00:00 - Intro 01:06 - What investment themes popped in 2024? 04:07 - What new developments happened in the pre-IPO stock market in 2024? 11:23 - Which pre-IPO stock company was the big winner, big loser in 2024? 17:14 - What emerging investment themes to look for in 2025? 35:11 - What pre-IPO stock market developments do you expect in 2025? 42:54 - Which pre-IPO stock company will be the big winner, big loser in 2025?…

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This Week in Pre-IPO Stocks « » 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

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

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This Week in Pre-IPO Stocks « »
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