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

This Week in Pre-IPO Stocks

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#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

منذ 9 أيام27:12

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27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

منذ عام واحد 57:11

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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 and fees in pre-IPO investments
36:00 - Balancing public and private markets for diversification
42:00 - Comparing pre-IPO stock performance with public indices
48:00 - Exploring the risk-return profiles of pre-IPO companies
54:00 - Predicting future developments in access to pre-IPO stocks

184 حلقات

#Trading #Business #AG Dillon & Co

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

This Week in Pre-IPO Stocks

published منذ عام واحد

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184 حلقات

#Trading #Business #AG Dillon & Co

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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).…

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

منذ 5 weeks30:18

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%… 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

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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

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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).…

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

منذ 9 weeks35:42

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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

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

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

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