This Week in Pre-IPO Stocks
This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.
- Update frequency
- every 3 days
- Average duration
- 20 minutes
- Episodes
- 223
- Years Active
- 2022 - 2025
E206: Scale AI gets $14.3B from Meta, hits $29B valuation; Starlink doubles subs to 6M, adds 100K in Africa; SpaceX expands Starship launch capacity in Florida; Databricks adds Google Gemini, hits $72.8B valuation; Perplexity partners with Nvidia, eyes $1
00:00 - Intro
00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation
02:03 - Starlink doubles subs to 6M, adds 100K in Africa
03:22 - SpaceX expands Starship launch capacity in Florid…
E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI
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?
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
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;
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 - O…
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
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
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 Valua…
E199: Revolut is killing it!; Shein + tariff impact; Autonomous driving regulation
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
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
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
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…
E195: TARIFFS! [1] Pre-IPO stock opportunities, [2] Opportunities w/ Protectionism, [3] Opportunities w/ Manufacturing (robotics?)
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
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 share…
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
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…
E192: Exits are back! Wiz, CoreWeave, Klarna; X raise at $44b! back to "par"; Perplexity, an AI app, at $18b
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
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…
E190: Klarna's IPO is big for venture; Are you ready to give all your personal data to get a proper AI assistant?
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 re…
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
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…
E188: Are AI Apps now investable?; Pre-IPO stocks that will never IPO?!; Are AI Platform valuations justifiable?
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 op…
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
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 Sof…