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
E105: Stripe attractive at $65b valuation (3.8x revenue multiple), Telegram is a hard no at $30b valuation, Should ByteDance investors be rooting for a forced TikTok US divesture?
E104: Stripe 2024 revenue at $17b?, only 3.8x multiple!; Telegram’s $30b valuation!; SpaceX Starship successful 3rd test-flight; Tiktok US at $153b valuation if standalone biz? | Pre-IPO Stock Market Update – Mar 15, 2024
00:07 | Stripe 2024 revenue at $17b?, only 3.8x multiple!
- $1 trillion in 2023 total payment volume, +25% vs 2022
- Stripe 15yrs vs PayPal 23yrs to get to $1t
- Estimated $17b in 2023 rev…
E102: IPOs return in 2024?, $1.5 trillion Starlink valuation, MStanley Wealth’s new pre-IPO stock trading desk, X debt restructuring, Monzo’s $5b valuation, Revolut+Consensys Metamask product, Apple kills Epic Games in EU, Webull $7.3b SPAC deal | Pre-IPO
00:10 | IPOs return in 2024?; Joshua Brown, Michael Batnick, CFA, + The Compound
- Nasdaq has to be performing well for IPOs to come and perform well
- the IPOs that are coming, e.g. Redd…
E101: Investment case for Klarna, Investment case for Deel, Clint's new book "The Smooth Ride Portfolio" | Clint Sorenson, Aaron Dillon ... Nick Fusco and Evan Cohen have the week off
E99: Buy the Reddit IPO?, ScaleAI investment case, Anthropic $18b valuation w/ a ton of FTX 2ndaries
E100: Stripe’s $65b valuation, Klarna’s $20b IPO?!, Klarna replaces 700 humans w/ OpenAI, Figure(robots) raise $675m from Bezos/others, Deel acquires Zavvy | Pre-IPO Stock Market Update – Mar 1, 2024
00:11 | Stripe’s $65b valuation
- Online payment infrastructure company
- $1b buyback/tender at a $65b valuation; Sequoia and Goldman participated alongside Stripe itself
- Stripe has $59.…
E98: Human controls computer with brain via Neuralink, Reddit sells data to AI shop for $60m/yr, China’s Moonshot AI raises $1b, Astera Labs’ IPO at $116m revenue + $4b valuation, SpaceX won $1.8b US military contract in 2021 | Pre-IPO Stock Market Update
00:09 | Human controls computer with brain via Neuralink
- A robot surgically implanted the Nueralink chip into the human’s brain
- Human can control a computer mouse with just their brai…
E97: $100b OpenAI valuation justified?, X becoming the everything app?, Will robotics solve the US housing crisis?
E96: OpenAI hits $2b in run rate revenue, launches Google Search competitor, launches Hollywood movie/tv killer; Canva CFO resigns ahead of IPO; X and MrBeast ad partnership, X locks sports betting deal with BetMGM; Musk’s SpaceX and Neuralink leave Delaw
00:10 | OpenAI hits $2b in run rate revenue
- $0 to $2b revenue in only 1 year
- Google 5 yrs to reach $1b in revenue, Meta 6 years
- 92% of Fortune 500 use OpenAI
- 100m weekly users
- 18,0…
E95: Epic Games' $1.5b from Disney, $7T Altman raise!, Mag7 dominates VC investing, Apple Vision Pro
E94: Epic Games takes $1.5b from Disney, Adam Neumann aims to “buy back” WeWork, ByteDance’s CapCut to drive AI innovation, Buy Now Pay Later moving to subscriptions, FTX’s $1.4b Anthropic stake, Databricks 4th acquisition in last 1yr, Hugging Face partne
00:10 | Epic Games takes $1.5b from Disney
- $22.5b valuation, Disney gets 7% stake of Epic
- Star Wars, Marvel, Avatar character’s in Fortnite
- Lego invested $1.0b at a $31.5b valuation …
E92: Neuralink implants computer chip in human brain, FTX to make creditors whole!, Astera Labs $4b IPO in Mar 2024, Apple Vision Pro + AR and photorealistic avatars | Pre-IPO Stock Market Update – Feb 2, 2024
00:10 | Neuralink implants computer chip in human brain
- FDA approved human trials in May 2023
- Goal is allow quadriplegics to control a phone or computer with their thoughts, product i…
E91: xAI raising $6b at $20 valuation or not?; Chime at $16b, +185% above 2ndary market valuation?; Lightspeed continuation fund sign of 2ndary market maturation | Pre-IPO Stock Podcast – Jan 29, 2024 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:14 | xAI raising $6b at $20 valuation or not?
- xAI is Elon Musk’s large language model; X owns 25% of xAI
- Media stated xAI was raising $6.0b at a $20b valuation, $500m already raise…
E90: xAI $6b raise at $20b valuation!, Kaspi.kz IPO at $17b, Klarna eyeing IPO at “triple digit” growth or valuation?, Figma down 50% after Adobe deals crumbles, ElevenLabs AI $1b valuation, Brex fires 282, Chipmaker Cerebras considering IPO | Pre-IPO Sto
00:09 | ElevenLabs AI $1b valuation
- AI-powered browser-based app for generating lifelike voices; applications for audiobooks, film dubbing, game character voices, marketing
- $80m Serie…
E89: $15b-$20b valuation for Musk’s xAI, Reddit IPOs in March, Private stock markets mature in 2023, Own your personal data in AI-age, Milei’s WEF speech | Pre-IPO Stock Podcast – Jan 22, 2024 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:31 | Reddit IPOs in March
- IPO coming in Mar 2024, S-1s coming end of Feb
- Revenue growth from $400m in 2021 to $500m+ in 2023
- Only 10% of the company expected to float in the IPO
- …
E88: Reddit IPO in Mar 2024, Shein IPO in US, Musk to build AI outside of Tesla, SpaceX partners with John Deere, SpaceX new B2B Starlink offering, Synk acquires Helios, $330m raise for Electra | Pre-IPO Stock Market Update – Jan 19, 2024
00:09 | Shein IPO in US
- Shein filed with China securities regulator for its IPO (?)
- Shein to IPO in US market (NYSE or Nasdaq)
- Last valuation was May 2023; $66b post-money valuation,…
E87: Circle (USDC) to IPO, Klarna replaces jobs with AI, Rabbit large action model hits, Discord lays off 17%, OpenAI GPT Store launches, Anthropic raises capital with VCs/SPVs vs investment bankers | Pre-IPO Stock Market Update – Jan 12, 2024
00:09 | Circle (USDC) to IPO
- Circle offers the USDC stablecoin with a $25b market cap
- company was to go public via SPAC in 2021 but deal fell apart
- last round was $9.0b in Feb 2022
- …
E86: Carta’s public blow up; 2023 pre-IPO stock recap … Scale.AI, Databricks, SpaceX, Anduril, Chainalysis big winners + AI shops; 2024 pre-IPO stock outlook … its all AI and SpaceX | Pre-IPO Stock Podcast – Jan 8, 2024 | Clint Sorenson, Nick Fusco, Aaron
00:21 | Carta’s public blow up
- Kerri Saarinen, CEO of Linear, complained on X about Carta's secondary brokers contacting his shareholders for secondary market stock sales
- Saarinen rai…
E85: $5.0b in OpenAI revenue?!, OpenAI valuation up 16% to $100b, Fidelity cuts X 71% to $12.5b, SpaceX’s satellite-to-cell launches, xAI now a benefit corp, OpenAI cutting publisher licensing deals, TikTok + Peloton partnership | Pre-IPO Stock Market Upd
00:10 | SpaceX’s satellite-to-cell launches
- 6 Starlink satellites launched providing satellite to cell service
- Text messaging now; voice and data coming later
- T-Mobile is US partner
-…