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
E84: Revolut £1.5b 2023 revenue, $20b Adobe+Figma deal off, ByteDance $110b 2023 revenue, Anthropic raise at $18b valuation, Stripe revenue up 35%, Flexport plans 3x 2024 revenue | Pre-IPO Stock Market Update – Dec 22, 2023
00:09 | Revolut £1.5b 2023 revenue
- £1.5b 2023 revenue, +76% vs £850m 2022 revenue
- 300,000 new users weekly
- 40 million total customers globally
- $14.9b secondary market valuation, -55…
E83: Emerging tech trends; 2013 to 2023, 2023 to 2023 … AI, biotech, brain-computer interface, data, [humanoid] robots | Pre-IPO Stock Podcast – Dec 18, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:29 | 2013 to 2023 emerging tech trends; apps, social media, EVs, blockchain, cloud, data, clean energy
- Mobile apps following the iPhone's release in 2008
- Shift from desktop to mobi…
E82: SpaceX ups tender to $180b, TikTok Shop posts 5m new customer in Nov 2023, Blue Origin to launch rocket, Mistral AI’s $2b valuation, OpenAI contracts with Politico and Business Insider, Harvey’s $700m valuation | Pre-IPO Stock Market Update – Dec 8,
00:10 | SpaceX ups tender to $180b
- Tender from $175b to $180b, or $97.00/share
- +26.0% from beginning of 2023, +19.8% from last tender in Jul 2023
- Tender is seeing strong demand after…
E81: $5b ByteDance buyback at $268b, New SpaceX tender at $175b valuation, Epic Games LEGO Fortnite a MASSIVE success | Pre-IPO Stock Podcast – Dec 11, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:16 | $5b ByteDance buyback at $268b
- $5b buy back at $160.00/share, or $268b valuation
- First ever pre-IPO stock buy back???
- Pitchbook has a $220b valuation as of Mar 2023
- +37% fro…
E80: SpaceX’s $175b valuation, ByteDance $5b buyback at $268b valuation, Navan fires 5% of staff, X.AI to raise $1.0b | Pre-IPO Stock Market Update – Dec 8, 2023
00:09 | SpaceX’s $175b valuation
- SpaceX announced their Dec 2023 tender
- $175b valuation at $95.00/share
- Raising $500m to $750m
- +17% from last round in Jul 2023 at $150b valuation
- +…
E79: $32b Shein 2023 revenue, 50% Canva YoY revenue growth rate, KISS avatar show coming soon, Freedom of speech and pre-IPO stocks | Pre-IPO Stock Podcast – Dec 4, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:18 | Freedom of speech and pre-IPO stocks
- Freedom of speech is the hot topic on social media and its impact on pre-IPO companies like ByteDance's Tiktok and X
- Advertisers are a pri…
E78: Shein IPO!, Canva IPO!, Anthropic +42% in 2ndary market, $323m for Neuralink | Pre-IPO Stock Market Update – Dec 1, 2023
00:08 | Shein files for US IPO
- $32b 2023 revenue run rate, +41% from 2022 … following a 45% year over year increase 2022 vs 2021
- $66b as of May 2023 Series G; Sequoia Capital, General…
Josh Brown + Aaron Dillon >> SpaceX overview, Starlink IPO, revenue forecasts ; OpenAI governance, CEO changes, latest drama | The Compound and Friends – Nov 21, 2023
Full TCAF episode = https://podcasts.apple.com/us/podcast/sam-altman-and-openai-spacex-and-starlink-nvidia-earnings/id1456467014?i=1000635616090
01:31 | SpaceX overview, Starlink IPO, re…
E76: OpenAI + Microsoft CEO shuffle, SpaceX Starship successful test flight, Brex/Ramp new AI tools | Pre-IPO Stock Podcast – Nov 20, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:15 | OpenAI + Microsoft CEO shuffle
- Sam Altman (CEO) fired on Friday by board of directors
- Greg Brockman (President) and other senior OpenAI employees resign on Friday
- OpenAI inve…
E74: $15b of 2024 SpaceX revenue, Shein to IPO!, Klarna to IPO!, xAI launches LLM model, OpenSea lays off 50% | Pre-IPO Stock Market Update – Nov 10, 2023
00:07 | Klarna to IPO!
- Klarna, a buy now pay later company, is setting up a new British holding company, a step towards a potential IPO
- Current secondary market valuation is $6.2; IPO…
E73: Anthropic +400% in 5 months, X.com -57% to $19b, Andreessen is a Techno-Optimist, SpaceX 2nd Starship attempt | Pre-IPO Stock Market Update – Nov 3, 2023
00:10 | Andreessen is a Techno-Optimist
- Marc Andreessen is co-founder of Andreessen Horowitz, a $35b AUM venture capital firm
- "The Techno-Optimist Manifesto" celebrates potential of t…
E72: Deel is a screaming buy?, $2b Google investment into Anthropic, Can X/Twitter be the ‘everything app’ | Pre-IPO Stock Podcast – Nov 1, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:14 | Deel is a screaming buy?
- global HR payroll and compliance provider; 15,000 active customers, $5.5b payroll payments processed
- $12.5b implied secondary market valuation, up fro…
E71: Plaid IPO?, NY State sues Gemini, Amazon + humanoid robots, AI and your kids/business | Pre-IPO Stock Podcast – Oct 23, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:18 | Plaid IPO?
- Plaid hired former Expedia exec, Eric Hart, as their CFO, sparking IPO rumors
- Plaid laid off 20% of their staff in 2022, IPO prep?
- Visa's attempt to acquire Plaid …
E70: $10b valuation for Anduril, OpenAI next “App Store”, Loom acquired for $975m, Flexport lays of 20% staff | Pre-IPO Stock Market Update – Oct 13, 2023
00:10 | $10b valuation for Anduril
- Raising $400m to $500m at a $10b valuation, 17.6% increase from last round
- Use of funds = acquisitions, research/development
- Recently won $1.0b con…
E69: ByteDance nearing Meta revenue?!, Wegovy/Ozempic’s impact on society, FTX creditors made whole via Anthropic | Pre-IPO Stock Podcast – Oct 10, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:26 | ByteDance nearing Meta revenue?!
- ByteDance nearly reaching Meta-level in quarterly revenue; Meta $28.6b vs ByteDance $24.5b
- Cash flow +$6.8b in Q1, profit of $2.7b, cash reser…
E68: +300% for Anthropic since May, $24b Q1 revenue for ByteDance, Revolut locks a win with SoftBank, JasperAI down 20%, Chainalysis lays off 15% | Pre-IPO Stock Market Update – Oct 6, 2023
00:08 | JasperAI down 20%
- Jasper AI, previously a leading player in generative AI, has decreased its internal valuation to $1.2b from $1.5b
- 2023 ARR down 30%
- CEO and co-founder Dave …
E67: How to play the AI investment opportunity, Zuckerberg will change the world with augmented reality, Recent IPOs a success | Pre-IPO Stock Podcast – Oct 2, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:29 | Zuckerberg will change the world with augmented reality
- Mark Zuckerberg, CEO of Meta, was interviewed by podcaster Lex Fridman using Meta-driven photorealistic avatars in the …
E66: OpenAI up 200% at $90b, $4b raise for Anthropic, Jony Ive’s AI hardware, Microsoft moves from OpenAI (a bit), Faire takes Shopify $s, 16% layoff at Epic Games | Pre-IPO Stock Market Update – Sep 29, 2023
00:09 | OpenAI up 200% at $90b
- In discussions for a share sale at $80b to $90b valuation
- Revenue project at $1b in 2023, multi-billion in 2024
- Employees will sell shares in round, CE…
E65: Next IPOs? Stripe, Klarna, eToro, Databricks; Neuralink puts computers in human brains; TikTok Shop ramps up US presence; Flexport founder Ryan Peterson back as CEO | Pre-IPO Stock Market Update – Sep 22, 2023
00:10 | Next IPOs? Stripe, Klarna, eToro, Databricks
- Stable IPO valuations are favorable for pre-IPO companies, market is ready for more IPOs
- Arm, Instacart, Klaviyo IPOs bring transp…
E64: Arm up 25% on IPO, Databricks raises at $43b, Starlink revenue up 533%, Dimon tells founders to “grow up”, | Pre-IPO Stock Market Update – Sep 15, 2023
Investing in pre-IPO stocks = www.agdillon.com
00:10 | Arm up 25% on IPO
- Arm is 90% owned by Softbank
- IPOed at $54.5b, closed at $65b
- Last round at $64b in Aug 2023
- Apple, Google, Nv…