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
E63: Arm, Instacart, Klaviyo IPOs all valued; VCs/LPs selling in the private market secondary; Employees selling in private market secondary acceptable/smart? | Pre-IPO Stock Podcast – Sep 11, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:32 | Arm, Instacart, Klaviyo IPOs all valued
- Arm = $55b vs $64b last round in Aug 2023, 10x oversubscribed
- Instacart = $9b vs $39b last round in Mar 2021 and $12b last internal val…
E62: OpenAI $1.0b revenue, Klarna 67% better net income, Redwood raises $1.0b!, Elf buys Naturium for $355m, Cohere to raise, Greyscale to spot BTC ETF? | Pre-IPO Stock Market Update – Sep 1, 2023
00:09 | Redwood raises $1.0b!
- Redwood Materials, a battery recycling startup, raised $1 billion in a Series D round co-led by Goldman, T Rowe Price at an estimated $5.0b valuation
- US …
E61: SPECIAL POD! New SEC Private Fund Advisors Rule – PE/VC Perspectives & Highlights | Clint Sorenson, Nick Fusco, Aaron Dillon
01:13 | Enhanced performance reporting requirements for VC/PE/RE funds
- Private funds are required to deliver a fee table and performance reporting similar to mutual funds/ETFs, some me…
E60: Tiger sells Cohere AI stock, Arm IPO, Coinbase invests in Circle, Ramp’s down round, Shein’s Sparc investment, Better down 90% | Pre-IPO Stock Market Update – Aug 25, 2023
00:10 | Tiger sells Cohere AI stock
- Tiger Global is close to selling shares in AI startup Cohere at a $3b valuation, 40% rise since Cohere’s last round in June
- Cohere, competing with …
E59: Instacart’s IPO, Databricks cuts deal with Microsoft, Securitize buys Onramp and benefits of buying LP interests | Pre-IPO Stock Podcast – Aug 21, 2023 | Clint Sorenson, Nick Fusco, Aaron Dillon
00:24 | Instacart’s IPO
- Home delivery or store pick groceries is very popular
- Instacart did not have a primary round since they top ticked in 2021 at $39b
- Very interesting to see whe…
E58: ByteDance $15b 2022 net profit, Wiz $10b valuation, Parade sells, Yieldstreet acquires Cadre, Epic Games + Lego = Fortnite, SpaceX Q1 $55m profit | Pre-IPO Stock Market Update – Aug 18, 2023
00:31 | ByteDance $15b 2022 net profit
- Revenue growth decreased from 68% to 25%, prompting a search for a new growth engine
- TikTok's access to the US ad and commerce market is becomi…
E57: Canva valuation drops 36%, Neuralink raises $280m, Revolut kills US crypto biz, Discord layoffs | Pre-IPO Stock Market Update – Aug 4, 2023
00:28 | Canva valuation drops 36%
- Coatue Management and ICONIQ Capital acquired Canva shares at a $25.5b valuation, -36% from its $40b in 2021
- T Rowe Price marked down its Canva stake…
E56: Will pre-IPOs chose the SPAC structure (Better)?, Pre-IPOs give employees liquidity (eToro), Pre-IPO valuations need to reset before going public (Stripe, Klarna)? | Pre-IPO Stock Podcast – Aug 7, 2023 | Clint Sorenson, Nick Fusco, Tim Urie, Aaron Di
00:45 | Will pre-IPOs chose the SPAC structure (Better)?
- SPACs are still around in 2023; 16 SPACs having IPO'd and 64 having de-SPACed in H1 2023
- There are pros/cons of the SPAC struc…
E55: Stripe's profitability, Twitter’s new direction, Shein’s record profit, AI fast food take over
www.agdillon.com to invest in pre-IPO stocks like SpaceX and OpenAI
00:29 | Stripe returns to profitability
- Stripe aims to increase its workforce by up to 12% by 2024, a move to return …
This Week in Pre-IPO Stocks - Market Update - Jul 14, 2023 - E54
SpaceX hits $5b in revenue, Kardashian’s Skims raises $270m, Binance fires 1000 employees, Tucker Carlson to start new media company, Oddity Tech’s successful IPO | Pre-IPO Stock Market…
EPISODE #14 - Air AI could be your next sales person, Elon Musk launches xAI, IPOs can only heat up after market clearing prices? | Pre-IPO Stock Podcast – Jul 17, 2023 | Nick Fusco, Jud Mackrill, Aaron Dillon
00:35 | Air AI could be your next sales person
- Air AI launches product that can act as a sales person or customer service rep
- Imaging 100,000 sales people at your fingertips
- Could l…
This Week in Pre-IPO Stocks - Market Update - Jul 07, 2023 - E52
Databricks acquires MosaicML, SpaceX $150b valuation and monopoly, Robinhood acquires X1, Anduril acquires Adranos, Shein competes with Amazon | Pre-IPO Stock Market Update - Jun 30, 20…
This Week in Pre-IPO Stocks - Market Update - Jun 23, 2023 - E51
Robinhood buys X1, EDX new crypto exchange, OpenAI app store?, Tiktok e-commerce in UK, Twitter in video/payments | Pre-IPO Stock Market Update - Jun 23, 2023
00:30 | Robinhood buys X1
- …
EPISODE #13 - Databricks revenue surpasses $1.0b, SpaceX hires 14-year-old Kairan Quazi, Epic Games puts your face in the metaverse | Pre-IPO Stock Podcast – Jun 19, 2023 | Clint Sorenson, Jack Dreifuss, Luke Oliver, Aaron Dillon
Databricks revenue surpasses $1.0b, SpaceX hires 14-year-old Kairan Quazi, Epic Games puts your face in the metaverse | Pre-IPO Stock Podcast – Jun 19, 2023 | Clint Sorenson, Jack Dreif…
This Week in Pre-IPO Stocks - Market Update - Jun 16, 2023 - E49
1-person company sells for $54m, Revolut marked down 40%, Databricks revenue up 60%, AI delivers $10b for Microsoft, Stripe + FedNOW, Brex's $100m ARR two times, 14 yr old hired at Sp…
EPISODE #12 - Neuralink’s FDA approval for chips in brains, Klarna posts strong Q1 financials, Instacart’s new ad business is big, AI: data ownership, every company needs to be an AI company | Pre-IPO Stock Podcast – Jun 5, 2023 | Clint Sorenson CFA, CMT,
Neuralink’s FDA approval for chips in brains, Klarna posts strong Q1 financials, Instacart’s new ad business is big, AI: data ownership, every company needs to be an AI company | Pre-IP…
This Week in Pre-IPO Stocks - Market Update - May 26, 2023 - E47
Klarna’s great Q1, TikTok Shop launches, Chime revenue up big, Neuralink to put chips in human brains, Instacart drives ad revenue, Revolut + 30m customers, Starlink wins Pentagon contr…
This Week in Pre-IPO Stocks - Market Update - May 19, 2023 - E46
Pre-IPO Stock Market Update - May 19, 2023 | Anthropic raises $50m, OpenAI launched iOS app, Meta + Magic Leap partnership, Flexport adds Uber trucking expert, Waymo + Uber partner, Sta…
This Week in Pre-IPO Stocks - Market Update - May 12, 2023 - E45
Pre-IPO Stock Market Update - May 12, 2023 | BofE rejects Revolut, Crypto industry (Coinbase) vs SEC, Shein raises a down round, Montana bans TikTok, OpenAI's Altman at Congress
00:29 | …
This Week in Pre-IPO Stocks - Market Update - May 5, 2023 - E44
Pre-IPO Stock Market Update - May 5, 2023 | AI cloud storage + cloud server provider partnerships, Twitter new CEO, Instacart Q1 slower gross order volume, SoftBank big portfolio losses
…