E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence

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00:00 - Intro
00:11 - Revolut $75b valuation after 72% yoy revenue growth, 35 million customers
11:09 - AI App investment cases; Sierra AI Agents and OpenEvidence

Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company
…X - @TheFuscoKid
…LinkedIn - www.linkedin.com/in/nickfusco

Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments
…X - @evvcohen
…LinkedIn - www.linkedin.com/in/evcohen

Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
…X - @clint_sorenson
…LinkedIn - www.linkedin.com/in/csorensoncfacmt

Aaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
…X - @AaronGDillon
…LinkedIn - www.linkedin.com/in/aarondillonnyc