This Week in Pre-IPO Stocks

AG Dillon & Co
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This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.

  1. 15H AGO

    E247: OpenClaw … WHAT?!; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + more

    Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:15 - OpenClaw Own the Memory File Thesis 02:37 - Anthropic $30B Series G, $380B Valuation 03:35 - Stripe Tender at $140B While Secondary Prints $151B 04:24 - Databricks $5B Equity at $134B and $2B Debt Capacity 05:23 - Harvey Talking $200M at $11B Up 38% From December 06:28 - Runway $315M at $5.3B Up 75% in Under 1 Year 07:37 - Apptronik Series A Reopened to $935M Total 08:32 - Modal Labs Discussed $2.5B Valuation Up 127% vs Recent Series B 09:22 - Gather AI $40M Series B for Warehouse Vision and Drones 10:31 - Simile $100M for AI Digital Twins With Brand Heavy Roster 11:30 - Erebor Bank National Charter and $635M Capital With 12% Requirement 12:45 - MrBeast Beast Industries Buys Fintech Step 13:42 - SpaceX Moon City Under 10 Years and Mars Still on the Roadmap 15:13 - Monaco Launches With $35M Raised for AI and Service Sales Model 16:26 - xAI Reorg Into 4 Areas and Colossus Expands Toward 2GW 17:54 - X Hits $1B ARR From Subscriptions With $3 to $40 Pricing

    18 min

  2. FEB 6

    E246: SpaceX acquires xAI, now $1.473T in secondary market; Waymo at $116B, +14% vs last round; ElevenLabs at $11B, $330M ARR; + more

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - SpaceX Acquires xAI at a $1.25T Combined Valuation 01:39 - SpaceX Seeks Early Index Inclusion Once Public 02:50 - SpaceX Files for 1M AI Data-Center Satellites 03:37 - Anthropic Lines Up a $350B Employee Tender 04:16 - Anthropic Opus 4.6 Ships With 1,000,000 Tokens and “Agent Teams” for Parallel Work 04:53 - Goldman Uses Anthropic’s Claude for AI Agents 05:49 - Waymo Nears a $16B Round at $110B as Alphabet Writes Most of the Check 06:34 - Cerebras Jumps to $23B Post-Money on a $1B Raise and a 750MW OpenAI Compute Deal 07:15 - ElevenLabs Raises $500M at $11B and Targets a 2x ARR Step-Up 07:59 - Clay’s New Employee Tender - $5B Tender After ARR Hits $100M 08:52 - Lotus Health Raises $35M to Build a Free AI Primary-Care Practice Across All 50 States 09:46 - Goodfire Raises $150M at $1.25B to Make Black-Box Models Debuggable 10:42 - Accrual Raises $75M to Deliver AI to Slower-Adopting Industries/Sectors 11:28 - Fundamental Emerges With $255M and a $1.2B Valuation to Own Structured Data AI 12:33 - OpenAI Launches Standalone Coding App  13:29 - OpenAI Frontier Pitches the Enterprise Agent Control Plane as B2B Revenue Targets 50% of Total Rev

    15 min

  3. JAN 30

    E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - Decagon’s $250M Round Triples Valuation to $4.5B 01:17 - xAI Gets $2B From Tesla After $20B Series E 02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M 03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T 03:52 - SpaceX Starship V3 Heads for Mid-March 04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year 05:19 - Richard Socher’s Recursive Talks $4B Valuation and Big Compute Spend 06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A 07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger 08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat 08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157% 09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B 10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers 11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 2028 13:02 - Moonshot’s Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B 13:53 - OpenAI Preps for Q4 2026 IPO 14:32 - OpenAI’s $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B 15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week 16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten 17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B 18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+ 19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred

    20 min

  4. JAN 24

    E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A 01:29 - Runpod $120M Run Rate 500K Developers 31 Regions 02:59 - Humans& $480M Seed $4.48B Valuation 3 Months Old 04:03 - Baseten $300M Raise $5B Valuation Nvidia $150M 04:49 - Noveon Magnetics $215M Raise 2,000+ Tons Per Year Target 06:17 - Zipline $600M+ New Funding $7.6B Valuation 2M+ Deliveries 07:34 - Hatch Yelp Acquisition $300M Deal 12x ARR 08:26 - Brex Capital One Acquisition $5.15B Deal $13B Deposits 09:30 - DayOne Data Centers IPO Target Up to $20B 10:14 - World Labs Funding Talks at $5B Potential $500M Balance Sheet Add 11:08 - TikTok US New Entity 50% New Investors 200M US Users 12:42 - Inferact $150M Seed $800M Valuation vLLM Commercialization 13:16 - RadixArk $400M Valuation SGLang Commercial Push 14:07 - Blue Origin TeraWave 6 Tbps 5,408 Satellites Q4 2027 Deployment 15:15 - OpenAI Shopify Checkouts Jan 26 Launch 4% ChatGPT Fee 16:24 - OpenAI API Revenue +$1B ARR in One Month $20B+ Total ARR 16:51 - OpenAI Ads Testing Coming Weeks Go Plan Included 17:31 - OpenAI ServiceNow 3-Year Enterprise Integration

    18 min

  5. JAN 16

    E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:08 - Cerebras Eyes $23B Post-Money as IPO Nears 00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 2028 01:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition 02:24 - Temporal Nears $5B in Talks as ARR Tops $100M 03:00 - Parloa Jumps to $3B Valuation After $350M Series D 04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M 05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation 05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon 06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B 07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day 07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt 08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk 09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M 10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory 11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model 12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates 12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank 13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps

    15 min

  6. JAN 9

    E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:08 - xAI Lands a Massive $20B Round, $230B Valuation 01:22 - xAI Financials Show Hypergrowth Economics With Losses Still Expanding 02:51 - Grok for Business Targets Enterprise Wallet Share With Security and Admin Controls 04:05 - Anthropic Signs Up a $10B Round, $350B Valuation 05:07 - OpenAI Targets a $100B Raise, $830B Valuation 05:51 - OpenAI Pushes Deeper Into Healthcare With ChatGPT Health 06:45 - OpenAI’s New $50B Stock Compensation Program 07:45 - Lambda Lines Up a Pre-IPO Raise, IPO in Next 12 Months 08:43 - Databricks Raises Over $4B, $134B Valuation 09:30 - Figure’s Adcock Launches New AI Lab, Hark, With $100M Personal Capital  10:05 - Lovable Raises $330M, $6.6B Valuation, 267% Step-Up in Five Months 10:58 - OpenEvidence Targets a $12B Valuation on 150M Annualized Ad Revenue and 90 Percent Gross Margins 12:04 - Waymo Explores a $15B Raise With Valuation Talks at $100B 12:48 - Rain Raises $250M at a $1.95B Valuation to Expand Stablecoin Cards Across 150 Countries 13:26 - ServiceNow Buys Armis for $7.75B Cash After a Fresh $6.1B Pre-IPO Mark 14:05 - Cursor Acquires Graphite and Reinforces a $38.5B Secondary Mark 14:56 - Plaud Expands Hardware Line With a $179 NotePin S Ahead of CES 2026 15:51 - Mobileye Buys Mentee Robotics for $900M and Expands the Physical AI Playbook 16:42 - LMArena Reprices to $1.7B and Hits $30M Annualized Consumption in Under Four Months 17:22 - Swap Commerce Raises $100M Six Months After Its $40M Series B 17:51 - Discord Files Confidentially for IPO With Secondaries Pricing at $7B to $8B 18:25 - Commonwealth Fusion Systems Builds a Digital Twin and Targets 19-Magnet Completion This Summer

    19 min

  7. 12/12/2025

    E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + more

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:06 - SpaceX Tender Offer & IPO Plans 00:43 - SpaceX Revenue Outlook 01:54 - Airwallex $330M Raise 02:54 - Disney $1B OpenAI Investment 03:53 - OpenAI Enterprise Adoption Surge 04:54 - OpenAI GPT-5.2 Launch 05:54 - OpenAI Hires Slack CEO as CRO 06:28 - Meta Acquires Limitless 07:50 - Harvey $160M Round 08:44 - Cohere Enterprise Momentum 09:38 - Overtone AI Dating Launch 10:29 - Boom Supersonic Turbine Pivot 11:38 - Revolut Employee Buyback 12:42 - 1X Technologies EQT Deal 13:42 - Port $100M Series C 14:42 - Harness $240M Series E 15:50 - Anthropic $21B Broadcom Orders 16:48 - World Updates App with New Features

    18 min

  8. 12/04/2025

    E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:06 - Databricks $134B Primary at 32x 2025E Sales 02:20 - Revolut $75B Tender (+56% vs Aug 2025) 04:30 - Physical Intelligence (Pi) $5B Primary (+>2.5x in 1 Year) 06:32 - Black Forest Labs $3.25B Series B (2 Years Post-Launch) 07:47 - Wealthfront IPO Targeting $2.05B 09:15 - Moonshot AI Nearing $4B Round 10:58 - X-energy $700M Series D; $1.4B in 1 Year 12:44 - Celestial AI Acquired by Marvell for $5.5B 14:31 - Canva Positioning for IPO In Few Years 15:23 - Sierra $10B Valuation at 100x ARR 17:11 - K2 Space Targeting $3B (+~4x YoY) 18:39 - Anthropic Claude Opus 4.5 Launch 21:00 - Anthropic Bun Acquisition For Claude Code 22:58 - Anthropic IPO Preparation for 2026 24:43 - OpenAI Shopping Research Tool 26:24 - OpenAI Investor SoftBank Implies $756B Valuation 26:59 - OpenAI Forecasts 2030 User & Revenue 29:26 - OpenAI + Thrive Holdings Partnership 30:38 - OpenAI Neptune Acquisition 32:14 - Redwood Materials $6B Valuation; 5% Layoffs 33:19 - xAI Targeting $230B Valuation 34:36 - Fleet Space Lithium “District-Scale” Discovery 36:07 - Runway Gen 4.5 Tops Video Arena 37:35 - Vulcan Elements $620M DoD Contract

    39 min
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Ratings & Reviews

4.4
out of 5
9 Ratings

About

This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.

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  • Creator
    AG Dillon & Co
  • Years Active
    2022 - 2026
  • Episodes
    244
  • Rating
    Explicit
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    © 2026 This Week in Pre-IPO Stocks
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    This Week in Pre-IPO Stocks

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