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. 3D AGO

    E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + 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 00:47 - Cursor’s $50B Round Would Cement AI Coding’s New Heavyweight 01:43 - Wiz Closes $32B Deal with Google; Google’s Biggest Acquisition Ever 02:32 - Moonshot AI’s $18B Ask Shows Chinese AI Valuations Are Repricing Fast 03:34 - Nscale’s $14.6B Valuation Signals Europe’s AI Infra Race Is Scaling Up 05:06 - Legora’s $5.55B Jump Marks a Breakout Moment for Legal AI 06:08 - Alan’s Nears $1B ARR as Europe’s Digital Health Insurer Keeps Repricing Higher 07:12 - Replit’s $9B Valuation Shows Vibe Coding Investors Still Want More 08:01 - Nebius’s $2B Bet Extends Its Grip on AI Infrastructure 08:52 - Gumloop’s $50M Raise Says No-Code AI Agents Are Becoming Enterprise Software 09:52 - Wonderful Hits $2B in Just 13 Months as Global AI Support Rollouts Accelerate 10:45 - Rox Reaches Unicorn Status on an $8M ARR Sales-AI Story 11:36 - Sunday $1.15B Round Shows Embodied AI (Humanoids) Is Still Attracting Premium Capital 12:24 - Thinking Machines Lands 1 GW Nvidia Deal 13:24 - Yann LeCun’s AMI Labs Lands a Record-Scale $1.03B Seed 14:11 - Forethought - AI Service Automation Platform - Acquired by Zendesk 15:05 - Meta Acquires Viral AI-Agent Network Moltbook 15:57 - Eridu $200M Series A Targets a Hidden Bottleneck in AI Infrastructure 17:00 - Mind Robotics Raises $500M as Factory AI Becomes the Next Robotics Battleground 18:03 - OpenAI Buys Promptfoo to Harden Enterprise AI Agents 19:17 - Kraken Partners with Nasdaq to Push Tokenized Equities Closer to Market 20:19 - Anthropic Turns Code Review Into a New Enterprise AI Revenue Lever 21:25 - Anthropic, Blackstone, Hellman Strike AI Consulting JV 22:13 - Lovable Hits $400M ARR With Just 146 Employees 23:02 - Anduril Acquires ExoAnalytics in Defense Space Push 24:25 - Anduril Lands Potentially $20B Army Deal as Revenue Heads Toward $4B

    25 min

  2. MAR 6

    E250: SpaceX IPO at $1.75T; Anduril $4.3B 2026F revenue; Together $8.5B 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 00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T 01:50 - SpaceX Moves to Wipe Out $17.5B of Debt 02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+ 03:20 - Anduril’s $4.3B 2026 Revenue Forecast 04:05 - Together AI New Round at $8.5B Post-Money 05:01 - Decagon Closes Employee Equity at $4.5B 05:57 - Eight Sleep Lands at a $1.5B Valuation 06:44 - Cursor $2B Feb 2026 Revenue Run Rate 07:37 - Cursor Wants Agents Working Without Supervision 08:15 - Stripe Wants to Monetize AI Usage 09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B 09:44 - Arda Is Taking AI to the Factory Floor 10:34 - Epic Forced Google to Cut the Toll 11:30 - OpenAI Revenue at $25B 12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again 13:15 - Kraken Gets Fedwire Access, First For Crypto Firm

    14 min

  3. FEB 27

    E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + 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 00:51 - Stripe Initiates $159B Tender 01:29 - Stripe Annual Letter Shows Scale and Faster Cohorts 03:16 - Stripe PayPal Optionality Creates a Valuation Spread 04:15 - Plaid Employee Liquidity Up-Round at $8B 05:19 - Saronic Targets Mega-Round at $8.5B 06:18 - Profound Hits $1B at 18-Month Pace 07:35 - Cerebras Reopens IPO Window With $10B Compute Deal 08:29 - Axelera AI Funds Edge Inference Buildout 09:17 - Basis Crosses $1B With Accounting AI Penetration Metrics 10:20 - Anthropic Claude Code Security Turns Reasoning Into AppSec 11:18 - Anthropic Consumer Momentum Accelerates 12:15 - Anthropic Tender Formalizes Late-Stage Liquidity 13:02 - Anthropic Targets Mainframe Modernization With COBOL 13:55 - OpenAI $110B Round at $840B Post-Money Sets New Bar 15:04 - OpenAI Hardware Roadmap Points to 2027 and 2028 16:12 - OpenAI Consultants Push Enterprise Adoption in 2026 17:05 - AMD and Crusoe Use Credit to Accelerate Chip Pull-Through 18:10 - Starlink Drops Prices To Accelerate Growth, Subscribers at 10M 19:37 - Canva Buys Motion and Ad Optimization as Scale Compounds 20:44 - Mistral and Accenture Signal Consultant-Led Distribution

    21 min

  4. FEB 21

    E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + 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 00:02 - AG Dillon Funds closing on Mar 31, 2026 00:51 - OpenAI Financials $280B revenue target meets $665B cost wall 03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI 04:42 - OpenAI Series C aims to shatter records at $850B post money 05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path 06:29 - Grafana’s $9B round talks ride a $400M ARR wave 07:23 - World Labs lands Autodesk and targets a rumored $5B valuation 08:18 - Temporal wants to be the load bearing layer for agent execution 09:31 - Mesh Optical’s $50M Series A targets the chokepoint inside AI data centers 10:43 - Render’s $1.5B valuation is a bet that AI apps need a new runtime 11:40 - Stash acquired by Grab for $425M 13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team 14:07 - Figma plugs Claude Code into design and risks losing the workflow 15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.6 15:26 - Stripe’s Bridge wins OCC trust charter signal as stablecoin scrutiny rises 16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model 17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary 19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack

    20 min

  5. FEB 13

    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

  6. 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 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

  7. JAN 30

    E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + 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 00:07 - 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

  8. JAN 24

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

    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 00:07 - 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
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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
    248
  • 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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