This Week in Pre-IPO Stocks

AG Dillon & Co
  • 4.4 (8)
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  • UPDATED WEEKLY

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. OCT 10

    E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stak

    Send us a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. 00:08 - xAI $20B GPU Financing Structure Nears Close 01:42 - Reflection AI Raises $2B Round Builds Open-Source Frontier Lab 02:37 - n8n $180M Series C Drives 7x Valuation Jump to $2.5B 03:26 - Base Power $1B Raise Targets 200k Home Batteries by 2027 04:13 - ICE Takes Polymarket Stake as Prediction Volume +700% YTD 05:01 - Cerebras $1.1B Series G at $8.1B Valuation Ahead of IPO 05:51 - BVNK Acquired by Coinbase-Mastercard 06:41 - OpenAI ChatGPT Go Expands to 16 Asian Markets 07:31 - OpenAI $18B AMD GPU Deal Diversifies Beyond Nvidia 08:19 - OpenAI Sora 2 Hits 30M Users in Week One 08:57 - OpenAI Instant Checkout Allows eCommerce in ChatGPT 09:47 - OpenAI AgentKit Launch Accelerates AI Agent Economy 10:30 - Google Gemini Enterprise Targets Copilot’s 15M Seats 11:12 - SpaceX | Starlink Revenue +40%, 120 Launches in 2025

    12 min

  2. OCT 3

    E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black Fo

    Send us a text 00:00 - Intro 01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits 02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users 03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026? 05:23 - Cerebras' $1.1B Pre-IPO Raise: $8.1B Val, Q2 Rev 11x YoY 06:39 - Black Forest Labs' $4B AI Image Raise: FLUX.1 Downloads 5M+ 07:59 - Rebellions' $1.4B Series C: 3x Rev YoY, Arm GPU Co-Dev 09:28 - TikTok US Divestiture: $14B Val at 1.4x P/S, ByteDance Keeps 50% Profits 11:04 - Meta's Rivos Acquisition: Cuts GPU Reliance 20-30%, $10B Annual Spend 12:27 - Anthropic's Claude Sonnet 4.5: 30-Hour Autonomy, $5B ARR Run-Rate 14:01 - Perplexity's Free Comet Browser: ARR Nears $200M, 50% Query Boost 15:24 - Stripe Bridge's Stablecoin Open Issuance: $300B Market to $2T by 2028 16:52 - Thinking Machines' Tinker API: 95% Nondeterminism Fix, $12B Seed Val

    18 min

  3. SEP 26

    E231: Tether's $500B valuation; OpenAI-Nvidia $100B AI powerhouse deal; Stripe buyback at $106.7B; TikTok US valuation at only $14B!; Fermi's $13B IPO for AI data center energy; 1X robotics' $10B+ valuation; Anthropic for Microsoft AI Copilot; Databrick

    Send us a text 00:00 - Intro 00:08 - Tether's $500B Valuation 00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal 02:10 - Stripe BuyBack at $106.7B 02:48 - TikTok US Valuation at Only $14B! 03:45 - Fermi's $13B IPO for AI Data Center Energy 04:18 - 1X Robotics' $10B+ Valuation 05:21 - Anthropic for Microsoft AI Copilot 05:51 - Databricks-OpenAI $100M Enterprise Pact 06:26 - CoreWeave's $6.5B New OpenAI Deal

    7 min

  4. SEP 25

    E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks

    Send us a text 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

    42 min

  5. SEP 19

    E229: Groq's $750M funding, $6.9B valuation; Figure's $1B+ robotics raise, $39B valuation; Workday's $1.1B Sana acquisition for AI agents; Irregular's $80M AI security boost; xAI's 64M user milestone; OpenAI's new ChatGPT usage report; OpenAI to cut Mic

    Send us a text 00:00 - Intro 00:55 - Groq's $750M Funding, $6.9B Valuation 02:23 - Figure's $1B+ Robotics Raise, $39B Valuation 03:20 - Workday's $1.1B Sana Acquisition for AI Agents 04:12 - Irregular's $80M AI Security Boost 05:34 - xAI's 64M User Milestone 06:27 - OpenAI's New ChatGPT Usage Report 07:59 - OpenAI to Cut Microsoft Rev Share 08:45 - Starlink Direct-To-Cell Testing Starts in 2026 10:06 - Google's Gemini Chrome Integration

    12 min

  6. SEP 16

    E228: SpaceX to enter the cell service business; Anduril wins $1.26b of new deals; OpenAI + Microsoft work out non-profit to for-profit switch; Will AI/robotics yield a decade long bull market?

    Send us a text 00:00 - Intro 00:02 - SpaceX to enter the cell service business 04:26 - Anduril wins $1.26b of new deals 12:43 - OpenAI + Microsoft work out non-profit to for-profit switch 17:33 - Will AI/robotics yield a decade long bull market? 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

    22 min

  7. SEP 12

    E227: Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11); Cognition's $400M Raise at $10.2B Valuation; ElevenLabs' $100M Tender at Doubled $6.6B Valuation; Replit's $250M Funding at $3B Valuation; X Square Robot's $140M Raise, New Robot OS R

    Send us a text 00:00 - Intro 00:51 - Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11) 01:51 - Cognition's $400M Raise at $10.2B Valuation 02:43 - ElevenLabs' $100M Tender at Doubled $6.6B Valuation 03:05 - Replit's $250M Funding at $3B Valuation 04:05 - X Square Robot's $140M Raise, New Robot OS Released 04:41 - Mistral Finalizes $1.5B Funding at $11.7B Valuation 05:12 - Perplexity Finalizes $200M Round at $20B Valuation 05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY  06:07 - Ramp's $1B ARR, +43% in 6 Months 06:51 - SpaceX's $17B Spectrum Deal with EchoStar 08:01 - Anduril's $1.26B of New Contracts 09:06 - AlterEgo's Silent Sense Wearable Launch 10:02 - OpenAI's $300B Oracle Data Center Deal 10:39 - OpenAI + Microsoft Agree on Nonprofit to For-profit Shift 11:05 - Thinking Machines' $2B Seed at $12B Valuation

    12 min

  8. SEP 8

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

    Send us a text 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

    25 min
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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.

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  • Creator
    AG Dillon & Co
  • Years Active
    2022 - 2025
  • Episodes
    230
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    Explicit
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    © 2025 This Week in Pre-IPO Stocks
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