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.
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E124: OpenAI used by 93% of Fortune 500, PwC to sell ChatGPT; Grafana Labs $6b valuation; Klarna $22m Q1 profit; Databricks $1.6b in 2023 revenue; Epic Games $800m in Fortnite in-game economy; xAI $24b valuation, now 8th largest pre-IPO stock; CoreWeave
00:07 | OpenAI inks PwC deal01:16 | OpenAI inks deal with Grab02:07 | OpenAI data deal with The Atlantic, Vox Media03:13 | OpenAI ChatGPT Edu launches04:43 | Grafana Labs new funding round05:24 | Klarna profitable in Q106:53 | Mistral AI coming to US07:30 | Stripe’s new UK products08:48 | Databricks’ $1.6b revenue09:45 | Revolut and Africa11:01 | Epic Games following YouTube playbook12:53 | xAI’s $24b valuation, 8th largest pre-IPO stock13:52 | CoreWeave 1H 2025 IPO15:17 | Canva cuts HP deal1...
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E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels; Scale AI new $13.8b valuation, +97% from last round; Anduril new $12.5b valuation, -5.3% vs secondary mrkt levels; Groq new $3b valuation, -32% vs secondary mrkt levels
00:08 | Revolut new round- UK online bank- Launching new payment terminal in 2H 2024, expanding Europe availability for product- Raising $500m tender at $33b valuation- 40m customers, +144% from 2021- $2.2b 2023 revenue, +100% vs 2022- $21.6b secondary market valuation, - 35% from Jul 2021 round- 9.8x revenue multiple at $21.6b secondary valuation- 15x revenue multiple at target $33b valuation- +53% return for secondary investors if $33b valuation plays out02:06 | CoreWeave new debt financing...
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E122: $625m for Reka AI founders/employees in 2yrs, $20b IPO for Klarna!, OpenAI GPT-4o’s multi-modal AI changed the game
00:16 | OpenAI GPT-4o’s multi-modal AI changed the game- GPT-4o release last Monday; capable of handling text, speech, and video (multi-modal)- Best use cases; real-time translation, tutoring, Mac app- Mac app is game-changer, Google Workspace with AI is a game-changer- What will the world look like in 5 years after multi-modal AI?- $97b secondary market valuation, +13% vs last round (Apr 2024)15:52 | $20b IPO for Klarna!, is it an AI play?- $20b IPO could come as early as Q1 2025- 150m globa...
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E121: Figma $12.5b valuation tender; $625m cash for Reka AI founders/employees; Klarna IPO rumored at +100% vs 2ndary mrkt; OpenAI impresses with GPT-4o; Reddit + OpenAI data deal; Anthropic hires new CPO, launches in Europe; Chime vs payday lenders; St
Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/index00:07 | OpenAI impresses with GPT-4o- Capable of handling text, speech, and video- Refreshed ChatGPT UI and a macOS desktop app- Verbal conversation improvement was the big surprise, in my opinion- Watch live demos here = https://x.com/OpenAI- $97b secondary market valuation, +13% vs last round (Apr 2024)01:53 | Reddit + OpenAI data deal- OpenAI to license Reddit data for ...
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E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income
REVOLUT- https://www.revolut.com/en-US/- online banking- 40 million customers, adding 1 million new customers a month- Available in 150 countries, #1 finance downloaded app in 17 countries- $2bn of revenue and $350m net income in 2023- $21b secondary market valuation, -36% from last round ($33b) in Jul 2021- 10.5x revenue multiple ... low for a profitable company adding 1m new customers a month?WIZ- https://www.wiz.io/- NYC cloud security firm- $12b post-money after $1b cap raise- a16z, Light...
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E119: Wiz $12b valuation, Wayve raises $1b, Chime fined by CFPB, Titkok sues US govt (obviously), OpenAI cuts another training data deal, FTX customers made whole!
00:08 | Wayve raises $1b- UK AI-autonomous driving technology company, licenses AI-tech to car manufactures- Softbank, D1, Nvidia, Microsoft investors- Round valuation was not disclosed- Last published valuation was $1.35b in Jan 2022 Series B01:49 | Chime fined by CFPB - online checking and savings accounts- fined $3.25m for failing to refund customer funds on a timely basis- growing pains, nothing to see here- $5.1b secondary market valuation; -80% from Sep 2021 round03:13 | Wiz $12b v...