This Week in Pre-IPO Stocks

Latest Episodes:

E165: Klarna files for US IPO; Pony.ai targets Nasdaq IPO; CoreWeave $24B tender; Databricks $1B raise, $55B valuation; Synthesia raises at $2.1B valuation; OpenAI to launch "Operator" AI agent in January; Nvidia unveils Jetson Thor for humanoid robots by Nov 15, 2024

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E164: Vuori's $5.5b valuation; Canada kills Tiktok offices?!?; Post-election pre-IPO stock outlook Nov 13, 2024

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00:00 - Intro
01:11 - Vuori tender offer
09:34 - Tiktok in Canada
17:18 - Outlook for pre-IPO stocks post election & Fed cut

E163: Perplexity AI nears $9B valuation, 3x from last round; Vuori $5.5B valuation tender; CoreWeave hires bankers for IPO; Anthropic partners with Palantir, expands in defense sector; Mistral launches AI moderation API; ByteDance/TikTok vs Canada; SpaceX Nov 08, 2024

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00:00 - Intro
00:57 - Perplexity AI Nears $9B Valuation with $500M Funding Round
01:57 - Vuori Plans $825M Secondary Share Sale at $5.5B Valuation
02:39 - CoreWeave Hires Bankers for 2025 IPO
03:36 - Anthropic Partners with Palantir, Expands in Defense Sector
05:00 - Mistral Launches AI Moderation API, Valued at $6B
06:05 - ByteDance Faces Canadian Order to Shut Down TikTok Offices
07:25 - SpaceX Targets Sixth Starship Flight for November 18
08:38 - Pre-IPO Stock Market Weekly Performance
09:22 - Pre-IPO Stock Vintage Index Weekly Performance
NEW FUND ANNOUNCEMENT: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post.
Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;
- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets
- Saturdays = pre-IPO news and insights, webinar replays
* NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).

E162: CoreWeave IPO, $8b 2025F revenue!; xAI $45b valuation; Perplexity ... is AI Search a feature or app? Nov 08, 2024

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E161: xAI aims for $40B valuation with new fundraising round; Canva hits $32B after secondary market sales; OpenAI challenges Google with "ChatGPT Search" feature; Databricks and Mastercard launch AI assistant for onboarding; Anthropic expands Claude to d Nov 01, 2024

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Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;
- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets
- Saturdays = pre-IPO news and insights, webinar replays
00:00 - Intro
00:57 - xAI Aims for $40B Valuation with New Fundraising Round
02:15 - Canva Hits $32B After Secondary Market Sales
03:15 - OpenAI Challenges Google with "ChatGPT Search" Feature
04:25 - Databricks and Mastercard Launch AI Assistant for Onboarding
05:21 - Anthropic Expands Claude to Desktop Apps
06:15 - Klar Plans IPO Following 2025 Run Rate Goal
06:54 - Insider Raises $500M, Expands AI-Driven Marketing Tech
07:39 - Waymo Valued at $45B in Recent $5.6B Round
08:29 - Pre-IPO Stock Market Weekly Performance
09:13 - Pre-IPO Stock Vintage Index Weekly Performance

E160: Waymo $5.6b cap raise; Cerebras 2x in last few months in secondary market; Starlink selling out in Africa, biggest subscription biz ever? Oct 29, 2024

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E159: Starlink's explosive growth in Africa; Anthropic launches AI tool "Computer Use" for developers; Klarna prepares for IPO, removes board member; Anduril boosted by US AI defense directive; Infinitus raises $51.5M, now valued over $600M; Agility Robot Oct 25, 2024

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E158: Perplexity +1631% YTD 2024, Hugging Face investment case, Shein to be in developed market indices? Oct 22, 2024

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Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;
- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets
- Saturdays = pre-IPO news and insights, webinar replays
00:00 - Intro
00:20 - Perplexity +1631% YTD 2024
08:32 - Hugging Face investment case
16:44 - Shein to be in developed market indices?

E157: SpaceX hits milestones with Starship, Science Corp targets brain-computer interfaces, Stripe to acquire Bridge for stablecoin growth, Databricks partners with Amazon for AI chips, Klarna integrates Apple Pay for payments, Shein adds bankers to Londo Oct 18, 2024

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NEW FUND ANNOUNCEMENT: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post.
Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;
- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets
- Saturdays = pre-IPO news and insights, webinar replays
00:58 | SpaceX Achieves Milestones with Starship Test
- Caught Super Heavy booster mid-air; landed the rocket in the ocean
- Starship needs 10 refueling flights for moon missions; demo projected by 2025
- Aims for multiple daily Starship flights to reduce costs, boost Starlink deployment
- Payload capacity 5x that of Falcon 9; increases incremental revenue
- Secondary market valuation: $226B (+7.4% vs Jul 2024)
01:55 | Science Corp Targets Brain-Computer Interface Market
- Founded by Neuralink co-founder Max Hodak
- Affordable tech: Axon probes ($500), SciFi units ($1,000) – 10% of traditional costs
- Nexus software manages terabytes of data for brain research
- Running clinical trials for ocular implants; plans for human applications
- Raised $186M; no public valuation announced
03:09 | Stripe Eyes Acquisition of Bridge Amid Stablecoin Focus
- Acquiring fintech Bridge to enter $170B stablecoin market
- Bridge has raised $58M, including $40M Series A led by Sequoia
- Follows Stripe’s USDC crypto payments resumption after six years
- Secondary market valuation: $83B (+18% vs Jul 2024)
04:05 | Databricks Partners with Amazon for AI Chip Cost Reduction
- Five-year deal to use Amazon Trainium AI chips, reducing costs by 40%
- Expanded collaboration on AWS, generating $1B+ in revenue
- Aims to save companies up to $950,000 monthly on AI model development
- Secondary market valuation: $43.8B (+1% vs Nov 2023)
05:16 | Klarna Integrates with Apple Pay for Flexible Payments
- Integration in the US and UK; expansion to Canada planned
- Offers installment payments for $35-$2,000 purchases with 0% APR financing options
- "Apple from Klarna" storefront launched for U.S. customers
- Secondary market valuation: $10.3B (+54% vs Jul 2022)
06:17 | Shein Adds Bankers to London IPO
07:11 | Hugging Face Expands as AI Developer Platform Grows
- 5M AI developer community
- 1M public and 1M private models
- 300,000 public apps and numerous private spaces for enterprise use
- 200,000 data sets for model customization
- Decentralized team, largest office in Paris; freemium model for enterprise users
- Secondary market valuation: $4.5B (+1% vs Aug 2023)
08:20 | OpenAI Tests ChatGPT Windows App with Enhanced Features
09:15 | X Updates Privacy Policy to Monetize User Data
10:28 | Pre-IPO Stock Market Weekly Performance
- agdillon.com/subscribe to receive weekly pdf report in your inbox
11:13 | Pre-IPO Stock Vintage Index Weekly Performance
- agdillon.com/subscribe to receive weekly pdf report in your inbox
* NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).

E156: Monzo valued at $5.9B following tender offer; OpenAI partners with Hearst; Maven Clinic raises $125M, valued at $1.7B; ByteDance launches AI earbuds, valued at $295B; Cerebras faces IPO delay amid US national security review; Sierra in talks for $4B Oct 11, 2024

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