This Week in Pre-IPO Stocks

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E205: AI teaching our kids, Alpha School (Texas); Circle IPO a huge success; Meta’s $10b investment into Scale AI Jun 10, 2025

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00:00 - Intro
00:46 - AI teaching our kids, Alpha School (Texas)
23:48 - Circle IPO a huge success
35:55 - Meta’s $10b investment into Scale AI

E204: Musk's political bets pay off; Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses); AI Apps the next huge investment opportunity? Jun 03, 2025

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00:00 - Intro
00:46 - Musk's political bets pay off
08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses)
22:42 - AI Apps the next huge investment opportunity?

E203: OpenAI & Microsoft closer to deal; Wonder is no bueno?; Function Health, wearables + pre-IPO health stocks May 13, 2025

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00:00 - Intro
00:29 - OpenAI & Microsoft closer to deal
10:58 - Wonder is no bueno?
22:02 - Function Health, wearables + pre-IPO health stocks

E202: SpaceX cleared for 25 Starship launches at Starbase; Wonder raises $600M at $7B+ valuation; Function Health seeks $2B valuation after Ezra deal; OpenAI seeks to restructure Microsoft deal; OpenAI appoints Instacart CEO to lead applications division; May 09, 2025

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00:00 - Intro
00:07 - SpaceX Cleared for 25 Starship Launches at Starbase
00:58 - Wonder Raises $600M at $7B+ Valuation
01:46 - Function Health Seeks $2B Valuation After Ezra Deal
02:38 - OpenAI Seeks to Restructure Microsoft Deal
03:51 - OpenAI Appoints Instacart CEO to Lead Applications Division
05:26 - Stargate Plans $500B Global AI Data Center Expansion
06:35 - Whoop Launches 5.0 and Medical Grade Devices
07:50 - Klarna Gains from Regulatory Rollback

E201: eToro IPO is happening!; Starlink winning in Africa, Congo approval; Epic wins vs Apple, Fortnite back on iOS; Nick in Omaha for Warren Buffett May 06, 2025

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00:00 - Intro
00:21 - Nick in Omaha for Warren Buffett
13:14 - eToro IPO is happening!
19:09 - Epic wins vs Apple, Fortnite back on iOS
28:52 - Starlink winning in Africa, Congo approval

E200: Neuralink raises $500M at $9B valuation; Discord appoints new CEO amid IPO speculation; Last of X debt sold by MStanley; Glean raises at $7B valuation as ARR tops $100M; Anthropic adds Claude features, projects $34.5B revenue by 2027; Epic Games win May 02, 2025

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00:00 - Intro
00:07 - Neuralink Raises $500M at $9B Valuation
01:01 - Discord Appoints New CEO Amid IPO Speculation
01:52 - Last of X debt sold by MStanley
03:01 - Glean Raises at $7B Valuation as ARR Tops $100M
03:43 - Anthropic Adds Claude Features, Projects $34.5B Revenue by 2027
04:37 - Epic Games Wins Against Apple, Returns to iOS App Store
05:37 - Stripe Enables iOS Developers to Bypass Apple’s 30% Fee

E199: Revolut is killing it!; Shein + tariff impact; Autonomous driving regulation Apr 29, 2025

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00:00 - Intro
00:21 - Revolut is killing it!
15:16 - Shein + tariff impact
24:21 - Autonomous driving regulation

E198: Buyer of Rippling at $16b?; Figma IPO at $21b?; Humanoid robots run marathon Apr 22, 2025

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00:00 - Intro
00:24 - Buyer of Rippling at $16b?
08:00 - Figma IPO at $21b?
21:29 - Humanoid robots run marathon

E197: Are you a buyer of Safe Superintelligence at $33b, Thinking Machines at $10b; Pre-IPO opportunities from tariffs Apr 14, 2025

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00:00 - Intro
00:39 - Safe Superintelligence, Thinking Machines
15:44 - Tariff opportunities

E196: Thinking Machines targets $10B valuation with $2B seed round; ByteDance revenue hits $155B in 2024; Anysphere(Cursor) revenue quadruples, eyes $10B valuation; Nuro raises $106M at $6B valuation; Base Power raises $200M to scale affordable home batte Apr 11, 2025

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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

00:00 - Intro
00:08 - Thinking Machines Targets $10B Valuation with $2B Seed Round
01:12 - ByteDance Revenue Hits $155B; Valuation Diverges
02:15 - Anysphere Revenue Quadruples; Eyes $10B Valuation
03:01 - Nuro Raises $106M at $6B Valuation
03:51 - Base Power Raises $200M to Scale Affordable Home Batteries
05:06 - Anthropic Launches Claude Max, Valued at $61.5B
06:15 - Ripple Acquires Hidden Road for $1.25B
07:13 - Canva Adds GenAI Tools; Valued at $37.9B
08:19 - Electricity Demand for AI Surges Globally
10:31 - OpenAI Rolls Out ChatGPT Memory Feature
11:30 - Google Joins Anthropic’s Model Context Protocol
12:43 - Safe Superintelligence Taps Google Cloud for Compute

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