This Week in Pre-IPO Stocks

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E175: OpenAI what does AGI mean for profits?, Anduril to crush incumbent defense primes, Vultr raise Jan 07, 2025

Show notes

00:00 - Intro
00:26 - OpenAI to hit AGI in 2025, per Altman. What is the revenue implications of AGI and how much incremental is that vs agents?
17:32 - Anduril, Palantir, SpaceX, + others are going to run circles are incumbent defense primes
25:47 - Valtr and AI Infrastructure businesses are very interesting; [1] compute demand is off the charts, [2] Nvidia and AMD are allocating chips and investing in to the companies, and [3] important to look at the balance sheet to ensure debt does not get too heavy (e.g. maintain positive cash flow)

E174: Perplexity AI reaches $9B valuation with rapid growth; Databricks hits $62B valuation after $10B funding round; Chime prepares for 2025 IPO with $8.6B valuation; Oura valued at $5.2B after $200M Series D; Vultr raises $333M at $3.5B valuation in fir Jan 03, 2025

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00:00 - Intro
00:07 - Perplexity AI Reaches $9B Valuation with Rapid Growth
01:20 - Databricks Hits $62B Valuation After $10B Funding Round
02:33 - Chime Prepares for 2025 IPO with $8.6B Valuation
03:50 - Oura Valued at $5.2B After $200M Series D
04:56 - Vultr Raises $333M at $3.5B Valuation in First Round
06:07 - OpenAI Transitions to Public Benefit Corporation
07:19 - xAI Reaches $69B Valuation After $12B Total Funding
08:22 - Anduril Forms Consortium to Disrupt $850B Defense Market
09:36 - Pre-IPO Stock Market Weekly Performance
10:16 - Pre-IPO Stock Vintage Index Weekly Performance

E173: Pre-IPO Stock Secondary Market 2024 Recap, 2025 Outlook Dec 30, 2024

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00:00 - Intro
01:06 - What investment themes popped in 2024?
04:07 - What new developments happened in the pre-IPO stock market in 2024?
11:23 - Which pre-IPO stock company was the big winner, big loser in 2024?
17:14 - What emerging investment themes to look for in 2025?
35:11 - What pre-IPO stock market developments do you expect in 2025?
42:54 - Which pre-IPO stock company will be the big winner, big loser in 2025?

E172: ServiceTitan surges to $8.9B after strong Nasdaq IPO; Snyk hits $9.4B valuation with $300M ARR; OpenAI rolls out real-time video analysis for ChatGPT; Fleet Space doubles valuation to $525M; Runway projects $265M revenue in 2024; Crusoe raises $600M Dec 13, 2024

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00:00 - Intro
00:08 - ServiceTitan Surges to $8.9B After Strong Nasdaq IPO
01:12 - Snyk Hits $9.4B Valuation with $300M ARR
02:10 - OpenAI Rolls Out Real-Time Video Analysis for ChatGPT
02:56 - Fleet Space Doubles Valuation to $525M
03:37 - Runway Projects $265M Revenue in 2024
04:12 - Crusoe Raises $600M, Valued at $2.8B
04:55 - Google and Samsung Enter XR Market with Mixed-Reality Headset
06:31 - Pre-IPO Stock Market Weekly Performance
07:16 - 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).

E171: eToro 2025 IPO, CoreWeave 2025 IPO at $35b!?, TikTok US a $150b company? Dec 09, 2024

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00:00 - Intro
00:15 - eToro 2025 IPO
11:19 - CoreWeave 2025 IPO at $35b!?
20:04 - TikTok US a $150b company?

E170: TikTok faces US ban order, ByteDance valued at $300B; SpaceX hits $350B valuation, surpasses private market records; Anduril partners with OpenAI for AI-powered defense tech; OpenAI launches ChatGPT Pro at $200/month; Databricks finalizes $61B valua Dec 06, 2024

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00:00 - Intro
00:06 - TikTok Faces US Ban Order, ByteDance Valued at $300B
02:09 - SpaceX Hits $350B Valuation, Surpasses Private Market Records
03:09 - Anduril Partners with OpenAI for AI-Powered Defense Tech
04:17 - OpenAI Launches ChatGPT Pro at $200/Month
05:12 - Databricks Finalizes $61B Valuation in Latest Round
05:31 - CoreWeave Prepares for IPO at $35B Valuation
06:15 - eToro Explores US IPO at $8.7B Valuation
07:14 - Fidelity Increases Valuation of X by 32%
08:02 - Revolut Strengthens Board for UK Banking License Bid
09:00 - Pre-IPO Stock Market Weekly Performance
09:44 - Pre-IPO Stock Vintage Index Weekly Performance
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
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.
* 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).

E169: Anthropic $4b raise from Amazon, Too early to invest in AI Apps?, Data and Reasoning saviors of potential AI scaling issues? Dec 03, 2024

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00:00 - Intro
00:19 - Anthropic $4b raise from Amazon
06:57 - Too early to invest in AI Apps?
20:41 - Data and Reasoning saviors of potential AI scaling issues?

E168: Ramp Nears $11B Valuation with 21% Secondary Market Premium; X shareholders get 25% of xAI; SoftBank Bids $1.5B for OpenAI Shares at $157B Valuation; Databricks Hits $55B Valuation in Largest 2024 Funding Round; Neuralink Tests Robotic Arm with $7.6 Nov 30, 2024

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E167: SpaceX hits $250B valuation amid Starlink expansion; xAI raises $5B, valuation doubles to $50B; Databricks targets $61B valuation with new tender offer; ByteDance hits $300B valuation amid employee buybacks; Anthropic secures $4B from Amazon, valued Nov 22, 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
00:00 - Intro
01:02 - SpaceX Hits $250B Valuation Amid Starlink Expansion
01:51 - xAI Raises $5B, Valuation Doubles to $50B
02:52 - Databricks Targets $61B Valuation with New Tender Offer
04:01 - ByteDance Hits $300B Valuation Amid Employee Buybacks
05:00 - Anthropic Secures $4B from Amazon, Valued at $40B
06:33 - ServiceTitan Files for IPO with $614M Revenue
07:46 - Stripe Conducts Buyback at $70B Valuation
08:21 - 1Password Prepares for IPO at $6.8B Valuation
09:07 - Pre-IPO Stock Market Weekly Performance
10:00 - Pre-IPO Stock Vintage Index Weekly Performance
* 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).

E166: Databricks tender delay IPO?; xAI raised $6b in weeks, why ever go public?; Bytedance parts with more than whole? Nov 19, 2024

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00:00 - Intro
00:25 - Databricks tender delay IPO?
10:39 - xAI raised $6b in weeks, why ever go public?
25:11 - Bytedance parts with more than whole?

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