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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
00:08 - Klarna Plans NYSE IPO at $15B Valuation
01:27 - Applied Intuition in Talks for $15B Valuation
02:36 - Anysphere Eyes $10B Valuation After Rapid ARR Growth
03:11 - Gemini Confidentially Files for IPO
03:55 - CoreWeave Signs $11.9B AI Infrastructure Deal With OpenAI
05:04 - Moveworks Acquired by ServiceNow for $2.85B
05:57 - Chainguard in Talks for $3.5B Valuation
06:31 - OpenAI and Oracle Launch $100B Stargate AI Infrastructure
08:02 - xAI Expands Memphis Data Center to 350K GPUs
08:43 - Anthropic Revenue +40% to $1.4B ARR
09:49 - Binance Secures $2B Investment From MGX
10:46 - TikTok US Deal with Oracle has High Potential
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By AG Dillon & Co
4.4
88 ratings
Send us a text
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
00:08 - Klarna Plans NYSE IPO at $15B Valuation
01:27 - Applied Intuition in Talks for $15B Valuation
02:36 - Anysphere Eyes $10B Valuation After Rapid ARR Growth
03:11 - Gemini Confidentially Files for IPO
03:55 - CoreWeave Signs $11.9B AI Infrastructure Deal With OpenAI
05:04 - Moveworks Acquired by ServiceNow for $2.85B
05:57 - Chainguard in Talks for $3.5B Valuation
06:31 - OpenAI and Oracle Launch $100B Stargate AI Infrastructure
08:02 - xAI Expands Memphis Data Center to 350K GPUs
08:43 - Anthropic Revenue +40% to $1.4B ARR
09:49 - Binance Secures $2B Investment From MGX
10:46 - TikTok US Deal with Oracle has High Potential
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