Send us a text
00:10 | SpaceX ups tender to $180b
- Tender from $175b to $180b, or $97.00/share
- +26.0% from beginning of 2023, +19.8% from last tender in Jul 2023
- Tender is seeing strong demand after SpaceX forecasted StarLink $10b in 2024 revenue vs $0 in 2020
01:28 | TikTok Shop posts 5m new customer in Nov 2023
- Blended social media with shopping
- TikTok offers sellers 100% payouts, covers shipping, and covers discounts
- Brands like Mondelez and Benefit Cosmetics have adopted the service
- TikTok is a ByteDance company, ByteDance is the largest pre-IPO stock globally and is currently executing a $5b buyback at a $268b valuation
03:16 | Blue Origin to launch rocket
- Launch could occur as soon as Dec 18
- Blue Origin was on pause after an uncrewed launch auto-aborted (exploded) in Sep 2022
- Blue Origin’s New Shepard has completed 22 flights, carrying 31 people to space
- Blue Origin is working on a heavy lift rocket (New Glenn) and lunar lander (Blue Moon)
04:18 | Mistral AI’s $2b valuation
- Mistral AI is a large language model provide that competes with OpenAI, Anthropic, and Cohere
- Mistral raised $487m from Andreessen Horowitz, Nvidia, and Salesforce
05:12 | OpenAI contracts with Politico and Business Insider
- ChatGPT to provide users with article summaries, including subscription-based content, with proper attribution and links to the full articles
- Axel Springer, partner of Politico and Business Insider, will also supply content for training OpenAI's AI models
- OpenAI signed a similar agreement with the Associated Press
- OpenAI is currently in the process of closing a tender offer that will value the company at $86b
06:09 | Harvey’s $700m valuation
- Harvey is a AI large language model for lawyers built on top of OpenAI
- Raising $70-$80m at a $700m valuation
- Round led by Kleiner Perkins and Elad Gil
- Harvey already has strategic clients like PwC and Allen & Overy
07:19 | Big capital raises
- VAST Data (vastdata.com) | $118m Series E, $9.1b valuation
- Scalable Capital (de.scalable.capital) | $228m Series E, $2.1b valuation
- MaintainX (getmaintainx.com) | $50m Series C, $900m valuation
- Gecko Robotics (geckorobotics.com) | $173m Series C, $633m valuation
- Pragmatic (pragmaticsemi.com) | $227m Series D, $624m valuation
08:33 | Pre-IPO +1.23% for week
- Week winners: Cohere +21.58%, Klarna +6.52%, Ramp +3.49%, Stripe +3.43%, Snyk +3.33%
- Week losers: Brex -5.30%, Anduril -5.07%, Notion -2.75%, Canva -2.20%, ByteDance -1.04%
- Top valuations: ByteDance $193b, SpaceX $158b, OpenAI $71b, Stripe $50b, Databricks $47b lead in current valuation
Invest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com
View all episodes
By AG Dillon & Co
4.4
88 ratings
Send us a text
00:10 | SpaceX ups tender to $180b
- Tender from $175b to $180b, or $97.00/share
- +26.0% from beginning of 2023, +19.8% from last tender in Jul 2023
- Tender is seeing strong demand after SpaceX forecasted StarLink $10b in 2024 revenue vs $0 in 2020
01:28 | TikTok Shop posts 5m new customer in Nov 2023
- Blended social media with shopping
- TikTok offers sellers 100% payouts, covers shipping, and covers discounts
- Brands like Mondelez and Benefit Cosmetics have adopted the service
- TikTok is a ByteDance company, ByteDance is the largest pre-IPO stock globally and is currently executing a $5b buyback at a $268b valuation
03:16 | Blue Origin to launch rocket
- Launch could occur as soon as Dec 18
- Blue Origin was on pause after an uncrewed launch auto-aborted (exploded) in Sep 2022
- Blue Origin’s New Shepard has completed 22 flights, carrying 31 people to space
- Blue Origin is working on a heavy lift rocket (New Glenn) and lunar lander (Blue Moon)
04:18 | Mistral AI’s $2b valuation
- Mistral AI is a large language model provide that competes with OpenAI, Anthropic, and Cohere
- Mistral raised $487m from Andreessen Horowitz, Nvidia, and Salesforce
05:12 | OpenAI contracts with Politico and Business Insider
- ChatGPT to provide users with article summaries, including subscription-based content, with proper attribution and links to the full articles
- Axel Springer, partner of Politico and Business Insider, will also supply content for training OpenAI's AI models
- OpenAI signed a similar agreement with the Associated Press
- OpenAI is currently in the process of closing a tender offer that will value the company at $86b
06:09 | Harvey’s $700m valuation
- Harvey is a AI large language model for lawyers built on top of OpenAI
- Raising $70-$80m at a $700m valuation
- Round led by Kleiner Perkins and Elad Gil
- Harvey already has strategic clients like PwC and Allen & Overy
07:19 | Big capital raises
- VAST Data (vastdata.com) | $118m Series E, $9.1b valuation
- Scalable Capital (de.scalable.capital) | $228m Series E, $2.1b valuation
- MaintainX (getmaintainx.com) | $50m Series C, $900m valuation
- Gecko Robotics (geckorobotics.com) | $173m Series C, $633m valuation
- Pragmatic (pragmaticsemi.com) | $227m Series D, $624m valuation
08:33 | Pre-IPO +1.23% for week
- Week winners: Cohere +21.58%, Klarna +6.52%, Ramp +3.49%, Stripe +3.43%, Snyk +3.33%
- Week losers: Brex -5.30%, Anduril -5.07%, Notion -2.75%, Canva -2.20%, ByteDance -1.04%
- Top valuations: ByteDance $193b, SpaceX $158b, OpenAI $71b, Stripe $50b, Databricks $47b lead in current valuation
Invest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com
1,286 Listeners
533 Listeners
1,932 Listeners
1,092 Listeners
2,023 Listeners
2,110 Listeners
88 Listeners
9,927 Listeners
1,566 Listeners
49 Listeners
131 Listeners
616 Listeners
466 Listeners
394 Listeners
44 Listeners