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Invest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:08 - Anthropic Mega-Scale Infra + $350B Valuation Surge
01:44 - xAI $15B Raise at $230B Valuation
02:45 - xAI Saudi Arabia 500MW Data Center
03:57 - xAI Grok 5 to be Released in Q1 2026
04:42 - Databricks $130B+ Valuation in Discussion
05:55 - Ramp Hyper-Growth to $32B Valuation
06:47 - Kraken $800M Raise at $20B Valuation
07:51 - Kalshi $1B Raise at $11B Valuation
08:54 - Faire Employee Tender at $5.2B
09:42 - Apptronik $5B Raise for Humanoid Robots
10:44 - Tenstorrent $800M Raise at $3.2B Valuation
11:45 - Function Health $298M Raise at $2.5B Valuation
12:55 - Suno $250M Series C at $2.45B Valuation
13:51 - Bezos Returns as Co-CEO of Prometheus
14:42 - Thinking Machines to Raise $5B
15:27 - Lambda raised $1.5B + Multibillion Microsoft Deal
16:31 - Blue Origin’s New Glenn 9x4 Super-Heavy Rocket
17:29 - Starlink’s New $40 Plan + 10,000 Satellites
18:15 - Starlink Wins Emirates Airlines Fleet Deal
19:10 - Target to join OpenAI ChatGPT Shopping + Enterprise Rollout
20:01 - Perplexity Comet AI Browser Launch

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Invest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:07 - Thinking Machines Lab Eyes $50-60B Post-Money Valuation
01:00 - Anysphere (Cursor) $2.3B Raise Triples Valuation to $29.3B
02:14 - Clio (LegalTech) Hits $5B Valuation on $500M Series G
03:00 - Skims Raises $225M at $5B Valuation
04:06 - Scribe’s Workflow Automation Hits $1.3B Valuation
05:24 - WisdomAI Raises $50M Series A
06:20 - Wonderful Raises $100M Series A Only 4 Months Post-Stealth
07:30 - Blue Origin Lands Booster!
08:39 - Anthropic $50B Direct Data Center Build-Out + Europe Expansion
10:45 - OpenAI Chips Act Expansion Push
12:15 - Cerebras Systems Multibillion Guyana Sovereign AI Deal
13:23 - Sweet Security Raises $75M Series B
14:42 - World Labs’ Marble 3D World Model Launches Commercial
15:52 - ElevenLabs Celebrity Voice Deals

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Invest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only.

00:00 - Intro
00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition
01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push
01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple
02:38 - Crusoe Tender Implies $13B Valuation (+30%)
03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ
04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%)
04:52 - Harvey Raises $150M at $8B Valuation (+multi-round 2025 surge)
05:34 - OpenAI Revenue Soars … $574.9B Secondary Valuation (+15%)
06:35 - OpenAI 1M Business Customers + 800M Weekly Users
07:25 - OpenAI-AWS $38B Cloud Deal Reshapes Infra Market
07:55 - Lambda + Microsoft Multibillion AI Infra Deal (+90.1%)
08:56 - Gemini Prediction Markets Expand Crypto Derivatives Frontier
09:57 - Perplexity v. Amazon Tests AI Agent Commerce Rules
10:54 - Anthropic $70B revenue + wins Cognizant Deal
12:19 - Epic Games-Google Settlement Redefines App-Store Economics
13:15 - SpaceX Starlink 8M Users >> $446.3B Secondary Valuation (+11.6%)

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Invest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only.

00:00 - Intro
00:08 - Mercor $350M Series C Quintuples Valuation to $10B Amid AI Data Pivot
01:47 - OpenAI Restructuring to PBC Unlocks $40B Fundraising at $500B Valuation
03:14 - SoftBank Greenlights $22.5B Final Tranche to OpenAI Contingent on PBC Shift
04:06 - OpenAI Advances Generative Music Tool to Rival Suno in $200B Media Market
05:14 - Poolside $2B Raise at $12B Valuation Backed by Nvidia's $1B Commitment
05:49 - Bending Spoons $270M Raise at $11B Valuation Funds $1.4B AOL Buy
06:56 - Whatnot $225M Series F at $11.5B Valuation Drives Global GMV Doubling
08:08 - Figma $200M+ Weavy Acquisition Boosts AI Media Tools Post-IPO
09:07 - MiniMax M2 Tops Global Open Models in Sovereign AI Push
10:00 - 1X NEO Robot Preorders at $20K Target 2026 Deliveries
11:10 - SpaceX $2B Pentagon Deal Bolsters $11B Starlink Revenue
12:15 - Canva Debuts Foundational Design Model in Affinity Free Shift
13:28 - Grammarly Rebrands to Superhuman with 40M DAU AI Suite

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00:00 - Intro
00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise
01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion
02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling
04:04 - OpenEvidence $200M Series C at $6B Valuation Drives Medical AI Adoption
05:35 - Cohere $7B Tender Offer Amid $150M ARR Enterprise LLM Growth
06:40 - Synthesia $4B GV-Led Round Talks Post-Adobe $3B Acquisition Bid
08:05 - Suno $100M+ Raise at $2B+ Valuation in AI Music Surge
09:04 - Anduril Acquires AIRS to Bolster Multi-Domain Infrared Sensing
10:13 - Revolut Mexico Banking Launch Amid $4B Revenue Expansion
11:18 - X Launches Inactive Handle Marketplace for Premium Monetization
12:10 - Anthropic Tens of Billions Google TPU Deal Expands Compute Footprint
13:08 - OpenAI $15B Wisconsin Data Center Partnership with Oracle
14:17 - OpenAI Acquires Sky AI Mac Interface Team in Consumer Push

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00:00 - Intro
00:08 - Anysphere $1B Raise Talks at $27B Valuation Amid AI Coding Boom
01:07 - Deel $300M Series E at $17.3B Valuation Fuels $1.2B ARR Growth
02:31 - Oura $900M Series E Doubles Valuation to $11B on 5.5M Ring Sales
04:02 - Zepto $450M Raise Hits $7B Valuation in $42B Indian Quick-Commerce Surge
05:22 - Kalshi $300M Raise at $5B Valuation as Trading Volume Nears $50B Annualized
06:24 - Plata $250M Series C at $3.1B Valuation Targets 10M Users by 2026
07:34 - Ripple $1B GTreasury Acquisition Caps $2.45B 2025 Deal Spree
08:21 - Black Forest $200M-$300M Raise at $3.25B Valuation Fuels FLUX.1 Expansion
09:27 - Prompt AI Apple Acquihire Targets HomeKit Vision Boost
10:13 - Thinking Machines Co-Founder Tulloch Departs for Meta Amid Talent Wars
11:10 - OpenAI Broadcom 10GW Custom AI Chip Partnership at $350B-$500B Cost
12:17 - OpenAI Walmart Instant Checkout Taps 270M Customers for Agentic Commerce
13:06 - Revolut UK License Delay Amid $4B Revenue and 65M Customer Expansion
14:03 - SpaceX Starship V2 Success Targets 2027 Moon Mission, $15.5B Revenue
15:01 - Anduril EagleEye MR Helmet Secures $159M Army Award in $22B IVAS Pivot
16:08 - Anthropic IBM Partnership Rolls Claude to 500K Deloitte Users

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Invest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only.

00:08 - xAI $20B GPU Financing Structure Nears Close
01:42 - Reflection AI Raises $2B Round Builds Open-Source Frontier Lab
02:37 - n8n $180M Series C Drives 7x Valuation Jump to $2.5B
03:26 - Base Power $1B Raise Targets 200k Home Batteries by 2027
04:13 - ICE Takes Polymarket Stake as Prediction Volume +700% YTD
05:01 - Cerebras $1.1B Series G at $8.1B Valuation Ahead of IPO
05:51 - BVNK Acquired by Coinbase-Mastercard
06:41 - OpenAI ChatGPT Go Expands to 16 Asian Markets
07:31 - OpenAI $18B AMD GPU Deal Diversifies Beyond Nvidia
08:19 - OpenAI Sora 2 Hits 30M Users in Week One
08:57 - OpenAI Instant Checkout Allows eCommerce in ChatGPT
09:47 - OpenAI AgentKit Launch Accelerates AI Agent Economy
10:30 - Google Gemini Enterprise Targets Copilot’s 15M Seats
11:12 - SpaceX | Starlink Revenue +40%, 120 Launches in 2025

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00:00 - Intro
01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits
02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users
03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026?
05:23 - Cerebras' $1.1B Pre-IPO Raise: $8.1B Val, Q2 Rev 11x YoY
06:39 - Black Forest Labs' $4B AI Image Raise: FLUX.1 Downloads 5M+
07:59 - Rebellions' $1.4B Series C: 3x Rev YoY, Arm GPU Co-Dev
09:28 - TikTok US Divestiture: $14B Val at 1.4x P/S, ByteDance Keeps 50% Profits
11:04 - Meta's Rivos Acquisition: Cuts GPU Reliance 20-30%, $10B Annual Spend
12:27 - Anthropic's Claude Sonnet 4.5: 30-Hour Autonomy, $5B ARR Run-Rate
14:01 - Perplexity's Free Comet Browser: ARR Nears $200M, 50% Query Boost
15:24 - Stripe Bridge's Stablecoin Open Issuance: $300B Market to $2T by 2028
16:52 - Thinking Machines' Tinker API: 95% Nondeterminism Fix, $12B Seed Val

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00:00 - Intro
00:08 - Tether's $500B Valuation
00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal
02:10 - Stripe BuyBack at $106.7B
02:48 - TikTok US Valuation at Only $14B!
03:45 - Fermi's $13B IPO for AI Data Center Energy
04:18 - 1X Robotics' $10B+ Valuation
05:21 - Anthropic for Microsoft AI Copilot
05:51 - Databricks-OpenAI $100M Enterprise Pact
06:26 - CoreWeave's $6.5B New OpenAI Deal

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Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company
…X - @TheFuscoKid
…LinkedIn - www.linkedin.com/in/nickfusco

Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments
…X - @evvcohen
…LinkedIn - www.linkedin.com/in/evcohen

Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
…X - @clint_sorenson
…LinkedIn - www.linkedin.com/in/csorensoncfacmt

Aaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
…X - @AaronGDillon
…LinkedIn - www.linkedin.com/in/aarondillonnyc