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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

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

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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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00:21 - Navigating pre-IPO stock opportunity in a shifting market
17:00 - Protectionism’s impact on pre-IPO stocks
34:00 - Embracing efficiency: AI, automation, and the future of work

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00:00 - Intro
00:22 - CoreWeave IPO disappointing
13:53 - Model Context Protocol great for AI agents
27:15 - AI App Cursor $9.6b valuation
42:13 - Respect to Musk taking care of his X shareholders with xAI deal

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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
00:07 - CoreWeave Prices IPO at $19B Valuation  
01:18 - eToro Files for US IPO as Commissions Surge  
02:07 - Crusoe Secures $225M to Expand AI Data Centers  
03:15 - OpenAI Targets $29.4B in 2026 Revenue
05:43 - Databricks and Anthropic Strike Enterprise AI Deal  
06:39 - Flexport Misses Profit Target, Remains at $8B Valuation  
07:43 - Starlink Signs Distribution Deals in India  

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00:00 - Intro
00:22 - Exits are back! Wiz, CoreWeave, Klarna
11:34 - X raise at $44b! back to "par"
33:11 - Perplexity, an AI app, at $18b

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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 - Wiz Acquired by Google for $32B in All-Cash Deal  
01:17 - CoreWeave IPO at $30B, Down From $35B 
02:53 - X Raises Nearly $1B, Back to Musk Purchase Price 
03:53 - Perplexity in Talks to Raise at $18B Valuation  
04:37 - xAI Joins $100B AI Infrastructure Partnership  
05:30 - Kraken Acquires NinjaTrader for $1.5B  
06:18 - Klarna Partners with DoorDash for BNPL in the US  
07:20 - Ualá Closes Series E Round at $2.75B Valuation  
08:13 - OpenAI to House 400K Nvidia Chips for Stargate Project  

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00:25 - Klarna's IPO is Big For Venture
The team kicks off the episode with a deep dive into Klarna’s upcoming IPO, highlighting its strong financials and competitive position. Klarna reported $2.8 billion in 2024 revenue, up 23% from the previous year, with net income reaching $232 million — a 108% increase. The company also processed $105 billion in gross merchandise volume, reflecting a 98% jump. Klarna now boasts 93 million active customers and 675,000 merchants, with a major win coming from Walmart’s decision to switch from Affirm to Klarna for its payment services. Klarna’s current secondary market valuation sits at $10.5 billion, up 57% from its July 2022 round — a promising setup for the IPO. Klarna and Affirm are direct competitors, while Affirm has higher gross margins, it remains unprofitable. Klarna has maintained profitability and stronger credit loss management. Klarna’s valuation at IPO, rumored to be around $15 billion, appears reasonable given its financial strength and market position. The company’s long-term presence in the fintech space and the strategic advantage of its cost-conscious approach, which has allowed it to outperform competitors like Affirm.

11:49 - Are You Ready to Give All Your Personal Data to Get A Proper AI Assistant?
The episode wraps up with a compelling conversation about AI’s growing influence on business and investing. The panelists share how they regularly use tools like ChatGPT Pro, Grok, and Claude for research, writing, and coding — saving time and improving efficiency. AI is helping with market analysis, investment strategy development, and even Python coding for data analysis. The group agrees that AI is poised to disrupt white-collar industries and could significantly change how financial and operational decisions are made.

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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