This Week in Pre-IPO Stocks

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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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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

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00:00 - Intro
00:55 - Groq's $750M Funding, $6.9B Valuation
02:23 - Figure's $1B+ Robotics Raise, $39B Valuation
03:20 - Workday's $1.1B Sana Acquisition for AI Agents
04:12 - Irregular's $80M AI Security Boost
05:34 - xAI's 64M User Milestone
06:27 - OpenAI's New ChatGPT Usage Report
07:59 - OpenAI to Cut Microsoft Rev Share
08:45 - Starlink Direct-To-Cell Testing Starts in 2026
10:06 - Google's Gemini Chrome Integration

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00:00 - Intro
00:02 - SpaceX to enter the cell service business
04:26 - Anduril wins $1.26b of new deals
12:43 - OpenAI + Microsoft work out non-profit to for-profit switch
17:33 - Will AI/robotics yield a decade long bull market?

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

Send us Fan Mail

00:00 - Intro
00:51 - Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11)
01:51 - Cognition's $400M Raise at $10.2B Valuation
02:43 - ElevenLabs' $100M Tender at Doubled $6.6B Valuation
03:05 - Replit's $250M Funding at $3B Valuation
04:05 - X Square Robot's $140M Raise, New Robot OS Released
04:41 - Mistral Finalizes $1.5B Funding at $11.7B Valuation
05:12 - Perplexity Finalizes $200M Round at $20B Valuation
05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY 
06:07 - Ramp's $1B ARR, +43% in 6 Months
06:51 - SpaceX's $17B Spectrum Deal with EchoStar
08:01 - Anduril's $1.26B of New Contracts
09:06 - AlterEgo's Silent Sense Wearable Launch
10:02 - OpenAI's $300B Oracle Data Center Deal
10:39 - OpenAI + Microsoft Agree on Nonprofit to For-profit Shift
11:05 - Thinking Machines' $2B Seed at $12B Valuation

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00:00 - Intro
00:11 - Revolut $75b valuation after 72% yoy revenue growth, 35 million customers
11:09 - AI App investment cases; Sierra AI Agents and OpenEvidence

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