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00:00 - Intro
00:21 - Nick in Omaha for Warren Buffett
13:14 - eToro IPO is happening!
19:09 - Epic wins vs Apple, Fortnite back on iOS
28:52 - Starlink winning in Africa, Congo approval

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00:00 - Intro
00:07 - Neuralink Raises $500M at $9B Valuation
01:01 - Discord Appoints New CEO Amid IPO Speculation
01:52 - Last of X debt sold by MStanley
03:01 - Glean Raises at $7B Valuation as ARR Tops $100M
03:43 - Anthropic Adds Claude Features, Projects $34.5B Revenue by 2027
04:37 - Epic Games Wins Against Apple, Returns to iOS App Store
05:37 - Stripe Enables iOS Developers to Bypass Apple’s 30% Fee

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00:00 - Intro
00:21 - Revolut is killing it!
15:16 - Shein + tariff impact
24:21 - Autonomous driving regulation

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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