This Week in Pre-IPO Stocks

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E252: Vast Data $30B valuation, +229%; Kalshi $22B valuation, +2x; Mastercard buys BVNK; Canva signals 2027 IPO; + more

2026-03-2014:14

Send us Fan Mail Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:49 - Vast Data rockets to $30B after a $1B raise and a +229.7% valuation jump 01:51 - Kalshi hits $22B as revenue reaches $1.5B and monthly volume tops $10B 02:53 - Fal races to $8B with revenue at $400M and growth hitting +100% in months 03:43 - Yotta targets $4B valuation with a $1B capital plan and 30,000+ next-gen G...

E251: Cursor $50B round, lower vs secondary market; Wiz $32B acquisition closes w/ Google; Moonshot $18B valuation; Nscale $14.6B valuation; + more

2026-03-1525:16

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:47 - Cursor’s $50B Round Would Cement AI Coding’s New Heavyweight 01:43 - Wiz Closes $32B Deal with Google; Google’s Biggest Acquisition Ever 02:32 - Moonshot AI’s $18B Ask Shows Chinese AI Valuations Are Repricing Fast 03:34 - Nscale’s $14.6B Valuation Signals Europe’s AI Infra Race Is Scaling Up 05:06 - Legora’s $5.55B Jum...

E250: SpaceX IPO at $1.75T; Anduril $4.3B 2026F revenue; Together $8.5B round; + more

2026-03-0614:07

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T 01:50 - SpaceX Moves to Wipe Out $17.5B of Debt 02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+ 03:20 - Anduril’s $4.3B 2026 Revenue Forecast 04:05 - Together AI New Round at $8.5B Post-Money 05:01 - Decagon Closes Employee Equity at $4.5B 05:57 - Eigh...

E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + more

2026-02-2721:27

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:51 - Stripe Initiates $159B Tender 01:29 - Stripe Annual Letter Shows Scale and Faster Cohorts 03:16 - Stripe PayPal Optionality Creates a Valuation Spread 04:15 - Plaid Employee Liquidity Up-Round at $8B 05:19 - Saronic Targets Mega-Round at $8.5B 06:18 - Profound Hits $1B at 18-Month Pace 07:35 - Cerebras Reopens IPO Windo...

E248: OpenAI $280B in 2030 revenue! + “buys” OpenClaw; Grafana $9B valuation; World Labs $5B valuation; + more

2026-02-2119:52

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:02 - AG Dillon Funds closing on Mar 31, 2026 00:51 - OpenAI Financials $280B revenue target meets $665B cost wall 03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI 04:42 - OpenAI Series C aims to shatter records at $850B post money 05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path 06:29 - Grafan...

E247: OpenClaw … WHAT?!; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + more

2026-02-1318:19

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:15 - OpenClaw Own the Memory File Thesis 02:37 - Anthropic $30B Series G, $380B Valuation 03:35 - Stripe Tender at $140B While Secondary Prints $151B 04:24 - Databricks $5B Equity at $134B and $2B Debt Capacity 05:23 - Harvey Talking $200M at $11B Up 38% From December 06:28 - Runway $315M at $5.3B Up 75% in Under 1 Year 07:3...

E246: SpaceX acquires xAI, now $1.473T in secondary market; Waymo at $116B, +14% vs last round; ElevenLabs at $11B, $330M ARR; + more

2026-02-0614:30

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - SpaceX Acquires xAI at a $1.25T Combined Valuation 01:39 - SpaceX Seeks Early Index Inclusion Once Public 02:50 - SpaceX Files for 1M AI Data-Center Satellites 03:37 - Anthropic Lines Up a $350B Employee Tender 04:16 - Anthropic Opus 4.6 Ships With 1,000,000 Tokens and “Agent Teams” for Parallel Work 04:53 - Goldman Use...

E245: SpaceX Jun ’26 IPO; OpenAI Q4’26 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more

2026-01-3020:27

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - Decagon’s $250M Round Triples Valuation to $4.5B 01:17 - xAI Gets $2B From Tesla After $20B Series E 02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M 03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T 03:52 - SpaceX Starship V3 Heads for Mid-March 04:27 - SpaceX Starlink Lands Gulf Air Deal as Flee...

E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams

2026-01-2418:10

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A 01:29 - Runpod $120M Run Rate 500K Developers 31 Regions 02:59 - Humans& $480M Seed $4.48B Valuation 3 Months Old 04:03 - Baseten $300M Raise $5B Valuation Nvidia $150M 04:49 - Noveon Magnetics $215M Raise 2,000+ Tons Per Year Target 06:17 - Zipline $600M+ Ne...

E243: Cerebras 2.8x valuation to $23B + strikes $10B deal with OpenAI; Skild $14B round; 1X new humanoid robot AI-model; Anthropic drops “Cowork”

2026-01-1614:32

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:08 - Cerebras Eyes $23B Post-Money as IPO Nears 00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 2028 01:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition 02:24 - Temporal Nears $5B in Talks as ARR Tops $100M 03:00 - Parloa Jumps to $3B Valuation After $350M Series D 04:08 - Higgsfield Hits $1.3B After...

E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more

2026-01-0919:16

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:08 - xAI Lands a Massive $20B Round, $230B Valuation 01:22 - xAI Financials Show Hypergrowth Economics With Losses Still Expanding 02:51 - Grok for Business Targets Enterprise Wallet Share With Security and Admin Controls 04:05 - Anthropic Signs Up a $10B Round, $350B Valuation 05:07 - OpenAI Targets a $100B Raise, $830B Val...

E241: SpaceX $800b tender and $1.5 trillion IPO, Disney into OpenAI for $1b, Boom Supersonic jet turbines for data centers, + more

2025-12-1217:48

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:00 - Intro 00:06 - SpaceX Tender Offer & IPO Plans 00:43 - SpaceX Revenue Outlook 01:54 - Airwallex $330M Raise 02:54 - Disney $1B OpenAI Investment 03:53 - OpenAI Enterprise Adoption Surge 04:54 - OpenAI GPT-5.2 Launch 05:54 - OpenAI Hires Slack CEO as CRO 06:28 - Meta Acquires Limitless 07:50 - Harvey $160M Round 08:44 - Cohere Ente...

E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others

2025-12-0438:48

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com 00:06 - Databricks $134B Primary at 32x 2025E Sales 02:20 - Revolut $75B Tender (+56% vs Aug 2025) 04:30 - Physical Intelligence (Pi) $5B Primary (+>2.5x in <1 Year) 06:32 - Black Forest Labs $3.25B Series B (<2 Years Post-Launch) 07:47 - Wealthfront IPO Targeting $2.05B 09:15 - Moonshot AI Nearing $4B Round 10:58 - X-energy $700M Se...

E239: AI Giants Surge: Anthropic $350B, xAI $230B, Databricks $130B+, Ramp $32B, Kraken $20B, Kalshi $11B, Suno $2.45B, more

2025-11-2121:07

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com 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 0...

E238: Thinking Machines eyes $60B valuation; Cursor locks $29.3B valuation; Blue Origin lands first rocket booster; Raises from Clio, Skims, Scribe, WisdomAI, Wonderful

2025-11-1416:41

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com 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...

E237: Tether $20b buyback!; Ripple $500m raise at $40b valuation; Crusoe tender at $13b valuation; Anthropic forecasting $70b in annual revenue; SpaceX Starlink at 8m customers; AI legal Harvey raises at $8b val | AG Dillon & Co Pre-IPO Stock Research – N

2025-11-0713:56

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com 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 - Harv...

E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative m

2025-10-3114:41

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com 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 Ra...

E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med

2025-10-2415:02

Send a text 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+ V...

E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian qu

2025-10-1716:57

Send a text 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 $...

E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stake

2025-10-1011:50

Send a text Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com 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 Valu...

#box-pro-ellipsis-177440867898848{-webkit-line-clamp:2;}This Week in Pre-IPO Stocks