Send us a text 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 K...
Send us a text 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
Send us a text 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 =...
Send us a text 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
Send us a text 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 …...
Send us a text 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&nbs...
Send us a text 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 Inves...
Send us a text 00:00 - Intro 00:54 - Anthropic Secures $183B Valuation Funding Milestone 01:32 - Revolut Achieves $75B Valuation Share Sale 02:10 - OpenAI Expands Tender from $6B to $10.3B 03:07 - OpenAI Completes $1.1B Statsig Acquisition 04:00 - OpenAI Launches Proprietary AI Chip Development Initiative 04:47 - Lambda $6B Round + IPO Preparation with Nvidia Partnership 05:24 - Mistral Drives $14B Valuation 06:05 - Sierra Captures $10B Valuation 06:57 - OpenEvidence Achieves $6B Valuation 07...
Send us a text 00:00 - Intro 00:52 - ByteDance Buyback at $330B, More Revenue vs Meta 02:17 - Klarna IPO Back On 03:28 - Framer $2B Valuation Series D 04:21 - Rain Raises $58M for Stablecoin Payments Platform 05:34 - Commonwealth $863M for Fusion Prototype 06:38 - SpaceX 10th Starship Test a Huge Win 07:42 - Anthropic Launches Chrome AI Agent 08:47 - xAI Launches AI Coding Assistant
Send us a text 00:00 - Databricks Targets $100b in New Round 08:42 - Canva Launches Tender at $42b Valuation 15:27 - Eight Sleep Raises $100m at $1.5b 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 WealthShie...
Send us a text 00:00 - Intro 00:54 - Databricks Targets $100b in New Round 01:53 - Canva Launches Tender at $42b Valuation 02:49 - Crusoe Eyes $1b Raise at $10b Valuation 03:27 - Anthropic Doubles Raise to $10b at $170b 04:15 - Eight Sleep Raises $100m at $1.5b 04:47 - Manus Hits $90m ARR in 6 Months 05:17 - Anduril Sponsors Ohio State Athletics 06:18 - Stripe / MetaMask Launch mUSD Stablecoin
Send us a text 00:00 – OpenAI Tender Eyes $500b Valuation 06:32 – Cohere Raises at $6b Valuation 12:11 – n8n Raises at $2.3b Pre-Money 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 out...
Send us a text 00:00 - Intro 00:54 - OpenAI Tender Eyes $500b Valuation 01:38 - OpenAI Offers Govt ChatGPT for $1 02:14 - OpenAI Releases Open-Weight Models 02:57 - OpenAI Launches GPT-5 Model 03:33 - Bullish Targets $4.23b IPO Valuation 04:46 - n8n Raises at $2.3b Pre-Money 05:47 - Figure Technology Files $3.3b IPO 06:37 - Clay Raises $100m at $3.1b 07:21 - Groq Hosts OpenAI Open Models 08:25 - ElevenLabs Launches AI Music Generator 09:28 - Brex Secures EU Payments License
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Send us a text 00:00 - Intro 00:52 - Figma Surges 250% on NYSE Debut to $56b 02:10 - Anthropic Triples Valuation to $170b in New Round 03:01 - Ramp Jumps 40% to $22.5b in 45 Days 04:23 - iCapital Raises $820m to $7.5b Valuation 05:28 - BitGo Files IPO at $3.43b Secondary Valuation 06:05 - Substack Boosts 70% to $1.1b on $100m Raise 06:51 - Shein Posts $10b Q1 Revenue Amid Valuation Pressure 08:09 - Klarna Eyes $15b IPO with $11.8b Secondary Valuation 09:26 - OpenAI Doubles Revenue to $12b Ann...
Send us a text CHAPTERS 00:00 – Anthropic $150b valuation (now $170b!!!) 15:13 – xAI + Valor for GPUs 29:55 – Figma IPO valuation set at $15-$16b PARTICIPANTS 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 We...
Send us a text 00:00 - Intro 00:53 - Anthropic Targets $100B Valuation 02:21 - Anthropic Launches Claude 4 Financial Tools 03:20 - Thinking Machines Raises $2B at $12B Valuation 04:58 - OpenEvidence Secures $210M at $3.5B Valuation 07:11 - Xtend Adds $30M to Reach $100M Total Funding 09:10 - Cognition Acquires Windsurf with $82M ARR 11:12 - Via Files IPO with $326.6M Projected Revenue 12:13 - Polymarket Clears Probes After $3.6B Election Bets 13:00 - xAI Wins $200M DoD Contract at $121.1B Val...
Send us a text 00:00 – Aquihires in AI: A better form of M&A? 13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech? 26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?) 41:39 - Electricity as Commodity: Does anyone have a guy? 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 ...
Send us a text 00:00 - Intro 00:55 - SpaceX Soars to $400B Valuation 01:46 - Revolut Banks on $65B Valuation Boost 02:37 - Groq Chips In at $6B Valuation 03:42 - Mistral AI Storms to $1B+ Raise 04:41 - Harmonic AI Tunes Up to $875M Valuation 05:36 - xAI Unleashes Grok 4 at PhD-Level Smarts 07:32 - X's Yaccarino Exits After X Merger 08:19 - Perplexity AI Launces Browser 09:37 - OpenAI Browser?, Competes With Chrome 10:48 - Shein Threads $50B IPO Hurdles 11:51 - Epic Games Levels Up Antitrust V...
Send us a text 00:00 – Groq is the private market Nvidia? 07:24 – Figma’s IPO a buy? 13:30 – Robinhood’s pre-IPO stock tokenization legal and good for investors? PARTICIPANTS 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 = Ch...