This Week in Pre-IPO Stocks

This Week in Pre-IPO Stocks reports on pre-IPO stock research, trends, trading, and venture capital funds. Visit www.agdillon.com for more.

Episodes

E231: Tether's $500B valuation; OpenAI-Nvidia $100B AI powerhouse deal; Stripe buyback at $106.7B; TikTok US valuation at only $14B!; Fermi's $13B IPO for AI data center energy; 1X robotics' $10B+ valuation; Anthropic for Microsoft AI Copilot; Databricks-

September 26, 2025 • 7 mins

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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&apo...

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E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks

September 25, 2025 • 42 mins

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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...

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E229: Groq's $750M funding, $6.9B valuation; Figure's $1B+ robotics raise, $39B valuation; Workday's $1.1B Sana acquisition for AI agents; Irregular's $80M AI security boost; xAI's 64M user milestone; OpenAI's new ChatGPT usage report; OpenAI to cut Micro

September 19, 2025 • 11 mins

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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...

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E228: SpaceX to enter the cell service business; Anduril wins $1.26b of new deals; OpenAI + Microsoft work out non-profit to for-profit switch; Will AI/robotics yield a decade long bull market?

September 16, 2025 • 21 mins

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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 =...

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E227: Klarna's $15.1B IPO + Up in Public Markets (as of Thu, Sep 11); Cognition's $400M Raise at $10.2B Valuation; ElevenLabs' $100M Tender at Doubled $6.6B Valuation; Replit's $250M Funding at $3B Valuation; X Square Robot's $140M Raise, New Robot OS Rel

September 12, 2025 • 11 mins

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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:...

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E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence

September 8, 2025 • 25 mins

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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

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E225: Anthropic secures $183B valuation funding milestone; Revolut achieves $75B valuation share sale; OpenAI expands tender from $6B to $10.3B; OpenAI completes $1.1B Statsig acquisition; OpenAI launches proprietary AI chip development initiative; Lambda

September 6, 2025 • 11 mins

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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 Valuat...

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E224: ByteDance buyback at $330B, more revenue vs Meta; Klarna IPO back on; Framer $2B valuation Series D; Rain raises $58M for stablecoin payments platform; Commonwealth $863M for fusion prototype; SpaceX 10th Starship test a huge win; Anthropic launches

August 29, 2025 • 9 mins

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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

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E223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5b

August 26, 2025 • 25 mins

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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

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E222: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Crusoe eyes $1b raise at $10b valuation; Anthropic doubles raise to $10b at $170b; Eight Sleep raises $100m at $1.5b; Manus hits $90m ARR in 6 Months; Anduril sponsors O

August 22, 2025 • 7 mins

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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

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E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money

August 19, 2025 • 31 mins

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00:00 – OpenAI Tender Eyes $500b Valuation
06:32 – Cohere Raises at $6b Valuation
12:11 – n8n Raises at $2.3b Pre-Money

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E220: OpenAI tender eyes $500b valuation; OpenAI offers govt ChatGPT for $1; OpenAI releases open-weight models; OpenAI launches GPT-5 model; Bullish targets $4.23b IPO valuation; n8n raises at $2.3b pre-money; Figure Technology files $3.3b IPO; Clay rais

August 8, 2025 • 10 mins

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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...

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E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 months

August 5, 2025 • 32 mins

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E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on

August 1, 2025 • 17 mins

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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 - Kl...

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E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b

July 29, 2025 • 37 mins

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CHAPTERS

00:00 – Anthropic $150b valuation (now $170b!!!)
15:13 – xAI + Valor for GPUs
29:55 – Figma IPO valuation set at $15-$16b

PARTICIPANTS

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E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf

July 17, 2025 • 15 mins

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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 - Polymark...

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E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?

July 15, 2025 • 48 mins

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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
...

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E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok 4 at PhD-level smarts; X's Yaccarino exits after X m

July 11, 2025 • 14 mins

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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?...

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E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors?

July 8, 2025 • 26 mins

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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

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E212: Josh Brown, Michael Batnick, and Aaron Dillon talk 2H 2025 IPOs, pre-IPO stocks to watch, dynamics of the private stock market

July 1, 2025 • 22 mins

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The Compound is a go to source of financial news and insights for me on a weekly basis. What Are Your Thoughts on Tuesdays, Animal Spirits on Wednesdays, and The Compound and Friends on Friday. Incredible insights from Josh, Michael, and Ben Carlson. I highly recommend a Youtube subscribe at https://www.youtube.com/@TheCompoundNews .

In this discussion…
The IPO market has reopened with strong momentum, marked...

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