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
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...
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 - @evv...
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...
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
...
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?...
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 invest...
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...
00:00 - Harvey disrupting the law firm industry, or driving it to new revenue levels?
15:41 - Wealthfront a buy post-IPO?
24:45 - Prediction markets a business with staying power?
00:00 - Intro
00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge
01:58 - Wealthfront Preps IPO After Strong $290M Revenue
02:42 - Snyk Acquires Invariant to Secure AI Risks
03:47 - PlayAI In Acquisition Talks With Meta
04:46 - OpenAI and Microsoft Clash Over AGI Clause
06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins
07:00 - Polymarket Nears $1B Valuation With $200M Rais...
00:00 - Intro
00:39 – OpenAI proposes Microsoft own 33% equity in for-profit transition
11:10 – Cluely records everything you see, say, and hear
25:32 – Canva secondary deal at $37b valuation
31:54 – What is Scale’s secondary valuation post-Meta deal?
00:00 - Intro
00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries
01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI
03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation
04:13 - Anysphere Doubles Valuation Weeks After Raise
05:30 - GENIUS Act Sets Stage for Stablecoin Innovation
06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play
07:58 - Sca...
00:00 - Intro
00:40 – Meta buys 49% of Scale AI
11:19 – Ramp raises at $16b
24:11 – AI app, Glean, raises at $7.2b
00:00 - Intro
00:51 - Scale AI gets $14.3B from Meta, hits $29B valuation
02:03 - Starlink doubles subs to 6M, adds 100K in Africa
03:22 - SpaceX expands Starship launch capacity in Florida
04:08 - Databricks adds Google Gemini, hits $72.8B valuation
05:09 - Perplexity partners with Nvidia, eyes $14B raise
06:08 - Glean raises $150M at $7.2B valuation
07:13 - Mistral hits $6B valuation, exp...
00:00 - Intro
00:46 - AI teaching our kids, Alpha School (Texas)
23:48 - Circle IPO a huge success
35:55 - Meta’s $10b investment into Scale AI
00:00 - Intro
00:46 - Musk's political bets pay off
08:21 - Future of personal devices (Neuralink, OpenAI/Ive, Meta/Google glasses)
22:42 - AI Apps the next huge investment opportunity?
00:00 - Intro
00:29 - OpenAI & Microsoft closer to deal
10:58 - Wonder is no bueno?
22:02 - Function Health, wearables + pre-IPO health stocks
00:00 - Intro
00:07 - SpaceX Cleared for 25 Starship Launches at Starbase
00:58 - Wonder Raises $600M at $7B+ Valuation
01:46 - Function Health Seeks $2B Valuation After Ezra Deal
02:38 - OpenAI Seeks to Restructure Microsoft Deal
03:51 - OpenAI Appoints Instacart CEO to Lead Applications Division
05:26 - Stargate Plans $500B Global AI Data Center Expansion
06:35 - Whoop Launches 5.0 and Me...
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
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 Bypa...
00:00 - Intro
00:21 - Revolut is killing it!
15:16 - Shein + tariff impact
24:21 - Autonomous driving regulation
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