Episodios

  • 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?

    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?
    Sep 16 2025

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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 = 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 = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
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    22 m
  • 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

    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
    Sep 12 2025

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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
    05:12 - Perplexity Finalizes $200M Round at $20B Valuation
    05:32 - Databricks >$4B ARR in Jul 2025, up 50% YoY
    06:07 - Ramp's $1B ARR, +43% in 6 Months
    06:51 - SpaceX's $17B Spectrum Deal with EchoStar
    08:01 - Anduril's $1.26B of New Contracts
    09:06 - AlterEgo's Silent Sense Wearable Launch
    10:02 - OpenAI's $300B Oracle Data Center Deal
    10:39 - OpenAI + Microsoft Agree on Nonprofit to For-profit Shift
    11:05 - Thinking Machines' $2B Seed at $12B Valuation
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    12 m
  • E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence

    E226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidence
    Sep 8 2025

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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

    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 = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
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    25 m
  • 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

    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
    Sep 6 2025

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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 Valuation
    06:05 - Sierra Captures $10B Valuation
    06:57 - OpenEvidence Achieves $6B Valuation
    07:29 - Pinecone Considers Sale Amid Market Shifts
    07:59 - Klarna Targets $14B Valuation IPO
    08:52 - Gemini Pursues $2.1B Valuation IPO
    09:49 - SpaceX Wins 120 Annual Launches in Florida Base
    10:33 - Anysphere (Cursor) Explores Data Licensing Deals
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    12 m
  • 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

    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
    Aug 29 2025

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

    E223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5b
    Aug 26 2025

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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

    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 = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
    Más Menos
    25 m
  • 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

    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
    Aug 22 2025

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

    E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money
    Aug 19 2025

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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

    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 = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
    Más Menos
    32 m