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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 - Eight Sleep Lands at a $1.5B Valuation
06:44 - Cursor $2B Feb 2026 Revenue Run Rate
07:37 - Cursor Wants Agents Working Without Supervision
08:15 - Stripe Wants to Monetize AI Usage
09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B
09:44 - Arda Is Taking AI to the Factory Floor
10:34 - Epic Forced Google to Cut the Toll
11:30 - OpenAI Revenue at $25B
12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again
13:15 - Kraken Gets Fedwire Access, First For Crypto Firm

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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 Window With $10B Compute Deal
08:29 - Axelera AI Funds Edge Inference Buildout
09:17 - Basis Crosses $1B With Accounting AI Penetration Metrics
10:20 - Anthropic Claude Code Security Turns Reasoning Into AppSec
11:18 - Anthropic Consumer Momentum Accelerates
12:15 - Anthropic Tender Formalizes Late-Stage Liquidity
13:02 - Anthropic Targets Mainframe Modernization With COBOL
13:55 - OpenAI $110B Round at $840B Post-Money Sets New Bar
15:04 - OpenAI Hardware Roadmap Points to 2027 and 2028
16:12 - OpenAI Consultants Push Enterprise Adoption in 2026
17:05 - AMD and Crusoe Use Credit to Accelerate Chip Pull-Through
18:10 - Starlink Drops Prices To Accelerate Growth, Subscribers at 10M
19:37 - Canva Buys Motion and Ad Optimization as Scale Compounds
20:44 - Mistral and Accenture Signal Consultant-Led Distribution

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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 - Grafana’s $9B round talks ride a $400M ARR wave
07:23 - World Labs lands Autodesk and targets a rumored $5B valuation
08:18 - Temporal wants to be the load bearing layer for agent execution
09:31 - Mesh Optical’s $50M Series A targets the chokepoint inside AI data centers
10:43 - Render’s $1.5B valuation is a bet that AI apps need a new runtime
11:40 - Stash acquired by Grab for $425M
13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team
14:07 - Figma plugs Claude Code into design and risks losing the workflow
15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.6
15:26 - Stripe’s Bridge wins OCC trust charter signal as stablecoin scrutiny rises
16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model
17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary
19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack

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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
07:37 - Apptronik Series A Reopened to $935M Total
08:32 - Modal Labs Discussed $2.5B Valuation Up 127% vs Recent Series B
09:22 - Gather AI $40M Series B for Warehouse Vision and Drones
10:31 - Simile $100M for AI Digital Twins With Brand Heavy Roster
11:30 - Erebor Bank National Charter and $635M Capital With 12% Requirement
12:45 - MrBeast Beast Industries Buys Fintech Step
13:42 - SpaceX Moon City Under 10 Years and Mars Still on the Roadmap
15:13 - Monaco Launches With $35M Raised for AI and Service Sales Model
16:26 - xAI Reorg Into 4 Areas and Colossus Expands Toward 2GW
17:54 - X Hits $1B ARR From Subscriptions With $3 to $40 Pricing

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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 Uses Anthropic’s Claude for AI Agents
05:49 - Waymo Nears a $16B Round at $110B as Alphabet Writes Most of the Check
06:34 - Cerebras Jumps to $23B Post-Money on a $1B Raise and a 750MW OpenAI Compute Deal
07:15 - ElevenLabs Raises $500M at $11B and Targets a 2x ARR Step-Up
07:59 - Clay’s New Employee Tender - $5B Tender After ARR Hits $100M
08:52 - Lotus Health Raises $35M to Build a Free AI Primary-Care Practice Across All 50 States
09:46 - Goodfire Raises $150M at $1.25B to Make Black-Box Models Debuggable
10:42 - Accrual Raises $75M to Deliver AI to Slower-Adopting Industries/Sectors
11:28 - Fundamental Emerges With $255M and a $1.2B Valuation to Own Structured Data AI
12:33 - OpenAI Launches Standalone Coding App
13:29 - OpenAI Frontier Pitches the Enterprise Agent Control Plane as B2B Revenue Targets 50% of Total Rev

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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 Fleet Rollout Begins Mid-Year
05:19 - Richard Socher’s Recursive Talks $4B Valuation and Big Compute Spend
06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A
07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger
08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat
08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%
09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B
10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers
11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 2028
13:02 - Moonshot’s Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B
13:53 - OpenAI Preps for Q4 2026 IPO
14:32 - OpenAI’s $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B
15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week
16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten
17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B
18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+
19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred

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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+ New Funding $7.6B Valuation 2M+ Deliveries
07:34 - Hatch Yelp Acquisition $300M Deal 12x ARR
08:26 - Brex Capital One Acquisition $5.15B Deal $13B Deposits
09:30 - DayOne Data Centers IPO Target Up to $20B
10:14 - World Labs Funding Talks at $5B Potential $500M Balance Sheet Add
11:08 - TikTok US New Entity 50% New Investors 200M US Users
12:42 - Inferact $150M Seed $800M Valuation vLLM Commercialization
13:16 - RadixArk $400M Valuation SGLang Commercial Push
14:07 - Blue Origin TeraWave 6 Tbps 5,408 Satellites Q4 2027 Deployment
15:15 - OpenAI Shopify Checkouts Jan 26 Launch 4% ChatGPT Fee
16:24 - OpenAI API Revenue +$1B ARR in One Month $20B+ Total ARR
16:51 - OpenAI Ads Testing Coming Weeks Go Plan Included
17:31 - OpenAI ServiceNow 3-Year Enterprise Integration

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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 Extending Series A to $130M
05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation
05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon
06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B
07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day
07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt
08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk
09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M
10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory
11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model
12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates
12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank
13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps