Episodios

  • E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative m

    E236: Mercor $350M Series C quintuples valuation to $10B amid AI data pivot; OpenAI restructuring to PBC unlocks $40B fundraising at $500B valuation; SoftBank greenlights $22.5B final tranche to OpenAI contingent on PBC shift; OpenAI advances generative m
    Oct 31 2025

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    Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.

    00:00 - Intro
    00:08 - Mercor $350M Series C Quintuples Valuation to $10B Amid AI Data Pivot
    01:47 - OpenAI Restructuring to PBC Unlocks $40B Fundraising at $500B Valuation
    03:14 - SoftBank Greenlights $22.5B Final Tranche to OpenAI Contingent on PBC Shift
    04:06 - OpenAI Advances Generative Music Tool to Rival Suno in $200B Media Market
    05:14 - Poolside $2B Raise at $12B Valuation Backed by Nvidia's $1B Commitment
    05:49 - Bending Spoons $270M Raise at $11B Valuation Funds $1.4B AOL Buy
    06:56 - Whatnot $225M Series F at $11.5B Valuation Drives Global GMV Doubling
    08:08 - Figma $200M+ Weavy Acquisition Boosts AI Media Tools Post-IPO
    09:07 - MiniMax M2 Tops Global Open Models in Sovereign AI Push
    10:00 - 1X NEO Robot Preorders at $20K Target 2026 Deliveries
    11:10 - SpaceX $2B Pentagon Deal Bolsters $11B Starlink Revenue
    12:15 - Canva Debuts Foundational Design Model in Affinity Free Shift
    13:28 - Grammarly Rebrands to Superhuman with 40M DAU AI Suite
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    15 m
  • E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med

    E235: Kalshi fields $10B+ valuation offers post-$5B raise; Crusoe $1.38B raise at $10B+ valuation fuels AI infra expansion; Redwood Materials $350M Series E at $6B valuation boosts battery recycling; OpenEvidence $200M Series C at $6B valuation drives med
    Oct 24 2025

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    00:00 - Intro
    00:07 - Kalshi Fields $10B+ Valuation Offers Post-$5B Raise
    01:12 - Crusoe $1.38B Raise at $10B+ Valuation Fuels AI Infra Expansion
    02:31 - Redwood Materials $350M Series E at $6B Valuation Boosts Battery Recycling
    04:04 - OpenEvidence $200M Series C at $6B Valuation Drives Medical AI Adoption
    05:35 - Cohere $7B Tender Offer Amid $150M ARR Enterprise LLM Growth
    06:40 - Synthesia $4B GV-Led Round Talks Post-Adobe $3B Acquisition Bid
    08:05 - Suno $100M+ Raise at $2B+ Valuation in AI Music Surge
    09:04 - Anduril Acquires AIRS to Bolster Multi-Domain Infrared Sensing
    10:13 - Revolut Mexico Banking Launch Amid $4B Revenue Expansion
    11:18 - X Launches Inactive Handle Marketplace for Premium Monetization
    12:10 - Anthropic Tens of Billions Google TPU Deal Expands Compute Footprint
    13:08 - OpenAI $15B Wisconsin Data Center Partnership with Oracle
    14:17 - OpenAI Acquires Sky AI Mac Interface Team in Consumer Push
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    15 m
  • E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian qu

    E234: Anysphere $1B raise talks at $27B valuation amid AI coding boom; Deel $300M Series E at $17.3B valuation fuels $1.2B ARR growth; Oura $900M Series E doubles valuation to $11B on 5.5M ring sales; Zepto $450M raise hits $7B valuation in $42B Indian qu
    Oct 17 2025

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    00:00 - Intro
    00:08 - Anysphere $1B Raise Talks at $27B Valuation Amid AI Coding Boom
    01:07 - Deel $300M Series E at $17.3B Valuation Fuels $1.2B ARR Growth
    02:31 - Oura $900M Series E Doubles Valuation to $11B on 5.5M Ring Sales
    04:02 - Zepto $450M Raise Hits $7B Valuation in $42B Indian Quick-Commerce Surge
    05:22 - Kalshi $300M Raise at $5B Valuation as Trading Volume Nears $50B Annualized
    06:24 - Plata $250M Series C at $3.1B Valuation Targets 10M Users by 2026
    07:34 - Ripple $1B GTreasury Acquisition Caps $2.45B 2025 Deal Spree
    08:21 - Black Forest $200M-$300M Raise at $3.25B Valuation Fuels FLUX.1 Expansion
    09:27 - Prompt AI Apple Acquihire Targets HomeKit Vision Boost
    10:13 - Thinking Machines Co-Founder Tulloch Departs for Meta Amid Talent Wars
    11:10 - OpenAI Broadcom 10GW Custom AI Chip Partnership at $350B-$500B Cost
    12:17 - OpenAI Walmart Instant Checkout Taps 270M Customers for Agentic Commerce
    13:06 - Revolut UK License Delay Amid $4B Revenue and 65M Customer Expansion
    14:03 - SpaceX Starship V2 Success Targets 2027 Moon Mission, $15.5B Revenue
    15:01 - Anduril EagleEye MR Helmet Secures $159M Army Award in $22B IVAS Pivot
    16:08 - Anthropic IBM Partnership Rolls Claude to 500K Deloitte Users
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    17 m
  • E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stake

    E233: xAI $20B GPU financing structure nears close; Reflection AI raises $2B round builds open-source frontier lab; n8n $180M series C drives 7x valuation jump to $2.5B; Base Power $1B raise targets 200k home batteries by 2027; ICE rakes Polymarket stake
    Oct 10 2025

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    Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.

    00:08 - xAI $20B GPU Financing Structure Nears Close
    01:42 - Reflection AI Raises $2B Round Builds Open-Source Frontier Lab
    02:37 - n8n $180M Series C Drives 7x Valuation Jump to $2.5B
    03:26 - Base Power $1B Raise Targets 200k Home Batteries by 2027
    04:13 - ICE Takes Polymarket Stake as Prediction Volume +700% YTD
    05:01 - Cerebras $1.1B Series G at $8.1B Valuation Ahead of IPO
    05:51 - BVNK Acquired by Coinbase-Mastercard
    06:41 - OpenAI ChatGPT Go Expands to 16 Asian Markets
    07:31 - OpenAI $18B AMD GPU Deal Diversifies Beyond Nvidia
    08:19 - OpenAI Sora 2 Hits 30M Users in Week One
    08:57 - OpenAI Instant Checkout Allows eCommerce in ChatGPT
    09:47 - OpenAI AgentKit Launch Accelerates AI Agent Economy
    10:30 - Google Gemini Enterprise Targets Copilot’s 15M Seats
    11:12 - SpaceX | Starlink Revenue +40%, 120 Launches in 2025
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    12 m
  • E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black Fore

    E232: Wealthfront's robo-advisor IPO sprint: $88B AUM, $194M profits; OpenAI's instant checkout: Etsy surge 16%, taps 700M users; OpenAI H1 2025: $4.3B sales vs $2.5B burn, breakeven by 2026?; Cerebras' $1.1B pre-IPO: $8.1B val, Q2 rev 11x YoY; Black Fore
    Oct 3 2025

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    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 Keeps 50% Profits
    11:04 - Meta's Rivos Acquisition: Cuts GPU Reliance 20-30%, $10B Annual Spend
    12:27 - Anthropic's Claude Sonnet 4.5: 30-Hour Autonomy, $5B ARR Run-Rate
    14:01 - Perplexity's Free Comet Browser: ARR Nears $200M, 50% Query Boost
    15:24 - Stripe Bridge's Stablecoin Open Issuance: $300B Market to $2T by 2028
    16:52 - Thinking Machines' Tinker API: 95% Nondeterminism Fix, $12B Seed Val
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    18 m
  • 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-

    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-
    Sep 26 2025

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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's $6.5B New OpenAI Deal
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    7 m
  • E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks

    E230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocks
    Sep 25 2025

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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 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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    42 m
  • 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

    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
    Sep 19 2025

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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 Testing Starts in 2026
    10:06 - Google's Gemini Chrome Integration
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    12 m