E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments

This Week in Pre-IPO Stocks

E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments approved in 25 or 50 states; OpenAI cuts data deal with Financial Times; Anthropic launches mobile app

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00:07 | X Payments approved in 25 or 50 states- X Payments functionality; pay a friend, pay a merchant, earn interest, shop, buy content- X = YouTube, WhatsApp, Venmo, Amazon, NYT/CNN, Apple App Store … all in one app- X needs “X Apps” to become everything app like WeChat in China- $12.5b current valuation (Fidelity), -71% from Musk’s Oct 2022 $44b purchase price02:42 | OpenAI cuts data deal with Financial Times- OpenAI to use FT data to train models, users to access FT summaries, quotes, and...

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E131: Photorealistic avatars; Tiktok, HeyGen, ElevenLabs | 2ndary market dislocation; Revolut, ScaleAI, Anduril, Groq, Epic Games | Tender offers good or bad; DPI for VCs, employee liquidity, structured tenders

00:16 - Photorealistic avatars- Full pod at www.youtube.com/@thisweekinpreipostocks- Tiktok avatars for advertising announced- HeyGen round at $500m (built on top of OpenAI/ElevenLabs, $24/month subscription fee, 40,000 customers, $35m ARR in 2023)- Dillon uses ElevenLabs to publish research...

Published 06/25/24

This Week in Pre-IPO Stocks

Published 06/25/24

E130: Revolut $40b val, +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m raise

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/indexPre-IPO stock funds = www.agdillon.com/funds00:06 | No IPOs for Stripe- Online payments company- Stripe co-founder, John Collison; Stripe will continue to do tenders in the...

Published 06/21/24