E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data

E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income

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REVOLUT- https://www.revolut.com/en-US/- online banking- 40 million customers, adding 1 million new customers a month- Available in 150 countries, #1 finance downloaded app in 17 countries- $2bn of revenue and $350m net income in 2023- $21b secondary market valuation, -36% from last round ($33b) in Jul 2021- 10.5x revenue multiple ... low for a profitable company adding 1m new customers a month?WIZ- https://www.wiz.io/- NYC cloud security firm- $12b post-money after $1b cap raise- a16z, Light...

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E128: OpenAI $3.4b ARR, Mistral’s new $6.2b valuation, Databricks revenue +60% vs 2023, Brex revenue +35% in 2023, Investment case for electricity?!

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/index00:07 | Mistral’s new $6.2b valuation- French AI large language model company- Raised $645m at $6.2b valuation- General Catalyst led; Nvidia, Salesforce, IBM participated-...

Published 06/14/24

This Week in Pre-IPO Stocks

Published 06/14/24

E127: SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes; OpenAI wins Apple Siri deal, +14% on news; Cohere $5b round, how many AI LLM platforms winners?

SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes- Online fashion retailer, manufactures cloths in China- $64b IPO valuation- Net income = $2b 2023, $700m 2022, $1.1b 2021 ; Revenue = $45b 2023 ; 1.4x revenue multiple, very low!- Secondary market activity for Shein is very...

Published 06/11/24