E125: Dislocation in the pre-IPO stock secondary markets vs

This Week in Pre-IPO Stocks

E125: Dislocation in the pre-IPO stock secondary markets vs primary markets, AI M&A activity ramping up, AI "sub" asset classes emerging, AI application/implementation layer paramount for AI ecosystem revenue

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AI SHOPS SELLING-Inflection AI sold to Microsoft and Stability AI, Humane looking to sell-Inflection AI sold for $650m; investors get 10% to 50% return on investment-Stability AI last published round in Oct 2022 at $1.0b; $5m Q1 2024 revenue, -$30m Q1 2024 net income, $100m in outstanding payables to cloud computing providers-Humane looking for a $750m to $1b price tag-Winners and losers are starting to shape up in the AI play?-AI "asset classes" ; chips, cloud, data, models, application/impl...

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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