E126: OpenAI +14% on Apple Siri deal, Shein $64b IPO on LSE,

This Week in Pre-IPO Stocks

E126: OpenAI +14% on Apple Siri deal, Shein $64b IPO on LSE, SpaceX Starship successful 4th test flight, Databricks buys Tabular for $1b, Cohere new $5b valuation, Carta down to $2b valuation

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Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/index00:07 | Databricks buys Tabular- AI-focused data management company- Tabular = $1b acquisition, 40 employees, founded 2021- Tabular to enhance Databricks AI capabilities- $1.6b in 2023 revenue, +50% vs 2022- $42b secondary market valuation00:57 | Shein to IPO- Online fashion retailer, manufactures cloths in China- $64b IPO valuation- Net income = $2b 2023, $700m 2022, $1.1...

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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