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?
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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 low, high volatility … $80m in bids, $85m in offers (per ApeVue)- MSCI EAFE Index once public? Headquartered in Singapore, manufactures in China, customers in US/Europe (not China)- Great example of how ...
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00:00 - Introduction00:32 - Tesla's Optimus Robot and market projection07:00 - Pre-IPO AI/robotics companies14:36 - Personal and business applications of AI19:01 - AI in legal and compliance32:00 - Personal applications of AI36:01 - Space mining and the future of the space economy
Published 06/19/24
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
Published 06/14/24
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