E130: Revolut $40b val, +75% from current 2ndary valuation;

This Week in Pre-IPO Stocks

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

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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 future- Two tenders in the last two years, perhaps one tender a year?- Tender offers = no IPO on the horizon- $76b secondary market valuation, +16% vs its last round in Feb 202401:03 | X as “everything ...

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E132: MStanley OpenAI solution yields 2,800 more financial advisors, SpaceX wins $843m NASA contract, SpaceX tender increases to $210b, Parker/Schmidt save Stability AI

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/index00:06 | MStanley OpenAI solution yields 2,800 more financial advisors- “Debrief” acts as notetaker, summarizer, and 1st draft email composer for client meetings- Powered by...

Published 06/28/24

This Week in Pre-IPO Stocks

Published 06/28/24

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