Send us a text

Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A
01:29 - Runpod $120M Run Rate 500K Developers 31 Regions
02:59 - Humans& $480M Seed $4.48B Valuation 3 Months Old
04:03 - Baseten $300M Raise $5B Valuation Nvidia $150M
04:49 - Noveon Magnetics $215M Raise 2,000+ Tons Per Year Target
06:17 - Zipline $600M+ New Funding $7.6B Valuation 2M+ Deliveries
07:34 - Hatch Yelp Acquisition $300M Deal 12x ARR
08:26 - Brex Capital One Acquisition $5.15B Deal $13B Deposits
09:30 - DayOne Data Centers IPO Target Up to $20B
10:14 - World Labs Funding Talks at $5B Potential $500M Balance Sheet Add
11:08 - TikTok US New Entity 50% New Investors 200M US Users
12:42 - Inferact $150M Seed $800M Valuation vLLM Commercialization
13:16 - RadixArk $400M Valuation SGLang Commercial Push
14:07 - Blue Origin TeraWave 6 Tbps 5,408 Satellites Q4 2027 Deployment
15:15 - OpenAI Shopify Checkouts Jan 26 Launch 4% ChatGPT Fee
16:24 - OpenAI API Revenue +$1B ARR in One Month $20B+ Total ARR
16:51 - OpenAI Ads Testing Coming Weeks Go Plan Included
17:31 - OpenAI ServiceNow 3-Year Enterprise Integration

Send us a text

Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:08 - Cerebras Eyes $23B Post-Money as IPO Nears
00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 2028
01:29 - Skild’s $1.4B Series C Prices In $14B+ Robot Brain Ambition
02:24 - Temporal Nears $5B in Talks as ARR Tops $100M
03:00 - Parloa Jumps to $3B Valuation After $350M Series D
04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M
05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation
05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon
06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B
07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day
07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt
08:52 - Anthropic’s Cowork Puts Claude in Your Files With Guardrails and Risk
09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M
10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory
11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model
12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates
12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank
13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps

Send us a text

Invest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com

00:00 - Intro
00:08 - xAI Lands a Massive $20B Round, $230B Valuation
01:22 - xAI Financials Show Hypergrowth Economics With Losses Still Expanding
02:51 - Grok for Business Targets Enterprise Wallet Share With Security and Admin Controls
04:05 - Anthropic Signs Up a $10B Round, $350B Valuation
05:07 - OpenAI Targets a $100B Raise, $830B Valuation
05:51 - OpenAI Pushes Deeper Into Healthcare With ChatGPT Health
06:45 - OpenAI’s New $50B Stock Compensation Program
07:45 - Lambda Lines Up a Pre-IPO Raise, IPO in Next 12 Months
08:43 - Databricks Raises Over $4B, $134B Valuation
09:30 - Figure’s Adcock Launches New AI Lab, Hark, With $100M Personal Capital
10:05 - Lovable Raises $330M, $6.6B Valuation, 267% Step-Up in Five Months
10:58 - OpenEvidence Targets a $12B Valuation on 150M Annualized Ad Revenue and 90 Percent Gross Margins
12:04 - Waymo Explores a $15B Raise With Valuation Talks at $100B
12:48 - Rain Raises $250M at a $1.95B Valuation to Expand Stablecoin Cards Across 150 Countries
13:26 - ServiceNow Buys Armis for $7.75B Cash After a Fresh $6.1B Pre-IPO Mark
14:05 - Cursor Acquires Graphite and Reinforces a $38.5B Secondary Mark
14:56 - Plaud Expands Hardware Line With a $179 NotePin S Ahead of CES 2026
15:51 - Mobileye Buys Mentee Robotics for $900M and Expands the Physical AI Playbook
16:42 - LMArena Reprices to $1.7B and Hits $30M Annualized Consumption in Under Four Months
17:22 - Swap Commerce Raises $100M Six Months After Its $40M Series B
17:51 - Discord Files Confidentially for IPO With Secondaries Pricing at $7B to $8B
18:25 - Commonwealth Fusion Systems Builds a Digital Twin and Targets 19-Magnet Completion This Summer