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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

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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

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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

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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
00:06 - SpaceX Tender Offer & IPO Plans
00:43 - SpaceX Revenue Outlook
01:54 - Airwallex $330M Raise
02:54 - Disney $1B OpenAI Investment
03:53 - OpenAI Enterprise Adoption Surge
04:54 - OpenAI GPT-5.2 Launch
05:54 - OpenAI Hires Slack CEO as CRO
06:28 - Meta Acquires Limitless
07:50 - Harvey $160M Round
08:44 - Cohere Enterprise Momentum
09:38 - Overtone AI Dating Launch
10:29 - Boom Supersonic Turbine Pivot
11:38 - Revolut Employee Buyback
12:42 - 1X Technologies EQT Deal
13:42 - Port $100M Series C
14:42 - Harness $240M Series E
15:50 - Anthropic $21B Broadcom Orders
16:48 - World Updates App with New Features

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00:06 - Databricks $134B Primary at 32x 2025E Sales
02:20 - Revolut $75B Tender (+56% vs Aug 2025)
04:30 - Physical Intelligence (Pi) $5B Primary (+>2.5x in <1 Year)
06:32 - Black Forest Labs $3.25B Series B (<2 Years Post-Launch)
07:47 - Wealthfront IPO Targeting $2.05B
09:15 - Moonshot AI Nearing $4B Round
10:58 - X-energy $700M Series D; $1.4B in <1 Year
12:44 - Celestial AI Acquired by Marvell for $5.5B
14:31 - Canva Positioning for IPO In Few Years
15:23 - Sierra $10B Valuation at 100x ARR
17:11 - K2 Space Targeting $3B (+~4x YoY)
18:39 - Anthropic Claude Opus 4.5 Launch
21:00 - Anthropic Bun Acquisition For Claude Code
22:58 - Anthropic IPO Preparation for 2026
24:43 - OpenAI Shopping Research Tool
26:24 - OpenAI Investor SoftBank Implies $756B Valuation
26:59 - OpenAI Forecasts 2030 User & Revenue
29:26 - OpenAI + Thrive Holdings Partnership
30:38 - OpenAI Neptune Acquisition
32:14 - Redwood Materials $6B Valuation; 5% Layoffs
33:19 - xAI Targeting $230B Valuation
34:36 - Fleet Space Lithium “District-Scale” Discovery
36:07 - Runway Gen 4.5 Tops Video Arena
37:35 - Vulcan Elements $620M DoD Contract

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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 - Anthropic Mega-Scale Infra + $350B Valuation Surge
01:44 - xAI $15B Raise at $230B Valuation
02:45 - xAI Saudi Arabia 500MW Data Center
03:57 - xAI Grok 5 to be Released in Q1 2026
04:42 - Databricks $130B+ Valuation in Discussion
05:55 - Ramp Hyper-Growth to $32B Valuation
06:47 - Kraken $800M Raise at $20B Valuation
07:51 - Kalshi $1B Raise at $11B Valuation
08:54 - Faire Employee Tender at $5.2B
09:42 - Apptronik $5B Raise for Humanoid Robots
10:44 - Tenstorrent $800M Raise at $3.2B Valuation
11:45 - Function Health $298M Raise at $2.5B Valuation
12:55 - Suno $250M Series C at $2.45B Valuation
13:51 - Bezos Returns as Co-CEO of Prometheus
14:42 - Thinking Machines to Raise $5B
15:27 - Lambda raised $1.5B + Multibillion Microsoft Deal
16:31 - Blue Origin’s New Glenn 9x4 Super-Heavy Rocket
17:29 - Starlink’s New $40 Plan + 10,000 Satellites
18:15 - Starlink Wins Emirates Airlines Fleet Deal
19:10 - Target to join OpenAI ChatGPT Shopping + Enterprise Rollout
20:01 - Perplexity Comet AI Browser Launch

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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 - Thinking Machines Lab Eyes $50-60B Post-Money Valuation
01:00 - Anysphere (Cursor) $2.3B Raise Triples Valuation to $29.3B
02:14 - Clio (LegalTech) Hits $5B Valuation on $500M Series G
03:00 - Skims Raises $225M at $5B Valuation
04:06 - Scribe’s Workflow Automation Hits $1.3B Valuation
05:24 - WisdomAI Raises $50M Series A
06:20 - Wonderful Raises $100M Series A Only 4 Months Post-Stealth
07:30 - Blue Origin Lands Booster!
08:39 - Anthropic $50B Direct Data Center Build-Out + Europe Expansion
10:45 - OpenAI Chips Act Expansion Push
12:15 - Cerebras Systems Multibillion Guyana Sovereign AI Deal
13:23 - Sweet Security Raises $75M Series B
14:42 - World Labs’ Marble 3D World Model Launches Commercial
15:52 - ElevenLabs Celebrity Voice Deals

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

00:00 - Intro
00:07 - Tether $10B+ Profit Fuels $20B Buyback Ambition
01:05 - Ripple $500M Raise at $40B Valuation Boosts Global Payment Push
01:53 - Decagon Eyes $4-5B Valuation on 100x ARR Multiple
02:38 - Crusoe Tender Implies $13B Valuation (+30%)
03:20 - Google-Wiz $32B Deal (+39%) Clears DOJ
04:09 - Armis $435M Pre-IPO Round at $6.1B (+36%)
04:52 - Harvey Raises $150M at $8B Valuation (+multi-round 2025 surge)
05:34 - OpenAI Revenue Soars … $574.9B Secondary Valuation (+15%)
06:35 - OpenAI 1M Business Customers + 800M Weekly Users
07:25 - OpenAI-AWS $38B Cloud Deal Reshapes Infra Market
07:55 - Lambda + Microsoft Multibillion AI Infra Deal (+90.1%)
08:56 - Gemini Prediction Markets Expand Crypto Derivatives Frontier
09:57 - Perplexity v. Amazon Tests AI Agent Commerce Rules
10:54 - Anthropic $70B revenue + wins Cognizant Deal
12:19 - Epic Games-Google Settlement Redefines App-Store Economics
13:15 - SpaceX Starlink 8M Users >> $446.3B Secondary Valuation (+11.6%)