Send 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
00:15 - OpenClaw Own the Memory File Thesis
02:37 - Anthropic $30B Series G, $380B Valuation
03:35 - Stripe Tender at $140B While Secondary Prints $151B
04:24 - Databricks $5B Equity at $134B and $2B Debt Capacity
05:23 - Harvey Talking $200M at $11B Up 38% From December
06:28 - Runway $315M at $5.3B Up 75% in Under 1 Year
07:37 - Apptronik Series A Reopened to $935M Total
08:32 - Modal Labs Discussed $2.5B Valuation Up 127% vs Recent Series B
09:22 - Gather AI $40M Series B for Warehouse Vision and Drones
10:31 - Simile $100M for AI Digital Twins With Brand Heavy Roster
11:30 - Erebor Bank National Charter and $635M Capital With 12% Requirement
12:45 - MrBeast Beast Industries Buys Fintech Step
13:42 - SpaceX Moon City Under 10 Years and Mars Still on the Roadmap
15:13 - Monaco Launches With $35M Raised for AI and Service Sales Model
16:26 - xAI Reorg Into 4 Areas and Colossus Expands Toward 2GW
17:54 - X Hits $1B ARR From Subscriptions With $3 to $40 Pricing

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 - SpaceX Acquires xAI at a $1.25T Combined Valuation
01:39 - SpaceX Seeks Early Index Inclusion Once Public
02:50 - SpaceX Files for 1M AI Data-Center Satellites
03:37 - Anthropic Lines Up a $350B Employee Tender
04:16 - Anthropic Opus 4.6 Ships With 1,000,000 Tokens and “Agent Teams” for Parallel Work
04:53 - Goldman Uses Anthropic’s Claude for AI Agents
05:49 - Waymo Nears a $16B Round at $110B as Alphabet Writes Most of the Check
06:34 - Cerebras Jumps to $23B Post-Money on a $1B Raise and a 750MW OpenAI Compute Deal
07:15 - ElevenLabs Raises $500M at $11B and Targets a 2x ARR Step-Up
07:59 - Clay’s New Employee Tender - $5B Tender After ARR Hits $100M
08:52 - Lotus Health Raises $35M to Build a Free AI Primary-Care Practice Across All 50 States
09:46 - Goodfire Raises $150M at $1.25B to Make Black-Box Models Debuggable
10:42 - Accrual Raises $75M to Deliver AI to Slower-Adopting Industries/Sectors
11:28 - Fundamental Emerges With $255M and a $1.2B Valuation to Own Structured Data AI
12:33 - OpenAI Launches Standalone Coding App
13:29 - OpenAI Frontier Pitches the Enterprise Agent Control Plane as B2B Revenue Targets 50% of Total Rev

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 - Decagon’s $250M Round Triples Valuation to $4.5B
01:17 - xAI Gets $2B From Tesla After $20B Series E
02:06 - Synthesia Raises $200M at $4B as ARR Targets Hit $200M
03:25 - SpaceX Eyes June 2026 IPO With $50B Raise at $1.5T
03:52 - SpaceX Starship V3 Heads for Mid-March
04:27 - SpaceX Starlink Lands Gulf Air Deal as Fleet Rollout Begins Mid-Year
05:19 - Richard Socher’s Recursive Talks $4B Valuation and Big Compute Spend
06:12 - Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A
07:04 - Automation Anywhere in Talks to Buy C3.AI and Go Public by Merger
08:02 - Harvey Buys Hexus as $8B Secondary Valuation Holds Flat
08:54 - Anduril Plans 5,500-Job Long Beach Buildout as Valuation Jumps 157%
09:49 - Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B
10:54 - Anthropic Wins GOV.UK Pilot to Build AI Assistant for Job Seekers
11:48 - Anthropic Forecasts $18B Sales This Year, $55B Next, But Pushes Profit to 2028
13:02 - Moonshot’s Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B
13:53 - OpenAI Preps for Q4 2026 IPO
14:32 - OpenAI’s $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B
15:17 - OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week
16:28 - Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten
17:47 - Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B
18:56 - US DOE Cuts Nuclear Rulebook by a Third as Startups Raise $1B+
19:51 - Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred