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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

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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

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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 - 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

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

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