E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + more
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E249: TENDERS! Stripe ($159B), Anthropic ($350B), Plaid ($8B); Cerebras files IPO; OpenAI raises $110B; + more
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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
00:51 - Stripe Initiates $159B Tender
01:29 - Stripe Annual Letter Shows Scale and Faster Cohorts
03:16 - Stripe PayPal Optionality Creates a Valuation Spread
04:15 - Plaid Employee Liquidity Up-Round at $8B
05:19 - Saronic Targets Mega-Round at $8.5B
06:18 - Profound Hits $1B at 18-Month Pace
07:35 - Cerebras Reopens IPO Window With $10B Compute Deal
08:29 - Axelera AI Funds Edge Inference Buildout
09:17 - Basis Crosses $1B With Accounting AI Penetration Metrics
10:20 - Anthropic Claude Code Security Turns Reasoning Into AppSec
11:18 - Anthropic Consumer Momentum Accelerates
12:15 - Anthropic Tender Formalizes Late-Stage Liquidity
13:02 - Anthropic Targets Mainframe Modernization With COBOL
13:55 - OpenAI $110B Round at $840B Post-Money Sets New Bar
15:04 - OpenAI Hardware Roadmap Points to 2027 and 2028
16:12 - OpenAI Consultants Push Enterprise Adoption in 2026
17:05 - AMD and Crusoe Use Credit to Accelerate Chip Pull-Through
18:10 - Starlink Drops Prices To Accelerate Growth, Subscribers at 10M
19:37 - Canva Buys Motion and Ad Optimization as Scale Compounds
20:44 - Mistral and Accenture Signal Consultant-Led Distribution