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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
00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T
01:50 - SpaceX Moves to Wipe Out $17.5B of Debt
02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+
03:20 - Anduril’s $4.3B 2026 Revenue Forecast
04:05 - Together AI New Round at $8.5B Post-Money
05:01 - Decagon Closes Employee Equity at $4.5B
05:57 - Eight Sleep Lands at a $1.5B Valuation
06:44 - Cursor $2B Feb 2026 Revenue Run Rate
07:37 - Cursor Wants Agents Working Without Supervision
08:15 - Stripe Wants to Monetize AI Usage
09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B
09:44 - Arda Is Taking AI to the Factory Floor
10:34 - Epic Forced Google to Cut the Toll
11:30 - OpenAI Revenue at $25B
12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again
13:15 - Kraken Gets Fedwire Access, First For Crypto Firm

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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

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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
00:02 - AG Dillon Funds closing on Mar 31, 2026
00:51 - OpenAI Financials $280B revenue target meets $665B cost wall
03:58 - OpenAI “buys” OpenClaw, Steinberger joins OpenAI
04:42 - OpenAI Series C aims to shatter records at $850B post money
05:41 - OpenAI and Tata bet on India with a 100 MW to 1 GW buildout path
06:29 - Grafana’s $9B round talks ride a $400M ARR wave
07:23 - World Labs lands Autodesk and targets a rumored $5B valuation
08:18 - Temporal wants to be the load bearing layer for agent execution
09:31 - Mesh Optical’s $50M Series A targets the chokepoint inside AI data centers
10:43 - Render’s $1.5B valuation is a bet that AI apps need a new runtime
11:40 - Stash acquired by Grab for $425M
13:06 - Physical Superintelligence pitches a physics breakthrough factory with a 20 person team
14:07 - Figma plugs Claude Code into design and risks losing the workflow
15:00 - Anthropic ships Sonnet 4.6 just 12 days after Opus 4.6
15:26 - Stripe’s Bridge wins OCC trust charter signal as stablecoin scrutiny rises
16:37 - Cohere puts 70 plus languages on device with a 3.35B parameter model
17:53 - ElevenLabs turns agent risk into an insurable product at $12.2B secondary
19:05 - Mistral buys Koyeb and adds 16 engineers to harden its compute stack