About this episode
Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:51 - Stripe Initiates $159B Tender01:29 - Stripe Annual Letter Shows Scale and Faster Cohorts03:16 - Stripe PayPal Optionality Creates a Valuation Spread04:15 - Plaid Employee Liquidity Up-Round at $8B05:19 - Saronic Targets Mega-Round at $8.5B06:18 - Profound Hits $1B at 18-Month Pace07:35 - Cerebras Reopens IPO Window With $10B Compute Deal08:29 - Axelera AI Funds Edge Inference Buildout09:17 - Basis Crosses $1B With Accounting AI Penetration Metrics10:20 - Anthropic Claude Code Security Turns Reasoning Into AppSec11:18 - Anthropic Consumer Momentum Accelerates12:15 - Anthropic Tender Formalizes Late-Stage Liquidity13:02 - Anthropic Targets Mainframe Modernization With COBOL13:55 - OpenAI $110B Round at $840B Post-Money Sets New Bar15:04 - OpenAI Hardware Roadmap Points to 2027 and 202816:12 - OpenAI Consultants Push Enterprise Adoption in 202617:05 - AMD and Crusoe Use Credit to Accelerate Chip Pull-Through18:10 - Starlink Drops Prices To Accelerate Growth, Subscribers at 10M19:37 - Canva Buys Motion and Ad Optimization as Scale Compounds20:44 - Mistral and Accenture Signal Consultant-Led Distribution
