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 - Intro00:47 - SpaceX Eyes the Biggest IPO Ever, $1.75T01:50 - SpaceX Moves to Wipe Out $17.5B of Debt02:23 - Anduril New Primary Round at $60B, Secondary Still Trading at $90B+03:20 - Anduril’s $4.3B 2026 Revenue Forecast04:05 - Together AI New Round at $8.5B Post-Money05:01 - Decagon Closes Employee Equity at $4.5B05:57 - Eight Sleep Lands at a $1.5B Valuation06:44 - Cursor $2B Feb 2026 Revenue Run Rate07:37 - Cursor Wants Agents Working Without Supervision08:15 - Stripe Wants to Monetize AI Usage09:15 - Anthropic Revenue Up 100% In Just Last Few Weeks, $20B09:44 - Arda Is Taking AI to the Factory Floor10:34 - Epic Forced Google to Cut the Toll11:30 - OpenAI Revenue at $25B12:22 - OpenAI New Model GPT-5.4 Pushes the Frontier Again13:15 - Kraken Gets Fedwire Access, First For Crypto Firm
