E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
-
Narrated by:
-
By:
About this listen
Send us a text
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