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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 - Anthropic Crosses $30B ARR as Revenue Triples in Three Months
01:51 - Anthropic Launches $1B PE Consulting Venture to Monetize Enterprise Adoption
02:47 - OpenAI and Anthropic: Massive Capital Burns, Racing to Break Even
04:51 - Firmus Raises $505M for Next-Gen AI Data Centers Across Australia
05:39 - Perplexity Hits $500M ARR as It Shifts from Search to Autonomous Agents
06:14 - Canva Acquires Two AI Startups to Build End-to-End Marketing Platform
07:14 - Stripe Launches Agentic Commerce Suite to Become the Payment Layer of the AI Era
08:12 - Stripe Powers In-Chat Shopping Inside Microsoft Copilot
09:03 - Databricks Lands Tata Power in Enterprise-Wide AI Platform Adoption
09:58 - Revolut Eyes $9B Revenue and 100M Users as IPO Moves Closer
10:50 - Revolut in Talks to Acquire Turkish Neobank FUPS
11:37 - Anduril Tapped to Build Orbital Interceptors for $185B Golden Dome Program
13:02 - Cursor 3 Launches with Parallel Agents and a Proprietary In-House Model
14:20 - Anysphere Targets $50B-$60B Valuation as Cursor ARR Surpasses $2B
15:15 - Neuralink Targets Hearing Restoration as Clinical Enrollment and Valuation Surge
16:37 - Ramp and Visa Deploy AI Agents to Automate $100B+ in Annual Corporate Spend
17:43 - OpenEvidence Embeds AI Directly into Epic EHR at Mount Sinai's 48,000-Person System
18:48 - Harvey Study Exposes "Mobile AI Gap" as Legal Professionals Preview Mobile App

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** For various reasons ... I used HeyGen to create the video and audio file this week. Text-to-video/audio. I don't like the results. If anyone has tips on how to improve this AI output please reach out. I'm keen to learn here. **

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
00:50 - SpaceX Is Targeting the Largest IPO in Stock Market History at $2 Trillion
01:41 - Tether Is One of the Most Profitable Financial Companies Per Employee in the World and Almost Nobody Knows It
02:23 - Supabase Just Doubled Its Valuation to $10 Billion in a Matter of Months
03:03 - 103% Subscription Growth and $1.1B in Bookings: Whoop May Be Done Raising Private Capital
03:49 - Saronic Has a $1.75 Billion Raise, a $392M Navy Contract, and Is Rethinking Warfare at Sea
04:39 - Starcloud Went From Y Combinator to $1.1 Billion Unicorn in Just 17 Months by Putting Data Centers in Orbit
05:39 - Rebellions Raised $650 Million in Six Months and South Korea's AI Chip Contender Is Heading for an IPO
06:30 - Nuclear Power Is Back and Valar Atomics Just Raised $450 Million to Power the AI Industry
07:33 - Medvi Generated $401 Million in Revenue in Its First Year With Two Full-Time Employees
08:25 - Sarvam Is Chasing the Largest Indian AI Fundraise Ever With 22 Languages and 1.4 Billion People
09:16 - OpenAI Is Now the Most Valuable Startup in History After Raising $122 Billion at $852 Billion
10:15 - OpenAI Just Bought TBPN, a $30M Revenue Media Company, and It Is Only Getting Started
10:59 - Anthropic Just Paid $400 Million for an 8-Month-Old Company With Fewer Than 10 People
11:51 - Mistral Just Secured $830 Million From Seven Banks to Build Europe's Own AI Infrastructure
12:51 - ElevenLabs Hit an $11 Billion Valuation and Is Now Taking Aim at Suno and Udio in AI Music

NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).

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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
00:46 - Reflection AI Hits a $25B Price Tag in Nvidia’s Open Model Push
01:42 - Shield AI Lands $1.5B as Valuation Jumps 140%
02:31 - Physical Intelligence Nears $11B Just 4 Months After Its Last Round
03:15 - Harvey Reaches $11B as Legal AI Keeps Scaling
04:02 - Aetherflux Targets $2B as It Pivots to Space Data Centers
04:46 - Granola Reprices to $1.5B as Meeting Notes Become Workflow Software
05:37 - Anthropic Pushes Claude Further Into Computer Use
06:35 - Anthropic Eyes a $60B+ IPO as Soon as Q4
07:31 - Anthropic and Google Line Up a 500 MW Texas Data Center
08:11 - Anthropic Mythos Emerges in a Leak of 3,000 Assets
09:06 - OpenAI Pushes Its Fundraise Past $120B
09:55 - OpenAI Ads Cross $100M ARR in Under 2 Months
10:35 - Databricks Uses Its $5B Raise to Expand Security and M&A
11:29 - Crusoe Signs a 12 GWh Battery Deal for AI Infrastructure
12:18 - Sierra Rebuilds the Customer Service Stack Around Agents
13:11 - Figure AI Brings a Humanoid Robot to the White House
14:03 - Cohere Launches a 2B-Parameter Voice Model for Enterprise AI