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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
00:06 - SpaceX Tender Offer & IPO Plans
00:43 - SpaceX Revenue Outlook
01:54 - Airwallex $330M Raise
02:54 - Disney $1B OpenAI Investment
03:53 - OpenAI Enterprise Adoption Surge
04:54 - OpenAI GPT-5.2 Launch
05:54 - OpenAI Hires Slack CEO as CRO
06:28 - Meta Acquires Limitless
07:50 - Harvey $160M Round
08:44 - Cohere Enterprise Momentum
09:38 - Overtone AI Dating Launch
10:29 - Boom Supersonic Turbine Pivot
11:38 - Revolut Employee Buyback
12:42 - 1X Technologies EQT Deal
13:42 - Port $100M Series C
14:42 - Harness $240M Series E
15:50 - Anthropic $21B Broadcom Orders
16:48 - World Updates App with New Features

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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

00:06 - 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

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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
00:08 - Anthropic Mega-Scale Infra + $350B Valuation Surge
01:44 - xAI $15B Raise at $230B Valuation
02:45 - xAI Saudi Arabia 500MW Data Center
03:57 - xAI Grok 5 to be Released in Q1 2026
04:42 - Databricks $130B+ Valuation in Discussion
05:55 - Ramp Hyper-Growth to $32B Valuation
06:47 - Kraken $800M Raise at $20B Valuation
07:51 - Kalshi $1B Raise at $11B Valuation
08:54 - Faire Employee Tender at $5.2B
09:42 - Apptronik $5B Raise for Humanoid Robots
10:44 - Tenstorrent $800M Raise at $3.2B Valuation
11:45 - Function Health $298M Raise at $2.5B Valuation
12:55 - Suno $250M Series C at $2.45B Valuation
13:51 - Bezos Returns as Co-CEO of Prometheus
14:42 - Thinking Machines to Raise $5B
15:27 - Lambda raised $1.5B + Multibillion Microsoft Deal
16:31 - Blue Origin’s New Glenn 9x4 Super-Heavy Rocket
17:29 - Starlink’s New $40 Plan + 10,000 Satellites
18:15 - Starlink Wins Emirates Airlines Fleet Deal
19:10 - Target to join OpenAI ChatGPT Shopping + Enterprise Rollout
20:01 - Perplexity Comet AI Browser Launch