Episodes

  • E222: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Crusoe eyes $1b raise at $10b valuation; Anthropic doubles raise to $10b at $170b; Eight Sleep raises $100m at $1.5b; Manus hits $90m ARR in 6 Months; Anduril sponsors O

    E222: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Crusoe eyes $1b raise at $10b valuation; Anthropic doubles raise to $10b at $170b; Eight Sleep raises $100m at $1.5b; Manus hits $90m ARR in 6 Months; Anduril sponsors O
    Aug 22 2025

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    00:00 - Intro
    00:54 - Databricks Targets $100b in New Round
    01:53 - Canva Launches Tender at $42b Valuation
    02:49 - Crusoe Eyes $1b Raise at $10b Valuation
    03:27 - Anthropic Doubles Raise to $10b at $170b
    04:15 - Eight Sleep Raises $100m at $1.5b
    04:47 - Manus Hits $90m ARR in 6 Months
    05:17 - Anduril Sponsors Ohio State Athletics
    06:18 - Stripe / MetaMask Launch mUSD Stablecoin
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    7 mins
  • E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money

    E221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-money
    Aug 19 2025

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    00:00 – OpenAI Tender Eyes $500b Valuation
    06:32 – Cohere Raises at $6b Valuation
    12:11 – n8n Raises at $2.3b Pre-Money

    Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company
    …X - @TheFuscoKid
    …LinkedIn - www.linkedin.com/in/nickfusco

    Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments
    …X - @evvcohen
    …LinkedIn - www.linkedin.com/in/evcohen

    Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
    …X - @clint_sorenson
    …LinkedIn - www.linkedin.com/in/csorensoncfacmt

    Aaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
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    32 mins
  • E220: OpenAI tender eyes $500b valuation; OpenAI offers govt ChatGPT for $1; OpenAI releases open-weight models; OpenAI launches GPT-5 model; Bullish targets $4.23b IPO valuation; n8n raises at $2.3b pre-money; Figure Technology files $3.3b IPO; Clay rais

    E220: OpenAI tender eyes $500b valuation; OpenAI offers govt ChatGPT for $1; OpenAI releases open-weight models; OpenAI launches GPT-5 model; Bullish targets $4.23b IPO valuation; n8n raises at $2.3b pre-money; Figure Technology files $3.3b IPO; Clay rais
    Aug 8 2025

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    00:00 - Intro
    00:54 - OpenAI Tender Eyes $500b Valuation
    01:38 - OpenAI Offers Govt ChatGPT for $1
    02:14 - OpenAI Releases Open-Weight Models
    02:57 - OpenAI Launches GPT-5 Model
    03:33 - Bullish Targets $4.23b IPO Valuation
    04:46 - n8n Raises at $2.3b Pre-Money
    05:47 - Figure Technology Files $3.3b IPO
    06:37 - Clay Raises $100m at $3.1b
    07:21 - Groq Hosts OpenAI Open Models
    08:25 - ElevenLabs Launches AI Music Generator
    09:28 - Brex Secures EU Payments License
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    10 mins
  • E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 months

    E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in 8 months
    Aug 5 2025

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    32 mins
  • E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on

    E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in 45 days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on
    Aug 1 2025

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    00:00 - Intro
    00:52 - Figma Surges 250% on NYSE Debut to $56b
    02:10 - Anthropic Triples Valuation to $170b in New Round
    03:01 - Ramp Jumps 40% to $22.5b in 45 Days
    04:23 - iCapital Raises $820m to $7.5b Valuation
    05:28 - BitGo Files IPO at $3.43b Secondary Valuation
    06:05 - Substack Boosts 70% to $1.1b on $100m Raise
    06:51 - Shein Posts $10b Q1 Revenue Amid Valuation Pressure
    08:09 - Klarna Eyes $15b IPO with $11.8b Secondary Valuation
    09:26 - OpenAI Doubles Revenue to $12b Annualized at $326b
    10:58 - Groq Projects $500m 2025 Revenue at $6b Valuation
    12:34 - Lovable Hits $100m ARR in 8 Months
    13:51 - xAI Scales to 1m GPUs for 20,000 ExaFLOPS
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    17 mins
  • E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b

    E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b
    Jul 29 2025

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    CHAPTERS

    00:00 – Anthropic $150b valuation (now $170b!!!)
    15:13 – xAI + Valor for GPUs
    29:55 – Figma IPO valuation set at $15-$16b

    PARTICIPANTS

    Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company
    …X - @TheFuscoKid
    …LinkedIn - www.linkedin.com/in/nickfusco

    Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments
    …X - @evvcohen
    …LinkedIn - www.linkedin.com/in/evcohen

    Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
    …X - @clint_sorenson
    …LinkedIn - www.linkedin.com/in/csorensoncfacmt

    Aaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
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    37 mins
  • E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf

    E216: Anthropic targets $100B valuation; Anthropic launches Claude 4 financial tools; Thinking Machines raises $2B at $12B valuation; OpenEvidence secures $210M at $3.5B valuation; Xtend adds $30M to reach $100M total funding; Cognition acquires Windsurf
    Jul 17 2025

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    00:00 - Intro
    00:53 - Anthropic Targets $100B Valuation
    02:21 - Anthropic Launches Claude 4 Financial Tools
    03:20 - Thinking Machines Raises $2B at $12B Valuation
    04:58 - OpenEvidence Secures $210M at $3.5B Valuation
    07:11 - Xtend Adds $30M to Reach $100M Total Funding
    09:10 - Cognition Acquires Windsurf with $82M ARR
    11:12 - Via Files IPO with $326.6M Projected Revenue
    12:13 - Polymarket Clears Probes After $3.6B Election Bets
    13:00 - xAI Wins $200M DoD Contract at $121.1B Valuation
    14:00 - Scale AI Cuts 14% Staff Post-$870M Revenue
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    15 mins
  • E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?

    E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?
    Jul 15 2025

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    00:00 – Aquihires in AI: A better form of M&A?
    13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech?
    26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?)
    41:39 - Electricity as Commodity: Does anyone have a guy?

    Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company
    …X - @TheFuscoKid
    …LinkedIn - www.linkedin.com/in/nickfusco

    Evan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments
    …X - @evvcohen
    …LinkedIn - www.linkedin.com/in/evcohen

    Clint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
    …X - @clint_sorenson
    …LinkedIn - www.linkedin.com/in/csorensoncfacmt

    Aaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
    …X - @AaronGDillon
    …LinkedIn - www.linkedin.com/in/aarondillonnyc
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    49 mins