# ![@AaronGDillon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::379346614.png) @AaronGDillon VC Funds for RIAs

VC Funds for RIAs posts on X about open ai, ai, anthropic, ipo the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::379346614/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379346614/c:line/m:interactions.svg)

- [--] Week [-----] +11%
- [--] Month [------] +215%
- [--] Months [------] +42%
- [--] Year [-------] -32%

### Mentions: [--] [#](/creator/twitter::379346614/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379346614/c:line/m:posts_active.svg)

- [--] Week [--] +9.10%
- [--] Month [--] +93%
- [--] Months [---] +117%
- [--] Year [---] -14%

### Followers: [-----] [#](/creator/twitter::379346614/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379346614/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +0.52%
- [--] Months [-----] +4.80%
- [--] Year [-----] +18%

### CreatorRank: [---------] [#](/creator/twitter::379346614/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::379346614/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  57.26% [finance](/list/finance)  39.32% [stocks](/list/stocks)  20.51% [vc firms](/list/vc-firms)  #96 [countries](/list/countries)  5.98% [social networks](/list/social-networks)  4.27% [exchanges](/list/exchanges)  3.42% [celebrities](/list/celebrities)  1.71% [currencies](/list/currencies)  0.85% [automotive brands](/list/automotive-brands)  0.85%

**Social topic influence**
[open ai](/topic/open-ai) 23.93%, [ai](/topic/ai) 23.08%, [anthropic](/topic/anthropic) #2131, [ipo](/topic/ipo) #304, [market](/topic/market) 10.26%, [xai](/topic/xai) #1215, [databricks](/topic/databricks) 8.55%, [spacex](/topic/spacex) #2205, [$20b](/topic/$20b) #39, [up to](/topic/up-to) 7.69%

**Top accounts mentioned or mentioned by**
[@anthropicai](/creator/undefined) [@stripe](/creator/undefined) [@spacex](/creator/undefined) [@openai](/creator/undefined) [@clintsorenson](/creator/undefined) [@thefuscokid](/creator/undefined) [@thecompoundnews](/creator/undefined) [@revolutapp](/creator/undefined) [@bytedancetalk](/creator/undefined) [@databricks](/creator/undefined) [@downtown](/creator/undefined) [@michaelbatnick](/creator/undefined) [@canva](/creator/undefined) [@flexport](/creator/undefined) [@neuralink](/creator/undefined) [@deel](/creator/undefined) [@anduriltech](/creator/undefined) [@klarna](/creator/undefined) [@discord](/creator/undefined) [@epicgames](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Klarna Group plc (KLAR)](/topic/klarna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"E247: OpenClaw WHAT; Anthropic $380B primary closed; Stripe $140B tender; Harvey $11B round; + more AG Dillon & Co Pre-IPO Stock Research Feb [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at secondary market valuations secondary market performance pre-IPO news and insights 00:15 - OpenClaw Own the Memory File Thesis Launched Nov [----] as Clawdbot then renamed Moltbot then OpenClaw due to trademark disputes Open source and self hosted and runs locally and plugs into LLMs via API keys and connects to WhatsApp and Telegram and Discord Can access local files and run shell commands and"  
[X Link](https://x.com/AaronGDillon/status/2022419066531488171)  2026-02-13T21:14Z [----] followers, [---] engagements


"Pre-IPO Stock Secondary Market Valuations as of Feb [--] [----] Download full report = http://www.agdillon.com/reports http://www.agdillon.com/reports"  
[X Link](https://x.com/AaronGDillon/status/2022341262242627653)  2026-02-13T16:05Z [----] followers, [---] engagements


"Anthropic $30B Series G $380B Valuation Download full report = Closed a $30B Series G valuing Anthropic at $380B primary Prior Series F $183B implies +$197B and +108% vs last primary round Led by GIC and Coatue with co leads DE Shaw Ventures and Founders Fund and MGX Positioning demand led raise and CFO Krishna Rao says Claude is becoming critical to enterprise workflows and proceeds fund enterprise grade models and products http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2022732701384544668)  2026-02-14T18:00Z [----] followers, [---] engagements


"Harmattan Hits $1.4B a Year After Founding on $200M Series B Download full report = Founded in [----] and now valued at $1.4B after a $200M Series B Round led by Dassault Aviation maker of the Rafale fighter jet Company said the new round comes on top of $42M raised to date Won a multi-million USD NATO-government contract in July and will exhibit at World Defense Show in Riyadh next month http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2013356017166286880)  2026-01-19T21:00Z [----] followers, [---] engagements


"OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M Download full report = Merge raised $252M seed led by Bain Capital with OpenAI as the largest investor Merge did not disclose valuation though separate reporting cited an $850M valuation for an approximately $250M seed Approach is noninvasive and uses molecules and modalities like ultrasound rather than implanted electrodes Company has fewer than [--] employees with plans to hire more http://www.agdillon.com/insights https://twitter.com/i/web/status/2013990414261289088 http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2013990414261289088)  2026-01-21T15:01Z [----] followers, [---] engagements


"ClickHouse $400M Series D $15B Valuation Langfuse M&A Download full report = Open-source columnar database for real-time analytics raised $400M Series D led by Dragoneer with Bessemer GIC Index Khosla Lightspeed T. Rowe Price WCM Valuation $15B about 2.5x vs $6.35B last May ClickHouse Cloud has 3000+ customers with ARR up 250%+ YoY Acquired Langfuse LLM observability platform used by [--] of the Fortune [--] and [--] of the Fortune [---] http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2015077244369019369)  2026-01-24T15:00Z [----] followers, [---] engagements


"TikTok US New Entity 50% New Investors 200M US Users Download full report = TikTok and ByteDance formed a new U.S. entity to transfer parts of U.S. operations and avoid a nationwide ban Managing investors Oracle Silver Lake MGX with a seven-member majority-American board and Oracle in a security oversight role Ownership split new investors 50% existing ByteDance investors 30.1% ByteDance 19.9% Report cited 200M U.S. users per month JD Vance price tag about $14B and prior estimates $35B to $50B http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016209922665459784)  2026-01-27T18:01Z [----] followers, [---] engagements


"Inferact $150M Seed $800M Valuation vLLM Commercialization Download full report = New startup formed by the vLLM open-source team raised $150M seed at an $800M valuation Round co-led by Andreessen Horowitz and Lightspeed vLLM and SGLang incubated in [----] at UC Berkeley in a lab led by Databricks co-founder Ion Stoica CEO Simon Mo cited existing users including Amazons cloud service and the shopping app http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016255137249997122)  2026-01-27T21:00Z [----] followers, [---] engagements


"E245: SpaceX Jun [--] IPO; OpenAI Q426 IPO; Decagon $4.5B Val; Synthesia $4B Val; + more AG Dillon & Co Pre-IPO Stock Research Jan [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at secondary market valuations secondary market performance pre-IPO news and insights 00:07 - Decagons $250M Round Triples Valuation to $4.5B Raised $250M; valuation tripled to $4.5B post-money Led by Coatue and Index; added Chemistry Definition Starwood Added 100+ corporate clients last year including Avis and Deutsche Telekom Product pitch: AI agents that require continuous feedback updates and proactive"  
[X Link](https://x.com/AaronGDillon/status/2017380038350401744)  2026-01-30T23:30Z [----] followers, [---] engagements


"SpaceX Eyes June [----] IPO With $50B Raise at $1.5T Download full report = IPO timing targeted for June [----] Proposed raise: $50B+ at $1.5T valuation Timing cues: June [--] birthday and early-June Mercury Venus Jupiter alignment Proceeds aimed at Starship builds and Mars ambitions http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2017704501055029573)  2026-01-31T21:00Z [----] followers, [---] engagements


"Richard Sochers Recursive Talks $4B Valuation and Big Compute Spend Download full report = Fundraising talks: hundreds of millions of dollars Implied valuation: about $4B pre-money Potential leads: GV and Greycroft; terms still in flux Team: [--] co-founders; hires from Google OpenAI Meta; capital aimed at compute http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018021679222464595)  2026-02-01T18:00Z [----] followers, [---] engagements


"Anthropic Forecasts $18B Sales This Year $55B Next But Pushes Profit to [----] Download full report = Revenue forecast: up to $18B this year and $55B next year Cash flow positive delayed to 2028; burn expected at $11B this year and $11B next year Inference costs: $7B this year and $16B next year +36% and +71% vs earlier forecasts Gross margin forecast: 63% this year 70% next year 77% by 2029; training $100B+ spend [--------] http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018701445550276766)  2026-02-03T15:01Z [----] followers, [---] engagements


"Pre-IPO Stock Market Valuations as of Feb [--] [----] Download full report = http://www.agdillon.com/reports http://www.agdillon.com/reports"  
[X Link](https://x.com/AaronGDillon/status/2019849083427398134)  2026-02-06T19:02Z [----] followers, [---] engagements


"E246: SpaceX acquires xAI now $1.473T in secondary market; Waymo at $116B +14% vs last round; ElevenLabs at $11B $330M ARR; + more AG Dillon & Co Pre-IPO Stock Research Feb [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at secondary market valuations secondary market performance pre-IPO news and insights 00:07 - SpaceX Acquires xAI at a $1.25T Combined Valuation $1.25T combined valuation in an all-stock deal with SpaceX at $1.0T and xAI at $250B Share exchange sets [--] xAI share = [------] SpaceX shares; xAI becomes a wholly-owned subsidiary with operations kept separate SpaceX share"  
[X Link](https://x.com/AaronGDillon/status/2019882352416030788)  2026-02-06T21:14Z [----] followers, [---] engagements


"SpaceX Acquires xAI at a $1.25T Combined Valuation Download full report = $1.25T combined valuation in an all-stock deal with SpaceX at $1.0T and xAI at $250B Share exchange sets [--] xAI share = [------] SpaceX shares; xAI becomes a wholly-owned subsidiary with operations kept separate SpaceX share reference: $526.29 at the merger vs $421 in December secondary up 25% xAI closed a $20B round last month at $250B post-money 0% change vs merger value; SpaceX secondary market valuation cited at $1.473T up +17.9% vs the merger valuation http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020150727759315258)  2026-02-07T15:00Z [----] followers, [---] engagements


"SpaceX Files for 1M AI Data-Center Satellites Download full report = SpaceX filed with the FCC to launch up to [-------] solar-powered satellites designed to function as AI data centers FCC precedent: approved [----] additional Starlink satellites but deferred [-----] others in a prior request Baseline congestion: [-----] satellites already orbit Earth per the European Space Agency The filing frames the constellation as the most efficient AI compute pathway and a step toward Kardashev II-level capability http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020241231503044877)  2026-02-07T21:00Z [----] followers, [---] engagements


"Goldman Uses Anthropics Claude for AI Agents Download full report = Goldman has spent [--] months with embedded Anthropic engineers building autonomous agents per CIO Marco Argenti Focus areas: (1) trade and transaction accounting and (2) client vetting and onboarding Rollout timing: agents expected to launch soon positioned as digital co-workers for process-heavy roles Management stance: CEO David Solomon said in October the firm aims to constrain headcount growth while Goldman says it is premature to tie agents directly to job cuts http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020603688650227921)  2026-02-08T21:00Z [----] followers, [---] engagements


"Waymo Nears a $16B Round at $110B as Alphabet Writes Most of the Check Download full report = Waymo is near finalizing a $16B financing at $110B valuation Capital mix: Alphabet expected to provide 75% of the round; new investors include Dragoneer Sequoia DST Global Existing backers include Andreessen Horowitz and Mubadala Capital Scale metrics: 20M+ trips completed and $350M ARR; valuation rose from $45B in [----] to $110B up 2.4x http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020875653155815827)  2026-02-09T15:01Z [----] followers, [---] engagements


"Cerebras Jumps to $23B Post-Money on a $1B Raise and a 750MW OpenAI Compute Deal Download full report = Cerebras raised $1B at $23B post-money led by Tiger Global with Benchmark Fidelity AMD participating Valuation step-change: $23B vs $8.1B in September up $14.9B or 2.8x Commercial traction: customers include Meta IBM Mistral AI across chips and remote compute services OpenAI agreement: 750MW of computing capacity through [----] described as worth $10B http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020920908123197716)  2026-02-09T18:01Z [----] followers, [---] engagements


"Clays New Employee Tender - $5B Tender After ARR Hits $100M Download full report = Clay said it tripled ARR to $100M in one year New employee sale at $5B valuation up 60% from $3.1B in August Product thesis: AI-powered data orchestration platform aggregating 100+ data sources into a spreadsheet-style workflow Automation layer: Claygent agents run waterfall workflows to verify contacts score leads and generate personalized outbound at scale http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021238308831912287)  2026-02-10T15:02Z [----] followers, [---] engagements


"Lotus Health Raises $35M to Build a Free AI Primary-Care Practice Across All [--] States Download full report = Lotus raised $35M Series A co-led by CRV and Kleiner Perkins bringing total funding to $41M Coverage claims: free primary care 24/7 available in [--] languages structured to operate across all [--] states Safety model: AI-led decisioning with board-certified physicians reviewing outputs including clinicians from Stanford Harvard UCSF Throughput claim: 10x patient capacity vs traditional practices while limiting visits to [--] minutes http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021283377614127161)  2026-02-10T18:01Z [----] followers, [---] engagements


"Pre-IPO Stock Secondary Market Performance as of Feb [--] [----] Download full report = http://www.agdillon.com/reports http://www.agdillon.com/reports"  
[X Link](https://x.com/AaronGDillon/status/2022340052118823423)  2026-02-13T16:00Z [----] followers, [---] engagements


"Ricursive Hits $4B Valuation Two Months After Launch With $300M Series A Download full report = Raised $300M Series A at $4B valuation [--] months after launch Total raised: $335M after a seed led by Sequoia Founded by ex-Google researchers Anna Goldie (CEO) and Azalia Mirhoseini (CTO) AlphaChip used in [--] generations of Google TPU chips https://twitter.com/i/web/status/2018066948005740985 http://www.agdillon.com/insights https://twitter.com/i/web/status/2018066948005740985 http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018066948005740985)  2026-02-01T21:00Z [----] followers, [---] engagements


"Automation Anywhere in Talks to Buy C3AI and Go Public by Merger Download full report = C3AI in talks with Automation Anywhere; buyer would go public via combination C3AI market cap: $1.7B about 10% of its valuation [--] years ago Automation Anywhere: $6.8B (2019) primary valuation; $3.7B private secondary valuation now Process signals: CEO step-down announced in July; bankers engaged in November after takeover interest http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018293534751621304)  2026-02-02T12:00Z [----] followers, [---] engagements


"Anduril Plans 5500-Job Long Beach Buildout as Valuation Jumps 157% Download full report = Long Beach campus targets [----] new jobs not transfers Footprint: 1.18M sq ft across [--] buildings; completion by mid-2027 Operations: HQ in Costa Mesa; major manufacturing in Ohio Valuation: $91.4B secondary +156.8% vs Jul [----] primary https://twitter.com/i/web/status/2018384216539402722 http://www.agdillon.com/insights https://twitter.com/i/web/status/2018384216539402722 http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018384216539402722)  2026-02-02T18:01Z [----] followers, [---] engagements


"Anthropic Brings Slack and Figma Into Claude as Valuation Tops $370B Download full report = Claude adds in-chat apps: Slack Canva Figma Box Clay; Salesforce soon Available to Pro Max Team Enterprise; not for free users Built on MCP (2024); app support added November; OpenAI Apps launched October Valuation: $372B secondary +6.5% vs Nov [----] primary http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018429487654871298)  2026-02-02T21:01Z [----] followers, [---] engagements


"Anthropic Wins Pilot to Build AI Assistant for Job Seekers Download full report = Selected by UK DSIT to build and pilot an AI assistant for Initial focus: employment support for job seekers System: agentic guidance context retention and opt-out controls aligned with UK data law Built on an Feb [----] MOU; Anthropic engineers embedded with Government Digital Service teams http://www.agdillon.com/insights http://GOV.UK http://www.agdillon.com/insights http://GOV.UK"  
[X Link](https://x.com/AaronGDillon/status/2018655953239802037)  2026-02-03T12:00Z [----] followers, [---] engagements


"OpenAI Preps for Q4 [----] IPO Download full report = IPO groundwork for Q4 2026; informal talks with Wall Street banks Finance team buildout includes Ajmere Dale and Cynthia Gaylor for IR CEO Sam Altman plans to delegate more to Fidji Simo Internal push to IPO ahead of rival Anthropic http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018791895053332934)  2026-02-03T21:01Z [----] followers, [---] engagements


"OpenAIs $100B Raise Takes Shape With Amazon at $50B and SoftBank at $30B Download full report = Target raise: up to $100B Proposed split: Amazon $50B SoftBank $30B Nvidia + Microsoft $20B OpenAI estimates $430B+ compute costs [--------] and $70B burn over that period AWS commitment: $38B over [--] years; Amazon check may hinge on expanded cloud and distribution deals http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2019018416988860575)  2026-02-04T12:01Z [----] followers, [---] engagements


"Tether Launches USAT With Anchorage as US Stablecoin Rules Tighten Download full report = Launched USAT via Anchorage Digital Bank NA for the US market Cantor Fitzgerald to manage reserves; also manages $186B USDT reserves Stablecoin market: $308B+ outstanding; USDT 60% market share Compliance context: Genius Act constraints; US access halted in 2018; $41M penalty in [----] https://twitter.com/i/web/status/2019109307820675467 http://www.agdillon.com/insights https://twitter.com/i/web/status/2019109307820675467 http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2019109307820675467)  2026-02-04T18:02Z [----] followers, [---] engagements


"Anthropic Lines Up a $350B Employee Tender Download full report = Anthropic is preparing an employee tender at $350B valuation alongside a funding round targeting $20B raised Tender size will be set by employee participation with proceeds driven by how much eligible current and former staff elect to sell Valuation framing: $350B primary being discussed for the round; $370B secondary cited up +5.9% vs $350B Liquidity is positioned as a retention lever as AI leaders remain private longer and competition for talent intensifies http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020513086701015072)  2026-02-08T15:00Z [----] followers, [---] engagements


"ElevenLabs Raises $500M at $11B and Targets a 2x ARR Step-Up Download full report = ElevenLabs raised $500M Series D led by Sequoia at $11B valuation; a16z and Iconiq participated Funding total reaches $800M after the round Performance metric: $330M ARR last year with a plan to double this year GTM proof points: voice marketplace plus AI music generator and customers including Deutsche Telekom Deliveroo and Ukraines government http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020966160863314175)  2026-02-09T21:00Z [----] followers, [---] engagements


"Goodfire Raises $150M at $1.25B to Make Black-Box Models Debuggable Download full report = Goodfire raised $150M at $1.25B valuation; B Capital led with Menlo and Lightspeed Founded in [----] focused on interpretability and avoiding brute-force retraining when models fail Reported $209M raised to date and customers including Microsoft Mayo Clinic Arc Institute Tech pitch: interpreter models enable targeted brain surgery including a cited discovery of new Alzheimers biomarkers inside a partner model http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021328526243135652)  2026-02-10T21:00Z [----] followers, [---] engagements


"Fundamental Emerges With $255M and a $1.2B Valuation to Own Structured Data AI Download full report = Fundamental launched from stealth with $255M funding at $1.2B valuation Round detail: $225M Series A led by Oak HC/FT Valor Battery Salesforce Ventures with Hetz Ventures participating Product differentiation: Nexus is a deterministic non-transformer large tabular model built for datasets with billions of rows Commercial signal: seven-figure Fortune [---] contracts and an AWS partnership to deploy from existing instances http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021645821561700458)  2026-02-11T18:01Z [----] followers, [---] engagements


"OpenAI Launches Standalone Coding App Download full report = OpenAI launched a standalone Codex app for Apple computers and made it temporarily available to all ChatGPT users on macOS Usage metric: 1M+ developers used Codex in the past month Timeline: launched in April became generally available in October Commercial move: temporary access for free users and Go tier plus doubling rate limits for paid plans; OpenAI is raising $100B at $830B post-money http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021962922163941475)  2026-02-12T15:01Z [----] followers, [---] engagements


"OpenAI Frontier Pitches the Enterprise Agent Control Plane as B2B Revenue Targets 50% of Total Rev Download full report = OpenAI launched Frontier an enterprise platform for building deploying and governing AI agents across internal systems Scale metric: 1M+ business customers; CFO said enterprise is 40% of the business and could reach 50% by year-end Interop angle: supports third-party agents including Google Microsoft Anthropic plus enterprise-built agents Go-to-market: limited initial customers include Uber State Farm Intuit Thermo Fisher with broader availability in coming months and no"  
[X Link](https://x.com/AaronGDillon/status/2022008327144640983)  2026-02-12T18:02Z [----] followers, [---] engagements


"Anthropic Opus [---] Ships With [-------] Tokens and Agent Teams for Parallel Work Download full report = Anthropic released Opus [---] months after Opus [---] launched in November New capability: agent teams that split large tasks across multiple agents running in parallel Context expands to [-------] tokens matching what Anthropic says its Sonnet line offers Claude now integrates directly into PowerPoint as a side panel shifting from export-and-edit workflows http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2020558425025851410)  2026-02-08T18:00Z [----] followers, [---] engagements


"Accrual Raises $75M to Deliver AI to Slower-Adopting Industries/Sectors Download full report = General Catalyst invested $65M into Accrual within $75M total across two rounds bringing it out of stealth Accrual sits inside GCs $1.5B Creation fund aimed at applied AI in slower-adopting sectors like accounting Initial wedge: individual tax returns with expansion plans into business taxes audit and advisory Customer set includes H&R Block Armanino Creative Planning with optional M&A support as a future accelerator http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2021600514648011191)  2026-02-11T15:01Z [----] followers, [---] engagements


"Baseten $300M Raise $5B Valuation Nvidia $150M Download full report = AI inference startup raised $300M at a $5B valuation More than doubled valuation vs $2.15B in September after a $150M round Round co-led by IVP and CapitalG with Nvidia investing $150M Founded [----] has raised $585M to date with customers including Cursor and Notion https://twitter.com/i/web/status/2015439652799275282 http://www.agdillon.com/insights https://twitter.com/i/web/status/2015439652799275282 http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2015439652799275282)  2026-01-25T15:00Z [----] followers, [---] engagements


"Stripe Tender at $140B While Secondary Prints $151B Download full report = Tender offer being arranged at $140B valuation Frequent tenders since [----] provide employee liquidity and reduce IPO urgency Last primary was $6.5B Series I in [----] led by Thrive Capital and no new primary since Reached full year profitability in [----] and secondary market valuation cited at $151B http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2022777981198819775)  2026-02-14T21:00Z [----] followers, [---] engagements


"E84: Revolut 1.5b [----] revenue $20b Adobe+Figma deal off ByteDance $110b [----] revenue Anthropic raise at $18b valuation Stripe revenue up 35% Flexport plans 3x [----] revenue Pre-IPO Stock Market Update Dec [--] [----] 00:09 @RevolutApp 1.5b [----] revenue - 1.5b [----] revenue +76% vs 850m [----] revenue - [------] new users weekly - [--] million total customers globally - $14.9b secondary market valuation -55% from $33b primary round in Jul [----] 01:13 $20b @Adobe + @figma deal off - European/UK regulators suggested significant remedies that were rejected by Adobe - Adobe to pay Figma $1.0b breakup fee -"  
[X Link](https://x.com/anyuser/status/1738330602963718516)  2023-12-22T22:48Z [----] followers, [---] engagements


"Pre-IPO stock current valuations + performance with IPO update as of Jan [--] [----] Week winners: OpenAI +7.68% ByteDance +3.12% Brex +0.90% Cohere +0.85% Stripe +0.74% Week losers: Anthropic -6.91% Databricks -1.88% Discord -1.68% Notion -1.48% Anduril -1.13% Top valuations: ByteDance $193b SpaceX $174b OpenAI $72b Stripe $54b Databricks $46b lead in current valuation* PRE-IPO STOCK IMPLIED VALUATIONS (JAN [--] 2024) [--] $193.1 @BytedanceTalk [--] $174.0 @SpaceX [--] $72.3 @OpenAI [--] $53.9 @stripe [--] $46.4 @databricks [--] $32.1 @AnthropicAI [--] $25.4 @canva [--] $15.8 @Plaid [--] $15.0 @RevolutApp [--] $11.6 @deel 11"  
[X Link](https://x.com/anyuser/status/1743038711216881708)  2024-01-04T22:36Z [----] followers, [----] engagements


"Cartas public blow up Pre-IPO Stock Podcast Jan [--] [----] @clint_sorenson @TheFuscoKid @AaronGDillon - Kerri Saarinen CEO of Linear complained on X about Carta's secondary brokers contacting his shareholders for secondary market stock sales - Saarinen raised concerns about the use of private data from Carta's cap table management for brokerage purposes - These conflicts are not new in financial services but Chinese walls are important - Carta can use cap table data but any product/service would need to benefit their startup clients; e.g. Carta Venture Fund to invest in cap table clients equity"  
[X Link](https://x.com/anyuser/status/1744868161034351093)  2024-01-09T23:46Z [----] followers, [---] engagements


"Customers diversifying AI providers Jan [--] [----] Pre-IPO Stock Update - OpenAI CEO snafu in Nov [----] has led to customers diversifying AI providers - Anthropic Cohere Hugging Face and other stand to be beneficiaries - OpenAI models currently appear to be deemed best in market"  
[X Link](https://x.com/anyuser/status/1745461625166192893)  2024-01-11T15:04Z [----] followers, [---] engagements


"Private stock markets mature in [----] Pre-IPO Stock Podcast Jan [--] [----] @clint_sorenson @TheFuscoKid @AaronGDillon - Companies offering tenders; @databricks @canva @SpaceX @stripe @OpenAI @AnthropicAI - @BytedanceTalk doing a buyback - Private companies are using VCs to raise capital vs investment bankers; buyers pay fees vs the companies paying bankers VCs raise the capital vs the companys CFO/investor relations team - More individual investor participation in the private stock market vs only pension/endowments/foundations"  
[X Link](https://x.com/anyuser/status/1750214136829546594)  2024-01-24T17:49Z [----] followers, [---] engagements


"Personal data has real value in the AI-age Pre-IPO Stock Podcast Jan [--] [----] @clint_sorenson @TheFuscoKid @AaronGDillon - Old model focused on data value for advertising new model on data value for AI model training - Could universal basic income be tied to individual data contributions; does government drive that or corporations drive it - Individuals should own and profit from their data - Should data ownership be added to the US Constitutions Bill of Rights"  
[X Link](https://x.com/anyuser/status/1750214932266676231)  2024-01-24T17:52Z [----] followers, [---] engagements


"AG DILLON & CO PRE-IPO STOCK MARKET UPDATE - JAN [--] [----] Download = In this report. - xAI $6b raise at $20b valuation - Kaspi IPO at $17b - Klarna eyeing IPO at triple digit growth or valuation - Figma -50% after Adobe deals crumbles - and more https://buff.ly/3vRGUoo https://buff.ly/3vRGUoo"  
[X Link](https://x.com/anyuser/status/1751289110268969198)  2024-01-27T17:00Z [----] followers, [---] engagements


"xAI raising $6b at $20 valuation or not Pre-IPO Stock Podcast Jan [--] [----] @clint_sorenson @TheFuscoKid @AaronGDillon - @xai is Elon Musks large language model; X owns 25% of xAI - Media stated xAI was raising $6.0b at a $20b valuation $500m already raised - Musk posted on X that xAI is not raising capital and I have had no conversations with anyone in this regard that seems pretty clear - Musk's infrastructure and data resources at X and Telsa give him a competitive edge - Quality of X data for training AI models may have poor data integrity (i.e. inaccurate facts posted by X users) - xAI"  
[X Link](https://x.com/anyuser/status/1752458927491498185)  2024-01-30T22:29Z [----] followers, [---] engagements


"Thx to Josh Brown (@Downtown) and Michael Batnick (@michaelbatnick) for having me on The Compound's 'What Are Your Thoughts' tonight to talk Reddit IPO. You guys are the best and always have a great time talking shop. My show notes on Reddit below. Enjoy My take on @Reddit's IPO . Its going to have a tough IPO due to its negative net income. If it can drive to solid profit margin and build out its AI data licensing business I can see the stock well above $5.0b market cap. Subscribe to @TheCompoundNews. - YouTube = - Podcast = Reddit highlights. [--] Reddit is not profitable . lost $91m in 2023"  
[X Link](https://x.com/anyuser/status/1762696111024664809)  2024-02-28T04:27Z [----] followers, [----] engagements


"Rubrik IPO $5.7b valuation Pre-IPO Stock Market Update Apr [--] [----] - $5.7b secondary market valuation - [----] business customers - $627m fiscal [----] revenue - 91% of revenue is subscriptions - $354m in net loss - First major unprofitable tech IPO of the year"  
[X Link](https://x.com/anyuser/status/1777305602944889316)  2024-04-08T12:00Z [----] followers, [----] engagements


"Chad Gracia breaks down how late stage VC-backed companies raise capital through their existing cap table investors. SPVs play a major role. Remember the core value of asset management is pooling smaller investor checks to asset an asset class they could not access on their own. Mutual funds started this way [---] years ago. Pension funds are just a large pool of individual investors professionally managed too. No difference in the pre-IPO stock asset class with SPVs. http://www.graciagroup.com Unicorns are always looking for strategic partners to join their cap tables: @BMW @JeffBezos etc. But"  
[X Link](https://x.com/anyuser/status/1777697561932931563)  2024-04-09T13:58Z [----] followers, [---] engagements


"Wiz $12b valuation AG Dillon & Co Pre-IPO Stock Research - NYC cloud security firm - $12b post-money after $1b cap raise - a16z Lightspeed Thrive invested - $350m in [----] annual recurring revenue - 34x revenue multiple (HIGH)"  
[X Link](https://x.com/anyuser/status/1790064618947158164)  2024-05-13T17:00Z [----] followers, [---] engagements


"E130: Revolut $40b val +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments Starlink Mini new Anthropic AI model HeyGen $60m raise AG Dillon & Co Pre-IPO Stock Research Jun [--] [----] Pre-IPO stock valuations = (see pinned post) Pre-IPO stock index fact sheet = 00:06 No IPOs for @stripe - Online payments company - Stripe co-founder John Collison; Stripe will continue to do tenders in the future - Two tenders in the last two years perhaps one tender a year - Tender offers = no IPO on the horizon - $76b secondary market"  
[X Link](https://x.com/anyuser/status/1804204834574471469)  2024-06-21T17:28Z [----] followers, [----] engagements


"The United States is the greatest country in the world. I believe right now is the best moment in our country's history. We drive innovation globally; AI space economy humanoid robotics virtual/augmented reality agricultural tech biotech (GLP-1) defence tech . all made massive recent leaps. Don't let the dysfunction and conlict allow you to miss all of the amazing things happening around us. I believe this is all part of the process of greatness. Its dirty messy and illogical until all of a sudden it works. I'm so proud to be an American. And very thankful for those that came before me. I"  
[X Link](https://x.com/anyuser/status/1808919093132583414)  2024-07-04T17:41Z [----] followers, [----] engagements


".@NStoronsky has built a massive business. With the $40b new round coming he should absolutely get the green light to sell stock. Well deserved in my opinion. There should be no stigma attached to late stage VC backed company CEOs that want to sell stock - even if its a big position. This is all part of the staying private for longer market shift. @RevolutApp Okay for Revolut CEO to sell stock @clint_sorenson @TheFuscoKid @evvcohen @AaronGDillon @RevolutApp https://t.co/iO1qUzWWJB Okay for Revolut CEO to sell stock @clint_sorenson @TheFuscoKid @evvcohen @AaronGDillon @RevolutApp"  
[X Link](https://x.com/anyuser/status/1810783459537006777)  2024-07-09T21:09Z [----] followers, [---] engagements


"Josh Brown and Michael Batnick are the best. Thanks for having me on to talk IPOs and pre-IPOs. These guys pump out incredible content week after week. Subscribe to The Compound on Apple Podcasts or YouTube. @TheCompoundNews @Downtown @michaelbatnick Latest episode of WAYT with @Downtown and @michaelbatnick is out now on YT and podcast platforms Special appearance by @AaronGDillon to talk IPOs💸 https://t.co/4yQtbfzxi0 🎧https://t.co/b8ViTlGv2T https://t.co/gSYOS6CKJ0 Latest episode of WAYT with @Downtown and @michaelbatnick is out now on YT and podcast platforms Special appearance by"  
[X Link](https://x.com/anyuser/status/1818683474011656698)  2024-07-31T16:21Z [----] followers, [---] engagements


"Non-pre-IPO post The @Sonos app is unusable. Their products were awesome but this new app is the worst. Is there a way to roll back to the old app or use a different app with the entire system"  
[X Link](https://x.com/anyuser/status/1824217411966611794)  2024-08-15T22:51Z [----] followers, [---] engagements


"OpenAI to Launch "Operator" AI Agent in January @OpenAI"  
[X Link](https://x.com/anyuser/status/1859341112814493759)  2024-11-20T21:00Z [----] followers, [----] engagements


"Private market tender offerings are the new IPO. Because few understand this they keep calling for a resurgence in IPOs for [----]. Few understand how the pre-IPO secondary market actually works including many participants. With the right partners (agdillon dot com) accessing the pre-IPO stock asset class with institutional rigor is easy. Just make sure to bring the same best practices RIAs use in the public markets to the private markets; multiple price quotes thorough counterparty due diligence diversification across company stage and sector/industry/technology or hire a partner to do it for"  
[X Link](https://x.com/anyuser/status/1874459018674249766)  2025-01-01T14:13Z [----] followers, [---] engagements


"E174: Perplexity AI reaches $9B valuation with rapid growth; Databricks hits $62B valuation after $10B funding round; Chime prepares for [----] IPO with $8.6B valuation; Oura valued at $5.2B after $200M Series D; Vultr raises $333M at $3.5B valuation in first round; OpenAI transitions to public benefit corporation; xAI reaches $69B valuation after $12B total funding; Anduril forms consortium to disrupt $850B defense market AG Dillon & Co Pre-IPO Stock Research Jan [--] [----] NEW FUND ANNOUNCEMENT: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense"  
[X Link](https://x.com/anyuser/status/1875300854023999718)  2025-01-03T21:58Z [----] followers, [----] engagements


"E185: xAI raising $10B at $75B valuation maybe higher; Figure AI raises $1.5B at $39.5B valuation; Anduril doubles valuation to $28B with $2.5B raise; Groq secures $1.5B contract from Saudi Aramco; Klarna plans April IPO at $15B valuation; Safe Superintelligence seeks $20B valuation; Stripe considers share sale at $85B valuation; Eudia secures $105M for legal AI expansion; Plaid plans $300M-$400M share sale; Harvey raises $300M at $3B valuation; Mercury eyes $3B valuation in new round; Databricks partners with SAP valued at $63.6B; Canva expands daily plans valued at $33.9B; OpenAI prepares"  
[X Link](https://x.com/anyuser/status/1891243553466253639)  2025-02-16T21:49Z [----] followers, [----] engagements


"Humanoid robots can now run. EngineAI a Chinese humanoid robotics company released this video today. They make the SE01 and the PM [--]. Brett Adcock of Figure AI has highlighted the only thing keeping humanoid robots from being faster or more agile vs humans is quality of the AI system operating the robot. We believe humanoid robots will be in every home and every workplace in the next several years. Robot professional sports soon Congrats to the EngineAI team. Amazing accomplishment"  
[X Link](https://x.com/anyuser/status/1898803389393256478)  2025-03-09T18:29Z [----] followers, [----] engagements


"E193: CoreWeave prices IPO at $19B valuation; eToro files for US IPO as commissions surge; Crusoe secures $225M to expand AI data centers; OpenAI targets $29.4B in [----] revenue; Databricks and Anthropic strike enterprise AI deal; Flexport misses profit target remains at $8B valuation; Starlink signs distribution deals in India AG Dillon & Co Pre-IPO Stock Research Mar [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at agdillon dot com/subscribe; - Wednesday = secondary market valuations revenue multiples performance index fact sheets - Saturdays = pre-IPO news and insights webinar"  
[X Link](https://x.com/anyuser/status/1905733889966174233)  2025-03-28T21:29Z [----] followers, [----] engagements


"Anthropic Launches Claude Max Valued at $61.5B - New plans: $100 and $200/month with 5x and 20x usage of Claude Pro - Claude [---] Sonnet mimics human reasoning; larger messages early feature access - Exploring education tier and enterprise upsells - Valuation: $61.5B (primary Mar 2025); secondary: $67.7B (+10%)"  
[X Link](https://x.com/anyuser/status/1912597083359490078)  2025-04-16T20:00Z [----] followers, [----] engagements


"Pre-IPO Stock Secondary Market Performance as of May [--] [----] Download full report = http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/anyuser/status/1928559586648248777)  2025-05-30T21:10Z [----] followers, [---] engagements


"Starlink doubles subs to 6M adds 100K in Africa Download full report = http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/anyuser/status/1934702746839433671)  2025-06-16T20:00Z [----] followers, [---] engagements


"E212: Josh Brown Michael Batnick and Aaron Dillon talk 2H [----] IPOs pre-IPO stocks to watch dynamics of the private stock market The Compound is a go to source of financial news and insights for me on a weekly basis. What Are Your Thoughts on Tuesdays Animal Spirits on Wednesdays and The Compound and Friends on Friday. Incredible insights from Josh Michael and Ben Carlson. I highly recommend a Youtube subscribe at . In this discussion The IPO market has reopened with strong momentum marked by blockbuster debuts from companies like CoreWeave and Circle. Circle benefited from perfect timing and"  
[X Link](https://x.com/anyuser/status/1940254750840090829)  2025-07-02T03:42Z [----] followers, [---] engagements


"I love Groq AI-chips focused on inference compute. OpenAI is growing revenue super fast no freemium models in AI LLMs. Lovable is a monster. I hear that product development teams are using it to make decisions faster allowing developers to release faster. E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x revenue growth in [--] months [--] Groq raises $600m at $6b valuation 2025F rev = $500m 2026F rev = $1200m 2027F rev = $1900m new round is over-subscribed $600m is a 10x revenue multiple 10x revenue https://t.co/1vsimV2Ufs E219: Groq valuation projection; OpenAI $12b ARR; Lovable 100x"  
[X Link](https://x.com/anyuser/status/1952890528183238796)  2025-08-06T00:32Z [----] followers, [----] engagements


"Groq Projects $500m [----] Revenue at $6b Valuation Download full report = Forecasts $1.2b [----] (+140%) $1.9b [----] (+58%); cloud profitable [----] ($200m vs $170m) Via partners; $90m [----] revenue to $470m [----] via $1.5b Saudi deal $320m more next two years Oversubscribed $600m round at $6b (12x revenue multiple) Wins customers with AI-model inference speed/price advantages http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/anyuser/status/1953456558924353776)  2025-08-07T14:01Z [----] followers, [----] engagements


"Groq Hosts OpenAI Open Models Download full report = gpt-oss-20B/120B live on inference platform with 128K context code/browser tools Global GroqCloud access; first instant massive-scale open-model deployment Lowers barriers for limited-resource developers Groq currently raising at $6.0b valuation http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/anyuser/status/1955721140560626137)  2025-08-13T20:00Z [----] followers, [---] engagements


"RadixArk $400M Valuation SGLang Commercial Push Download full report = Commercial company behind SGLang valued at about $400M in an Accel-led round with the funding size not confirmed Announced last August with prior angel backing that included Intel CEO Lip-Bu Tan Led by co-founder and CEO Ying Sheng former xAI engineer and former Databricks research scientist Building Miles reinforcement learning framework and started charging for hosting services while most tools remain free http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016527131841331492)  2026-01-28T15:01Z [----] followers, [---] engagements


"Blue Origin TeraWave [--] Tbps [----] Satellites Q4 [----] Deployment Download full report = Announced TeraWave satellite communications network targeting symmetrical speeds up to [--] Tbps Constellation includes [----] satellites total described as [----] LEO and [---] MEO Speeds up to [---] Gbps via LEO Q and V band links and up to [--] Tbps via MEO optical links Deployment begins Q4 [----] with first launches planned for late [----] http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016572473823633530)  2026-01-28T18:01Z [----] followers, [---] engagements


"Synthesia Raises $200M at $4B as ARR Targets Hit $200M Download full report = Raised $200M Series E at $4B valuation On track for $200M ARR this year; crossed $100M ARR in Apr [----] Contracts $100K quadrupled over [--] months; Microsoft signed in late [----] Employee secondary facilitated with Nasdaq at $4B; 500+ staff and [-----] sq ft HQ http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2017659303583174858)  2026-01-31T18:00Z [----] followers, [---] engagements


"Harvey Buys Hexus as $8B Secondary Valuation Holds Flat Download full report = Acquired Hexus a 2-year-old startup; Bangalore office planned for India team integration Hexus raised $1.6M from Pear VC Liquid [--] Ventures and angels Harvey scale: 1000+ clients across [--] countries; majority of top [--] US law firms Valuation: $8.0B secondary flat vs Dec [----] primary http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018339013581545693)  2026-02-02T15:01Z [----] followers, [---] engagements


"Moonshots Kimi K2.5 Upgrades to Omni as Valuation Target Moves Toward $5B Download full report = Released K2.5 with single-prompt text + image + video processing Raised $500M last month at $4.3B post-money New round seeking valuation up to $5B Rival IPOs: Zhipu and MiniMax raised $1B+ in Hong Kong http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2018746648113917955)  2026-02-03T18:01Z [----] followers, [---] engagements


"@ankurnagpal Direct indexing is the future. Don't fight the ocean. 1.00% fee is rich but direct indexing at the right price is much better vs an ETF even at a management fee that is multiples of an ETF. Not sure I categorize direct indexing at a 1.00% fee as a scam . just a bit expensive"  
[X Link](https://x.com/AaronGDillon/status/1628199420947750913)  2023-02-22T01:06Z [----] followers, 28.5K engagements


"Tell this fellow to set up a Delaware perpetual dynasty trust with no distribitions. He can put his real estate in the trust and only allow his descendents to request money from the trust as an investment (e.g. they have to start or buy an existing business). If the descendent blows the money the trust investment committee never gives that descendent another dime. The descendent gets the investment and works their ass off . win or fail they can come back and get investment $s. Promotes work over free trust distributions. This type of structure eliminates the moral hazard of children from"  
[X Link](https://x.com/AaronGDillon/status/1699786487892709850)  2023-09-07T14:07Z [----] followers, [----] engagements


"BLOOMBERG: Goldman-backed Vestwell Raises Funds At $1 Billion Valuation @Vestwell will be the next "Fidelity". They'll build a multi-trillion business on the back of auto-IRA HSA ABLE emergency savings and 401k plans. @AaronSchumm and his team know this space cold and they're bringing [----] tech to a totally outdated space. Congrats to the Vestwell team and I hope your business grows 10x more then you'd ever imagined 10x faster then you ever imagined Link ="  
[X Link](https://x.com/AaronGDillon/status/1737910518893916233)  2023-12-21T18:58Z [----] followers, [---] engagements


"E140: Josh Brown Michael Batnick Aaron Dillon - [----] IPO Outlook and Current State of Pre-IPO Stock Market I had the honor of joining Josh Brown and Michael Batnick on The Compounds What Are Your Thoughts today to talk about the second half of [----] IPO outlook and current dynamics of the pre-IPO stock market. Josh and Michael run Ritholtz Wealth Management a $4.3 billion AUM RIA headquartered in NYC but with offices all across the US. The Compound is their financial markets research and media business. These guys really know their stuff. I highly recommend their wealth management services and"  
[X Link](https://x.com/AaronGDillon/status/1818456008600985730)  2024-07-31T01:17Z [----] followers, [----] engagements


"E167: SpaceX hits $250B valuation amid Starlink expansion; xAI raises $5B valuation doubles to $50B; Databricks targets $61B valuation with new tender offer; ByteDance hits $300B valuation amid employee buybacks; Anthropic secures $4B from Amazon valued at $40B; ServiceTitan files for IPO with $614M revenue; Stripe conducts buyback at $70B valuation; 1Password prepares for IPO at $6.8B valuation AG Dillon & Co Pre-IPO Stock Research Nov [--] [----] NEW FUND ANNOUNCEMENT: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that"  
[X Link](https://x.com/AaronGDillon/status/1860063967952982077)  2024-11-22T20:53Z [----] followers, [----] engagements


"E218: Figma surges 250% on NYSE debut to $56b; Anthropic triples valuation to $170b in new round; Ramp jumps 40% to $22.5b in [--] days; iCapital raises $820m to $7.5b valuation; BitGo files IPO at $3.43b secondary valuation; Substack boosts 70% to $1.1b on $100m raise; Shein posts $10b Q1 revenue amid valuation pressure; Klarna eyes $15b IPO with $11.8b secondary valuation; OpenAI doubles revenue to $12b annualized at $326b; Groq projects $500m [----] revenue at $6b valuation; Lovable hits $100m ARR in [--] months; xAI scales to 1m GPUs for [-----] ExaFLOPS AG Dillon & Co Pre-IPO Stock Research Aug 1"  
[X Link](https://x.com/AaronGDillon/status/1951357201013936257)  2025-08-01T18:59Z [----] followers, [----] engagements


"OpenAI Launches Prism on GPT-5.2 as Science Usage Hits 8.4M Messages a Week Download full report = Launched Prism a free scientific workspace integrated with GPT-5.2 Supports LaTeX and unlimited collaborators per project OpenAI metric: 8.4M advanced science and math messages per week; +47% in [----] Demo: diagram conversion in minutes versus hours manually http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2019063867708473396)  2026-02-04T15:01Z [----] followers, [---] engagements


"@DavidSacks has been saying this since the Ukraine-Russia war started @ianbremmer @EurasiaGroup @Jason"  
[X Link](https://x.com/AaronGDillon/status/1518224832806236161)  2022-04-24T13:46Z [----] followers, [--] engagements


"@HarryStebbings Here are weekly secondaries returns for last week (new prices coming out on Wed/Thu this week). 1/2"  
[X Link](https://x.com/anyuser/status/1602467732850900992)  2022-12-13T00:57Z [----] followers, [--] engagements


"@awilkinson I can help with this. I have relationships with [--] institutional pre-IPO stock brokers. We can get you access here no problem. aaron.dillon at agdillon dot com"  
[X Link](https://x.com/AaronGDillon/status/1683903036848996363)  2023-07-25T18:12Z [----] followers, [----] engagements


"Databricks Finalizes $61B Valuation in Latest Round Download full report = agdillon dot com/insights and agdillon dot com/reports"  
[X Link](https://x.com/AaronGDillon/status/1866166199115035088)  2024-12-09T17:01Z [----] followers, [----] engagements


"Function Health $298M Raise at $2.5B Valuation Download full report = Raised $298M at $2.5B valuation; total funding $350M Completed 50M+ lab tests since 2023; access via [----] Quest sites + [------] MRI centers Medical intelligence LLM integrates labs imaging wearables clinical notes Led by top medical scientists (Sodickson Hyman) with HIPAA-level encryption http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/1993409683197964608)  2025-11-25T20:01Z [----] followers, [---] engagements


"Wealthfront IPO Targeting $2.05B Download full report = Filing S-1 to raise up to $485M at $2.05B valuation (vs $1.4B implied in [----] UBS deal) Selling 34M shares (21M primary 13M secondary); 5M greenshoe available Full Wall Street syndicate led by GS + JPM; BlackRock + Wellington eyed for $150M cornerstone AI-enabled wealth platform spanning portfolio mgmt cash loans and planning for Millennial/Gen Z clients http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/1997410946742956177)  2025-12-06T21:00Z [----] followers, [---] engagements


"Overtone AI Dating Launch Download full report = Hinge founder Justin McLeod launching AI/voice dating service with Match Group pre-seed and substantial ownership Hinge AI features drove 15% higher matches/contacts in Q1 post-launch Hinge tracking to $1B revenue by [----] Tinder reported [--] consecutive quarters of paying-subscriber declines http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2000989683799441627)  2025-12-16T18:01Z [----] followers, [---] engagements


"E242: OpenAI raise at $830b; Anthropic raise at $350b; xAI raise at $230b; Databricks raise at $134b; + more AG Dillon & Co Pre-IPO Stock Research Jan [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at secondary market valuations secondary market performance pre-IPO news and insights 00:08 - xAI Lands a Massive $20B Round $230B Valuation $20B round closed vs $15B prior target up [----] percent Valuation $230B primary percent change vs last primary round not provided Investor stack includes Nvidia Cisco Investments Valor Stepstone Fidelity Qatar Investment Authority MGX Baron Scale metrics"  
[X Link](https://x.com/AaronGDillon/status/2009696061036908659)  2026-01-09T18:37Z [----] followers, [---] engagements


"xAI Lands a Massive $20B Round $230B Valuation Download full report = $20B round closed vs $15B prior target up [----] percent Valuation $230B primary percent change vs last primary round not provided Investor stack includes Nvidia Cisco Investments Valor Stepstone Fidelity Qatar Investment Authority MGX Baron Scale metrics 600M monthly active users across X and Grok 1M H100 GPU equivalents Grok [--] in training http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2009958515025084465)  2026-01-10T12:00Z [----] followers, [---] engagements


"OpenAI Shopify Checkouts Jan [--] Launch 4% ChatGPT Fee Download full report = Shopify enables chatbot checkouts starting Jan. [--] across ChatGPT Google AI Mode and Gemini and Microsoft Copilot Merchants pay OpenAI a 4% fee on ChatGPT checkout sales on top of standard Shopify fees Google and Microsoft chatbot checkouts carry no additional fees for now Shopify cited AI-driven traffic up 7x and AI-attributed orders up 11x since the prior January http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016617458967192011)  2026-01-28T21:00Z [----] followers, [---] engagements


"OpenAI API Revenue +$1B ARR in One Month $20B+ Total ARR Download full report = Sam Altman said OpenAI added more than $1B of ARR in the last month from the API business Separate account said that $1B is about 5% of total ARR Total ARR topped $20B by end of [----] up from $6B in [----] and $2B in [----] Reporting cited about $1.4T in spending commitments over the coming years and testing ads inside ChatGPT http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016889447543882183)  2026-01-29T15:01Z [----] followers, [---] engagements


"OpenAI Ads Testing Coming Weeks Go Plan Included Download full report = OpenAI will begin testing ads within ChatGPT in the coming weeks Plus Pro and Enterprise subscriptions will not include ads Ads will be tested with adult free users in the U.S. and the Go plan in the U.S. will also see ads OpenAI cited more than $1.4T of infrastructure deals in [----] and a $20B annualized revenue run rate target mentioned in November http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016934693057253562)  2026-01-29T18:01Z [----] followers, [---] engagements


"OpenAI ServiceNow 3-Year Enterprise Integration Download full report = OpenAI and ServiceNow signed a three-year deal to integrate OpenAI models into ServiceNow software ServiceNow will build AI voice agents using OpenAI speech-focused models ServiceNow will embed OpenAIs computer-use model to automate IT tasks like restarting a computer ServiceNow revenue increased 22% in the third quarter http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2016979911043420436)  2026-01-29T21:00Z [----] followers, [---] engagements


"Apple Pay and Google Pay. Checkout charge their customers a flat rate of 0.95% of the transaction plus $0.20 for European cards and 2.9% of the transaction plus $0.20 for non-European cards. 5/7"  
[X Link](https://x.com/AaronGDillon/status/1552306254466502657)  2022-07-27T14:53Z [----] followers, [--] engagements


"Insight Partners Dragoneer Investment Group Coatue Management Tiger Global Management Altimeter and DST Global are investors in the business. 6/7"  
[X Link](https://x.com/AaronGDillon/status/1552306255896760320)  2022-07-27T14:53Z [----] followers, [--] engagements


"@HarryStebbings Here is YTD attribution for secondaries. This index is equally weighted as of [--] Jan [----]. Everything is down except @SpaceX. See more details for this index here = https://www.agdillon.com/agdillon_indexes/preipo-sim-index/ https://www.agdillon.com/agdillon_indexes/preipo-sim-index/"  
[X Link](https://x.com/AaronGDillon/status/1602468319160070144)  2022-12-13T00:59Z [----] followers, [--] engagements


"Thx for having me fellas. @Downtown and @michaelbatnick are the best. Full stop Subscribe to WAYT's on YouTube. @TheCompoundNews New episode of WAYT is out now on YT and podcast platforms Special appearance by @AaronGDillon Enjoy🎙👇 📽https://t.co/6XuYzP2xnK 🎧https://t.co/jH61hNkzql https://t.co/Ki2wSlqbLj New episode of WAYT is out now on YT and podcast platforms Special appearance by @AaronGDillon Enjoy🎙👇 📽https://t.co/6XuYzP2xnK 🎧https://t.co/jH61hNkzql https://t.co/Ki2wSlqbLj"  
[X Link](https://x.com/AaronGDillon/status/1762654714179535047)  2024-02-28T01:43Z [----] followers, [----] engagements


"@Go_Mene @CallMeGillette I would check out $BOTZ $IRBO $ROBT $AIQ . that said none of these will give you access to proper AI growth engine in my opinion . thats OpenAI Databricks Hugging Face Anthropic Cohere Scale AI"  
[X Link](https://x.com/AaronGDillon/status/1774957600905293950)  2024-04-02T00:30Z [----] followers, [---] engagements


"Remember that today is the best time to be alive in the history of mankind that we live in the greatest country in the world and our future has never been brighter. Love your family Love your neighbor Love your country Embrace the greatness Be thankful"  
[X Link](https://x.com/AaronGDillon/status/1776749523211100163)  2024-04-06T23:11Z [----] followers, [---] engagements


"Safe Superintelligence Taps Google Cloud for Compute - Using Googles TPU chips for core R&D workloads - Raised $1B; backed by Sequoia a16z DST Global and SV Angel - Remains in stealth with no product or commercial partnerships - Focused solely on developing safe artificial general intelligence https://twitter.com/i/web/status/1911509824614916425 https://twitter.com/i/web/status/1911509824614916425"  
[X Link](https://x.com/AaronGDillon/status/1911509824614916425)  2025-04-13T20:00Z [----] followers, [---] engagements


"Harvey Eyes $5B Primary Valuation Amid Legal AI Surge Download full report = In talks to raise $250M at a $5B primary valuation up from $3B round in early [----] round led by Kleiner Perkins Coatue Sequoia Revenue run rate reached $75M in April [----] up 50% since early [----] New clients include PwC and major in-house legal teams Expanding AI model integrations with Anthropic Google and OpenAI http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/1939685749084897665)  2025-06-30T14:01Z [----] followers, [---] engagements


"Stripe BuyBack at $106.7B Download full report = Stripe in talks for stock buyback at $106.7B 409A valuation Up from [----] low of $50B after $95B post-pandemic peak Sequoia invested $861M in secondary shares at $70B valuation in Sep [----] Secondary market valuation reaches $118.5B +29.5% vs Feb-25 round http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/1973025333591843087)  2025-09-30T14:01Z [----] followers, [---] engagements


"Kalshi Fields $10B+ Valuation Offers Post-$5B Raise Download full report = Secured $300M round at $5B primary valuation co-led by Sequoia and a16z with Paradigm CapitalG Coinbase Ventures weeks ago Approaches $50B annualized trading volume (up from $300M last year) across [---] countries; 200K weekly active wallets 2M monthly contracts Gained US operations via CFTC lawsuit win; presidential election markets drive surge amid rival Polymarket's $8B pre-money from $2B ICE investment Now fielding investor offers at $10B$12B+ valuations reflecting regulated prediction trading demand"  
[X Link](https://x.com/AaronGDillon/status/1982809757296591344)  2025-10-27T14:00Z [----] followers, [---] engagements


"Whatnot $225M Series F at $11.5B Valuation Drives Global GMV Doubling Download full report = Closed $225M Series F co-led by DST Global/CapitalG with Sequoia/A16z (+$126M tender) valuing at $11.5B primary (up from $5B Jan Series E); total funding $968M GMV doubled to $6B in [----] on 8% commissions across 140+ categories; unprofitable but 80+ min average daily engagement as #1 Apple shopping app Expands to [--] countries (UK/France/Australia) eyes Asia by 2026; triples Seattle headcount to 75+ from [---] total in product/engineering/ML/safety US livestream shopping market hits $49B in [----] projected"  
[X Link](https://x.com/AaronGDillon/status/1986086728507982118)  2025-11-05T15:02Z [----] followers, [---] engagements


"WisdomAI Raises $50M Series A Download full report = $50M Series A led by Kleiner Perkins + NVentures (Nvidia VC) six months after $23M Coatue seed Platform runs natural-language queries on dirty/structured/unstructured data with zero hallucinations [--] to [--] enterprise customers in [--] months (Cisco ConocoPhillips Patreon etc.) Agentic layer delivers real-time alerts; leverages Rubrik teams enterprise data DNA http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/1990812624326435232)  2025-11-18T16:01Z [----] followers, [---] engagements


"OpenAI Targets a $100B Raise $830B Valuation Download full report = Raise size up to $100B at $830B post-money primary valuation Dilution expected at [--] percent for existing shareholders Timing targeted by end of the first calendar quarter sovereign wealth funds expected to participate Balance sheet and scale more than $64B cash last valuation $500B secondary revenue run-rate $20B http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2010320908569673835)  2026-01-11T12:00Z [----] followers, [---] engagements


"Rain Raises $250M at a $1.95B Valuation to Expand Stablecoin Cards Across [---] Countries Download full report = $250M raised at $1.95B primary valuation Total funding more than $338M Product footprint Visa-linked stablecoin cards active in [---] countries Expansion roadmap adds ACH in the US and SEPA in Europe plus geographic expansion across Americas Europe Asia Africa http://www.agdillon.com/insights https://twitter.com/i/web/status/2011091223230956029 http://www.agdillon.com/insights http://www.agdillon.com/insights https://twitter.com/i/web/status/2011091223230956029"  
[X Link](https://x.com/AaronGDillon/status/2011091223230956029)  2026-01-13T15:01Z [----] followers, [---] engagements


"Mobileye Buys Mentee Robotics for $900M and Expands the Physical AI Playbook Download full report = Deal value $900M consideration $612M cash plus up to 26.2M shares close expected Q1 [----] Target profile founded [----] raised $50M fewer than [---] employees Market math humanoids in car assembly could reach $5B by [----] robots at [--] percent human efficiency and $150k cost 10-year ROI Mobileye context $24.5B automotive pipeline over eight years up more than [--] percent vs Jan [----] Mentee stays independent at least two years http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2011453822011310339)  2026-01-14T15:02Z [----] followers, [---] engagements


"E244: Brex acquired by Capital One; ClickHouse raise at $15B; Nvidia invests in Baseten; New OpenAI revenue streams AG Dillon & Co Pre-IPO Stock Research Jan [--] [----] Subscribe to AG Dillon Pre-IPO Stock Research at secondary market valuations secondary market performance pre-IPO news and insights 00:07 - ClickHouse $400M Series D $15B Valuation Langfuse M&A Open-source columnar database for real-time analytics raised $400M Series D led by Dragoneer with Bessemer GIC Index Khosla Lightspeed T. Rowe Price WCM Valuation $15B about 2.5x vs $6.35B last May ClickHouse Cloud has 3000+ customers with"  
[X Link](https://x.com/AaronGDillon/status/2014863613220081857)  2026-01-24T00:51Z [----] followers, [---] engagements


"Humans& $480M Seed $4.48B Valuation [--] Months Old Download full report = AI collaboration software positioned as an AI instant messaging layer Raised $480M seed at a $4.48B valuation with Nvidia Jeff Bezos SV Angel GV Emerson Collective Team size about [--] employees with backgrounds including OpenAI Meta Reflection AI2 MIT Founders include ex Anthropic ex xAI Google employee number [--] and Stanford professor Noah Goodman http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2015167847073235016)  2026-01-24T21:00Z [----] followers, [---] engagements


"DayOne Data Centers IPO Target Up to $20B Download full report = Singapore-based data center operator targeting valuation as high as $20B in a planned U.S. IPO with dual listing under consideration Closed a more than $2B Series C earlier this month led by Coatue expected to push valuation to about $10B Raised $1.9B in two funding rounds in [----] with Boyu Hillhouse SoftBank Vision Fund and Ken Griffin backing GDS Holdings sold $385M of DayOne shares in January and said remaining equity interest was valued at more than $2.2B http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2015892691515584801)  2026-01-26T21:00Z [----] followers, [---] engagements


"SpaceX Starship V3 Heads for Mid-March Download full report = Starship V3 test now slated for mid-March V3 built for next-gen Starlink satellites that are heavier and larger First version designed to dock in Earth orbit for lunar and Mars missions Setback: November booster explosion during gas system pressure testing http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2017931062446268806)  2026-02-01T12:00Z [----] followers, [---] engagements


"Redwood Upsizes Series E to $425M as Google Joins and Valuation Clears $6B Download full report = Series E increased from $350M to $425M New investor: Google; follow-on from Capricorn and Goldman Sachs; strategic NVentures Valuation: $6B+ post-money estimate $1B+ above prior valuation Operations: 70%+ pack recovery in North America; 1+ GWh inventory; [--] GWh inbound; [--] GWh deployment target by [----] http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2019154193261461604)  2026-02-04T21:00Z [----] followers, [---] engagements


"Perplexity Signs $750M Microsoft Cloud Deal While Keeping AWS Preferred Download full report = Signed $750M Azure deal over [--] years Keeps AWS as preferred cloud provider; expansions expected in coming weeks Deployment via Microsoft Foundry Built on AWS tooling including Bedrock for Anthropic model access http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights http://www.agdillon.com/insights"  
[X Link](https://x.com/AaronGDillon/status/2019426186003111942)  2026-02-05T15:01Z [----] followers, [---] engagements


"#China has new subsidies on #ElectricCars. China's 1.3b people provide scale to make electric car affordable globally http://t.co/UUrqh7t2oB http://www.ibtimes.co.uk/china-issues-tax-breaks-green-cars-tackle-air-pollution-1463432utm_medium=social http://www.ibtimes.co.uk/china-issues-tax-breaks-green-cars-tackle-air-pollution-1463432utm_medium=social"  
[X Link](https://x.com/AaronGDillon/status/506461948259893248)  2014-09-01T15:21Z [----] followers, [--] engagements

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