This Week in Pre-IPO Stocks Podcasts

E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy? 00:03 – Aquihires in AI: A better form of M&A? Aquihires, where large tech companies acquire talent and license technology from startups without fully buying…

Electricity as a Commodity: Does anyone have a guy? | Full 🎥 = youtu.be/ExtDtusly2g Investing in electricity as a commodity, similar to oil or natural gas, remains challenging due to the lack of accessible futures or commodities markets. Purchasing utility or nuclear company…

Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?) | Full 🎥 = youtu.be/ExtDtusly2g Recent large funding rounds highlight momentum in tech and AI, with Revolut raising at a $65 billion valuation up from $45 billion despite secondary trading lower (possibly…

JPMorgan's Data Fees: Innovation Killer in Fintech? | Full 🎥 = youtu.be/ExtDtusly2g JPMorgan is considering charging significant fees to fintech companies like Plaid, MX, and Finicity for accessing customer data from Chase bank accounts, such as verifying account ownership or…

Aquihires in AI: A better form of M&A? | Full 🎥 = youtu.be/ExtDtusly2g Aquihires, where large tech companies acquire talent and license technology from startups without fully buying the entity to circumvent merger regulations, have become prominent in AI, as seen in deals…

Robinhood’s pre-IPO stock tokenization legal and good for investors? | Full 🎥 = youtu.be/iKmLb1bIo9g Robinhood, the online brokerage, announced a limited offering of tokenized access to pre-IPO equities OpenAI and SpaceX for European investors, using SPVs (special purpose…

Figma’s IPO a buy? | Full 🎥 = youtu.be/iKmLb1bIo9g Figma, the SaaS web/app design solutions company, has announced plans to go public, reporting $750 million in 2024 revenue, up 48% year-over-year, and profitability in recent quarters. Although the company hasn't disclosed…

Groq is the private market Nvidia? | Full 🎥 = youtu.be/iKmLb1bIo9g Groq, a semiconductor company focused on AI infrastructure, recently opened its first EU data center in Finland to power its GroqCloud platform, positioning itself as a pure-play AI cloud alternative to…

E213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors? 00:00 – Groq is the private market Nvidia? Groq, a semiconductor company focused on AI infrastructure, recently opened its first EU data center in…

Prediction markets a business with staying power? | Full 🎥 = youtu.be/cRvZWyV3az8 Kalshi and Polymarket are emerging as leading platforms in the prediction market space, allowing users to bet on outcomes of political events, sports, and more. Kalshi has reached a $2 billion…

Wealthfront a buy post-IPO? | Full 🎥 = youtu.be/cRvZWyV3az8 Wealthfront, a digital wealth management platform, confidentially filed for an IPO after growing assets under management (AUM) from $20 billion in 2021 to $80 billion, driven largely by its 401(k) expansion and…

Harvey disrupting the law firm industry, or driving it to new revenue levels? | Full 🎥 = youtu.be/cRvZWyV3az8 Harvey is a legal-tech AI that sits on large language models, sells to law firms and in-house counsel, and just raised $250 million at a $5 billion valuation. Annual…

E211: Harvey disrupting the law firm industry, or driving it to new revenue levels?; Wealthfront a buy post-IPO?; Prediction markets a business with staying power? 00:00 – Harvey disrupting the law firm industry, or driving it to new revenue levels? Harvey is a legal-tech AI…

What is Scale’s secondary valuation post-Meta deal? | Full 🎥 = youtu.be/-RXP35EW1vY Scale AI recently closed a deal at a $29 billion valuation with Meta, but investor concerns are rising following the exit of CEO Alexandr Wang and key developers to Meta (part of the deal),…

Canva secondary deal at $37b valuation | Full 🎥 = youtu.be/-RXP35EW1vY Canva, the online design and marketing platform, is executing a secondary sale at a $37 billion valuation, an uptick from recent secondary market levels (~$31.4B) but still below its 2021 peak of $40B. The…

Cluely records everything you see, say, and hear | Full 🎥 = youtu.be/-RXP35EW1vY Andreessen Horowitz (a16z) led a $15M early-stage investment in Cluely founded by Roy Lee, known for controversially using AI to pass big tech interviews and getting kicked out of Columbia…

OpenAI proposes Microsoft own 33% equity in for-profit transition | Full 🎥 = youtu.be/-RXP35EW1vY OpenAI is under pressure to finalize its transition to a for-profit structure by year-end, with $20 billion in convertible note funding at stake. A key hurdle is renegotiating…

E209: OpenAI proposes Microsoft own 33% equity in for-profit transition; Cluely records everything you see, say, and hear; Canva secondary deal at $37b valuation; What is Scale’s secondary valuation post-Meta deal? 00:39 – OpenAI proposes Microsoft own 33% equity in for-profit…

AI app, Glean, raises at $7.2 b | Full 🎥 = youtu.be/vMPR-_BsCYc Glean, an enterprise AI app, offers companies a centralized AI-powered search and assistant platform that integrates with tools like Google Workspace, Slack, and Salesforce. It enables employees to search across…

Meta buys 49% of Scale AI | Full 🎥 = youtu.be/vMPR-_BsCYc Meta acquired 49% of Scale AI for $14.3 billion, executing a complex deal structure that included a special dividend to investors while allowing them to retain equity. The transaction transferred key talent—including…