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
Send us a text00:00 - Intro00:52 - Figma Surges 250% on NYSE Debut to $56b02:10 - Anthropic Triples Valuation to $170b in New Round03:01 - Ramp Jumps 40% to $22.5b in 45 Days04:23 - iCapital Raises $820m to $7.5b Valuation05:28 - BitGo Files IPO at $3.43b Secondary Valuation06:05 - Substack Boosts 70% to $1.1b on $100m Raise06:51 - Shein Posts $10b Q1 Revenue Amid Valuation Pressure08:09 - Klarna Eyes $15b IPO with $11.8b Secondary Valuation09:26 - OpenAI Doubles Revenue to $12b Annualized at $326b10:58 - Groq Projects $500m 2025 Revenue at $6b Valuation12:34 - Lovable Hits $100m ARR in 8 Months13:51 - xAI Scales to 1m GPUs for 20,000 ExaFLOPS
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E217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16b
Send us a textCHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron 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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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
Send us a text00:00 - Intro00:53 - Anthropic Targets $100B Valuation02:21 - Anthropic Launches Claude 4 Financial Tools03:20 - Thinking Machines Raises $2B at $12B Valuation04:58 - OpenEvidence Secures $210M at $3.5B Valuation07:11 - Xtend Adds $30M to Reach $100M Total Funding09:10 - Cognition Acquires Windsurf with $82M ARR11:12 - Via Files IPO with $326.6M Projected Revenue12:13 - Polymarket Clears Probes After $3.6B Election Bets13:00 - xAI Wins $200M DoD Contract at $121.1B Valuation14:00 - Scale AI Cuts 14% Staff Post-$870M Revenue
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E215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?
Send us a text00:00 – 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/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron 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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E214: SpaceX soars to $400B valuation; Revolut banks on $65B valuation boost; Groq chips in at $6B valuation; Mistral AI storms to $1B+ raise; Harmonic AI tunes up to $875M valuation; xAI unleashes Grok 4 at PhD-level smarts; X's Yaccarino exits after X m
Send us a text00:00 - Intro00:55 - SpaceX Soars to $400B Valuation01:46 - Revolut Banks on $65B Valuation Boost02:37 - Groq Chips In at $6B Valuation03:42 - Mistral AI Storms to $1B+ Raise04:41 - Harmonic AI Tunes Up to $875M Valuation05:36 - xAI Unleashes Grok 4 at PhD-Level Smarts07:32 - X's Yaccarino Exits After X Merger08:19 - Perplexity AI Launces Browser09:37 - OpenAI Browser?, Competes With Chrome10:48 - Shein Threads $50B IPO Hurdles11:51 - Epic Games Levels Up Antitrust Victory12:58 - Hugging Face Robots Out $5.3B Valuation
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