E125: Dislocation in the pre-IPO stock secondary markets vs primary markets, AI M&A activity ramping up, AI "sub" asset classes emerging, AI application/implementation layer paramount for AI ecosystem revenue

This Week in Pre-IPO Stocks

Konten disediakan oleh AG Dillon & Co and AG Dillon. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh AG Dillon & Co and AG Dillon atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

5M ago 41:16

MP3•Beranda episode

Send us a text

AI SHOPS SELLING
-Inflection AI sold to Microsoft and Stability AI, Humane looking to sell
-Inflection AI sold for $650m; investors get 10% to 50% return on investment
-Stability AI last published round in Oct 2022 at $1.0b; $5m Q1 2024 revenue, -$30m Q1 2024 net income, $100m in outstanding payables to cloud computing providers
-Humane looking for a $750m to $1b price tag
-Winners and losers are starting to shape up in the AI play?
-AI "asset classes" ; chips, cloud, data, models, application/implementation
PRIMARIES LOWER THAN SECONDARIES
-YES! Anduril targeting $12.5 valuation, secondaries at $13.2b
-YES! Groq targeting $3.0b valuation, secondaries at $4.4b (-32%)
-NO! Revolut targeting $33b valuation, secondaries at $21.6b
-NO! Scale AI closed $13.8b valuation, secondaries at $7.4b last week
-Super interesting price activity here in primaries vs secondaries

158 episode

#Trading #Business #AG Dillon & Co