E240: xAI $230B valuation, Databricks $134B valuation; Revolut $75B tender; Wealthfront IPO; raises from Physical Intelligence, Black Forest Labs, Moonshot AI, others

Send us Fan MailInvest in pre-IPO stocks with AG Dillon & Co. Contact [email protected] to learn more. Financial advisors only. www.agdillon.com00:06 - Databricks $134B Primary at 32x 2025E Sales02:20 - Revolut $75B Tender (+56% vs Aug 2025)04:30 - Physical Intelligence (Pi) $5B Primary (+>2.5x in <1 Year)06:32 - Black Forest Labs $3.25B Series B (<2 Years Post-Launch)07:47 - Wealthfront IPO Targeting $2.05B09:15 - Moonshot AI Nearing $4B Round10:58 - X-energy $700M Series D; $1.4B in <1 Year12:44 - Celestial AI Acquired by Marvell for $5.5B14:31 - Canva Positioning for IPO In Few Years15:23 - Sierra $10B Valuation at 100x ARR17:11 - K2 Space Targeting $3B (+~4x YoY)18:39 - Anthropic Claude Opus 4.5 Launch21:00 - Anthropic Bun Acquisition For Claude Code22:58 - Anthropic IPO Preparation for 202624:43 - OpenAI Shopping Research Tool26:24 - OpenAI Investor SoftBank Implies $756B Valuation26:59 - OpenAI Forecasts 2030 User & Revenue29:26 - OpenAI + Thrive Holdings Partnership30:38 - OpenAI Neptune Acquisition32:14 - Redwood Materials $6B Valuation; 5% Layoffs33:19 - xAI Targeting $230B Valuation34:36 - Fleet Space Lithium “District-Scale” Discovery36:07 - Runway Gen 4.5 Tops Video Arena37:35 - Vulcan Elements $620M DoD Contract