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E122: $625m for Reka AI founders/employees in <2yrs, $20b IPO for Klarna!, OpenAI GPT-4o’s multi-modal AI changed the game

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Manage episode 419468023 series 3413695
Innehåll tillhandahållet av AG Dillon & Co and AG Dillon. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av AG Dillon & Co and AG Dillon eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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00:16 | OpenAI GPT-4o’s multi-modal AI changed the game
- GPT-4o release last Monday; capable of handling text, speech, and video (multi-modal)
- Best use cases; real-time translation, tutoring, Mac app
- Mac app is game-changer, Google Workspace with AI is a game-changer
- What will the world look like in 5 years after multi-modal AI?
- $97b secondary market valuation, +13% vs last round (Apr 2024)
15:52 | $20b IPO for Klarna!, is it an AI play?
- $20b IPO could come as early as Q1 2025
- 150m global customers, 40m US customers
- UK based holding company established, sign IPO is coming
- $10b secondary market valuation, +49% vs last round (Jul 2022)
- Investors could make a quick 100% return if entering in the secondary and $20b IPO plays out
- Affirm (close competitor) has 4.9x price to sales ratio, Klarna’s 2023 revenue is $2.17b implying a $10b valuation
- Could an AI valuation multiple be used to value Klarna? Or … is Klarna an AI play?
23:27 | $625m for Reka AI founders/employees in <2yrs, go get that $$$!!!
- Reka AI builds useful multimodal AI models for businesses
- $625m cash for Reka AI founders/employees
- Snowflake rumored to acquire Reka AI for $1.0b
- Reka AI investors; DST Global, Snowflake’s venture arm
- Reka AI founded in 2022, founders/employees still own 62.5% of company (my math) ... 22 people total
- $625m for Reka AI’s founders/employees if Snowflake deal goes through- current raise was $1b so I have to assume the current valuation is $4b+ post-money
- WE ARE ROOTING FOR REKA’S FOUNDERS AND EMPLOYEES! GET THIS DEAL DONE AND MAKE THAT MONEY!

  continue reading

158 episoder

Artwork
iconDela
 
Manage episode 419468023 series 3413695
Innehåll tillhandahållet av AG Dillon & Co and AG Dillon. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av AG Dillon & Co and AG Dillon eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Send us a text

00:16 | OpenAI GPT-4o’s multi-modal AI changed the game
- GPT-4o release last Monday; capable of handling text, speech, and video (multi-modal)
- Best use cases; real-time translation, tutoring, Mac app
- Mac app is game-changer, Google Workspace with AI is a game-changer
- What will the world look like in 5 years after multi-modal AI?
- $97b secondary market valuation, +13% vs last round (Apr 2024)
15:52 | $20b IPO for Klarna!, is it an AI play?
- $20b IPO could come as early as Q1 2025
- 150m global customers, 40m US customers
- UK based holding company established, sign IPO is coming
- $10b secondary market valuation, +49% vs last round (Jul 2022)
- Investors could make a quick 100% return if entering in the secondary and $20b IPO plays out
- Affirm (close competitor) has 4.9x price to sales ratio, Klarna’s 2023 revenue is $2.17b implying a $10b valuation
- Could an AI valuation multiple be used to value Klarna? Or … is Klarna an AI play?
23:27 | $625m for Reka AI founders/employees in <2yrs, go get that $$$!!!
- Reka AI builds useful multimodal AI models for businesses
- $625m cash for Reka AI founders/employees
- Snowflake rumored to acquire Reka AI for $1.0b
- Reka AI investors; DST Global, Snowflake’s venture arm
- Reka AI founded in 2022, founders/employees still own 62.5% of company (my math) ... 22 people total
- $625m for Reka AI’s founders/employees if Snowflake deal goes through- current raise was $1b so I have to assume the current valuation is $4b+ post-money
- WE ARE ROOTING FOR REKA’S FOUNDERS AND EMPLOYEES! GET THIS DEAL DONE AND MAKE THAT MONEY!

  continue reading

158 episoder

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