Best Axiom Marketing Podcasts (2024)

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141: Unlocking the Secrets of Successful Business Exit Planning (Part 1) 33:13

2h ago33:13

33:13

By Devin Dash and Cameron Earhart

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E137: Stripe’s $70b valuation; Revolut $40b valuation; $267m for Human Interest; Tekion $4b valuation; Starlink approved in South Sudan; OpenAI GPT-4o Mini launched; Anthropic, Menlo launch fund 9:50

1h ago9:50

9:50

Send us a Text Message. Weekly pre-IPO reports… - Valuations, revenue multiples, performance = www.agdillon.com/reports - Market update pdf = www.agdillon.com/update - Index fact sheet = www.agdillon.com/index 00:07 | Stripe’s $70b valuation - Online payments company - Sequoia inter-fund transaction - $27.51/share at $70b valuation, +7.7% vs its la…

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Dr. Floyd Toole: An Oral History 2 - A/B Tests | Bass | Athena | Brains, Rooms, Hearing and Listening 1:19:12

6d ago1:19:12

1:19:12

This week, host Jorden Guth continues his conversation with Dr. Floyd Toole, exploring the origins of the Athena project at Canada’s NRC, the reasons for and details of his move to Harman International, some of the most misunderstood aspects of his research, the origins of his legendary book Sound Reproduction: The Acoustics and Psychoacoustics of …

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E136: Google buying Wiz for $23b, BlackRock buys Preqin for $3.2b, OpenAI defines AGI for the world 44:08

2h ago44:08

44:08

Send us a Text Message. 00:00 - Intro 00:21 - Google buying Wiz for $23b 09:05 - BlackRock buys Preqin for $3.2b 21:07 - OpenAI defines AGI for the worldBy AG Dillon & Co

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E135: 400% increase in SpaceX Starship launches; $270m “investment” fund from Shein; AGI test from OpenAI; Apple, Microsoft off OpenAI board; Axiom Space, Gravitics space station deal; $50m for Athletic ... 10:05

6d ago10:05

10:05

Send us a Text Message. Pre-IPO stock valuations = www.agdillon.com/reports Pre-IPO weekly market update pdf = www.agdillon.com/update Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Axiom Space, Gravitics space station deal - Axiom Space, Gravitics develop space stations - $125m deal to develop new space station - Drive in-space ma…

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E134: Okay for Revolut CEO to sell stock?; Should crypto shops just be broker-dealers/RIAs already?; Do we need "AI apps" for small/mid businesses to adopt AI? 37:40

7d ago37:40

37:40

Send us a Text Message. 00:00 - Intro 03:49 - Okay for Revolut CEO to sell stock? 09:09 - Should crypto shops just be broker-dealers/RIAs already? 25:01 - Do we need "AI apps" for small/mid businesses to adopt AI?By AG Dillon & Co

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E133: Revolut revenue +95% yoy; Apple, Alibaba AI models on Hugging Face; Groq wins Saudi Aramco deal; Apple joins OpenAI board; Klarna wins Adobe deal; Chime acquires Salt Labs; xAI announces new AI models; ... 11:25

12d ago11:25

11:25

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Revolut revenue +95% yoy - UK online bank - $553m 2023 pre-tax revenue vs -$32m 2022 - $2.2b 2023 revenue, +95% vs 2022 ($1.1b) - $638m 2023 interest income vs $106m 2022 - $638m 2023 customer l…

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Dr. Floyd Toole: An Oral History 1 - Two Ears and a Brain | Transistors | Rules and Data 56:55

8d ago56:55

56:55

This week, host Jorden Guth is joined by the loudspeaker legend himself, Dr. Floyd Toole, whose research at Canada’s National Research Council (NRC), followed by his tenure at Harman International, resulted in arguably more improvements to the fidelity of audio we hear at home than anything attributable to any one person. In this first of our two-p…

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E132: MStanley OpenAI solution yields 2,800 more financial advisors, SpaceX wins $843m NASA contract, SpaceX tender increases to $210b, Parker/Schmidt save Stability AI 9:34

19d ago9:34

9:34

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:06 | MStanley OpenAI solution yields 2,800 more financial advisors - “Debrief” acts as notetaker, summarizer, and 1st draft email composer for client meetings - Powered by OpenAI ChatGPT-4 - Estimate…

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140: Navigating Challenges and Embracing Opportunities 49:41

30d ago49:41

49:41

By Host: Joey Brannon | Guest: Jaime Marco

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E131: Photorealistic avatars; Tiktok, HeyGen, ElevenLabs | 2ndary market dislocation; Revolut, ScaleAI, Anduril, Groq, Epic Games | Tender offers good or bad; DPI for VCs, employee liquidity, structured ... 49:27

21d ago49:27

49:27

Send us a Text Message. 00:16 - Photorealistic avatars - Full pod at www.youtube.com/@thisweekinpreipostocks - Tiktok avatars for advertising announced - HeyGen round at $500m (built on top of OpenAI/ElevenLabs, $24/month subscription fee, 40,000 customers, $35m ARR in 2023) - Dillon uses ElevenLabs to publish research video in chinese and Spanish …

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E130: Revolut $40b val, +75% from current 2ndary valuation; Cerebras AI chips IPO; no IPO for Stripe; $100b from SoftBank to AI companies; + X Payments, Starlink Mini, new Anthropic AI model, HeyGen $60m ... 11:45

25d ago11:45

11:45

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index Pre-IPO stock funds = www.agdillon.com/funds 00:06 | No IPOs for Stripe - Online payments company - Stripe co-founder, John Collison; Stripe will continue to do tenders in the future - Two tenders in th…

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Sound Researcher Dr. Sean Olive - Tonmeister | NRC, Harman, and Floyd Toole | Target Curves 52:44

22d ago52:44

52:44

This week, host Jorden Guth is joined by Dr. Sean Olive, senior fellow at Harman International, to discuss his time at NRC with Dr. Floyd Toole, his move from there to Harman, the development of the Harman target curves for headphones and earphones, and his thoughts on the future of immersive audio and more. Sources: Dr. Sean Olive on 35 Years of “…

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E129: !!! Emerging Technology Week !!! Humanoid robots, How are you using AI?, Space mining 45:53

27d ago45:53

45:53

Send us a Text Message. 00:00 - Introduction 00:32 - Tesla's Optimus Robot and market projection 07:00 - Pre-IPO AI/robotics companies 14:36 - Personal and business applications of AI 19:01 - AI in legal and compliance 32:00 - Personal applications of AI 36:01 - Space mining and the future of the space economy…

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E128: OpenAI $3.4b ARR, Mistral’s new $6.2b valuation, Databricks revenue +60% vs 2023, Brex revenue +35% in 2023, Investment case for electricity?! 9:04

1M ago9:04

9:04

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Mistral’s new $6.2b valuation - French AI large language model company - Raised $645m at $6.2b valuation - General Catalyst led; Nvidia, Salesforce, IBM participated - Capital to be used to expa…

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Josh Lee - Keplr, and the future of Interchain Wallets 52:19

1M ago52:19

52:19

In this episode, we chat with Josh Lee, founder of Keplr. We reminisce about the early days of Keplr, and what building a Korean Crypto company is like. We also touch on the origin story behind Osmosis, and what Josh has learned from being a co-founder of both Keplr and Osmosis. Josh also shares lessons from building an infrastructure company in Cr…

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E127: SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes; OpenAI wins Apple Siri deal, +14% on news; Cohere $5b round, how many AI LLM platforms winners? 33:52

1M ago33:52

33:52

Send us a Text Message. SHEIN to IPO at $64b, pre-IPOs future impact on public market indexes - Online fashion retailer, manufactures cloths in China - $64b IPO valuation - Net income = $2b 2023, $700m 2022, $1.1b 2021 ; Revenue = $45b 2023 ; 1.4x revenue multiple, very low! - Secondary market activity for Shein is very low, high volatility … $80m …

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E126: OpenAI +14% on Apple Siri deal, Shein $64b IPO on LSE, SpaceX Starship successful 4th test flight, Databricks buys Tabular for $1b, Cohere new $5b valuation, Carta down to $2b valuation 11:53

1M ago11:53

11:53

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | Databricks buys Tabular - AI-focused data management company - Tabular = $1b acquisition, 40 employees, founded 2021 - Tabular to enhance Databricks AI capabilities - $1.6b in 2023 revenue, +50%…

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Munich High End 2024 Retrospective - About the Show | The Vibe | 2024 Favorites 51:12

1M ago51:12

51:12

This week, host Jorden Guth is joined by SoundStage’s Doug Schneider, Jason Thorpe, and Matt Bonaccio to discuss the biggest audio show in the world, what’s new, what’s different, and what were their favorite sights and sounds this time around. Sources: Coverage of High End 2024 - Munich, Germany: https://soundstageglobal.com/index.php/shows-events…

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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 ... 41:16

1M ago41:16

41:16

Send us a Text Message. 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 provi…

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E124: OpenAI used by 93% of Fortune 500, PwC to sell ChatGPT; Grafana Labs $6b valuation; Klarna $22m Q1 profit; Databricks $1.6b in 2023 revenue; Epic Games $800m in Fortnite in-game economy; xAI $24b ... 19:59

2M ago19:59

19:59

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139: A Vision for Excellence (Part 2 of 2) 27:57

2M ago27:57

27:57

By Host: Devin Dash | Guests: Jesse Curry and Robbie Monday

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E123: Revolut seeks $33b valuation, +53% vs secondary mrkt levels; Scale AI new $13.8b valuation, +97% from last round; Anduril new $12.5b valuation, -5.3% vs secondary mrkt levels; Groq new $3b valuation ... 11:38

2M ago11:38

11:38

Send us a Text Message. 00:08 | Revolut new round - UK online bank - Launching new payment terminal in 2H 2024, expanding Europe availability for product - Raising $500m tender at $33b valuation - 40m customers, +144% from 2021 - $2.2b 2023 revenue, +100% vs 2022 - $21.6b secondary market valuation, - 35% from Jul 2021 round - 9.8x revenue multiple…

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The History of Bryston According to CEO James Tanner - Medical Origin | Expanding Products | To Present Day 57:36

2M ago57:36

57:36

This week, host Jorden Guth is joined by James Tanner, CEO of Bryston Ltd., to discuss the company’s origins in the medical industry, the design of its original amplifiers, how the company has evolved over time, and how he eventually joined forces with Axiom Audio’s Ian Colquhoun. Sources: “Canadian Hi-Fi Trilogy: Axiom Audio, Bryston, and Magnum D…

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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 41:27

2M ago41:27

41:27

Send us a Text Message. 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 mult…

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E121: Figma $12.5b valuation tender; $625m cash for Reka AI founders/employees; Klarna IPO rumored at +100% vs 2ndary mrkt; OpenAI impresses with GPT-4o; Reddit + OpenAI data deal; Anthropic hires new ... 13:08

2M ago13:08

13:08

Send us a Text Message. Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post) Pre-IPO stock index fact sheet = www.agdillon.com/index 00:07 | OpenAI impresses with GPT-4o - Capable of handling text, speech, and video - Refreshed ChatGPT UI and a macOS desktop app - Verbal conversation improvement was the big surprise, in my opinion - …

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138: A Vision for Excellence (Part 1 of 2) 27:57

2M ago27:57

27:57

By Host: Devin Dash | Guests: Jesse Curry and Robbie Monday

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E120: Wiz $12b valuation is a buy; Wayve $1b raise but not data play; Revolut $2b in 2023 revenue, $350m in net income 29:26

2M ago29:26

29:26

Send us a Text Message. REVOLUT - https://www.revolut.com/en-US/ - online banking - 40 million customers, adding 1 million new customers a month - Available in 150 countries, #1 finance downloaded app in 17 countries - $2bn of revenue and $350m net income in 2023 - $21b secondary market valuation, -36% from last round ($33b) in Jul 2021 - 10.5x rev…

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Anand Gomes - Paradex and the Crypto Derivatives Landscape 59:05

2M ago59:05

59:05

In this episode, we chat with Anand Gomes, founder of Paradigm and Paradex, two different crypto derivatives products. We begin with Anand’s journey as a derivatives trader, which led him to build Paradigm, an institutional block trading platform for crypto options. After the FTX crash, Anand was inspired to create a new decentralized exchange – Pa…

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Sound Engineer/Educator Marcela Rada on Immersive Audio - Education | Experimentation | Mix Maxing 49:00

2M ago49:00

49:00

This week, host Jorden Guth is joined by sound engineer, educator, and content developer Marcela Rada to discuss her obsession with sound, her personal history, how she became involved with the recording industry, and what’s different about mixing for immersive formats like Dolby Atmos. Sources: Marcela Rada: https://marcelarada.com/ “Audiophile At…

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E119: Wiz $12b valuation, Wayve raises $1b, Chime fined by CFPB, Titkok sues US govt (obviously), OpenAI cuts another training data deal, FTX customers made whole! 12:27

2M ago12:27

12:27

Send us a Text Message. 00:08 | Wayve raises $1b - UK AI-autonomous driving technology company, licenses AI-tech to car manufactures - Softbank, D1, Nvidia, Microsoft investors - Round valuation was not disclosed - Last published valuation was $1.35b in Jan 2022 Series B 01:49 | Chime fined by CFPB - online checking and savings accounts - fined $3.…

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E118: CoreWeave a buy at $19b, OpenAI data deals a biz moat?, X valuation multiple pop if it becomes the "everything app" 23:52

3M ago23:52

23:52

Send us a Text Message.By AG Dillon & Co

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E117: CoreWeave’s $19b valuation, +171% in 5 months; X Payments approved in 25 or 50 states; OpenAI cuts data deal with Financial Times; Anthropic launches mobile app 9:19

3M ago9:19

9:19

Send us a Text Message. 00:07 | X Payments approved in 25 or 50 states - X Payments functionality; pay a friend, pay a merchant, earn interest, shop, buy content - X = YouTube, WhatsApp, Venmo, Amazon, NYT/CNN, Apple App Store … all in one app - X needs “X Apps” to become everything app like WeChat in China - $12.5b current valuation (Fidelity), -7…

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E116: Tiktok US to have a $152b valuation, xAI raising $6b at $18b valuation, X/Twitter to launch TV app, Flexport wins Shein business, Stripe tech to accept stablecoin payments, Anduril wins another govt ... 10:58

3M ago10:58

10:58

Send us a Text Message. 00:08 | Flexport wins Shein business - Flexport wins Shein US shipping business with deep tech integration - Shein to expand products outside of fashion and manufacturing from India/Latin America - Flexport has $1.5b secondary market valuation, -81% from last primary round in Mar 2022 - Shein has $45b-$55b secondary market v…

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Axiom Audio’s Ian Colquhoun and NRC - Origin | Dr. Floyd Toole | Music Types | Twin Tweeters | Measurements 1:11:36

3M ago1:11:36

1:11:36

This week, host Jorden Guth is joined by Ian Colquhoun, founder of Axiom Audio and now also the owner of Bryston and Magnum Dynalab, to discuss the origins of the company, its connection with the National Research Council, his own relationship with Dr. Floyd Toole, and how the company’s speakers evolved after the legendary NRC research wound down. …

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137: Faith-Driven Leadership: Silver Resorts (Part 2 of 2) 37:48

3M ago37:48

37:48

Angela is a business owner whose story transcends entrepreneurship, weaving faith, family, and transformation into a powerful narrative. After her mother’s passing, Angela faced the daunting task of managing the estate amidst grief, uncertainty, and one banker’s certainty that her relationship with her siblings would not survive the process. Throug…

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E115: Mistral AI up $3b in 4 months, Revolut $25.7b valuation by Schroders, Rippling/Ramp new rounds higher vs secondary valuations 24:57

3M ago24:57

24:57

Send us a Text Message.By AG Dillon & Co

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E114: Rippling raises at $13.4b, Ramp raises at $7.6b, Klarna’s new US credit card, AI clones in Hollywood, Mistral raises at $5b, Anduril autonomous submarine for Australia Navy, Revolut changes bank ... 11:49

3M ago11:49

11:49

Send us a Text Message. 00:09 | Rippling raises at $13.4b - HR tech company, constituent in AG Dillon Pre-IPO Stock 2024 Vintage Index - $870m raise at $13.4b post-money valuation - $200m in capital for company - $670m in secondaries for existing shareholder liquidity - $13.4b valuation is +25% from current secondary market valuation of $10.7b 01:3…

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E113: Stripe $694m tender, Klarna $40m annual expense savings using AI, No diversification without pre-IPO stocks 42:17

3M ago42:17

42:17

Send us a Text Message.By AG Dillon & Co

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Cem Özer - Sovereign Labs, Rollups, and Appchains 55:27

3M ago55:27

55:27

In this episode, we chat with Cem Ozer, founder of Sovereign Labs. We begin with Cem’s personal journey in crypto, and how this experience led him to build Sovereign Labs. We then discuss how developers evaluate the many permutations of rollups and blockchain frameworks available today, and where Sovereign Labs fits into this landscape. We dive int…

1
E112: OpenAI extends $86b tender, ByteDance/TikTok stock buyback!, Humane AI Pin officially launches, Revolut’s India regulatory approval 6:56

3M ago6:56

6:56

Send us a Text Message. 00:08 | ByteDance/TikTok stock buyback! - Expanding Q4 2023 buyback to non-US employees - $171/share for employees, $145/share for former employees - $112b in 2023 annualized revenue (run rate as of YTD Q3 2023) - $285b current secondary market valuation - Meta, about same revenue, at $1.32 trillion market cap 01:09 | OpenAI…

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Dr. Peter Schuck: Room-Correction Pioneer (Part 2) - Anthem Room Correction | FIR and IIR Filters | In-Room Response 42:50

3M ago42:50

42:50

This week, host Jorden Guth continues his conversation with Dr. Peter Schuck, technical director at Paradigm Electronics Inc. The two cover the birth of Anthem Room Correction, the pros and cons of IIR and FIR filters, side quests, diversions, why flat in-room response isn’t actually the goal, and how ARC has evolved in response to market pressures…

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136: Resilience, Entrepreneurship, and Purpose (Part 1 of 2) 41:46

4M ago41:46

41:46

Discover the remarkable journey of Angela Rodocker, owner of Silver Resorts, as she navigates the challenges of second-generation family business ownership and uses her enterprise to make a positive impact. This story showcases resilience, entrepreneurial spirit, and the transformative power of purpose-driven leadership.…

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E111: Musk's xAI $18b valuation; $1b raise for AI "phones" from Ive/Altman; Klarna says BNPL better vs credit cards; Rubrik IPO prospects 27:56

4M ago27:56

27:56

Send us a Text Message.By AG Dillon & Co

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E110: Rubrik IPO, $5.7b valuation; OpenAI 600,000 business users; SpaceX Starship test #4 in early May; Starlink going live in Indonesia; Mexico approves Revolut Bank; Anduril wins US Army mandate; Klarna ... 13:41

4M ago13:41

13:41

Send us a Text Message. 00:10 | Rubrik IPO, $5.7b valuation - $5.7b secondary market valuation - 1,700 business customers - $627m fiscal 2024 revenue - 91% of revenue is subscriptions - $354m in net loss - First major unprofitable tech IPO of the year 01:29 | OpenAI 600,000 business users - Custom model program is driving growth in business users -…

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Jacob Arluck and Andrew Huang - Celestia, Conduit, and the Modular Future 1:06:18

3M ago1:06:18

1:06:18

In this episode, we chat with Jacob Arluck, head of strategy at Celestia Labs, and Andrew Huang, founder of Conduit. We cover a number of topics in the modular blockchain space, starting with the impact of DA solutions on the rollup landscape and the budding partnership between Conduit and Celestia, the leading RaaS and DA solutions in the market r…

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E109: Discord ads!, $600m rev, $5.2b val, 8.7x rev multiple; Shein IPO, $2b profit, $45b rev, $66b val, 1.5x rev multiple; Kraken a buy? 26:09

4M ago26:09

26:09

Send us a Text Message.By AG Dillon & Co

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E108: Scale AI $13 valuation, Cohere $5b valuation, Amazon $4b total into Anthropic, $26b Canva buys Affinity, xAI launches Grok-1.5, +2.65% 2024 Pre-IPO Stock Vintage Index | Pre-IPO Stock Market Update ... 11:40

4M ago11:40

11:40

Send us a Text Message. 00:10 | Cohere $5b valuation - Cohere has LLM and competes with OpenAI ChatGPT - PSP Investments (Canadian pension fund) to co-lead $500m round - 227x revenue multiple! - $22m annualized revenue as of Feb 2024 - $4.3b current secondary market valuation 01:29 | Amazon $4b total into Anthropic - Amazon puts in $2.75b for a $4.…

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Dr. Peter Schuck: Room-Correction Pioneer (Part 1) - Education | NRC | DSP | Athena Project 53:42

4M ago53:42

53:42

This week, host Jorden Guth is joined by Dr. Peter Schuck, technical director at Paradigm Electronics Inc., to discuss his history in hi-fi, how he ended up at the NRC, how his work with Dr. Floyd Toole evolved into the pioneering Athena project, and exactly what sorts of tests he and others constructed and conducted to determine listener preferenc…