“think I have to go with David. Wow. Why? Because I think Nick's challenge right now might be that he is so distributed”
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Nubank achieves greater US market share, customer base, or valuation than Revolut by 2030.
Anthropic, Entropic, and SpaceX will all go public in their next funding round.
Arvind Jain predicts sourcer roles in recruiting will be consumed into full-cycle recruiting roles.
Elena predicts that LLM costs will decline significantly, allowing providers to maintain or lower prices while improving margins.
Public SaaS companies will show declining performance throughout 2026.
Aran Zindman predicts Monday headcount will not grow substantially from 3,000 by 2030
Aran Zindman predicts Monday will become primarily an agent-building platform
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