“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.
Alex Atala predicts China will develop competitive AI chips within approximately six months.
Harry Stebbings predicts that billion-dollar valuations are becoming the new Series A entry point, replacing the previous $50M post-money standard.
Harry Stebbings predicts OpenRouter will make a decision on staying private or selling to Stripe within a couple of weeks.
Alex Atala predicts the AI market will grow 10-15x annually over the next four years.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
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