“I think ultimately, it's in both of their interests to put their vehicles on our network. Even if they have their own robotaxi apps or their own 1P apps, even if they work with our competitors on the rideshare side or on the delivery side, I think everyone will work with us because ultimately we have distribution and ultimately they have expensive fixed assets to utilization.”
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Waymo and/or Tesla enter into commercial partnerships with Uber to provide autonomous vehicle services on Uber's platform
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Harry Stebbings predicts ClickHouse will reach $1 billion ARR by February 28, 2028.
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
NVIDIA will acquire Hugging Face for approximately $12.9 billion
An Anthropic employee predicts a 10% chance of human extinction within ten years.
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