“I think that they're like like Andrew said, the it's not I don't I I agree with you. This is not just a bubble. It's here to stay. I don't think it'll it'll be like the .com boom and bust at all”
→ Read the source episode
AI industry experiences a major contraction (>50% decline in investment, revenue, or market cap) similar to the dot-com bust, or does not experience such a contraction.
SpaceX will achieve $100 billion annual revenue run rate by December 2026
Andrew predicts NVIDIA's next-generation Vera Rubin GPU will reduce AI token generation costs by 10x.
Jared Dillian predicts his book will sell one million copies.
Elon Musk's 6.4 billion SpaceX shares will become eligible for sale on June 12, 2027 (one-year founder lockup anniversary)
OpenAI or Anthropic will IPO early next year (2027)
Stephen predicts that video game hard copies will be completely phased out in favor of digital distribution within two years.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.