“I'm looking for The US to advance further in the World Cup in four years when it's in Spain and Portugal and Morocco.”
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US national team advances to later rounds in 2030 FIFA World Cup than in 2026 tournament
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)
Anthropic will remain profitable despite rapid growth due to inability to spend down gross margins fast enough.
NVIDIA will acquire Hugging Face for approximately $12.9 billion
David Moorhead predicts the next couple of years will have good tailwinds for Baylor's endowment returns.
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