“there is a good enough chance that the operating business roughly doubles in value over the next five years.”
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CATL's operating business value (measured by enterprise value or operating profit multiples) approximately doubles from August 2026 to August 2031.
Uber will deploy 35,000+ Lucid Gravity SUVs with Neuro autonomous driving in SF Bay Area by late 2026 and Houston by mid-2027
Alex Karp predicts Palantir will grow at a rate equal to or above US commercial business growth (approximately 150% YoY) for the next 18 months.
Kyle Grieve predicts AppLovin's EV/EBITDA multiple will compress from current 19x to approximately 13x as growth decelerates.
Ian Cassell predicts his microcap fund will beat the S&P 500 over the long term.
Kyle Grieve predicts AppLovin will compound revenue at approximately 17% annually over the next five years, decelerating from current 47% guidance.
Uber and Zipline will bring drone delivery to millions of Americans by end of 2029
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