“Uber announced that it was partnering with a company named Zipline to bring drone delivery to millions of Americans by the end of twenty twenty nine”
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Uber-Zipline drone delivery service operational and serving millions of Americans by December 31, 2029
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.
Rivian will deploy 10,000 autonomous R2 robotaxis in San Francisco and Miami by 2028, with option to expand to 50,000 across 25 cities by 2031
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