“Rivian with 10,000 autonomous r two robotaxis that are gonna be starting in San Francisco and Miami in 2028. Then they have an option to take that number to 50,000 vehicles across 25 cities by 2031”
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Rivian has deployed minimum 10,000 R2 robotaxis in SF and Miami by 2028; option exercised for 50,000 vehicles across 25 cities by 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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