“they're claiming that they can get to a $100,000,000,000 runway run run rate, which would basically be a $100,000,000,000 annual revenue, by December”
→ Read the source episode
SpaceX's annualized revenue run rate reaches or exceeds $100 billion by end of 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.
Stephen predicts AI will not experience a .com-style boom and bust cycle.
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.