“You can't you can't expect all these companies to have great acquihires, and there's no way in hell that, you know, we're gonna have 60 independent model companies in addition to all the open source and everything.”
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Within 5-7 years, fewer than 60 of the current Neo Labs companies remain as independent operating entities (not acquired or shut down).
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Rory predicts that PayPal's board will ultimately accept Stripe's acquisition offer after initially rejecting it as part of standard negotiation tactics.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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