“be like, you know, if... I mean, let's ask what the... I mean, brutal comment. If the American winners are worth a trillion and the European GDP is roughly 80% of the American GDP, I don't think that implies to be clear 800,000,000,000, but you might get to thirty, forty, 50”
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A leading European AI company reaches $30-50 billion valuation.
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Harry Stebbings predicts ClickHouse will reach $1 billion ARR by February 28, 2028.
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
NVIDIA will acquire Hugging Face for approximately $12.9 billion
An Anthropic employee predicts a 10% chance of human extinction within ten years.
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