“if the hyperscalers solve the water thing, that would go a long way towards the average person being more accepting of it, but then the power thing still exists. And so we know that power dispatch is still supply constrained, and so people's power prices are gonna go up until that gets solved over the next five, six, seven years.”
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US electricity prices (measured by EIA average retail price or similar index) increase over the 5-7 year period from 2026-2033
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.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
David Moorhead predicts the next couple of years will have good tailwinds for Baylor's endowment returns.
NVIDIA will acquire Hugging Face for approximately $12.9 billion
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