“And by the way, on the last Alex call, because we talked about guidance, for example here, Alex Karp said that he will grow the business at a rate equal or above what The US commercial business is doing for the next eighteen months.”
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Palantir's overall revenue growth rate equals or exceeds US commercial business growth rate (~150% YoY) for 18 months from Karp's statement.
Uber will deploy 35,000+ Lucid Gravity SUVs with Neuro autonomous driving in SF Bay Area by late 2026 and Houston by mid-2027
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
NVIDIA's self-driving software will launch on Uber robotaxis in LA and SF in H1 2027, expanding to 28 cities globally by 2028
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