“I think the companies that do will quickly gain market share against those that don't. Right? And that's why I think we live in very interesting times in terms of competitive environment where the incumbents that don't adopt this at the senior level will essentially, their growth rates will will stand still while the hyper growers that are doing exactly this framing will essentially gain that market share and outcompete them.”
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Market share gains measurable: AI-native companies grow faster than incumbents in their categories; incumbent growth rates decline relative to AI-native competitors
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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