“We need to get to a billion dollars of ARR as quickly as possible. I'd put the over under at December 2027, and I would take the under.”
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ClickHouse's annual recurring revenue reaches or exceeds $1,000,000,000
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
Harry Stebbings predicts ClickHouse will reach $1 billion ARR by February 28, 2028.
An Anthropic employee predicts a 10% chance of human extinction within ten years.
NVIDIA will acquire Hugging Face for approximately $12.9 billion
David Moorhead predicts the next couple of years will have good tailwinds for Baylor's endowment returns.
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