“Let's say in 2030, they throw off $10,000,000,000 collectively in profits. In other words, they throw off what Uber makes in year 14 or what Tesla makes in year 16. Then, as a group, then let's say it grows 50% a year. So you go ten, fifteen, 22.5. You get the idea. Boom. Boom. Boom. Boom. You're talking about a ten year, maybe a six year run to just get out of the j curve.”
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Aggregate annual profits of major AI companies (OpenAI, Anthropic, xAI, Mistral, etc.) reach $10 billion in 2030.
Jason predicts society will adopt nuclear and renewable energy as primary sources within a generation
Jason predicts Instagram will launch an AI-based video editor similar to CapCut.
Jason predicts the Clarity Act crypto regulation will pass after the 2026 elections.
Jason reports that Anthropic plans to seek a $2–3 trillion valuation for an October IPO.
Jason predicts Figma stock will trade at 2x current price within 3 years
Jason predicts humanoid robot unit sales will triple from 16,000 in 2025 to ~48,000 in 2026.
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