“I assume that the business continues to compound its revenue at a little bit below about 17%. This does mean that revenue continues to decelerate, which as we've seen the market does not like, and this is incredibly conservative as management is guided for about 47% growth in the short term, but I'm going out five years here”
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AppLovin's actual revenue CAGR over the five-year period from 2026-2031 compared to 17% target
Alex Karp predicts Palantir will grow at a rate equal to or above US commercial business growth (approximately 150% YoY) for the next 18 months.
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.
Uber and Zipline will bring drone delivery to millions of Americans by end of 2029
Rivian will deploy 10,000 autonomous R2 robotaxis in San Francisco and Miami by 2028, with option to expand to 50,000 across 25 cities by 2031
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