“I think we're going to do it, but that's what I want to compare myself against, not some lesser thing. That doesn't excite me.”
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Fund's long-term CAGR (measured over 10+ years) exceeds S&P 500 CAGR net of fees.
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.
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
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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