“I think that again, it's back to the I don't think there is a magic pixie dust that can make the growth rate of this category change from what it is now to something dramatically different. It's not even like the Figma example where you say there was an adjacency, and if you pick it up, you'll get another 40% lift. I think this is a mature established category.”
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Workday's YoY revenue growth rate in 2026-2027 remains in similar range to pre-Anil return period (mid-to-high teens); no acceleration to 30%+ growth
Harry Stebbings predicts OpenRouter will make a decision on staying private or selling to Stripe within a couple of weeks.
Harry Stebbings predicts that billion-dollar valuations are becoming the new Series A entry point, replacing the previous $50M post-money standard.
Alex Atala predicts China will develop competitive AI chips within approximately six months.
Alex Atala predicts the AI market will grow 10-15x annually over the next four years.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
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