“What percent of total miles driven globally will be autonomous in ten years? I think the student group answered that about five or 10%. A lot of our guests, including James Anderson, formerly with Bailey Gifford and Duval Shroff at Tesla's autonomy division, their answers were over 80%.”
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Autonomous vehicles account for over 80% of total miles driven globally in 2035-2036.
Jason Brett states Intuit management targets 20% annual revenue growth by 2030.
Jason forecasts dLocal TPV will grow ~38-40% through 2028, then decelerate to 20%
Jason Brett projects Fairfax will deliver approximately 14.7% annualized returns through 2030 under base case assumptions.
Jason Brett projects Fairfax Financial's book value will reach approximately $2,424 CAD by end of 2030.
Chris Begg predicts Tesla and SpaceX combined will deliver a 10X return over ten years (26% IRR).
Jason forecasts dLocal's take rate will decline to below 0.7% within five years
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