“I think Jason is could well be right. I think it I handed this to when you're a private company, you remember we talked about the sale king, Harry. You when you're a private company, you can decide not to sell for any reason. When you're a public company, you know, what the bankers are telling them right now is you're right. First thing you do is instantly reject because you gotta look strong. And then you've just hired the bankers, and they're gonna say to you, you can all and the lawyers in particular are gonna come in the room, and they're gonna say to you, Delaware law, you can only turn this down if you have a good business judgment belief that on a stand alone basis, you can do better than this offer in a reasonable period of time.”
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PayPal board accepts Stripe's acquisition offer; deal is consummated or definitively rejected.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Anastasios predicts the data market will reach at least $100 billion by 2030, possibly $1 trillion.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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