“I think we'll be 18 and a half, 19% this year without any SpaceX or Cerebras or anything like that. So structurally, I think the next couple of years look pretty good from sort of a tailwind perspective.”
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Baylor endowment returns for fiscal years 2027 and 2028 both exceed 9% (their stated bogey)
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Harry Stebbings predicts ClickHouse will reach $1 billion ARR by February 28, 2028.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
NVIDIA will acquire Hugging Face for approximately $12.9 billion
Anthropic will remain profitable despite rapid growth due to inability to spend down gross margins fast enough.
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