“they're talking 70% and saying it's supply constrained”
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NVIDIA reports actual revenue growth for fiscal year ending January 2028; compare to 70% guidance
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.
Aaron Katz predicts ClickHouse will reach $1 billion ARR before December 2027.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
NVIDIA will acquire Hugging Face for approximately $12.9 billion
An Anthropic employee predicts a 10% chance of human extinction within ten years.
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