“NVIDIA nears $12,900,000,000 deal for Hugging Face”
→ Read the source episode
Deal closes at stated or materially similar price; or deal is terminated/abandoned
Aaron Katz predicts the US will advance further in the 2030 World Cup than in previous tournaments.
Rory predicts intense demand for compute will continue for at least 12 months from the episode date (Sept 2026)
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.
Anthropic will remain profitable despite rapid growth due to inability to spend down gross margins fast enough.
David Moorhead predicts the next couple of years will have good tailwinds for Baylor's endowment returns.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.