Q1

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Rory O'Driscoll · across every show →

Everything said about Q1, oldest first

Feb 5, 2026 bullish
Prediction Not checkable as stated
O'Driscoll: AI agent activity could boost Claude's Q1 run rate by $200M
“This is probably good for, this is probably good for a couple of hundred million on Claude's run rate for Q one.”
Rory O'Driscoll Feb 5, 2026 ▶ 1:30:40 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
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