Fulgham: Global solar generation increased by 636 TWh (30%) in 2025
“Solar has really had a standout year in 2025 increased by 636 terabyte hours. So that's twice the size of the UK's annual electricity demand. Huge amount of additional electricity globally that's coming from solar. And the really interesting trend that we foun…”
Fulgham: Wind added over 200 TWh globally in 2025
“It was the second fastest growing source and just over 200 terawatt hours, so made up a huge amount of the increase in demand.”
Fulgham: Global battery storage installations grew 46% to 250 GWh in 2025
“The installations in 2025 were around 250 gigawatt hours of energy capacity from batteries, and that's a 46% increase over the deployment in the previous year.”
Koratana: Enterprise AI agents failed to deliver on expectations in 2025
“And the last year, right, 20, 25 was supposed to be the year of agents, especially the year of agents in the enterprise. But it never really delivered.”
Katie Keith: Barn2 generated over $1.7M in 2025 plugin revenue
“This is our 20 25 revenue. You can see it's just over 1.7 million dollars. I know I said 1.8 million earlier. That's Because we have other revenue streams such as affiliate income, and we offer some development services.”
Andreessen expects 2026 to exceed 2025 as his most interesting year yet
“I think twenty-twenty-five was maybe the most interesting year in my entire career and probably life. And I think I would expect twenty-twenty-six to exceed that.”
Sacks: US federal workforce dropped 10.7% to 2.15 million in 2025
“We've seen a 10.7% decrease in federal workers in 2025. Basically, the number's gone from 2.4 million to 2.15 million.”
O’Driscoll: Doubling down on mega-caps is easiest 2025 strategy
“It looks like the easiest way to make money in 2025 is to take the very biggest companies and double down one more time.”
Samani: 2025 will be the inflection point for internet capital markets
“When we look back in 20 years, the year 20 25 is gonna be remembered as the year that the dam broke. It's gonna be akin to how the Telecommunications Act of 1996 unleashed the power of the Internet.”
Stebbings: 75% of 2025 VC dollars went to 19 companies
“75% of VC dollars in twenty-twenty-five went to 19 companies.”
Milgram: 2025 Business Bankruptcies Will Remain High or Increase
“Based on the data we see to date and the bankruptcies that we've already seen in 2025, we would expect 2025 to show persistent and possibly higher number of business bankruptcy filings.”
2025 is not the year of AI agents, it is the decade
“When I see things like, oh, twenty-twenty-five is the year of agents, I get very concerned, and I kind of feel like, you know, this is the decade of agents, and this is going to be quite some time. We need humans in the loop.”
Madorsky: Expected 2025 secondary volume is around $190 billion
“Let's say in 2025 expected secondary volume is a hundred and ninety billion dollars, plus or minus.”
Grosser: SaaS companies need 100-line bottom-up revenue models for 2025
“If you do not have a hundred line item bottoms up spreadsheet supporting your top down revenue model, I think you will be less effective in 2025 than you would be otherwise.”
Morris: Property buyers with resetting adjustable loans will get crushed in 2025
“People are in 20, 25 are going to get crushed. Here's why. They bought retail five years ago. Lots of properties. They may be on a 30 year payment plan, but the interest rate could adjust at five years or seven years. Yeah. As those come up, now interest rates…”
Chamath predicts a trillion-dollar drawdown for Magnificent Seven stocks in 2025
“I don't know what the percentage drawdown from here will be, but I think when we look back, the absolute dollar drawdown of the mag seven will be in the trillions of dollars.”
Baker predicts high bandwidth memory manufacturers will be 2025's best asset
“I think the companies that make high bandwidth memory, going back to, we're gonna run out of compute. It's actually a pretty shocking stat. High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is. And today there's two companies tha…”
Lemkin: 2025 Will Be the Year of PE-Backed SaaS IPOs
“2025 may be the year of PEIPOs because folks are giving up.”