2025

other on 11 shows · 18 statements across 15 episodes

the Y Combinator Startup Podcast Lenny's Podcast the Neon Show the Paul Morris Podcast the Official SaaStr Podcast Starter Story Invest Like the Best Capital Allocators Catalyst All-In 20VC

18 statements about 2025, every show

CATALYST Assertion Supported
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…”
Nick Fulgham Jun 4, 2026 ▶ 4:22 Surprising trends in global electricity generation
CATALYST Assertion Supported
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.”
Nick Fulgham Jun 4, 2026 ▶ 10:29 Surprising trends in global electricity generation
CATALYST Assertion Partly supported
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.”
Nick Fulgham Jun 4, 2026 ▶ 31:43 Surprising trends in global electricity generation
NEON SHOW Opinion
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.”
Animesh Koratana May 20, 2026 ▶ 12:09 Great Founders Aren't Writing Code. They're Building Its Immune System. | Animesh, PlayerZero
STARTER STORY Assertion Not checkable as stated
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.”
Katie Keith Feb 8, 2026 ▶ 2:42 I Make $150K/Month From 20 Tiny Apps
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.”
Marc Andreessen Jan 29, 2026 ▶ 4:53 Marc Andreessen: The real AI boom hasn’t even started yet
ALL-IN Assertion Supported
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.”
David Sacks Dec 19, 2025 ▶ 36:35 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
20VC Prediction Not checkable as stated
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.”
Rory O'Driscoll Oct 23, 2025 ▶ 0:00 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
ALL-IN Prediction Not checkable as stated
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.”
Kyle Samani Oct 1, 2025 ▶ 12:53 Multicoin Capital’s Kyle Samani on Internet Capital Markets
20VC Assertion Open · timeframe Sep 2026
Stebbings: 75% of 2025 VC dollars went to 19 companies
“75% of VC dollars in twenty-twenty-five went to 19 companies.”
Harry Stebbings Sep 25, 2025 ▶ 22:38 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
INVEST LIKE THE BEST Prediction Held up
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.”
Andrew Milgram Aug 5, 2025 ▶ 12:26 The Data on America's Economic Split | Andrew Milgram Interview · Invest Like The Best
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.”
Andrej Karpathy Jun 19, 2025 ▶ 27:34 Andrej Karpathy: Software Is Changing (Again) · Y Combinator
CAPITAL ALLOCATORS Assertion Contradicted
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.”
Jon Madorsky May 29, 2025 ▶ 36:28 Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
SAASTR Insight
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.”
Jeanne DeWitt Grosser Feb 12, 2025 ▶ 22:02 The Playbook for Going Upmarket with Stripe's CBO and Checkr's COO
PAUL MORRIS Prediction Not checkable as stated
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…”
Paul Mark Morris Jan 31, 2025 ▶ 59:33 Starting the Journey: Paul's Journey to Real Estate Wealth-Building
ALL-IN Prediction Held up
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.”
Chamath Palihapitiya Jan 4, 2025 ▶ 40:01 2025 Predictions: Tech, Business, Media, Politics!
ALL-IN Prediction Held up
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…”
Gavin Baker Jan 4, 2025 ▶ 1:14:09 2025 Predictions: Tech, Business, Media, Politics!
SAASTR Prediction Not checkable as stated
Lemkin: 2025 Will Be the Year of PE-Backed SaaS IPOs
“2025 may be the year of PEIPOs because folks are giving up.”
Jason Lemkin Nov 4, 2024 ▶ 2:27 What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg

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