The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Patel: AI software industry could hit $100 billion ARR this year
“I think the industry could hit a hundred billion ARR by the end of this year, like 45, 50 for open AI, like 35, 40 for anthropic.”
O'Driscoll: Nearly all 2020–2021 venture investments will yield 1x or less
“Because if you think everything in 20, 21 was either priced wrong and makes a one X or early and just totally wrong and makes, you know, less than one X, let's just say, right? Other than a few companies that were the early precursors of AI”
Dr. Oz estimates $3.5 billion in Los Angeles hospice healthcare fraud
“Just LA County alone, just in hospice and home health care, we believe it's about three and a half billion dollars.”
Elon Musk: Space will be cheapest location for AI compute in 2-3 years
“The lowest cost place to put AI will be space. And that'll be true within two years. Maybe three. Three at the latest.”
Rampell: Only 5% of current unicorns will ever go public
“So probably of the unicorn class, I would bet that maybe five percent will ever be able to go public.”
Lutnick: US tariff revenues will grow from $500B to $1T per year
“And then you have the tariffs are five hundred billion a year now, and they will grow over time to a trillion a year”
Lutnick predicts 6% US GDP growth if Fed cuts interest rates
“And then if they cut rates, and that's the thing, I need a new Fed chair who cuts rates, and if they cut rates... You'll see sixes.”
Siddharth: All digital knowledge work will be automated within 10 years
“The glimpse of the future that I see is that all knowledge work is going to be automated. If a human's job involves looking at a computer, analyzing what's on the screen, using different tools, using a keyboard and a mouse, it's going to be automated. It's onl…”
Musk: AI and humanoid robots will eliminate global poverty
“But AI and humanoid robots will actually eliminate poverty.”
Randle: OpenAI could raise at a $1T valuation next year
“I think it'll be a trillion dollar company next year. Yes. I think they could probably raise at the end of the year. Ah, you know, end of the year Q two, I think open AI could raise it a trillion dollars. No problem.”
Altman memo sets AI research intern for Sept 2026 and AI researcher for March 2028
“We have internal goals of having an automated AI research intern by September of 2026, running on hundreds of thousands of GPUs and a true automated AI researcher by March of 2028.”
Wood: Global real GDP growth will accelerate to 7% within a decade
“We believe that the productivity uplift here is going to be so strong during the next five to 10 years. And I think president Trump's tax package is going to turbocharge this, that real GDP growth will accelerate from that three percent where it has been for t…”
Wood: Tesla stock will reach $2,600 per share in five years
“And we put out there five years. Yeah. Yeah. So and I think if he delivers on humanoid robots the way he thinks he is, we don't have enough in there. So our price target is 2600.”
Douglas: AI industry will reach human-level computer capabilities in 2-3 years
“Which is that in the next two or three years, given the right feedback loops, given the right compute, given the right, you know, elbow grease and this kind of stuff, we think that we as the AI industry are all on track to create something that is at least as …”
Caruso: LAFD ran short of water, equipment during Palisades wildfire
“We were actually on the seventh loaning equipment to LA Fire Department, who was running short of equipment, and we were actually loaning water because we were bringing in our water tanks when the water hydrants failed to work.”
Ross: Nvidia will be worth $10 trillion in five years
“I personally would be surprised if in five years NVIDIA wasn't worth 10 trillion, but I can't predict the outcome.”
Sacks: Data shows 3x more people on left endorse political violence
“Last week we showed you plenty of data showing that there was three times as many people on the left who are celebrating or endorsing political violence.”
Yakovenko: The internet will hold the most US Treasuries within five years
“I think within five years, the internet is going to be the largest holder of US treasuries.”
Acharya: Single-person $100M run-rate companies are coming or already exist
“The like single person, a hundred million run rate company is coming, or maybe it's already here.”
Musk: Mars could become self-sustaining in roughly 25 to 30 years
“I think it can be done in, in 30 years. Provided there's an exponential increase in the tonnage to Mars, with each successive Mars transfer windows, which is every two years. So every two years, the planets align, and you can transfer to Mars. So I think in, R…”
Deeter: Anthropic will be valued over $1 trillion within three years
“I mean, we put our money where our mouth is. We've been a buyer. So over, and that's again, like we a year ago when we were buyers, we still wouldn't have didn't conceive of that.”
Patel: Intel faces bankruptcy without massive cash infusion or 50% layoffs
“Intel is literally gonna go bankrupt if they don't have a big cash infusion, or they lay off, like, half the company, right?”
Ron Gabrisco predicts Databricks will become a trillion-dollar company
“I think Databricks is a once in a lifetime type company. It will be a trillion dollar company. Somebody in that data and AI space will become a trillion dollar company, and we're the innovation leaders. I think we can do it, right?”
Khosla: A 10-person company will hit $1B in revenue within ten years
“And sometime in the next 10 years, we will see a company with a billion dollars of revenue that has only 10 employees.”
Amodei: In a couple years, AI will be the world's biggest industry
“I actually think that, you know, as the revenues, as the economic business of AI ramps up and it's ramping up exponentially, you know, if I'm right in a couple years, it'll be the biggest source of revenue in the world, right? It'll be the biggest industry in …”
Casado: OpenAI Lost Its Early Leads In Code, Image, And Video Generation
“OpenAI was the first to code, right? With GitHub Copilot. I mean, they provided the weights. As far as I know, and they lost that. And they were first to image with Dali, and they lost that. And they were the first to video with Sora. And as far as I can tell,…”
Bessent predicts US will collect at least $300B in tariff revenue over 12 months
“Minimum on a forward 12 month basis, we're going to take in at least three hundred billion dollars in tariff income.”
Edwin Chen says he wouldn't sell Surge for $100 billion
“No, I mean, I definitely wouldn't sell for thirty billion or even a hundred billion.”
Flanagan: 95% of B2B buying journeys will start in LLMs by 2027
“Google search is one of the best channels we had in B to B. 80% of all purchases started on Google search. It's predicted by 2027, 95% will start in LLM.”
Andreessen: General-purpose robotics will scale massively over the next decade
“These human robots, like the general purpose robotics thing is going to happen, and it's going to happen in the next decade, and it's going to happen at giant scale, and I think there's a plausible argument, which Elon also believes, that robotics is going to …”
Musk predicts Mars will be self-sustaining within roughly 30 years
“I think we'll have enough mass transferred to Mars within like roughly 30 years to make Mars self-sustaining, such that Mars can continue to grow and prosper, even if the resupply shifts from Earth stop coming.”
LeCun: Human-level AI will not happen within two years
“Whatever you can hear from some of my more adventurous colleagues it's not going to happen within the next two years. There's absolutely no way in hell to, you know, pardon my French.”
Garg: Donald Trump will win the Nobel Peace Prize by 2026
“And I think I'm, I have this now conviction, That he'll get the peace prize either in 2025 or 26.”
Lemkin: AI will replace half of sales and customer success teams
“Half of these sales teams will be gone in two years. Half of these sales and customer success teams will be gone in two years because they're mediocre. They'll be gone. They're all going to be laid off.”
Robinson: 6sense will eventually sell below its liquidation preference
“Like what's going to happen to them is the same thing that happened to Infusionsoft. They will eventually sell for less than their preferred because that's the only path unless they can reinvent the, you know, what are they trying to do?”
Scott: 95% of net new code will be AI-generated within five years
“95% is going to be AI generated. I think very little is going to be line by line is going to be human written code.”
Sivulka: AI agents will contribute over 50% of global GDP within a decade
“One of my big predictions is that over 50% of the global GDP will be contributed by AI agents sometime in the next decade.”
Kushner: Saudi-Israel normalization is inevitable and will happen
“I think over time it's inevitable. Again, I thought it would happen four years ago, but I'm pretty confident it will happen now that we'll have the Saudi Israel normalization, hopefully under president Trump. And I think that that will lead to a lot of the inn…”
Grimm: Anduril will become the sixth defense prime alongside incumbents
“I don't see it as like Lockheed, Boeing, Northrop, Raytheon, et cetera. We're going to take all of them down. I don't see that at all. I think it's going to be like, we're going to become the sixth prime alongside them and that there's still plenty, plenty, pl…”
Chirls: 75% of 2020-2021 vintage VC funds won't return principal
“If you think about the twenty-twenty-one vintage, I think a one X fund will be top quartile. I think returning your money is, I think returning your LP's money on almost any timeframe will be top quartile. So in that sense, probably 70, I would guess 75% of th…”
Narayanan: AI model scaling cycles are ending
“We're not gonna have too many more cycles, possibly zero more cycles, of a model that's almost an order of magnitude bigger in terms of the number of parameters than what came before, and thereby more powerful.”
Lessin predicts OpenAI equity value is headed to zero
“Guys, I've been saying OpenAI zero the entire time. And I'm gonna keep saying it.”
Ohanian: NWSL will be bigger than MLS in 10 years
“That's why I think the NWSL will be bigger than the MLS in 10 years. Because we can tell a story of excellence in women's football in America using the NWSL. But not the MLS.”
Motamedi: Current Series B VC vintage overall will not perform well
“Again, Harry, I come back to, unless you're betting that public market multiples are going to re-expand, or that the growth durability of these assets is a lot stronger than what we've seen in the past, the vintage writ large is not going to perform. It does n…”
Trump asserts COVID-19 originated from and leaked out of Wuhan lab
“Where it originally came from was the Wuhan lab. I happen to think it escaped from the Wuhan lab.”
Trump promises automatic green cards for graduates of US colleges
“What I want to do and what I will do is you graduate from a college. I think you should get automatically as part of your diploma, a green card. To be able to stay in this country, and that includes junior colleges too.”
The private capital secondary market will reach $1 trillion by 2031
“I'm on the record for saying that the secondary market is going to get to a trillion dollars by 2031. Whenever I say that, the first reaction is, you're crazy. And I've heard that a few times, I guess, in my career. But I have a deep conviction around this pre…”