The Ledger, every show

“So I predict AOC will be president.”

“Then the next big thing is going to happen around 2030 to 20 32. And that's really where social security doesn't have any money to pay anymore. And I think during that era is also when a lot of the states are going to become bankrupt. We're not going to be abl…”

“I do think fundamentally that the conversion of that data into what I would call knowledge and ultimately the ability to create new outcomes from that knowledge that are not copyrighted, that are not copies of the original material, I do think is going to end …”

“If you end up with a Democrat controlled house and a Democrat president, In 20, 28, you'll very likely see a federalization of that obligation, meaning that the federal government will step in to bail out or support those state and local governments”

“Russia, Ukraine. I think it's going to settle out this year. I think there's a lot of motivating factors to get it settled out this year, economic and other political factors, but I do think it's going to settle out this year, and it's going to bring a bit mor…”

“I think that's gonna be the great uncovering of twenty-twenty-six is we're gonna see on the order of trillions of dollars.”

“And it sounds crazy today, but I guarantee if you put it on Polymarket, there will be a date when this happens.”

“I do think that there's a real probability of revenue decline in the next five years. So if you look at the enterprise install base, I think that cloud gets competed away. So I do think like on the application software layer, they're going to have a really har…”

“I don't think that mobile handsets are going to be around in 10 years. I don't think we're going to have this, like, phone in our pocket that we're like, Pressing buttons on and touching and telling it where on the browser to go to the browser interface is goi…”

“I think there's a hundred percent chance that the portfolio of 70 fusion companies that exist today that are pursuing this technology will succeed. And that we will get low cost power in the next 20 years at scale, right?”

“I still think I still think we'll end up seeing 70% tax rates on the wealthiest people.”

“I don't see a world where we don't have over 60% tax rates on the wealthiest people in this country at a federal level.”

“And so my guess is huge amount of money from the West and EU going into Ukraine. Ukraine agrees to let Putin keep some regions, some assets, Putin agrees to remove himself from certain regions and give up certain assets. Sanctions are partially lifted, but the…”

“You're gonna see some of these wealth taxes get chased down. You're gonna see the top marginal tax rate go up 70, 80%.”

“But the reality is the index of companies today, I would be willing to bet 20 to 30 years from now is worth more than the 46 trillion dollar of all the public companies.”

“I think he'll likely end up being secretary of housing and urban development. If AOC is elected president.”

“I just think the space thing is, is likely the path that's gonna replace all RTK and all GPS in the next decade.”

“That facility got damaged, the main facility that's being used to make fertilizer. So that is the largest producer of urea in the world. That's now going to be incapacitated for three to five years.”

“I think Anthropic is a trillion five market cap at the end of the day. Unless this blows them up.”

“I think the value creation potential in front of us is so significant that I would say that you could probably take the sum of the market cap of all the software companies today and have a pretty good bet that everything will be four to 10 X higher five years …”

“California has a trillion dollar fiscal cliff coming up because of the pension obligations.”

“2026 growth? 4.6%.”

“Just knowing the clinical path there, I would say we're probably somewhere between seven and 12 years.”

“I think that we should expect over the next couple of years, these sorts of trials to kind of begin to see if we can see similar results.”

“And now I think the next phase is we're going to end up in less than 30 hours a week with people making more money and having more abundance for every dollar that they earn with respect to what they can purchase and the lives they can live.”

“We have until 2032 when social security will be functionally bankrupt and everyone's going to get overtaxed and kids are going to end up having to pay through inflation for the benefits of the retirees of the last generation.”

“Meanwhile, right now, China is making three terawatts, and they're scaling up to make eight. We are at one going to two over the next 15 years.”

“I think that they're going to invest and build their own EUV and chip manufacturing capacity either way.”

“So in the next couple of years, there's, you know, there's a few little technical breakthroughs that are happening right now that will enable this, where fertility clinics may end up just taking a little bit of your skin cell, creating stem cells, creating egg…”

“Today, the Social Security Trust Fund has 2.7 trillion dollar balance, and based on the outflows and inflows, it's going to go bankrupt in 2032.”

“Social Security's functionally going to be bankrupt in eight years.”

“The expectation is that by 2030, there'll be a 100,000 flying cars moving people around in China.”

“And in five years, just like we're all going to, and we're all using a chat like interfaces more frequently. You go to your chat like interface and eventually you realize you can ask it to build some tool for you that does something. And it renders the tool, a…”

“In 10 years, we're going to be looking across the water at, you know, a competitive country that has three X, four X, the electricity production capacity of our country.”

“Regardless of who gets elected here, they've both kind of shown that the deficit will increase, not decrease under their presidency.”

“Maybe half of them won't be able to make enough money in this new, you know, fee regime that it'll no longer be an attractive proposition to be a real estate agent for maybe half a million to a million people over time that are agents today.”

“I think they're going to sell a hundred billion dollars of Apple vision pros, not this version, but this version plus the next version probably over the next. I would guess for them to get to a hundred billion in sales, it'll take them less than five years.”

“I would say there's probably a 90 plus percent chance or 95% chance that we will have scalable fusion energy in the next decade or two”

“A lot of the private pensions that are going to need to get bailed out with the same federal money, because they're not going to let those things go bankrupt. And that's another trillion plus of liabilities.”

“My estimate is that we will see production demonstration of fusion in the 20 thirties. So call it eight years from now plus, and then you'll see grid scale scale up in the 20 forties.”

“We're probably at peak capital being managed in venture funds right now, and will likely decline for the next decade.”

“In the next 10 to 15 years, most of the milk you buy at the store will be Identical to cow's milk. Same protein composition.”

“And so as China builds out a 140 nuclear plants here over the next two to three decades, they're going to see their energy cost decline from about nine cents for industrial use, potentially, you know, into the sub five cent per kilowatt hour range, which makes…”

“It's very likely that you'll see Andreessen be the first”

“Cell-based meat will be available at a commercial scale within the next five to 10 years.”

“In a hundred to a 120 years from now, I do think we'll all have a replicator in our room. That replicator will make all the things we want to make nearly instantaneously with very low energy and very low cost.”

“That's gonna be the most valuable, valuable company. That's private right now.”

“The estimate currently by some researchers is that this there's a less than five percent chance this happens before the year 2040. So we're talking somewhere between the year 2040 and the 2060. When we get a quantum computer that has enough logical qubits to b…”