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
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.”
Randle: CoreWeave and AI cloud providers will eventually crash 70%
“I think at some point, like they'll probably, you know, Corweave and all these things will probably go down like 70%.”
Randle predicts SpaceX stock price will be lower in six months
“I would personally probably take the under in six months, not because I don't think that the company is going to be valued extremely well... But if I had to go over under, I'd go under from six months from now.”
Randle: Code generation market will add $4B to $5B ARR this year
“Instead of adding, you know, a billion dollars of net new this year, I think code generation is going to add, I don't know, four or five billion dollars of net new across every single product and service that's available for people to buy, both on the B to B a…”
Randle: OpenAI and Google will match Mythos Fable quality within 3-6 months
“When OpenAI or when Google, like, they're going to get to Mythos Fable quality models very soon, within the next three to six months, and then we're going to see.”