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
Wolfe: SK Hynix will bypass export controls easier than Micron
“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China …”
Wolfe: The Sahel and Maghreb Will Become Europe's Next Afghanistan
“I believe that that will be the next Afghanistan, particularly for Europe. I think that you will have Mali pulling France in. You will have Belgium being pulled in, you will have the UK and other EU countries adjacently being pulled in, the US being pulled in,…”
Wolfe: At least 50% of subscale VC funds will go out of business
“The long tail of funds that are subscale, I have predicted that you would see a 50% involuntary exit or extinction rate, that they would go out of business, and why? Because they're under-reserved, they've over-invested, they have too many portfolio companies,…”
Wolfe: General Atlantic, General Catalyst, and a16z will go public
“And I believe that at least General Atlantic, General Catalyst, Andreessen, maybe Insight, maybe Lightspeed, go public.”
Wolfe: 50% of AI Inference Will Run Locally On-Device
“I'm of the belief that 50% of your inference and your queries will be on device. They will not be on device going to the cloud. They will be on device. Locally hosted on models that are either etched into the silicon or using flash memory.”
Wolfe: 30% to 50% of AI inference will occur on-device
“I think that you're going to end up doing a lot of inference on device. Meaning, instead of going, ah, to the cloud and typing a query, like, 30 to 50% of your inference may be on an Apple or an Android device.”
Wolfe: Anduril will be a $30B–$50B public company with software margins
“I deeply believe that Anderil in the next few years will be a 30 to fifty billion dollar publicly traded business doing single-digit mid-billions of revenue with software-like margins that are not like these cost-plus margins, so that is gonna usher in a big w…”