The Calls

“Elon Musk is going to be a trillionaire.”

“And like, at some point people are going to start killing themselves and each other because of AIs.”

“At least what I'm reading from what's going on, it's that they're going in there to get metrics implemented into a dashboard that at some point they're going to show to the American people. And so you will get the transparency.”

“Five years from now, you will, Sam.”

“I don't think there ever will be an open AI hardware device.”

“They're not going to run a search and hire a CEO from another company to run Apple, unless they're like covering.”

“And then the court, you know, inevitable court challenge of that, because you have to believe that will happen.”

“I think saying ban TikTok, that's a thing that like candidly might be marginally better, but you'll never get done.”

“Everyone, you know, you're up there applauding like this, like window, we're going to get to Mars in Trump's administration. And it's absolute horseshit. Like we, like there aren't even window launch windows open for that to happen.”

“Gemini's gonna do this. Anthropoc's gonna do this.”

“The courts are likely to say that the Apple Google search deal cannot continue in its current form for antitrust reasons.”

“I am going to go on record saying this deal will not close.”

“I just, I think that it'll go through no question. In fact, I bet it accelerates through.”

“Yeah, but I don't think it'll be a straight sale. I think it will be something that kind of resembles this Project Texas data deal they did with Oracle, but more than that”

“Oh, I was short that. There's a zero percent chance.”

“Like the bulk of OpenAI's revenue, I believe will ultimately like come from businesses”

“Tick tock will operate in some form in the U S in a partnership. Either with Larry Ellison or Elon Musk. It's my prediction.”

“They're going to go on the highways soon. They're already testing on the one-on-one.”

“Skydance seems to be the one that's going to get the deal done”

“I do not think it will sell for a billion dollars.”

“They're going to sell, you know, they're going to sell it to the Saudis.”

“I think Mubadal is going to end up owning TikTok.”

“Well, I don't know what's public or not, but they, I don't know if this is public. They're going to have that money.”

“Speaking of Apple, I think they come back next year, both in the AI realm, like they're going to make either one big acquisition, like an topic.”

“I think like hundreds of journalists are going to lose their jobs to AI.”

“I mean, I will have certainly dozens of aircraft, hopefully hundreds next year.”

“And I think we're gonna see that, like, literally come to, like, building nuclear power plants, right, in, in the near term.”

“Apple's not gonna kick them out. Apple's China exposure is enormous, right? Like, you know, even if they should, they won't, right?”

“Which will not happen.”

“And it probably gets done, and even doesn't get done, whatever. Like, I don't think it really impacts the early stage market.”

“No, and Pulitzer only goes to things that look like newspaper articles from the 19 seventies.”

“There's one little detail in there, which is that here we are at the very end of this very long, very arduous news story, and China will still retain control of the algorithm, right? Like, so they did win the war of attrition at the end of the day. Like, it so…”

“I think they'll be the only division.”

“And so I think Taylor is too smart to do the halftime show.”

“Bitcoin 200,000.”

“And so I do think like, This will get off the ground by the end of the next year.”

“2025 will be the year that we see college football and basketball teams going private.”

“This technology will be launching next year though, so soon you won't have to do a stupid mammogram.”

“Discord is now going to go out for an IPO this year.”

“There's a joint Senate committee that a couple of years ago said the cost was about just shy of a trillion dollars, and we already know that because of Palisades, 25 will be the most expensive year on record, so almost certainly over a trillion dollars of econ…”

“I'd say Solana ETF, which will be great.”

“You forgot the most important line, which is you're not going to have regulatory approval.”

“My bet is, a year from now, it'll cost one-fifth to one-tenth of what it does today, and my advice to all our startups is ignore the cost of compute, because any assumption you make, any dollar you spend on optimizing your software will be worthless within the…”

“I think a year from now you know, most programming will be done in English. And I think that's the, there's almost no question.”

“Like at the rate they're having to raise capital and at the unprofitability of their business models, they can only increase prices from here.”

“I think she will be close to Super Bowl numbers.”

“Like, is Google for twenty-three billion dollars gonna buy Wiz security company? I think it's highly unlikely, but.”

“I think what will happen is the expensive PhD will become dirt cheap. My bet is a year from now, it'll cost one-fifth to one-tenth of what it does today.”

“So what's gonna happen after Biden signs this is ByteDance or TikTok is gonna sue to block it on the grounds that it's infringing on the First Amendment.”

“Yes. Unless he does some hissy fit about his compensation package and like.”

“I mean, I think you might see in three, six months that the sort of Gemini core user experience is thrown out in favor of the notebook LM experience because it's just better for everyday consumers.”

“The core weave IPO is, is sort of clearly in line for the next month.”

“I think the Senate's gonna pick it up. I think it's happening.”

“I'll say yes on one-time replication, and I'll go further to say, like, this is my AI killer scenario, where, like, it's so disruptive if it happens, right, that, like, it's worth putting a lot of effort in trying to figure it out.”

“Every video he posts does more views than the Super Bowl we'll do this year. With Taylor Swift, he will do more views with every video he posts.”

“I think Solana flips Ethereum.”

“It's opening a Mattel theme park next year in Arizona, by the way, to start driving its experiential business.”

“YouTube will definitely have more subscribers than Dish by the next time we check in on this.”

“No, TikTok won't be banned, but it should be.”

“We will get a Bitcoin ETF, finally.”

“I know it'll be Kelly or Shapiro”

“Guys, she's gonna endorse Kamala.”

“I just feel like this is over, right? Which I know is not what you're supposed to say, and, like, that helps purpose with town out and the whole nine yards, but, like, you know, Trump just had, like, one of the all-time ten-day periods ever, right?”

“There's just no chance that in that environment they're gonna, like, risk any youth vote, even if they're terrible, woke people, for the sake of banning TikTok right now. And I think that sucks, because I think it is a huge national security risk, But I think …”

“They're not going to have a job doing that in like three months.”

“It literally doesn't matter what they report, the stock will go up.”