The Calls

“It's currently forecasted that we're going to lose up to 50% of all biodiversity in the next 25 years.”

“Well, if that market existed today, I think it would probably be like 90% plus odds on Elon. He's like pretty close at this point. Depending on, you know, where his companies go out he's certainly the favorite. So I would definitely bet on him.”

“You have existing incumbents in the finance space, like the ERP companies, for example, I don't think they're going to go do that.”

“This is actually a debate that we have in terms of how soon it's going to happen, but it's definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about and you know, a lot of this is public, but what SpaceX is talk…”

“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”

“I think now you're gonna have a Class A office race. So now, Ken Griffin, Vernado. Right? And those guys are going to do park, and I think it's 51st. They're just going to tear down all those buildings on 51st and just build a brand new tower to compete with t…”

“You should get like an economic early warning sign essentially where you should see quantum computing companies Doing commercially impactful things, making money, and then eventually scaling towards systems that are big enough to be cryptographically relevant.”

“Whether security level three is going to be a thing. And I think the short answer is, yeah, it's just a question of time. And is it going to be this side of Christmas or after? I don't know yet”

“We're also going to see AI agents have their own financial accounts, and we're powering that with the base, like, MCP API so they can have their own self-custodial wallet now and start to have a true agentic economy, paying for goods and services, hiring other…”

“I think SpaceX.”

“And then I think in roughly twenty-twenty-eight, it's gonna be the year of direct to sell, and SpaceX talked about this publicly, but it's gonna take time, you know, they just acquired a bunch of spectrum, it takes time to get, you know, Antennas and phones op…”

“She's gonna do the new show too.”

“Turbines will be the bottleneck most likely.”

“I think it's inevitable that in about two or three years, we will have models that are multimodal, large context windows, are capable of reasoning over, say, three hours of a screen recording.”

“You know, some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it”

“And so we came up with this concept around what they called the EIPP or eVTOL integration pilot program. And that was to allow these aircrafts to start flying in the cities in the U.S. As soon as next year. And so what they're going to do is they're actually g…”

“I'm very bullish that we're going to go well above that.”

“They're going to launch, I don't know what to me this year, but like something close to 200 times. Like no one else in the world is launching even 15, 20 times, right?”

“I'm looking at the current pipeline. I see 30, 40 potential IPOs this year in China.”

“And I think others are going to do that same thing in that same year. So it won't even be just us. It'll be several different entities.”

“We're making autonomous fighter jets. You know, like three years ago, we weren't believable to make autonomous fighter jets. Now we're doing it. And we're going to have them be produced in a production facility in like months from now.”

“I do think fewer people will raise opportunity funds or growth funds. I think that is likely.”

“I think we can actually, I think two years from now, we can get half a million samples. Two years from today, I think we could do that.”

“I think that we have so much headroom in the federal reserve rate, that I think we're going to see dramatic cuts close to twenty-twenty-one ZERP levels over the next 12 months.”

“I think that's also free money. I think that we live in clown world and there will be a UFC fight there.”

“If it's not this year, it would be late, like Q-three, Q-four it'll probably be early next year. What do you think the current odds are on that? I would say, 60% chance of a recession.”

“We'll do north of 47, forty eight billion dollars of loans this fiscal year alone.”

“We're just about to cross two million total deliveries. Yeah, that'll probably happen in the next three or four days.”

“Obviously Trump is pretty loud on X and on Trump social around like pushing rate cuts, but I don't think Powell's gonna give into that. So my gut says two.”

“I think that I love the product, but also it seems like the speed at which they're iterating is increasing. So I'm going to go with six.”

“Twenty-twenty-four will be the last year that we're playing around with the analysis paralysis and the design and answering all the questions, the regulator and simulating things in the twin. And twenty-twenty-five is going to be actually building the thing up…”

“I'm confident and I'm excited that we'll be able to build momentum from current assets of half a billion to connected assets, which should hopefully get us to a billion by the end of the year.”

“I think they should. I don't think they will. It's just really hard, right? Like you're gonna go to a private company and say these people have to have clearances.”

“I think at least one of them will go public this year.”

“I would actually bet that there would be less.”

“Three more.”

“I think there will be some sort of regulation, right? Like, especially around like deep fakes or, you know, video, like it feels like you, if you use AI generated video to, you know, cause pain or harm or reputational harm to someone is that standalone AI regu…”

“I think it will for sure be above one 50, but given those options, above one 60, maybe even one 70.”

“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”

“So we're launching factory three in Arizona, which will be up and running in Christmas. We're in July, we signed the lease a couple of weeks ago, so it'll take us six months from start to finish to have it up and running, which I think is really fast.”

“O1 just came out. We haven't fully benchmarked on our side yet. It's definitely an improvement. And so open AI is ahead of everybody else. It's an improvement in reasoning which is good. We can talk about that later on, but I expect people will catch up within…”

“We are we're shipping the product end of this year.”

“You know, if the pace continues, I think twenty-twenty-four will become the third most active year ever for VC funding in Europe.”

“And then the second half of this year I think we're going to see a significant increase in just dollars deployed from venture funds. That's also going to be on, you know, individual check sizes, I think are going to go up again in the later stages. And then al…”