The Calls

“They didn't get paid. But now if you're influenced by the Beatles and Dr. Dre, they will get paid.”

“If you get in a robo taxi, there's definitely going to be a camera on you.”

“It's for sure not going to be Craig. It's not going to be Deirdre. It's not going to be Eddie. It's not going to be Jaws.”

“But a backstop of loans, I would expect that to happen.”

“I think they'll be more automated. They'll have stabilization systems. You'll be able to select a target and the drone will do its own navigation to intercept that target. They won't rely necessarily on RF communication systems since the jamming environment is…”

“Private to private transactions are going to happen way more. Right. Like you're going to look just as it happened in private equity, like funds will sell the funds.”

“You're going to get really soon to a point where you can run these models in real time. And so by the time you run them in real time, you're streaming the pixels as you're watching them, interacting with them.”

“But I still think we'll end up with hundreds of billions of dollars of equity value created for, you know, the derivative companies akin to the, Yeah. To the Ubers and the WhatsApps and whoever else.”

“Trevor's gonna try and come out of the clink hit the ground running, build a new company.”

“You can make an argument that generally the next, that the next trillion dollar consumer company will be in healthcare.”

“Whichever way, like, the anthropic Pentagon stuff, like, evolves, like, I think it's very clear that this is not, like, the last time government deals will be made, right? Like, the OpenAI deal is not the last deal that OpenAI will make with the government.”

“Data centers broadly will be using half a million tons of copper annually in a few years.”

“If you just ask me, like, Will humanity invest half a trillion dollars in AI over the next four years? I'd be like, absolutely.”

“I would be shocked if this administration doesn't figure out a way to ban Chinese robots before it's too late.”

“Again, it's still, like, gonna be a hundred and fifty-ish billion dollar position.”

“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”

“I believe Anthropic is pretty tightly hitched to Amazon, and I think the next big cluster from Anthropic will be powered by Amazon for the most part”

“I would say I have a really strong conviction that in the next few years, you'll be able to one shot a design tool.”

“I still think they'll take more shots on goal around companionship. Will they go grok waifu mode? No. I don't think they want that revenue line.”

“Character will be built on top of other APIs.”

“I don't think this will be the last go ship we see. I think it's like a new pattern and we're just going to see this more and more.”

“Now Figma is going to IPO. And I would be shocked if they end the first trading day below the price that Adobe was going to pay.”

“I think you're going to even be able to see real time AI generated interface the next year or two.”

“What I've heard last is it's going to be seven percent of the DoD budget in the next two, three years, right? Once it becomes programmatic.”

“Playback they're also going to integrate you know, AI into that flow as well, like a voice based commentator or whatever that can watch the game and, Provide an overlay for fans”

“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”

“Like it'll clearly be somewhere, probably 500 to a billion dollar outcome again.”

“He's going to be out of prison in 20, 27.”

“Clearly all of that product stuff's getting ironed out and they're going to have ads in the free version all the way up to a 2000 dollar a month tier or 200 dollar a month tier.”

“Andrew roll, I think benefits dramatically from a lot of this, cause there's so many smart teams that are building cool tech that just won't figure out distribution and actually getting contracts. Yeah. Anderil will acquire them and they've already proven that…”

“Very quickly, they're going to be able to put a router in front of that and dynamically decide, oh, this is a question that needs to go to oh, one. This is a question that needs to go to four. Four O or whatever, and all of that will become extracted.”

“So there, the estimate from Sotheby's is 40 to 60,000 dollars. I just think this goes way higher. I think there's so many people that would love to own this just for the novelty of it. It's a very unique item that will be a part of history. And so 40 to 60 jus…”

“I'm sure this swatch AP will end up retailing for Far more, or sorry, not retail, but secondary will be far more than whatever it goes out at.”

“Then there's another part of it, which I think will come in the next, you know, year or two where the model will implicitly be intelligent enough to pick up on what your pacing is or your state of mind is just based on the way that you're talking and expressin…”

“Then there's another part of it, which I think will come in the next, you know, year or two where the model will implicitly be intelligent enough to pick up on what your pacing is or your state of mind is just based on the way that you're talking and expressin…”

“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”

“I would expect this to pop even harder once these layoffs are actually announced.”

“From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know…”

“But as of right now, they're projecting that these fires will have cost somewhere in the range of a hundred and fifty billion dollars is the official number. As of now, everybody expects that to tick up over 200 at some point. I believe that Hurricane Katrina …”

“I think it's probably gonna happen this year. And if not this year, then next year.”

“So, maybe September, maybe October, but, ah, it's coming.”

“There are already some perps on, so there are gold perps tokenized gold and there, I think the answer to when is probably in the next year, because HIP three I think is unlocking a lot of this. So basically letting, it lets anyone kind of come and deploy their…”

“They're like a couple years away from having the same amount of Energy capacity as Northern Virginia, where like all the major AWS hubs are.”

“I don't think this will be the last of the exits that we see out of MSL over the next even one or two months.”

“You just, and no one's really doing this yet, but it's going to happen, I think, you know, in the next six months. Is just tell your agent, you know, tell Gemini, tell ChatGPT, go buy these things, it has your credit card, and now that world that they were des…”

“I have a strong suspicion that Anthropic is going to go, you know, in the next three to six months. They just have so much momentum and there's a lot of value being first.”

“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”

“He hasn't said bad about me personally, but I'm sure that'll be next.”

“What you're going to see is Google come into this space, too. They're going to launch, you know, their smart glasses with Samsung in a few months, their glasses with Warby Parker and a few other glasses brands in a few months, and there's going to be a lot of …”

“Over the weekend, you know, we saw, I think on Friday, the Financial Times reported, yes, there's a twenty billion dollar package in the works and it's something the Chinese don't want to have happen, and they have threatened to postpone or cancel Trump's visi…”

“They're not taking that away. They're not taking it away.”

“We've gone from, like, 10% of our sales to over, close to a third, probably, for the full year is gonna come from collectibles”

“I imagine the premium for the initial examples will be certainly over double retail.”

“You're about to see a couple of IPOs. So corn is coming soon. We think we've heard that China's coming soon and I've heard that a bunch of others are coming soon.”

“I would say they're roughly like 30% oversupplied. So it's not, you know, these numbers are not low. We're sort of in this phase right now where it's the incentives are only going to keep getting better because the reality is the inventory is out there and it …”

“I would predict, and I don't have any evidence for this, but my intuition tells me I would predict some tariffs on other countries besides just Vietnam, that a lot of these people think they have a safe haven for their products, but maybe we'll wake up to a ru…”

“And so now everyone's waiting for DeepSeek's next model, which is supposed to launch on or around Lunar New Year, which is next Wednesday the 17th. So we should have some sort of a DeepSeek model in the next eight or nine days.”

“China's got the Lunar New Year's coming up next week and Lunar New Year's Eve, the CCTV does this big spring festival gala with, you know, hundreds of millions people watch. It's going to be full of robots.”

“And so they set themselves up for a pretty nice upgrade cycle, and you're gonna see that with their first hundred forty billion dollar quarter. When they report at the end of January, early February.”

“Someone ran the numbers, and if they did all, if they aired all four, it would be something like eighty million dollars or something. I don't think that they're gonna run all four.”

“I think the exact structure of Doge is evolving, and I think we'll go through a couple different maybe, maybe congressional or legal challenges, but it is evolving.”

“I just think there's so much in your money up for grabs that I think by the end of the year, and hold me to this you're gonna see one, two, three companies that will get, I mean, high hundreds of millions of dollars of in-year revenue grabbed for real producti…”

“I think this is the year he's going to deliver it. It's been forever delayed, but now like everything's clear. Stocks at all time highs. Like he's got all the approvals and stuff. Like he needs a new halo car.”

“And so I think as that starts to happen, I would really expect that this year you're able to use operator or whatever the equivalent agent is to start booking flights and doing a lot of these more mundane tasks.”

“Well over a billion dollars will flow back to Roblox creators this year.”

“The next version coming as soon as this year will mostly just get a faster chip.”

“When I speak to a lot of endowments today, they're simply not adding new managers, and they're even trimming their existing, and so I think that's bluntly gonna really impact the amount of new managers that we see this year.”

“S and P 500 sees another 15% gain. I agree.”

“Not gonna happen in twenty-twenty-five, but probably soon.”

“There is a law that's passed that should ban TikTok. It's happening unless Trump overrides it.”

“I think that the FAD coming out only makes the LaFerrari more valuable.”

“And on May 22nd, in about a month, they're releasing a hundred-day report on the chronic disease crisis, why kids are getting so sick.”