The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Sharma: India will never sustain an annual GDP growth rate above 6%
“And therefore we'll never grow at a rate of more than six percent on a sustained basis has been my view for a very long period of time.”
Banga: 1.2B emerging-market youth will reach adulthood facing only 400M jobs
“1.2 billion young people in the emerging markets are going to become 18 years of age in the coming Mutomati 15 years. Right?
Yeah.
Currently, the same markets, currently, this is pre-AI, and we can talk about AI's impacts on the developed world versus the de…”
Adcock: Paying Passengers Will Fly on Electric Aircraft Within 5 Years
“So I think within the next, like, five years, we'll be taking passengers, like, paying passengers around in, in air spaces here in the world on electric aircraft like this.”
Sharma predicts large caps will outperform small and mid caps for the foreseeable future
“One of my big top trends was this, that I expect much more that the large caps to outperform small to mid caps for the small caps for at least the foreseeable future.”
Sharma: Poland is likely the next emerging market to achieve developed status
“And so the next country to become a developed country likely is going to be Poland.”
Khosrowshahi: Global EV market share will favor China for a while
“My expectation is overall share, especially in the EV sector on a global basis of EVs is going to be is going China's way for a while, but individual innovative OEMs, they're going to do fine.”
Srinivas: Indian IT giants will hire fewer people going forward
“They're not going to hire as many people going forward.”
Gates: AI productivity gains will not eliminate software engineers
“For software you know, we'll still need those software engineers. We'll, we may take some of the extra productivity for quality, some for quantity, but we're not gonna You know, start, ah, not, not needing software engineers.”
Hydrogen fuel cell vehicles cost three times more to run than EVs
“So whatever the cost of electricity tomorrow is in one rupee, it's going to cost the cost for hydrogen fuel cell vehicle will be three times more than a battery-operated electric vehicle.”
Nithin Kamath: The world's first trillionaire will emerge from climate solutions
“I think the first trillionaire on this planet will be someone solving for climate problem.”
Kamath: Social media platforms will start charging for data access
“We will probably evolve to the point that everybody starts charging for access to their data, right? Like Twitter will charge, Reddit will charge Quora will charge, social media will charge in its own way.”
Kamath: Premium beauty will grow significantly faster than mass segment
“Tomorrow we will care a lot more for how we look as a means of getting validation. So anything that aids that will likely grow, both in the mass and the premium segment, I think the affluent will probably adapt faster. So the premium will go significantly fast…”
Sharma: US net immigration likely to fall below 500,000 this year
“This year, I'm told that number is likely to drop to less than half a million.”
Arora: Quantum computing will break every modern encryption key
“When quantum comes about, it'll break every key, which is true. It will break every key that is there today.”
Virwani: Indian REITs will see higher appreciation than US REITs
“India will see higher appreciation, I would say, than foreign REITs, or like, you know, the US REITs and things like that, so.”
Shankar: India office leasing will probably hit 70M sq ft in 2024
“India is going to have its probably most successful year of office leasing. I think just in the first half of this year, some thirty four million square feet of office space has been transacted. And that's half the year. Second half of the year is usually more…”
Gogri: Gen-IV Small Modular Reactors Should Come Online by 2030
“Ok, so the point is that my hope is around this generation four reactors, which, again, there is a hope element to that, but they should be getting online by the end of this decade, and they are more smaller than the big power plant.”
Tarun Mehta: Ather will reach 1,000 touchpoints within 2.5 years
“We'll go from 200 touch points to a thousand touch points in the next two and a half years. At which point you've crossed oil and field scale already.”
EV battery cell production in India will begin within 24 months
“I think in the next 24 months, cells will start being produced in India, right? And maybe in 48 months, we'll have a very small chunk.”
Bhat: YouTube will natively integrate AI lip-synced audio dubbing
“It's going to get built in on YouTube, Nikhil. There's going to be a button where you can select a language and your mouth will move in that language. It's going to come into YouTube. It's going to take forever because YouTube is a slightly slower moving beast…”
Mazumdar-Shaw: CRISPR gene-editing stocks will recover and yield strong returns
“No, but it will recover because now is the time. CRISPR is going to, you know, suddenly come away.”
Aatrey: Meesho will become profitable by the end of 2023
“So, our goal is, I think by the end of this year, we'll become profitable.”
Luxon: New Zealand might achieve net zero six years early
“And obviously we've got a big commitment to, you know, net 20, 50. And in fact our latest plan, which we have legislated into our parliament you know, even since we might even get there six years early.”
Srinivas: GPU cloud provider CoreWeave will IPO soon
“Okay, so there's this company called Core Vive in, in the US. I think it's gonna IPO pretty soon.”