8 predictions · 1–4 · 20% accuracy
“Yeah. It's coming. Alright. I think I think AWS, I think it'll be done prophylactically.”
M&A · Checkable · by Dec 28, 2019 (inferred)
Only if: Amazon spins off AWS into a separate company
“On the spin, it'll be one of the 10 most valuable companies in the world.”
Markets · Conditional · Judgment call · by Dec 28, 2019 (inferred)
“Well, I've already made that prediction. I think it's going a lot higher because I think all the headline news doesn't translate to a deceleration in business, and the company looks on most traditional metrics cheap.”
Markets · Checkable · by Dec 28, 2019 (inferred)
“Yeah. That's probably less likely, but I think you're going to see... Again, I think you're gonna see a spin among big tech, prophylaxically,”
M&A · Judgment call · by Dec 28, 2019 (inferred)
“So I think every company that adds more than $510,000,000,000 in value in 2019, the fastest growing part of their business is going be a recurring revenue.”
Markets · Judgment call · by Dec 31, 2019
“I don't think that company ever gets public.”
M&A · Checkable · by Dec 28, 2019 (inferred)
“I think maybe one or two of those guys get out.”
M&A · Judgment call · by Dec 28, 2019 (inferred)
“But I would argue that the center of all innovation and no company can create more than $10,000,000,000 in value in a year unless it's a bike ride from university and that we need a massive investment in universities.”
Other · Unfalsifiable · by Dec 28, 2019 (inferred)
