Jul 9, 2021 · Episode 216

Q2 Quarterly Review: The State of the World According to Pivot

3 predictions · 1–2 · 33% accuracy

Scott's predictions3

Amazon will be the first company to reach a $3 trillion market capitalization.
“I don't know who will be the first $2,000,000,000,000 company, but the first 3,000,000,000,000 would be Amazon.”
Markets · Checkable · by Jul 9, 2022 (inferred)
Didn’t happenResolved Jan 2022
The public markets will experience incredible volatility, including some of the most significant step-change downs, within the next six months (by early 2022).
“I think the public markets are going to incur incredible volatility, and we're going to see some of the most step change downs in the market. I think we're going to have some of those volatile days in the market in the next six months”
Markets · Judgment call · by Jan 9, 2022
Came trueResolved Sep 20, 2021
Disney will introduce a recurring revenue bundle that combines its streaming (OTT) offerings with offline experiences (such as parks and cruises).
“Disney is going to introduce what I think is the most exciting recurring revenue bundle in the consumer world. Think every family is going to have to own it and it's going to take OTT to offline online,”
Media · Checkable · by Jul 9, 2022 (inferred)
Didn’t happenResolved Jul 2022