14 predictions · 9–5 · 64% accuracy
Only if: Twitter removes Trump/controversial content ("the nose ring") and shows signs of progress on a subscription product
“I think Twitter is going to 70 plus bucks a share on very simple moves. One, they get rid of the nose ring and two, they...”
Markets · Conditional · Checkable · by Dec 31, 2021 (inferred)
Only if: Twitter's stock price first reaches $70 per share
“Imagine if it'd be $70 a share, it could go to a $100 a share.”
Markets · Conditional · Checkable · by Dec 31, 2021 (inferred)
“these things are going to vastly underperform over the next two to three years.”
Markets · Judgment call · by Dec 31, 2023
“my big prediction is 2021 is gonna be the that SPACs dramatically underperform.”
Markets · Judgment call · by Dec 31, 2021
“I do think there's going be a co working renaissance because I think small and medium sized firms are not gonna want... They're gonna want flexibility around office space. They'll need less of it, but they'll need it more on demand, if you will, and that's what coworking is.”
Other · Judgment call · by Dec 31, 2021 (inferred)
“We're going to spend, I think, somewhere between 2030% gross net destruction in demand or time spent in commercial. And that most of that time is going to be reallocated across our attention graph to residential, which naturally means that 20% of the $12,000,000,000,000 or a couple trillion dollars”
Other · Judgment call · by Dec 31, 2022 (inferred)
“you're about to see over the course of 2021, you're gonna see the 10 largest healthcare companies, in my view, probably lose 100 to 300,000,000,000 in combined market cap”
Other · Checkable · by Dec 31, 2021
“and it's all gonna go to Amazon.”
Other · Judgment call · by Dec 31, 2021
“Amazon, Spotify, Apple will get into the business.”
Media · Checkable · by Dec 31, 2021 (inferred)
“those companies are gonna go for irrational multiples to these really deep pocketed bidders who've recognized that their house of cards could be Joe Rogan.”
Media · Judgment call · by Dec 31, 2021 (inferred)
“people are going to decide my time's worth more than a dollar an hour, use technology to figure out a way to clean out all the tier two anchors, which they have a lot of.”
Media · Judgment call · by Dec 31, 2021 (inferred)
“TikTok will continue to be massively in the news.”
Media · Judgment call · by Dec 31, 2021 (inferred)
“Mark Zuckerberg and Sheryl Sandberg will use it as their defense for a breakup.”
Tech · Checkable · by Dec 31, 2021 (inferred)
“it's a no lose scenario for them because either that multiple on AT and T goes up because the narrative shifts from the worst acquisition in the last decade to the largest script company. Yeah. They say, okay, we're not getting additional multiples, so let's spin HBO, which will go at a monster number”
Media · Either/or · Checkable · by Dec 31, 2021 (inferred)
