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Each one links to the moment Scott said it and to the evidence behind its grade.
Each one links to the moment Scott said it and to the evidence behind its grade.
482 of 1,124 predictionsClear all
“It's probably gonna be the Doctors Without Borders or Sudan's emergency response rooms.”
Oct 9, 2026 · Politics · Either/or · Checkable · by Oct 9, 2026
“I don't know exactly, but I think it's pricing next week.”
Sep 25, 2026 · Markets · Checkable · by Oct 2, 2026
“I think this is gonna be I think this is gonna be a very successful IPO.”
Sep 25, 2026 · Markets · Checkable · by Oct 9, 2026 (inferred)
“2,500,000,000 2,500,000,000 in revenues. It'll go out at seven to eight times revenues.”
Jun 26, 2026 · Markets · Checkable · by Jul 10, 2026 (inferred)
Only if: If the SEC (via Chair Paul Atkins) waives the rule preventing retail investors from participating in SpaceX shares before the standard price-settling period
“if he called the president and said, hey, call Paul and tell them to do away with this stupid rule such that retail good Americans can't invest in the best companies. And I got a hankering to put $10,000,000,000 to work in the midterms.”
Jun 12, 2026 · Politics · Conditional · Checkable · by Nov 3, 2026
“Anyways my prediction is the fix is in. What people aren't focused on is this, the waving of the NASDAQ 100 rules that you gotta wait a year and let price settles”
Jun 12, 2026 · Markets · Checkable · by Dec 12, 2026 (inferred)
“I think corporate earnings are really impaired as consumers stop spending because some of them will be paying $5 a gallon for gas, and their four zero one k will start to decline, and q two earnings season becomes bad.”
Mar 13, 2026 · Markets · Judgment call · by Jul 31, 2026
“The S and P is off 20 to 40% from its peak.”
Mar 13, 2026 · Markets · Checkable · by Aug 31, 2026
“Bitcoin goes to, like, 30,000.”
Mar 13, 2026 · Markets · Checkable · by Aug 31, 2026
“Real quick. My prediction is no. And that is Dario Amodi has given license and permission to CEOs to say no. And in the next thirty days, you are going to see a raft of CEOs find their testicles and start saying no to No.”
Mar 6, 2026 · Tech · Judgment call · by Apr 5, 2026
“OpenAI, way to the downside, doesn't get public. Kalshi is about... Is gonna be, in my opinion, the kind of IPO we're all trying to get into in q two of q three of this year.”
Feb 13, 2026 · Markets · Checkable · by Sep 30, 2026
“we're about to engage in military strikes against Iran.”
Jan 30, 2026 · Politics · Checkable · by Feb 13, 2026
“My prediction is the following. Hag Seth Patel and RFK are out within the next thirty days.”
Dec 5, 2025 · Politics · Checkable · by Jan 4, 2026
“My prediction is the following. Hag Seth Patel and RFK are out within the next thirty days.”
Dec 5, 2025 · Politics · Checkable · by Jan 4, 2026
“My prediction is the following. Hag Seth Patel and RFK are out within the next thirty days.”
Dec 5, 2025 · Politics · Checkable · by Jan 4, 2026
“Etsy, Pinterest, Apple, Airbnb, PayPal, and HubSpot, I believe, and this is my prediction, along with a raft of other information age darlings, are gonna announce thousand to 10,000 to 15,000 person layoffs in the next ninety days.”
Oct 31, 2025 · Tech · Checkable · by Jan 29, 2026
“I'm going for a non person. I'm going for an organ... I'm betting on an organization as opposed to a person.”
Oct 10, 2025 · Politics · Checkable · by Oct 11, 2025
“I think the Republicans are going to come up with something that gives the Democrats the ability to say... To claim victory here.”
Oct 10, 2025 · Politics · Judgment call · by Nov 30, 2025 (inferred)
“And I think we're gonna see a titanic acquisition or merger from Netflix.”
Oct 3, 2025 · M&A · Judgment call · by Oct 3, 2026 (inferred)
“Well, the merger... The gangster merger of the ages would be the following. Netflix and Disney.”
Oct 3, 2025 · M&A · Checkable · by Oct 3, 2026 (inferred)
“So this is how this is how South Korea is gonna respond. LG, Samsung, Hyundai, they're gonna substantially curtail any plans for capital investment in The United States.”
Sep 12, 2025 · M&A · Judgment call · by Sep 12, 2026 (inferred)
“So the best performing stocks for the last quarter of the year are about to be European defense stocks because of these drones that Putin sent into Polish airspace.”
Sep 12, 2025 · Markets · Checkable · by Dec 31, 2025
Only if: The Supreme Court upholds the ruling that Trump's tariffs are illegal and the Trump administration signals it will roll the tariffs back.
“my prediction, if the Supreme Court holds it up and the Trump administration signals they're gonna roll some of these ridiculous tariffs back and we're gonna accrete overnight one to one and a half percent additional GDP growth, watch the market scrape.”
Sep 5, 2025 · Markets · Conditional · Judgment call · by Sep 5, 2026 (inferred)
“I think Figma is what I'll call the first great company to go public in 2025, and I think it's going to be seen as one of the better IPOs of the year.”
Aug 1, 2025 · Markets · Judgment call · by Dec 31, 2025
“We are going to have an anthropic Netflix joint venture that will compete with TikTok.”
Jun 27, 2025 · Tech · Checkable · by Jun 27, 2026 (inferred)
“I think Reed Hastings, now on the board of Anthropic, is going to announce within twelve months that he is partnering with Anthropic, who, by the way, is looking for big, big deals to take some oxygen away from the number one OpenAI, and that Netflix and Anthropic are gonna announce a TikTok like competitor that slices and dices the fattest long tail of content in history, and that is the Netflix library of which 99% probably gets 1% viewership.”
Jun 24, 2025 · Tech · Checkable · by Jun 24, 2026
“I think Reed Hastings, now on the board of Anthropic, is going to announce within twelve months that he is partnering with Anthropic, who, by the way, is looking for big, big deals to take some oxygen away from the number one OpenAI, and that Netflix and Anthropic are gonna announce a TikTok like competitor that slices and dices the fattest long tail of content in history, and that is the Netflix library of which 99% probably gets 1% viewership.”
Jun 24, 2025 · Tech · Checkable · by Jun 24, 2026
“This thing this thing will be written down by... Let me be clear. Iconic legendary designer, maybe even worth, like, a $100,000,000, which means a $6,400,000,000 write down.”
Jun 13, 2025 · M&A · Judgment call · by Jun 13, 2026 (inferred)
“you are going to see Trump back down on the steel tariffs when he starts to recognize and gets calls from the many more people than the small union or the small number of employees benefiting from the increase in these tariffs.”
Jun 6, 2025 · Politics · Checkable · by Jun 6, 2026 (inferred)
“my prediction is Cleveland Cliffs and Steel Dynamics give up all the gains as evidenced by what has taken place with the taco trade thus far in 2025.”
Jun 6, 2025 · Markets · Checkable · by Jun 6, 2026 (inferred)
“my prediction is the Interesting. The brand you haven't heard of as of 05/01/2025 is gonna be ubiquitous in the investment and consumer landscape by the end of the year, and that is project Cooper, which is a $10,000,000,000 satellite effort from the good folks at Amazon.”
May 2, 2025 · Tech · Judgment call · by Dec 31, 2025
“I think you're right. I think there's gonna be... I think Tesla is going to be folded in to another an AI company merged.”
Apr 25, 2025 · M&A · Checkable · by Apr 25, 2026 (inferred)
“Someone someone in the Fortune five hundred is gonna come out and say this is bullshit.”
Apr 18, 2025 · Politics · Judgment call · by May 2, 2025
“I also believe, and I've said this before, it could inspire a dramatic upward spiral in the economy through the technology spillover and the stimulus of increased military spending and greater coordination and cutting the red tape, and we're already seeing that in the stock market.”
Mar 18, 2025 · Markets · Judgment call · by Mar 18, 2026 (inferred)
“Well, that's that is my prediction, and that is it... There's not gonna be a breakup. I think that, essentially, people keep asking us, as Anderson did last night, when does the relationship end? I don't think the relationship ends with a bang. I think he just sorts... I think must just fades to black.”
Mar 14, 2025 · Politics · Judgment call · by Dec 31, 2025 (inferred)
“Anyways, there won't be a press there won't be a press announcement, but watch. In thirty or sixty days, Doja is gonna be surprisingly, like, not in the news.”
Mar 14, 2025 · Politics · Judgment call · by May 13, 2025
“I think the straw that's gonna break his camel's... The camel's back here is when people start canceling contracts at, Starlink, and he says, wow. I'm actually losing money doing this. And I think that is about to happen.”
Feb 28, 2025 · Markets · Judgment call · by Aug 31, 2025 (inferred)
“Tesla stock continue to go down.”
Feb 28, 2025 · Markets · Checkable · by Dec 31, 2025 (inferred)
“Tesla stock is gonna be 200 in the next six months.”
Feb 14, 2025 · Markets · Checkable · by Aug 14, 2025
“I do think that the infrastructure in the LLM layer is about to shed tens of billions of dollars as people realize the moats aren't as big as they thought.”
Feb 7, 2025 · Tech · Judgment call · by Feb 7, 2026 (inferred)
“So my prediction is there's an entire layer of companies and pharmaceuticals in the consumer sector that had allocated a $102,105 $100,000,000 for CapEx for the cost or OpEx for the cost of AI that they were gonna have to spend to rent these models to develop new drugs, come up with a better itinerary for your air... Airbnb stay, that all of a sudden are gonna decide, wow. We're gonna be able to get all of the great taste of AI with a lot less calories, a lot less OpEx. And you're gonna see a bunch of companies that were setting aside a ton of reserves because they thought this was gonna be a lot more expensive than it's gonna be, recognize, take those reserves back, and it'll juice their bottom line.”
Jan 31, 2025 · Markets · Judgment call · by Jan 31, 2026 (inferred)
“I think there's an entire layer of companies that just got great news that their CapEx on AI could be 30, 50, 80% less than they'd originally anticipated.”
Jan 31, 2025 · Markets · Judgment call · by Jan 31, 2026 (inferred)
“I think in the next ninety days, Oracle is gonna outperform, its peers.”
Jan 24, 2025 · Markets · Judgment call · by Apr 24, 2025
“the cost of a washing machine or a garage door is up 40 or 60%. And that month, you see a bump up in CPI, and the tenure goes fucking crazy.”
Jan 17, 2025 · Markets · Judgment call · by Apr 17, 2025 (inferred)
“And that month, you see a bump up in CPI, and the tenure goes fucking crazy.”
Jan 17, 2025 · Markets · Checkable · by Apr 17, 2025 (inferred)
“the AI company of 2025 is gonna be meta.”
Jan 10, 2025 · Tech · Judgment call · by Dec 31, 2025
“We're gonna be responsible for probably two thirds plus of the gross domestic product growth next year.”
Jan 3, 2025 · Markets · Checkable · by Dec 31, 2025
Only if: If IBM benefits from an AI-driven boost ('AI zhuzh or pixie dust') to its business or valuation
“IBM's got a p of 33. If you got any sort of that AI zhuzh or pixie dust, this stock could double or triple.”
Jan 3, 2025 · Markets · Conditional · Checkable · by Dec 31, 2025 (inferred)
“podcast revenue in 2025 is gonna grow faster, granted off a small base, than Meta or Alphabet or Amazon. It's gonna be up 20 plus percent.”
Jan 3, 2025 · Media · Checkable · by Dec 31, 2025
“So IPO of the year, I think it's gonna be... And it's gonna be an interesting one because it's probably gonna have a London exchange. Shein, these asset light models...”
Jan 3, 2025 · M&A · Checkable · by Dec 31, 2025 (inferred)
“And next year, it's gonna pass Walmart to be the biggest apparel retailer in the world, and it's going public on the London exchange.”
Jan 3, 2025 · Markets · Checkable · by Dec 31, 2025
“And my favorite two targets are Target and Intel.”
Jan 3, 2025 · M&A · Checkable · by Dec 31, 2025 (inferred)
“I think that you're gonna see a strike, another strike, but I think it's gonna be by the world's top football players.”
Dec 6, 2024 · Other · Checkable · by Dec 6, 2025 (inferred)
“And I think a decent target, if you will, right now is now Target. Walmart reported great earnings, Target terrible earnings. Walmart's now trading at, I think, 33 or 34 times earnings, and Target is trading at 12. It's not doing really well.”
Nov 22, 2024 · M&A · Checkable · by Dec 31, 2025 (inferred)
“these tariffs are not gonna happen at nearly the scale that, Trump is threatening because you're gonna see, given that Trump is a lame duck president, given that a lot of Republicans do have a business background, and I do think a lot of them understand economics, are gonna decide to go out on a limb and say, if you wanna increase the price of 88% of the toys under the Christmas tree by 60%, I am not down with that, and I have concerns.”
Nov 15, 2024 · Politics · Judgment call · by Dec 31, 2025 (inferred)
“I don't even think this is... I'm predicting, Kara, that it's not just a win for Harris. It's a decisive win.”
Nov 5, 2024 · Politics · Judgment call · by Nov 6, 2024 (inferred)
“I think vice president Harris is gonna win the election.”
Nov 1, 2024 · Politics · Checkable · by Nov 5, 2024 (inferred)
“All of these add up to vice president Harris being nominated, and elected for our president.”
Oct 25, 2024 · Politics · Checkable · by Nov 6, 2024 (inferred)
“Will either be below 10 or above 80. This thing has become a... Literally, the tail of the whip on the prospects of Donald Trump recapturing the White House. The most volatile stock over the next few weeks is gonna be Donald Trump media, which attempts to absorb a million points of light and guess as to whether he's gonna be in the White House. This is gonna... This thing, 30 now. It's gonna be below 10 or above 80 within three weeks.”
Oct 18, 2024 · Markets · Either/or · Checkable · by Nov 10, 2024
“I wouldn't be surprised if he is doing covered calls against his 80,000,000 shares.”
Oct 11, 2024 · Markets · Judgment call · by Oct 11, 2025 (inferred)
“My prediction is we are at a category three hurricane of misinformation. It's about to go in the next three weeks to categories five and six.”
Oct 11, 2024 · Media · Judgment call · by Nov 1, 2024
“my prediction is that gaming and casino companies and rehab clinics, which which by the are being rolled up by private equity arm and Novo Nordisk and GLP one drugs are all gonna boom.”
Sep 27, 2024 · Markets · Judgment call · by Sep 27, 2025 (inferred)
“My prediction, gaming, rehab clinics, Novo Nordisk that produces GLP one, which has been shown to be effective against these types of addictions, are gonna skyrocket, and it's gonna be nothing but a transfer of wealth from government who has to cover those bankruptcies, cover those hospitals, and families are gonna pay an extraordinary price.”
Sep 27, 2024 · Other · Judgment call · by Sep 27, 2025 (inferred)
“My prediction, gaming, rehab clinics, Novo Nordisk that produces GLP one, which has been shown to be effective against these types of addictions, are gonna skyrocket, and it's gonna be nothing but a transfer of wealth from government who has to cover those bankruptcies, cover those hospitals, and families are gonna pay an extraordinary price.”
Sep 27, 2024 · Markets · Checkable · by Sep 27, 2025 (inferred)
“I think chances are he's gonna do better than people think.”
Sep 10, 2024 · Politics · Judgment call · by Sep 10, 2024
“John Goodman? Yeah. I was thinking that. John Goodman.”
Aug 9, 2024 · Media · Checkable · by Dec 31, 2024 (inferred)
“Well, so I thought the prediction was gonna be around VP, and I'm I'm picking Shapiro.”
Aug 2, 2024 · Politics · Checkable · by Aug 31, 2024 (inferred)
“The the other prediction I'm making, I'm just thinking about it because we didn't get to it, is I think we've hit sort of peak tweeting of... Or peak the founder tweeting of funds.”
Aug 2, 2024 · Markets · Judgment call · by Aug 2, 2025 (inferred)
Only if: Kamala Harris's electoral prospects/polling improve
“exactly right.”
Jul 26, 2024 · Markets · Conditional · Judgment call · by Nov 5, 2024 (inferred)
“but I can't help but think people are gonna start to write articles on how bad will a Harris administration be for Tesla, and I think that's gonna impact the stock.”
Jul 26, 2024 · Markets · Judgment call · by Nov 5, 2024 (inferred)
“My prediction is it's gonna go down to less than 30 because I think the pick... I think Biden's gonna step down, and the prospect of Trump being reelected is gonna go down. And as a result, Donald Trump media, which has become a proxy for the likelihood he gets elected, is going to dip below 30.”
Jul 19, 2024 · Markets · Checkable · by Jul 26, 2024 (inferred)
Only if: Trump wins the White House (the 2024 presidential election)
“But also, if Trump wins the White House, it's likely or might because there's a nonzero probability that he will find something that traditionally would have been illegal, that he might demand that the Pentagon or that every government employee have a... An account on true true social. I mean, I just wouldn't put it past the guy.”
Jul 19, 2024 · Politics · Conditional · Judgment call · by Jul 19, 2025 (inferred)
“my prediction is in the next ninety days, somebody is gonna file a 13 d and say, hi. We're here, and we're concerned at Nike.”
Jul 12, 2024 · Markets · Checkable · by Oct 10, 2024
“For 2025, and I'm not committing to this, but I'm just starting to marinate in the die... Data. I think the technology of the year is gonna be, SpaceX's Starlink.”
Jun 28, 2024 · Tech · Checkable · by Dec 31, 2025
“the biggest IPO of 2024 is going to happen on the LSE from Shein, the company that's gone up in 30,000,000,000 to $42,000,000,000”
Jun 21, 2024 · Markets · Checkable · by Dec 31, 2024
“Next year, it'll probably be $60,000,000,000”
Jun 21, 2024 · Markets · Checkable · by Dec 31, 2025
“It'll probably be the biggest apparel company in the world that's growing that fast and is that profitable.”
Jun 21, 2024 · Markets · Judgment call · by Dec 31, 2025 (inferred)
“the biggest IPO of 2025 will be SpaceX on the new Texas exchange.”
Jun 21, 2024 · Markets · Checkable · by Dec 31, 2025
“the LSE is no longer going to be seen as the exchange of last choice. It's going to be something where cool companies go public.”
Jun 21, 2024 · Markets · Judgment call · by Jun 21, 2025
“Just when people, analysts do their do their homework, they're gonna realize, here we go again. It's gonna be another ten or twenty billion dollars a year in free cash flow to Apple.”
Jun 14, 2024 · Tech · Judgment call · by Jun 14, 2026
“But I think you're gonna see a mini boom in some smaller media companies such as Gannett or Yahoo or or scale companies when the marketplace recognizes they're in now in a position to command a new source of revenue that's very, very high margin. I think there's an investment opportunity here.”
May 24, 2024 · Markets · Judgment call · by May 24, 2025 (inferred)
“The other thing that we're not talking about and it's unfortunate, is whoever RFK junior pulls the most votes from is probably going to lose.”
May 10, 2024 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“Bukaya Saka, I believe will be man of the match in the finals between Germany and England.”
May 10, 2024 · Other · Checkable · by Jul 14, 2024 (inferred)
“I'm sorry. I believe England's gonna win.”
May 10, 2024 · Other · Checkable · by Jul 14, 2024 (inferred)
“My prediction is that we're gonna find out that there's a reason that the tents in encampment at NYU were the same tents at Columbia and other schools. There is a Outsiders. Oh, this... There's some serious coordination and funding going on here, and I don't think we're gonna like who's coordinating and funding these things.”
May 3, 2024 · Politics · Judgment call · by May 3, 2025 (inferred)
“And the the reason they will come to the table and figure out an accommodation is that on the American side, a lot of people love TikTok, and there are a lot of very influential American organizations, including General Atlantic Partners and Sequoia Capital, who have tens, if not hundreds of billions on the line here.”
Apr 26, 2024 · Politics · Checkable · by Apr 26, 2025
“And my prediction is that within the next sixty days, it's a single digit stock.”
Apr 19, 2024 · Markets · Checkable · by Jun 18, 2024
“I also think there's an outside chance this thing goes to 2 or $3 a share that it lose 90% from here.”
Apr 19, 2024 · Markets · Checkable · by Jun 18, 2024
“Despite the fact they have actually outperformed the S and P and had a great year, I still think they're gonna continue to outperform, and they're gonna surprise to the upside this week.”
Apr 12, 2024 · Markets · Checkable · by Jul 12, 2024 (inferred)
“I think that Alphabet is gonna be the best performing big tech stock,”
Feb 27, 2024 · Markets · Checkable · by Feb 27, 2025 (inferred)
“I think it's gonna attract an activist investor in the next thirty to sixty days.”
Feb 27, 2024 · Markets · Checkable · by Apr 27, 2024
“I think Taylor Swift could be a seminal force in the election with a turnout to vote.”
Feb 16, 2024 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“I think John Stewart is gonna play an enormous role in the election and in the discourse over the next, nine months.”
Feb 16, 2024 · Politics · Judgment call · by Nov 16, 2024
“He'll play a much bigger role than Rachel Maddow because moderates put up a screen when they see Rachel.”
Feb 16, 2024 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“This election is gonna be decided by 50 to a 100,000 kind of exurban soccer moms in three or four states.”
Feb 16, 2024 · Politics · Judgment call · by Nov 5, 2024 (inferred)
Only if: Taylor Swift tells young people to vote
“I I think a lot of younger people are gonna turn out that ordinarily wouldn't turn out if Taylor Swift tells them to.”
Feb 16, 2024 · Politics · Conditional · Judgment call · by Nov 5, 2024 (inferred)
“Trump's gonna go after him and start attacking him because he's gonna realize he's starting to hurt him when he just highlights the truth every week.”
Feb 16, 2024 · Politics · Checkable · by Nov 5, 2024 (inferred)
“Anyways, I just think and this is a prediction, and granted any disclosure, I own the stock but I think you're going to see a monster earnings call tonight from Airbnb that's going to surprise everyone to the upside.”
Feb 13, 2024 · Markets · Checkable · by Feb 13, 2024
“I think sooner rather than later, we're gonna find out that we have been, subjects of what is one of the most elegant, insidious, and obvious in hindsight, propaganda attacks by the CCP.”
Jan 26, 2024 · Politics · Judgment call · by Jan 26, 2025 (inferred)
“Yeah. One of my predictions from my 2024 deck is that housing is gonna boom, not price.”
Jan 23, 2024 · Markets · Checkable · by Dec 31, 2024
“I think we're gonna see an absolute boom in sales volume end of the year.”
Jan 23, 2024 · Markets · Checkable · by Dec 31, 2024
“I don't know if this deal will happen, but Paramount will not be an independent company by the end of the year.”
Jan 8, 2024 · M&A · Checkable · by Dec 31, 2024
“basically it's going to come down to three players. It's going to be Netflix. It's going to be Warner Bros. Discovery. And it's going to be probably the biggest niche player will be Disney, which will own Family.”
Jan 8, 2024 · M&A · Judgment call · by Dec 31, 2025 (inferred)
Only if: If Warner Bros. Discovery and Paramount merge
“And together, they will hold on to 90% of the combined revenues, and they'll be able to cut costs by 20%.”
Jan 8, 2024 · M&A · Conditional · Judgment call · by Dec 31, 2025 (inferred)
Only if: If Warner Bros. Discovery and Paramount merge
“And together, they will hold on to 90% of the combined revenues, and they'll be able to cut costs by 20%.”
Jan 8, 2024 · M&A · Conditional · Judgment call · by Dec 31, 2025 (inferred)
“But I don't think it'll go into bankruptcy. Elon Musk has so much money with an impending IPO of Starlink, he would be able to make these interest payments in his sleep.”
Dec 19, 2023 · Markets · Checkable · by Dec 31, 2024 (inferred)
“Anyway, I don't think this will be as big an issue because the companies that are biggest in this are so heavily scrutinized and have so much capital that they will be able to put these server farms or whatever they're gonna need near hydro facilities. I think this will be the greenest consumption of incremental power. I I think these companies will get that right.”
Dec 19, 2023 · Tech · Judgment call · by Dec 31, 2024 (inferred)
“I think that the Kingdom Of Saudi Arabia and Israel are gonna normalize relations, and I'd like to think that peace and prosperity have a... Are gonna have a second chance or new newfound vigor as the two largest economies normalize relations.”
Dec 19, 2023 · Politics · Checkable · by Dec 31, 2024 (inferred)
“I believe that the world's largest tax cut in history is about to take place in 2024 as The US and China and Chinese relationship... Relations thaw. I think there's gonna be a new bear hug.”
Dec 19, 2023 · Politics · Judgment call · by Dec 31, 2024
“A massive amount of disinformation from AI in Q one and Q two, said this before around the election.”
Dec 19, 2023 · Politics · Judgment call · by Jun 30, 2024
“And I think travel stocks are ranging from Expedia to... I don't know what's another... Airbnb, by the way, I'm a holder in Airbnb, not in Expedia, are going to boom. I think the travel industry is going boom.”
Dec 19, 2023 · Markets · Checkable · by Dec 31, 2024 (inferred)
“And this year, my tech, big tech stock pick is Alphabet.”
Dec 15, 2023 · Markets · Checkable · by Dec 31, 2024
“The second prediction is I think by... And I get the timing wrong. By the end of twenty four, the end of twenty five, Musk is gonna lose control of Twitter. He's either gonna sell it or be forced to sell it.”
Dec 15, 2023 · Tech · Checkable · by Dec 31, 2025
“I think there's a there's a non zero probability now that that he's violated the terms of service of the App Store of Apple.”
Dec 15, 2023 · Tech · Judgment call · by Dec 15, 2024 (inferred)
“I think he's gonna have shareholder lawsuits from investors at Twitter.”
Dec 15, 2023 · Tech · Checkable · by Dec 15, 2024 (inferred)
“Anyway, so I think Alphabet is the best big tech performer in 2024.”
Dec 15, 2023 · Markets · Checkable · by Dec 31, 2024
“I would bet that they've seen $1 to $5,000,000,000 in commitments just go away.”
Dec 8, 2023 · Other · Judgment call · by Dec 8, 2024 (inferred)
“My prediction is that the ultimate iron dome for Israel is formed in twelve to twenty four months, and that will be the normalization of relations between the kingdom and Israel.”
Nov 17, 2023 · Politics · Checkable · by Nov 17, 2025
“I think their lead is gonna be rooted in education, but they're gonna show videos of people interrupting math classes at MIT. They're gonna show these protests at elite universities, and they're going to juxtapose that with kind of thirties protests of pro Hitler protests. I think they're going to basically try and attach the elite, the far left universities with being just out of control in terms of their... What they will say is an inability to push back”
Nov 14, 2023 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“campuses are in a state of turmoil right now, and some of them are losing... I mean, they might wake up next year and see their fundraising down by 60%.”
Nov 14, 2023 · Other · Judgment call · by Dec 31, 2024 (inferred)
“I think we're gonna see a narrative and some evidence that these GLP one drugs that reduce your cravings, the people on these drugs are actually consuming less social media. I don't know if it's the twenty eighty rule, but there is a a cohort of people that are on social media 24 by seven. And whether it's porn, whether it's Instagram, whether it's it's it's TikTok or Twitter, it is an addiction. And that is it gets in the way of the rest of your life. And I think we're gonna find that people on these drugs reduce their social media consumption among other addictions, and I wonder how the market is gonna react to that.”
Nov 3, 2023 · Other · Judgment call · by Nov 3, 2024 (inferred)
“So activist investor in the next thirty to ninety days at Warner Brothers Discovery.”
Oct 17, 2023 · M&A · Checkable · by Jan 15, 2024
“there's 40 to 60% of upside here in the next twelve months with probably 10 to 20% downside.”
Oct 17, 2023 · Markets · Judgment call · by Oct 17, 2024
“I think you're gonna see these companies hemorrhage market capitalization over the next twelve months.”
Oct 6, 2023 · Markets · Judgment call · by Oct 6, 2024
“Go ahead. You're you're in as well the UAW strike one. The former or the latter has reason to be solved. They've handled it well.”
Sep 19, 2023 · Other · Checkable · by Oct 19, 2023 (inferred)
“So where were the predictions? Like, the UAW, they're at $40. The bid ask is 20 and $40. They'll end up probably in the high twenties. That's where they should be. So that's gonna end.”
Sep 19, 2023 · Other · Checkable · by Sep 19, 2024 (inferred)
“Yeah, they'll follow along. These unions... But the people who actually work at the unions are probably realize that they have overplayed their hand, and they're about to get kicked out of the game if they... I just... All of a sudden, everyone, all at once, their incentives are aligning to solve this strike. So what's gone on a hundred and twenty days isn't gonna go on more than another thirty.”
Sep 19, 2023 · Media · Checkable · by Oct 19, 2023
“I think we're about to see the mother of all AI generated misinformation Lollapalooza in Q1 or Q2 of next year as Putin realizes the fastest blue line path to victory in Ukraine is to get Trump reelected, and they'll start generating enormously damaging images and deepfakes and videos and content that's been AI tested that depositions Biden and Harris.”
Sep 15, 2023 · Politics · Judgment call · by Jun 30, 2024
“And then all the big tech firms will cash their check, and come November 5, they'll decide that they should have taken more action and wring their hands and say, we're sorry. We need to do better in 2028.”
Sep 15, 2023 · Tech · Judgment call · by Dec 15, 2024
“Pivot listeners put Will Hurd over the top of his 40,000 because they all went to heardforamerica.com and gave at least $1.”
Aug 11, 2023 · Politics · Judgment call · by Aug 23, 2023 (inferred)
“the twenty twenty four NBA champions are my San Antonio Spurs”
Aug 11, 2023 · Other · Checkable · by Jun 30, 2024
“Well, I referenced it earlier in the show. I think something happens with Snap.”
Jul 28, 2023 · M&A · Checkable · by Jul 28, 2024 (inferred)
“And I think you have a set of players that would love to have those 400,000,000 users, and then you have a set of legacy players, and the one that strikes me, Disney from a brand fit, need, after they get through the cost cutting, need something to inspire growth.”
Jul 28, 2023 · M&A · Judgment call · by Jul 28, 2024 (inferred)
“I think president Trump is not gonna run for president under yeah. The Under the auspices of a plea deal.”
Jul 21, 2023 · Politics · Checkable · by Nov 5, 2024 (inferred)
“And if you look at those five states, if you look at the issues in the map, Biden beats Trump easily, Easily.”
Jul 21, 2023 · Politics · Checkable · by Nov 5, 2024 (inferred)
“Oh, the back half of the year is going to be IPO.”
Jul 18, 2023 · Markets · Checkable · by Dec 31, 2023
“But I think the big winners, the biggest creators of shareholder value and stakeholder value in AI will be a small number of tech companies and then a bunch of consumer companies that leverage AI. And this is the first one.”
Jul 18, 2023 · Markets · Judgment call · by Jul 18, 2025 (inferred)
“I think president Trump is not gonna run for president under the ausp... Yeah. Under the auspices of a plea deal.”
Jul 14, 2023 · Politics · Checkable · by Nov 5, 2024 (inferred)
“I actually think governor Christie is gonna surpass DeSantis and be the number two, but I don't think I don't think it'll matter.”
Jul 14, 2023 · Politics · Checkable · by Mar 5, 2024 (inferred)
“I think once the third indictment... I think this... The laws specifically around these state secrets, I think that he has... Him running for president and the momentum he has is real leverage and power, and I think he's gonna cash that leverage and power in for a plea deal that includes no jail time.”
Jul 14, 2023 · Politics · Checkable · by Nov 5, 2024 (inferred)
“my prediction is round one of the cage match between Musk and Zuckerberg. Zuckerberg is is kicking the shit out of Musk, specifically via threads.”
Jul 7, 2023 · Tech · Judgment call · by Aug 10, 2023 (inferred)
“My prediction, again, in five weeks, there's more users on threads than there was in the first five years of Twitter. And round one of this cage match goes to the Zuck.”
Jul 7, 2023 · Tech · Checkable · by Aug 10, 2023
“So my prediction is the IPO market is gonna come roaring back in Q3 and Q4. The VIX, which is sort of a fear gauge, is at a multi year low below 20. There's a ton of money on the sidelines. A lot of companies that were sort of pre IPO have used the last two years to kind of get in fighting shape and cut some costs.”
Jun 30, 2023 · Markets · Checkable · by Dec 31, 2023
“So mine are... My... I have two that are really boring. The first is Jay Monahan. I love the term that someone used for Chris Licht that he'd lost the room.”
Jun 9, 2023 · Other · Checkable · by Jun 9, 2024 (inferred)
“Yeah. I think that he's gone.”
Jun 9, 2023 · Other · Checkable · by Jun 9, 2024 (inferred)
“Anyways... And then I think the political hot potato that's about to emerge in the presidential race, especially on the Republican side as they go after Biden, is, the listening station and facility that the Chinese are building in Cuba. Oh. That's gonna be a big deal.”
Jun 9, 2023 · Politics · Judgment call · by Nov 5, 2024 (inferred)
Only if: whether Donald Trump is elected U.S. president in November 2024
“Because the shortest path to victory in Ukraine for Russia is very simple. If Trump is elected, they win the war. If Trump is not elected, they're gonna lose this war. It comes... It's that simple.”
Jun 2, 2023 · Politics · Conditional · Judgment call · by Nov 5, 2025 (inferred)
“You're about to see the mother of all AI generated misinformation around this election.”
Jun 2, 2023 · Politics · Judgment call · by Nov 5, 2024
“And this goes to my prediction. She is pushing a rock up a hill that is gonna get bigger and heavier every day. She will be blamed for not restoring the ad revenue that he has recklessly alienated. And she will be... She will leave or be fired within twelve months.”
May 26, 2023 · Tech · Checkable · by May 26, 2024
“the studios are gonna slowly but surely, quietly, they are going to break their backs. And this is gonna end really poorly for the writers.”
May 19, 2023 · Media · Judgment call · by Dec 31, 2023 (inferred)
“they're gonna do nothing. And then when a bunch of the the riders that are gonna be replaced by AI anyways start thinking, I can't pay my rent and start putting pressure on the union to settle,”
May 19, 2023 · Media · Judgment call · by Dec 31, 2023 (inferred)
“the union's gonna end up with a worse deal than they had going into this thing.”
May 19, 2023 · Media · Judgment call · by Dec 31, 2023 (inferred)
“my prediction is that 2024 is going to be the year of AI driven health care startups because I don't think there's any industry that is more ripe to be disrupted than the industry that's growing faster than inflation.”
May 12, 2023 · Tech · Judgment call · by Dec 31, 2024
“I think you're gonna see AI's first kind of really fertile ground or real chaos that's going to start in terms of a reshuffling of stakeholder value is going to be in health care. And that's everything from helping you find or diagnose stuff, develop treatment plans. I mean, you think about virologists or pathologists and what AI could do or radiologists, I mean, you're gonna see massive disruption.”
May 12, 2023 · Tech · Judgment call · by Dec 31, 2024 (inferred)
“So I think we're going to see a massive increase or even a removal of the cap of FDIC insurance.”
May 5, 2023 · Politics · Checkable · by May 5, 2024 (inferred)
“And I think we're gonna find out in three months, thirty six months, is there are a lot of short sellers who created... Who could weaponize media, given new media platforms in the speed and the circulation of catastrophizing media that weaponize these platforms for financial incentive to take these...”
May 5, 2023 · Markets · Judgment call · by May 5, 2026
“And then my final prediction is I think, senator Feinstein is gonna resign in the next couple of weeks.”
May 5, 2023 · Politics · Checkable · by May 19, 2023
“And he'll say to Tucker, look, I claim it's worth $20,000,000,000 I'll give you 1% of it. That's $200,000,000, and I want you to start a daily thirty or sixty minute show on Twitter.”
Apr 28, 2023 · Media · Judgment call · by Apr 28, 2024 (inferred)
“But 100% Dan and Tucker and Elon will structure an interesting deal for them”
Apr 28, 2023 · Media · Judgment call · by Apr 28, 2024 (inferred)
“I think, Kara, in the next kinda... Within sixty or ninety days, we're gonna see some fairly prominent Democratic elected officials announce that they are running for president.”
Apr 21, 2023 · Politics · Checkable · by Jul 20, 2023
“Well, he's clearly running. Yeah. I mean, just hasn't announced. He does... You you don't you don't spend money. You don't spend donors' monies to go into to other states and talk about freedom unless you're running for president.”
Apr 21, 2023 · Politics · Checkable · by Nov 5, 2024 (inferred)
Only if: one prominent Democrat announces a 2024 presidential run
“But, anyways, I think you're gonna see one person, and then you know what? Three or four are gonna are gonna pile in and say Speak it should be an open primary.”
Apr 21, 2023 · Politics · Conditional · Judgment call · by Jul 20, 2023 (inferred)
“My first is that Chelsea will beat Austin Via on Sunday.”
Mar 31, 2023 · Other · Checkable · by Apr 2, 2023
“Alibaba and Chinese internet stocks are going to continue their tear because the chill the chill has been lifted.”
Mar 31, 2023 · Markets · Judgment call · by Mar 31, 2024 (inferred)
“We're about to see a regression to the mean for Chinese Internet stocks, a continued regression of the mean where they accelerate, and Alibaba will probably lead the pack.”
Mar 31, 2023 · Markets · Judgment call · by Mar 31, 2024 (inferred)
“Wait till the earnings call, the next earnings call when Jamie Dimon says, we took in more capital that we can now loan out at a higher interest rate than we pay than we were expecting for the next three to five years, and we did it in three to five days.”
Mar 17, 2023 · Markets · Judgment call · by Apr 30, 2023 (inferred)
“I think by the end of the year, I just think this thing, you start to never hear about it.”
Mar 10, 2023 · M&A · Judgment call · by Dec 31, 2023
“Anyways, my prediction, the thing... Sanity at some point creeps in, and they go, the thing just dies a very quiet death.”
Mar 10, 2023 · M&A · Judgment call · by Mar 10, 2024 (inferred)
“So I I think there's gonna be a fairly significant punitive award to Dominion.”
Mar 3, 2023 · Media · Checkable · by Mar 3, 2024 (inferred)
“They are probably gonna get a billion dollar plus fine here.”
Mar 3, 2023 · Media · Checkable · by Mar 3, 2024 (inferred)
“In my opinion, my prediction is it's gonna be a large... Not only a large monetary award, punitive award, but you're gonna see some board members rightfully be kicked out of the board here.”
Mar 3, 2023 · Media · Checkable · by Mar 3, 2024 (inferred)
“Because I think we're building up pressure here. I think the spring is being wound, and I think by Q3, Q4, we're going to see the IPO”
Feb 17, 2023 · Markets · Judgment call · by Dec 31, 2023
“I I used to think that Disney was gonna buy the rest of Hulu. I think they're actually gonna sell it.”
Feb 10, 2023 · M&A · Checkable · by Feb 10, 2024 (inferred)
“They're gonna keep Discovery Plus a separate entity. And I think what that means is they're keeping it distinct such that they can sell it.”
Feb 10, 2023 · M&A · Checkable · by Feb 10, 2024 (inferred)
“It looks like we're growing again. The markets appear to love this. It looks like Chairman Powell has done his job and might be able to slow the increase in interest rates or even saying by end of the year, maybe beginning of next year, he might actually bring interest rates down.”
Feb 3, 2023 · Markets · Checkable · by Mar 31, 2024
“the the market share that Bing is gonna get in the ninety days after it launches like a ChatGPT inspired or driven product.”
Jan 27, 2023 · Tech · Checkable · by May 27, 2023 (inferred)
“Disney's gonna appoint Nelson Peltz to their board.”
Jan 20, 2023 · M&A · Checkable · by Feb 19, 2023
“In the next thirty days, Nelson Peltz goes on the board of Disney.”
Jan 20, 2023 · M&A · Checkable · by Feb 19, 2023
“I think TikTok is gonna be in the next trillion dollar company.”
Jan 18, 2023 · Tech · Judgment call · by Jan 18, 2025 (inferred)
“But I did find one company and this is my prediction. The biggest tech IPO in The EU, probably won't be in '23, it'll be in '24, is a German company. Does anyone wanna guess? And I I might not be right, but this is my prediction. The biggest tech IPO in The EU will be a German company. Salonis.”
Jan 13, 2023 · Markets · Checkable · by Dec 31, 2024
“And this is a prediction I have for 2023, do a predictions tag. You're gonna see revenue growth decline in big tech and they're gonna have the most profitable quarters in history because they're looking at Twitter and go, if he can do this with 75% less people, can't we do what we're doing with 20%”
Jan 13, 2023 · Tech · Judgment call · by Dec 31, 2023
“We're gonna see chaos and consolidation. Yeah. We're gonna see consolidation of the subscale. Everyone from from AMC Networks to Lyft are gonna be acquired.”
Dec 20, 2022 · M&A · Checkable · by Dec 31, 2023 (inferred)
“We're gonna see chaos and consolidation. Yeah. We're gonna see consolidation of the subscale. Everyone from from AMC Networks to Lyft are gonna be acquired.”
Dec 20, 2022 · M&A · Checkable · by Dec 31, 2023 (inferred)
“Chinese Internet sector. I think Chinese Internet stocks are gonna... Are a great bargain right now. A basket of Chinese e commerce stocks that are traded a fraction of what their American peers trade at.”
Dec 20, 2022 · Markets · Checkable · by Dec 31, 2023 (inferred)
“I think in my long shot acquisition here, I think Disney could acquire Roblox.”
Dec 9, 2022 · M&A · Checkable · by Dec 9, 2023 (inferred)
“I I think Bezos is gonna come back to Amazon as CEO.”
Nov 18, 2022 · M&A · Checkable · by Nov 18, 2024 (inferred)
Only if: Amazon's stock falls another 10-15% from its current level
“And so just think the moons are lining up for him to do a Howard Schultz. And if the stock's off another 10, 15%, I think he'll come back in for one to three years.”
Nov 18, 2022 · M&A · Conditional · Judgment call · by Nov 18, 2023 (inferred)
“Let me expand on Bezos will either come back or they'll spin AWS.”
Nov 18, 2022 · M&A · Either/or · Checkable · by Nov 18, 2024 (inferred)
“We're gonna find out in the next twelve months, that the fraud that has taken place behind the scenes with a lack of visibility and a lack of regulation around crypto is gonna be, second only to... I think it's gonna be greater.”
Nov 11, 2022 · Markets · Judgment call · by Nov 11, 2023
“I think you're gonna see the majority of these exchanges, including Coinbase, also including Binance, I think you're going see them go away or be severely impaired.”
Nov 11, 2022 · Markets · Judgment call · by Nov 11, 2023 (inferred)
“You're gonna see in the next three to six months a direct, credible new competitor to Twitter.”
Oct 28, 2022 · Tech · Judgment call · by Apr 28, 2023
“I believe that Senator Warnock and Mehmed Oz are gonna win their senate races.”
Oct 28, 2022 · Politics · Checkable · by Nov 8, 2022 (inferred)
“Laying off six of the 8,000 people at Twitter, of the 10,000 employees at Snap and Pinterest, within twelve months, I think 5,000 will be gone.”
Oct 25, 2022 · Tech · Checkable · by Oct 25, 2023
Only if: The Twitter acquisition deal closes.
“Within sixty seconds of closing, the world is gonna realize that this is the second worst acquisition in history.”
Oct 14, 2022 · M&A · Conditional · Judgment call · by Oct 28, 2022 (inferred)
“I think that Elon has screwed over so many people, and I think this 60 or 70% decline, on day one and the value of that asset means a lot of the equity players are probably gonna back out.”
Oct 7, 2022 · M&A · Checkable · by Dec 31, 2022 (inferred)
“But I think you're going to see the Commonwealth, if you will, or the monarchy lose substantial territories.”
Sep 23, 2022 · Politics · Judgment call · by Sep 23, 2024 (inferred)
“And I think the first entree to gather more data will be preventive care.”
Jul 26, 2022 · Tech · Judgment call · by Jul 26, 2024 (inferred)
“But I think the industry that is almost the ripest, so healthcare is the ripest industry in the world for disruption, but it's a $3,000,000,000,000 industry. And within that industry, the ripest of ripe for disruption will be the second place they will go, and that is insurance.”
Jul 26, 2022 · Tech · Judgment call · by Jul 26, 2024 (inferred)
“And if you ever meet somebody who's not that intelligent but likable and makes $500,000 a year, chances are they work in insurance. Is any industry that has a lot of golf, any industry that has a lot of like former fraternity rush chairman, if $0.45 on the dollar in insurance goes to profits and administration, they will, at some point in the next twenty four to thirty six months, you will walk in and Alexa will say”
Jul 26, 2022 · Tech · Checkable · by Jul 26, 2025
“I also believe that Chancellor McCormick is gonna make very short order of this Twitter case and just say, this is a contract. You signed it. You're a big boy. Pay up.”
Jul 22, 2022 · M&A · Checkable · by Jan 22, 2023 (inferred)
“And so my prediction is it just makes sense. The third domino to fall here, even though I believe it's also dual class shareholder,”
Jul 19, 2022 · M&A · Checkable · by Jul 19, 2023 (inferred)
Only if: The litigation/discovery process goes on long enough to force disclosure of such information.
“The other thing I think will be really interesting is I do think there were likely, and I think they're gonna have to disclose this if the case goes long enough. There were other suitors who wouldn't pay this price, but would say we'd be interested in talking”
Jul 12, 2022 · M&A · Conditional · Judgment call · by Jul 12, 2023 (inferred)
“Twitter right now is at about $40 a share, which is way off the supposed closing price of $54.20. It's gonna be in the twenties, in the next, I don't know, thirty to sixty days”
Jun 7, 2022 · Markets · Checkable · by Aug 6, 2022
“Buy now, pay later is the equivalent of the subprime crisis brewing for millennials and Gen z.”
May 10, 2022 · Markets · Judgment call · by May 10, 2023 (inferred)
“And I just think everyone's in this consensual hallucination that we can continue to avoid recessions forever.”
May 3, 2022 · Markets · Checkable · by May 3, 2023 (inferred)
“The current structure of discovery is not... Does not survive twenty four months.”
Apr 26, 2022 · Media · Judgment call · by Apr 26, 2024
“I think you're gonna see an activist come in when the stock hits”
Apr 26, 2022 · Markets · Checkable · by Apr 26, 2023 (inferred)
“Now the media firm that has the greatest assets in a single class of shares and is in play from day one, I. E. Now, is Warner. An activist shows up in the next twelve months with ideas on how to quote unquote add value minus all the ridiculous fucking Twitter polls.”
Apr 12, 2022 · M&A · Checkable · by Apr 12, 2023
“The stock's gonna go sideways because the takeout premium has been starched out,”
Apr 8, 2022 · Markets · Judgment call · by Oct 8, 2022 (inferred)
“and he's gonna get bored with it.”
Apr 8, 2022 · Tech · Judgment call · by Oct 8, 2022 (inferred)
“I'm actually bullish on NFTs.”
Apr 1, 2022 · Markets · Judgment call · by Apr 1, 2023 (inferred)
“So my prediction is that as we come to grips with what these little instances of normalizing violence are and the repercussions, we're going to realize that our society needs to absolutely reject this and redefine masculinity as that strength and power in advocating for others is one thing.”
Mar 29, 2022 · Media · Judgment call · by Mar 29, 2023 (inferred)
“But I think we're gonna... There's just so many stories about almost 4,000,000 Ukrainian refugees so far. Expect 10,000,000, you know, heroic efforts to survive and save others.”
Mar 29, 2022 · Politics · Checkable · by Sep 29, 2022 (inferred)
“my prediction is, and I was inspired by just comments earlier, I think we're gonna find out, Kara, in about Uh-huh. Three to six months Yeah. That in the last two weeks through, call call it the end of February and the middle of March, a bunch of distressed credit hedge funds and banks, including Goldman Sachs, that their best performing once in a kind of generation investment was buying distressed bonds from Russian companies.”
Mar 18, 2022 · Markets · Judgment call · by Sep 18, 2022
“I think an influencer is about... A really big influencer in social media, who's maybe Russian or maybe not, is about to become a billionaire.”
Mar 11, 2022 · Markets · Judgment call · by Mar 11, 2023 (inferred)
“Strikes me it's now become sort of a GoFundMe or a payments platform. And it just got me thinking that Airbnb is probably gonna evolve into the launch of credit cards, similar to the SBG credit card, where you get 2% credit on Airbnb stays.”
Mar 8, 2022 · Tech · Checkable · by Mar 8, 2023 (inferred)
“And everyone's in a race for super app, right? Uber's now doing food, ticket reservations, event reservations. Everyone's in a race for super app. And Airbnb's really elegant UI and design could push them into dating, into payments, into banking.”
Mar 8, 2022 · Tech · Judgment call · by Mar 8, 2023 (inferred)
“I feel like a restraining order is coming. That's my prediction. A restraining order.”
Mar 4, 2022 · Media · Checkable · by Mar 4, 2023 (inferred)
“Jeff Bezos is gonna buy the Denver broncos or another NFL team.”
Feb 25, 2022 · M&A · Either/or · Checkable · by Feb 25, 2023 (inferred)
“I think actually Twitter's gonna go to a FinTech, but anyways, or Salesforce.”
Feb 4, 2022 · M&A · Either/or · Checkable · by Feb 4, 2023 (inferred)
“someone will approach Stankey and take one or more assets out of it.”
Feb 4, 2022 · M&A · Checkable · by Aug 4, 2023
“we're about to see a tripling in real estate in a specific region. Any guess in 2022, we're gonna see a three to five X increase in the value of real estate in this neighborhood.”
Feb 4, 2022 · Markets · Checkable · by Dec 31, 2022
“So beginning of q two, we're gonna start to, I would say around the April or May, time frame, we're gonna start to get data Mhmm. Because Facebook's trying not to break out data around Oculus. But we're gonna get data that this thing is a giant flaming bag of shit.”
Jan 28, 2022 · Tech · Judgment call · by May 31, 2022
“And so I think my prediction is I just want to throw another one in the 70% off bin that it would be of real strategic value.”
Jan 21, 2022 · M&A · Judgment call · by Jan 21, 2023 (inferred)
“My prediction last year was they were gonna be a buyer or seller, but they topped out at about $500 a share. They're now at about one eighty.”
Jan 21, 2022 · M&A · Either/or · Checkable · by Jan 21, 2023 (inferred)
“And also, I think the acquirer that's gonna announce something big, I guess this is sort of a prediction one a, Comcast needs to do something.”
Jan 21, 2022 · M&A · Judgment call · by Jan 21, 2023 (inferred)
“In 2022, we're finally going to see an overdue discussion around big ed.”
Jan 14, 2022 · Other · Judgment call · by Dec 31, 2022
“It's probably gonna be PayPal again. You know, PayPal's interested.”
Jan 14, 2022 · M&A · Checkable · by Jan 14, 2023 (inferred)
“I think NFTs are actually more enduring than cryptocurrency because the new way you meet people is going to be online or even more so.”
Jan 7, 2022 · Markets · Judgment call · by Jan 7, 2023 (inferred)
“our means of signaling similar to Chanel handbags or Ferraris are going be NFTs.”
Jan 7, 2022 · Markets · Judgment call · by Jan 7, 2023 (inferred)
“I don't doubt that the metaverse is gonna kind of dominate the headlines as it relates to Facebook.”
Dec 14, 2021 · Media · Judgment call · by Dec 31, 2022 (inferred)
“Discovery plus as imagined will be broken up in its first year. It's not going to survive as an independent company.”
Dec 14, 2021 · M&A · Checkable · by Jun 1, 2023 (inferred)
“My prediction is Salesforce or a fintech company is gonna acquire Alright. Twitter by the end of two thousand and twenty two.”
Dec 10, 2021 · M&A · Either/or · Checkable · by Dec 31, 2022
“We were talking about CNN. I think that within twelve months the new discovery is it plus as it's envisioned is going to be either broken up or taken over.”
Dec 3, 2021 · M&A · Either/or · Checkable · by Dec 3, 2022
“going to be an offer for Twitter because all this bullshit with Jack and Elliot kind of ossified the company or put it into a period of stasis. Now that they have a new relatively owned CEO from internally, the stock's down,”
Dec 3, 2021 · M&A · Checkable · by Mar 3, 2022
“Apple has filed a patent for a camera to go into the base of your AirPods, your AirPod Maxes. And I think the next shoe to drop in the metaverse is in the next three months. And I think Tim Cook is cooking this up and it just... Is just loving this. Yeah. I think Apple is gonna show up and say, okay, playtime is over. The metaverse is here. It's called the App Store.”
Nov 19, 2021 · Tech · Checkable · by Feb 19, 2022
“Anyways, metaverse, big thud. Appleverse is gonna surprise to the upside.”
Nov 19, 2021 · Tech · Judgment call · by Nov 19, 2022 (inferred)
“2022 is gonna be the the year of staggering M and A all in the pursuit of a super app.”
Nov 12, 2021 · M&A · Judgment call · by Dec 31, 2022
“I think Jack Dorsey is gonna see God over the next two months clean up a ton of accounts, show shitty earnings and growth, puke on himself, the stock will go down to 40,”
Nov 12, 2021 · Tech · Checkable · by Jan 12, 2022
“and then Square is gonna acquire Twitter and try and become a Tencent.”
Nov 12, 2021 · M&A · Checkable · by Dec 31, 2022 (inferred)
“Frances Haugen is absolutely going to be person of the year,”
Oct 29, 2021 · Media · Checkable · by Dec 31, 2021
“But this is gonna put Snap and Twitter in play.”
Oct 22, 2021 · M&A · Judgment call · by Oct 22, 2022 (inferred)
“You're going to see some pretty serious deal making I think in the next six to twelve months. I think Square taking out Twitter is pretty obvious but I think Shopify shows up and does something.”
Oct 22, 2021 · M&A · Checkable · by Oct 22, 2022
“I think Apple and Amazon are about to like meet in a dark alley over healthcare and start going at each other.”
Oct 15, 2021 · Tech · Judgment call · by Oct 15, 2022 (inferred)
“I think Apple and Amazon are both gonna be like, that's, they're gonna be both the fastest growing healthcare companies in the world over $1,000,000,000.”
Oct 15, 2021 · Tech · Judgment call · by Oct 15, 2022 (inferred)
“You know what I think? I I actually think there is gonna be a pert block.”
Oct 8, 2021 · Politics · Checkable · by Oct 8, 2023 (inferred)
“And a lot of these fitness apps that have gotten some traction are, in my opinion, just going to be run over.”
Oct 1, 2021 · Tech · Judgment call · by Oct 1, 2022 (inferred)
“And that is it's estimated that by the end of the year, get this, America, we are supposedly going to waste or destroy 100 to two fifty million doses of vaccine, enough vaccine to probably vaccinate three or four Central and Latin American countries.”
Oct 1, 2021 · Politics · Checkable · by Dec 31, 2021
“I think both Biden and DeSantis are probably... Are gonna see... Are are gonna get... Quite frankly, are gonna benefit from this... Those... Both those decisions.”
Oct 1, 2021 · Politics · Judgment call · by Oct 1, 2022 (inferred)
“I think either the case, the antitrust case in Texas, which has criminal remedies, is going to be federalized.”
Sep 24, 2021 · Politics · Checkable · by Sep 24, 2022 (inferred)
“I think in the next ninety to one hundred and eighty days, we're gonna see, criminal charges, filed against someone or the corporation of Facebook.”
Sep 24, 2021 · Politics · Either/or · Checkable · by Mar 23, 2022
“You're gonna have six or seven of the top 10 schools from a brand equity standpoint, not be these people posing as Hermes. It's gonna be great public universities that every year try and expand their admissions.”
Sep 10, 2021 · Other · Checkable · by Sep 10, 2022 (inferred)
“In three years, SpaceX is worth more than Tesla.”
Sep 10, 2021 · Markets · Checkable · by Sep 10, 2024
“Vaccine passports, mandatory proof of vaccination, public transportation to work for the government.”
Jul 31, 2021 · Politics · Checkable · by Jul 31, 2022 (inferred)
Only if: If mask mandates or lockdowns are reimposed or called for
“I mean, they will call for lockdowns. I think you're gonna see really poor compliance.”
Jul 31, 2021 · Politics · Conditional · Judgment call · by Jan 31, 2022 (inferred)
“But my prediction is within six months you're going to see a pivot. They're going start talking about point to point supersonic travel or space cargo.”
Jul 16, 2021 · Markets · Checkable · by Jan 16, 2022
“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.”
Jul 9, 2021 · Markets · Checkable · by Jul 9, 2022 (inferred)
“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,”
Jul 9, 2021 · Media · Checkable · by Jul 9, 2022 (inferred)
“We're gonna see new business formation go back to where it was in the Carter administration.”
Jul 2, 2021 · Markets · Judgment call · by Dec 31, 2021 (inferred)
“We're going to see more new business started in the second half of twenty twenty one in six months. Alright. Period in the last thirty or forty years.”
Jul 2, 2021 · Markets · Checkable · by Dec 31, 2021
“We're gonna see new search engines.”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2023 (inferred)
“There's gonna be more funding, more new startups, more m and a in the ad tech, social media, search, even computer hardware space in the next twenty four months,”
Jun 25, 2021 · M&A · Judgment call · by Jun 25, 2023
“And you know who I think started a really robust social network? Who? Peloton.”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2022 (inferred)
“The passion the passion and the demographic there and engagement, I think they could start a... Like, I think niche social media platforms are gonna start to emerge. And I think Peloton's gonna start”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2022 (inferred)
“You'll be working at CNN within a year. They're gonna throw up in earnings and the Roberts family is sitting there in the weeds waiting for that stock, that single class of share stocks with a $250,000,000,000 market cap, which Comcast has. New head of CNN politics, Chuck Todd. Within Oh. Within twenty four months, Comcast”
Jun 22, 2021 · Media · Checkable · by Jun 22, 2023
“I think we're headed into an era of higher interest rates in the last half of the year and we should track this.”
Jun 18, 2021 · Markets · Checkable · by Dec 31, 2021
“my prediction is that the markets end up lower by the end of the year”
Jun 18, 2021 · Markets · Checkable · by Dec 31, 2021
“we're gonna have extreme volatility in q three and q four with some, kind of four figure drops, in the Dow.”
Jun 18, 2021 · Markets · Checkable · by Dec 31, 2021
“Space travel is expensive and really dangerous.”
Jun 11, 2021 · Other · Judgment call · by Jun 11, 2022 (inferred)
“I think most likely they'll go after trusts.”
Jun 11, 2021 · Politics · Checkable · by Jun 11, 2023 (inferred)
“I think real estate taxes are probably a lot of those loopholes are gonna be closed.”
Jun 11, 2021 · Politics · Checkable · by Jun 11, 2023 (inferred)
“And I think there's going to be some sort of AMT on the top 1%.”
Jun 11, 2021 · Politics · Checkable · by Jun 11, 2023 (inferred)
“I think we're gonna see increased market share across the iOS subscription part of the world.”
Jun 4, 2021 · Tech · Judgment call · by Jun 4, 2022 (inferred)
“That has never happened in the history of business, and it is unsustainable.”
Jun 4, 2021 · Tech · Judgment call · by Jun 4, 2022 (inferred)
Only if: Other players in the search market capture 1% of the search market's revenue
“Subscription is such a superior business, and the marketplace values it in a multiple of revenues versus multiple of EBITDA, that if other players in search capture 1% of the revenue of the search market, they'll capture 10% of the market cap, which by the way is $160,000,000,000”
Jun 4, 2021 · Tech · Conditional · Judgment call · by Jun 4, 2022 (inferred)
“Tesla's stock will be cut in half, Kara. You heard it here.”
May 28, 2021 · Markets · Checkable · by May 28, 2022 (inferred)
“this company is gonna be put in play by Comcast or someone else who will come in and become a larger shareholder.”
May 28, 2021 · M&A · Either/or · Checkable · by Jun 30, 2023 (inferred)
Only if: the United States does not catch up and start going on the offense in manufacturing
“And my loss is that I think China has the opportunity to come, unfortunately, come out of this pandemic as a new global leader unless we catch up and start going on the offense in manufacturing.”
May 25, 2021 · Politics · Conditional · Judgment call · by May 25, 2022 (inferred)
“I think that Comcast saying to their bankers, well, what could we do? And he'll call Stankey and say, look, you have an obligation to consider this. He'll initially rebuff them and say, sorry, boss, your shareholders demand that you take a very hard look at this.”
May 21, 2021 · M&A · Judgment call · by May 21, 2022 (inferred)
“So in the next... I always get the timing wrong. I was going say the next seven days, I'll broaden it to the next thirty days. The SEC or regulatory agency is going to initiate action or announce scrutiny around market manipulation as it relates to cryptocurrencies. They may not even use Elon Musk's name, but it'll be clear who they're talking about.”
May 14, 2021 · Markets · Judgment call · by Jun 13, 2021
“What we also could see, because this individual is fearless and has shown an ability to create markets in crypto, we may see a Tesla coin or a Musk coin or a Musk backed or endorsed coin.”
May 14, 2021 · Markets · Checkable · by May 14, 2022 (inferred)
“Yahoo is the fourth most trafficked Internet site in the world. That's in it. Any competent management there, any vision, any reasonable owner there is gonna make that thing worth $10,000,000,000 in twelve months.”
May 4, 2021 · Markets · Checkable · by May 4, 2022
“Then and then another another company that was recently worth $5,000,000,000 Clubhouse is gonna be worth less than 1,000,000,000 within twelve months.”
May 4, 2021 · Markets · Checkable · by May 4, 2022
“it's up till May House and Senate committees and the SEC are all gonna freak out when they realize we now have one individual who can not only manipulate the markets or I don't know, pump the markets.”
Apr 30, 2021 · Markets · Judgment call · by May 31, 2021
“I think Val Demings, rep... Representative Demings, has kind of had her moment. I think she'll be the Democratic nominee for governor of Florida, which makes her a vice presidential candidate for the Democratic Party.”
Apr 23, 2021 · Politics · Checkable · by Nov 8, 2022 (inferred)
“I think she'll be the Democratic nominee for governor of Florida, which makes her a vice presidential candidate for the Democratic Party.”
Apr 23, 2021 · Politics · Checkable · by Aug 31, 2024 (inferred)
“I think it's 300 by the end of the year.”
Apr 16, 2021 · Markets · Checkable · by Dec 31, 2021
“And I think that Janet Yellen and some of the people in the administration are gonna recognize that this is an existential threat, and we're gonna see”
Apr 16, 2021 · Politics · Judgment call · by Apr 16, 2022 (inferred)
“LG's handset company was closed down. It's gonna be revived by a big tech platform.”
Apr 9, 2021 · M&A · Checkable · by Apr 9, 2022 (inferred)
“Facebook is the leader. Think Roku's the number two.”
Apr 9, 2021 · M&A · Either/or · Checkable · by Apr 9, 2022 (inferred)
“we're gonna see an intrastate tax treaty mandated at a federal level.”
Apr 9, 2021 · Politics · Checkable · by Apr 9, 2022 (inferred)
“But it... I don't think it's sustainable.”
Apr 9, 2021 · Politics · Judgment call · by Apr 9, 2022 (inferred)
“things like the real, I think other kind of tier two currencies are just going to get hammered.”
Apr 6, 2021 · Markets · Judgment call · by Apr 6, 2022 (inferred)
“You could see a market where the GDP goes up 8%, consumer spending is at all time high, and the market corrects 20%. Those could happen.”
Apr 6, 2021 · Markets · Judgment call · by Apr 6, 2022 (inferred)
“I think that my prediction is WeWork, shockingly enough, is going to overperform over the next twelve months.”
Apr 2, 2021 · Markets · Judgment call · by Apr 2, 2022
“my prediction is that just as no one had heard about Roblox four months ago and now everyone's talking about it, we're about to go through the same upward cycle of awareness and value creation just through perception around Coursera.”
Mar 12, 2021 · Markets · Judgment call · by Jun 1, 2021 (inferred)
Only if: Goldman Sachs gets serious about a subscription model or going vertical into distribution
“I think that my prediction is that one of the strongest brands in the world, actually I think it's the strongest brand in the services economy globally and has underperformed all of its peers the last five years and would see an increase of 50 to 70% if they got serious about subscription or going vertical, is Goldman Sachs.”
Feb 26, 2021 · Markets · Conditional · Judgment call · by Feb 26, 2022 (inferred)
“I think Goldman Sachs is gonna attract an activist in the next nine months or, and by the way, full disclosure, I work with Goldman.”
Feb 26, 2021 · Markets · Checkable · by Nov 26, 2021
“Goldman Sachs moves to subscription.”
Feb 26, 2021 · Markets · Checkable · by Feb 26, 2022 (inferred)
“I think space travel, I'm I'm... One of my other predictions is I think, space travel and all the excitement around space, I think it's a technology that's gonna end in tears for investors. I think it's expensive and dangerous.”
Feb 26, 2021 · Markets · Judgment call · by Feb 26, 2023 (inferred)
“I think he is going to announce something at Twitter around, around crypto, involving, like, your ability to start your own coin trading plan.”
Feb 19, 2021 · Tech · Checkable · by Apr 20, 2021 (inferred)
“But you're gonna see some big announcements from what I'll call old line, old economy companies around Bitcoin.”
Feb 19, 2021 · Markets · Judgment call · by Apr 20, 2021 (inferred)
“You're about to see a couple 100 companies try and cast themselves under the Bitcoin light and move part of their treasury to Bitcoin.”
Feb 16, 2021 · Markets · Judgment call · by Feb 16, 2022 (inferred)
“I actually am revising my prediction. I think Bitcoin's gonna hit 100,000.”
Feb 16, 2021 · Markets · Checkable · by Feb 16, 2022 (inferred)
Only if: Jack Dorsey makes an announcement involving Bitcoin within the next sixty days (by approximately April 17, 2021).
“I think Twitter's going to $100 on an announcement from Jack Dorsey involving Bitcoin in the next sixty days.”
Feb 16, 2021 · Markets · Conditional · Checkable · by Apr 17, 2021
“I think Twitter should and will acquire CNN.”
Feb 12, 2021 · M&A · Checkable · by Feb 12, 2022 (inferred)
“Supposedly they're going to get somewhere between 6 and 9,000,000,000.”
Feb 12, 2021 · M&A · Checkable · by Feb 12, 2022 (inferred)
“We're going see the SEC and FINRA weigh in here, but they'll weigh in on both sides and there'll be some sort of regulation or some sort of new guide rules, but it'll impact the existing players recognizing the new guys aren't doing anything different.”
Jan 29, 2021 · Markets · Judgment call · by Jan 29, 2022 (inferred)
“I think that consumer stocks and the consumer economy is gonna roar for the next twelve to twenty four months.”
Jan 15, 2021 · Markets · Judgment call · by Jan 15, 2023
“think we're going find a lot of those businesses that got PPP loans. We were just building peers, not bridges, to tomorrow.”
Jan 15, 2021 · Markets · Judgment call · by Jan 15, 2022 (inferred)
“A third of restaurants could go away.”
Jan 15, 2021 · Markets · Checkable · by Jan 15, 2022 (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.”
Dec 22, 2020 · Markets · Conditional · Checkable · 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”
Dec 22, 2020 · 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”
Dec 22, 2020 · Other · Checkable · by Dec 31, 2021
“and it's all gonna go to Amazon.”
Dec 22, 2020 · Other · Judgment call · by Dec 31, 2021
“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.”
Dec 22, 2020 · Media · Judgment call · by Dec 31, 2021 (inferred)
“I think they will decide to cash in on this market capitalization and either go on an acquisition binge or merge with another very large kind of old mainline company.”
Dec 18, 2020 · M&A · Either/or · Checkable · by Dec 31, 2021
“2021, Amazon tries to get out. They don't want to be the third dot on this line. I think they prophylactically do a spin.”
Dec 11, 2020 · M&A · Checkable · by Dec 31, 2021
“And the thing about froth is that by the time... When you start calling something frothy, that usually means it's gonna get even frothier for another twenty four months.”
Nov 27, 2020 · Markets · Judgment call · by Nov 27, 2022
“they are going to kill it in terms of revenues this quarter.”
Nov 20, 2020 · Media · Judgment call · by Dec 31, 2020
“So Amazon's up 20% in the next seven weeks till its next earnings call, it maybe hits 4,000.”
Nov 13, 2020 · Markets · Checkable · by Jan 1, 2021
“I think my prediction has always been that the civil unrest, the massive lawsuits, the post election, post results, agita, and I just don't think that's going to happen.”
Nov 6, 2020 · Politics · Judgment call · by Jan 20, 2021 (inferred)
“Think Georgia is going to be the really interesting end up being kind of the state, just as it was the blue wall in 'sixteen.”
Nov 6, 2020 · Politics · Judgment call · by Nov 10, 2020 (inferred)
“This election is over Tuesday night.”
Oct 30, 2020 · Politics · Judgment call · by Nov 3, 2020
“He is a keyboard coward. He's gonna lose all his support.”
Oct 30, 2020 · Politics · Judgment call · by Nov 3, 2020 (inferred)
“Republicans are gonna drop him like second period French when they see how badly he's gonna get his orange ass handed to him.”
Oct 30, 2020 · Politics · Judgment call · by Dec 31, 2020 (inferred)
“He's gonna get his ass handed to him.”
Oct 30, 2020 · Politics · Checkable · by Nov 3, 2020
“So I think between now and the end of the year, we're going to see two or three of the most volatile days in the history of the markets.”
Oct 23, 2020 · Markets · Judgment call · by Dec 31, 2020
“I think Airbnb could do $6,000,000,000 next year, be profitable, trade at 20 to 25,000,000,000 and be worth $100 to $150,000,000,000”
Oct 16, 2020 · Markets · Checkable · by Oct 16, 2021 (inferred)
“I think Airbnb could do $6,000,000,000 next year, be profitable, trade at 20 to 25,000,000,000 and be worth $100 to $150,000,000,000”
Oct 16, 2020 · Markets · Checkable · by Dec 31, 2021
“The most exciting IPO or the most exciting, I don't even call it public offering of 2021 is gonna be Amazon spinning AWS.”
Oct 9, 2020 · Markets · Checkable · by Dec 31, 2021
“I just think AW... I've said one of my predictions is 2025, the most valuable company in the world is AWS.”
Oct 9, 2020 · Markets · Checkable · by Dec 31, 2025
Only if: Joe Biden wins the 2020 U.S. presidential election
“I think my prediction is, based on the calls I've received, that as we get closer and a Biden victory looks more likely, I think that Palantir stock is going to crash.”
Oct 2, 2020 · Markets · Conditional · Checkable · by Mar 1, 2021 (inferred)
Only if: If Walmart partners with TikTok to gather signal liquidity around consumer categories (e.g., starting with grocery)
“I think Walmart and TikTok could potentially, potentially introduce this new field that I'm calling ACOM, and that's algorithmic commerce.”
Sep 25, 2020 · Tech · Conditional · Judgment call · by Sep 25, 2021 (inferred)
“So anyway, Shopify, a dramatic acquisition no one is expecting by the end of the year.”
Sep 20, 2020 · M&A · Checkable · by Dec 31, 2020
“I wonder if CFIUS is gonna reject this deal.”
Sep 18, 2020 · Politics · Checkable · by Dec 18, 2020 (inferred)
“I think the markets get it right, similar to the fire door that got slammed shut on WeWork. I fire think door is going to slam shut again on Palantir.”
Sep 18, 2020 · Markets · Judgment call · by Dec 18, 2020 (inferred)
Only if: Palantir's direct listing is bid up by retail (Robinhood) traders
“If Palantir gets out and Robinhood traders just go, Oh, it's Palantir. It's got that weirdo Peter Thiel, who's also a crazy genius in terms of investor, and it gets bit up by kids in their basement, think that's going to be another signal that we are in for a massive scary correction.”
Sep 18, 2020 · Markets · Conditional · Judgment call · by Mar 18, 2021 (inferred)
Only if: The markets behave rationally ('do what they're supposed to do')
“If the markets do what they're supposed to do, I think the markets are going to get a taste of this thing and throw up all over the table and say, No, not here.”
Sep 18, 2020 · Markets · Conditional · Judgment call · by Dec 18, 2020 (inferred)
“Trillions of dollars in shareholder value being moved to the home. Connected Devices, Peloton, or Sonos acquired by the end of the year?”
Sep 13, 2020 · M&A · Either/or · Checkable · by Dec 31, 2020
“we're gonna lose I think 25,000 stores this year.”
Sep 4, 2020 · Markets · Checkable · by Dec 31, 2020
“China takes a medium sized company, not Apple, and says, okay. Not... I'm not even Starbucks. We've decided you need to sell to a Chinese company.”
Aug 30, 2020 · Politics · Judgment call · by Aug 30, 2021 (inferred)
“So somewhere between eight and eleven million households are about to receive a letter in the next seven to fourteen days.”
Jul 31, 2020 · Other · Judgment call · by Aug 14, 2020
“Monday is a big day for representative Val Butler, Demings, Florida's 10th District. She's being considered, as you know, as a potential Veep, and this is kinda... This is probably gonna be the first time that America is sort of introduced to her.”
Jul 24, 2020 · Politics · Judgment call · by Jul 27, 2020
“But I think you're gonna see, some very interesting m and a activity over the next six to twelve months from Tesla as an acquirer.”
Jul 24, 2020 · M&A · Checkable · by Jul 24, 2021
“He might actually might keep a low profile because of this ethics investigation.”
Jul 24, 2020 · Politics · Judgment call · by Jul 27, 2020
“For Bezos, if bay... For for for Zuckerberg, Bezos, and then what I'll call the other two, it'll be fire, fellatio, stay the fuck out of the way. It'll be... They'll go after they'll go after Zuckerberg. They'll get their knee pads out for Bezos, and the other two guys will say, just just don't say anything. Let those guys go at it. We're just here to look nice.”
Jul 24, 2020 · Politics · Judgment call · by Jul 27, 2020
“I think Netflix goes over at, in after hours today, breaches $600 a share, and becomes more valuable than Comcast, AT and T, and Disney.”
Jul 17, 2020 · Markets · Checkable · by Jul 16, 2020
“I think Netflix goes over at, in after hours today, breaches $600 a share, and becomes more valuable than Comcast, AT and T, and Disney.”
Jul 17, 2020 · Markets · Checkable · by Jul 16, 2020
“This notion that, forty eight hours before the actual voting booths open, we will not allow political ads.”
Jul 14, 2020 · Tech · Checkable · by Nov 3, 2020 (inferred)
“I think we're gonna find out over time that Instagram has been the direct cause and also the concerted effort of the folks at Instagram to make it addictive has resulted in a lot of the the skyrocketing levels of self harm and suicide among teen girls.”
Jun 19, 2020 · Media · Judgment call · by Jun 19, 2021 (inferred)
“I think and I'm hoping assuming I can get stock at a reasonable rate. I think the IPO of lemonade might be the best performing stock of the quarter or it's registered the biggest pop.”
Jun 19, 2020 · Markets · Either/or · Checkable · by Sep 30, 2020
“In the next sixty days, there is a frightening declaration of border skirmish that's gonna turn out to all all out war. Either Apple is gonna take advantage of their access to the consumer and the fact that they own the rails and introduce a more a more direct competitor to Google. Because right now, they make about 6 or $7,000,000,000 in free cash flow by having Google be their default search. Yeah. They could buy DuckDuckGo and start offering their own search.”
Jun 12, 2020 · Tech · Checkable · by Aug 11, 2020
Only if: Twitter does not quickly move to offer a paid subscription service targeting wealthier users
“Or you could see if Twitter doesn't bust a move quickly and take advantage of their opportunity to go after basically wealthier blue state cohorts and offer a subscription service, I think the opportunity is for LinkedIn to start a microblogging platform that is more clean, more pure, more... Starts professional, but moves to media.”
Jun 12, 2020 · Tech · Conditional · Checkable · by Aug 11, 2020
“The IPO class of the last half of twenty twenty in the first quarter of twenty twenty one will be the best performing IPO class of the last decade.”
Jun 5, 2020 · Markets · Judgment call · by Mar 31, 2021
“And as a result of the real economy getting hit hard, there are a lot of companies that were kind of lining up for direct listings or IPOs that aren't going to get out.”
Jun 5, 2020 · Markets · Judgment call · by Jun 5, 2021 (inferred)
“I think we're gonna have a vaccine later than everyone would like to think. I think these things are hard. I hope it happens really fast.”
May 29, 2020 · Other · Judgment call · by May 29, 2021 (inferred)
“And it's gonna be about a moment or a week of hand wringing whether we use it, and then we will use it.”
May 29, 2020 · Politics · Judgment call · by May 29, 2021 (inferred)
“But the vaccine's coming out of China.”
May 29, 2020 · Politics · Checkable · by May 29, 2021 (inferred)
“what is absolutely going to be the biggest boost to profitability amongst big tech over the next five years? This work from home movement.”
May 26, 2020 · Tech · Judgment call · by May 26, 2025
“I wouldn't be surprised if Shopify shows up and becomes a competitive bidder for JCP enney's or one of our Oh. One or more retailers?”
May 22, 2020 · M&A · Either/or · Checkable · by Aug 20, 2020 (inferred)
“So in the next ninety days, we're gonna see a very interesting acquisition.”
May 22, 2020 · M&A · Checkable · by Aug 20, 2020
“Yeah, well your instincts are right on. I think there's gonna be news very soon that involves Yelp, BuzzFeed, potentially our employer Vox. These are smart people that right now don't have the scale.”
May 15, 2020 · M&A · Checkable · by Aug 13, 2020
“I think the NASDAQ gets cut 30%.”
May 12, 2020 · Markets · Checkable · by May 12, 2021
“We're gonna test new lows in terms of the markets.”
May 12, 2020 · Markets · Checkable · by May 12, 2021
“The gap could probably go out of business, which is is staggering to feel.”
May 5, 2020 · Markets · Checkable · by May 5, 2021 (inferred)
“I don't wanna be a grave dancer and send stocks down, but most of the department stores, especially retail apparel.”
May 5, 2020 · Markets · Checkable · by May 5, 2021 (inferred)
“I think Quibi probably gets sold in the next six months, and it'll be a it'll be a mercy killing. It'll get sold for sold for a dollar to somebody.”
May 5, 2020 · M&A · Checkable · by Nov 5, 2020
“They not only acquire AMC or iPic, they acquire Xbox handsets so they can... Or they require Roku.”
May 1, 2020 · M&A · Either/or · Checkable · by May 1, 2022 (inferred)
“within twelve to twenty four months, you and me or anybody else are going to be able to watch the next installment of Star Wars for $250 at home seven days before it comes out in the theaters.”
May 1, 2020 · Media · Checkable · by May 1, 2022
“We're gonna see big tech go from 24% of the S and P by the end of the year to 28 to 30”
May 1, 2020 · Markets · Checkable · by Dec 31, 2020
“as the market wakes up from its consensual hallucination and absolutely throws up and tests new lows in the next ninety days.”
May 1, 2020 · Markets · Checkable · by Jul 30, 2020
“Sonos is gonna be acquired.”
May 1, 2020 · M&A · Checkable · by May 1, 2021 (inferred)
“I think Zoom stock is going to get cut in half in the next one hundred and eighty days.”
Apr 28, 2020 · Markets · Checkable · by Oct 25, 2020
“this is going to be the mother of all gap years across America and probably across Europe too, as people recognize that $68,000 tuition at a university is hard as a jagged little pill to swallow that's been washed down by certification and a four year experience.”
Apr 28, 2020 · Other · Judgment call · by Dec 31, 2020 (inferred)
“my second prediction is that the Indian market is going to outperform almost every market over the next nine months because there's gonna be a frenzy of activity and also scrutiny.”
Apr 24, 2020 · Markets · Checkable · by Jan 24, 2021
“you're about to see gap years, taking a year off between You're high school and about to see that increase two to 3000% this fall.”
Apr 17, 2020 · Other · Judgment call · by Dec 1, 2020
“My prediction is by the end of twenty twenty, Amazon is the first $2,000,000,000,000 market capitalization company.”
Apr 17, 2020 · Markets · Checkable · by Dec 31, 2020
“Their recovery will in fact be a V shape, whereas the recovery for every other media company is gonna look like a chair. It's going to be an L, and then it's going to go down again.”
Apr 17, 2020 · Markets · Judgment call · by Apr 17, 2021 (inferred)
“I think Fox News is gonna be sold under the financial strain of lawsuits.”
Mar 31, 2020 · Media · Judgment call · by Mar 31, 2021 (inferred)
“And I believe courts will listen and entertain the notion that it has been that it has been absolutely damaging to national health.”
Mar 31, 2020 · Media · Judgment call · by Mar 31, 2021 (inferred)
“I think what happened to the cigarette companies in the eighties is about to happen to News Corp, and that's my fail.”
Mar 31, 2020 · Media · Judgment call · by Mar 31, 2021 (inferred)
“This is a head fake, Kara. We're gonna test new lows.”
Mar 27, 2020 · Markets · Checkable · by Apr 26, 2020
“I think China come... The Chinese brand, I mean, to a certain extent, despite the fact that Trump is calling it the China virus, I think China's brand, if you will, actually comes out of this stronger because I think they have dealt with the situation in a very aggressive, effective means, and it looks like China is kind of almost returning to a certain level of normalcy.”
Mar 20, 2020 · Politics · Judgment call · by Sep 20, 2020 (inferred)
“within thirty days now it's twenty seven days. The part time CEO from Africa is going to step down.”
Mar 6, 2020 · Tech · Checkable · by Apr 2, 2020
Only if: More than one million people are diagnosed with coronavirus in the United States
“If over a million people are diagnosed with the coronavirus in The US, and I'm praying that doesn't happen, Nikki Haley is gonna be vice president.”
Feb 28, 2020 · Politics · Conditional · Checkable · by Nov 3, 2020 (inferred)
“Pence is being set up as a fall guy.”
Feb 28, 2020 · Politics · Judgment call · by Dec 31, 2020 (inferred)
“remember when I predicted several months ago that Facebook would be banned from a country? I think Facebook is gonna be banned from India.”
Feb 14, 2020 · Politics · Checkable · by Feb 14, 2022 (inferred)
“I think in the next two to five years, Tesla launches a coin.”
Feb 7, 2020 · Markets · Checkable · by Feb 7, 2025
“Bernie's got momentum. He does.”
Feb 4, 2020 · Politics · Judgment call · by Mar 3, 2020 (inferred)
“Uber Eats is no more.”
Jan 31, 2020 · M&A · Checkable · by Jan 31, 2021 (inferred)
“So I don't think they double down. I think they get out.”
Jan 31, 2020 · M&A · Checkable · by Jan 31, 2021 (inferred)
“So making some stock next week is earnings. We're gonna see Uber shit the bed its stock off five to 10% within forty eight hours of their earnings release.”
Jan 24, 2020 · Markets · Checkable · by Feb 10, 2020 (inferred)
“And we're gonna see Facebook announce monster earnings at an all time high off the back of Instagram commerce.”
Jan 24, 2020 · Markets · Checkable · by Feb 1, 2020 (inferred)
“They will begin to downplay Uber Eats as they will either exit that business or sell it to Grubhub as it's, it makes ride hailing look like a good business and ride hailing is a shitty business.”
Jan 24, 2020 · M&A · Either/or · Checkable · by Jan 24, 2021 (inferred)
“But I still think that company FedEx likely gets acquired.”
Jan 17, 2020 · M&A · Checkable · by Dec 31, 2020 (inferred)
“Hulu is gonna go away.”
Jan 17, 2020 · Media · Checkable · by Dec 31, 2020 (inferred)
“You're going to see oh, Apple goes up 20 to 30% in the next six months on the back of their announcement around a recurring revenue bundle, which they are lining up all the assets to do.”
Jan 17, 2020 · Markets · Checkable · by Jul 17, 2020
“Roku is a key component in going vertical. So they will either acquire a content company or be acquired by a content company. The likely candidate is Disney.”
Jan 17, 2020 · M&A · Either/or · Checkable · by Dec 31, 2020 (inferred)
“Spotify is declining at the hands of a monopoly. Monopoly is Apple and Amazon, so they'll soon decide to sell.”
Jan 17, 2020 · M&A · Checkable · by Jul 17, 2020 (inferred)
“you're gonna see the stocks take a basket of Zscaler, Palo Alto Networks, and Cloudflare, none of which I have a position in. They're gonna be up 20 to 30% this year as these cyber attacks committed by governments and bad actors that are emboldened by our shit for brains catastrophic geopolitical decision called the White House. And you're gonna see the stocks of cybersecurity companies go up 20 to 30% in the next six to nine”
Jan 10, 2020 · Markets · Checkable · by Oct 10, 2020
“my prediction for 2020 that we're gonna see another 20% or 30% increase in the market capitalization of Big Tech.”
Dec 27, 2019 · Markets · Checkable · by Dec 31, 2020
“So my prediction is that FedEx is acquired in two thousand and twenty or twenty one, that effectively you have an incredible company with incredible assets that's now been featured and is becoming part of the stack.”
Dec 20, 2019 · M&A · Checkable · by Dec 31, 2021
“So first off, FedEx is gonna... Its value is gonna get cut in half.”
Dec 20, 2019 · Markets · Checkable · by Dec 20, 2020 (inferred)
Only if: Roku's market value keeps growing
“I don't know who Roku will be acquired by, but actually my prediction is Roku, if their value keeps growing, is gonna is gonna be a man bites dog and acquire an old economy or an old media company because they're becoming so valuable or they'll be acquired.”
Dec 20, 2019 · M&A · Conditional · Judgment call · by Dec 20, 2020 (inferred)
“But something is gonna happen with FedEx in the next twelve months. First thing is its value is gonna decline, and they're either gonna need to go out and make a Bet the Ranch acquisition, or they will be acquired.”
Dec 20, 2019 · M&A · Either/or · Checkable · by Dec 20, 2020
“And I think over the next twelve months, you're gonna see Disney probably grab some market capitalization from Netflix.”
Nov 29, 2019 · Media · Judgment call · by Nov 29, 2020
“But Netflix is either... Netflix at some point in the next twenty four months will be vertical either through being acquired or through an acquisition”
Nov 29, 2019 · M&A · Either/or · Checkable · by Nov 29, 2021
“They could get acquired by Netflix Netflix. Or potentially Disney that need distribution, or they, if their stock keeps going up, will use their currency to go acquire a content company. But Roku is gonna be in the news either as a as a seminal acquirer or acquisition”
Nov 22, 2019 · M&A · Either/or · Checkable · by Dec 31, 2020 (inferred)
“Uber's gotten taken to the woodshed, massively overvalued, the lockup came off, it's gotten hammered, it's still gonna continue to go down.”
Nov 8, 2019 · Markets · Checkable · by May 8, 2020 (inferred)
“I think we're gonna see... We've talked about this. Private market unicorns cut by 30 to 60% and public market stuff is already getting taken to the woodshed.”
Nov 8, 2019 · Markets · Judgment call · by Nov 8, 2020 (inferred)
“100%. Okay. Cover bankruptcy. That's Q four q four next year, q one or q two of twenty twenty one.”
Nov 8, 2019 · M&A · Checkable · by Jun 30, 2021
“Well, Uber doesn't go to zero. There's real value there. But I think my prediction is I think Uber gets cut 20% to 40% in the next thirty, sixty days as the artificially low float goes away and the lockup comes off.”
Nov 1, 2019 · Markets · Checkable · by Jan 1, 2020
“And people realize this company is not worth more than Ford. It's a nice company worth 10,000,000,000 to $20,000,000,000 not $55,000,000,000”
Nov 1, 2019 · Markets · Judgment call · by Nov 1, 2020 (inferred)
“You have, you have 50 points of share between, Bernie Sanders and, Joe Biden. And I think that that is all gonna go somewhere else in the next sixty days.”
Oct 25, 2019 · Politics · Judgment call · by Dec 24, 2019
“So we should revisit that because I think he's gonna give up a lot of share.”
Oct 25, 2019 · Politics · Judgment call · by Dec 24, 2019 (inferred)
“But I just don't see how this thing doesn't involve a bankruptcy.”
Oct 18, 2019 · Markets · Checkable · by Oct 18, 2020 (inferred)
“Every unicorn worth over $1,000,000,000 now that's a private company, and I think we can add them up and I'll do this and I'll publish it on my blog, is gonna be cut in half next year.”
Oct 11, 2019 · Markets · Checkable · by Dec 31, 2020
“In the next sixty days, we have a bankruptcy at WE.”
Oct 4, 2019 · M&A · Checkable · by Dec 3, 2019
“Peloton is probably gonna get pelted, kind of the... It's a great company. It's it's wildly overvalued.”
Oct 4, 2019 · Markets · Judgment call · by Oct 4, 2020 (inferred)
“That thing's off that thing's off 50 to 80% in the next twenty four months because they've gotta maintain the growth story,”
Oct 4, 2019 · Markets · Checkable · by Oct 4, 2021
“I think it's gonna be off 10 to 30% in the next six months and hold.”
Sep 27, 2019 · Markets · Checkable · by Mar 27, 2020
“Uber Uber, Lyft, Tesla, Beyond Meat, all down 20 to 80% in 2020.”
Sep 13, 2019 · Markets · Checkable · by Dec 31, 2020
“Is within the next six to twelve months, Spotify comes out with a piece of hardware for streaming for music.”
Aug 23, 2019 · Tech · Checkable · by Aug 23, 2020
“So, my prediction is, we talked about Beyond Meat getting cut in half, and I got a bunch of crap on Twitter for always being Debbie So, I think RealReal is gonna do really well this year.”
Aug 9, 2019 · Markets · Judgment call · by Dec 31, 2019
“by the end of two thousand nineteen, we're gonna see a spin, a large spin of a company that will be one of the 20, if not one of the 10 most valuable companies in the world.”
Jul 26, 2019 · M&A · Checkable · by Dec 31, 2019
“I think the stock goes to continues is up another 20% by the end of the year.”
Jul 19, 2019 · Markets · Checkable · by Dec 31, 2019
“I think that the stock that is gonna continue to rise is Zoom. I think Zoom has got all the the network effects, the explosive growth, and the recurring revenue that's required to become kind of a $2,300,000,000,000 company.”
Jul 19, 2019 · Markets · Judgment call · by Jul 19, 2020 (inferred)
“And I don't think that Joe Biden... The third term of Obama is gonna have a ton of appeal.”
Jul 5, 2019 · Politics · Judgment call · by Jan 5, 2020 (inferred)
“I think that their combined share of 50 or 60 points is gonna decline 20 or 30 points,”
Jul 5, 2019 · Politics · Checkable · by Jan 5, 2020 (inferred)
“I'm very bullish on both Slack and Zoom. So look to them to perform well over the next twelve months.”
Jun 21, 2019 · Markets · Judgment call · by Jun 21, 2020
“Lyft could literally go away.”
Jun 14, 2019 · Markets · Judgment call · by Jun 14, 2020 (inferred)
“I think if you were to buy all four of those stocks, I think they're up between 1020% in the next six months as the markets start to realize that spins are going to be amazing for shareholders.”
Jun 14, 2019 · Markets · Checkable · by Dec 14, 2019
“I think it's within... I'm always early. I think it's within twelve months. Think it'll be within twelve months.”
Jun 14, 2019 · Tech · Checkable · by Jun 14, 2020
“Take Facebook, Google, and Amazon. You're about to see a 30 to $100,000,000,000 increase in market cap over the last... Next ninety days as analysts begin doing a hard serious analysis of a breakup and a sum of the parts analysis, which is actually greater in terms of valuation than they are now. So the market's got it wrong. Look at these stocks to go up somewhere between 512% over the next ninety days.”
Jun 7, 2019 · Markets · Checkable · by Sep 5, 2019
“Tesla. Sub $100 talks about acquire... Or going... Or actually going private. Mhmm. And it won't be a $420 a share.”
May 24, 2019 · Markets · Checkable · by May 24, 2020 (inferred)
Only if: Uber executes perfectly
“if this company executes perfectly, it might be worth 20, maybe $25,000,000,000, which by the way, is about 60% less than it's trading today.”
May 17, 2019 · Markets · Conditional · Judgment call · by May 17, 2020 (inferred)
“I think this all this all goes one direction, and that is you know who's going out of business is the Nasdaq and the NYSE.”
May 17, 2019 · Markets · Checkable · by May 17, 2020 (inferred)
“my prediction around Uber in terms of the stock is gonna be meh. I think this thing is being perfectly manicured and measured to a small pop and that's about it and I think it'll hold steady.”
May 10, 2019 · Markets · Judgment call · by Jun 10, 2019 (inferred)
“This will be the Goldilocks IPO. It'll do what it's supposed to do. It'll get a a decent but not a crazy pop, nothing like Beyond Meat, and it'll actually hold.”
May 10, 2019 · Markets · Judgment call · by Jun 10, 2019 (inferred)
“I think Spotify is getting into acquisition territory.”
May 3, 2019 · M&A · Checkable · by May 3, 2020 (inferred)
“And then the other company that I think there's a chance might get acquired before they go out is Slack.”
May 3, 2019 · M&A · Checkable · by Jul 1, 2019 (inferred)
“his board is so clearly out to lunch that they don't realize the SEC is about to make this market manipulation exhibit b. This board is asleep at the switch and is gonna cost shareholders huge when it becomes clear there's no truth, there's no veracity of this statement, and the SEC is about to go gangster on this guy.”
Apr 26, 2019 · Markets · Checkable · by Apr 26, 2020 (inferred)
“my big prediction is that by the end of this year, a Facebook executive is detained and arrested, and it's on foreign soil.”
Apr 26, 2019 · Tech · Checkable · by Dec 31, 2019
Only if: Facebook announces an initiative with Instagram that involves some sort of pins or boards
“But if Facebook announced an initiative with Instagram that involves some sort of pins or boards, I don't think Pinterest gets out.”
Apr 19, 2019 · Tech · Conditional · Judgment call · by Jul 19, 2019 (inferred)
“Jaime Lann... The Lannister is going to kill Cersei. You heard it here, Kara.”
Apr 19, 2019 · Media · Checkable · by May 19, 2019 (inferred)
“my first prediction is that ageism and sexism is about to take serious hold in the Democratic primary field. Mhmm. We're about to see the poll numbers for Biden and Sanders plummet.”
Apr 12, 2019 · Politics · Checkable · by Dec 31, 2019 (inferred)
“Ageism and sexism over the next thirty days. The front runners in thirty days are young white males from the Democratic Party.”
Apr 12, 2019 · Politics · Checkable · by May 12, 2019
“Well, think Biden's done. Here's the thing. Every time we boot a president out of office after only four years, it's to really pivot much differently. And we're not going to replace one old guy with another old guy. We're just not going”
Apr 12, 2019 · Politics · Checkable · by Aug 1, 2020 (inferred)
“I think Tesla is really about to come undone because going back to the... Going back to your conversation around talent, you know, the team of the best players wins, and every player is leaving Tesla. And despite the fact we think he's one of our new Jesus Christ, agency... Or excuse me. Greatness is accomplished in the agency of others, and all the others are leaving Tesla. And that's a very negative forward looking indicator.”
Apr 5, 2019 · Markets · Judgment call · by Apr 5, 2020 (inferred)
“So prediction? Amazon stock up 50% on the back of the Jedi mind trick they're about to perform on the most inefficient, most disruptable industry in the world right now, and that is the $3,500,000,000,000 healthcare industry.”
Apr 5, 2019 · Markets · Judgment call · by Apr 5, 2020 (inferred)
“Lyft pops to 100. Supposedly coming out at $71.”
Mar 29, 2019 · Markets · Checkable · by Mar 29, 2019
“Well, my prediction is I think Beto is gonna jump out ahead in the polls.”
Mar 22, 2019 · Politics · Checkable · by Dec 31, 2019 (inferred)
“So this is the year that Tesla absolutely implodes.”
Mar 15, 2019 · Markets · Judgment call · by Dec 31, 2019
“I do believe that someone's gonna go to jail from big tech. I believe if think, okay, you believe someone is in fact gonna go to jail, because we know things will get worse, we know that more bad stuff will come out. And if someone is the fall guy, if it's a company or the fall company, I think most likely it would be Facebook.”
Mar 8, 2019 · Tech · Judgment call · by Mar 8, 2022 (inferred)
“Okay. So, in the next thirty to sixty days, a new candidate for president on the Democrat side announces and becomes the front runner or maybe the number two, and it's somebody that 95% of the American public has never heard of.”
Feb 15, 2019 · Politics · Checkable · by Apr 16, 2019
“The deceleration Okay. The decline, the death the death rattle of snap is about to resume.”
Feb 8, 2019 · Tech · Checkable · by Dec 31, 2019 (inferred)
“the question is, will Tesla change the world or will they go out of business? And I think the answer is yes, but I think we're about to start the latter part of that.”
Jan 25, 2019 · Markets · Judgment call · by Dec 31, 2019 (inferred)
“Yeah. It's coming. Alright. I think I think AWS, I think it'll be done prophylactically.”
Dec 28, 2018 · M&A · 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,”
Dec 28, 2018 · M&A · Judgment call · by Dec 28, 2019 (inferred)
“I don't think that company ever gets public.”
Dec 28, 2018 · M&A · Checkable · by Dec 28, 2019 (inferred)
“I think maybe one or two of those guys get out.”
Dec 28, 2018 · M&A · Judgment call · by Dec 28, 2019 (inferred)
“I think the next big write down is gonna be in twelve months. AT and T is gonna write down Time Warner's. Everyone realizes this handset and content peanut butter and chocolate combination was just a big thud.”
Dec 14, 2018 · M&A · Checkable · by Dec 14, 2019
“It'd probably be acquired again by somebody.”
Dec 14, 2018 · M&A · Checkable · by Dec 14, 2019 (inferred)
“Well, there's good news and bad news. It's already here. The problem is it's owned by Amazon. The next big innovation of technology is voice.”
Dec 14, 2018 · Tech · Judgment call · by Dec 14, 2019 (inferred)
“I think miss Amber will be gone within twelve months, but it'll be her idea.”
Dec 7, 2018 · Tech · Checkable · by Dec 7, 2019
“I think that Amazon is gonna start making the kind of the business story of '19 and innovation is the movement of big tech into health care.”
Dec 7, 2018 · Tech · Judgment call · by Dec 31, 2019
“So the company that I think is gonna go after health care and just scare the shit out of everybody when they start peeling off the most actuarially appealing households in America and insuring them, I think they're gonna go through the insurance store, is Amazon”
Dec 7, 2018 · Tech · Judgment call · by Dec 31, 2019 (inferred)
“they'll offer over Alexa. They'll say, hey, Prime member. Would you be interested in exploring a way to cut your health care costs in half with Prime Plus insurance?”
Dec 7, 2018 · Tech · Checkable · by Dec 31, 2019 (inferred)
“So this is more macro, but I think the consumer world is gonna distill to a small number of what I call recurring revenue bundles.”
Nov 9, 2018 · Markets · Judgment call · by Nov 9, 2021 (inferred)
“It's gonna be a series of four or five small networks. One for your media, one for your apparel, one for your travel, one for your health.”
Nov 9, 2018 · Markets · Judgment call · by Nov 9, 2021 (inferred)
“Yeah. But think about how many places I could go. Airbnb... It's either gonna be Airbnb or Expedia or another... The Four Seasons is another kind of brand that could probably come up with a recurring revenue”
Nov 9, 2018 · Markets · Either/or · Judgment call · by Nov 9, 2021 (inferred)
“2020, I've decided... I'm sorry. 2019, maybe by the end of twenty twenty, Amazon is gonna prophylactically spin AWS, which will be one of the 10 most valuable companies on the IPO on”
Nov 2, 2018 · M&A · Checkable · by Dec 31, 2020
“Yeah. But I think on Oculus, it basically said the jig is up. They realize virtual reality is stupid. Oculus will probably be closed down in the next twenty four months.”
Oct 26, 2018 · Tech · Checkable · by Oct 26, 2020
“I think they would use the stock to go buy a bunch of hotel and transportation companies?”
Oct 26, 2018 · M&A · Checkable · by Oct 26, 2020 (inferred)
“The individual throwing out the first pitch of the opening Yeah. Game for the Washington Nationals 2019 season is Jeffrey Bezos as”
Oct 19, 2018 · Other · Checkable · by Apr 15, 2019 (inferred)
“The dark horse is Miami because I”
Oct 19, 2018 · Tech · Judgment call · by Jun 30, 2019 (inferred)
“So my predictions is that Casper and or Away gets acquired in That's the next three to six interesting.”
Oct 12, 2018 · M&A · Either/or · Checkable · by Apr 12, 2019
“Facebook. Yeah. Both in terms of usage, not only regulation, but in terms of the actual underlying performance of the company.”
Oct 12, 2018 · Tech · Judgment call · by Oct 12, 2019
“Stock gets cut in half from here, which which I think makes it, I don't know, 20 or 30,000,000,000 market cap.”
Oct 12, 2018 · Markets · Checkable · by Oct 12, 2019 (inferred)
Only if: Tesla's stock price falls by about 50% from its October 12, 2018 level, cutting its market cap to roughly $20-30 billion
“Apple steps in and buys it.”
Oct 12, 2018 · M&A · Conditional · Checkable · by Oct 12, 2019 (inferred)
“Despite... Well, one, we've already made one, and that is by the end of 'nineteen, Snap is no longer an independent company.”
Sep 28, 2018 · M&A · Checkable · by Dec 31, 2019