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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.
427 of 1,124 predictionsClear all
“I don't think he'll get this.”
Oct 9, 2026 · Politics · Checkable · by Oct 9, 2026
“my prediction, this thing gets rebranded or negotiated or shrunk to a much smaller Kushner Optics scrub version before September 19”
Jul 31, 2026 · Other · Judgment call · by Sep 19, 2026
“he won't get FIFA. He won't get kind of a privatized World Cup.”
Jul 31, 2026 · Other · Judgment call · by Sep 19, 2026 (inferred)
“The biggest IPO of this... The biggest tech IPO of this month in terms of First Day Pop is not SpaceX. It's actually a European tech media company that's pricing next week.”
Jun 26, 2026 · Markets · Checkable · by Jun 30, 2026
“I think it's gonna... I think 2,000,000,000,000 is a real stretch for here, and it's gonna price below that.”
May 22, 2026 · Markets · Checkable · by Dec 31, 2026 (inferred)
“The Allbirds pivot to AI will inspire a bunch of copycats. You're gonna see Chegg, GameStop, Rent the Runway, all decide their AI companies.”
Apr 17, 2026 · Tech · Checkable · by Jul 16, 2026
“My prediction is OpenAI Sora Social media app will be shut down soon.”
Mar 20, 2026 · Tech · Checkable · by Sep 20, 2026 (inferred)
“Oh, no. I I think it's on. And and let me be clear. I like this. I would like to see... I think the Islamic Republic is one of the most misogynistic brutal regimes in the world right now, and I think Iran has the cape... The potential, to be an outstanding ally.”
Feb 20, 2026 · Politics · Checkable · by Mar 20, 2026 (inferred)
“I think we're gonna have regime change in Venezuela.”
Dec 12, 2025 · Politics · Checkable · by Dec 12, 2026 (inferred)
“I think they're gonna come out and said, while we had our differences, we're committed to getting along, and this is his native city. I think they both have mutually vested interest in coming across as statesmanlike.”
Nov 21, 2025 · Politics · Judgment call · by Nov 28, 2025 (inferred)
“I think we're gonna see... I don't think they'll go through, but I think you'll see proposals for wealth taxes similar to the ones that's been proposed in California.”
Nov 21, 2025 · Politics · Checkable · by Nov 21, 2026 (inferred)
“I think it's gonna be approved. But Yeah. Not overwhelmingly, but I think it'll be... Because keep in mind, if you bought shares...”
Nov 7, 2025 · Markets · Checkable · by Nov 10, 2025 (inferred)
“God, it would be so interesting to see what happens to the stock. I don't think he's going to, but they just would rather say, okay.”
Nov 7, 2025 · Markets · Judgment call · by Nov 10, 2025 (inferred)
“I'll go I'll take... I don't know. It's the over the under. I'll go longer just because shit takes a while.”
Oct 10, 2025 · Politics · Checkable · by Oct 21, 2025 (inferred)
“I think we're gonna see, and I said this last week, a series of not only the biggest M and A deals in history, but I think we're gonna see a company that in three to five years will be seen as the most disastrous M and A deal in history.”
Sep 26, 2025 · M&A · Judgment call · by Sep 26, 2026 (inferred)
“I think, the next two quarters are gonna be historically good or the best in ten or twenty years for M and A.”
Sep 19, 2025 · Markets · Judgment call · by Mar 31, 2026
“You're gonna see an increase in defense spending coming out of the EU nations, and they're gonna say, you know what? We're not spending it on Northrop Grumman. We're not gonna spend it on Andoril. We're not gonna spend it on Boeing. We're gonna spend it on European defense companies.”
Sep 12, 2025 · Politics · Judgment call · by Sep 12, 2026 (inferred)
“I think this thing closes up monstrously today,”
Aug 1, 2025 · Markets · Checkable · by Jul 31, 2025
“Before this podcast even airs tomorrow, there's gonna be another incendiary look over here, batshit crazy, hollow threat promise.”
Jul 18, 2025 · Politics · Judgment call · by Jul 19, 2025
“They're in a room with AI going, what can he do or announce tomorrow? It doesn't matter if it's stupid. Doesn't matter if he has any any intention of actually following through that will keep the news off of one word, Epstein. Every day for the next seven days, Kara, and we should we should track this and read them out.”
Jul 18, 2025 · Politics · Judgment call · by Jul 25, 2025
“You're about to see the Trump administration go into panic mode when all of these countries that they keep extending the deadline and keep sending out threatening letters just say, sorry, boss. We're we're not we're not showing up. We're not... You know, you can threaten us all you want. They'll... They... You're gonna see the most ridiculous jazz hands in the next three weeks claiming victories. First off, these two, quote, unquote, trade deals between The UK and Vietnam aren't even deals. They're agreements to talk about a new deal, and You're going to see them start to announce the most ridiculous hollow victories to try and turn chicken shit into chicken salad, put lipstick on a pig. It is gonna start to get comical, the shit they're gonna announce and pretend is a victory.”
Jul 11, 2025 · Politics · Judgment call · by Aug 1, 2025
“Reed Hastings going on the board of Anthropic.”
Jun 27, 2025 · Tech · Checkable · by Jun 27, 2026 (inferred)
“OpenAI is gonna find that designing products, they'd be much better off. Let me save them some time. Partner with hardware firms.”
Jun 13, 2025 · Tech · Judgment call · by Jun 13, 2026 (inferred)
“Having said that, my prediction is that Alphabet is gonna outperform the market.”
May 23, 2025 · Markets · Checkable · by May 23, 2026 (inferred)
“I think the autonomous war is about to break out, and the leader is going to be Waymo.”
May 23, 2025 · Tech · Judgment call · by May 23, 2026 (inferred)
“I think another reason why I think Amazon's gonna continue probably to outperform is that they launched their first...”
May 2, 2025 · Markets · Judgment call · by May 2, 2026 (inferred)
“I think that they're going to beat, expectations this afternoon because I think some of those expectations have been beaten down.”
Apr 25, 2025 · Markets · Checkable · by Apr 24, 2025
“In the Canadian elections for prime minister, my prediction is that Mark Carney of the Liberal Party is gonna prevail.”
Apr 25, 2025 · Politics · Checkable · by Apr 28, 2025 (inferred)
“You're about to see, I believe, some very high profile business leaders and Republicans come out in the next week or two and say, this is just bad.”
Apr 18, 2025 · Politics · Judgment call · by May 2, 2025
“You're gonna see trade deals between Mexico and Canada.”
Apr 15, 2025 · Politics · Checkable · by Apr 15, 2026 (inferred)
“You're gonna see trade deals between the EU and China.”
Apr 15, 2025 · Politics · Checkable · by Apr 15, 2026 (inferred)
“He will... And then the 100 and... I think we're at a 125% tariff on China. He will blink again. The tariffs will come dramatically down because, quite frankly, Xi looks at Trump and says, you are not serious people. Folks, this isn't gonna happen. The tariffs are gonna come way down. Trump will blink again.”
Apr 11, 2025 · Politics · Checkable · by Jul 10, 2025 (inferred)
“Even more confident, there will be no tariffs, incremental tariffs on Apple products. Tim Cook will play Trump like a fiddle. Trump will be scared to piss off the cult of iOS, which is huge in The United States, and he will not wanna kneecap our shiniest, brightest, most handsome thoroughbred, and that is Apple. That's not gonna happen.”
Apr 11, 2025 · Markets · Checkable · by Apr 11, 2026 (inferred)
“I'm moving it up. I'm turning in my manuscript early. I'm hoping that it'll come out in November.”
Mar 21, 2025 · Media · Checkable · by Nov 30, 2025
“My win is that the European Union is going to begin to push back and fill the void of American leadership.”
Mar 18, 2025 · Politics · Judgment call · by Mar 18, 2026 (inferred)
“I think you're gonna see the European economy and European stocks rip.”
Mar 7, 2025 · Markets · Judgment call · by Mar 7, 2026 (inferred)
“They're gonna massively increase their coordination and their military budget.”
Mar 7, 2025 · Politics · Checkable · by Mar 7, 2026 (inferred)
“I think Doge is gonna be over and done by the end of the year.”
Feb 28, 2025 · Politics · Checkable · by Dec 31, 2025
“The math is gonna show that he is better off pulling a Vivek Ramaswani, and it's like fate... Remember Vivek? Vivek was the co head of Doge. Remember him?”
Feb 28, 2025 · Politics · Checkable · by Dec 31, 2025 (inferred)
“you're going to see Tesla sales continue to plummet,”
Feb 28, 2025 · Markets · Checkable · by Dec 31, 2025 (inferred)
“I think Tesla's about to experience its real first major existential crisis.”
Feb 14, 2025 · Markets · Judgment call · by Aug 14, 2025 (inferred)
“You're about to hear a lot of stories about Google search share falling below 90% at the hands of Perplexity, ChatGPT, and also Reddit.”
Feb 14, 2025 · Tech · Checkable · by Feb 14, 2026 (inferred)
“But I think what you're about to see is a of a golden age or dozens of new unicorns in what I call the application layer.”
Feb 7, 2025 · Tech · Judgment call · by Feb 7, 2026 (inferred)
“I think that inflation and the ten year bond are gonna be the adults in the room”
Jan 17, 2025 · Markets · Judgment call · by Apr 17, 2025 (inferred)
“And by the way, these folks, the next day, will implement reciprocal tariffs.”
Jan 17, 2025 · Politics · Checkable · by Jul 17, 2025 (inferred)
“She said it's gonna be all about liquid natural gas.”
Jan 17, 2025 · Markets · Judgment call · by Jan 17, 2026 (inferred)
“my prediction is that the rebuild effort, as we begin to cost it out, are gonna shine a light on the inflationary pressures of kind of Trump's signature policies.”
Jan 17, 2025 · Politics · Judgment call · by Jul 17, 2025 (inferred)
“Meta's Ray Ban smart glasses.”
Jan 10, 2025 · Tech · Judgment call · by Dec 31, 2025
“The Financial Times reported that Meta plans to add a smart... Small display to the Ray Bans in 2025.”
Jan 10, 2025 · Tech · Checkable · by Dec 31, 2025
“So the capital flows, the human capital flows in the podcasting are gonna be enormous because quite frankly, the the reality is other than maybe a dozen stars in in TV, Kara and Scott are making more money. And that's why you're gonna see just so much talent come into this space because Comcast takes a 97% tax on the revenue you produce”
Jan 3, 2025 · Media · Judgment call · by Dec 31, 2025 (inferred)
Only if: If inflation appears to be spiking again due to the tariffs
“These tariffs go away or have serious serious pushback the first month that inflation looks to be spiking again.”
Jan 3, 2025 · Markets · Conditional · Judgment call · by Dec 31, 2025 (inferred)
“So briefly, 2025 will be the year of a new duopoly. It'll be OpenVideo. OpenAI and NVIDIA right now control arguably 90% of all traffic in AI, 90% of the queries, 90% of the queries of the processors that are powering those. Answers to those queries are those two firms. And so it'll be kind of the new wind tell, and people start referring it to it as the most powerful duopoly in the world.”
Jan 3, 2025 · Tech · Judgment call · by Dec 31, 2025
“I think you're gonna see a raft of new unicorns in health care where you upload your medical records, your diet, and it starts playing offense and come back... Comes back to you with exact...”
Jan 3, 2025 · Tech · Judgment call · by Dec 31, 2025 (inferred)
“I think the technology of the year is nuclear. You just saw Facebook basically put out an RFP saying build us a nuclear power plant. The friction in AI is energy. It requires 10 times the energy, and people have realized that it's one of the safest, most productive, most reliable sources of energy. It's just been terribly branded the last twenty or thirty years, but some of the biggest brains have turned their massive capital fire hoses on nuclear. 2025 is gonna be the year nuclear. That'll be the technology of the year.”
Jan 3, 2025 · Tech · Judgment call · by Dec 31, 2025
“Movement of the year movement of the year is gonna be banning phones in schools globally. It's just starting everywhere. Australia's banning social media. We're gonna see phones banned in schools all over the world.”
Jan 3, 2025 · Politics · Checkable · by Dec 31, 2025 (inferred)
“And on a much more boring level, I think the biggest LBOs of... In history are gonna happen in 2025. There's so much capital on the sidelines.”
Jan 3, 2025 · M&A · Checkable · by Dec 31, 2025
“I think Meta's next earnings report are gonna actually, again, exceed expectations because, what I have come to believe is that Meta has figured out this ultimate algorithm,”
Dec 13, 2024 · Markets · Checkable · by Feb 15, 2025 (inferred)
“I think you're gonna see an uprising in the beginning of potentially what is a revolution in Iran.”
Dec 6, 2024 · Politics · Judgment call · by Dec 31, 2025
“with the antitrust scrutiny probably being dialed down and the election over, I think private equity is getting its jets kind of fired up again, and we're gonna see in 2025 a lot of m and a and take private activity. There's like a $250,000,000,000 in dry powder on the line, or the private equity has a master raise and needs to deploy.”
Nov 22, 2024 · Markets · Judgment call · by Dec 31, 2025
“Two decent ideas we've mentioned over the last three weeks. One is Intel, and one now I'm adding to the list target.”
Nov 22, 2024 · M&A · Either/or · Checkable · by Dec 31, 2025 (inferred)
Only if: Trump imposes large tariffs (e.g., 60%) on Chinese goods
“I'm gonna place 60% tariffs on China. Well, guess what? China is not a speed bag. It will hit you back. And they too will go, fuck you, boss. We're putting 60% tariffs on everything that comes into China.”
Nov 15, 2024 · Politics · Conditional · Judgment call · by Dec 31, 2025 (inferred)
“What I would say in terms of valuations, there's just gonna be a lot of volatility.”
Oct 23, 2024 · Markets · Judgment call · by Oct 23, 2025 (inferred)
“I think we're gonna see videos of violence at polling stations that are deepfakes trying to suppress the turnout.”
Oct 11, 2024 · Media · Judgment call · by Nov 5, 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)
“The Warner Brothers and the Disney and the Paramount Globals of the world over the next year are gonna be Gogo, publicly traded, Viasat, MRSAT, KVH Industries, Iridium Communications, SES, all of these... Intelsat, Telestat, all of these companies have put out shitty technology for maritime and transportation, trying to give you some semblance of broadband. This is the Netflix of that industry. It is... You're gonna see tremendous disruption here.”
Sep 20, 2024 · Tech · Judgment call · by Sep 20, 2025
“I think the same thing is gonna happen to Tesla.”
Jul 26, 2024 · Markets · Judgment call · by Nov 5, 2024 (inferred)
“I think we're about to be a bunch of stories saying that all of these tech libertarian billionaires cozying up to Trump in exchange for political favors and advantages that would advantage their business, I think there's gonna be more stories about, okay. You've gone all in on Trump, and you think it's gonna get you business, which by that logic means that if, in fact, it's a Harris presidency, it's gonna be really bad for your business, that it's gonna be unlikely she's going to put more tariffs on BYD. It's gonna be unlikely that she puts pressure on the Fed or Janet Yellen to come up with some batshit crazy lack of regulation that sends crypto through through the roof.”
Jul 26, 2024 · Media · Judgment call · by Nov 5, 2024 (inferred)
“No. No. No. I I I think in... What I'm saying is in this... In the next week, I think Joe Biden steps down.”
Jul 19, 2024 · Politics · Checkable · by Jul 26, 2024
Only if: John Donahoe does not turn around Nike's performance within twelve months of July 12, 2024
“I would bet that John, he has twelve months to figure this out. Otherwise, he will be he will be removed from his position.”
Jul 12, 2024 · Markets · Conditional · Checkable · by Jul 12, 2025
“It's about to become, the ultimate ingredient brand, and that is every plane, every boat, every hotel you stay in, people are gonna start asking, DF Starlink.”
Jun 28, 2024 · Tech · Judgment call · by Jun 28, 2025 (inferred)
“Well, I I do think European tech is gonna have a pretty good year.”
Jun 21, 2024 · Tech · Judgment call · by Dec 31, 2024
“You're about to see the second most lucrative licensing agreement in history form gestate coagulate over the next twenty four months. And that is Apple's putting itself in a position to extract 10 tons of flesh from either Microsoft or Alphabet to be the AI that has access to the billion wealthiest people on the planet.”
Jun 14, 2024 · Tech · Either/or · Checkable · by Jun 14, 2026
“The Democratic convention in Chicago, I think, is gonna make a lot of news.”
Jun 7, 2024 · Politics · Judgment call · by Aug 22, 2024 (inferred)
“I think there's gonna be all kinds of misinformation and noise around the Chicago convention.”
Jun 7, 2024 · Politics · Judgment call · by Aug 22, 2024 (inferred)
“A two or 3% chance he comes out of the convention as the nominee, Kara.”
Jun 7, 2024 · Politics · Checkable · by Aug 22, 2024
“I do think there's gonna be a movement away from hoarding. Then we're gonna start shaming people.”
May 31, 2024 · Other · Judgment call · by May 31, 2026 (inferred)
“I do think you're going to see media companies that have a lot of rich data to be crawled are gonna kind of feel feel their mojo and and get serious and maybe be able to say... Have confidence to say, no. I'll see what Meta says or I'll see what what Anthropic says.”
May 24, 2024 · Media · Judgment call · by May 24, 2025 (inferred)
“Well, my prediction is a story that I think is the most underreported story, and my prediction is it's gonna get a lot more attention.”
May 17, 2024 · Politics · Judgment call · by May 17, 2025 (inferred)
“I think there's gonna be I think there's gonna be a lot of scrutiny and backlash.”
May 17, 2024 · Politics · Judgment call · by May 17, 2025 (inferred)
“There's probably a one in three chance that one of them, I'm not talking about dies, but has a health incident.”
May 10, 2024 · Politics · Judgment call · by Nov 5, 2024
“I think generally speaking, we're going to see a massive increase in health care opportunities, both through AI”
May 7, 2024 · Tech · Judgment call · by May 7, 2025 (inferred)
“also think GLP-one drugs are going to reduce death, disease, and disability in this country.”
May 7, 2024 · Other · Judgment call · by May 7, 2025 (inferred)
“I think it's gonna go from hundreds to thousands of arrests, suspensions, and expulsions.”
May 3, 2024 · Politics · Checkable · by May 3, 2025 (inferred)
“I think you're gonna start to see faculty get fired because we have, for some reason, decided to give faculty and administrators the illusion that you do not have a responsibility to your employer to make it a healthy, productive work environment.”
May 3, 2024 · Politics · Checkable · by May 3, 2025 (inferred)
“The platform will not effectively be banned. You're not gonna lose your TikTok.”
Apr 26, 2024 · Politics · Checkable · by Apr 26, 2025
“It's gonna be it's gonna be huge regardless.”
Apr 19, 2024 · Media · Judgment call · by Jun 19, 2024 (inferred)
“I think big bank stocks are about to... They're about to kick off their earnings tomorrow when this releases with JPMorgan. I think they're gonna beat their earnings expectations because the general, their stocks, what have been priced into their stocks was the assumption that interest rates were coming down.”
Apr 12, 2024 · Markets · Checkable · by Apr 19, 2024
“I think he's gonna get hit hard. I I think he handled himself. He was so poorly advised around how to handle this.”
Mar 29, 2024 · Other · Checkable · by Apr 30, 2024 (inferred)
“And now granted that the company's recovered or it's recovered, it's gonna end up... All of its debtors are gonna get paid a 100¢ on the dollars on the dollar because the market has recovered so aggressively in crypto.”
Mar 29, 2024 · Markets · Checkable · by Dec 31, 2024 (inferred)
“I think they're gonna make an example, this kid. I think he handled I think he handled himself terribly through this process, and I think they wanna send a message to the crypto community. Boys don't fuck with us.”
Mar 29, 2024 · Other · Judgment call · by Apr 30, 2024 (inferred)
Only if: once TikTok is 'banned slash regulated' and ByteDance reaches an accommodation with the U.S.
“The ban is going to take the value... Send the value of ByteDance shares soaring, and this is why.”
Mar 15, 2024 · Markets · Conditional · Judgment call · by Mar 15, 2025 (inferred)
“I think a lot of these local civic groups and essentially organizations, whether it's city councils, are going to be asked to to tone down the politics.”
Mar 8, 2024 · Politics · Judgment call · by Mar 8, 2025 (inferred)
“So my prediction is that the new junior senator from Arizona will be Ruben Gallego.”
Mar 8, 2024 · Politics · Checkable · by Nov 5, 2024 (inferred)
“they're going to have fairly significant layoffs because they have over hired and the year of efficiencies has not really hit Alphabet yet.”
Feb 27, 2024 · Markets · Checkable · by Feb 27, 2025 (inferred)
“I'm just doubling down. Apple's mixed reality headset is a giant thud. It's DOA,”
Feb 9, 2024 · Tech · Judgment call · by Feb 9, 2025 (inferred)
“I don't doubt that certain technology will waterfall into... I I think Apple will have a successful product as will Meta when they incorporate this technology in the micro cameras and the process and get to the point where you can elegantly incorporate this technology into a cool pair of Oliver Peoples glasses or Persols or, you know, Warby part, whatever it might be. That that is a winner.”
Feb 9, 2024 · Tech · Judgment call · by Feb 9, 2026 (inferred)
“This is... They're gonna stop talking about this thing in a couple weeks.”
Feb 9, 2024 · Tech · Judgment call · by Feb 23, 2024
“Warner Bros. Discovery couldn't do it because of tax reasons. They will be able to do it, I think, in about six or nine months.”
Jan 8, 2024 · M&A · Checkable · by Oct 8, 2024
“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 · Tech · Checkable · by Dec 31, 2024 (inferred)
“I just think this is gonna be a rough q one and q two.”
Dec 15, 2023 · Tech · Judgment call · by Jun 30, 2024
“One or two of the three university presidents that testify to be gone within twelve months.”
Dec 8, 2023 · Other · Checkable · by Dec 8, 2024
“I think one of the biggest business stories in tech in 2024 will be the entrance into AI of Apple.”
Dec 8, 2023 · Tech · Judgment call · by Dec 31, 2024
“I think that the issue for the Democrats is going to be women's rights, specifically reproductive rights. I just think it's a winner. It resonates with a lot of moderates. It has turned out people. It's a winner for them.”
Nov 14, 2023 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“When Netflix raises its prices 15%, it gives everyone cloud cover, especially as they consolidate and have beefier offerings. You know, Disney plus, if it includes Hulu, HBO, or whatever it's called, Max. I mean, these guys are really bulking up, and the big player has given them cloud cover to increase their prices. They've... Like I said, they're doing what they had to do. They had to cut their costs and increase their prices. So price increases across Max, and, the new Disney plus are are are likely coming.”
Nov 3, 2023 · Media · Checkable · by Nov 3, 2024 (inferred)
“Not gonna happen by the election.”
Oct 3, 2023 · Politics · Checkable · by Nov 5, 2024
“I think one or both of them is gone by the end of the year because I think they're demonstrating just such incredible weakness,”
Sep 29, 2023 · Politics · Either/or · Checkable · by Dec 31, 2023
“The rider strike is gonna be over by the end of, in the next thirty days as well.”
Sep 19, 2023 · Media · Checkable · by Oct 19, 2023
“Yeah. But that's not gonna happen in the next six months.”
Sep 15, 2023 · Politics · Checkable · by Mar 15, 2024
“But by the time they inform the president, by the time they go on their listening tour, you're talking about legislation maybe in two years.”
Sep 15, 2023 · Politics · Judgment call · by Sep 15, 2025
“So my prediction is within the next... So predictions are usually right. Get the timing wrong. In the next ninety to I don't know what the timing is around filing someone we're not talking about is going to pull a 20% plus because both parties are unhappy with their candidates.”
Sep 12, 2023 · Politics · Checkable · by Dec 12, 2023
“I think we're going to find 100 shades of Tony Hsieh start to emerge. And the word we're going to start to hear more and more when talking about some of the behaviors that infect and I'm not talking about any individual, I'm talking about the entire community. The word we're going to hear more and more of is ketamine.”
Sep 12, 2023 · Other · Judgment call · by Sep 12, 2024 (inferred)
“The... That cat, that that... The Harvard professor that that took all that metal out of the ocean because he thought it was, like, gonna prove extraterrestrial life, I don't think it's... I I think the final analysis is not gonna be clear that that was some”
Aug 11, 2023 · Other · Judgment call · by Aug 11, 2024 (inferred)
“The world's closing in on him, and he knows it. He's about to have a third indictment.”
Jul 21, 2023 · Politics · Checkable · by Dec 31, 2023 (inferred)
“This is going be a monster, Kara. It's going to be a monster because so many moons are lining up here.”
Jul 18, 2023 · Markets · Judgment call · by Jul 18, 2024 (inferred)
“And you know what they're coming out with in 2025? I don't think I'm speaking out of school here. They're coming out with an acne brand.”
Jul 18, 2023 · Tech · Checkable · by Dec 31, 2025
“It is gonna rock the house.”
Jul 18, 2023 · Markets · Checkable · by Aug 18, 2023 (inferred)
“In the next thirty days, Meta is gonna have a greater revenue run rate than Twitter.”
Jul 14, 2023 · Tech · Judgment call · by Aug 13, 2023
“I think threads is gonna get to a 100,000,000 users in five weeks. It took Twitter five years.”
Jul 7, 2023 · Tech · Checkable · by Aug 10, 2023
“This won't have the depth, but it'll be a little bit more bravo Kim Kardashian, which has a big market, but it'll have a different vibe.”
Jul 7, 2023 · Media · Judgment call · by Jul 7, 2024 (inferred)
“but this is my prediction. Every major athletic organization around the world is gonna gonna justifiably and fairly move to the following. You either... Wherever the gender you go through puberty or the gender you're born with, you are going to compete in that sport. The governing bodies of sports and athletic associations around the world are gonna move to a more definitive regulation that says, if you are born with a penis, you need to compete in one of two categories, either men's or some new category.”
Jun 16, 2023 · Other · Judgment call · by Jun 16, 2026 (inferred)
“Welcome to enter Miami, Antonella and Lionel. This is gonna be the one of the best decisions you have ever made. You are gonna have a wonderful life.”
Jun 13, 2023 · Other · Judgment call · by Jun 13, 2025 (inferred)
Only if: his son finishes high school
“My son's in high school and thriving, so we're here till he's out of high school.”
Jun 13, 2023 · Other · Conditional · Judgment call · by Jun 13, 2025 (inferred)
“I do think we're gonna see... I think the first realization of all the catastrophizing that's going around in AI is gonna come to light in the next twelve to eighteen months, or it's gonna happen in the next twelve to eighteen months.”
Jun 2, 2023 · Tech · Judgment call · by Dec 2, 2024
“You know who's gonna get a lot of attention is vice president Harris.”
Jun 2, 2023 · Politics · Judgment call · by Nov 5, 2024 (inferred)
“I think after seeing what happened where the black hole of attention Elon Musk couldn't couldn't resist, the technology issues, all of the negative press they're getting, I mean, people will go on the platform.”
May 26, 2023 · Tech · Judgment call · by May 26, 2024 (inferred)
“I think we're going to see the banking crisis continues.”
May 5, 2023 · Markets · Judgment call · by May 5, 2024 (inferred)
“My prediction was gonna be that Elon and Twitter are gonna launch a TV show or some sort of media property or centered on Tucker Carlson.”
Apr 28, 2023 · Media · Checkable · by Apr 28, 2024 (inferred)
“Well, I'll make an obvious one. So, JPMorgan's about to have their best quarter in history.”
Mar 17, 2023 · Markets · Checkable · by Jul 31, 2023 (inferred)
“I actually think those guys who are the venture catastrophists are gonna get probably more than their fair share of criticism, but they're going to get a lot of criticism.”
Mar 17, 2023 · Media · Judgment call · by Apr 30, 2023 (inferred)
“When the waters calm here and already interest rates have come down and those bonds have increased in value, you're gonna find when the dust settles, it really didn't cost taxpayers very much.”
Mar 17, 2023 · Politics · Checkable · by Dec 31, 2023 (inferred)
“There's going be shareholder lawsuits for”
Mar 3, 2023 · Media · Checkable · by Mar 3, 2024 (inferred)
“I think that... So my prediction is in q three, probably q four, the IPO market's gonna come back.”
Feb 17, 2023 · Markets · Judgment call · by Dec 31, 2023
“Yeah, they're they're talking about it. So anyways, but I think I think the first kind of name brand IPOs that come out in maybe Q2 or Q3 are going get a much more positive reception than anticipated.”
Feb 17, 2023 · Markets · Judgment call · by Sep 30, 2023
“We have effectively, again, potentially, we might avoid a recession.”
Feb 3, 2023 · Markets · Judgment call · by Feb 3, 2024 (inferred)
“I think Bing is about to get so much trial.”
Jan 27, 2023 · Tech · Checkable · by Jul 27, 2023 (inferred)
“And the idea and the perception that Microsoft could be a new dominant force again in search is gonna take a $1,500,000,000,000 market cap company. If it just takes it up 10%, they've got a 15 x return on the 10,000,000,000 they put into OpenAI.”
Jan 27, 2023 · Markets · Checkable · by Jan 27, 2024 (inferred)
“So in sum, in six or twelve months, we're gonna look back on Microsoft and Satya Nadella. Keep in mind, he put a billion bucks into OpenAI in 2019 when no one was talking about it. We're gonna see this as one of the savviest corporate moves in a long, long time.”
Jan 27, 2023 · Tech · Judgment call · by Jan 27, 2024
“And you're gonna see more Western allies move in with hard armor as they talk about the spring offensive.”
Jan 18, 2023 · Politics · Judgment call · by Jun 30, 2023 (inferred)
“I'm hoping you watch in the next two, three weeks, we're going to see Germany send some of their amazing leopard tanks. And it's going to make a difference.”
Jan 18, 2023 · Politics · Checkable · by Feb 8, 2023
“2023, I think the Patagonia vest recession is just getting started.”
Dec 20, 2022 · Markets · Judgment call · by Dec 31, 2023
“Gonna see layoffs are just getting accelerated.”
Dec 20, 2022 · Tech · Checkable · by Dec 31, 2023
“The ad supported ecosystem is just gonna be chaos.”
Dec 20, 2022 · Media · Judgment call · by Dec 31, 2023
“Twenty twenty three's tech of the year, Kara, is going to be AI.”
Dec 20, 2022 · Tech · Judgment call · by Dec 31, 2023
“And I think that 2023 is going be the year that the promise or the performance catches up to the promise, especially in medical school.”
Dec 20, 2022 · Tech · Judgment call · by Dec 31, 2023
“I think we're going to see a lot of orange jumpsuits next year.”
Dec 20, 2022 · Other · Judgment call · by Dec 31, 2023
“Streaming consolidates, we're just going to see fewer streaming players. They're going to need to be acquired.”
Dec 20, 2022 · Media · Checkable · by Dec 31, 2023 (inferred)
“The US reasserts its dominance and hegemony.”
Dec 20, 2022 · Politics · Judgment call · by Dec 31, 2023 (inferred)
“Airbnb. I'm a shareholder in Airbnb. It's been cut in half. I think it's dominant, and I think it'll it'll rocket up again.”
Dec 20, 2022 · Markets · Checkable · by Dec 31, 2023 (inferred)
“best performing stock of big tech. Meta. Meta. It's been over punished. It's trading at a PE of an old economy firm right now.”
Dec 20, 2022 · Markets · Checkable · by Dec 31, 2023 (inferred)
“I just don't know if they're under that much serious threat, though, because I can't imagine the first piece of regulation is gonna be against Apple.”
Dec 20, 2022 · Politics · Judgment call · by Dec 31, 2024 (inferred)
“2023 is going be the year of AI.”
Dec 9, 2022 · Tech · Judgment call · by Dec 31, 2023
Only if: China resolves its supply chain disruptions (works through the backlog/bottlenecks as its economy reopens)
“If they get the gunk out of the supply chain, that should lower costs, I think.”
Dec 9, 2022 · Markets · Conditional · Judgment call · by Dec 9, 2023 (inferred)
“I think people will go to jail, but it won't take down the economy.”
Nov 11, 2022 · Markets · Checkable · by Nov 11, 2023 (inferred)
“I think people will go to jail, but it won't take down the economy.”
Nov 11, 2022 · Markets · Judgment call · by Nov 11, 2023 (inferred)
“So my win is what I'm hoping will be a peaceful transfer power that inspires all of Latin America and quite frankly, unfortunately now, all of North America because we need more role models around this.”
Nov 1, 2022 · Politics · Checkable · by Jan 1, 2023 (inferred)
“I believe that Senator Warnock and Mehmed Oz are gonna win their senate races.”
Oct 28, 2022 · Politics · Checkable · by Nov 8, 2022 (inferred)
“The Twitter transaction is gonna close, and it's almost immediately... It will probably not be the worst acquisition in history.”
Oct 14, 2022 · M&A · Checkable · by Oct 28, 2022 (inferred)
“He's gonna have to raise more equity because I think the kind of Wall Street crowd is just kinda had it with this guy.”
Oct 7, 2022 · M&A · Checkable · by Dec 31, 2022 (inferred)
“I don't think he can get debt now.”
Oct 7, 2022 · M&A · Judgment call · by Dec 31, 2022 (inferred)
“he's gonna raise money from a payments guy slash sycophant.”
Oct 7, 2022 · M&A · Checkable · by Dec 31, 2022 (inferred)
“Anyways, my prediction is we're about to see a lot more articles about cracks and declines in The US housing market.”
Sep 30, 2022 · Markets · Judgment call · by Sep 30, 2023 (inferred)
“I think Northern Ireland is going to potentially talk about reunifying with Ireland.”
Sep 23, 2022 · Politics · Judgment call · by Sep 23, 2024 (inferred)
“I think Scotland is going to engage in a bid or an effort to try and rejoin the EU.”
Sep 23, 2022 · Politics · Judgment call · by Sep 23, 2024 (inferred)
“In the next ninety days, we're either gonna see a fairly dramatic change in ownership structure, or we're gonna see regulation proposed that is like... That is Trump like.”
Sep 16, 2022 · Politics · Either/or · Judgment call · by Dec 15, 2022
“Walmart's gonna go low, and Amazon's gonna go high.”
Jul 26, 2022 · Other · Judgment call · by Jul 26, 2024 (inferred)
“Walmart's gonna go low, and Amazon's gonna go high.”
Jul 26, 2022 · Other · Judgment call · by Jul 26, 2024 (inferred)
“I believe that Donald Trump is going to be indicted.”
Jul 22, 2022 · Politics · Checkable · by Jul 22, 2023 (inferred)
“I think, essentially in social media, the subscale players, Twitter, Snap, and Pinterest, one or two of them in twelve months is probably not going to be an independent company.”
Jul 19, 2022 · M&A · Either/or · Checkable · by Jul 19, 2023
“I think of these three companies, you already have you have one guy who's painted himself into a corner is gonna have to show up with $54.20.”
Jul 19, 2022 · M&A · Checkable · by Jul 19, 2023 (inferred)
“I think the next point to prediction is you're gonna see something happen in the next twelve months Yep. Around Snap because it's a great product.”
Jul 19, 2022 · M&A · Judgment call · by Jul 19, 2023
“They've handled this perfectly. They haven't gotten personal. They have been restrained, and they're gonna get their shareholders $54.20 a share.”
Jul 15, 2022 · M&A · Checkable · by Jul 15, 2023 (inferred)
“I think discovery is gonna be really awful for Elon.”
Jul 12, 2022 · M&A · Judgment call · by Jul 12, 2023 (inferred)
“And so my prediction is this is gonna go on further and that this lunch, I think that Elon is gonna be served a colder lunch than people are currently anticipating.”
Jul 12, 2022 · M&A · Judgment call · by Jul 12, 2023 (inferred)
“So I think Bitcoin, just as in '99, everybody says... Uses... You know, talks about, okay. In '99, they cleared out all this shit, and then there are some enduring companies. It looks as if Bitcoin is going to be enduring.”
Jul 5, 2022 · Markets · Judgment call · by Jul 5, 2023 (inferred)
“I do think an indictment is coming. And I think that'll be a big deal.”
Jul 1, 2022 · Politics · Checkable · by Jul 1, 2023 (inferred)
“you're gonna see a ton of funds, VC funds. There's gonna be a lot of news about failing VC funds and tech investors”
Jul 1, 2022 · Markets · Judgment call · by Jul 1, 2023 (inferred)
“you're gonna see a lot of, like, brand name funds close or put up gates.”
Jul 1, 2022 · Markets · Checkable · by Jul 1, 2023 (inferred)
“For the first time in over a decade, there's going be a very active secondary market where funds are so desperate to raise capital, they sell the positions in the companies that are working”
Jul 1, 2022 · Markets · Judgment call · by Jul 1, 2023 (inferred)
“Yeah. It feels so my prediction is Roku and a dinner bell has rung and will not be unwrung, and I think you're gonna see a variety of potential suitors”
Jun 14, 2022 · M&A · Checkable · by Jun 14, 2023 (inferred)
“The person who agreed to buy it is not going to buy it, and it's very difficult to enforce.”
Jun 7, 2022 · M&A · Checkable · by Aug 6, 2022 (inferred)
“there really isn't another deal here done at a lower price because the board can't accept a lower price from a guy whose agreement or commitments mean nothing.”
Jun 7, 2022 · M&A · Checkable · by Aug 6, 2022 (inferred)
“I think it's gonna be the biggest layoff we've had across what I'll call information age companies since probably 2008.”
May 24, 2022 · Tech · Judgment call · by May 24, 2023 (inferred)
“But I think we're gonna a lot of this over the next six or twelve months.”
May 24, 2022 · Tech · Judgment call · by May 24, 2023
“And then in eighteen to twenty four months, I think the entire tech ecosystem is gonna be stronger.”
May 24, 2022 · Tech · Judgment call · by May 24, 2024
“I think you're gonna see a lot of warranted scrutiny of firms claiming to be ESG, and we're gonna realize it's all bullshit.”
May 24, 2022 · Markets · Judgment call · by May 24, 2023 (inferred)
“I think this whole ESG thing has become... It's gonna become a useless, weird term.”
May 24, 2022 · Markets · Judgment call · by May 24, 2023 (inferred)
“you're about to see the great layoff. It's gonna be amongst Great layoff. The unicorn folks that we have been just hiring everyone for so long. And it didn't matter. Just grow, just grow, just grow. Pay them what they want. These companies now are gonna go into a room and go, we need to reduce SG and A by 20 or 30%.”
May 17, 2022 · Tech · Checkable · by May 17, 2023
“Frontline workers, our employment's gonna be really strong. You know, Panera, we just can't get. We can't find people fast enough, and we need people, and people have money.”
May 17, 2022 · Other · Judgment call · by May 17, 2023 (inferred)
“But you're about to see the great information age layoff, over the next six to twelve months. That company, that site layoff tracker is about to get really, really active.”
May 17, 2022 · Tech · Checkable · by May 17, 2023
“my prediction is you're gonna hear a lot more about buy now, pay later credit in this credit bubble”
May 10, 2022 · Markets · Judgment call · by May 10, 2023 (inferred)
“There's just very few companies that are gonna go untouched from their pretty significant drawdown.”
May 3, 2022 · Markets · Judgment call · by May 3, 2023 (inferred)
“There's gonna be so many layoffs all of a sudden,”
Apr 26, 2022 · Media · Checkable · by Apr 26, 2023 (inferred)
“You're about to see enormous consolidation and radical cost cutting at the biggest and strongest. I mean, it'll be everyone, maybe with the exception of Apple TV plus and Amazon Prime Video, because they have just literally infinitely deep pockets.”
Apr 26, 2022 · Media · Judgment call · by Apr 26, 2023 (inferred)
“I think they're gonna they're gonna have to find ways to monetize some of these assets and that the disposition of some of these assets will be accretive.”
Apr 26, 2022 · Media · Judgment call · by Apr 26, 2024 (inferred)
“Two players are gonna emerge in the Twitter battle, the SEC and Salesforce.”
Apr 19, 2022 · M&A · Judgment call · by Dec 31, 2022 (inferred)
“Two players are gonna emerge in the Twitter battle, the SEC and Salesforce.”
Apr 19, 2022 · M&A · Judgment call · by Dec 31, 2022 (inferred)
“She's wrong. It's a blip.”
Apr 1, 2022 · Other · Judgment call · by Apr 1, 2024 (inferred)
“He's not gonna get it for this. It's just not the kind of movie.”
Apr 1, 2022 · Media · Checkable · by Mar 31, 2023 (inferred)
“You're gonna see in the next three to... In the next six months, once a week and once there's some cloud cover from some some high flyers that do this, you're gonna see layoffs in the hundreds of people, at some of these unicorns.”
Mar 25, 2022 · Markets · Judgment call · by Sep 25, 2022
“So one of the silver linings coming out of the pandemic is a boom in entrepreneurship. It's very it's very exciting.”
Mar 25, 2022 · Markets · Judgment call · by Mar 25, 2023 (inferred)
“I also believe the metaverse is already shaping up to be a 10,000,000,000 thud for them.”
Mar 18, 2022 · Tech · Judgment call · by Mar 18, 2023 (inferred)
“People are gonna find they can't. I think they're gonna find they can't, but they'll still have these incredible cash flows.”
Mar 18, 2022 · Tech · Judgment call · by Mar 18, 2023 (inferred)
“I think the world's largest leveraged buyout is Putin is gonna take the largest companies in Russia, take them private, and then he's gonna redol out these companies to the new generation of oligarchs.”
Mar 11, 2022 · Politics · Judgment call · by Mar 11, 2023 (inferred)
“my prediction is Coachella is doing something interesting. They're selling 10 tokens or NFTs or... Wait. What are they? I think they call it a token that gives you lifetime access to the music festival. So far, the highest bid is 75 But this is the beginning. That's the tip of the iceberg. You're gonna see in 2022 what I call lux coins emerge, and that is, organizations that try to monetize the scarcity value of access.”
Feb 11, 2022 · Tech · Judgment call · by Dec 31, 2022
“in the in the first four to six quarters Discovery as a public company reporting, their stock will get hammered”
Feb 4, 2022 · Markets · Judgment call · by Aug 4, 2023
Only if: Oculus continues to not sell well to consumers
“I think there's a... I think... Well, my prediction is the following. I think Facebook will do this kind of two movement thing. They're gonna realize that it... It's not selling well, and they're gonna come up with all sorts of b to b or other commercial applications”
Jan 28, 2022 · Tech · Conditional · Judgment call · by Jan 28, 2023 (inferred)
“And a lot of the companies, I believe this is the year where the movement trade unwinds.”
Jan 7, 2022 · Markets · Judgment call · by Dec 31, 2022
“AMC and GameStop stock are not gonna be the most searched stories this year. And if they are, it's gonna be for all the wrong reasons.”
Jan 7, 2022 · Media · Either/or · Judgment call · by Dec 31, 2022
“You want to talk about a stock that's going to get kicked in the electric nuts over and over the next six to twelve months?”
Jan 7, 2022 · Markets · Checkable · by Jan 7, 2023
“my prediction, meme stocks, movement stocks, whatever you wanna call this, companies claiming to be solving climate change so they can cash out. Alright. The the reckoning is here in 2022.”
Jan 7, 2022 · Markets · Judgment call · by Dec 31, 2022
“I think Americans are still going to buy iPhones regardless of where Apple manufactures them.”
Dec 14, 2021 · Markets · Judgment call · by Dec 31, 2022 (inferred)
“I think it's optimistic to think that big American companies will take that sort of stand and withdraw from China.”
Dec 14, 2021 · Politics · Judgment call · by Dec 31, 2022 (inferred)
“the Oculus, will go down as one of the Lisa and the Palm times 100.”
Dec 14, 2021 · Tech · Judgment call · by Dec 31, 2023 (inferred)
“So I think the deflationary forces of technology will ultimately reign supreme here, and inflation will start to come down.”
Dec 14, 2021 · Markets · Checkable · by Dec 31, 2022 (inferred)
“This company is about to deservedly get a lot of scrutiny.”
Dec 14, 2021 · Media · Judgment call · by Dec 31, 2022 (inferred)
“I think the EV market cap of Lucid, Rivian, and Tesla is going to get cut in half.”
Dec 14, 2021 · Markets · Checkable · by Dec 31, 2022 (inferred)
“I think the short opportunity of the century is DWAC.”
Dec 14, 2021 · Markets · Checkable · by Dec 31, 2022 (inferred)
“my usual stuff, Twitter will be acquired, all that good stuff.”
Dec 14, 2021 · M&A · Checkable · by Dec 31, 2022 (inferred)
“SpaceX well, this is like probably a three to five year. I think SpaceX ultimately ends up being worth more than Tesla.”
Dec 3, 2021 · Markets · Checkable · by Dec 3, 2026
“I I think I just love the fact that Mark Zuckerberg is is showing up with literally the biggest fucking thud in history, and that's the Oculus. That's his vision for the metaverse.”
Nov 19, 2021 · Tech · Judgment call · by Nov 19, 2022 (inferred)
“the stock will go down to 40, and then Square is gonna acquire Twitter and try and become a Tencent.”
Nov 12, 2021 · Markets · Checkable · by Dec 31, 2022 (inferred)
“In the next five days, we're gonna see more progress around the Build Back America bill or the infrastructure on both bills. Going to see more progress in the next seventy two hours than we've seen in the last seventy two days.”
Nov 5, 2021 · Politics · Judgment call · by Nov 10, 2021
“I think Square taking out Twitter is pretty obvious but I think Shopify shows up and does something.”
Oct 22, 2021 · M&A · Judgment call · by Oct 22, 2022
“And even Amazon I think is going to get into diagnostic and health.”
Oct 15, 2021 · Tech · Checkable · by Oct 15, 2022 (inferred)
“Tim Cook and Andy Jassy are gonna have a real fight.”
Oct 15, 2021 · Tech · Judgment call · by Oct 15, 2022 (inferred)
Only if: If a Facebook-related 'perp walk' (criminal charge/arrest) occurs
“I am not sure it's gonna be one of the the big names, though. That's the thing. I think they'll... I think they're gonna... I mean, when they go after them, they try and find someone mid level usually to get them to flip, to put pressure on them.”
Oct 8, 2021 · Politics · Conditional · Judgment call · by Oct 8, 2023 (inferred)
“I think these companies, as a lot of industries, have incurred are about to be rolled over by big tech. I think Amazon and Apple are coming into all types of wellness and streaming media, if you will. And I think organizations like Calm and Headspace are really going to suffer.”
Oct 1, 2021 · Tech · Judgment call · by Oct 1, 2022 (inferred)
“It'll be really interesting to see what happens with Peloton, by the way.”
Oct 1, 2021 · Tech · Judgment call · by Oct 1, 2022 (inferred)
“I just don't think that wine ages well.”
Oct 1, 2021 · Politics · Judgment call · by Oct 1, 2022 (inferred)
“So my prediction is I think the SPAC market may have officially jumped the shark.”
Sep 17, 2021 · Markets · Judgment call · by Sep 17, 2022 (inferred)
“Two of these companies, Hey Jane and Avia, two small startups that I think are gonna get more attention.”
Sep 10, 2021 · Tech · Judgment call · by Sep 10, 2022 (inferred)
“I think SpaceX is an incredible company that's well managed and has incredible prospects. And I think it's gonna soak up the space market.”
Sep 10, 2021 · Tech · Judgment call · by Sep 10, 2022 (inferred)
“This is my prediction. I think that our elected leaders, I think their backbone is stiffening, and I think the data is so overwhelming that there has never been in the history of our modern economy Mhmm. A product that offers so much benefit at so little risk and so little cost. Yeah. This is this is a blessing. And for the government to decide on this one, similar to the decisions they've made elsewhere that this is good for the nation and you have to do this, it's time. And it's gonna happen.”
Jul 31, 2021 · Politics · Judgment call · by Jul 31, 2022 (inferred)
“The Republican Party, it's going to be these pockets, these vaccine deserts that are gonna get decimated and they're almost all red districts.”
Jul 31, 2021 · Politics · Judgment call · by Jan 31, 2022 (inferred)
“I don't think we're going back into lockdown.”
Jul 31, 2021 · Politics · Checkable · by Jan 31, 2022 (inferred)
“But as a public stock, and this is really more of a prediction, this thing is not gonna hold its value. It just makes no sense.”
Jul 27, 2021 · Markets · Checkable · by Jul 27, 2022 (inferred)
“I think companies including Overture and some of these sonic, sonic, transportation companies or supersonic transportation companies deserve and will start to get more attention.”
Jul 23, 2021 · Tech · Judgment call · by Jul 23, 2022 (inferred)
“I think Virgin Galactic is gonna be the poster child for the SPAC in the space bubble.”
Jul 16, 2021 · Markets · Judgment call · by Jul 16, 2022 (inferred)
“I think the public markets are going to incur incredible volatility, and we're going to see some of the most step change downs in the market. I think we're going to have some of those volatile days in the market in the next six months”
Jul 9, 2021 · Markets · Judgment call · by Jan 9, 2022
“Record year for new business startups.”
Jul 2, 2021 · Markets · Checkable · by Dec 31, 2021 (inferred)
“In the next twenty four months, we'll see two or three new viable, robust start ups in social media.”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2023
“We're gonna see new hardware companies.”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2023 (inferred)
“We're gonna see new ad tech platforms.”
Jun 25, 2021 · Tech · Judgment call · by Jun 25, 2023 (inferred)
“I think the level of inflation here across everything I see is so extraordinary that the narrative is just BS.”
Jun 18, 2021 · Markets · Judgment call · by Dec 31, 2021 (inferred)
“I think the economy is gonna boom. GDP is gonna go way up.”
Jun 18, 2021 · Markets · Checkable · by Dec 31, 2021
“I think this G7 tax treaty is going to there's going to be different forms of it that come into America.”
Jun 11, 2021 · Politics · Checkable · by Jun 11, 2023 (inferred)
“So you're gonna see a variety of niche players, including Niva, that say we're gonna exit the ecosystem that paints us into a business model where we're no longer focused on the end consumer or the creator.”
Jun 4, 2021 · Tech · Judgment call · by Jun 4, 2022 (inferred)
“Twitter will have a new CEO.”
May 28, 2021 · Tech · Checkable · by May 28, 2022 (inferred)
“the requisite investments that NewCo, Discovery, whatever they're calling it, Discovery Plus, Discovery Communications is gonna have to make to show that they're a player and meet the expectations around subscriber growth around streaming is gonna require such an extraordinary investment that NewCo is gonna have... Is gonna miss on earnings.”
May 28, 2021 · Media · Judgment call · by Jun 30, 2023 (inferred)
“The stock will go down,”
May 28, 2021 · Markets · Checkable · by Jun 30, 2023 (inferred)
“I just don't see Brian Roberts deciding to sit on the sidelines and say, Oh, that's interesting.”
May 21, 2021 · M&A · Judgment call · by May 21, 2022 (inferred)
“I just don't like the notion that one individual can move markets like this. I think it's really, I don't think that ends well.”
May 7, 2021 · Markets · Judgment call · by May 7, 2022 (inferred)
“They're gonna do a skit on Doge coin. Doge coin's gonna become increasingly volatile around the... When SNL plays.”
Apr 30, 2021 · Markets · Checkable · by May 15, 2021 (inferred)
“I think that just as WeWork rose from the ashes, you're going to see another brand rise from the ashes and that is Quibi. Quibi. Quibi. At least the content from Quibi.”
Apr 23, 2021 · Media · Judgment call · by Apr 23, 2022 (inferred)
“And I think they're going to bring a lot of that content in short form, quick bites back to life. And I think all of a sudden Roku and its vertical content this is a gangster movie no one's talking about.”
Apr 23, 2021 · Media · Judgment call · by Apr 23, 2022 (inferred)
“Yeah. It's just that they were they were trying to charge you you get a dollar for every billion dollars in content from the most of the streaming services, and they were trying to charge $8. And shocker, people didn't wanna sign up for every billion dollars in content. Anyways, also, I think we're gonna have a much broader conversation around the role of whether or not elite universities should in fact be nonprofits.”
Apr 23, 2021 · Other · Judgment call · by Apr 23, 2022 (inferred)
“Compass, we predicted this. Compass is a now a broken IPO, and I think it's in the single digits.”
Apr 16, 2021 · Markets · Checkable · by Apr 16, 2022 (inferred)
Only if: No new COVID-19 variant emerges that can evade the vaccines
“I'm very confident the real economy, unless there's some sort of variant that shows up that can sneak around the vaccine, which is why we all need to get vaccinated sooner rather than later. But other than that, the real economy is going to boom,”
Apr 6, 2021 · Markets · Conditional · Judgment call · by Apr 6, 2022 (inferred)
“Microsoft will be the most valuable company in the world again.”
Mar 26, 2021 · Markets · Checkable · by Mar 26, 2022 (inferred)
“I think in the next few weeks, we're literally going to pivot to a demand side problem instead of a supply side problem.”
Mar 19, 2021 · Other · Judgment call · by Apr 16, 2021
“Anyways, think we're, the prediction is I think we're gonna have vaccine passports and I think slowly but surely corporations and States and governments are going to say, look”
Mar 19, 2021 · Politics · Checkable · by Mar 19, 2022 (inferred)
“I think the term Coursera and Coursera IPO are going to be terms we that are going be in the business news and on CNBC a lot.”
Mar 12, 2021 · Markets · Judgment call · by Jun 1, 2021 (inferred)
Only if: Coursera's IPO and the lead-up to it cement the company's brand as the leader and pioneer in the shift from campus-based to online learning
“Coursera, if they cement, if the IPO cements and the lead up to the IPO cements their brand as sort of the leader and the pioneer in the dispersion of campus to online learning, you could have a company that could really rock it on its IPO and pull the future forward of that additional capital.”
Mar 12, 2021 · Markets · Conditional · Judgment call · by Jun 1, 2021 (inferred)
“I don't think it happens because if you look at the history of wealth taxes, if they're annual, they'd end up not working because very smart, talented billionaires are the most mobile people in the world.”
Mar 5, 2021 · Politics · Checkable · by Mar 5, 2022 (inferred)
“So I think the more interesting conversation we're gonna start to have is some sort of what I'll call value accretion tax. And that is, you can't do an Elon Musk and add the GDP of Hungary to your net worth and leverage the town of Alameda, leverage the incredible innovation that the Bay Area brings, leverage again, Cal State, University of California, and then all of a sudden decide you got a hankering for Texas.”
Mar 5, 2021 · Politics · Judgment call · by Mar 5, 2022 (inferred)
“it's gonna be in the news a lot in the next sixty days.”
Feb 19, 2021 · Markets · Judgment call · by Apr 20, 2021
“Bitcoin's about to hit $50,000”
Feb 16, 2021 · Markets · Checkable · by Mar 16, 2021 (inferred)
“Yes, I think it's a lot of blah blah but they'll make slow progress but they finally appear to be getting serious about it.”
Feb 16, 2021 · Tech · Judgment call · by Feb 16, 2022 (inferred)
“my prediction is very straightforward. The GameStop is reattaching to the fundamentals and within two weeks is going be trading somewhere between $25 and $50 a share.”
Feb 5, 2021 · Markets · Checkable · by Feb 19, 2021
“those people are gonna rethink it the next time. I just don't think you're gonna see see the same level.”
Feb 5, 2021 · Markets · Judgment call · by Feb 5, 2022 (inferred)
“We're going to see some sort of platform create the opportunity to micro invest in influencers. And there's some very talented people doing fundamental analysis and also quite frankly, figuring out tools of influence and persuasion to create alpha and generate returns in the market. And somebody, some very smart entrepreneur is going to figure out a platform that lets you take five, 10, a 100 and disperse it to a group of individuals, kind of what I'll call creators or investors”
Jan 29, 2021 · Tech · Judgment call · by Jan 29, 2022 (inferred)
Only if: The US administers approximately 100 million vaccinations, targeted at the most vulnerable populations and those with high occupational contact with others
“if we get to, if we get to a 100,000,000 vaccinations, which is approximately a third of the population, if it's targeted at our most vulnerable and the people who have the most contact with other people as a function of their profession, we could probably fatalities down eighty percent.”
Jan 22, 2021 · Other · Conditional · Judgment call · by May 22, 2021
“So don't see in the short term, I don't see any catalyst for why they would come down. And that's about the moment that they crash. But I don't see them coming down in the short term.”
Jan 15, 2021 · Markets · Judgment call · by Jul 15, 2021 (inferred)
Only if: Twitter removes Trump/controversial content ("the nose ring") and shows signs of progress on a subscription product
“I think Twitter is going to 70 plus bucks a share on very simple moves. One, they get rid of the nose ring and two, they...”
Dec 22, 2020 · Markets · Conditional · Checkable · by Dec 31, 2021 (inferred)
“these things are going to vastly underperform over the next two to three years.”
Dec 22, 2020 · Markets · Judgment call · by Dec 31, 2023
“my big prediction is 2021 is gonna be the that SPACs dramatically underperform.”
Dec 22, 2020 · Markets · Judgment call · by Dec 31, 2021
“I do think there's going be a co working renaissance because I think small and medium sized firms are not gonna want... They're gonna want flexibility around office space. They'll need less of it, but they'll need it more on demand, if you will, and that's what coworking is.”
Dec 22, 2020 · Other · Judgment call · by Dec 31, 2021 (inferred)
“Amazon, Spotify, Apple will get into the business.”
Dec 22, 2020 · Media · Checkable · by Dec 31, 2021 (inferred)
“those companies are gonna go for irrational multiples to these really deep pocketed bidders who've recognized that their house of cards could be Joe Rogan.”
Dec 22, 2020 · Media · Judgment call · by Dec 31, 2021 (inferred)
“TikTok will continue to be massively in the news.”
Dec 22, 2020 · Media · Judgment call · by Dec 31, 2021 (inferred)
“Mark Zuckerberg and Sheryl Sandberg will use it as their defense for a breakup.”
Dec 22, 2020 · Tech · Checkable · by Dec 31, 2021 (inferred)
“it's a no lose scenario for them because either that multiple on AT and T goes up because the narrative shifts from the worst acquisition in the last decade to the largest script company. Yeah. They say, okay, we're not getting additional multiples, so let's spin HBO, which will go at a monster number”
Dec 22, 2020 · Media · Either/or · Checkable · by Dec 31, 2021 (inferred)
“I don't think that the Robinhood IPO is gonna go as swimmingly or even happen as soon as the investors would like to think.”
Dec 18, 2020 · Markets · Judgment call · by Dec 18, 2021 (inferred)
“two, I think looking back, and this is a prediction we have to look back in three years, I think Zoom is shaping up to be the AOL of 2021.”
Dec 18, 2020 · Markets · Judgment call · by Dec 18, 2023
“Yeah. I think first trade tomorrow, it's triple digits. And it's always dangerous to make those predictions but I think Airbnb stock comes out at first trade as a triple digits.”
Dec 11, 2020 · Markets · Checkable · by Dec 11, 2020
“while Facebook stock was off 2% and everybody including Mark Zuckerberg wants to think that this is a bad thing. No, it's not. This will unlock shareholder value. And their stock their stock goes up from here. It might dip in the short term, but their stock goes up.”
Dec 11, 2020 · Markets · Checkable · by Dec 11, 2021 (inferred)
Only if: Trump vetoes the NDAA while demanding Section 230 be attached to or repealed via the bill.
“I think all of a sudden, Republican senators at the age of about 80 are gonna have their testicles descend, and we're gonna have the first override of a veto around this bullshit defense linking section two thirty to to defense.”
Dec 4, 2020 · Politics · Conditional · Checkable · by Jan 15, 2021
“And Trump has has threatened to veto. I think he's so desperate for attention and relevance that he will likely veto this defense act and demand that two thirty is attached to it.”
Dec 4, 2020 · Politics · Checkable · by Jan 15, 2021
“I think that this year's returns in the first half of twenty twenty one for venture capitalists are going to be probably record returns because you have companies that were gonna go public in two or three years potentially, go public in q four, q one, q”
Nov 27, 2020 · Markets · Judgment call · by Jun 30, 2021
“In the next six months, CNN's gonna be sold.”
Nov 20, 2020 · M&A · Checkable · by May 20, 2021
“CNN is gonna have its best ratings since the Iraq War,”
Nov 20, 2020 · Media · Checkable · by Dec 31, 2020
Only if: Donald Trump starts his own paid over-the-top streaming platform
“Well, the latest one I heard was that he was gonna start his own paid over top thing. That won't work.”
Nov 20, 2020 · Media · Conditional · Judgment call · by Nov 20, 2021 (inferred)
“But the majority of ecommerce sites are going to be overwhelmed, and they're going to start sending out emails saying, we're not sure you can get it there in time for Christmas.”
Nov 13, 2020 · Markets · Judgment call · by Dec 25, 2020
“I mean, it's just gonna be staggering the business Amazon is gonna do in the next six weeks.”
Nov 13, 2020 · Markets · Judgment call · by Dec 25, 2020
“Well, I'm I'm sticking to my guns. I got the calibration wrong, but I think it's Biden.”
Nov 6, 2020 · Politics · Checkable · by Nov 10, 2020 (inferred)
“We we will have a change in power, and these fears around moving to an autocratic society where we don't know what's gonna...”
Oct 30, 2020 · Politics · Checkable · by Nov 3, 2020
“And he's gonna leave.”
Oct 30, 2020 · Politics · Checkable · by Jan 20, 2021 (inferred)
“I think Airbnb is going to be the most valuable company in travel and hospitality and leisure in the next twelve months when it goes public.”
Oct 16, 2020 · Markets · Checkable · by Oct 16, 2021
“It it will do about 6,000,000,000 next year in revenue.”
Oct 16, 2020 · Markets · Checkable · by Dec 31, 2021
“This thing, six to twelve months of the IPO, is going to pull a Tesla. And that is it's not going to be it's not only going to be the most valuable hotel company in the world. It's going to be worth more than in the next three or four combined.”
Oct 16, 2020 · Markets · Checkable · by Dec 31, 2021
“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
“A super impressive opportunity for an impressive activist here is gonna show up at Disney. There's too much opportunity. There's too many fallow assets.”
Oct 2, 2020 · Markets · Judgment call · by Oct 2, 2021 (inferred)
“I think and by the way, think there's more than 50% likelihood this deal never closed”
Sep 25, 2020 · M&A · Checkable · by Sep 25, 2021 (inferred)
“They announced something, and it never closes. Yeah. Never closes.”
Sep 20, 2020 · M&A · Checkable · by Mar 20, 2021 (inferred)
“It's to up and its supposed to do a direct listing anytime. Supposed to do a direct listing, I think, the next thirty days.”
Sep 18, 2020 · Markets · Checkable · by Oct 18, 2020
“you're going to see a bunch of companies leak a rumor that they're being acquired or they're in talks to acquire TikTok.”
Sep 8, 2020 · M&A · Checkable · by Nov 3, 2020
“So you're going to see a bunch of there's going to be a half a dozen companies quote unquote in serious talks to acquire TikTok.”
Sep 8, 2020 · M&A · Judgment call · by Nov 3, 2020
“TikTok will not be acquired by an American firm.”
Sep 8, 2020 · M&A · Checkable · by Jan 20, 2021 (inferred)
“Apple's gonna be in the connected fitness space.”
Sep 4, 2020 · Tech · Checkable · by Sep 4, 2021 (inferred)
“So Shopify, my prediction is Shopify and or Zoom are going to make just these titanic acquisitions.”
Sep 4, 2020 · M&A · Either/or · Checkable · by Sep 4, 2021 (inferred)
“It's going to come back, but it's not gonna return to the levels we were at.”
Sep 4, 2020 · Markets · Judgment call · by Sep 4, 2022 (inferred)
“And as a function of that extending the deadline on banning Tik Tok when he realizes that he doesn't control the studio audience here and he's made another stupid strategic move.”
Aug 30, 2020 · Politics · Checkable · by Nov 3, 2020 (inferred)
“Nothing happens. It's a lot of fun for the media, but basically, they just wait and and, there's no acquisition, and we wait till the election, and then we see what happens.”
Aug 30, 2020 · M&A · Checkable · by Nov 3, 2020
“The thing that'll stay the same is the tuition.”
Jul 31, 2020 · Other · Judgment call · by Sep 30, 2020 (inferred)
“Yeah. $15 an hour. We're pleased to announce we've raised... We didn't wait for the federal government. We've raised our minimum wage to $15 an hour. We are hiring more people than any firm in history through this period. He'll position himself as the great jobs creator.”
Jul 24, 2020 · Politics · Checkable · by Jul 27, 2020
“China wrap China. Himself in the American flag and say those those those dangerous AI weaponized Chinese are coming for us, and we're your national champion to defend you.”
Jul 24, 2020 · Politics · Checkable · by Jul 27, 2020
“He'll just stay out of the way. I'm a likable guy that likes Auburn football.”
Jul 24, 2020 · Politics · Judgment call · by Jul 27, 2020
“If you cancel it the last seventy two hours or withhold it, you probably don't lose any revenue because if you give all your advertisers a heads up that that that the windows close for advertising seventy two hours before, you know, call it October 31, they lose no revenue.”
Jul 14, 2020 · Tech · Judgment call · by Nov 3, 2020 (inferred)
“We're gonna find out that the amount of funding or bailout money that well funded venture backed and PE backed startups is going to be just frightening. And it's gonna be, I think, one of the scandals coming out of this.”
Jul 10, 2020 · Markets · Judgment call · by Jul 10, 2021 (inferred)
“I think there's gonna be a ton of articles listing all the people who took PPP money who, quite frankly, just didn't need it.”
Jul 10, 2020 · Media · Judgment call · by Jul 10, 2021 (inferred)
“I think we have the same unfortunate forces at play here with online trading.”
Jun 19, 2020 · Other · Judgment call · by Jun 19, 2021 (inferred)
“My prediction is I think these online trading apps are gonna be kind of the new”
Jun 19, 2020 · Other · Judgment call · by Jun 19, 2021 (inferred)
“I mean, I think there will be attempts to eat away at 02:30 and there are a few other attempts right now and people have talked about other ways to sort of use the FAFSA playbook on 02:30. So I think it's very, very likely that we'll see attempts to eat away at 02:30 whether or not they'll be successful.”
Jun 9, 2020 · Politics · Judgment call · by Jun 9, 2021
Only if: No COVID-19 vaccine is developed and distributed by September 1, 2020
“But what I would what I would project is unless we have a vaccine by September 1, are we really gonna send 55 year olds into a room with 170 kids where the windows don't open? And then on week 12, send them to the four corners of the earth.”
May 29, 2020 · Other · Conditional · Checkable · by Sep 1, 2020
“I think this next class of companies that comes out is gonna be one of the best performing IPO classes of the last decade.”
May 26, 2020 · Markets · Judgment call · by Dec 31, 2020 (inferred)
“Airbnb will be enormous.”
May 26, 2020 · M&A · Judgment call · by May 26, 2021 (inferred)
“their profits will be stronger. They've a lot of these companies have laid off 20%, 30% of their staff, their revenues are going to return, they'll hire back 5% of those people, and their profitability is going to skyrocket.”
May 26, 2020 · Markets · Judgment call · by May 26, 2021 (inferred)
“It'll be used as an excuse to start cutting people's salaries.”
May 26, 2020 · Tech · Judgment call · by May 26, 2025
“The the bigger gonna get bigger.”
May 12, 2020 · Markets · Judgment call · by May 12, 2021
“The government, CCB, and the Fed are gonna continue to print money, which will sort of be... It will save a lot of big companies from facing the music.”
May 12, 2020 · Markets · Judgment call · by May 12, 2021
“Well, this is more about psychology than it is, any underlying fundamentals, but I think that you're gonna see Uber stock way up after hours because I don't think you announce an acquisition like this unless you're feeling your mojo.”
May 8, 2020 · Markets · Checkable · by May 8, 2020
“But I think, and it's so dangerous to make these predictions, but I think that basically Uber is going to report that things have stabilized and have started to return or things are the light at the end of the tunnel has been illuminated for ride hailing.”
May 8, 2020 · Markets · Checkable · by May 8, 2020
“We're gonna see just a raft of retail bankruptcy,”
May 5, 2020 · Markets · Checkable · by May 5, 2021 (inferred)
“Your Sephora's, your restoration hardwares are gonna be stronger coming out of this.”
May 5, 2020 · Markets · Judgment call · by May 5, 2021 (inferred)
“I think that PPP is going to end up being the real or one of the real scandals of this.”
Apr 24, 2020 · Politics · Judgment call · by Apr 24, 2021 (inferred)
“you're about to see a concerted multi prong attack on the World Health Organization from the current administration.”
Apr 10, 2020 · Politics · Judgment call · by May 10, 2020 (inferred)
“I think one of the things we're gonna find has resulted in a higher incidence of infection across America when you test for income, when you test for region, when you test for age, it's gonna be viewership of Fox News.”
Mar 31, 2020 · Media · Judgment call · by Mar 31, 2021 (inferred)
“I think they're gonna come under tremendous legal scrutiny is Liberty University in Kentucky who has decided after...”
Mar 31, 2020 · Other · Judgment call · by Mar 31, 2021 (inferred)
Only if: The curve of new coronavirus infections in Italy begins to flatten
“I think if and when that curve begins... Of new infections begins to flatten in Italy, we're going to have a tremendous surge of optimism and relief,”
Mar 20, 2020 · Markets · Conditional · Judgment call · by Jun 20, 2020 (inferred)
“I think this might be the starting point or the starting gun for the disruption in education and healthcare that everyone's been waiting”
Mar 13, 2020 · Other · Judgment call · by Mar 13, 2021 (inferred)
“I think this might be the starting point or the starting gun for the disruption in education and healthcare that everyone's been waiting”
Mar 13, 2020 · Other · Judgment call · by Mar 13, 2021 (inferred)
“The only prediction I'll have around that, I don't know, she's not gonna endorse Sanders because I think these people are all very power hungry.”
Mar 6, 2020 · Politics · Checkable · by Jun 1, 2020 (inferred)
“I think she's gonna go with the winner right now. Joe has so much momentum.”
Mar 6, 2020 · Politics · Checkable · by Jun 1, 2020 (inferred)
“Twitter was gonna come to an agreement with activist investors and give up board seats within ten days or three days or something within the next seven days and within thirty days now it's twenty seven days.”
Mar 6, 2020 · M&A · Checkable · by Apr 2, 2020
“You're about to see you're about to see video footage of Bernie Sanders Mhmm. Talking about how much he loves Russia and very very sketchy socialist leaders in Latin America. All the scrutiny that everyone has been scared of around Bernie is about to come full force at him in the next in the next seven days.”
Feb 21, 2020 · Politics · Judgment call · by Feb 28, 2020
“I think Zoom, which is already up 20% in the last nine days Oh, is what's probably... It's at a 107. I think it goes to one forty or one fifty.”
Feb 21, 2020 · Markets · Checkable · by May 21, 2020 (inferred)
“my win is India and The United Kingdom respectively have, looks like they're gonna pass legislation where India is gonna demand that Facebook cooperate with the government, which is means that they're saying you can't encrypt your backbone.”
Feb 14, 2020 · Politics · Checkable · by Feb 14, 2021 (inferred)
“And you're gonna see Elizabeth Warren radically go on the attack against Trump personally, which is her raising her hand to be the vice president, the attack dog for whoever”
Feb 14, 2020 · Politics · Judgment call · by Aug 1, 2020 (inferred)
“On a GAAP basis, on a GAAP basis, I will drive an Uber for a day, which I, isn't a big deal, I've always thought about doing that, it'd be kind of interesting. I'll make a bet, not that Dara Khasushahi wants to make a bet with me. On a GAAP basis, there's no way this company is profitable”
Feb 11, 2020 · Markets · Checkable · by Feb 11, 2021 (inferred)
“We said our prediction was it would be single digits by March 1. It's gonna be single digits probably by the end of the day.”
Feb 11, 2020 · Markets · Checkable · by Feb 11, 2020
“I think it's gonna play... I think Bloomberg's gonna be the winner in the sense that no dominant victor's gonna come out.”
Feb 4, 2020 · Politics · Judgment call · by Feb 4, 2020 (inferred)
“And I think all of a sudden everyone's going to start talking about Bloomberg as a viable candidate.”
Feb 4, 2020 · Politics · Judgment call · by Mar 3, 2020 (inferred)
“And I'm biased, but there's I think Mayor Pete is going to do well.”
Feb 4, 2020 · Politics · Checkable · by Feb 4, 2020 (inferred)
“I think this will be seen as the equivalent of an individual running towards the end zone and getting so excited that they spike the ball on the three yard line, it becomes a fumble. I think we're going to find as analysts and academics dig into this actual trade deal, that we are no better off than we were before.”
Jan 17, 2020 · Politics · Judgment call · by Jan 17, 2021 (inferred)
“Twitter invites an activist or is acquired,”
Jan 17, 2020 · M&A · Either/or · Checkable · by Dec 31, 2020 (inferred)
“We're gonna see a basket of security stocks skyrocket as cyber attacks become more brazen based on the cloud cover of Iran.”
Jan 17, 2020 · Markets · Judgment call · by Dec 31, 2020 (inferred)
“I think what you're going to see is there are massive inbound attacks, cyber attacks on The US and attempts to hack different databases or different kind of digital reservoirs, if you were, digital caches in The US. And I think you're about to see just an explosion in cyber attacks and hacks.”
Jan 10, 2020 · Tech · Judgment call · by Oct 10, 2020
“which has the double negative of I think it's going to embolden a lot of other foreign governments to step up and become more brazen in their attacks on The US.”
Jan 10, 2020 · Tech · Judgment call · by Oct 10, 2020
“The result is there's gonna be a couple attacks that will work, that will get a lot of press,”
Jan 10, 2020 · Tech · Judgment call · by Oct 10, 2020
“the market might crash, but they'll outperform any those four companies or five companies will outperform every other sector.”
Dec 27, 2019 · Markets · Checkable · by Dec 31, 2020
“I just don't see that changing for the next one or two years. I think these companies are gonna continue.”
Dec 27, 2019 · Markets · Judgment call · by Dec 27, 2021
“I think we're gonna hear about Apple in China. Soon as the headline news and the noise around the tariffs, if at some point it goes away, The only big tech company that's been able to make any real or sustain inroads in China has been Apple because of its luxury status. But also, I what... I think Apple in China is gonna come up a lot. Because I wonder what has gone on in terms of their supply chain, in terms of privacy. And Tim toes a pretty, I don't wanna call it indignant, but a pretty righteous tone around his activities and his use it to his advantage. And I wonder what kind of deal with China he has struck. And I think we're gonna start hearing more uncomfortable things about what China has had to do to stay relevant and sell as many iPhones. I think there's no free lunch over there. Think a company that big is probably... We're gonna hear Apple and China in the news more in 2020. And it's not gonna be good for Apple.”
Dec 17, 2019 · Tech · Judgment call · by Dec 31, 2020
“I think in 2020, we're gonna start hearing a lot more about the effects of pornography on young men.”
Dec 13, 2019 · Other · Judgment call · by Dec 31, 2020
“I think it's gonna impact marriages, household formation,”
Dec 13, 2019 · Other · Judgment call · by Dec 31, 2020 (inferred)
“I think, I think the odds on favor right now for the Democratic, ticket and the vice president role is, senator Kamala Harris.”
Dec 6, 2019 · Politics · Checkable · by Aug 31, 2020 (inferred)
“Twitter goes below $25 a share”
Dec 3, 2019 · Markets · Checkable · by Dec 31, 2020
“an activist steps in.”
Dec 3, 2019 · Markets · Checkable · by Dec 31, 2020
“My prediction. So a name you're gonna hear more about in 2020, and it's gonna about to become a player in the ecosystem between the intersection of tech and the streaming wars, which I'm just fascinated right now, is Roku.”
Nov 22, 2019 · Tech · Judgment call · by Dec 31, 2020
“So let's be clear. Let's double down on that. The surprise winner the winner of Iowa is gonna be Mayor Pete.”
Nov 15, 2019 · Politics · Checkable · by Feb 3, 2020 (inferred)
“my prediction is about WeWork and that is what Afghanistan and Vietnam were to Russia and The United States, WeWork is gonna be to SoftBank. And that is that they've thrown good money after bad. And my anecdotal evidence that this thing can't get... They can pull the nose up on this thing and it will be a bankruptcy or some sort of restructuring probably by q four twenty twenty or q two twenty twenty one”
Nov 8, 2019 · M&A · Checkable · by Jun 30, 2021
“Impossible has lined up its IPO. That's not going to happen.”
Nov 1, 2019 · Markets · Checkable · by Nov 1, 2020 (inferred)
“But I think mayor Pete is about to surge”
Oct 25, 2019 · Politics · Judgment call · by Nov 24, 2019 (inferred)
“We're gonna have a new entrant. I mean, Hillary Clinton's talking about getting back in the race, mayor Bloomberg or an unknown.”
Oct 25, 2019 · Politics · Either/or · Checkable · by Nov 24, 2019 (inferred)
“Prediction my prediction is the the biggest winner over the next thirty days is gonna be Mayor Pete.”
Oct 25, 2019 · Politics · Checkable · by Nov 24, 2019
“And the other prediction is there's just gonna be such a reevaluation of venture growth.”
Oct 18, 2019 · Markets · Judgment call · by Oct 18, 2020 (inferred)
“I think that SoftBank's incredible poor judgment around we perhaps means that they've demonstrated poor judgment around other investments. So I'm looking at their other real estate investments, specifically OYO, Compass Failed to Open Door.”
Oct 11, 2019 · Markets · Judgment call · by Oct 11, 2020 (inferred)
“Yeah, people are gonna be a little bit more measured. It's gonna be a little bit more PG-thirteen, and we'll see a small check back, but they won't collapse the way we saw we collapse.”
Sep 27, 2019 · Markets · Judgment call · by Mar 27, 2020
“there's going to be a really big story coming down the pike around the impact of the blast zone of SoftBank. That's the big story here is the Vision Fund. I think the Vision Fund could be on the precipice of an implosion that makes the WeWork story look like, you know, look like an Easter Easter brunch.”
Sep 20, 2019 · Markets · Judgment call · by Sep 20, 2020 (inferred)
“The biggest IPO or the most successful IPO of 2020 is gonna be Airbnb.”
Sep 13, 2019 · M&A · Judgment call · by Dec 31, 2020
“Think the immunities are kicking in. I think where the markets are prone to fits of sanity and rationality or, you know, rational thinking is starting to seep in, and I don't think WeWork is gonna get public. And it's gonna be... It's... I think it's I think it's the market's finally saying enough. So my prediction is WeWork, despite cutting their valuation in half today, doesn't get out.”
Sep 6, 2019 · Markets · Checkable · by Sep 6, 2020 (inferred)
“I think the story of the year and maybe even the story of the next several years is gonna be Epstein's apparent suicide.”
Aug 16, 2019 · Media · Judgment call · by Dec 31, 2019 (inferred)
“But yeah, I like your prediction more. Think that I think the market got wrong was off 5% after the earnings call because let's be honest, this bundling and recurring revenue bundles are just extraordinarily expensive, but I agree with you. I think it's gonna come back.”
Aug 9, 2019 · Markets · Checkable · by Aug 9, 2020 (inferred)
“I gave you my prediction. Beyond Meat is cut in half in the next twelve months. This time.”
Aug 2, 2019 · Markets · Checkable · by Aug 2, 2020
“Look. I think it's a fascinating category. It's gonna wake up Tyson and all these other agra industrial complex from there, what I'll call Hormel. Plant based, slumber this way... Same way Tesla has woken up Germans and Americans from their electric slumber.”
Aug 2, 2019 · Markets · Judgment call · by Aug 2, 2020 (inferred)
“Doesn't matter. Everyone's gonna see it. Anyone with kids is gonna go see anything that says Disney on it. And if you don't see it in the theaters, you're gonna see it at home. And your kids immediately... Just look at the way your kids respond to the graphics and the coloring and the visual identity that connotes Disney or Pixar, it means that you watch it. It could get zero stars or 0% on Rotten Tomatoes. And at some point, they're gonna monetize it because their brand is so consistently stands for outstanding quality,”
Jul 19, 2019 · Media · Checkable · by Dec 31, 2019 (inferred)
“So this was going to happen, it's only going to get worse, and it's a huge disappointment that we're literally fracturing probably the greatest alliance in the history of mankind,”
Jul 12, 2019 · Politics · Judgment call · by Jul 12, 2020 (inferred)
“It's difficult. It's difficult to, it could be anything. It could be Russia deciding to, like, quote unquote, do a soft invasion of one of their neighbors. It could be another missile being launched by North Korea, another test. It could be the Iranians spinning up their uranium again.”
Jul 12, 2019 · Politics · Either/or · Checkable · by Aug 26, 2019
“It's gonna be La Croix. The sparkling water's gonna get its butt kicked by Bubly, a Pepsi brand,”
Jul 5, 2019 · Markets · Judgment call · by Aug 4, 2019
“and we're gonna see a new crop of nominees or contenders emerge.”
Jul 5, 2019 · Politics · Judgment call · 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
“Uber and Lyft are still waiting for their massive, implosion. We're gonna lose the value of Ford Motor between, the the value destruction we're gonna see at Uber and Lyft over the next twelve months.”
Jun 21, 2019 · Markets · Judgment call · by Jun 21, 2020
“ride hailing is going to shed more value than the majority of the S and P 500 companies are worth in the next six to twelve months.”
Jun 14, 2019 · Markets · Judgment call · by Jun 14, 2020
“So my prediction is a breakout show and this is a this is... You know, I love television. I have a new breakout show.”
May 31, 2019 · Media · Judgment call · by May 31, 2020 (inferred)
“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 · Judgment call · by May 24, 2020 (inferred)
“You're talking about a loss probably in my view over the next six to twelve months between Lyft and Uber. A loss of... A destruction of 20 to $30,000,000,000 in shareholder value.”
May 17, 2019 · Markets · Checkable · by May 17, 2020
“I think when we look at 2019 in retrospect, all of the unicorns that have gone public will have lost more market cap than they've gained. I think that their IPO prices combined... Their their market cap combined will be greater on the day of their IPOs and will be twelve months on. I think the unicorn class is gonna lose in in '19.”
Apr 19, 2019 · Markets · Judgment call · by Dec 31, 2019
“So we predicted that Lyft would come out at $100. We were wrong. It came out at 90. And our prediction is within six months that it gets cut in half at least.”
Apr 5, 2019 · Markets · Checkable · by Oct 5, 2019
“And then within a year, it's a broken IPO.”
Mar 29, 2019 · Markets · Checkable · by Mar 29, 2020
“I think a white male is gonna be the Democratic nominee because I think deep down everyone is freaked out.”
Mar 22, 2019 · Politics · Checkable · by Aug 31, 2020 (inferred)
“the stock's gonna pop.”
Mar 22, 2019 · Markets · Checkable · by Apr 30, 2019 (inferred)
“Yeah. Lip's gonna make it out first.”
Mar 22, 2019 · Markets · Checkable · by Dec 31, 2019 (inferred)
“the Times won't be sold.”
Mar 15, 2019 · Media · Checkable · by Mar 15, 2020 (inferred)
“Conde Nast will begin selling itself.”
Mar 15, 2019 · M&A · Checkable · by Mar 15, 2020 (inferred)
“My prediction is that the big tech platforms are going to start to embrace their roles as content moderators. Meaning that they're going to... On the upside, you have companies like Twitter that I think will actually start kicking more vitriolic, hateful, terrible, abusive people off its platform.”
Mar 1, 2019 · Tech · Judgment call · by Mar 1, 2020 (inferred)
“So, anyway, I think there's going to be... My prediction is that in the short term, there's gonna be more of an embrace of curated content from the big tech tech platforms.”
Mar 1, 2019 · Tech · Judgment call · by Sep 1, 2019 (inferred)
“And my prediction, and I'll use this as my prediction, think he's gonna decide not to run.”
Feb 8, 2019 · Politics · Checkable · by Nov 3, 2020 (inferred)
“Gonna just rock it up in the next three months. Be clear, bad for the bad for our democracy, bad for the planet. But this is... This stock and this company have a supernova business model. I think it's up 13% today.”
Feb 1, 2019 · Markets · Checkable · by May 1, 2019
“Look for Amazon Media Group to all of a sudden be the third player in the Facebook, Google duopoly.”
Feb 1, 2019 · Markets · Judgment call · by Feb 1, 2020 (inferred)
“Fastest growing media company in the world, over a billion dollars.”
Feb 1, 2019 · Markets · Checkable · by Feb 1, 2020 (inferred)
“It won't happen, Kara. There's no way there's no way either party wants to go there again because I think if if Trump they test. If we went to another shutdown, people would just move to, okay. Let's vote them all out. And the one thing that scares all of them is the notion of not being reelected. So, no, the government won't be shut.”
Feb 1, 2019 · Politics · Checkable · by Dec 31, 2019 (inferred)
“Yeah. I think that... I think we're gonna hear that... Those two words, Southern District, a lot over the next twelve months.”
Feb 1, 2019 · Politics · Judgment call · by Feb 1, 2020
“I think the government shutdown's over by the time you and I speak again.”
Jan 25, 2019 · Politics · Checkable · by Feb 1, 2019
“My sense is that shit's about to get real, that we're on the verge of either a, you know, a disaster or a national security breach that will be directly reverse engineered to the shutdown.”
Jan 25, 2019 · Politics · Either/or · Judgment call · by Mar 1, 2019 (inferred)
“Some sort of deal where both sides claim victory. It'll be the president, I wanna say blinking first or squinting first, he'll claim that he got what he wanted.”
Jan 25, 2019 · Politics · Judgment call · by Feb 1, 2019
“I think it's also gonna be a rough year for Tesla, I know you love Elon Musk.”
Jan 25, 2019 · Markets · Judgment call · by Dec 31, 2019
“But my prediction is 'nineteen is going to be a very bad year for WeWork.”
Jan 18, 2019 · Markets · Judgment call · by Dec 31, 2019
“I think WeWork is gonna be in the news for all the wrong reasons in 2000 and 2019.”
Jan 18, 2019 · Media · Judgment call · by Dec 31, 2019
“I think it's gonna become a big issue in 2019.”
Jan 18, 2019 · Tech · Judgment call · by Dec 31, 2019
“think something else that's gonna get a lot of scrutiny is that these two class shareholder stocks, these two class shareholder stocks protect these managers.”
Jan 18, 2019 · Markets · Judgment call · by Dec 31, 2019 (inferred)
“Well, I've already made that prediction. I think it's going a lot higher because I think all the headline news doesn't translate to a deceleration in business, and the company looks on most traditional metrics cheap.”
Dec 28, 2018 · Markets · Checkable · by Dec 28, 2019 (inferred)
“But I think that's the big kind of optimistic or interesting business story of '19 is big tech going into health care.”
Dec 21, 2018 · Tech · Judgment call · by Dec 31, 2019
“I don't think they'll be broken up like that. Time Warner is an incredible... I mean there's some incredible assets.”
Dec 14, 2018 · M&A · Judgment call · by Dec 14, 2019 (inferred)
“I think she's gonna announce that she wants to go run a foundation or or talk about service or...”
Dec 7, 2018 · Tech · Either/or · Judgment call · by Dec 7, 2019 (inferred)
“I think you're gonna see two to three private company CEOs announce that they're exploring a run for president.”
Nov 23, 2018 · Politics · Checkable · by Dec 31, 2019 (inferred)
“Imminently, they're gonna announce that DC, the DC Metro Area, is the location of their HQ2, reflecting that this entire shit show circus HQ2 is nothing but a ruse.”
Oct 19, 2018 · Tech · Checkable · by Mar 31, 2019 (inferred)
“I think Facebook is... I think the stock is remarkably undervalued. And to be clear, bad for America, bad for the planet, but I just think the stock is gonna scream when people realize that probably they're gonna get through this and they're gonna start posting just enormous numbers. It's gonna turn into apples two years ago.”
Sep 28, 2018 · Markets · Judgment call · by Sep 28, 2019 (inferred)
“He's is he's got... He clings to power like he makes an African dictator look charming. What what... How on earth does Mark Zuckerberg leave? Two classes of stock? How can he leave?”
Sep 28, 2018 · Tech · Checkable · by Sep 28, 2019 (inferred)