ALL INPredictions

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Sat, 08 Aug 2026 00:32:00 +0000

Back to episodes
Brad Gerstner Too Early 00:22:05 geopoliticsmarkets

SpaceX will hit $100 billion in ARR by the end of 2026 and reach $1 trillion in ARR by 2030 (pulled forward a year from its prior 2031 target).

“I thought his guides were pretty extraordinary. 100 billion in ARR by the end of the year. And he pulled forward the $1 trillion target in ARR by a year from 2031 to 2030.” View on YouTube
Explanation

As of August 2026, SpaceX's AI/compute-rental ARR is well below $100 billion, and the $1 trillion ARR target is set for 2030. Neither milestone has been reached yet, so this remains unresolved.

David Sacks Too Early 00:28:12 geopoliticsmarkets

SpaceX's Starlink business alone could be worth a trillion-dollar market cap within roughly 18 months to 2 years.

“The Starlink business alone could be a trillion dollar market cap within 2 years, within 18 months, let's say.” View on YouTube
Explanation

SpaceX's overall market cap (including Starlink) is already around $1.9-2.1 trillion post-IPO, with roughly $1.6 trillion attributed to the connectivity/Starlink segment specifically, per August 2026 reporting. That's close to the trillion-dollar mark this prediction called for within 18-24 months of the July 2026 episode, but since SpaceX's valuation already reflects the whole company (not an independent Starlink-only valuation event) and the 18-24 month window hasn't elapsed, this remains unresolved rather than confirmed.

Brad Gerstner Too Early 00:34:06 aimarkets

Anthropic will IPO later in 2026 at a valuation of roughly $1.5-2 trillion, with revenue run-rating over $100 billion by the end of the year.

“we've talked about the Anthropic IPO, or a lot of people have talked about it later this year. I hear a lot of people saying 1.5 or 2 trillion dollars. David just talked earlier that it's going to be run rating over 100 billion maybe by the end of the year.” View on YouTube
Explanation

As of August 2026, Anthropic has not yet IPO'd; investors reportedly are targeting an October 2026 listing at a valuation of $2 trillion or more, and ARR is reported around $65B (with some full-year 2026 projections of $100-120B), tracking toward but not yet confirming the prediction's figures.