Uber Technologies, Inc. stock price will rise and break above $88 per share at some point in the future (no explicit timeframe given).
“I mean, I'm going to be a tariff. Uber brakes 88. That's my number. 88 is the number. You're all fucked when that happens. And we're getting close.”
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Explanation
Uber's stock traded as high as $101.99 over the following year, meaning it necessarily crossed above $88 at some point, consistent with the prediction (though it has since retreated to the $70-80 range by this check).
In the near term following this May 2025 episode, the Trump administration will take executive or regulatory action on abusive third‑party import practices on Amazon, and Congress will pass (or at least formally advance) legislation aimed at shutting down or heavily restricting certain categories of foreign direct‑to‑consumer imports (the "foreign import of records" issue they describe).
“the Trump administration is going to act on this. And if there's an act that's coming out of Congress as well to shut down the foreign import of records.”
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Explanation
The Trump administration did take strong executive action against abusive de minimis imports, suspending the exemption for China/Hong Kong in mid-2025 and worldwide by August 29, 2025, but this was done via executive order rather than a distinct act of Congress.
Over the nine months following this May 2025 discussion (i.e., by around February 2026), there will be a series of new trade deals concluded under the Trump trade policy, and there will NOT be a significant shrinkage in either foreign direct investment into the U.S. or domestic investment due to policy uncertainty; instead, the U.S. economy will "end up in a good spot" after iterating through the new tariff/trade framework.
“If we're sitting here in nine months and you're saying this and there are no deals, I would say that you're right... So for all we know, there's like 30 deals that are waiting in the wings. And the first one will set the tone... I think that Sachs is right here, which is it's way too early to declare defeat and that it was quote unquote, chaos. I think if we're sitting here in nine months and foreign direct investment has shriveled up and domestic investment has shriveled up because there is just no continuity, you have a claim.
G [01:02:37.020]: But that's not because because I don't I don't think that'll happen. I don't think that'll happen. I think we will end up in like, I'm with Ryan. Like we will end up in a good spot because we'll iterate through this.”
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Explanation
By around February 2026, the administration had concluded numerous framework trade deals (EU, UK, Japan, Korea, Switzerland, Vietnam, El Salvador, Taiwan, and others), several bringing large new U.S. investment commitments, without the feared broad-based collapse in foreign or domestic investment.
By roughly four years from this May 2025 episode (around May 2029, i.e., the end of the presidential term), (1) state‑of‑the‑art AI model algorithms, (2) leading AI chips, and (3) aggregate deployed AI data‑center compute capacity will each be about 100× more powerful than at the time of this discussion, implying on the order of a 1,000,000× (10^6) combined increase in effective AI compute capability available to the economy, with that gain split between lower prices, higher performance ceilings, and greater total deployed capacity.
“the models, the chips, and the data centers will all be 100 times more powerful in four years, let's say at the end of this presidential term. So you multiply those things together, the algorithms, the chips, and then the raw compute that's available. You're talking about a million x increase,”
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Explanation
The predicted four-year (~2029) 100x-per-component compute scaling window hasn't elapsed.
Within "several years" of May 2025 (interpretable as by roughly 2030), individual AI/data‑center facilities with total power draw in the 5–10 gigawatt range will exist and be in operation.
“we're just starting to now see the first gigawatt power data centers. I don't even think they're live yet, but this is where they're trying to get to. And I don't think it's beyond the realm of possibility that we could be at 5 or 10 gigawatt data centers in the next, I don't know, several years.”
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Explanation
Gigawatt-and-larger AI data centers are already operational well ahead of the predicted 'several years' timeline: Stargate's Abilene site and other hyperscaler facilities are running at or approaching multi-gigawatt scale as of 2026.