Adam Leventhal

And I don't know, Adam, if you've got any thoughts.

So you've got SpaceX, OpenAI, Anthropic, all potentially going, trying to get out, trying to IPO.

I think we are going to have one of those S1s is going to be disconcerting.

And that it's going to show that the economic models of one of these companies is much more strained than people realized.

I don't know if we don't see any more, or I don't know if we do or don't see any more.

I don't know, but I think that you're going to have an S1 that is extremely, because I'm thinking of the WeWork S1 in particular.

The WeWork S1 ended up having a real blast radius, if you remember that, where it was really revealed that like, oh, this is not a good business that WeWork is in.

And we work with all sorts of shenanigans, and I think that we will see some kinds of shenanigans in one of these big S1s.

I love it.

That is my prediction.

But I also, you know what, I'm just going to say it, even though this is a dumb prediction.

I think that, so I think the SpaceX S1 damages either Tesla or XAI.

So I think that the SpaceX S1 reveals something where you, I mean, in particular, like to my three-year prediction of last year that the Cybertrucks no longer made, SpaceX is infamously buying like lots and lots and lots of Cybertrucks.

And I hope to hell that this is somehow above the bar required to be in the S1 to reveal how many Cybertrucks they've actually bought.

But that's the kind of thing I'm talking about.

That's right.

That's right.

So that is my other one-year prediction.

Good.

We'll see.