Ian

Yeah, my six-year was slightly less optimistic than Steve because I said Waymo overtakes Uber in rider miles per day, so I didn't lump lift in to hedge my bets a little bit. My one-year prediction... I had two. One was open AI pricing or usage limit changes to prevent losing money on power users of their current flat monthly pricing schemes, which I think has already been discussed.

The other I had was a ban on new sales of TP-Link routers in the USA one year.

The other I had was a ban on new sales of TP-Link routers in the USA one year.

That's a one year. I think that they're kind of still experimenting with pricing. And it's very clear that they set the pricing based on Sam Altman trying two different price points and being like, yep, that'll do. And they hadn't really run the numbers or seen how the users actually utilize the product.

That's a one year. I think that they're kind of still experimenting with pricing. And it's very clear that they set the pricing based on Sam Altman trying two different price points and being like, yep, that'll do. And they hadn't really run the numbers or seen how the users actually utilize the product.

And I think that they may keep this current pricing schemes, but just put a kind of usage cap, at which point you have to start paying for additional credits, sort of like, I don't know how audio books work on Spotify, where you can run out of minutes within a month and have to buy more. I think the same will happen for like GPT-

And I think that they may keep this current pricing schemes, but just put a kind of usage cap, at which point you have to start paying for additional credits, sort of like, I don't know how audio books work on Spotify, where you can run out of minutes within a month and have to buy more. I think the same will happen for like GPT-

where power users are currently spending more compute than they're bringing in in revenue. So it doesn't make financial sense for them to continue to set money on fire at that kind of scale.

where power users are currently spending more compute than they're bringing in in revenue. So it doesn't make financial sense for them to continue to set money on fire at that kind of scale.

Yeah, this is a ban on new sales of TP-Link router hardware within the USA.

Yeah, this is a ban on new sales of TP-Link router hardware within the USA.

Okay.

Okay.

Correct, yeah. There has been some pretty recent news stories about this, and I feel like the incoming administration kind of stance on Chinese companies is going to be potentially even more restrictive than the outgoing administration. So I feel like the stage is set for this to happen. And that plus the kind of...

Correct, yeah. There has been some pretty recent news stories about this, and I feel like the incoming administration kind of stance on Chinese companies is going to be potentially even more restrictive than the outgoing administration. So I feel like the stage is set for this to happen. And that plus the kind of...

network level intrusion into some of the large scale telecommunication companies has kind of heightened fears of large scale intrusion into the network stack within homes. So I feel like there's a few like things that are kind of pointing in that direction. Yeah.

network level intrusion into some of the large scale telecommunication companies has kind of heightened fears of large scale intrusion into the network stack within homes. So I feel like there's a few like things that are kind of pointing in that direction. Yeah.

Yeah, in rider miles per day, which means that it may be that they're not in all the cities that Uber is, but they drastically out-compete Uber in the cities that they are present in.

Yeah, in rider miles per day, which means that it may be that they're not in all the cities that Uber is, but they drastically out-compete Uber in the cities that they are present in.

So this means that they don't necessarily have to get... They need a large-scale deployment, obviously, but I think that they will massively out-compete Uber in any market that they're in because the product is superior.