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First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
AI TAM call. company self-interested TAM at her own event; distinct from the $1.4T accelerator subset
“$2 trillion market opportunity for us as we think about from now through 2030”
accelerator market size
“it's going to reach $1.4 trillion by the time we get to 2030”
adoption pace superlative. superlative observation by the CEO of a direct beneficiary
“I've never seen a technology adoption curve like what we're seeing with AI right now”
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