# Bet The Decade

> Bet The Decade tells the story of one company at a time and looks ten years ahead (AI power, chips and fabs, space, biotech, quantum). This site publishes episode transcripts with chapters and sources, and company pages with dated data from SEC EDGAR filings. Educational content, not investment advice. No price targets. The author may hold shares in companies discussed.

- YouTube: https://www.youtube.com/@BetTheDecadeTV
- X: https://x.com/BetTheDecade

## Key pages

- [Bet The Decade: Company Stories and the Next Ten Years](https://betthedecade.com/): Company stories and the next ten years, with sources for every number. Episode transcripts, company pages with SEC data, FAQ. Not investment advice.
- [About Bet The Decade](https://betthedecade.com/about/): Bet The Decade tells one company story at a time and looks ten years ahead. Videos on YouTube, short takes on X, transcripts and sources here.
- [Methodology: How We Research](https://betthedecade.com/methodology/): How Bet The Decade researches: two independent sources, official dated company data from SEC EDGAR, transcripts by chapter, no price targets.
- [Disclosure: Not Investment Advice](https://betthedecade.com/disclosure/): Bet The Decade is educational content, not investment advice. The author may hold shares in companies discussed. No price targets.
- [FAQ: AI, Energy, Space and the Decade Ahead](https://betthedecade.com/faq/): Answers about Bet The Decade, the companies it covers, AI power, neoclouds, satellites to phones, sources and disclosure. Not investment advice.
- [All Episodes](https://betthedecade.com/episodes/): Every Bet The Decade episode with chapters, a full transcript and the sources behind each number.
- [Companies](https://betthedecade.com/companies/): One page per company discussed on Bet The Decade: what it does, dated data from SEC filings, EDGAR links, FAQ and every episode.
- [Themes](https://betthedecade.com/themes/): The big themes of the decade: AI power, chips and fabs, space, biotech and quantum.

## Company pages (complete, indexed)

- [AST SpaceMobile (ASTS)](https://betthedecade.com/companies/asts/): AST SpaceMobile is building a network of large satellites designed to connect directly to ordinary mobile phones, working with mobile network operators.
- [Cerebras Systems (CBRS)](https://betthedecade.com/companies/cbrs/): Cerebras Systems designs wafer-scale AI processors, the systems built around them, and sells access to AI computing as a cloud service.
- [Constellation Energy (CEG)](https://betthedecade.com/companies/ceg/): Constellation Energy is a US power producer that operates the largest fleet of nuclear power plants in the United States and sells electricity and energy services to businesses and households.
- [CoreWeave (CRWV)](https://betthedecade.com/companies/crwv/): CoreWeave is a cloud provider that specializes in renting out GPU computing power for training and running AI models.
- [Hims & Hers (HIMS)](https://betthedecade.com/companies/hims/): Hims & Hers Health runs a US telehealth platform where customers consult licensed providers online and receive treatments, often on a subscription basis.
- [IonQ (IONQ)](https://betthedecade.com/companies/ionq/): IonQ builds trapped-ion quantum computers that customers can use through major cloud platforms, and is expanding into quantum networking.
- [IREN (IREN)](https://betthedecade.com/companies/iren/): IREN builds and operates large data center campuses powered by renewable energy and uses them for Bitcoin mining and for AI cloud services on GPUs.
- [Nvidia (NVDA)](https://betthedecade.com/companies/nvda/): Nvidia designs graphics processors (GPUs), networking gear and software that are used to train and run AI models in data centers, as well as chips for gaming and cars. It does not run its own chip factories; manufacturing is outsourced to foundries.
- [Rocket Lab (RKLB)](https://betthedecade.com/companies/rklb/): Rocket Lab launches small satellites with its Electron rocket, is developing the larger Neutron rocket, and builds spacecraft and satellite components.
- [SoFi (SOFI)](https://betthedecade.com/companies/sofi/): SoFi Technologies is a US digital finance company with a national bank charter that offers loans, bank accounts and investing, and sells its technology platform to other financial firms.
- [SpaceX (SPCX)](https://betthedecade.com/companies/spcx/): SpaceX designs, builds and launches reusable rockets and spacecraft, including Falcon 9, Dragon and Starship, and operates the Starlink satellite internet network.
- [Tempus AI (TEM)](https://betthedecade.com/companies/tem/): Tempus AI is a US precision-medicine company that combines genomic and other diagnostic testing with AI tools and a large library of clinical and molecular data.
- [TeraWulf (WULF)](https://betthedecade.com/companies/wulf/): TeraWulf develops and operates data center campuses powered largely by low-carbon electricity, used for AI and high-performance computing tenants and for Bitcoin mining.
- [Tesla (TSLA)](https://betthedecade.com/companies/tsla/): Tesla makes electric vehicles and battery energy-storage systems and develops self-driving software and humanoid robots.

## Episode transcripts

- [Why the AI Shovel Seller Looks Cheaper Than the AI Labs](https://betthedecade.com/episodes/why-the-ai-shovel-seller-looks-cheaper-than-the-ai-labs/): 2026-11-05, video https://www.youtube.com/watch?v=XEvUolwPi04
- [Why Did the FDA Expand This Bladder Cancer Drug Early?](https://betthedecade.com/episodes/why-did-the-fda-expand-this-bladder-cancer-drug-early/): 2026-11-04, video https://www.youtube.com/watch?v=6ikJG4ufOt0
- [Why Unfinished Data Centers Look So Profitable on Paper](https://betthedecade.com/episodes/why-unfinished-data-centers-look-so-profitable-on-paper/): 2026-11-04, video https://www.youtube.com/watch?v=jLC-deote1Q
- [Why Is Healthcare Turning Into a Subscription?](https://betthedecade.com/episodes/why-is-healthcare-turning-into-a-subscription/): 2026-11-03, video https://www.youtube.com/watch?v=vWlZ3HVsMlI
- [Medicine Made in Space: The 2035 Vision](https://betthedecade.com/episodes/medicine-made-in-space-the-2035-vision/): 2026-11-03, video https://www.youtube.com/watch?v=tpi2CDkeywc
- [Everyone Wants to Escape Nvidia. They All Use the Same Factory.](https://betthedecade.com/episodes/everyone-wants-to-escape-nvidia-they-all-use-the-same-factory/): 2026-11-03, video https://www.youtube.com/watch?v=ghfs76I1wNg
- [Why Your Phone Could Soon Talk Directly to Satellites](https://betthedecade.com/episodes/why-your-phone-could-soon-talk-directly-to-satellites/): 2026-11-02, video https://www.youtube.com/watch?v=cz2oVpgylnw
- [How Neuralink Wires a Computer to a Brain](https://betthedecade.com/episodes/how-neuralink-wires-a-computer-to-a-brain/): 2026-11-01, video https://www.youtube.com/watch?v=Xn0yN4vS_Tw
- [How an App Became a Bank for 17 Million People](https://betthedecade.com/episodes/how-an-app-became-a-bank-for-17-million-people/): 2026-11-01, video https://www.youtube.com/watch?v=8uvI7nme_HM
- [Towns Stalled $198B of Big Tech's AI Data Centers](https://betthedecade.com/episodes/towns-stalled-198b-of-big-tech-s-ai-data-centers/): 2026-10-31, video https://www.youtube.com/watch?v=c0nsRbrdziE
- [Why the $1.8 Trillion Space Economy Needs a Second SpaceX](https://betthedecade.com/episodes/why-the-1-8-trillion-space-economy-needs-a-second-spacex/): 2026-10-31, video https://www.youtube.com/watch?v=e0zJo3x5Ad4
- [Why Washington Is Betting Up to $5B on Old Nuclear Reactors](https://betthedecade.com/episodes/why-washington-is-betting-up-to-5b-on-old-nuclear-reactors/): 2026-10-31, video https://www.youtube.com/watch?v=hIG5WNK1avE
- [Nvidia's Real Bottleneck Isn't the Chip](https://betthedecade.com/episodes/nvidia-s-real-bottleneck-isn-t-the-chip/): 2026-10-30, video https://www.youtube.com/watch?v=-y0Bc6XBjK8
- [Terafab: Why Musk Needs His Own Chip Factory](https://betthedecade.com/episodes/terafab-why-musk-needs-his-own-chip-factory/): 2026-10-29, video https://www.youtube.com/watch?v=3iZ1Fzy_E1M
- [Why Catching Rockets Changes Everything](https://betthedecade.com/episodes/why-catching-rockets-changes-everything/): 2026-10-29, video https://www.youtube.com/watch?v=qUxvyONdoTU
- [Who Survives the Neocloud Shakeout? The CoreWeave Bet](https://betthedecade.com/episodes/who-survives-the-neocloud-shakeout-the-coreweave-bet/): 2026-10-29, video https://www.youtube.com/watch?v=cYhhqZesEDc
- [Quantum, Built Like a Chip: What Makes IonQ Different](https://betthedecade.com/episodes/quantum-built-like-a-chip-what-makes-ionq-different/): 2026-10-29, video https://www.youtube.com/watch?v=_r90PQtVRiQ
- [TeraWulf Isn't a Neocloud — It's the AI Power Landlord (WULF Thesis)](https://betthedecade.com/episodes/terawulf-isn-t-a-neocloud-it-s-the-ai-power-landlord-wulf-thesis/): 2026-10-29, video https://www.youtube.com/watch?v=GFlNoUltg-o
- [Southeast Asia's Superapp Is Building a Fintech Decade](https://betthedecade.com/episodes/southeast-asia-s-superapp-is-building-a-fintech-decade/): 2026-10-28, video https://www.youtube.com/watch?v=uJsmmwVbmXE
- [AI That Keeps Working When You Close the Laptop — Grok Bot (xAI / Cursor)](https://betthedecade.com/episodes/ai-that-keeps-working-when-you-close-the-laptop-grok-bot-xai-cursor/): 2026-10-28, video https://www.youtube.com/watch?v=t39PiAiAhNg
- [This Tiny Wireless Stock Became a Defense Drone Machine](https://betthedecade.com/episodes/this-tiny-wireless-stock-became-a-defense-drone-machine/): 2026-10-28, video https://www.youtube.com/watch?v=qiUrtlv5iIg
- [Hydro AI Campuses vs Gas Peaker Neoclouds: IREN](https://betthedecade.com/episodes/hydro-ai-campuses-vs-gas-peaker-neoclouds-iren/): 2026-10-28, video https://www.youtube.com/watch?v=Lk1td_gIjs4
- [GreenX vs Poland: The Arbitration Story](https://betthedecade.com/episodes/greenx-vs-poland-the-arbitration-story/): 2026-10-27, video https://www.youtube.com/watch?v=ZCeKWN2RDfU
- [This Cancer Lab Is Becoming an AI Giant](https://betthedecade.com/episodes/this-cancer-lab-is-becoming-an-ai-giant/): 2026-10-27, video https://www.youtube.com/watch?v=_niGfKLpbsY
- [AI's Power Bill: Who Pays, and Who Gets Paid?](https://betthedecade.com/episodes/ai-s-power-bill-who-pays-and-who-gets-paid/): 2026-10-26, video https://www.youtube.com/watch?v=76Ini9zvG2w
- [Tesla: Why Wall Street Can't Agree](https://betthedecade.com/episodes/tesla-why-wall-street-can-t-agree/): 2026-10-25, video https://www.youtube.com/watch?v=gQdLDak6a84
- [CRISPR Stock Is Half Cash. Is Wall Street Ignoring the Pipeline?](https://betthedecade.com/episodes/crispr-stock-is-half-cash-is-wall-street-ignoring-the-pipeline/): 2026-10-24, video https://www.youtube.com/watch?v=Q-0MVMV7zPw
- [SpaceX Stock at $2 TRILLION: Too Late, or Just Getting Started?](https://betthedecade.com/episodes/spacex-stock-at-2-trillion-too-late-or-just-getting-started/): 2026-10-23, video https://www.youtube.com/watch?v=XVSbDtPbv_8
- [Cerebras Stock: The $25 Billion Bet Against Nvidia's Moat](https://betthedecade.com/episodes/cerebras-stock-the-25-billion-bet-against-nvidia-s-moat/): 2026-10-22, video https://www.youtube.com/watch?v=BWQdIcQpjkk
- [How Nvidia Won AI: The 20-Year Bet Wall Street Ignored](https://betthedecade.com/episodes/how-nvidia-won-ai-the-20-year-bet-wall-street-ignored/): 2026-10-22, video https://www.youtube.com/watch?v=rpDCrG3ZV3c

## Optional

- [Sitemap](https://betthedecade.com/sitemap.xml)
- [Themes](https://betthedecade.com/themes/)