The prediction explicitly uses a 5–10 year horizon for these newly public companies to compound revenues around 25% annually and become the next generation of "compounders." As of November 30, 2025—about five months after the June 21, 2025 podcast—CoreWeave, Circle, and Chime have only a short public track record, even though early growth looks strong (e.g., CoreWeave’s 2024 revenue grew about 737% year over year and it guides to multi‑billion‑dollar 2025 revenue; Circle reported 53% year‑over‑year revenue growth in Q2 2025, its first quarter as a public company; Chime’s revenue grew roughly 30% in 2024 and continues to rise post‑IPO). (fool.com) Whether many of these firms will sustain ~25% annual growth over an entire 5–10 year period and truly become durable compounders cannot yet be determined, so the prediction is too early to judge.