Friedberg relays a model in E139 that projects, for the leading public tech companies, that over the next 10 years their combined market cap will rise from about $10T to $25T, with roughly 70% of tech value creation accruing to public markets and 30% to private markets.(podscripts.co) The episode was released July 27, 2023, so the 10‑year window runs roughly to mid‑2033.(allinchamathjason.libsyn.com) As of November 30, 2025, only a bit more than two years of that period have elapsed, so the forecast horizon has not completed. Current data show that the usual Big Tech names already have very large combined market caps (Apple ≈$4.1T, Microsoft ≈$3.6T, Alphabet ≈$3.9T, Amazon ≈$2.5T, Meta ≈$1.6T, putting just those five around the mid‑teens in trillions), which is consistent with significant growth from the earlier ~$10T baseline but does not yet tell us whether they will reach ~$25T by 2033 or what the final public‑vs‑private split will be.(companiesmarketcap.com) Because the specified 10‑year period has not yet ended, and the public/private allocation is defined over that full decade, the prediction cannot currently be judged as right or wrong.