Skip to main content
SandiskIndustry prediction

Value Hive Podcast discusses Sandisk: industry prediction

Source

Value Hive PodcastJul 31, 2026

Value Hive Podcast

Jeremy Raper: Cycles, AI, and Activism

What was said

Sandisk in 2024 made $800 million of EBITDA, or $900 million of EBITDA. Then it made $10 billion of EBITDA, and now consensus the next two years is $35 to $40 billion of EBITDA.

podcasters.spotify.com/pod/show/valuehive/episodes/Jeremy-Raper-Cycle...Read the full source

Quotes from the episode

  • “Sandisk in 2024 made $800 million of EBITDA, or $900 million of EBITDA. Then it made $10 billion of EBITDA, and now consensus the next two years is $35 to $40 billion of EBITDA.”

    Jeremy RaperValue Hive PodcastView

  • “what happens if run rate EBITDA going forward after the next two, three years is still $10 billion EBITDA? Still 10 times normal, or $15 billion, or whatever the normal run rate is. Well, it's still going from $40 billion consensus to $10 billion.”

    Jeremy RaperValue Hive PodcastView

Extracted by Autobound

From the Signal API record
Signal
Industry prediction

What this signalsWhat leaders say on podcasts often shows their current priorities.

Podcast
Value Hive Podcast
Speaker
Jeremy Raper
Speaker role
Third party
Event date
Jul 2026

Latest signals at other companies

The full record

From the Signal API record

People

  • Jeremy RaperSpeaker (third party)

Details

Timing
Ongoing state
Recorded at estimate
2026-07

Extraction

Detected
Aug 24, 2026
signal_type
podcast-company
signal_subtype
industryPrediction

Use this data

Get every podcast signal for Sandisk and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Sandisk this week?”

  2. Send it to your own tools

    The Signal API returns podcast signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full podcast-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/55dd9bc0-1d4e-51f2-897f-2f215490fe19 returns this record as JSON. POST /v1/companies/enrich returns every signal for sandisk.com.

{
  "signal_id": "55dd9bc0-1d4e-51f2-897f-2f215490fe19",
  "signal_type": "podcast-company",
  "signal_subtype": "industryPrediction",
  "detected_at": "2026-08-24T10:25:11+00:00",
  "company": {
    "name": "Sandisk",
    "domain": "sandisk.com"
  },
  "data": {
    "is_ad": false,
    "quotes": [
      "Sandisk in 2024 made $800 million of EBITDA, or $900 million of EBITDA. Then it made $10 billion of EBITDA, and now consensus the next two years is $35 to $40 billion of EBITDA.",
      "what happens if run rate EBITDA going forward after the next two, three years is still $10 billion EBITDA? Still 10 times normal, or $15 billion, or whatever the normal run rate is. Well, it's still going from $40 billion consensus to $10 billion."
    ],
    "timing": "ongoing_state",
    "speaker": "Jeremy Raper",
    "evidence": "Sandisk in 2024 made $800 million of EBITDA, or $900 million of EBITDA. Then it made $10 billion of EBITDA, and now consensus the next two years is $35 to $40 billion of EBITDA.",
    "headline": "SanDisk · industryPrediction · ongoing_state (2026-07)",
    "episode_id": "58339522647",
    "event_date": "2026-07",
    "episode_url": "https://podcasters.spotify.com/pod/show/valuehive/episodes/Jeremy-Raper-Cycles--AI--and-Activism-e3mp7hf",
    "podcast_name": "Value Hive Podcast",
    "published_at": "2026-07-31",
    "episode_title": "Jeremy Raper: Cycles, AI, and Activism",
    "date_confidence": "inferred",
    "event_date_text": "now",
    "speaker_relation": "third_party",
    "transcript_source": "transcript",
    "recorded_at_estimate": "2026-07"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.