The Calls

⏳ Open 📼 The record

Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.

5open predictions

0due for another look

3closed calls →

192days to next prediction date

Everyone Rory O'Driscoll (114)Jason Lemkin (104)Harry Stebbings (47)Jonathan Ross (15)Philipp Freise (9)Kevin Ryan (9)Brendan Foody (9)Max Junestrand (8)David Cahn (8)Andrew Feldman (8)Reid Hoffman (7)Nikesh Arora (7)

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Next up (5)

192 days left 2027-03-24

Prediction Open · timeframe Mar 2027

Feldman: Cerebras will land several G42-scale deals within 24 months

“That's a good question. Several.”

Andrew Feldman Mar 24, 2025 ▶ 53:05 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

1288 days left 2030-03-24

Prediction Open · timeframe Mar 2030

Feldman: AI will rely less on transformers in 3 to 5 years

“We won't be as dependent on transformers in three years or five years as we are now.”

Andrew Feldman Mar 24, 2025 ▶ 34:05 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

1288 days left 2030-03-24

Prediction Open · timeframe Mar 2030

Feldman: In five years, almost all AI training data will be synthetic

“Almost all synthetic.”

Andrew Feldman Mar 24, 2025 ▶ 30:18 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

1288 days left 2030-03-24

Prediction Open · timeframe Mar 2030

Feldman: Nvidia's AI chip market share will fall to 50-60% in 5 years

“I think you know, in five years from now, NVIDIA is going to have 60. Somewhere between 50 and 60% of the market, right? I think right now they have approximately all of it. I think they will come down over time.”

Andrew Feldman Mar 24, 2025 ▶ 45:43 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

1288 days left 2030-03-24

Prediction Open · timeframe Mar 2030

Feldman: Chip providers will hold far more market value than model companies

“In the five year timeframe, Yes.”

Andrew Feldman Mar 24, 2025 ▶ 47:02 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

Closed calls (3) the full record →

Prediction Held up

Feldman: Cerebras still intends to go public despite pre-IPO round

“We still have every intention of going public.”

Andrew Feldman Oct 6, 2025 ▶ 3:50 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings

Prediction Held up

Feldman: Cerebras will be among the first AI hardware companies to go public

“We think that we will be among the first in the category.”

Andrew Feldman Mar 24, 2025 ▶ 52:30 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

Prediction Didn’t hold up

Feldman: AI adoption will equal cell phone penetration within two years

“I do think that Within a year or two. AI's penetration will be approximately the same as telephones, cell phones.”

Andrew Feldman Mar 24, 2025 ▶ 1:07:02 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

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