The Calls
Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.
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)
drag to pan · pinch, buttons, or ⌘/ctrl scroll to zoom
The record (5) every resolved claim →
Cahn: Tech Giants Will Increasingly Use Off-Balance-Sheet AI Financing
“And so I think one thing that we're going to see more of is off balance sheet financing.”
David Cahn: AI industry is at the start of data center construction delays
“One of the predictions I made last year, in addition to saying it was going to be the year of the data center in 20, 25, I said, Hey, we're going to have these construction delays. We're going to have issues now in building out these data centers. And the info…”
Cahn: Factory Construction Rates Will Reach All-Time Highs Within 12 Months
“I think in 12 months you'll see all these charts coming out of, like, more factories are getting built than ever before, and all this stuff. The industrial revolution is just getting started.”
David Cahn: AI Data Center Debt Yield Spreads Will Compress
“So I think prices will get bit like the spread between the risk-free You know, return and the sort of risk adjusted return will compress, which just means that it's going to be less of a good deal as more people do it.”
David Cahn: Expect More Deals Like Blackstone's CoreWeave Debt Financing
“And so you know, Blackstone did this core weave deal. They were one of the first and Blackstone are generally very good at structuring these type of creative deals. Good on them. And I think we'll see more of that type of deals going forward.”