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 (7) every resolved claim →
Ross: Groq Will Never Create Its Own AI Models
“In our case we found an area where we will not compete with our customers, which is we will not create our own models. So we just won't do it.”
Ross: Groq will not train proprietary AI models to avoid competing with clients
“We have decided that we're not going to train our own models. We'll do a little fine tuning for specific cases or whatnot, but we don't want to compete.”
Ross: The entire AI industry will shift to Mixture of Experts architecture
“What you're going to see is everyone else starting to use this MOE approach.”
Ross: NVIDIA will keep selling chips despite AI labs building custom silicon
“NVIDIA still keeps selling chips.”
Ross: Groq plans to upgrade its AI chips annually
“We're looking at upgrading chips about once a year.”
Ross: NVIDIA Will Sell Every Single GPU It Builds
“NVIDIA's gonna sell every single GPU that they build.”
Ross: AI companies will use massive GPU clusters to generate synthetic data
“What you're going to see now is now that everyone has seen this deep seek architecture, they're going to go great. I have hundreds of thousands of GPUs. I'm now going to use a lot of them to create a lot of synthetic data. And then I'm going to train the bejes…”