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 Marc Andreessen (14)Benedict Evans (13)David George (9)Ben Horowitz (8)Jared Isaacman (7)Dylan Patel (6)Alex Rampell (6)Frank Chen (5)Gavin Baker (4)Chris Dixon (4)Vijay Pande (3)Qasar Younis (3)
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The record (3) every resolved claim →
Patel: OpenAI will soon monetize free users via shopping affiliate fees
“And OpenAI makes nothing off of that. But they very, they really, really will soon, right? And partially that's because Amazon blocks chat, but like, you know, there's a way to make money from shopping decisions, whether it's Booking flights or looking for ite…”
Patel: AWS year-over-year revenue growth will re-accelerate above 20%
“This is the lowest AWS revenue growth will be on a year-to-year basis. For at least the next year, right? And it's re-accelerating to north of 20% again because of all these massive data centers they have online with Tranium and GPUs, right?”