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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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778 days left 2028-10-30

Prediction Open · timeframe Oct 2028

Baker: Major custom AI ASIC programs will be canceled within three years

“In the next three years, I think you'll see a bunch of high-profile ASIC programs canceled, especially if Google starts selling TPUs externally, which has been all over X.”

Gavin Baker Oct 30, 2025 ▶ 25:10 "Is there an AI bubble?” Gavin Baker and David George

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