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 Ben Gilbert (27)David Rosenthal (14)Mark Zuckerberg (2)Peter Fenton (1)Jim Weber (1)Jason Calacanis (1)Dara Khosrowshahi (1)Daniel Ek (1)Christina Cacioppo (1)Brendan Eich (1)Brad Gerstner (1)Ben Thompson (1)
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The record (7) every resolved claim →
Gilbert: Amazon will inevitably surpass Walmart in total global revenue
“If you look at the gap that Amazon closed in total revenue since the time they were founded to Walmart, they're going to catch them.
No doubt about it.”
Neoclouds Will Offer Google TPUs in the Coming Months
“I think within a year it might happen. There are rumors already that some NeoClouds in the coming months are gonna have TPUs.”
Costco operates at an 11% gross margin and will never expand it
“Even though Costco is only an 11% gross margin business, and only ever will be an 11% gross margin business, it's still a pretty amazing business to own.”
YouTube's Annual Revenue Will Likely Surpass All of Disney in 2025
“So YouTube is already bigger than Disney's media business, and this year will likely become bigger than Disney's entire business.”
Gilbert: TSMC will ramp its 2nm process in the second half of 2025
“I think they're actually doing the small production runs, getting ready to ramp in the second half of this year on the two nanometer process.”