The Calls
Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.
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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No open calls match.
Closed calls (7) the full record →
Rosenthal: TSMC will likely be sole manufacturer at 3nm node
“So, very likely in the next process, it's just going to be TSMC.”
Rosenthal: Tesla Will Have to Shift to TSMC for 3nm Chips
“They're gonna have to go to TSMC, though, in the next generation, because you want three nanometer.”
Rosenthal: Ford and Red Bull Will Score a Podium in Their First Season
“Whereas Ford is coming in with Red Bull, one of the top teams, like they're going to be on the podium from season one.”
Predominant enterprise AI GPU compute consumption will occur via the cloud
“It looks like the predominant way that companies are going to use that compute is gonna be in the cloud.”
Rosenthal: Amazon will soon pass Walmart in total revenue
“The only larger one being Walmart, which Amazon will almost assuredly pass very soon.”