The Calls, every show
Dated predictions on 44 shows 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.
shows 
every show 44 of 44
Everyone Jason Lemkin (127)Chamath Palihapitiya (119)Rory O'Driscoll (115)Jason Calacanis (78)David Sacks (69)David Friedberg (63)Harry Stebbings (47)David Senra (45)Brad Gerstner (43)Alex Kantrowitz (38)John Coogan (37)Shaan Puri (36)
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Next up (1,493)
5 days left 2026-09-18
6 days left 2026-09-19
9 days left 2026-09-22
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25 days left 2026-10-08
Gerstner bets reliable AI agents will autonomously book hotels within two years
“Over, under, I'll set the line at two years until we have an agent that has memory and can take action.
And the canonical use case, of course, that I used was that I could tell my agent, book me the Mercer Hotel next Tuesday in New York at the lowest price.
An…”
25 days left 2026-10-08
Gurley bets trustworthy, transactional AI agents will take more than two years
“Could you provide it at scale in a trustworthy way where people are allocating their credit cards to it?
That might take a little longer.
Okay, so over under Bill on two years.
I mean, I, I'm gonna get you action either way.
But what's the test?
The demo?
I th…”
38 days left 2026-10-21
44 days left 2026-10-27
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48 days left 2026-10-31
Ibarra: Salesforce will integrate Qualified and Momentum by Dreamforce
“I will say the benefit of Salesforce. Buying qualified momentum is like eventually by probably Dreamforce, right? Those two things will be integrated into one. So we have like two less dashboards and I'll probably have one centralized one by October”
49 days left 2026-11-01
51 days left 2026-11-03
51 days left 2026-11-03
51 days left 2026-11-03
Ray Dalio predicts Democrats will likely win the House midterm elections
“I think when we have, we're going to have the midterm elections, you're going to go past the midterm elections with probably that Democrats will take the house and be, and maybe, I don't know, it's going to be difficult. And you know what? Nobody can succeed b…”
51 days left 2026-11-03
Calacanis predicts Donald Trump will lose the midterms
“I think Trump's gonna lose the midterms, and we're gonna get to more chaos again, and it, we might as well start this reconciliation process of these two sides stopping their law for against each other and working together for the American people on the import…”
51 days left 2026-11-03
Nate Silver: Democrats have an 85% to 90% chance to take the House
“Prediction markets say Democrats are around, I think, 80 or 85% to take the House and 40 or 45% to take the Senate. Those both seem pretty reasonable to me. I think, if anything, it's a little bit low on the House. I think it might be more like 85 or 90.”
51 days left 2026-11-03
Nate Silver: GOP has a slight edge to retain the Senate
“Whereas on the flip side, needing to pick up four Senate seats when you might blow the opportunity in Maine, it's a toss up probably, probably slight edge to the GOP with maybe gas prices and Iran determining whether it's more truly fifty-fifty or maybe, maybe…”
52 days left 2026-11-04
52 days left 2026-11-04
Sacks Predicts Republicans Will Keep the Senate in 2026 Midterms
“I do think that the Democrats, I think it is legitimate to say that they are favored to win the house. I think the Senate right now is a toss up and I would say that the Republicans will ultimately keep it if I had to predict right now.”
52 days left 2026-11-04
Bessent: Marine Le Pen will become president of France in 18-24 months
“I would predict that in the next 18 or 24 months, Marine Le Pen
The bête noire of European politics is going to be president of France, and she's going to be president of France because the alternative on the left is worse than she is.”
53 days left 2026-11-05
Lemkin: Tesla is months away from allowing owners to profit off robotaxis
“As soon as this really works, and maybe it's only single digit months away, he has millions of people who could be paid more than their lease price to allow the car into the fleet. And when he said this a decade ago, it sounded effing insane. He said that your…”
53 days left 2026-11-05
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68 days left 2026-11-20
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76 days left 2026-11-28
Ben Smith: House Democrats will convene corruption committees targeting Big Tech CEOs
“If the Democrats take the House, we're talking in 20 months, there will be a corruption committee convened, which will have Mark Zuckerberg, Tim Cook, Sundar Pichai, and whoever talking in great detail, but every penny that was directed, and, you know, and I t…”
78 days left 2026-11-30
78 days left 2026-11-30
78 days left 2026-11-30
Gerstner: California wealth tax will fail and asset protection referendum will pass
“The wealth tax will be defeated. We will pass the retirement And personal asset protection act as a referendum in California, which will prohibit people from stealing your retirement money or your personal assets that will get passed.”
83 days left 2026-12-05
86 days left 2026-12-08
96 days left 2026-12-18
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106 days left 2026-12-28
Regulated MCP clients may require formal certification and signatures within a year
“You might end up in a world really a year from now. There might be clients that have like certifications that they are in Amplik and get like a signature that they are like financial services, MCP clients, and they can prove it for the server. And only then th…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
Lemkin: SpaceX, Canva, Databricks, and Anthropic will IPO in 2026
“I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second. Databricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year. OpenAI probably should have gone first, b…”
109 days left 2026-12-31
109 days left 2026-12-31
Lemkin: Custom chip competition will not threaten Nvidia's dominance in 2026
“You're a fool to invest against Nvidia for 2026. And I think you are arguably a fool to invest into Amazon in 20, 26 for a simple reason. Just a simple, I didn't say 20, 27 or 20, 28. It is not enough time for all this competition to come online. It is not eno…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
Lemkin: Anthropic and Databricks will IPO in late 2026
“I think Anthropic and Databricks have an incentive to IPO, as best I understand it. They have an incentive. As Rory said, times are great. And so I think it'll be the, unless, unless, unless the market crashes for some reason, I think they're going to do it wh…”
109 days left 2026-12-31
109 days left 2026-12-31
Osika: Lovable will act as a full-stack AI co-founder by 2026
“I mean, it's your perfect co-founder that you go to with your idea from the idea stage, but also all the way up to growing your business once you have customers and taking care of like what Elena is doing, optimizing the product for growth, optimizing the prod…”
109 days left 2026-12-31
O'Driscoll: OpenAI will not surpass an $800B valuation by late 2026
“Under. I'll tell you what I'm doing mentally. I'm just, I mean, there's no logic. I'm just looking at the step ups in the rounds as you'd expect are getting smaller, right? You know, you get two or five X and then you have, you go from 80 to one 50, which is a…”
109 days left 2026-12-31
109 days left 2026-12-31
Bookman: Mega-cap private tech companies will go public around 2026
“So, look, I think that can continue, but no, I don't see how these companies don't go public. I'm sorry, they've raised a ton of money At some point, people need liquidity, and that's gonna come, so I don't know whether it's in 25, 26, or 27. If I'm guessing, …”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
Lemkin: Slack will achieve Notion-like ARPU growth from AI in 2026
“I suspect as the year goes on, we're gonna see the same thing at Slack, because most folks haven't used it, we're on it. The AI version of Slack for certain use cases is so much better. I don't love that they're not just charging another four bucks a month, bu…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
O'Driscoll: Anthropic still has over 50% chance of IPOing this year
“I mean, statistically, more than 50%, yes, because in a world where this doesn't get solved for four or five months, there's so many other problems that our heads are gonna hurt, right? So you have to say, if a problem, in a world where it does get solved, the…”
109 days left 2026-12-31
109 days left 2026-12-31
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Stebbings: Most knowledge workers will use 24/7 background AI inference by 2026
“I think one thing that we're going to see in 2026 that no one's talking about is 24 seven inference that everyone is going to have inference running all the time, not just on input into chat GPT, but consistently for the majority of people, especially in knowl…”
109 days left 2026-12-31
109 days left 2026-12-31
David George: AI model companies will add 75-80% of public software's net revenue in 2026
“And I think if you were to do that same comparison for 2026, all of the entire public software industry, I mean, SAP, this is not just SaaS, like including SAP and older software companies. I think the AI companies, the model companies will be something like 7…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
US out-of-pocket health spending projected to reach $800B by 2026
“There's a recent report estimating nationwide out-of-pocket spending on health, i.e. Not reimbursed by insurance, is set to hit almost five hundred billion in the U.S. In 2021 and projected to grow to about eight hundred billion by 2026.”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Friedberg predicts the Russia-Ukraine war will settle in 2026
“Russia, Ukraine. I think it's going to settle out this year. I think there's a lot of motivating factors to get it settled out this year, economic and other political factors, but I do think it's going to settle out this year, and it's going to bring a bit mor…”
109 days left 2026-12-31
Calacanis: Big Tech will make a $50B+ AI acquisition in 2026
“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”
109 days left 2026-12-31
109 days left 2026-12-31
Calacanis: US dollar will perform poorly in 2026 due to growing national debt
“I went with the U.S. Dollar in different permutations of how you can buy it because our debt continues to grow unabated and, you know. I just think it's gonna be hard for, you know, the USD because we're talking about, we've been adding, I think we're gonna ad…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Chamath predicts most protested 2026 data center power capacity will be canceled
“You have about nine gigawatts that are supposed to come online this year. Almost 50% of it now is being protested. More than likely, if history holds, most of that will get turned off, so they will get even more supply constraint.”
109 days left 2026-12-31
Sacks: Anthropic will reach $100B ARR by end of 2026
“I think it's pretty much a foregone conclusion that they will hit that forecast of Tenex this year, exiting the year, call it roughly a hundred billion of ARR, and now the only question is whether they hit a trillion in twenty-twenty-seven, and we can debate w…”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Hurst: Agility Robotics will release barrier-free Digit V5 this year
“And Digit V-Five, which is coming out later this year, is the first time that a humanoid robot, a robot which is balancing, can step out of a work cell and does not need a physical barrier between the robot and the person to maintain safety in this warehouse.”
109 days left 2026-12-31
109 days left 2026-12-31
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Siegler: OpenAI and Anthropic IPOs will probably be delayed to 2027
“In terms of OpenAI and Anthropic, I just think that beyond where their businesses are at and with these now massive fundraisers, as we're talking about, like, I think that it will push it out a little bit. And the real, Wild card is obviously, as it always is,…”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Emerald and NVIDIA to deploy 100MW power-flexible AI factory in 2026
“I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah, A hundred megawatt commercial scale AI factory that is truly power flexible. It's custom designe…”
109 days left 2026-12-31
Araque: Quaise will achieve 25-30 MW EGS flow test by end of 2026
“For us in particular, the project in Oregon gets that flow test by the end of this year. By the end of twenty-twenty-six, Quaze has a commercial-grade Injector producer per EGS system producing 25 to 30 megawatt equivalent electric output from a flow test.”
109 days left 2026-12-31
Kann predicts US energy startup funding will boom and triple in 2026
“So I think we're going to see, this is going to be a return to a boom, this is my prediction right now, where, yeah, we were at two billion last year, down from eight billion in twenty-twenty-two. I don't know that we get back to eight, but like, Will it tripl…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
Dumoulin-Smith: Solar leasing volume will rise in 2026 despite market contraction
“20, 26 is going to be, again, I would call it extraordinarily dynamic in a market which you could argue the market itself is going to decline in absolute terms. And yet for the incumbent leasing companies, arguably their volumes on a discrete basis are going t…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
Berdichevsky: First consumer cars with Sila technology expected in 2026
“And right now we're planning to be complete with the Current phase of the factory, what we call phase one at the end of this year, and we'll spend the first half of next year bringing that online very carefully to make very high quality product, and we'll begi…”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
109 days left 2026-12-31
Liemandt: Alpha's Time Back Engine Will Release Globally in 2026
“That's Time Back, our Time Back engine, that's 10, and today it's at Alpha, you know, in 20, 26, everybody in the world's gonna be able to access it. And so everybody who wants to build a school based on Time Back is gonna be able to next year.”
109 days left 2026-12-31
109 days left 2026-12-31
109 days left 2026-12-31
O'Laughlin: AI Agents Will Write 25% to 50% of Public Code by Year-End
“I sandbagged the ever-living share of that. I just believe 25 is, Very, like, I, like, it's like a, the rate it's on is like, whatever, 50 or something like that, but I think, I feel, I wanted to give a 95 confidence interval. I think 25 is within the 95 confi…”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Liemandt: Alpha will launch a free-to-learn educational game this year
“We have some of the world's best video game developers, right? Building and they're spending two years building a video game on this, these concepts. And it will be free to learn, you know, think free to play free to learn for five hundred million kids and it'…”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Lemkin: Sales Commission Rates Will Halve by End of 2026
“I actually think what's going to happen because of attribution is commissions are going to have by the end of next year. Because this is how the math is going to work. You're going to get credit for the It's not just PLG. You're going to get credit for Kyle's …”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Vaynerchuk: Brands Will Account for Only 10-20% of OpenSea Sales by 2026
“I think it'll be 10% brands, 20% brands. I think you'll see publishers, gaming companies, like IP that we, right now, VFriends, Bored Ape, Cool Cats, IP getting established, but you're gonna see Hello Kitty, you're gonna see the Flintstones, so you're gonna se…”
109 days left 2026-12-31
Open-Source AI Model Usage Will Double to 40% by Late 2026
“My fifth prediction is that open source AI models Will double in global usage driven by cost control and platform risk. So as of now, a working paper summarized in IT Pro says closed models are about 80% of overall usage, implying that open is about 20%, and I…”
109 days left 2026-12-31
109 days left 2026-12-31
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109 days left 2026-12-31
Coogan: AI labs will likely solve the Millennium Prize problems this year
“I think that the millennium prize will get solved or proved or delivered probably this year, if not like this week, it feels like all of the different labs are like, Put a million dollars of inference on this. Put a million dollars of inference on this. There …”
109 days left 2026-12-31
110 days left 2027-01-01
112 days left 2027-01-03
Tillis predicts Congress will fail to pass critical mineral legislation this year
“I just don't see it as a realistic, it's just a function of the capacity of the Congress in this Congress, and the fact that it's an election year. So, I just think if I were advising a client on it, other than doing the missionary work and getting people boug…”
113 days left 2027-01-04
Calacanis predicts the Magnificent Seven will be the best performing asset class
“I think the Mac seven is going to be the best performing asset. I'm taking the other side Chamath, I think in an earlier prediction said maybe not so much. I think that what they've learned in the last couple of years is that there is an incredible earnings ex…”
119 days left 2027-01-10
Puri predicts MrBeast will sell Feastables at a $6 billion valuation
“I would bet that he's going to sell that chocolate brand for Six billion dollars. That's my guess. I think that's what's gonna, I think if we fast forward the news three years from now you know, Mr. B sells the majority stake or in the chocolate business for a…”
121 days left 2027-01-12
124 days left 2027-01-15
Riparbelli: AI video will be indistinguishable from real video within years
“You could make, you know, a video of you talking about something in a couple of years, no one will be able to tell if it's actually real or not, but it won't really matter that much. What matters is that you made it right and that whatever you say in that vide…”
130 days left 2027-01-21
Smith: Natural Gas Forward Curves Will Move Up Materially in Six Months
“People are not really willing to look past summer heat or a slight outage in an LNG facility right now, but in six months, we start to see these companies roll forward to look at 28. In six months, you can start to see the forward curves really move up materia…”
142 days left 2027-02-02
Palihapitiya: Congress likely to narrow Section 230 liability within 3 years
“I don't think that the Section two 30 rewrite is going to be broad and sweeping. What I noticed from a bipartisan perspective by both the Democrats and the Republicans is that the one single narrow issue that they all seem to align on is not necessarily about …”
142 days left 2027-02-02
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166 days left 2027-02-26
168 days left 2027-02-28
Long: AI cyberattacks will disable critical infrastructure within two years
“I think what I'm really worried about is that when you're going to see this actually transition to people being actively hurt you know, hospitals being taken down, energy systems taken offline, other things like that. Obviously we've had cases of that already …”
168 days left 2027-02-28
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172 days left 2027-03-04
Besenval: Natrion expects to fill its first purchase orders in two years
“Where we want to be at the end of that is actually, you know, our first PO is coming in and we'd be filling those, but conceivably, you know, we'll be at a sample cells at that stage, something that you could start building EV battery packs and then getting th…”
174 days left 2027-03-06
175 days left 2027-03-07
Berdichevsky: Sila will achieve a 40 percent energy density improvement over graphite
“And so that's where the technology is today, and then over the next few years, we'll get that to a 30% improvement. Eventually, we think we can get that to a 40% improvement over state-of-the-art graphite chemistries.”
183 days left 2027-03-15
Friedberg: Skin-cell IVF will allow people to produce offspring at any age
“So in the next couple of years, there's, you know, there's a few little technical breakthroughs that are happening right now that will enable this, where fertility clinics may end up just taking a little bit of your skin cell, creating stem cells, creating egg…”
192 days left 2027-03-24
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Lubbershane: Surging demand and supply constraints will increase wholesale electricity prices
“Basic economics, right? We're seeing demand rise really quickly. We're seeing constraints on supply. All else equal, I think that means we're going to see increases in wholesale electricity prices in general. I think if you had to make a bet one way or the oth…”
199 days left 2027-03-31
200 days left 2027-04-01
Power: Hadrian will expand to allied countries in a year or two
“So we have so much work to do here in the US that we'd love to support our allied partners in Europe and the, you know, the Middle East and countries like Japan re-industrialize as well. And they often have the same kind of core skilled labor problem. We've go…”
206 days left 2027-04-07
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O'Driscoll: Tech giants won't cut AI spending in 2026, keeping Nvidia sold out
“No one's going to blink on their investments for twenty-twenty-six. You actually know the next four quarters of NVIDIA announcement. You know the next four quarters of every one of the infrastructure, which is every single thing we can make. If you can count t…”
217 days left 2027-04-18
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LFP battery pricing could drop to $25 per kWh within years
“There's a decent likelihood we'll continue to see pricing go down. You know, I've heard some claims that you could see it go down as far as, you know, from 50 dollars down to even 25 dollars over the course of the next couple of years. I think it's realistic t…”
222 days left 2027-04-23
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Singer: Autonomous delivery could become default in big cities within two years
“You know, if you're in the big cities, I think, you know, hopefully for us right in the span of a year, maybe two. But you know, I tend to be aggressive on that front, but I think it really depends on, on kind of which markets you're in as that kind of rolls o…”
227 days left 2027-04-28
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O'Driscoll: AI markets will consolidate into 3-4 dominant players
“I think that what a successful set of products at AI starts to gel over the next couple of years, and the people who are in the lead at that point in time get a similar ten-year run to, you know, the ten-year runs you and I both benefited from in SaaS, Jason, …”
238 days left 2027-05-09
Stebbings: ButcherBox will reach $1B revenue and $3B-$4B EV in 3-4 years
“I had the founder of ButcherBox on the show recently, and ButcherBox does six hundred million in revenue, very high quality revenue, the leading brand and category in the space. If you project out to a three, four years time, they'll be at a billion, enterpris…”
242 days left 2027-05-13
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248 days left 2027-05-19
Karnataka will launch major ₹1,500 crore manufacturing plants within 18 months
“Now, if you ask me next 18 months you know, then I would say that you will find ESDM will be playing a very important role in next year because my proposal getting far mature now and we'll go live in next 18 months. So you'll find 1500 crore manufacturing plan…”
253 days left 2027-05-24
253 days left 2027-05-24
Shipper: Workplace AI agent interactions will happen mostly in Slack
“I think there's this little thing in people's heads where they really like to keep their personal and work agents separate. And I think there's a whole territory. Our COO Brandon Gell calls this computer errands. There's like this whole territory of using pers…”
253 days left 2027-05-24
Shipper: Coding models won't independently rewrite broken codebases within a year
“I'm pretty sure this, here's a prediction. I'm pretty sure every coding model on the market will still do this in a year. Every coding model on the market will take that instruction seriously. And if I tell it, here's a bunch of issues, go fix it. They will ju…”
256 days left 2027-05-27
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O'Driscoll: Current frontier AI models will be 5x-10x cheaper in a year
“The frontier models aren't getting cheaper. I want to be clear on that. They're getting actually slightly more expensive, but the model that is frontier today will in a year be five to 10 X cheaper because it won't be the frontier model anymore.”
267 days left 2027-06-07
271 days left 2027-06-11
272 days left 2027-06-12
Samani: GEODNET revenue will more than triple in the next 12 months
“In terms of where the business at, the business just crossed about eleven million dollars in annualized run rate a few days ago. And it's growing more than three X year over year. I think it's gonna probably more than triple over the next 12 months.”
281 days left 2027-06-21
282 days left 2027-06-22
Arora: Palo Alto Networks exclusively hires via hackathons to transform workforce
“We've been hiring people only through hackathons now, right? And we see natural attrition of two percent, give or take a month, and we just replace them with people who actually are AI savvy people who are from hackathons. Give me 12 months, I'll have sort of …”
282 days left 2027-06-22
286 days left 2027-06-26
Brockman: Today's frontier AI intelligence will be much cheaper within a year
“I think the thing you should anticipate is that over a year long time horizon to get to today's level of intelligence that feels very premier, it's going to be much cheaper. But there's going to be a new thing that is going to be so much better.”
288 days left 2027-06-28
290 days left 2027-06-30
Lemkin: OpenAI's IPO will be delayed until mid-2027 as Altman secures alternative financing
“I think that's a good idea. I think Sam will come up with so much alternative financing. It'll slip into mid 27, but I think that's the straw man today would be my guess. Like that's the plan, but there'll be so much, so many other sources of maybe the governm…”
290 days left 2027-06-30
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Glyman: OpenAI and Anthropic will pass $300B combined revenue in a year
“And if you play out what they and OpenAI, just the two labs, are on track to do in revenue and call it a year's time I think it'd be reasonably conservative at this point to say they're gonna pass more than three hundred billion dollars a year in revenue, whic…”
305 days left 2027-07-15
305 days left 2027-07-15
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Mehta: India's electric scooter volumes will catch up to China by 2027
“Volumes, they are ahead, but volumes will catch up in the next three, four years. But in terms of just sheer technology, and product quality, and product the feature list. No, I'm not just speaking for Aether. I'm just, I'm speaking actually about the entire e…”
311 days left 2027-07-21
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Amodei: In a couple years, AI will be the world's biggest industry
“I actually think that, you know, as the revenues, as the economic business of AI ramps up and it's ramping up exponentially, you know, if I'm right in a couple years, it'll be the biggest source of revenue in the world, right? It'll be the biggest industry in …”
322 days left 2027-08-01
337 days left 2027-08-16
339 days left 2027-08-18
Thompson: Intel will announce a major foundry customer within the year
“The scarcity is what ultimately saved Intel. And I expect at some point in the year that they're going to announce like some major partner for the first time. It's going to be a big deal, but it was ultimately TSMC brought it on themselves.”
341 days left 2027-08-20
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357 days left 2027-09-05
359 days left 2027-09-07
Kumar: India Unlikely to Achieve Growth Needed for $5T Target
“Assuming that the data is correct, that the Indian government is putting out, we will need at least a nine percent rate of growth if in the next three years we are to reach the third largest economy, that five trillion dollar goal. And we've had only six and a…”
362 days left 2027-09-10
364 days left 2027-09-12
Bendov: AI agents will automate manual CRM work within two years
“Absolutely. Like, I mean, who wants to fill in forms or flip the web pages? This is like people punching cards in the seventies. There's no doubt in a couple of years at most, and I used to say like in 10 years, right? Now I say like in one to two years, nobod…”
364 days left 2027-09-12
Palihapitiya: CIOs will be publicly fired within a year over AI data leaks
“Will a handful of CIOs get very publicly flogged and fired in the next year because they accidentally didn't understand this and just did an API deal because they wanted to feel popular and leaked data into these models? Guaranteed.”
364 days left 2027-09-12
Masad: Developers will reliably run 1,000 concurrent AI agents within two years
“Or plus, which I assume we're going to get to in the next couple of years, you can really spin up a thousand agents, give them a lot, thousand problems, and reliably be confident that like, 95% of them is going to work.”
370 days left 2027-09-18
370 days left 2027-09-18
372 days left 2027-09-20
382 days left 2027-09-30
383 days left 2027-10-01
Guthrie: AI infrastructure will remain supply-constrained for the next two years
“With AI, we're still more supply constrained than we are demand constrained. And I think I, you know, I expect that to continue over the next couple of years as the technology continues to evolve and as people start to integrate AI into more and more workflows…”
384 days left 2027-10-02
385 days left 2027-10-03
Conrad expects Rippling to be a public company by 2027
“Five years from now? I would I would hope so. I don't, you know, and to like, just to be clear for you know, there's like no plans on any, you know, people are going to be like suddenly like timing our IPO and that's not there. It's not something that we spent…”
402 days left 2027-10-20
407 days left 2027-10-25
407 days left 2027-10-25
407 days left 2027-10-25
412 days left 2027-10-30
O'Driscoll: OpenAI will reach a $1 trillion valuation in two years
“On the current trajectory, maybe all I can answer is on the current trajectory and without the euphoria Jason mentioned, it's probably two years because, you know, you do get some attenuation of growth at scale and, you know, at the current thing that, I mean,…”
413 days left 2027-10-31
416 days left 2027-11-03
416 days left 2027-11-03
426 days left 2027-11-13
O'Driscoll: Palantir and AI CapEx Will Face a Major Correction Within Two Years
“I think, Michael, it's very hard to imagine a company trading north of a 110, 120 times revenues like Palantir, growing at 50 or 60% last quarter. Great. Amazing quarter. Kicking off cash. It's very hard not to imagine the next two years that doesn't have a si…”
428 days left 2027-11-15
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452 days left 2027-12-09
McCusker: TH Lee will face another Hightower transaction in a few years
“Hightower is owned by TH Lee. It's been a very successful investment for them. They've rolled it into a continuation fund. That continuation fund has a life on it, and they'll have to figure out something. There will be another transaction a few years from now…”
454 days left 2027-12-11
Voice conversational AI will pass the Turing test within a year
“I think this is, is good for customer support or customer experience, but it's still a way away from like conversation like we have and like passing that Turing test. So I think this is still like a, at least a year, like within a year. And then you will have …”
459 days left 2027-12-16
460 days left 2027-12-17
460 days left 2027-12-17
Osborn predicts Bluesky will grow and achieve lasting traction within three years
“I would bet so. Like I could be wrong, but it feels like in terms of the herd instinct of folks and the herd instinct of tech press and whatnot, there's more now than there was when Mastodon and Threads and everything else launched a few years ago, including B…”
462 days left 2027-12-19
474 days left 2027-12-31
Lemkin: Open Evidence will raise at $30B-$40B valuation next year
“Open Evidence will probably do a round at 30 or 40 next year. I'm actually going to suggest that Thrive is very smart. And they've probably done the math and this is the right insertion point for them. And they believe in it. And someone else is going to do it…”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Socher: Expects to win $1,000 bet that AGI won't arrive by 2027
“We did this bet and in the bet he has to win. I think it ends in 20, 27. So three things have to be true. We have to have a personal robot that cleans the whole house the way my cleaning team does. And it needs to be purchasable, like for reasonable amounts of…”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Graham Allison estimates a 5% chance of China attacking Taiwan through 2027
“I think the likelihood of an attack on Taiwan this year or next year or even into 28, but let me just do 26 and 27, absent some major provocation by Taiwan or some other third incident is very low. I'd put it at about where the prediction markets are, five per…”
474 days left 2027-12-31
Shapiro predicts Trump policies will cost 500,000 Pennsylvanians their healthcare
“I've got 500,000 Pennsylvanians who are going to lose their health care. I've got a 120,000 who have already lost their health care. About another 320,000 or so were likely to lose Medicaid next year. I've got 26 rural hospitals that are likely to shutter”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Seides: Unlocked Private Market Capital Will Flow Back Into Public Equities
“The biggest impact of that over the next couple of years is that when private markets unlock for liquidity, the first wave of that money from the institutional market is going to go back to the public markets. It's not going to get recycled in the private mark…”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Patel: Google will buy tons of GPUs through 2027 due to TPU limits
“When we look in 26, Google would buy a lot more TPUs, but they can't ramp production fast enough, right? And so they have to buy tons of GPUs. And we go to 27, it applies again, right? Google simply cannot buy enough TPUs, and they have to buy tons of GPUs.”
474 days left 2027-12-31
474 days left 2027-12-31
Sean Lie: Next Cerebras Chip Will Run Frontier AI at 5,000 TPS
“And in particular, we designed it together with our next generation wafer chip that will be coming next year. And with that chip, We'll be pushing the performance even further. So we just saw a two X improvement this year with CS four. We're going to push it e…”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Brown: Teamshares plans to grow corporate EBITDA to $100M by 2027
“We put out a forecast, right, to go from nineteen million of corporate EBITDA. So there's, like, segment EBITDA, right, so it's just sort of roughly, you know, sixty million, but then after our parent overhead of 90 people that, you know, propelled the machine…”
474 days left 2027-12-31
474 days left 2027-12-31
Jessica Lessin: OpenAI has a 90% chance of going public by 2027
“I will say I'm 40% 2026, but like 90% 2027. So I think there is a re reasonable chance next year, and like, I just think they're not gonna go a Stripe, a SpaceX, and all that kind of stuff. Like, they're just not. The body language is totally different.”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
Riparbelli: Full Hollywood films will be laptop-creatable by 2027
“We said that in 10 years, it's gonna be possible to create a Hollywood film from your laptop, not needing anything else. That's 2017, and at current rate of progress, that wouldn't really surprise me. So I think we got the timeline sort of like ballpark right”
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
474 days left 2027-12-31
484 days left 2028-01-10
490 days left 2028-01-16
494 days left 2028-01-20
Liquid Death aims to become a multi-billion dollar beverage-entertainment hybrid
“I like to think that we're, you know, Not that far off from what you see in a brand like Monster or Red Bull, you know, just a, you know, much bigger brand known for sort of blurring the lines between being an entertainment company and a beverage brand. Like, …”
495 days left 2028-01-21
Cliffton: Zipline Will Scale to 1M Deliveries Daily in Next Few Years
“You know, Zipline is gonna scale to a million deliveries a day over the next couple years, and that is gonna require us to continue that rate of, like, 15% week-over-week growth for another several years straight, and that's so we're not currently looking to, …”
495 days left 2028-01-21
496 days left 2028-01-22
Bill Spitz Predicts 60/40 Portfolios Will Yield Mid-Single-Digit Returns Post-2018
“And where we end up is sort of a ten-year expected return on equities of Five-ish, let's call it five and some change, a little more for international stocks. Bonds are sort of three-ish. So I think looking ahead, the simple sixty-forty portfolio is going to g…”
498 days left 2028-01-24
498 days left 2028-01-24
500 days left 2028-01-26
503 days left 2028-01-29
O'Driscoll: AI CapEx spend won't pull back in the next 12-24 months
“So I think it's highly unlikely that you know, this is not going to be the year when people get terrified and say, I'm not going to do it. At some point, I think they will, because I think we probably are over-investing at some level, but right now, people are…”
505 days left 2028-01-31
Younis: Fully autonomous cars will be available at dealerships by 2028
“And I think when the CT-Six launches with Super Cruise or the Tesla Autopilot, and then maybe 10 years from now we'll wake up and you have that option to go to the dealership and buy a car that does everything we think autonomy does.”
506 days left 2028-02-01
516 days left 2028-02-11
Sharp: AI model providers will launch competing telemetry products within 18 months
“I have a near 100% belief that the, that these companies will eventually want to compete with my business. And so, you know, I need them. I need their models. I need the intelligence that they're selling, but I'm, I have some very real concerns that, you know,…”
524 days left 2028-02-19
O'Driscoll: Enterprise AI spending will surge for two years before retrenchment
“My gut would be people will overbet, overinvest, and you will have a retrenchment period, you know, two plus years from now, but I think right now you're just looking at two years where, you know, just as the hyperscaler said two years ago, we're going to do t…”
527 days left 2028-02-22
Systrom: San Francisco will rebound as top startup center within five years
“But like, mark my words, look back five years from now, and I, you're even seeing the glimmers of it now. Just all these companies getting started. If you look at history, history, what is it? It's like it never repeats perfectly, but it rhymes. And there's no…”
529 days left 2028-02-24
531 days left 2028-02-26
Lemkin: AI agents will stop requiring custom setup within two years
“Every agent, here's the problem today, and this will change in the next two years. It is not true today. Every agent is essentially custom, ok? Every agent needs to be trained. Every agent needs to be onboarded. If you want it to be great, ok? Every agent need…”
532 days left 2028-02-27
CaratLane targets ₹10,000 crore revenue and 20% EBIT margin in five years
“Oh no, I think we have set ourselves five years, 10,000 crores. I mean, I think more than a billion dollars, unless the rupee further depreciates and goes in that direction. But yeah, and a 20% EBIT business is a long-term healthy business, you know, so we wan…”
537 days left 2028-03-03
537 days left 2028-03-03
538 days left 2028-03-04
541 days left 2028-03-07
550 days left 2028-03-16
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557 days left 2028-03-23
Srinivas: Google will remain dominant for years via transaction capture
“Another thing I'll tell you why they'll, they'll still continue to be dominant for a few years is let's say you do your research on like what microphones to buy, whatever, or like, you know, Let's say the best headphones for podcast recording. You're buying eq…”
560 days left 2028-03-26
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564 days left 2028-03-30
570 days left 2028-04-05
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573 days left 2028-04-08
Shapiro: Gas prices will probably take years to decrease
“Obviously this war has spiked gas prices up today about four 15, four 16 here in Pennsylvania, similar across the country, probably years before those gas prices come down, even if the war, you know, hopefully ends, you know, very, very soon.”
574 days left 2028-04-09
576 days left 2028-04-11
Reyna: OpenAI, Google, and ElevenLabs will buy new foundational model startups
“OpenAI and Anthropic will end up, and Google will end up buying, and 11 Labs will end up buying, like, all of the new foundational model companies that will be popping up and creating research and paying just, like, a few billion here, a few billion there, and…”
577 days left 2028-04-12
591 days left 2028-04-26
592 days left 2028-04-27
594 days left 2028-04-29
595 days left 2028-04-30
595 days left 2028-04-30
596 days left 2028-05-01
611 days left 2028-05-16
612 days left 2028-05-17
Mostaque: AI Will Build Software Automatically, Eliminating Human Coders
“Why would you need a human for that if the AI gets better and better at coding? Just tell it what you want. I want to create an app for 20 minute VC that has these features. Of course it will go and build it automatically. Where is the human coder in that?”
612 days left 2028-05-17
Mostaque: Only five or six foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. ... I think it's going to be us, NVIDIA Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
617 days left 2028-05-22
619 days left 2028-05-24
622 days left 2028-05-27
622 days left 2028-05-27
Tan: $100K AI token workloads will drop to $200 in two years
“What you spend a 100,000 or a million dollars a year on now, it will be commonplace like in, in two years, right? It'll, it won't cost a 100,000 in a year. It'll cost 10,000. And the year after that, it'll be like a couple hundred bucks, right? And everyone wi…”
626 days left 2028-05-31
Allemann: On Running will expand into full-body apparel and tennis by 2028
“On in five years will be a global sports brand that still very much resonates with our core community, with runners, but also has built a second sport called tennis, and is happening for you on the full body. So not only shoes, but very much also apparel, beca…”
628 days left 2028-06-02
629 days left 2028-06-03
629 days left 2028-06-03
634 days left 2028-06-08
635 days left 2028-06-09
Masad: Full AI labor automation will not happen in next two years
“There's still a lot of limits to this technology that humans are going to be filling a lot of gaps in the foreseeable future until we aren't, but I don't, I can't give you that timeline. What I'm certain is it is not in next year. It's not the year after”
642 days left 2028-06-16
646 days left 2028-06-20
Petersen: Flexport will IPO in a couple of years after hitting a few hundred million EBIT
“I'd like to be a nicely profitable, making a few hundred million of EBIT and then we'll go public. So it could happen in a couple of years. It should, like the way that things are going right now, we should be able to get there.”
647 days left 2028-06-21
647 days left 2028-06-21
Hotz: Automated flight booking will arrive via APIs, not agentic web browsing
“We're gonna pretty soon have computer use models that are actually capable of going to Delta.com and booking a flight. But then what's actually gonna happen is Delta's gonna partner with whatever company does that, and they're gonna put it behind the stupid th…”
648 days left 2028-06-22
650 days left 2028-06-24
651 days left 2028-06-25
Tan: AI token compute costs will drop drastically within two years
“I mean, basically because the frontier models are that good, like, you know, I think that in two years, like, That'll be a 100,000 and, you know, down to 10,000 and a thousand. I mean, basically these orders of magnitude are about to happen.”
652 days left 2028-06-26
653 days left 2028-06-27
Sinofsky: Best-selling novels will be AI-generated within a few years
“Absolutely. A hundred percent. A hundred, and I think, I don't think Stephen King is going to do that, and, but I think there'll be some new writer who will probably write it under a pseudonym, and a year after the novel is written and has been made into a mov…”
653 days left 2028-06-27
666 days left 2028-07-10
667 days left 2028-07-11
Keith Rabois predicts human-labeled AI data will be obsolete within three years
“The truth is, I think there's a very short half-life on human label data. And so everybody who's investing in these companies just to get revenue traction really didn't understand that there may be a year, two years, Three years max when anybody uses human lab…”
667 days left 2028-07-11
669 days left 2028-07-13
669 days left 2028-07-13
Cliffton: Zipline will serve hundreds of millions of homes within five years
“And so I think that, you know, the question of how long is it going to take to expand from the, You know, thousands of homes that are served today to the hundreds of millions of homes that we ultimately need to serve. I think that that process will probably ta…”
675 days left 2028-07-19
675 days left 2028-07-19
Johnston: SpaceX will reach a $10 trillion valuation within years
“My hottest take right now is that the SpaceX IPO is the, gonna be viewed historically as the most undervalued IPO of all time. I think they will tear through 10 trillion within, you know, certainly within the next couple of years, and then have almost unlimite…”
677 days left 2028-07-21
679 days left 2028-07-23
680 days left 2028-07-24
Formalizing Fermat's Last Theorem in Lean is doable in 2-3 years
“It's I think definitely possible. Yeah. Like he, so the professor is Kevin buzzard and he got like a grant and now he just like focused on writing the proof for Ling. Like he's hoping to finish that in like two or three years. And then basically like if Ling i…”
686 days left 2028-07-30
Friedberg: Converting copyrighted data into AI knowledge will be upheld as fair use
“I do think fundamentally that the conversion of that data into what I would call knowledge and ultimately the ability to create new outcomes from that knowledge that are not copyrighted, that are not copies of the original material, I do think is going to end …”
691 days left 2028-08-04
693 days left 2028-08-06
693 days left 2028-08-06
Gil: Startup valuations will rise and financing will ease over two years
“And so I do think we're going to see a ongoing rise in valuations most likely over the next year or two, much more than we've seen today. And obviously there'll be some great things in there and there'll be a bunch of stuff that doesn't deserve it, but I actua…”
694 days left 2028-08-07
Calacanis: Every Tesla sold will include built-in Starlink connectivity
“So the piece there that's going to be explained probably in the next year or two is every single Tesla sold is going to have Starlink in it when they get that merger done. What that means is you're going to have wifi networks connecting any phone. To any Tesla…”
698 days left 2028-08-11
700 days left 2028-08-13
701 days left 2028-08-14
Mossberg: Sodium-ion cell prices will drop ~$20/kWh over next 2–3 years
“We can see pretty clearly for the next two years, because we have quotes from both from raw material suppliers and from cell suppliers that take the, you know, like the price is falling by about 20 dollars per kilowatt hour over the next two, two-ish years, tw…”
703 days left 2028-08-16
704 days left 2028-08-17
707 days left 2028-08-20
Cass: Trump's tariffs will boost US manufacturing output within years
“I think if the long run is you know, anywhere upwards of a few years, I think it will. I think the question is how long does it take to actually change investment decisions? And then how long does it take investments to come online? But I would expect to see t…”
712 days left 2028-08-25
716 days left 2028-08-29
Winkler predicts all oil geosteering will be automated within five years
“But I think it'll eventually prevail so that in five years, nobody, nobody's manually doing GPS during the old way.
They might be, might not be using hard software, but I think in five years, people will all be doing it in this computed automated fashion.
That…”
722 days left 2028-09-04
Birmingham: Remote work will decrease over the next five years
“I think certain fields will get back to what it used to be. I don't think everyone's going to now be hybrid. I don't think the new norm is remote work as much as it is now. Andy always does this to me. If you were going to make a bet that in five years it woul…”
729 days left 2028-09-11
Velez: Nubank will expand beyond Latin America and fintech by 2028
“We would have Become the leading financial institution in Latin America, especially in these three markets. Clearly, we made that, we kind of checked that box. We've gone beyond Latin America. Not sure exactly where, but we've gone beyond in terms of internati…”
732 days left 2028-09-14
Siroker: Thousands of multi-billion-dollar vertical LLM application companies will emerge
“There's whole categories of companies that are going to be cat, you know, Category defining independent successful big public multi-billion dollar companies that are just applications of large language models in a specific domain for a specific user with a gre…”
733 days left 2028-09-15
747 days left 2028-09-29
749 days left 2028-10-01
Andreessen: Producing full-length movies on laptops will be viable within five years
“It ought to be possible here within a couple years you know, to make entire full-length movies, you know, basically on your laptop, completely produced, you know, with, like, whatever actors superimposed into the thing, like, a couple years I don't know, I'd s…”
750 days left 2028-10-02
Douglas: AI industry will reach human-level computer capabilities in 2-3 years
“Which is that in the next two or three years, given the right feedback loops, given the right compute, given the right, you know, elbow grease and this kind of stuff, we think that we as the AI industry are all on track to create something that is at least as …”
758 days left 2028-10-10
Sacks: BRICS gold-backed trade currency unlikely in next few years
“The best guess about what they're going to do is it'll be some sort of gold-backed certificates where they can settle up huge international trade flows using gold certificates. So that might be part of what's driving this as well. That's a very long-term proje…”
763 days left 2028-10-15
Phin Barnes: Most Top Venture Outcomes Next Decade Will Have Diverse Founders
“For me, when I think about the next 10 years and the five to seven massive venture outcomes, right, so these are the Facebooks, the Ubers, the Airbnbs of the venture industry, my belief is that of those five to seven, somewhere between four and seven of them a…”
764 days left 2028-10-16
767 days left 2028-10-19
774 days left 2028-10-26
778 days left 2028-10-30
778 days left 2028-10-30
786 days left 2028-11-07
Sacks: Defeated 2026 California wealth tax will return stronger in 2028
“And that's why I think that if we defeat this in 26, it doesn't mean it's dead for good, it just means it's gonna come back In a new form in 28, but with much more broad based union support, all the unions are going to do it together.”
786 days left 2028-11-07
Friedberg: Socialist candidate like AOC will likely emerge for Democrats in 2028
“I think there's a, as I've talked about many, many times, a very high probability that someone who's a little bit more socialist aligned is going to end up being kind of thrust forward here, and I think AOC fits the bill there.”
786 days left 2028-11-07
786 days left 2028-11-07
786 days left 2028-11-07
Nate Silver: 43 states can be predicted for 2028 with 97% confidence
“43 of the 50 states, David, we could probably predict right now with 97% confidence who they'll vote for in 2028, and it's not because of rigging, it's because polarization and partisanship are very powerful forces that we can't seem to escape from.”
786 days left 2028-11-07
786 days left 2028-11-07
786 days left 2028-11-07
Coogan: 2028 election will pit JD Vance against AOC or Buttigieg
“And so my bet that I would put on Polymarket right now is that The twenty-twenty-eight election is between JD Vance and AOC, or JD Vance and Buttigieg, because AOC and Buttigieg both can actually sit and be real people for several hours, and AOC's done it with…”
788 days left 2028-11-09
791 days left 2028-11-12
Suleyman: AI data and training pipelines will become fully closed-loop within years
“So, it doesn't seem very far-fetched to say that in a few years time, at significant scale, That will get closed loop. And, you know, it'll be interesting to see you know, what happens and whether the quality bar can be maintained and whether performance does …”
794 days left 2028-11-15
Traynor: Consumption pricing will replace per-seat SaaS within five years
“I think his point about like consumption pricing outpacing, or like, you know, ultimately taking the place of seed pricing, I think is going to be true. I think a lot of work is going to get handed over to LLMs over the next Five years.”
795 days left 2028-11-16
795 days left 2028-11-16
795 days left 2028-11-16
Albrecht: Users will create bespoke agents via natural language within five years
“And I think five years from now we're going to have something where it's not just you know, okay we have a scheduling bot we have this other thing but we really have these more general more robust systems where Each of us can individually say, like, I want a t…”
797 days left 2028-11-18
798 days left 2028-11-19
809 days left 2028-11-30
812 days left 2028-12-03
816 days left 2028-12-07
Chen: AI Efficiency Will Enable $100 Billion Revenue-Per-Employee Ratios
“And I think we're going to see companies with even crazier ratios, like a hundred billion per employee in the next few years. AI is just going to get better and better and make things more efficient. So that ratio just becomes inevitable.”
818 days left 2028-12-09
Smartphones will run pruned frontier AI models locally within three years
“In three years on a bigger and bulkier phone to fit the amount of DRAM necessary, you know, and the battery won't probably last as long. You will be able to probably run a pruned down version of something like Gemini five or GroK four, GroK 4.1, or, you know, …”
824 days left 2028-12-15
831 days left 2028-12-22
838 days left 2028-12-29
Andreessen: Wearable sensors will predict heart attacks within 5 to 10 years
“I think we'll have a full complement of medical grade sensors on, you know, on our bodies in a way that we have chosen to over the next five or 10 years. And I think we're, I think we'll get to the point where we're gonna be able to do things like predict hear…”
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
Patel: 4x annual compute scaling cannot continue beyond 2028
“If you look at things like how much energy is there in the country, how much how many chips can TSMC produce and what fraction of them are already being used by AI. Even if you look at like raw GDP, like how much money does the world have? How much wealth does…”
840 days left 2028-12-31
Araque: Quaise will run first supercritical geothermal flow test by 2028
“From there in twenty-twenty-eight, so two years later, we'll do another version of that, that is not at three miles, but a little bit deeper and above the 400 degrees Celsius or so. We're basically walking up the temperatures of that site to unlock those outpu…”
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
Lieberman: Twitter will not 5x revenue to $26.4B by 2028
“I just think that it is going to take more than Call it, let's call it five years to five X revenue, given they haven't even really proven that they can scale one revenue stream, let alone what I believe will need to be multiple to get it to twenty six billion…”
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
Smith: U.S. will start depleting gas storage in 2028 from AI and LNG
“Our work suggests that 26, 27 natural gas is, is appropriately supplied. But as we get into 28, and you plug in this compute, and you assign gas to very specific assets as they're plugged in as well, and you continue to export LNG as we're planning to do with …”
840 days left 2028-12-31
840 days left 2028-12-31
840 days left 2028-12-31
844 days left 2029-01-04
851 days left 2029-01-11
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860 days left 2029-01-20
860 days left 2029-01-20
Friedberg: Democratic wins in 2028 will trigger federal pension bailouts
“If you end up with a Democrat controlled house and a Democrat president, In 20, 28, you'll very likely see a federalization of that obligation, meaning that the federal government will step in to bail out or support those state and local governments”
860 days left 2029-01-20
Bessent aims to reduce U.S. deficit-to-GDP ratio to 3% by 2028
“And I've said that I would, by the time President Trump leaves office, that we would like to have something with a three in front of it, which will stabilize the deficit to GDP, which is an important number, and enable us to start paying down debt.”
860 days left 2029-01-20
860 days left 2029-01-20
860 days left 2029-01-20
860 days left 2029-01-20
860 days left 2029-01-20
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863 days left 2029-01-23
863 days left 2029-01-23
875 days left 2029-02-04
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880 days left 2029-02-09
Friedberg: Apple will reach $100B in Vision Pro sales within five years
“I think they're going to sell a hundred billion dollars of Apple vision pros, not this version, but this version plus the next version probably over the next. I would guess for them to get to a hundred billion in sales, it'll take them less than five years.”
880 days left 2029-02-09
883 days left 2029-02-12
885 days left 2029-02-14
Puri: Apple will eliminate Vision Pro battery cord within five years
“Five years from now, this thing is going to be incredible because they're going to solve all these annoying problems. It's going to become lighter weight. They're going to get rid of this cord. That's a battery that I have to put in my pocket while I'm using i…”
885 days left 2029-02-14
887 days left 2029-02-16
Brenner: Trade Republic will hit €1B revenue and go public within 5 years
“TraderPublic is the complete financial partner to millions of Europeans. It has more than ten million customers, a hundred billion in assets, and a billion or more in revenues. It's publicly traded, and it's not only savings platform, but also the banking part…”
888 days left 2029-02-17
891 days left 2029-02-20
893 days left 2029-02-22
895 days left 2029-02-24
Sundheim: SpaceX Starlink Will Drastically Undercut Other Broadband Options Within Years
“I think that the cost, they've come so far down the cost curve, I think that in a relatively short amount of time, like months, few years they are going to be dramatically cheaper than, Any other form of delivering broadband.”
896 days left 2029-02-25
899 days left 2029-02-28
Dixon: Major AI copyright rulings will take three to five years
“Similar thing with like New York times open AI lawsuit, you know, you're going to have potentially copyright important decisions that have effects on huge economic effects. Decided by judges three to five years from now who are interpreting, you know, hundred …”
905 days left 2029-03-06
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Coogan: Routine SpaceX Starship lunar cargo flights are 3-5 years away
“Starship needs to be refueling in orbit, landing on the moon with and without crews, because you're probably going to need some humans up there, some robots and we need to start routine cargo flights to the moon. So this is straight up like three to five years…”
922 days left 2029-03-23
Coogan predicts routine Starship lunar cargo flights are 3-5 years away
“Starship needs to be refueling in orbit, landing on the moon with and without crews, because you're probably going to need some humans up there, some robots and we need to start routine cargo flights to the moon. So this is straight up, like, three to five yea…”
924 days left 2029-03-25
US equity markets will deliver 8% to 10% annualized returns through 2029
“No, I think the next 10 years in the equity markets, the U.S., and I think globally will be better, but let's just say the U.S., I still think we'll get eight to 10%, and I think it's because rates are still low and money has to go to work somewhere, so I stil…”
930 days left 2029-03-31
Coogan: SpaceX will launch robotic Mars missions at next transfer window
“When the next transfer window comes up,
I think SpaceX is going to definitely try and launch a rocket to get there, but it'll probably just be like robots.
And then the next one, they're going to launch like 10 rockets during that window.”
935 days left 2029-04-05
938 days left 2029-04-08
Dawn predicts secondary market volume will hit $400B-$500B within five years
“So it would not surprise me if the GP side of this market is 200 to two hundred and fifty billion dollars in five years time. So if you add that onto what we think is a natural growth also, In the LP market, getting to four to five hundred billion is reasonabl…”
940 days left 2029-04-10
Kevin Ryan: VCs will deploy existing dry powder over five years
“There's another characteristic in our business is there's actually a lot of VC money. You know, there's tons of cash sitting on the sidelines. That money is not going to be given back. That money is going to be spent. We're only debating whether people are goi…”
940 days left 2029-04-10
Sacks: AI-generated code will reach 95% within a few years
“So number one is with respect to this market for code or code tokens, whatever you want to call it might be five percent today, meaning five percent of the codes, AI generated versus human generated. I think it's going to 95%. I mean, I bet any amount of money…”
945 days left 2029-04-15
959 days left 2029-04-29
960 days left 2029-04-30
Palihapitiya: Musk will acquire Twitter and double its valuation to $100B
“I think he's going to buy Twitter. I think he's going to clean it up. I think he's probably going to generate something like a two X on this. You know, we talked about how, you know, that's like a good terminal valuation in six or seven years that basically, y…”
961 days left 2029-05-01
982 days left 2029-05-22
Levie: AI services and implementation spending will be massive over next five years
“So, so I think I would take the bet on, on AI services for the next five years, unquestionably. The amount of dollars that will go into the change management of systems, the implemented, the implementation of the technology is, is going to continue to be massi…”
982 days left 2029-05-22
984 days left 2029-05-24
Emad Mostaque: Only 5 or 6 foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft, OpenAI, and Meta, and Apple probably are the ones that train these models.”
986 days left 2029-05-26
991 days left 2029-05-31
991 days left 2029-05-31
Espiritu: Epic Gardening surpassing $100M in revenue is a foregone conclusion
“I mean, I think it's like a foregone conclusion to get above a hundred million because we have, we've made a couple acquisitions. We made two small ones and one large one. And even just sort of growing those, I think has a shot at getting us past a hundred. I …”
995 days left 2029-06-04
Rory O'Driscoll: AI will not cause mass white-collar unemployment in 3 years
“And we've grown to accept that, that, you know, we're all here in the Valley with a plan. To automate white collar work such that there's going to be mass unemployment, according to these folks who are totally wrong, in my opinion, in three years, and all the …”
996 days left 2029-06-05
Srinivas: OpenAI and Anthropic will not get acquired
“I think with OpenAI and Anthropic, the value of the value of those companies is not in the models they have. That is a very first-order approximation. I think the second-order approximation is it's in the machine that's building the machine. That specific grou…”
997 days left 2029-06-06
999 days left 2029-06-08
1000 days left 2029-06-09
McGregor: AI infrastructure management will accelerate 6G rollout to three years
“You know, I think that six G is going to happen quickly because a lot of the foundational things is going to be run by AI. Meaning that a lot of the more of the basic setups and all that kind of stuff, the infrastructure stuff will be all AI, so we'll have eff…”
1001 days left 2029-06-10
Dreyfus: Global above-ground silver stockpiles will run out in three years
“Right now the silver supply demand dynamic is we consume a 1,000,000,002 ounces a year, we supply a billion ounces a year. So it's a two hundred million ton deficit per year, and we only have six hundred million of above ground inventory left, so the clock's t…”
1001 days left 2029-06-10
1003 days left 2029-06-12
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1013 days left 2029-06-22
Arora: Companies will cut G&A headcount by half within three years
“My rule of thumb is that in the next three years, we'll probably have half the people in GNA type activities in companies. Things like marketing, things like finance, things like HR, because there's a lot of process management there, and a lot of process manag…”
1015 days left 2029-06-24
Luan: Open-source AI will lag closed models over the next five years
“And I think in the next five years, open will always lag closed. And because open will always lag closed, because open just has fewer resources behind them and fewer incentives for people to go to go make things to be open as these things become more and more …”
1017 days left 2029-06-26
1024 days left 2029-07-03
1032 days left 2029-07-11
1036 days left 2029-07-15
Subotovsky: Next-gen startups will disrupt legacy email, CRM, and calendar incumbents
“Email, calendar, CRM, marketing automation, those haven't changed significantly in decades. So I believe that in the next 10 years, we're gonna see a lot of the leading companies in those categories disrupted by new generations of companies that are rebuilding…”
1037 days left 2029-07-16
1037 days left 2029-07-16
1038 days left 2029-07-17
Lemkin: 100% of S&P 500 companies with cash will buy Bitcoin
“I think a hundred percent of S&P companies are going to buy Bitcoin over the next 48 months. A hundred percent. I think it's going to become part of the standard treasury function in the CFO's office that has cash. It's going to be part of cash management and …”
1039 days left 2029-07-18
1040 days left 2029-07-19
Adams: LLM market will mirror cloud infrastructure competition
“There's still a huge amount of competition there, and I think exactly the same will happen with LLMs. They'll be innovating, you know, Google will add a feature, OpenAI will add a feature, some other startup that we don't even know about yet will add a feature…”
1041 days left 2029-07-20
1044 days left 2029-07-23
1045 days left 2029-07-24
Fully autonomous cyber defense systems will arrive in two to three years
“I think AI will advantage the offense in the near term, but everybody knows that and everybody's waiting to be able to, we're gonna have a total shift change in cybersecurity where you'll have AI agents on offense Being the cheapest way to create that autonomo…”
1051 days left 2029-07-30
Hade: AI tooling will slash C&I battery transaction costs 90% in three years
“So my best guess is, you know, over the next three years, the transaction cost bucket will go from an average of about 200 dollars a kilowatt hour to maybe 20 dollars a kilowatt hour. I think there's going to be a 90% reduction in the cost in sort of transacti…”
1054 days left 2029-08-02
Angelopoulos: US Likely to Restrict Chinese Open AI Models Within Three Years
“Yeah, my guess my guess would be that we will. I, I'm not saying I support it, but I think that it is likely where the world is headed. If I had to like place a bet, it would be there, but I think it's very uncertain at the moment.”
1057 days left 2029-08-05
Postma predicts AI will fully automate medical scribe jobs within five years
“So this person, like it's going to be taught, like people don't like to hear it, but this person is going to be automated by AI because you have open AI whisper. It can literally transcribe what you're saying. You use another LLM to summarize it and you're don…”
1058 days left 2029-08-06
Howey predicts self-driving robotaxis will reduce car ownership to 10%
“And car ownership is going to become a thing that only a minority of humans even own a car because of the way they'll even they'll never be parked really though because every car that can drive itself is a robot, basically, that can go earn money by running Ub…”
1065 days left 2029-08-13
Walling: AI will not eliminate the need for software developers by 2034
“They were talking about learning to code, and how everyone's going to be able to code because of ChatGPT, and developers won't be needed anymore, and I just don't believe that's the case at all. I mean, we've seen the same thing with no code. It's like, you ca…”
1074 days left 2029-08-22
Chamath: OpenAI could reach a $1.5T valuation within four years
“I would probably put that at like, 500 Dow to be conservative. It's probably doubling every two years. So 500 goes to a 1,000,000,001, billion goes to two in four years, and at two billion Dow, they generate a 1th of Facebook's revenue, just to be very conserv…”
1076 days left 2029-08-24
Electric cargo planes will bypass standard airports within four to six years
“In the near future, the next few years, they'll go to the airport only because of regulatory challenges of putting off airport landing sites. But in the next four to six years, what'll happen is these aircraft will actually go to the distribution center, which…”
1079 days left 2029-08-27
1081 days left 2029-08-29
1085 days left 2029-09-02
1087 days left 2029-09-04
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Gerstner: US baseload power growth will surge over next 5 to 10 years
“When you model out the need for data center capacity over the course of the next five to 10 years, you realize for the first time in really two decades, the US's need to grow its baseload power generation is going to go up significantly, significantly faster t…”
1103 days left 2029-09-20
1106 days left 2029-09-23
Gurski: Five or more $10B+ consumer subscription companies will exist by 2029
“I think we will have them because this business model is growing, and you might just check numbers of Apple, and you may see that Apple got from consumer subscription in 2017 and five billion, and it's projected that we'll get maybe one hundred billion or so n…”
1112 days left 2029-09-29
1115 days left 2029-10-02
Taylor: Conversational AI will replace web and app clicks within five years
“And as a consequence, you know, I think that, you know, if you fast forward four or five years, when you're interacting with any of the consumer brands, you work with your insurance company, your phone company a car rental company, you will probably be having …”
1123 days left 2029-10-10
Dodda: MoEngage turns profitable this fiscal year, plans IPO within 2-4 years
“We are also turning profitable by end of this fiscal year. So, so that helps us, like, we're getting ready towards, towards kind of, Building a company that can go public in the next yeah, near, near timeframe, somewhere between in the next two to four years s…”
1126 days left 2029-10-13
Huang: $1T in legacy data center infrastructure must be modernized in 4-5 years
“And we just know that we have a trillion dollars with the data centers that we have to modernize. And so right now as we speak, if we were to have a trajectory over the next four or five years to modernize that old stuff, that's not unreasonable.”
1127 days left 2029-10-14
1129 days left 2029-10-16
1129 days left 2029-10-16
Chamath: Netflix will inevitably reach one billion subscribers in 7–8 years
“They're gonna get to a billion subscribers. It's just inevitable. And so for them, I do think it's a very rational business position to take, which is that I have to appeal to a billion people over the next, you know, seven or eight years.”
1134 days left 2029-10-21
1136 days left 2029-10-23
1143 days left 2029-10-30
1158 days left 2029-11-14
CPPIB expects its assets to double to $1 trillion by 2029
“I think it's hard to conceive of a fund like ours of five hundred billion dollars going to a trillion over the next six or seven years or so. It is hard to conceive of us maximizing returns at a particular target level of risk without truly global exposure to …”
1165 days left 2029-11-21
1166 days left 2029-11-22
Azeem Azhar: 75% of people will use AI daily by 2029
“I think you have to be making quite a bold and, you know, heterodox claim to say that we won't all, by which I mean, 75% of us, be using these things daily in less than seven years from when ChatGPT launched, which was November the 22. And, ah, and that means …”
1176 days left 2029-12-02
1183 days left 2029-12-09
1187 days left 2029-12-13
Taylor Swift will retire from music by age 40
“Yeah, I think she retires by 40, she does her 13 albums, she owns all of them, she makes billions of dollars, she marries Travis, the Chiefs win the Super Bowl, like she does one last final tour, and then she's like, cool, and that was my music career,”
1194 days left 2029-12-20
David Friedberg predicts non-developers will build and deploy software via chat within five years
“And in five years, just like we're all going to, and we're all using a chat like interfaces more frequently. You go to your chat like interface and eventually you realize you can ask it to build some tool for you that does something. And it renders the tool, a…”
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
Wood expects 40% to 45% annual returns for disruptive tech equities
“The truly disruptive innovation we would expect. Now we did this chart at the end of last year during the next five years to deliver a compound annual rate of return of roughly 50%. Now we've had some of that. So maybe it's 40 to 45% compound annual rate of ch…”
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
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1205 days left 2029-12-31
Nolan: General Matter will displace adversarial nuclear imports by 2030
“Building enough capacity there to satisfy HALU through the next decade, and then enough LEU capacity to displace adversarial imports into the US. And so that's the scale of it. That's where we're doing it. Timeline is, you know, Before end of decade.”
1205 days left 2029-12-31
1205 days left 2029-12-31
Staniszewski: Advanced voice AI will reach cars via cloud in 2026
“I think this year it should be in the automotive
Site two, or some of the applications.
John Collison: Okay, so you think we'll start seeing kind of great voice models in cars this year?
Mati Staniszewski: This year for their own cloud use cases, like on, on, …”
1205 days left 2029-12-31
1205 days left 2029-12-31
Bowman: 17% of UK taxpayers will pay higher rates by 2029
“By 2029, so in four years, 17%
Of taxpayers are going to be higher rate taxpayers.
So, fiscal drift, which is just holding the bands constant and letting inflation push people into the higher rate, the 40, the 40, but really forty-two-pee rate is, I mean, more…”
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
Wurzbacher: Direct air capture will reach million-ton scale by 2030
“This industry is set up to scaling up to the million tons per year scale in the next couple of Years towards the end of this decade. So that's what will happen. We are doing that like a handful of other companies are working towards that.”
1205 days left 2029-12-31
Smith: U.S. gas storage will fall below historical minimums by 2029
“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”
1205 days left 2029-12-31
Vintage 2020 and 2021 alternative asset funds will deliver awful returns
“I think the venture growth ecosystem gets like a bad rap, but it's gonna be every alternative asset. Their 20 and 21 funds are gonna be awful relative to earlier funds because you had, you know, people thought they were gonna make, you know, a forex in, you kn…”
1205 days left 2029-12-31
1205 days left 2029-12-31
1205 days left 2029-12-31
Misaligned AI will competently scheme and take over in 2029
“And then it turned out that somewhere along this transition, so at some point in 20, 29, you went from AIs that were kind of misaligned and reward hacky and sloppy and weren't really trying to do the right thing to AIs that are like competently scheming agains…”
1205 days left 2029-12-31
1205 days left 2029-12-31
Purwar: 2020s Will Experience Climate-Induced Depression Similar to 1930s
“I was really interested in doing a PhD in economics on climate change induced financial depression, and I was working with Professor Gary Gordon in Yale, so I'm a Yale graduate in the master's program, and I really, really wanted to do that because I was obses…”
1206 days left 2030-01-01
1206 days left 2030-01-01
1206 days left 2030-01-01
Chen: Bioengineered smart clothing will track health and guide runners by 2030
“This shirt is made out of spider silk, engineered by DNA. It's got sensors and actuators right in it, so the sensors pick up her health stats like temperature and EKG and heart rate, and it's got actuators so it can bumper on the wrists, right?”
1206 days left 2030-01-01
1206 days left 2030-01-01
1206 days left 2030-01-01
1215 days left 2030-01-10
Stebbings: Consumers won't pay extra for newer AI models in five years
“I don't, I tweeted this yesterday actually because of this, sorry but I don't think in the future we will pay more for access to newer models. I think that is just a stage of the development cycle that we're in. In five years time we won't pay more for a bette…”
1216 days left 2030-01-11
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1260 days left 2030-02-24
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1267 days left 2030-03-03
1267 days left 2030-03-03
1267 days left 2030-03-03
1267 days left 2030-03-03
Sorensen predicts in-flight nut death will force overnight airline nut bans
“I, I'm convinced that in the next five years, there'll be someone that dies on a plane from nuts, and overnight, the whole industry will be nut-free, or allergy-friendly. Like, I am so convinced in my heart that that will happen.”
1269 days left 2030-03-05
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1290 days left 2030-03-26
1290 days left 2030-03-26
Eggemeier: Human support headcount will remain flat despite 80% AI automation
“And so what we think is going to happen to our interactions are going to go massively up. We're going to help companies automate 80% of them, and you're going to have about the same amount of human beings that you had before in the human agent role because of …”
1293 days left 2030-03-29
1294 days left 2030-03-30
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1298 days left 2030-04-03
Andreessen: AI hardware supply chain faces chronic shortages for next 3-4 years
“In the next three or four years, it's like somewhere between three or four years out, basically everything is selling out. So like the entire supply chain is, is, is, is sold out or selling out. And so there, there's no, like, we're just gonna have like chroni…”
1321 days left 2030-04-26
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1326 days left 2030-05-01
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1337 days left 2030-05-12
Akhund: Mercury will employ more software engineers in five years despite AI
“I think we'll have more. Like, I think the maybe I'm contrarian about it a little bit, but to me, if my engineers get more productive, I'm gonna come up with more things to do. Like, I'm gonna have, like, so much stuff that I want to do.”
1337 days left 2030-05-12
1341 days left 2030-05-16
Yamashita: Figma engineering headcount won't scale proportionally with product expansion
“I don't think we'll have fewer engineers than we have today, but you know, I think we'll be able to do more than we're able to today. You know, as we expand more products, I don't, expect the number of engineers, for example, to grow in proportion.”
1341 days left 2030-05-16
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1354 days left 2030-05-29
O'Driscoll: OpenAI's hardware effort will fizzle within three to five years
“And then my predict, my guess is statistically the likely outcome just based on the priors of the other companies in the space is three, five years later, it turns into a fizzle. It was, it wasn't product. It didn't pan out”
1355 days left 2030-05-30
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1359 days left 2030-06-03
Khosrowshahi: Traditional OEMs will scale L4 AV manufacturing in 2-4 years
“So I think you'll see the traditional players get there over the next, you know, two to four years, and they'll start, you know, right now the cars are being manufactured in the hundreds and the thousands. It'll get to the tens of thousands. It'll get to the h…”
1360 days left 2030-06-04
1365 days left 2030-06-09
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Sanchez: AI will create billion-dollar one-person companies within five years
“I think people will become billionaires this year, next year, the next five years as one person companies from AI. I think there will be billion dollar one person companies created from AI, from what I have seen firsthand.”
1376 days left 2030-06-20
Petersen: Flexport headcount will stay flat as AI replaces manual operations
“It might be about the same. We're hiring a lot of salespeople and we're expanding a lot in new markets, but I think you're going to see like a shift from people that today do operations, kind of manual work that I was describing earlier into, okay, you've got …”
1376 days left 2030-06-20
1377 days left 2030-06-21
Calacanis predicts Microsoft's headcount will stay flat near 225,000 to 250,000
“I think they'll have just about two 50 plus or -10%. I don't think if I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient. Therefore, they don't need to add people, but I also don'…”
1377 days left 2030-06-21
Chamath Palihapitiya predicts Microsoft's employee base will grow over five years
“So I suspect that Microsoft business on the margin grows back to Dave's point. Some of the four 93 shrink and go away. It'll be cheaper for Microsoft to bundle together a bunch of other products that are point features today. And so they'll have more people. T…”
1377 days left 2030-06-21
Friedberg: Microsoft faces core application revenue decline within next five years
“I do think that there's a real probability of revenue decline in the next five years. So if you look at the enterprise install base, I think that cloud gets competed away. So I do think like on the application software layer, they're going to have a really har…”
1379 days left 2030-06-23
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Parr: Young adults will trust AI over doctors within five years
“I bet that the 18 year old today in five years, they're going to go to the doctor. And when they go to the doctor, they're going to tell their doctor, this is the illness that I have. And I think it's this because what you and I would have said five years ago,…”
1398 days left 2030-07-12
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Litinsky predicts US taxpayers will profit from DoD deal in five years
“It would not surprise me if when we, five years from now, hopefully we'll do this conference, and Chamath, you'll say to me, Jim, you know, I remember that deal that was the first of its kind that you did with DoD, And the government made money on you. The tax…”
1409 days left 2030-07-23
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Fanton: Total Engineering Headcount Will Decline Due To AI Automation
“So I think everybody, everything should move in that direction. So there should be less of the folks that are just doing mundane things and hopefully creativity together with it works more. But if it was something repetitive, it will go away, right? So in the …”
1414 days left 2030-07-28
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Bannister: Weak VC returns in seven years will force market discipline
“What's going to happen is there's going to be a reckoning, and there always is one, market will work itself out, where people look at their returns seven, eight years from now, and they're not going to be great. That will create some discipline in the market.”
1431 days left 2030-08-14
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1453 days left 2030-09-05
Alex Schultz: Smartphones won't disappear because AI wearables need compute pucks
“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”
1453 days left 2030-09-05
Mager: Precision and other BCIs will reach market within five years
“We expect within five years there to be precision system on the market and maybe one or two others that are making a big clinical impact for people who are severely paralyzed and then expanding from the sort of two and a half billion dollar a year market that …”
1453 days left 2030-09-05
Ganesan: AI will eliminate 80% of contact center seats in 3-5 years
“So broadly, I think the total number of contact center seats will come down. My estimation is that it will come down by about 80% over the course of three to five years. By the way, timeframes are actually anybody's guess. As you know, in AI, things are changi…”
1458 days left 2030-09-10
1463 days left 2030-09-15
Tech companies will employ more software engineers in five years, not fewer
“I think more. And the reason is that engineering is such an elastic role, right? Where if we could build a hundred times more software or say we make engineers 10 times more efficient, We would probably build a hundred times more software, right? And so far as…”
1466 days left 2030-09-18
1467 days left 2030-09-19
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1477 days left 2030-09-29
Ross: NVIDIA will retain 50%+ revenue share with 10% chip volume
“My prediction is that in five years, NVIDIA will still have over 50% of the revenue. However, they will have a minority of the chips sold. They might have, you know, minority share. They might have 51% of the revenue, and they might have 10% of the chips sold.”
1481 days left 2030-10-03
1481 days left 2030-10-03
1487 days left 2030-10-09
Mogelof: Managed accounts and custom target dates will drive private markets adoption
“I would say over the next three to five years, the off-the-shelf is going to take the longest time to get adoption to move, but in the meantime, you're going to see a lot of allocations through managed accounts and custom target date.”
1491 days left 2030-10-13
1491 days left 2030-10-13
Chamath: US will spend tens of trillions on recovery within a decade
“Whether you call it the Green New Deal on the left or the infrastructure bill on the right, we are going to spend in the next decade tens of trillions of dollars to try to dig ourselves out of this unemployment and GDP hole that has been exacerbated by the cor…”
1492 days left 2030-10-14
1492 days left 2030-10-14
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Varma: 401(k) alts will grow private assets to $25T-$30T in 4-5 years
“And I feel like if you look at private assets the market today is high teens, trillions, call it 18 trillion. You know, the executive order just came out in August to allow alternative assets into four or one case, which will make this a 25 to 30 trillion doll…”
1501 days left 2030-10-23
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Chamath predicts New York Times faces major libel lawsuit by 2030
“The one thing that I think is worth talking about the New York Times is I think they will in the next five years do something so egregious and over the line, akin to some sort of libel or some sort of statement that it turned out to be completely false. They w…”
1552 days left 2030-12-13
Calacanis: AI will eliminate millions of entry-level jobs within five years
“We will have massive job displacement. Destruction, whatever term you prefer in entry level jobs already happening in, you know, what I'll call chores like dishes and driving cars, entry level jobs. Those are going away and they're going to go away in the mill…”
1554 days left 2030-12-15
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1570 days left 2030-12-31
Carney: EV sales will exceed 50% in advanced economies by 2030
“Three, four years ago, about four percent of new auto sales were EVs. This year it's looking like it's going to be closer to 20% worldwide. That is, those are huge, huge numbers. And in most advanced economies, it's likely to be more one and two by the end of …”
1570 days left 2030-12-31
1570 days left 2030-12-31
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1570 days left 2030-12-31
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Koller: Insitro will deliver AI-discovered medicines to patients by 2030
“The hope is that by the end of the Of this decade, we will have built this process, we will have run through it a number of times, we will have delivered some medicines to patients in our first tranche of indications, but then we will have learned enough from …”
1570 days left 2030-12-31
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Palihapitiya: Nevada lithium deposit could supply 1.5M EVs by 2030
“There's a massive deposit of lithium in Nevada, Which would be enough to basically feed Tesla and another OEM, okay? So this would get probably somewhere between one and one and a half million cars, pure electric on the road by 2030.”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
Chamath: AI-generated code will eliminate human security vulnerabilities by 2028-2030
“But at some point, when most of the code is generated by the model, there'll be some point in the future, say, 28 or 29 or twenty-thirty, these security holes won't exist because the errors that humans make won't be made by these models.”
1570 days left 2030-12-31
Kratsios: US will return to Moon and deploy space reactor by 2028
“We're going to have American boots back on the moon in 28. We said we're going to have a nuclear reactor in space by 28. We're going to have the first elements of a moon base by twenty-thirty. These are like big, bold bets that take a decade to accomplish, and…”
1570 days left 2030-12-31
Berdichevsky predicts battery costs will reach $50/kWh by 2030
“And so you can plot that out and you can see the costs. If technology improves trending to kind of 50 bucks a kilowatt hour, which would have been unthinkable to people, you know just a few years ago. I mean, a hundred seemed like a real stretch for everybody.…”
1570 days left 2030-12-31
1570 days left 2030-12-31
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1570 days left 2030-12-31
Gerstner: China is expected to pass US nuclear power generation by 2030
“China's on track, on the other hand, to bring on more capacity capacity in the next 10 years than we've brought on in the last 40 years. They're expected to pass us in terms of total power generation from nuclear by 2030, or thereabouts.”
1570 days left 2030-12-31
1570 days left 2030-12-31
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1570 days left 2030-12-31
Link: AWS and advertising will reach 31% of Amazon's revenue by 2030
“AWS Growing 19, 20% with 33% margins. You have advertising growing up low double digits with 50% margins, and collectively those two businesses are, right now, they are about 24% of total revenue. That's gonna get to 31% by the end of this decade”
1570 days left 2030-12-31
Global software developers will reach one billion by 2030
“And I think AI is going to accelerate that massively. And, you know, one billion developers by 2030 or so is a little bit under 10% of the population, depending on where the world's population is going. That's actually a low number if you think about it, becau…”
1570 days left 2030-12-31
Gelsinger: Global chip production will reach 50/50 East-West balance by 2030
“By the end of the decade, so, you know, seven, eight years, I think we can get close to fifty-fifty by the end of the decade, and if we accomplish that, right, over a seven or eight year period, I think the world is going to sleep much better at night”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
Brown: US wealth management assets will reach about $60 trillion by 2030
“In 2030, that number is going to grow to about 60 trillion dollars, which isn't necessarily a very large growth rate, but still an enormous number, which means that the U.S. Wealth management market represents one of the largest collective pools of capital glo…”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
Chinese sodium-ion prices will undercut LFP by 2030, Mossberg predicts
“From the quotes and what we're hearing from the suppliers, not just cells, but also materials, we see a really low-risk pathway to the crossover point on price with LFP coming somewhere between twenty-twenty-eight and twenty-thirty out of China.”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
Loo: 80% of global fleet will still burn fossil fuels in 2030
“If you just look at the numbers and you look at how many vessels are on the water today which is 65,000, and how 80% of them are going to be still on fossil fuel by twenty-thirty, and probably about 30% in twenty-fifty, they need to decarbonize as well.”
1570 days left 2030-12-31
Kann: US solar installations will top 100 GW annually by 2030
“We'll do maybe 30 to 35 gigawatts of solar total this year, and according to the repeat project, we may hit almost 50 gigawatts by twenty-twenty-five or twenty-twenty-six. By the end of the decade, we'll be doing over a hundred gigawatts a year, potentially we…”
1570 days left 2030-12-31
1570 days left 2030-12-31
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Jenkins: IRA Will Cut U.S. Emissions by One Gigaton in 2030
“So our top line finding from the repeat project analysis of the bill is that it will cut annual U.S. Greenhouse gas emissions in 2030 by an additional one, roughly one billion metric tons below the current policy baseline. So an additional billion tons of emis…”
1570 days left 2030-12-31
Jenkins: IRA Will Drive $200B+ Investment Into Energy Communities by 2030
“Our estimates are that that provision and a few others sprinkled throughout the bill that will help drive investment into energy communities will support several hundred billion dollars, probably at least two hundred billion dollars of investment in energy com…”
1570 days left 2030-12-31
Jaffe: Lithium metal batteries will hit 150 GWh by 2030, mostly non-automotive
“I think that lithium metal batteries are gonna result, are gonna be about a 150 gigawatt hour market by the end of the decade, but they're gonna be in other things outside of cars, mostly.
They'll just start to be appearing in cars at the end of the decade.”
1570 days left 2030-12-31
Bataille: Green electricity will displace blue hydrogen for fertilizer past 2030
“Now, for ammonia, there may in the short run be an argument for using blue hydrogen to make, you know, to make ammonia for fertilizers, but in the long haul, like past 20, 30, really, You know, the cost of electrolyzers and the cost of solar, you would just ma…”
1570 days left 2030-12-31
Janous: Terrestrial data centers will remain the vast majority through 2030
“I just look at the pie of total data centers by 20 30 and pick your date in the future. I'm a big believer of terrestrial data centers are still going to be, like, the vast majority of the way we build data centers. Like, I just don't, I'm not sure how much it…”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
O'Donnell: Intermittent renewable power will economically eclipse fossil fuels globally by 2030
“By 20 30 in most of the industrialized world, the conditions that exist in the six European countries where we're developing projects now in Australia and the half dozen US states, those market conditions exist in most of the industrialized world that you can …”
1570 days left 2030-12-31
1570 days left 2030-12-31
Cotton: Global Battery Recycling Market Will Reach $25 Billion by 2030
“And if you look at the global lithium battery recycling market, it's already today roughly a five billion dollar industry, And we expect it to grow by about five-fold just in the coming few years to the end of the decade to nearly twenty-five billion dollars.”
1570 days left 2030-12-31
1570 days left 2030-12-31
1570 days left 2030-12-31
Sekine: Gigawatt-hour scale battery projects will likely become standard by 2030
“I think the fully formed ones are probably around gigawatt hour scale projects. We see a couple of examples of those today, but I think expecting them to be the norm of how company, like a lot of large scale projects might go forward. I imagine that's going to…”
1570 days left 2030-12-31
Green hydrogen will become cheaper than blue hydrogen by 2030
“If we scaled it up to potentially hundreds of gigawatts by the end of the decade and going further, we expect the cost of that equipment to decline by 50, 60, or 70% or so, which really drives cost reductions of Green or renewable hydrogen below the cost of pr…”
1570 days left 2030-12-31
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Mack: The first self-made teenage billionaire will emerge by 2030
“There will be, thanks to AI and the teaching collapse, I think, I've always said for a while, and I think AI's now accelerated this, is that you'll see the first teenage, first self-made teenage billionaire by the end, by 2030.
And I think that, that makes me …”
1570 days left 2030-12-31
1570 days left 2030-12-31
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Kumar: Kovai.co aims to reach $100M revenue by 2030
“I think one of the long term plan is whether we can create a hundred million dollar company by 2030 is what we are looking at. Multi products and then scale to that level. And I think we are hopeful we will be able to achieve that and all the focus and directi…”
1570 days left 2030-12-31
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Patel: Anthropic's $300B revenue target for 2030 is too low
“And when Anthropic says in their funding, like, hey, we're gonna have three hundred billion dollars of revenue by the end of the decade, and it's like, actually I think that number's too low. Because the economic value of what they're gonna create is gonna be …”
1570 days left 2030-12-31
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Kalra: Half of India's Population Will Be Middle Class by 2030
“One in three people today is either middle class or wealthier today. By 2030, that number is going to become one in two. A country with 1.5 billion means seven hundred and fifty million people will be middle class and able to afford the products that we're sel…”
1570 days left 2030-12-31
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1589 days left 2031-01-19
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Friedberg: Software market cap will be 4x to 10x higher in 5 years
“I think the value creation potential in front of us is so significant that I would say that you could probably take the sum of the market cap of all the software companies today and have a pretty good bet that everything will be four to 10 X higher five years …”
1618 days left 2031-02-17
Dragan: Direct brain-stimulated AR holograms will arrive within 10 years
“We're probably gonna have something in terms of augmented reality that would be probably directly brain-stimulated. So, instead of having holograms the way we're imagining them, Right now, like, you have a device in front of you, and Princess Leia appears, and…”
1620 days left 2031-02-19
O'Driscoll: SaaS companies ignoring AI will see multiples fall to 4x-5x
“If you don't get on top of this soon, That 10 X revenues is going to go on a five and four and where the other seven percent growth was are. Fast forward five years, there's really only one or two stories. They get on top of this, they get a third market share…”
1622 days left 2031-02-21
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Chintala: Home robotics is five to seven years away from commercialization
“Home robotics being, like, five to seven years away into commercialization. I think, like, It's not, like, next year or two years from now, but, like, five to seven years from now, I think, like, a lot more robotics companies might pop out.”
1638 days left 2031-03-09
1638 days left 2031-03-09
1647 days left 2031-03-18
Baird predicts women's soccer will reach media parity within 10 years
“I do, and I know that's kind of a bold, brave statement to say when we're only four percent of the coverage today, and we're certainly not anywhere near the massive audience or revenues that some of our men's leagues have, but I think we and other women's spor…”
1649 days left 2031-03-20
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Warner predicts AI will push recent college graduate unemployment to 30%
“We're at about nine percent recent college graduate unemployment. I think that number will actually go to 30%, and the economic disruption that will have not only on those young people that don't get jobs, but their parents who help finance their college educa…”
1657 days left 2031-03-28
Raanan: Within five years, a startup will make Wiz's growth look slow
“I'm, Confident that five years from now, I, I'll be able to show you, I'll be able to demonstrate another team that, you know, showing that actually wheeze was a slog and they can move much faster and they've done whatever it is.”
1663 days left 2031-04-03
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Feldmann: Durin aims to build thousands of automated drill rigs by 2031
“We are we're teaching SpaceXers how to drill and drillers how to participate in a high functional, high functioning engineering organization. And so I think you gotta do both. If you're trying to build a large organization and manufacture thousands of these ri…”
1694 days left 2031-05-04
1694 days left 2031-05-04
Tobi Lütke: Context engineering will become a standard corporate role
“There's something about this context engineering, which I had a hand in popularizing term of I think that will become more recognizably a, like a role in companies that will potentially subsume a bunch of other more specialized roles right now.”
1695 days left 2031-05-05
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OpenAI or Anthropic Will Exceed $10 Trillion Valuation Within Five Years
“I could definitely see one of them being a 10 trillion dollar company maybe even significantly higher. It feels Like the opportunity associated with being the frontier model is so large that it will just like eat up so much of the other demand within the econo…”
1722 days left 2031-06-01
Foody: NVIDIA will lose its monopoly in five years but remain most valuable
“And so I would guess that in five years, it doesn't feel like Nvidia has quite the same monopoly, but that's okay, because even if they only have 30 or 40% market share in the largest market in the world by far, that is the world's most valuable company.”
1725 days left 2031-06-04
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Gerstner: SpaceX, Anthropic, OpenAI will add $1T revenue in 4-5 years
“The forecast now that we're going to add another trillion of revenue in just three companies, SpaceX, Anthropic, and OpenAI, over the next four to five years, ok? Like, not seven companies, three companies, and in half the time, right?”
1732 days left 2031-06-11
1734 days left 2031-06-13
Grinberg: Engineers won't manually write documentation or release notes in five years
“Five years from now, it's going to be like, oh my God, I cannot imagine, cannot believe that these people that get paid so much money spent hours of their time doing this. I think that's something that, you know, we definitely won't do.”
1739 days left 2031-06-18
O'Driscoll: AI frontier market will consolidate into 2-3 US players
“Fast forward five years, you know, unless the U.S. Is ludicrously obnoxious in its sovereignty acts, it should be a small oligopoly like Cloud of two to three players in the U.S. With some kind of affiliations in Europe, and that is the likely structure of the…”
1746 days left 2031-06-25
Friedberg: Desktop 'vaccine printers' will download code to print local vaccines
“Well, we are going to enter a stage here in the next decade where we will have vaccine printers around the world. There are going to be small bioreactors. You're going to be able to effectively ship code to them. They're going to print vaccines.”
1746 days left 2031-06-25
Prince predicts bot traffic will be 1,000x human traffic within five years
“I think that if you extrapolate this out, you know, in five years, I think you'll see a thousand times more bot traffic than human traffic. And if I had to take kind of an over under bet on that, I'd take the over bet that it's just going to, it's growing at s…”
1746 days left 2031-06-25
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Levie: Governments will evaluate and green-light AI model releases within 3-5 years
“I think practically in the next three to five years, we probably have to end up in an environment where models do get evaluated by the government. There is a sort of collaborative approach between the government and research and the labs. You know, the governm…”
1755 days left 2031-07-04
1760 days left 2031-07-09
O'Driscoll: AI Will Not Replace 50% of White-Collar Jobs in 5 Years
“I mean, look, in five years' time, if Dario is correct, and 50% of white-collar jobs have been replaced by AI, which I don't believe for a second, Then you damn right. There's going to be political. Political controversy. And if you think five percent is going…”
1762 days left 2031-07-11
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Casdin: Drug development success rates will rise and costs will fall
“Our industry over the next 10 years, and I can say that comfortably, drugs are going to be higher chance of approval, higher chance of efficacy. Probability of success is going to go up continually, and cost of that success is going to come down.”
1767 days left 2031-07-16
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Hade: C&I battery storage will be fastest-growing storage sector by rate
“I think, you know, for reasons we'll talk about, there are some compelling reasons to believe that CNI over the next three to five years is going to be the fastest growing sector of the market.
[1717] Shayle Kann: Ooh, that's an ambitious, well, I guess from a…”
1781 days left 2031-07-30
Hade: C&I battery installation costs will halve to $100/kWh in five years
“And then on the installation cost side of things, it's a little bit more difficult to predict, but I think we're probably looking at like having that over the next five years. So going from 200 dollars a kilowatt hour to a hundred dollars a kilowatt hour.”
1789 days left 2031-08-07
1795 days left 2031-08-13
Mid-market GP stakes will roll into perpetual vehicles within a decade
“I think we're going to get to some .810 years down the road where these mid-market
Funds are still holding quite a few high quality assets, and they might be rolled into some sort of special purpose or perpetual life vehicle where LPs then get the option to ei…”
1796 days left 2031-08-14
1800 days left 2031-08-18
1802 days left 2031-08-20
Lemkin: >51% chance OpenRouter drives 20-30% of Stripe's revenue in 5 years
“I think it'll be like the scale acquisition. It will be the start of something that gets bigger, whether this brand exists or whether even this product exists five years. I don't even think this product will exist in five years, but I think it will be, I think…”
1812 days left 2031-08-30
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1829 days left 2031-09-16
Salur: 10-minute grocery delivery will exist wherever pizza delivery exists by 2031
“But in the long run, let me tell you this, Harry. The long run, if there's pizza delivery in any small town, there'll be a service like Getir, whether Getir will be there or something similar, will be there. Next five to 10 years, everywhere there's pizza deli…”
1829 days left 2031-09-16
1829 days left 2031-09-16
Salur: At least 10 quick-commerce companies will succeed globally by 2031
“I think there'll be at least three players in the more prominent markets. Smaller market, it can be one or two players, still at least two. And in the world total, there'll be at least 10 successful players. 10 years later, because no two companies can do the …”
1831 days left 2031-09-18
1840 days left 2031-09-27
Amazon and Alibaba will lose top e-commerce positions within 10 years
“I think in 10 years from now, Amazon and Alibaba will not be the biggest e-commerce companies anymore. They will get disrupted by other companies, younger companies, more creative, more agile companies, and I think people will look back at Amazon and Alibaba l…”
1857 days left 2031-10-14
Corlett: TDM will compound $1.5B into $15B over next 10 years
“We're now at 1.5, and we think we can keep compounding at the same rate for another 10 years. And over that time, the 1.5 turns into fifteen billion and still be able to invest Exactly the same way we've been investing the past 16 years.”
1857 days left 2031-10-14
1887 days left 2031-11-13
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Space-based data centers will represent a majority of deployed megawatts within six years
“If Taiwan Simi opens up at the same time when, you know, data centers in space relieve all power constraints, but that's like, I don't know, five, six years away that data centers in space are a majority of deployed megawatts.”
1927 days left 2031-12-23
Calacanis predicts DAOs will handle $4 billion capital formations within ten years
“I say DAOs because I believe that they will become legal and global capital formation for the first time on an instant basis will exist, and I believe forty million is the dry run for the Constitution, four hundred million and four billion will happen in the n…”
1933 days left 2031-12-29
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1935 days left 2031-12-31
The private capital secondary market will reach $1 trillion by 2031
“I'm on the record for saying that the secondary market is going to get to a trillion dollars by 2031. Whenever I say that, the first reaction is, you're crazy. And I've heard that a few times, I guess, in my career. But I have a deep conviction around this pre…”
1935 days left 2031-12-31
1935 days left 2031-12-31
1946 days left 2032-01-11
1959 days left 2032-01-24
Grinda: Psychedelics will follow cannabis path to legalization in 2020s
“We went from something that was criminalized to then being medicalized, to then decriminalized, to then legalized, and that led to the creation of countless of companies in the category. I think the same thing is going to happen with psilocybin, with ketamine,…”
1993 days left 2032-02-27
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1994 days left 2032-02-28
1994 days left 2032-02-28
Papic: China will remain dependent on semiconductor imports for the next decade
“China's trying its best to get to those sophisticated levels below five nanometer chip level, which it can't. And I think it's going to take a long time for them to do that. Much longer than people think. There's no Moore's law in getting to that level. And so…”
1999 days left 2032-03-04
2006 days left 2032-03-11
Raanan: An Israeli cybersecurity startup will reach a $50B valuation by 2032
“I'm pretty sure that in, in, in six years, maybe less, we'll see a fifty billion dollar and a hundred billion dollar cyber security company out of Israel. You know. I take it like take it like a fact, like, you know, the sun was, would rise tomorrow. You know,…”
2018 days left 2032-03-23
2022 days left 2032-03-27
Norris: AI data centers could drive 44% of US electricity load growth
“Yeah, I think what really opened our eyes were some of these forecasts suggesting that AI specialized data centers are going to be likely the single largest driver of U.S. Electricity load growth for the next five to seven years, with some numbers suggesting a…”
2023 days left 2032-03-28
2031 days left 2032-04-05
Balaji Srinivasan: Web3 services rivaling US tech giants will emerge in India
“I think you're going to see a whole parallel set of services arise that are the peers of the American tech companies, but in web three in India over the next 10 years, I think it's going to be one of the least anticipated things that's going to happen”
2051 days left 2032-04-25
Evans: Linear TV ad slots will disappear within 10 years
“Half of the ad, global ad industry is still on TV. And that's not going to be there in 10 years' time, or it won't be quote unquote TV. I mean, this is this whole, what is TV? You know, is Disney, you know, if you watch it on your smartphone, if you watch YouT…”
2053 days left 2032-04-27
2068 days left 2032-05-12
2072 days left 2032-05-16
2072 days left 2032-05-16
Evans: Mass consumer blockchain adoption is 5 to 10 years away
“And, you know, if one looks at, you know web three, it's sort of realistic to say, you know, what point are we going to see hundreds of millions of people using a consumer, mass market consumer app that's built on a blockchain? Well, not next year. And sort of…”
2072 days left 2032-05-16
Evans: Billions using smart glasses as primary computing is a decade away
“And the same thing for quote-unquote metaverse, which is, you know, what point do we think we might have billions of people wearing something that looked like a pair of glasses as their main or only computing experience? And is that, that, and that's a sort of…”
2072 days left 2032-05-16
Top-tier venture managers will deliver the best returns over 10-20 years
“The skill That exists and the innovation that exists, whether it's in Silicon Valley or whether it's in New York and other technology hubs, will continue to make investing in top tier venture managers the most attractive returned over, not necessarily the next…”
2078 days left 2032-05-22
O'Driscoll: Four or more venture exits will top $65B in 5-7 years
“If there's not four exits, Above sixty five billion in the next five or seven years, then the people who bought Stripe, SpaceX, Databricks, OpenAI and Antropic are screwed. So I don't think they're screwed. So I think there's going to be, this trend is going t…”
2087 days left 2032-05-31
2095 days left 2032-06-08
2098 days left 2032-06-11
Fox: SpaceX Launch Cadence Will Reach Thousands of Flights
“So look, I think expectations for now, you know, we're going from, You know, call it a 160, 165 launches last year, up into the high hundreds of launches in the next several years. And, you know, getting into the thousands of launches probably in the next thre…”
2103 days left 2032-06-16
2108 days left 2032-06-21
2138 days left 2032-07-21
Jaffe: Lithium prices will fall but remain elevated for a decade
“I do expect lithium pricing will decline. It's not going to stay in the stratosphere where it is now. And I think that it's going to Return. It, the, I think expensive lithium is going to be sticky. It's going to be with us for the next decade. In terms of whe…”
2138 days left 2032-07-21
2142 days left 2032-07-25
2153 days left 2032-08-05
Jenkins: IRA will redirect EV supply chain capital to North America
“What this bill is going to do is make sure a vast majority of that investment is going to go into the United States, North America, and other free trade agreement countries. And so I think we're going to see a big reorientation of the supply chain”
2153 days left 2032-08-05
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2178 days left 2032-08-30
Rosenstein: Bitcoin and Ethereum will adopt quantum-resistant cryptography within a decade
“Bitcoin and Ethereum. I'm betting on it as things that are here to stay, you know, that's not investment advice, but you know, these blockchains are going to get to be quantum resistant. There might have to be some changes in the next decade of the algorithms …”
2180 days left 2032-09-01
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2205 days left 2032-09-26
Brown: Up to $10T will shift from wealth to alts next decade
“So really what we're seeing here is not only a growing wealth market overall, growing allocations to alternative investments, say from three to five percent, 10%, or 15%, which is causing really a massive reallocation of capital from traditional assets to alte…”
2208 days left 2032-09-29
2211 days left 2032-10-02
O'Driscoll: OpenAI must hit $200B-$300B revenue or AI market faces severe crash
“One of two things is going to happen in the next five or seven years, right? Either A, you know, you are going to see pretty profound productivity changes. You're going to see companies like OpenAI literally being two to three hundred billion dollars in revenu…”
2229 days left 2032-10-20
Eremenko: Commercial hydrogen flights will operate globally before 2032
“Long before a decade from now, guy, you will be able to fly on hydrogen with a major regional airline, both in the U S or in Europe or in other parts of the world. For a ticket price that will be equivalent or lower, with the comfort knowing that the airplane …”
2231 days left 2032-10-22
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2301 days left 2032-12-31
Friedberg: Social Security and state defaults will force bailouts by 2032
“Then the next big thing is going to happen around 2030 to 20 32. And that's really where social security doesn't have any money to pay anymore. And I think during that era is also when a lot of the states are going to become bankrupt. We're not going to be abl…”
2301 days left 2032-12-31
First advanced nuclear reactor will supply US grid power by 2032
“I'm pretty bad at making predictions, but I would be surprised if by 20 32 we haven't seen Real new advanced reactor electrons on the grid. There may not be many, and it'll probably be just one reactor but it'll shortly thereafter be followed by, you know, a s…”
2301 days left 2032-12-31
Garabedian: Electric Hydrogen will beat fossil hydrogen costs by early 2030s
“Now, if you take our technology roadmap a little further out, and you think about scale and also improvements we have in our, coming in our technology, along with what we expect to see in terms of continued cost reduction in wind and solar, we think we can get…”
2301 days left 2032-12-31
2301 days left 2032-12-31
Naam: IRA spending will reach trillions due to uncapped subsidies
“It's not four and fifty billion dollars of federal spending a year. It's like trillions. Because the IRA is not a pool of money. It's a per unit subsidy. And forecasters always do what? On unit forecasts, they always underestimate it, right? So the actual size…”
2301 days left 2032-12-31
Smith: NextEra yieldco will see a profit windfall by the 2030s
“XPLR, tickers XIFR, formerly Nextera Yulco, which is an interesting, interesting set of assets. They have a windfall coming in the latter part of the decade, in early 20 thirties, Ceteris Peribus, because they mark their PPAs to market at much higher values wi…”
2301 days left 2032-12-31
India Will Produce 5x More $100M Software Companies by 2032
“So I think India can get 200 companies at a hundred million by 2030. Why not? Definitely India can get to that. So typically 15 in this decade, in the next decade, I would say 2030, 2032, give and take plus two years here. We can produce five X of what we prod…”
2301 days left 2032-12-31
2307 days left 2033-01-06
2327 days left 2033-01-26
Sachs: Classic behind-the-meter demand response will dominate DERs for 5-10 years
“I think if you looked forward five, 10 years, you might start to see that, that split start to break down, although kind of going back to what I said before, I think until we really work out this injection piece, that, that demand response, classic demand resp…”
2327 days left 2033-01-26
2339 days left 2033-02-07
2354 days left 2033-02-22
Boyle: Inflation Reduction Act incentives guarantee renewable cost advantages through 2033
“You know, I don't know where things are gonna go, but I think the fact that the Inflation Reduction Act incentives are durable for the next 10 years mean that the trend we've observed is, is not going anywhere fast.”
2361 days left 2033-03-01
2368 days left 2033-03-08
Younis: Autonomy will be standard and near-free within seven years
“It will not be a long time. You're already seeing this happen in China where the downward pricing pressure for that autonomous product for the lack of better word will become close to free. So now you fast forward five to seven years and every car Has some lev…”
2379 days left 2033-03-19
2380 days left 2033-03-20
Ackman: Universal Music Group is the best 10-year long holding
“Well, I would say of the businesses we own, I would say in an uncertain world, you got to own universal music company, universal music group. Because the one thing I'm confident about is more people will have music subscriptions or be streaming music from what…”
2395 days left 2033-04-04
Ankur Jain: Commercial Moon mining and transport will occur in 5-10 years
“Now what we're doing with Moon Express is saying, how do you create the last mile solution to get, you know, whether it's satellites positioned or whether it's, you know, going to the moon and actually mining the moon for, you know, helium three or platinum an…”
2399 days left 2033-04-08
2401 days left 2033-04-10
Boland: Europe will spend €2-3 trillion on defense within 8 years
“And there's probably, what, two to three trillion can be spent over the next five to eight years in Europe, in defense, actually, and all layers, not just final product, but like components, and there's lots of layers here, I think.”
2403 days left 2033-04-12
Morris: Edge assets will reach 30-50% of grid capacity within 10 years
“And if you look at all of those assets, so all of these small scale assets, Those are really going to be the future of how we balance the grid in the next 10 years. They're going to account for anywhere between, like, 30 and 50% of total system capacity.”
2408 days left 2033-04-17
2408 days left 2033-04-17
Giannini: Private Wealth Will Grow for 10 Years but Favor Scaled GPs
“That will continue to be a growing part of the market. It will have hiccups. We saw the ones at the end of last year on some of the name products, and so I think people need to be careful in terms of how they're selling into that market, the investor base that…”
2412 days left 2033-04-21
2412 days left 2033-04-21
Baker: Starship will replace transoceanic air cargo within ten years
“Yeah, there will be no more Trans-Pacific or Trans-Atlantic cargo flights. I think in five, six, seven, eight, 10 years, you're gonna need a big Starship fleet to accomplish that. But I think the Trans-Atlantic and Trans-Pacific aerospace cargo routes go away.”
2419 days left 2033-04-28
2430 days left 2033-05-09
Paik: Multi-billion dollar bloated VC funds will unwind over a decade
“I don't think all, I almost, like, definitionally, I don't think all of them make it. I think we're gonna see over the next, here's the thing, like, it's gonna take a long time, it's gonna take a decade plus for this stuff to unwind, but they're gonna get lost…”
2435 days left 2033-05-14
Kamath: Humanity will abandon fossil fuels within 10 years
“Like, if you look at these guys, Bill Gates, like I was mentioning and all that, I think, five, 10 years from now, I don't think we'll be thinking how we're thinking right now. I don't think we'll be going to fossil for energy. 10 years from now, for sure.”
2444 days left 2033-05-23
2444 days left 2033-05-23
2444 days left 2033-05-23
2450 days left 2033-05-29
Besvinick: Venture capital will bifurcate into small thematic funds and behemoths
“What you're ultimately going to see is a very distinct bifurcation of relatively smaller vertical oriented, thematic oriented funds, and then behemoths. And if you're just in the middle, it's very tough to stand out.”
2455 days left 2033-06-03
2462 days left 2033-06-10
Chamath: Zip-code-localized AI call center agents will arrive in 5-10 years
“But in the next, you know, five or 10 years, you'll have this flawless unaccented English or even more eerily, perfectly accented English for the zip code of the person that's calling in so that it sounds like they're talking to somebody that's literally their…”
2465 days left 2033-06-13
Khosrowshahi: Autonomous vehicles will take 10 years to become material in transportation
“My instinct is that you will see small scale continued experiments kind of get bigger over the next five years, but it's going to take a good 10 years for it to be a material part of our network or transportation at large. But that's a guess.”
2471 days left 2033-06-19
2474 days left 2033-06-22
2481 days left 2033-06-29
2482 days left 2033-06-30
Douwe Kiela: AI will displace the majority human workforce within 5-10 years
“If you look at how OpenAI and Anthropic and these places define AGI, it's as systems achieving capabilities that allow them to effectively do the work of humans for the majority of economically valuable human tasks. Then we're not that far away from it. And so…”
2483 days left 2033-07-01
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2502 days left 2033-07-20
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2503 days left 2033-07-21
Mehta: Electric scooters will decimate India's commuter motorcycle market within 10 years
“So my belief for the last several years has been electric scooters will decimate the
Commuter entry motorcycle market in India over the next 10 years.
What will be left as motorcycles is the premium and the high performance category, one 8200 cc and beyond, wh…”
2509 days left 2033-07-27
2523 days left 2033-08-10
Vijendran: Commercial space solar will take at least a decade with moonshot funding
“We're talking about a decade. Probably at the minimum, if there's a real push to make this happen, a moonshot like approach, putting a substantial amount of funding over that amount of time to do the R and D as well as the demos that you have to do along the w…”
2549 days left 2033-09-05
Puri: One-third of US Christian congregations will likely close by 2033
“Of the three, 350,000 Christian congregations in the United States, one-third are, like, vulnerable on the brink of collapse, basically. Like, one-third are, like, in the red zone, and over the next 10 years will likely close.”
2550 days left 2033-09-06
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Rabois: Structural inflation will keep interest rates high for a decade
“They're not going much down. I mean, I think we have sustained inflation for structural reasons for a decade. Yeah. Plus or minus, they might be slightly alleviated, but there's a lot of very strong reasons why this zero interest rate or low interest rate envi…”
2666 days left 2033-12-31
2666 days left 2033-12-31
2666 days left 2033-12-31
2666 days left 2033-12-31
Lubbershane: Utilities will demand gigawatts of multi-day storage by the early 2030s
“Utilities are starting to see that, yes, it's very difficult to get, you know, a gigawatt of multi-day storage today, but in a few years, and certainly by the early twenty-thirties, they're going to want gigawatts of multi-day storage as a compliment to their …”
2674 days left 2034-01-08
Samani: Every smartphone will have a built-in private key within ten years
“I want everyone in the world to have a private key built into their phone that is secure and that they can use for arbitrary financial movements, whether those are payments or investments and that they can do so across any application. And I have a high degree…”
2681 days left 2034-01-15
2689 days left 2034-01-23
2702 days left 2034-02-05
2709 days left 2034-02-12
2731 days left 2034-03-06
2740 days left 2034-03-15
Tyler Scriven predicts US e-commerce will triple over the next decade
“I mean, the e-commerce, e-commerce in the U.S. Will triple most likely over the next decade in the U.S.
You know, it's taken us 24 years, you know, to get to where we are today.
And we're going to you know, two and a half, three X at
You know over the next 10…”
2747 days left 2034-03-22
Chamath: DOJ Apple lawsuit will take 10 years or be dropped
“There's a, at least a 50% chance that the administration is going to turn over, which means that this lawsuit changes or goes away entirely. And then even if it does kind of proceed, it's going to take 10 years of very detailed arguments for something to happe…”
2750 days left 2034-03-25
Clark: Tech venture exit sizes will increase over next 10-15 years
“Ultimately the markets that they're playing in, and the share of the economic pie that technology is going to capture, in our view, is only going to increase. And so that gives us confidence that whatever the multiples are at the time of exit, the directionall…”
2752 days left 2034-03-27
Pompliano: Bitcoin will protect corporate purchasing power better than cash over 10-20 years
“I think it is riskier for a company to sit with five hundred million dollars in US dollar cash on their balance sheet than five hundred million dollars worth of Bitcoin. And the reason being that or maybe the one clarifier is if you have a long-term oriented p…”
2753 days left 2034-03-28
Virtual AI representatives will not replace human salespeople within ten years
“So I don't think they're going to go away. I mean, people are like, oh, can a virtual rep call you and sell you something? It's like, I'm not going to pick up the phone for what the next 10 years, but certainly make their work much more efficient.”
2766 days left 2034-04-10
2782 days left 2034-04-26
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Alex Wang: AI foundation models will cost $100B+ to train within 10 years
“I think in 10 years time, maybe they'll cost tens or hundreds of billions. And so there's just not very many entities that have that much discretion and capital to invest into these AI models. So naturally what will happen over time is AI effort, the foundatio…”
2830 days left 2034-06-13
2834 days left 2034-06-17
Danny Rimer: Staying at Index in ten years indicates a failed transition
“I shouldn't be there in 10 years. If I'm still there, I'm doing something wrong, or they, or they're doing something wrong. So I'd like to see that the baton has been passed, and that the folks are taking Index to Higher and higher territory, but maintaining w…”
2840 days left 2034-06-23
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Cahn: ChatGPT Is Now a $3.4 Billion Revenue Business
“Definitely OpenAI. I mean, OpenAI has a brand, it has consumer distribution, it has product market fit with ChatGBT, which is a 3.4 billion dollar revenue business now. I think ChatGBT will definitely be around. Yeah, I think a bunch of the others will too for…”
2885 days left 2034-08-07
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Friedberg: Mobile handsets will no longer exist in ten years
“I don't think that mobile handsets are going to be around in 10 years. I don't think we're going to have this, like, phone in our pocket that we're like, Pressing buttons on and touching and telling it where on the browser to go to the browser interface is goi…”
2940 days left 2034-10-01
2943 days left 2034-10-04
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Hamid: AI agents will replace human customer support within 10 years
“I think we will hopefully never talk to a customer support agent ever again. Like someone you call for the airlines, like, you know, help me my flight, I need to upgrade it, or I need to change my seat, or can you cancel it because I can't go? You know, the ba…”
2960 days left 2034-10-21
2977 days left 2034-11-07
Huang: AI compute will follow hyper Moore's Law over the next decade
“Over the next 10 years our hope is that we could double or triple performance every year at scale. Not at chip. At scale. And to be able to, therefore, drive the cost down by a factor of two or three, drive the energy down by a factor of two, three every singl…”
2983 days left 2034-11-13
Villig: Bolt will reinvest cashflow into expansion for next decade
“So our priority for sure is still growth. A hundred percent. So there's no intention for us anytime soon to become a profitable company that would be paying dividends or anything like that. Absolutely the focus is growth. However we have a set of markets where…”
2984 days left 2034-11-14
2999 days left 2034-11-29
Guy Podjarny: Manual coding will become an edge case within 10 years
“And so I think the coding piece of software developers' work will diminish substantially. I think in 10 years' time, coding would be, ah, ah, very much alive and well, but it would be the edge case. It would be the thing that you do because, you know, like, it…”
3007 days left 2034-12-07
3031 days left 2034-12-31
3031 days left 2034-12-31
Lubershain: New nuclear power will not scale in US until 2035+
“I don't think we're gonna see, we might see a little bit, you know, in the 2030, early 20 thirties time frame, but I think for the most part we're talking 2035 and beyond when we, when we'd actually have new nuclear power at scale coming online.”
3031 days left 2034-12-31
3031 days left 2034-12-31
3032 days left 2035-01-01
3032 days left 2035-01-01
3032 days left 2035-01-01
Kra: Commercial grid fusion will not arrive before 2035 to 2040
“In twenty-thirty-five and twenty-forty, we're probably going to see some there in that range. We might see a first commercial reactor producing electrons onto the grid, but I think before that, it's all going to be, if we do well, it's going to be pilots and d…”
3034 days left 2035-01-03
3044 days left 2035-01-13
3051 days left 2035-01-20
Kanji: I plan to hand over Hoxton Ventures leadership within a decade
“I would love for us to have built a partnership, and I'm thinking actively about this, and I can hand the reins over where I'm just one of a few, and someone else is running the firm. If I can do that successfully over the next decade, I know I have a durable …”
3054 days left 2035-01-23
Clerico: Firefighting drones will perform rapid wildfire attacks within a decade
“So in my opinion, I think over the next five to 10 years, we will see exactly what you're talking about drones to do rapid initial attack. So you see you know, you get an ignition that's detected from a camera or satellite. And drones are pre-positioned can ge…”
3055 days left 2035-01-24
Manickam: Global semiconductor market will double to $1T in ten years
“The semiconductor market is supposed to double, right? It's about half a trillion right now, right? 506 hundred billion dollars is a semiconductor market. It's supposed to double. Right. It took about 40 years. So, you know, to get to this level in the next 10…”
3067 days left 2035-02-05
Bonatsos predicts edtech will complement rather than replace traditional schools
“I don't. I think it's gonna complement the school experience and life, but I have a hard time saying totally replacing schools because, you know, a lot of the schools are owned by states, by and funded by the government, and it's gonna be a massive, you know, …”
3072 days left 2035-02-10
3074 days left 2035-02-12
Management software market will consolidate to two or three players
“I do believe that management software will follow the same trends. Today, there are plenty of factors. But in the future, such technology will be so will be a commodity, like so much mature that there will be one, two, or three players that will have the world…”
3076 days left 2035-02-14
3077 days left 2035-02-15
3080 days left 2035-02-18
3082 days left 2035-02-20
Quantum and optical computing remain 10 to 15 years away from production
“We think that because that's primary research, that, that's a good, ah, 10 to 15 years out, whereas what we looked to do was to take, ah, pre, ah, technology we could manufacture, maybe difficult, but all achievable, so we weren't trying to invent any new law …”
3093 days left 2035-03-03
Diamond: In 5 to 10 years everyone will own in-home VR
“Just like you have a video game console, you have a at home entertainment console, everyone's going to have a VR in their homes, a VR headset. But I think we're a ways away from that. You know, I think we're like five or 10 years away from that, lowering that …”
3094 days left 2035-03-04
Besenval: Pure ceramic solid-state battery tech will take 10 years to scale
“Probably more than several is the thing. We're talking about millions and millions of EVs as soon as twenty-thirty, right? So really we need a solution in kind of the next five years. So yeah, there are companies that have solutions that are going to be fantas…”
3094 days left 2035-03-04
Medina: Europe will see 130 million electric vehicles sold within ten years
“And with a hundred and thirty million electric vehicles being sold in Europe alone in the next 10 years, that's a hundred and thirty million potential batteries that could be used to reinforce a power grid, substitute fossil fuel power plants, And allow more r…”
3095 days left 2035-03-05
3102 days left 2035-03-12
Östberg: Amazon stock gains will come solely from business growth, not multiple expansion
“I'm still a big fan of Amazon, but of course the valuation of those companies have gone up a lot. So you cannot count on margin expansion or multiple expansion. Sorry. So, so the growth in those stocks will only be, or the value growth in those stocks would ba…”
3103 days left 2035-03-13
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3135 days left 2035-04-14
Gave: Emerging Markets and Listed Equities Are the 10-Year Trade as Capital Flows In
“Today, if you're a young aspiring money manager, you should be launching an equity fund, you should be launching an EM fund, and even if you're doing it with very little money, that's the trade for the next 10 years. That's where the capital is going to go, be…”
3142 days left 2035-04-21
3163 days left 2035-05-12
3170 days left 2035-05-19
Mogelof: Wealth Allocations to Alternatives Will Exceed 10% to 15%
“Based upon our conversations with wealth platforms and advisors, we think that two to three percent should ultimately be 10, 15 plus percent. And if you were to do the numbers, that just means that there's literally trillions of dollars of money that's in moti…”
3174 days left 2035-05-23
3176 days left 2035-05-25
Sen. Johnson projects U.S. national debt will reach $62 to $63 trillion
“The CBO projection right now that is adding another 22 trillion dollars to our debt, it certainly would add at least that. I would argue probably add another three or four trillion dollars, so it's not gonna be 59 trillion, it's gonna be more like 62, 63 trill…”
3177 days left 2035-05-26
Airwallex aims to be bigger than Citi or HSBC by 2035
“I hope we have built no, the, one of the largest global payments and banking platform to power more than businesses around the world. I hope we have built a bigger business than city or HSBC because you know, when we succeeded doing that millions of businesses…”
3182 days left 2035-05-31
3192 days left 2035-06-10
3192 days left 2035-06-10
3198 days left 2035-06-16
McKeon: Digital wallets will become as ubiquitous as email addresses
“I don't know if it's five years or nine years or 13 years, but I do know that our north star at the fund is that everybody is going to have a digital wallet. They are going to be as ubiquitous as email addresses. It's gonna be the way you receive your paycheck…”
3202 days left 2035-06-20
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3212 days left 2035-06-30
3212 days left 2035-06-30
Freise: KKR aims to increase retail investor base to 50%
“We have six hundred seventy billion under management now. This number will go up massively, but what I want to see, I think historically the kind of individual retail type, broad based investor base is roughly 20%, maybe 30%. I want to see that to go to 50%.”
3212 days left 2035-06-30
Kugelmass: Advanced chemistry nuclear reactors will not deploy until mid-2030s
“The ones that are most realistic, even by their own admission, by the way, to be built in the next five to 10 years, are the ones that use the traditional proven reactor technology and don't introduce some sort of physics chemistry or material science innovati…”
3215 days left 2035-07-03
Andreessen: General-purpose robotics will scale massively over the next decade
“These human robots, like the general purpose robotics thing is going to happen, and it's going to happen in the next decade, and it's going to happen at giant scale, and I think there's a plausible argument, which Elon also believes, that robotics is going to …”
3220 days left 2035-07-08
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3245 days left 2035-08-02
3247 days left 2035-08-04
$100B Venture IPOs Will Remain Rare Generational Outcomes Through 2035
“So, so my guess is that a hundred billion dollar IPO over the next 10 years is still going to be a generational outcome. And so the question I throw back is, you know, do you think there's going to be 10, 20 A hundred billion dollar plus IPOs. I do not think s…”
3250 days left 2035-08-07
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Bendov: Gong will need more engineers in 10 years despite AI productivity tools
“Well, because the business would outgrow, right? So yeah, they're using AI, like everybody, like vibe coding. Okay. That says like, you know, today, like maybe like 10, 15% productivity improvement, but the business is growing at a much faster pace. So I would…”
3289 days left 2035-09-15
AI models will still require human training data in ten years
“I very much believe so, and the reason is that the question comes down to when we'll have super intelligence. Once we have super intelligence and models are better than humans at everything, then, of course, that means that humans won't be able to contribute t…”
3290 days left 2035-09-16
3291 days left 2035-09-17
Financial firms will own large autonomous vehicle fleets within ten years
“10 years down the line, you know, there are these things called REITs, real estate investment trucks. You're going to have fleets. You're going to have financial owners that own big fleets of cars that are on our network, maybe on other networks.”
3293 days left 2035-09-19
3296 days left 2035-09-22
Taneja: Stripe will become a $1 trillion company in 10 years
“I think Stripe's gonna be a trillion dollar company. He's gotta give it 10 years, you know, so I'm, we're, it's a compounding business that, you know, Patrick and John always say infrastructure is hard, but it also compounds, and they're sort of steadily just …”
3304 days left 2035-09-30
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Wood: Global real GDP growth will accelerate to 7% within a decade
“We believe that the productivity uplift here is going to be so strong during the next five to 10 years. And I think president Trump's tax package is going to turbocharge this, that real GDP growth will accelerate from that three percent where it has been for t…”
3320 days left 2035-10-16
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Zuckerberg: Specialized virtual cell models will merge into a biological Omni model
“I would imagine you're taking these different types of virtual cell models and eventually merging them into the equivalent of like a biological Omni model, kind of like how on the language model side, you had people that did language and then, you know, people…”
3346 days left 2035-11-11
3360 days left 2035-11-25
3366 days left 2035-12-01
Siddharth: AI data market will consolidate into a few main winners
“I think there'll be a few winners. I think there'll be a few winners. A few because I do think for the labs, it helps them to have a few partners for resiliency. And I imagine also for price competitiveness. I think there'll be a few winners.”
3366 days left 2035-12-01
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80% of AI inference compute will move to the edge by 2035
“So I would say that we could be getting 80% of our compute done locally and leaving 20% of the heavy lifting or the more esoteric, the more corner case compute for the data center cloud. That is, of course, excluding the training. The training will Continue to…”
3396 days left 2035-12-31
3396 days left 2035-12-31
3396 days left 2035-12-31
3396 days left 2035-12-31
3396 days left 2035-12-31
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3411 days left 2036-01-15
3418 days left 2036-01-22
Baratz: Error-corrected gate-model quantum computers are 7 to 10 years away
“We think we're looking at seven to 10 years to get to the point where we have Truly error corrected scaled gate model, quantum computers that are capable of doing things like Helping you develop designer drugs, a drug designed for you to dramatically improve y…”
3425 days left 2036-01-29
McGinnis: US will deploy tens of gigawatts of plug-in DERs by 2036
“Again, if you look to Germany, like, doing a gigawatt in a handful of years in what is a much smaller, you know, country than ours, it wouldn't shock me to see tens of gigawatts deployed in the next five to 10 years in the US where that's actually making a mea…”
3434 days left 2036-02-07
3450 days left 2036-02-23
Levie: Total AI market cap will reach tens of trillions of dollars
“We're talking about a category where, you know, it'll be measured in the tens of trillions of dollars. The market caps that will be generated by AI. Some of that will go to the chip providers. Some of that will go to the supply chain of the chip providers. Som…”
3450 days left 2036-02-23
Russ d’Sa: Voice will become the primary computer interface in 5-10 years
“Most of the internet is still built around text and that is going to shift in a huge way over the next five to 10 years as the models become smarter and more human-like you interact with them in more human-like ways like voice, right? Is the primary way we int…”
3453 days left 2036-02-26
O'Driscoll: Only AI-led applications will grow over the next decade
“I think intelligence-led applications are the only applications that are going to sell And grow quickly over the next 10 years. Non-intelligent-led applications will at best be flat to mild growth if they're not obviously disrupted by intelligence, and at wors…”
3465 days left 2036-03-09
3465 days left 2036-03-09
Hodak: BCIs will achieve native 20/20 vision and color within 10 years
“I mean, I do think that you can get to close to native acuity, so kind of like your normal twenty-twenty vision. We're definitely not there yet, but I see a path to get there and be able to get Color and fill in a lot of the field of view. To be clear that it'…”
3466 days left 2036-03-10
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Rory O'Driscoll: Supabase Will Become a Legacy Database Within 10 Years
“Over the next five years, that will mean adding complexity, adding functionality. And in 10 years time, someone, and it won't be me at that point, will be saying, oh, my God, those legacy Superbase products, they're almost as bad as MongoDB, and there'll be a …”
3496 days left 2036-04-09
3501 days left 2036-04-14
Nolan: SMRs will find their niche powering data centers behind the meter
“And so if gigawatt scale is for the grid and megawatt scale is for remote communities or, you know, government installations, then the middle scale, I think is going to find its niche behind the meter with data centers over the next five to 10 years.”
3510 days left 2036-04-23
3510 days left 2036-04-23
O'Driscoll: Core payroll SaaS will survive and compound over next decade
“These are entire businesses that, you know, might have some impact at the margin in terms of agentic efficiency, but this core business will be there in five, 10 years' time. It'll compound because payroll is not, not everything is, I mean, it's, we're actuall…”
3514 days left 2036-04-27
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Levie: AI compute cost reductions will take 5 to 10 years
“The data center providers, the labs, et cetera, have pricing power. They don't need to lower their prices on anything. So you're not seeing the typical things that drive down the cost of compute. I'm highly optimistic that that happens over the next five to 10…”
3546 days left 2036-05-29
3549 days left 2036-06-01
3554 days left 2036-06-06
Marshall: Most compute will move to space within 10 years
“I think no question within 10 years, most compute will be putting in space, which, to give you a sense, is a lot of money, like trillions, and will be bigger than any of the other space businesses today, comms, earth imaging, this is why we're getting into thi…”
3560 days left 2036-06-12
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Calacanis: Humans will no longer sort or deliver packages in 10 years
“What Optimus is going to do when Bezos and Andy Jassy unleash Optimus inside of the Amazon factories is it's going to get rid of every, let me state this very clearly, every single package sorting, every single package delivery will not be done by humans in 10…”
3581 days left 2036-07-03
3589 days left 2036-07-11
3596 days left 2036-07-18
Coal Power Generation Will Mostly Disappear Over The Next Decade
“I mean, I think any power from coal will mostly go away. I think you're still going to see a lot of gas, just because, particularly in the US, it's cheap, it works, it's fast, but I think coal is going to go away, and then you're just going to see more of ever…”
3604 days left 2036-07-26
3607 days left 2036-07-29
Shao: Mass-Market Humanoid Robot Deployment Is 10 Years Away, Not Five
“People love to hype about it. They're saying, look, human robots are going to be deployed in the next three to five years in the mass market. He gave me a rough number of 10 years again, and I believe him, because I've seen a lot of these robots. They frankly …”
3616 days left 2036-08-07
Frankel: Photonic Computing Will Disrupt or Be Acquired by Nvidia Within a Decade
“In my view, if you say in 10 years time, and I am not a thematic investor, but I am such a deep believer in
The status quo being changed always, and not, and like nothing stays the same.
I think photonic computing is coming down the line, and I think that's go…”
3616 days left 2036-08-07
3624 days left 2036-08-15
Taylor: Valar Atomics could be worth $500B in 10 years
“And, you know, we're sitting here right now, you know, less than three years from the founding of the company, and I think if you look back at 10 years in 10 years from now, and, you know, Valor's worth five hundred billion, something like that you will be abl…”
3631 days left 2036-08-22
Continuous Learning Models Will Obsolete Current AI Models Within Ten Years
“First of all, within 10 years, I believe we, and I think some people are thinking two or three years, continuous learning models will come into existence. That means that every generation of every model we have today Dies, goes away.”
3647 days left 2036-09-07
3648 days left 2036-09-08
Mavrookas: Port Alpha will create 10,000 jobs and $160B economic impact
“So what we're going to do at Port Alpha, you mentioned 10 years, over the next 10 years, we're going to create 10,000 jobs. We're going to invest billions of dollars. I mean, we're going to have a hundred and sixty billion dollar economic impact in Brownsville…”
3650 days left 2036-09-10
3731 days left 2036-11-30
3812 days left 2037-02-19
Friedberg: Autologous induced stem cell therapy is about 15 years away
“We can actually do stem cells from your body, and that's like, you know, 15 years out is autologous induced stem cell therapy, where you actually make your own stem cells, and then give yourself all sorts of therapies, not just bone marrow transplants, but you…”
3819 days left 2037-02-26
Hastings: Linear TV will disappear completely in 10 to 20 years
“Linear TV, 1020 years from now, will disappear. It will be, once in a while, you'll see it in a hotel, like where you see a fixed-line phone, but other than that, you know, you're not gonna see it, and everyone around the world will be doing internet video as …”
3923 days left 2037-06-10
Sanghvi predicts institutional LPs will invest directly into DAOs by 2037
“And one would assume that if these DAOs are to be successful over time, much like companies, institutional investors over time will find direct access to these DAOs. Now it might take like, you know, 10 years, five years, 15 years, but if this is already happe…”
3961 days left 2037-07-18
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Leibert: Mainframes will remain core enterprise infrastructure for 20 to 30 years
“So I think we're not going to see a rip and replace. I think we're going to see more and more systems built around the old systems. And for some of the core infrastructure, I think even in 20 or 30 years, we'll still have mainframes.”
4262 days left 2038-05-15
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Meta will replace Zoom as the largest work platform in 10-15 years
“In 10 to 15 years, Facebook is gonna be, Facebook, like, Meta is gonna own the largest work platform, so I think that they're gonna be the Zoom, the whatever, because this experience where it looks like you could feel like you're in the same room as a person, …”
4460 days left 2038-11-29
4490 days left 2038-12-29
Andreessen: Winning tech companies in 20 years will be 100x larger than Google
“The winning companies, you know, the winning entrepreneurial companies 20 years from now that win are going to be Staggeringly large. Like, they're going to be like, I don't know, 10 or a hundred times the size of Google and Facebook.”
4492 days left 2038-12-31
Orthofer: Green hydrogen cost parity delayed 5 to 8 years past 2030
“If I look back at our forecast from 20 20, for when we would achieve cost parity between green hydrogen and grey hydrogen, we said this would be by the end of this decade. I think by now we've moved that out by five to eight years, depending on geography, just…”
4506 days left 2039-01-14
Viable animal-to-human organ xenotransplantation will arrive within 10 to 20 years
“I think a couple of things will likely come. I think xenotransplantation, I mean, which has been in and out and worked on. And what's interesting is every one of these comes up and down. So, you know, gene therapies, cell therapies popped up in the nineties, k…”
4539 days left 2039-02-16
4585 days left 2039-04-03
Stephens: Plans to Return to Government Civil Service Within 15 Years
“I am deeply committed to the idea of civil service. And I don't know if it's in five years or 10 years or 15 years, but at some point I want to be back as a public servant working for the good of our nation and our allies and partners.”
4592 days left 2039-04-10
4678 days left 2039-07-05
Rodrigues: Autonomous localization and perception tech will enable home robotics in 10-20 years
“I think that a lot of the technology that's been developed in terms of localization will then end up working in the home. You have all these cool perception pieces that we'built, allowing us to move around and allowing us to see and interact with things. Reall…”
4689 days left 2039-07-16
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4857 days left 2039-12-31
4857 days left 2039-12-31
4857 days left 2039-12-31
Israetel: Society will eliminate biological aging by the mid-to-late 2030s
“I think a lot of people aren't prepared for the mid to late 20 thirties, maybe even earlier, when the, when we just don't have old people anymore. We have people that are chronologically 57 years old, but biologically they look 22.”
4857 days left 2039-12-31
4857 days left 2039-12-31
4857 days left 2039-12-31
Orthofer: Max 30% of abatement needs commercially viable by late 2030s
“Despite sort of huge cost down historically and projected, we will not get to more than 20 or 30% of all abatement needs being sort of fully in the money or fully sort of commercially mature by the end of the 20 thirties, which I guess is a rather, was for me …”
4857 days left 2039-12-31
4902 days left 2040-02-14
McCormick: Supersonic Private and Commercial Flight Will Emerge Within 10 to 15 Years
“I think there's a path where we wake up in 1015 years, and, like, first it's supersonic private planes, and then supersonic commercial planes, and, like, that is a long path to kind of get there, but, like, the technology is there, and actually, like, just bat…”
4916 days left 2040-02-28
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Akhund: Airtable can reach a $50 billion valuation within 15 years
“I'm in it for the game as it was, and I do think, you know, these kind of compounders like Airtable you know, like there's companies I'm in where I'm like, okay, I can see this being a fifty billion dollar company, and if I just stick with it for, you know, ma…”
5002 days left 2040-05-24
5015 days left 2040-06-06
Omaze Targets $8B Revenue and Gates Foundation-Level Charitable Impact
“It's not our 10 year vision, but it's our 15 year vision, is Fortune 500 impact number one. The Fortune 500 is right now is eight billion in revenue to be on that list. Impact number one means the number one source of charitable funds in the world outside of g…”
5032 days left 2040-06-23
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Dash: Vertical AI will create $10B ARR companies in 10-15 years
“I'm pretty sure we're going to see five to ten billion dollar ARR companies in healthcare, education, defense, and retail. In the next 10 to 15 years that are not going to be head-on competing with the same companies that are competing code generation.”
5223 days left 2040-12-31
5223 days left 2040-12-31
Scott Page: China's economic growth will slow without massive innovation
“The same is true of China, right? So if you do a linear projection of China, You know, five years ago, you'd have said, oh my gosh, you know, by 2040, China's economy is going to be just enormous, but the reality is growth's going to fall off, because what the…”
5223 days left 2040-12-31
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Blania: BCI will reach broad consumer applications within 15 years
“Like if you now look at a 15 year time horizon, I think it's going to be a couple of years of research, then a couple of years of medical applications and like hopefully bringing benefits to a lot of people that really need such a technology and then eventuall…”
5299 days left 2041-03-17
5299 days left 2041-03-17
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Jake Paul predicts he will enter politics within 10 to 15 years
“I would probably say, yeah, the most like obvious one that I'm like super passionate about is, is definitely politics. And that seems to, you know, grow as I get older as well because of what Jeff was saying is like, how do I, okay, we have the money, we have …”
5432 days left 2041-07-28
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Puri: Tele-operated machinery will replace construction drivers within 10 to 20 years
“And so I think what's going to happen is, if you just fast forward 1020 years from now, I think all of this gets replaced with this technology that's, it's not self-driving, it's more like self-operating which is basically like, Remote or what they call tele-o…”
5530 days left 2041-11-03
5655 days left 2042-03-08
Azhar: Mobile data growth should reach 90,000-fold over the next 20 years
“Over the next 20 years, which is two lots of 10 years, we should, if it was, if it grew at the rate it grew over the last decade, it would grow 90,000 times, 300 squared. So if you think it's going to be less than a 90,000 fold growth, you have to have quite a…”
5763 days left 2042-06-24
Pierre-Jacques: Harlem Capital aims to back 1,000 diverse founders in 20 years
“Our mission is to back thousand diverse founders and every founder we back obviously matters. Every life we change obviously matters, but I know we can do so much more and we set that mission. Of a thousand founders over 20 years for a reason, right?”
5883 days left 2042-10-22
5953 days left 2042-12-31
Power: Demographic decline will pressure Xi Jinping to act before 2037-2042
“We just have to last till about 2037, 20 42, and then kind of overnight China's working population will cut in half, and then they can try again in another thousand years. So that will put a lot of pressure in our opinion on Xi to actually do something, becaus…”
5999 days left 2043-02-15
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Friedberg: 100% chance existing fusion portfolio yields low-cost power in 20 years
“I think there's a hundred percent chance that the portfolio of 70 fusion companies that exist today that are pursuing this technology will succeed. And that we will get low cost power in the next 20 years at scale, right?”
6243 days left 2043-10-17
Puri predicts social networks will eventually be user-owned via crypto tokens
“I think I would bet that in the long horizon, let's call it 20 years These networks will be built in with, these networks will do this. They will have a currency for the users on the network. And so the users will, the users who contribute to the network will …”
6318 days left 2043-12-31
6365 days left 2044-02-16
6383 days left 2044-03-05
Cotton: Recycled lithium content will reach 80% to 90% in decades
“More and more recycling infrastructure gets built. We get closer and closer and migrate from that less than one percent to 80 to 90%, just like what lead has shown us. And it's really only a couple decades of recycling, so it'll happen fairly quickly.”
6385 days left 2044-03-07
6419 days left 2044-04-10
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Zaparde: Software will fully automate procurement approvals within 20 years
“There's definitely a world, I mean, and hopefully a lot sooner than 24, 24, where you can say, no, actually, like, it just gets done right? Like, you don't need to, like, have a human go in there, review the thing, and then approve it. Like, that's actually, l…”
6450 days left 2044-05-11
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Diamandis: Longevity Escape Velocity Will Be Reached in About 20 Years
“Ray Kurzweil's prediction is 2030, which is insanely close, right? Why? It's because AI is going to help us understand why we age, how to slow it, how to stop it, how to reverse it. George Church puts it at some 15 years out. David Sinclair is in that same are…”
6576 days left 2044-09-14
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6697 days left 2045-01-13
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Butterfield: Heavy email usage will continue for at least 30-40 years
“And I want to just stress, because we get this in headlines quite a bit, that we want to be an email killer. Not going away. We've got, you know, at least three or four decades left of heavy email uses because it is lowest common denominator, and I mean that i…”
6727 days left 2045-02-12
Odoo will displace SAP within 10 to 20 years
“First, I think it's just a matter of time. I think I don't know how they can survive to what's coming in from them. We have so much advance, years in our head, we are stealing so much clients to them, that it's just a matter of time for me. But it's gonna take…”
6812 days left 2045-05-08
6823 days left 2045-05-19
Severin Hacker: AGI and UBI will replace human jobs in 20 years
“I believe that's gonna happen. Again, the big question is, is when is it gonna be? I don't think it's gonna be next five years. It's not going to be, maybe it's going to be next 10 years if you really see a broad adoption of these technologies, more likely may…”
6907 days left 2045-08-11
6949 days left 2045-09-22
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Chamath: Nuclear, solar, and natural gas will diminish global oil demand in 10-20 years
“Eventually in the 10 or 15 or 20 year timeframe, you'll have an abundance of electrons from nuclear. In the meantime, you have an abundance of electrons from net gas. You have an abundance of electrons, frankly, from solar. And all of these things will ultimat…”
6974 days left 2045-10-17
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7062 days left 2046-01-13
Butterfield: Email will survive for at least three to four decades
“Email crosses organizational boundaries very well. It's how we set up this conversation. It's how people like us will set up conversations like this 10 years from now in the future. And internet, I mean, sorry, email will probably be around You know, three, fo…”
7087 days left 2046-02-07
7105 days left 2046-02-25
Roberts predicts recycled minerals will become cheaper than mined within 20 years
“I would just say that my, I guess my prediction would be that in 10 years, maybe or in 20, that just a unit of critical minerals drawn from recycling will be cheaper than a unit of
Mind.
I think.
I think.
Eventually.
Like, I think it will end up being our prim…”
7131 days left 2046-03-23
7139 days left 2046-03-31
Liemandt: Physical schools will still exist in 20 years
“In 20 years, you know, predict the future, what's going to be the same in 20 years? Parents are going to drop their kids off at a building. In the building are gonna be other kids and adults, right? There's, we're not, you're not getting rid of school. School …”
7166 days left 2046-04-27
Sloane: Roughly $10T in Assets Will Change Hands Over Two Decades
“What we realized while building value in the Burger King business was that there was a massive opportunity to invest in fragmented markets, high quality businesses behind this baby boomer generational transition, 10 trillion of assets or so set to change hands…”
7174 days left 2046-05-05
Interactive LLMs Will Replace Static Scientific Papers Within 20 Years
“If you ask me, would I be confident that in 20 years we'll have these sort of like static documents in which we publish our results as papers? I would think not. Like that doesn't seem like the best thing we could be doing. Maybe some kind of interactive paper…”
7191 days left 2046-05-22
7192 days left 2046-05-23
7196 days left 2046-05-27
Liemandt: In 20 years, 90% of parents will still use physical schools
“In 20 years, parents are going to drop their kids off at a building. 90% of parents, you have homeschool little stuff, but it's a niche. Nine percent of parents are going to drop their kids off at a building. And in that building are other kids and adults”
7204 days left 2046-06-04
7216 days left 2046-06-16
7216 days left 2046-06-16
Indries: AI will autonomously negotiate contracts and resolve lawsuits within 20 years
“You'll have, you know, AI just building the most amazing contract And the AI negotiating with other AI, you know, making compromises on each side, you know, just so that they can, you know, reach settlement or whatever. Right. When you will sue someone, 20 yea…”
7229 days left 2046-06-29
Shridhar: AI Demand Will Drive Global Electricity Abundance Within 20 Years
“So I'm super optimistic that if we look back 20 years from now, we will say AI was the best thing that happened because of which electricity abundance happened to everybody on the planet. AI is just a catalyst, a stepping stone, and a, and an accelerator.”
7258 days left 2046-07-28
7278 days left 2046-08-17
Macdonald: In 15-20 Years, Nobody Will Own a Car or License
“Which is why I do think in some future world, maybe not five years, but 15 or 20 years, Everyone's going to be like Harry. Nobody's going to own a car. Nobody's going to have their driver's license because you'll be able to get around. And I think bikes and sc…”
7304 days left 2046-09-12
7470 days left 2047-02-25
Friedberg: China's nuclear expansion will drop industrial energy costs below 5 cents
“And so as China builds out a 140 nuclear plants here over the next two to three decades, they're going to see their energy cost decline from about nine cents for industrial use, potentially, you know, into the sub five cent per kilowatt hour range, which makes…”
7473 days left 2047-02-28
7547 days left 2047-05-13
Rigetti: Quantum computers capable of breaking RSA encryption are 20-30 years away
“We're probably 20 to 30 years away from having a machine that would really be able to run Shore's algorithm on Wall Street. On practically relevant problem sizes. At some point in the future, quantum computers will be able to crack RSA encryption.”
7669 days left 2047-09-12
Scaringe: Gas cars will be rare antiques within 25 years
“So call it the next 15 to 20 years, we'll see the fleet of vehicles in the world
Essentially shift almost entirely towards electric, but you know, within, I'd say, 25 years, it would be fairly rare to see a gasoline powered car on the road.
It would be like se…”
7763 days left 2047-12-15
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7779 days left 2047-12-31
7779 days left 2047-12-31
Kumar: India Will Miss $14,000 Per Capita Developed Goal by 2047
“Similarly, if by 2047, we have to become a developed economy, we have reached 14,000 dollars per capita. From where we are, that would require 11 and a half percent rate of growth for the next 25 years. Now, hardly any economy has achieved over 25 years, 11 an…”
7779 days left 2047-12-31
7779 days left 2047-12-31
India will export clean energy instead of importing fossil fuels by 2047
“हमारा लक्श अमृत काल में ये है जो मान्या प्रतान मंतरी जी ने कहा कि हम दोहजार सैंतालीस तक हम इमपोरट करने के बदले इनर्जी कलीन इनर्जी को एकसपोरट करेंगे So we'll be an exporter of clean energy rather than an importer of hundred and eighty billion worth of fossil fu…”
7792 days left 2048-01-13
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8511 days left 2050-01-01
8511 days left 2050-01-01
Friedberg predicts most goods will use biological manufacturing by 2050
“I think by twenty-fifty, you know, we should see most of our goods that are manufactured rather than being made in the traditional sense, which is basically old technology scaled up which is what the industrial revolution did but really shift to a new model of…”
8565 days left 2050-02-24
8763 days left 2050-09-10
Musk: Mars could become self-sustaining in roughly 25 to 30 years
“I think it can be done in, in 30 years. Provided there's an exponential increase in the tonnage to Mars, with each successive Mars transfer windows, which is every two years. So every two years, the planets align, and you can transfer to Mars. So I think in, R…”
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
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8875 days left 2050-12-31
Grunwald: Global Food Production Needs 6 Quadrillion More Calories by 2050
“You know, we're probably at this point gonna need about six quadrillion more calories by twenty-fifty which is, you know, I like to say it's like a dozen Olive Garden breadsticks every day for every human being on Earth. That's extra. We're gonna have to grow.”
8875 days left 2050-12-31
8875 days left 2050-12-31
Friedmann: Maritime shipping will use a mix of methanol and ammonia by 2050
“But in twenty-fifty, I think we're going to end up with a blend of both, in part because we're starting already with methanol. People are making investments in methanol ships and methanol bunkering because they want to decarbonize rapidly by twenty-thirty. And…”
8875 days left 2050-12-31
Heavy industry will represent a majority of global emissions by 2050
“These hard to abate sectors represent about a third of global emissions today. And they're the ones, you know, as all the listeners know, this is where the energy transition has not started. And so on current course in speed, this will be a majority of humanit…”
8875 days left 2050-12-31
Mukhopadhyay: Fleet turnover caps 2050 hydrogen aircraft penetration at 6% to 12%
“And so our projections suggest that even though hydrogen aircraft could service a third of passenger aviation, the actual market penetration is probably going to be more like six to 12% by 20 50. Because of that slow fleet turnover rate.”
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
Hydrogen electrolyzers could consume one-third of global power by 2050
“By twenty-fifty, under a net zero scenario, electrolyzers producing hydrogen take up a third of all electricity demand almost, just to power power themselves to produce hydrogen. So all of global, a third of all global electricity demand.”
8875 days left 2050-12-31
8875 days left 2050-12-31
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India could account for 25% of global carbon emissions by 2050
“So right now the projection is we will have about fifty billion tons in twenty-fifty of global carbon equivalent emissions. Out of that fifty billion tons, 10 to fourteen billion tons could actually come from India. So at that time we could be a quarter 25% of…”
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
8875 days left 2050-12-31
Khosla: Most cars in most cities will be eliminated by 2050
“So one of my goals in my lifetime is to eliminate most cars in most cities. So if we put a 25 year metric on that, by twenty-fifty, we should be able to eliminate that. Now, there isn't another person in the world who told me that's reasonable. I'm pretty sure…”
8875 days left 2050-12-31
8879 days left 2051-01-04
9048 days left 2051-06-22
9086 days left 2051-07-30
Palihapitiya: Room-temperature superconductors will arrive within 20 to 30 years
“People have been innovating in bringing that up to room temperature. In that breakthrough, which I think you will see in the next 20 to 30 years, it's just a complete sea change of how we think about this whole problem.”
9150 days left 2051-10-02
9164 days left 2051-10-16
Friedberg: Quantum computing will enable deterministic molecular modeling within 30 years
“Using quantum computing in the next 30 years, hopefully, we'll be able to deterministically model these behaviors on a molecular and atomic level, and as a result, kind of build new systems to make things and that'll be an incredible kind of toolkit for humans…”
9187 days left 2051-11-08
9322 days left 2052-03-22
Harris: Miami must spend $6B on climate adaptation over 30 years
“The city of Miami specifically is going to have to spend around six billion dollars in the next 20 or 30 years installing stormwater pumps, raising roads, making the pipes underneath the road big enough to handle all the extra water, and fixing seawalls.”
9338 days left 2052-04-07
9360 days left 2052-04-29
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Fadell: Climate infrastructure startups will become blue-chip monopolies like Standard Oil
“These kinds of things are big money. And you know what? What's even better is once you build them, They are one of these blue, they will be a blue chip in 20 years, in 30 years, because they're gonna be the new standard oils and the, you know, what have you, r…”
9497 days left 2052-09-13
Marcus: Machines will convincingly conduct podcast interviews within 30 years
“And some point I'm going to say, 30 years from now. We'll be able to make machines that do podcast interviews and I won't really know. I don't really know if you're a person fake or, you know, machine faking me out or whatever at some point.”
9531 days left 2052-10-17
9758 days left 2053-06-01
9772 days left 2053-06-15
The Palm Oil Market Will Continue to Grow Over the Next 30 Years
“It's efficient, it's productive, so we can make a lot of it, but the reason that it has grown so explosively and will continue to grow over the next 30 years really comes down to the performance of palm oil as compared to other vegetable oils.”
9972 days left 2054-01-01
10059 days left 2054-03-29
10121 days left 2054-05-30
Lubbershane: Electricity will remain more cost-effective than biofuels or hydrogen
“Even as the cost of clean electricity increases over the coming decade or two or three, I think electricity will still look cost effective as a fuel, like the primary, you know, the energy input relative to things like biofuels or clean hydrogen, perhaps some …”
10465 days left 2055-05-09
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Gerstner: Invest America will generate net tax revenue in 20 to 30 years
“According to the studies that were done on this will actually be revenue contributing 20 to 30 years out because the taxes you have to pay when you exit the accounts on the capital gains will be more Than what the government is contributing on an annual basis …”
10527 days left 2055-07-10
Africa will have the world's largest student population within 30 years
“If you take a look at, like, where are the world's largest, like, student populations today? Like, the two countries where the world's largest student populations are in India and China. And then, like, you fast forward, like, call it, you know, 20 years or 30…”
10671 days left 2055-12-01
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10724 days left 2056-01-23
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11528 days left 2058-04-06
12162 days left 2059-12-31
India Has a 25-Year Demographic Window Before Population Aging Sets In
“No, we have 25 years to do it. Whatever we want to do, this is it. After that, we too age. Ok, number one. And our population will not be growing, and at some point it will be declining. Well before the, you know, somewhere in the 20 fifties, and I'm hoping to…”
12163 days left 2060-01-01
Sloan predicts Facebook updates and Instagram photos will be gone by 2050
“I would not bet against everything that we're pouring into kind of the vast digital box, you know, like everything, the Facebook updates, the Instagram photos, all of it basically being gone in 2060, 20, 50. Like, I hope that's not the case, and I mean, it see…”
12528 days left 2060-12-31
Friedberg: Quantum computers won't crack RSA-2048 encryption before 2040
“The estimate currently by some researchers is that this there's a less than five percent chance this happens before the year 2040. So we're talking somewhere between the year 2040 and the 2060. When we get a quantum computer that has enough logical qubits to b…”
13020 days left 2062-05-07
13939 days left 2064-11-11
Andreessen: Future top tech companies will almost certainly be new startups
“The expectation of Detroit is that 50 years from now the three big car companies will be Ford, GM, and Chrysler, right? The expectation of Silicon Valley is the opposite. Like we don't know who the big three tech companies are going to be, but they're almost c…”
14171 days left 2065-07-01
14298 days left 2065-11-05
Adcock: Billions of Humanoid Robots Will Exist Within Our Lifetime
“I think we'll, we'll see billions of humanoids on the planet in our, in, like, our lifetime, and they will do everything for us from things at home, like, doing the laundry, washing dishes unpacking groceries cleaning up the house to, we will see billions in t…”
14521 days left 2066-06-16
14646 days left 2066-10-19
Indian career salaries will multiply 100x compared to 10x in the US
“Salaries in dollar terms in the US will multiply about, let's say, you know, if I even round it off and actually I'm more conservative, you know, over the course of an average career, 10 times salary multiplication would actually be, you know, would be somethi…”
14911 days left 2067-07-11
15118 days left 2068-02-03
15251 days left 2068-06-15
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Akella: Total factory job replacement by robots is multiple lifetimes away
“So if you do this math and you take the three forty million, roughly divided by six jobs per, you're looking at sixty million robots before you can wipe out all of mankind in any production facility. It ain't gonna happen in my lifetime. I don't see it happeni…”
16180 days left 2070-12-31
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Kimber: Five clean energy sectors will become multi-hundred-billion industries
“So, you know, those five industries are what we've identified as, you know, the areas where we think there is inevitable growth in the sort of hundreds of billions of dollars. These are industries that could easily be some of the largest industries that our pl…”
16657 days left 2072-04-21
House: Reaching a fully circular battery economy will take 50 years
“We can achieve 90, 98, 99% recycling rates on these, on, on these batteries, and over time, we'll get to the point where we do not have to mine them which is really, really exciting. But that will take more than a generation, unfortunately. We need a lot more …”
16713 days left 2072-06-16
16734 days left 2072-07-07
17089 days left 2073-06-27
Stockton Rush: The Titanic wreck will deteriorate into rust within 50 years
“I had a long conversation with Stockton Rush about this, and he said, I think that the people who object are wrong, because first of all, this wreck won't be there in 50 years. It's gonna be a lump of Rust. And if we're not there filming it, shooting it, makin…”
17341 days left 2074-03-06
Chintala: In 50 years, remote smell will accompany digital media
“50 years from now, it would be pretty obvious to, like, kids of the generation to just, like, you know, I guess I was saying, I was gonna say roll a reel on their phone, maybe phones will be, they're just like, you know, on their glasses, they're watching some…”
17595 days left 2074-11-15
17617 days left 2074-12-07
Baker: World will run mostly on solar power within 50 years
“I think it is highly likely that in my lifetime, the world just runs on solar. Like if you just, you know, we all know compound interest is the greatest force on earth, but if you just look at the rate at which photovoltaic cell efficiency is compounding, batt…”
17892 days left 2075-09-08
18029 days left 2076-01-23
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19833 days left 2080-12-31
24369 days left 2093-06-02
25400 days left 2096-03-29
26772 days left 2099-12-31
Chamath: US population will reach ~400M by end of century while others halve
“The United States is we are the only Western country that is forecasted to grow at reasonable rates above our replacement population. And so, you know, by the end of this century will be around 404 hundred odd million individuals, and other countries will have…”
26772 days left 2099-12-31
26772 days left 2099-12-31
26772 days left 2099-12-31
26772 days left 2099-12-31
Friedberg: Cellular agriculture will replace all animal agriculture this century
“There's a lot of engineering stuff we got to get over to make it work at scale, which there's about a 150 companies doing today, but they're going to succeed. And as a result, we're going to be able to replace all of animal agriculture this century.”
26773 days left 2100-01-01
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Friedberg: Photon-based computing will replace electron-based computing by 2100
“I will say, I have a belief that I think electron-based computing is going to go by the wayside by the end of the century and be replaced with Photon-based computing, and I think we're going to move most of what we do today with copper and semiconducting mater…”
27137 days left 2100-12-31
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33113 days left 2117-05-12
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Weisbrot: Humans have maybe 200 years left before Earth becomes unlivable
“I think we've got 200 years left, maybe, before the Earth is unlivable for humans, and once all the humans are gone, the planet will rebound, the animals will come back, everything will be fine, and a new species will take over.”
Due for another look (20)
Evans: Chinese smartphone makers lack distribution to enter the US market
“There's a bunch of Chinese people who are making very interesting, well-designed phones, but they are, don't, they don't have global distribution, they don't have the ability to come to market in the US for the next couple of years”
Rad: Functional beverage market will reach $280B globally within five years
“It's expecting to grow to two eighty billion in the next five years. And even in the U.S. Alone, it's expected to grow from 23 to thirty seven billion.”
Ilishayev: In-app referrals will account for 30% of new GoPuff customers
“I think it's going to grow to 30% of customers this year come from in-app referral.”
Hefets: US home price growth will slow in 12 to 18 months
“At some point there's gonna be enough inventory coming online, that there's going to be enough supply, and a decrease enough in demand that it will impact home prices. Now, I don't know that that's gonna be in the next six months. I actually think it's gonna b…”
Samani: Donald Trump will be in jail before the 2024 election
“My assumption is he will be in jail before the election, so I don't know if you can.”
Britt Morin: M&A activity and IPOs will increase in 2024
“I still think there's going to be more MNA next year too, because a lot of companies are continuing to like dwindle and can't find footing and funding. But I also do predict, and I don't know if we're in prediction territory yet, but I do predict the IPOs beco…”
Neumann: Flow will sell five buildings while retaining long-term management
“We will sell our five buildings. We will sell our first asset in a month and we'll keep a management deal for the unforeseeable future.”
Affiniti will reach $10M ARR within 45 to 60 days
“Yeah, we're, I think we'll be there in the next, like, 45, 60 days.”
Randle: Code generation market will add $4B to $5B ARR this year
“Instead of adding, you know, a billion dollars of net new this year, I think code generation is going to add, I don't know, four or five billion dollars of net new across every single product and service that's available for people to buy, both on the B to B a…”
Lemkin Bets Opendoor Stock Will Hit $24 by Year-End
“I'm going 20, I'm going 24. I don't know what the bet is exactly, but I got 24.”
Lemkin: Shaun Maguire will leave Sequoia Capital in 2025
“I'll take the bet that he leaves this year.”
Rory O'Driscoll: OpenAI will publicly accuse Microsoft of antitrust in 2025
“Accused, by the way, is a wonderfully vague word. Will they file a lawsuit and prevail? Maybe not, but will Sam throw words out? Yeah. That two and a half x on a yes, I'd take that chance.”
Morin: AI chip oversupply will lead to GPUs selling at 30% value
“I very much worry there will be an oversupply of these chips. The problem is, is that, you know, remember, the chips are the collateral. So, you know, somewhere, you know, in the US or whatever, there's going to be a data center with like a thousand GPUs that …”
Benioff: Salesforce Will Add 1,000 to 2,000 Salespeople Short-Term
“We'll have more salespeople next year because we need to really explain to everybody exactly the value that we can achieve with AI. So we will add another probably one to 2000 salespeople in the short term.”
Ritter: Interest rates probably will not drop and may rise
“Interest rates are probably not going down. My bet is that they're Either going to kind of stay where they are, which is fine for kind of absolute, you know levels, but we have some potential policies coming that could drive up interest rates and basically inf…”
Glovo Will Overtake Uber Eats in Portugal Within One Year
“I'd say Portugal, but we, but we're gonna get there in a year. Uber Eats is still ahead because we launched too late, but we're gonna get there.”
Bessent predicts US will collect at least $300B in tariff revenue over 12 months
“Minimum on a forward 12 month basis, we're going to take in at least three hundred billion dollars in tariff income.”
Krishna: Quantum simulation will scale to 24,000 atoms within two months
“We're pretty sure that in another month or two, we'll be at double that range, which means you can solve trypsin.”
Hoffman: NVIDIA's AI growth run is sustainable for two years
“I basically told them and say, hey, look, it's sustainable for two years, which for you guys means forever, right?”
Stebbings: AI agents will replace junior marketers and SDRs within 12 months
“Most 25, twenty-six-year-old marketing managers or SDRs, I'm sorry to say it, they're not brilliant. They do not love the craft. They are not better than a phenomenal agent will be in the next 12 months. They will be replaced.”
Closed calls (60+) the full record →
Natale: Permafrost thaw will reach 30% to 70% by 2100
“There's a, there's an Kind of a range of possibilities for how much permafrost will thaw, say, by 2100, and number of different, based on a number of different models, but the range always stays somewhere between 30 to 70%, something like that, and I think abo…”
Vogt: Within 50 years, human driving will be seen as reckless
“The first is, is that I have very little doubt that self-driving cars will be Many, many, many, many times safer than human drivers to the point where it starts to look a little reckless to let humans drive cars in places where there might be pedestrians and c…”
Wolf: Future wearables will predict illnesses before patients feel any symptoms
“These wearable devices are gonna predict that you're getting sick before you even start feeling symptoms and know.”
Boneh: An operating quantum computer will likely be built within his lifetime
“I would speculate that in my lifetime, We'll probably see some sort of a, of operating quantum computer.”
Sramek: California Forever city is designed for up to 400,000 residents
“And then imagine that it was a city for up to 400,000 people that was entitled and approved at once, and so you knew that for the next you knew that for the next 30 years, if this office is going to work and you'll be able to hire talent there, there'll be eno…”
Singh: Indian female workforce participation will reach 30-40% in 20-30 years
“There is no doubt next two, three decades, the number will go to 30, 40%. When it happens, beauty, fashion are two categories which will heavily be impacted, right?”
Lamm: Earth is forecasted to lose 50% of biodiversity within 25 years
“It's currently forecasted that we're going to lose up to 50% of all biodiversity in the next 25 years.”
Grunwald: Feeding 2050 Population Needs Two Indias' Worth of New Land
“If, even if we continue to increase farm yields at the same rate they've increased throughout the Green Revolution we're gonna need another two India's worth of land, which essentially means, you know, gonna bye-bye Amazon and Congo rainforests, you know, very…”
Subramanian: India's population growth will average roughly 0.5% annually
“India's population growth is like, it is likely to be about half a percent on average per annum.”
Aviation could account for 50% of global CO2 emissions by 2050
“But our own industry projections are that by 20 50, that's going to be anywhere up to 50% of all CO two emissions everywhere.”
Lubershain: Global AC demand will add another US power sector by 2050
“Depending on what forecast you look at in a sort of business as usual technology scenario, that means we're on track to add, roughly speaking, another whole U.S. Electricity sector worth of electricity demand globally for this new air conditioning demand by ar…”
Mukhopadhyay: Decarbonizing 2050 aviation requires today's entire global renewable energy output
“In 2050, the amount of electricity that would be required to decarbonize aviation is the entire renewable energy production today. So all of the energy, renewable energy that is produced today could be used up in aviation alone.”
Kyle Hill: The US senior population will double by 2050
“And then our senior population is going to double by 20 50.”
Friedrich: Capping climate change under 2C by 2050 impossible without reduced meat intake
“According to Chatham House, the foremost think tank in Europe, it's a literal and scientific impossibility that we keep climate change under two degrees Celsius by 20 50. Unless meat consumption goes down, and right now it's going up.”
Hecker: Broken European pensions will force millions to invest over 20-30 years
“The statutory pension system we have in continental Europe is inherently broken, and that thesis suggests that basically in the next 2030 years, millions of people are going to start investing.”
Luxon: New Zealand might achieve net zero six years early
“And obviously we've got a big commitment to, you know, net 20, 50. And in fact our latest plan, which we have legislated into our parliament you know, even since we might even get there six years early.”
Banga: 1.2B emerging-market youth will reach adulthood facing only 400M jobs
“1.2 billion young people in the emerging markets are going to become 18 years of age in the coming Mutomati 15 years. Right?
Yeah.
Currently, the same markets, currently, this is pre-AI, and we can talk about AI's impacts on the developed world versus the de…”
Chamath: Global copper supply will be short 70% by 2040
“And right now, Jason, we are on a path by 2040 where we will be short about 70% of the global supply at current course and speed.”
Chamath: $30 trillion wealth transfer will occur over 20 years
“And we are about to go through over the next 20 years, 30 trillion dollars of wealth transfer.”
Sacks predicts no new U.S. gun control legislation for a generation
“There's not going to be any new gun control legislation for a generation because of the looting and writing that's going on Gun sales are at an all-time high.”
China will reach negative population growth in the 2030s
“In 2030, or sometime in the 20 thirties, China is going to move to negative population growth.”
Chen: Bloomberg forecasts EV sales will match gas cars by 2038
“Bloomberg is forecasting, 2038 as the year where electric cars reach parity in terms of sales with gas burning cars, and then they never look back. That will be the year of peak gas car production, 2038.”
Andreessen: Global smartphone adoption will soon reach 6 to 7 billion people
“We're at the point now, three billion smartphones on its way to six, seven billion on the planet. We're going to be able to connect everybody. We're going to be able to get, over time, we're going to be able to get everybody all the things that I went through,…”
Preskill: Quantum computers will enable tabletop toy spacetime in decades
“And in particular, what we're going to be doing with quantum computers and, you know, the other quantum technologies that are Becoming increasingly sophisticated in the next couple of decades is we'll be able to control very well, highly entangled, complex qua…”