The Calls
Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.
Everyone Chamath Palihapitiya (116)Jason Calacanis (75)David Sacks (67)David Friedberg (61)Brad Gerstner (17)Gavin Baker (11)Elon Musk (9)Howard Lutnick (5)Dr. Mehmet Oz (5)Donald J. Trump (5)Cathie Wood (5)Ray Dalio (4)
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Closed calls (29) the full record →
Gerstner: US government will take action against AI model distillation
“I think the US government is going to take steps against distillation, which they should do.”
Gerstner: SpaceX will use an innovative lockup structure for its IPO
“With respect to the lockup, I think this is the most innovative, and I think SpaceX is going to have a very similar innovation.”
Gerstner: SpaceX IPO will trade at 40 to 50 times revenue
“This is why the SpaceX IPO is going to trade at 40 to 50 times revenue.”
Gerstner predicts OpenAI and Google will sandbox frontier AI models
“I think that OpenAI will end up doing the same thing. I think Google will end up doing the same thing.”
Gerstner: Venture capital investments from 2020-2022 will produce lousy returns
“I think the vintage of the last 18 months will be lousy. So the capital deployed over the last 18 months won't have a lot of return.”
Gerstner: Tech market valuations will not bounce back to 2020–2021 peak levels
“Let me be absolutely clear. There is no bouncing back to where we were the last 18 months. That was the outlier. That was the make-believe.”
Gerstner: China will not supply weapons to Russia
“This is why they're not going to supply the Russians with weapons.”
Gerstner: 100% of 2021's thousand unicorns will face down rounds
“Remember we had a thousand unicorns at the end of 2021. And I've said a hundred percent of those are going to do a down round. And we're still in the early stages of that reset to occur.”
Gerstner: Trump accounts initiative will go live on July 4th
“These things are going to go live on July fourth.”
Gerstner predicts up to 40 percent of 2022 unicorns will disappear
“Yeah, I'd say 30 to 40% are these companies that were valued over a billion dollars that don't have product market fit. They'll disappear.”
Gerstner: DeepSeek, Anthropic, and OpenAI will launch Blackwell-trained models in 4–8 weeks
“And just this year, like we're going to see the first models over the course of the next four to eight weeks out of deep seek, out of anthropic, out of open AI that are trained on blackwell servers, right? You're going to see a next generation of models Far mo…”
Gerstner: US wealth disparity will continue to increase
“The exact, the exacerbation of the wealth disparity is going to increase, not decrease.”
Gerstner: Prop 22 will become the regulatory model for New York and other states
“You're going to see if Prop. 22 passes, which I think it will tonight, it's going to be the architecture that New York and many other states follow. They're certainly not going to follow the disastrous AB five Example.”
Gerstner: Post-COVID inflation will roll over and long-term trends will resume
“I think the much more likely explanation is that the trends that existed for 20 years still exist. They were interrupted temporarily by us saving ourselves from a catastrophe with COVID. The transient thing that everybody has come to make fun of, right? Transi…”
Gerstner: Pragmatic, moderate Democrat like Buttigieg will emerge as party nominee
“I think that there is a, there's been a doctrine in the Democratic Party that to win the primary, you got to veer to the left. Right. You got to contend with Bernie. You got to contend with Elizabeth Warren, but ultimately that's a losing strategy in the elect…”
Gerstner: ChatGPT usage will bounce back to 100M–150M level after summer
“I think that what we're going to see is kids come back to school. You're going to see the normal uptick in traffic. It probably hangs out around this hundred million, hundred and fifty million level in terms of usage.”
Brad Gerstner predicts Nvidia will beat earnings expectations through late 2023
“I don't think there's any problems with Nvidia. I think they're going to continue to perform. I think they're beat their numbers for the balance of the year.”
Gerstner: Snowflake will grow free cash flow over 100% in 2022
“Snowflake this year will grow its free cash flow at over a hundred percent a year. Next year, probably, you know, 80 or 90%. Free cash flow. Not just revenue. Free cash flow.”
Gerstner: Meta will launch major AI models and agents within six weeks
“Over the next four to six weeks. They're going to have massive launches out of the AI side of the business. I expect a lot more support for their open AI model or for their open LLM. I also think they're going to launch a bunch of agents on WhatsApp and Instag…”
Brad Gerstner predicts upcoming AI funding rounds will dwarf Mistral's €105M seed
“There are going to be a couple of monster rounds, I think announced next week, like that are going to make this one look like kids play.”
Gerstner: Used car prices will be lower by May 2023
“For two months in a row, we've had sequential declines. You tell me, is the price of the used car this time next year higher than 29 or lower than 29? It's going to be lower because we're destroying demand by raising interest rates.”
Gerstner: Tech growth stocks will be higher by May 2023
“We will be higher for growth stocks this time next year, but we may very well get there by way of lower and potentially meaningfully lower because the counterfactual to the hyperinflation argument is not, you can't deliver the counterfactual for at least four …”