The Calls

⏳ Open 📼 The record

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.

24open predictions
0due for another look
60+closed calls →
49days to next prediction date
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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Next up (24)

49 days left 2026-11-01
Prediction Open · timeframe Nov 2026
Sacks: All frontier AI models will reach Mythos-level cyber capabilities in six months
“In fact, within six months or so, all the frontier models are going to have mythos level cyber capability, but it's impressive that open AI got this GPT, 5.5 cyber out so quickly.”
David Sacks May 1, 2026 ▶ 20:53 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
52 days left 2026-11-04
Prediction Open · timeframe Nov 2026
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.”
David Sacks Aug 21, 2026 ▶ 1:03:36 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
56 days left 2026-11-08
Prediction Open · timeframe Nov 2026
Sacks: Major frontier AI labs will have cyber capabilities within 3-6 months
“And within three to six months, all the major frontier labs and including Chinese models will have cyber capabilities.”
David Sacks May 8, 2026 ▶ 45:21 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks predicts US GDP growth will reach 5% in 2026
“I'm gonna go for five percent. Within a rounding year, I believe five percent.”
David Sacks Jan 10, 2026 ▶ 15:03 All-In's 2026 Predictions
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks: AI will increase demand for knowledge workers, not decrease it
“AI will increase demand for knowledge workers, not decrease it.”
David Sacks Jan 10, 2026 ▶ 58:27 All-In's 2026 Predictions
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks predicts strong 2026 economic growth as interest rates fall
“I think we're headed for a gangbusters. 2026 rates are coming down.”
David Sacks Dec 19, 2025 ▶ 38:24 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks: China will manufacture millions of AI chips by 2026
“By next year, China's gonna be making millions of chips.”
David Sacks Nov 4, 2025 ▶ 26:45 Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
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…”
David Sacks May 8, 2026 ▶ 15:09 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks projects Anthropic will reach 80 to 100 billion this year
“They're going to end this year. At 80 to a hundred billion, at least on the current trajectory.”
David Sacks Apr 17, 2026 ▶ 23:28 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sacks: OpenAI forecasts $75 billion in exit ARR by year-end
“I think they were expecting to end the year at sixty billion of ARR. And I think they're forecasting more like seventy five billion of exit ARR.”
David Sacks Jul 24, 2026 ▶ 31:49 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
260 days left 2027-05-31
Prediction Open · timeframe May 2027
Sacks: AI will not cause 20% unemployment in two years
“And so I just think this idea that boom, 20% of the workforce is going to be unemployed in two years. I just don't think that it's going to work that way.”
David Sacks May 31, 2025 ▶ 33:56 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
653 days left 2028-06-27
Prediction Open · timeframe Jun 2028
Sacks: China will export cheap, turnkey AI packages within two years
“They're going to sell it at a fraction of the cost globally... China is going to be there within one or two years.”
David Sacks Jun 27, 2026 ▶ 59:43 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
700 days left 2028-08-13
Prediction Open · timeframe Aug 2028
Sacks: New AI data center scaling will rely entirely on natural gas
“The green stuff can't scale in the short term. It's all gas powered for the new data centers. That's the only way to kind of get the amount of scale that you need in the next year or two.”
David Sacks Aug 13, 2026 ▶ 22:13 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
758 days left 2028-10-10
Prediction Open · timeframe Oct 2028
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…”
David Sacks Oct 10, 2025 ▶ 1:19:46 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
786 days left 2028-11-07
Prediction Open · timeframe Nov 2028
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.”
David Sacks Jan 17, 2026 ▶ 47:33 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
786 days left 2028-11-07
Prediction Open · timeframe Nov 2028
Sacks: Gavin Newsom will probably win the 2028 Democratic presidential nomination
“And Gavin probably will be the nominee because I do think that his performative antics are working with the base.”
David Sacks Aug 22, 2025 ▶ 50:14 AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
786 days left 2028-11-07
Prediction Open · timeframe Nov 2028
Sacks: National wealth tax will be standard Democratic platform by 2028
“And the other thing is that I think that by 28, this national wealth tax will just be a standard part of the Democratic platform.”
David Sacks Mar 13, 2026 ▶ 1:16:34 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
840 days left 2028-12-31
Prediction Open · timeframe Dec 2028
Sacks: US artillery shell production won't reach 90k monthly until 2028
“They're trying to ramp it up to 90,000 a month, but that's going to take till 2028 because, you know, it takes time to build it.”
David Sacks Jun 24, 2023 ▶ 31:36 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
935 days left 2029-04-05
Prediction Open · timeframe Apr 2029
Sacks: Consumer domestic humanoid robots will take more than five years
“Jason, I don't think it's a five year timeframe. I think it's longer than that. That's just my guess.”
David Sacks Apr 5, 2024 ▶ 1:05:53 E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
940 days left 2029-04-10
Prediction Open · timeframe Apr 2029
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…”
David Sacks Apr 10, 2026 ▶ 39:48 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
1570 days left 2030-12-31
Prediction Open · timeframe Dec 2030
Sacks: Annual venture capital exit volume could reach $1 trillion by 2030
“Wouldn't be surprised if VC hits one trillion by 2030.”
David Sacks Mar 20, 2021 ▶ 57:45 E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
1769 days left 2031-07-18
Prediction Open · timeframe Jul 2031
Sacks: NY data center moratorium will delay new builds at least five years
“So when you start talking about a moratorium on data centers, it's not like a few month pause. It's probably a good five years at least before You know, you can get another data center switched on in the state of New York.”
David Sacks Jul 18, 2026 ▶ 1:06:57 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
2419 days left 2033-04-28
Prediction Open · timeframe Apr 2033
Sacks: San Francisco commercial real estate recovery will take a decade
“I think it's like, yeah, it doesn't seem like a decade. It's a decade.”
David Sacks Apr 28, 2023 ▶ 44:06 E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more
27137 days left 2100-12-31
Prediction Open · timeframe Dec 2100
Sacks predicts China's population will fall below 600M by 2100
“The numbers are, it's gonna be under six hundred million by the year 2100”
David Sacks Jul 22, 2022 ▶ 1:02:39 E88: First principle politics, China chaos & outlook, state of private/public markets & more

Closed calls (60+) the full record →

Prediction Didn’t hold up
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.”
David Sacks Sep 9, 2020 ▶ 44:29 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Prediction Held up
Sacks predicts Washington regulatory push will eventually ban open-source AI
“In terms of the red capture agenda that you're seeing in Washington, I think where it's all leading to is an effort to ban open source models or open weight models.”
David Sacks May 29, 2026 ▶ 49:48 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Prediction Held up
Sacks: Federal forces will deploy to Memphis following governor's invitation
“In Memphis, they have been invited by the Republican governor to go in and help, and so they will.”
David Sacks Oct 10, 2025 ▶ 17:01 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Prediction Held up
Sacks predicts Trump administration will support federal preemption of AI laws
“So I think the administration ultimately will support this.”
David Sacks Oct 3, 2025 ▶ 1:23:13 Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
Prediction Held up
Sacks: Trial lawyers will use AI psychosis claims to sue tech companies
“And then the trial lawyers are going to love it because it gives them a new basis for suing all these companies.”
David Sacks Aug 15, 2025 ▶ 15:29 AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
Prediction Held up
Sacks: Lina Khan will not lead the FTC in a second Trump administration
“I don't think that Lena Khan is going to be running that agency in a second Trump administration”
David Sacks Jul 19, 2024 ▶ 1:11:13 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Prediction Didn’t hold up
Sacks predicts second Biden term will force Elon Musk to divest X
“So I think that in a second Biden term, they will open an investigation and just start ratcheting up the pressure on Elon to get rid of X, because that's clearly what they want.”
David Sacks Apr 26, 2024 ▶ 1:17:26 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Prediction Held up
Sacks predicts US strikes in Yemen will trigger war with Iran
“So I don't think this is going to have any impact other than to escalate the conflict in the Middle East and put us on a path to war with Iran, which is really where the neocons want to take us. You've heard, obviously, the warmongers like Lindsey Graham are c…”
David Sacks Jan 13, 2024 ▶ 2:06 E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
Prediction Held up
Sacks predicts a de-escalation avoiding an Israeli ground invasion is unlikely
“I personally think that that's still unlikely. And the main reason for that is I think Israel is determined to go in.”
David Sacks Oct 27, 2023 ▶ 37:31 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Prediction Held up
Sacks: Prosecutions will send Donald Trump to prison or the White House
“They're either gonna send Donald Trump to the big house or to the White House.”
David Sacks Aug 18, 2023 ▶ 1:19:42 E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
Prediction Held up
Sacks: Trump will win election subversion case if it reaches Supreme Court
“I think if he has to take the Supreme Court, he's going to win it because it's just a novel legal theory.”
David Sacks Aug 4, 2023 ▶ 1:25:17 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
Prediction Didn’t hold up
Sacks: Offshore stablecoin issuers must move onshore within three years
“They will have to come onshore as part of this bill in the next three years.”
David Sacks Jul 19, 2025 ▶ 47:09 Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Prediction Held up
Sacks: Law enforcement will use AI co-pilots to detect automated cybercrime
“So there will be new tools that law enforcement will be able to use. And if somebody is creating phishing sites at scale, they're going to be probably pretty easy for, you know, law enforcement AIs to detect. So let's not forget that there'll be co-pilots writ…”
David Sacks Apr 14, 2023 ▶ 1:08:00 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
Prediction Didn’t hold up
Sacks predicts Garland will drop Trump document prosecution
“I think Merrick Garland now is going to have to drop the prosecution against Trump for the stolen documents, or at least that part of what they're investigating him for.”
David Sacks Jan 13, 2023 ▶ 1:17:55 E111: Microsoft to invest $10B in OpenAI, generative AI hype, America's over-classification problem
Prediction Held up
Sacks: West Virginia Senate seat will go Republican when Manchin retires
“When Joe Manchin retires, that seat is going Republican.”
David Sacks Dec 10, 2022 ▶ 1:11:00 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Prediction Held up
Sacks doubts Congress will pass $2 trillion in spending cuts
“Are we gonna get two trillion in cuts like Elon wants? I would love that. I doubt you're gonna be able to pass that through Congress”
David Sacks Nov 8, 2024 ▶ 54:05 Trump wins! How it happened and what's next
Prediction Didn’t hold up
Sacks: AI chat will achieve promptless proactive assistance by GPT-5
“Well, that's where I want to go with it, is I call that promptless, which is I want the AI just to chime in when it determines that it has relevant information and can help the team, even if it hasn't been summoned yet. But we need some model improvement for t…”
David Sacks May 17, 2024 ▶ 38:24 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
Prediction Didn’t hold up
Sacks predicts TikTok will be shut down in US, not divested
“So I don't think they're going to be able to divest. I think they're just going to get shut down.”
David Sacks Apr 26, 2024 ▶ 1:12:39 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Prediction Didn’t hold up
Sacks: VC capital will be deployed much slower over 3-4 years
“Yes, there's a record amount of money venture capital has raised over the last, you know, couple of years, but it's going to be deployed much more slowly and carefully. Over the next, say, three or four years than it was over the previous few years.”
David Sacks Feb 4, 2023 ▶ 24:04 E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Prediction Didn’t hold up
Sacks: Democratic machine will likely back Eric Swalwell for California governor
“So probably the machine gets behind Swalwell. Even though it probably means a train wreck for the state, but we'll see.”
David Sacks Jan 31, 2026 ▶ 1:27:45 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Prediction Didn’t hold up
Sacks predicts AI will increase demand for knowledge workers
“As you may recall on the prediction show for this year, my most contrarian belief is that AI would increase demand for knowledge workers, not put them out of business.”
David Sacks Feb 13, 2026 ▶ 1:10 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Prediction Held up
Sacks: 2026 will see a major IPO boom creating trillions in market cap
“I think 2026 is going to be a big year for IPOs. I'm not going to say which ones. I think there's going to be a bunch of them, a bunch of successful ones, and I think we could see trillions of dollars of new market cap created of public companies.”
David Sacks Jan 10, 2026 ▶ 35:45 All-In's 2026 Predictions
Prediction Held up
Sacks: China will not deploy superior sub-2nm chip manufacturing next year
“Well, I don't think that's going to happen. Let's talk about that if it actually happens. I don't think it's going to.”
David Sacks Dec 19, 2025 ▶ 1:14:13 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Prediction Didn’t hold up
Sacks: Jimmy Kimmel Live will be canceled next year due to ratings
“I'm pretty sure that his show is not going to be back next year because it's got such low ratings.”
David Sacks Sep 27, 2025 ▶ 1:17:57 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
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