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The Calls

⏳ Open 📼 The record

Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.

2held up → 0didn’t hold up → 0partly held up →
100%of resolved predictions held up
Everyone Brad Gerstner (19)Bill Gurley (6)Sam Altman (3)Jensen Huang (3)Ali Ghodsi (2)Gavin Baker (1)Elon Musk (1)Dylan Patel (1)Andrew Fox (1)
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The record (2) every resolved claim →

Prediction Held up
Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliers
“The plans for hyperscalers are pretty firm on, they're gonna spend a crap load more next year, right? And therefore, the ecosystem of networking players, of ASIC vendors, of systems vendors is gonna do well, whether it be NVIDIA or Marvell or Broadcom or AMD o…”
Dylan Patel Dec 23, 2024 ▶ 1:21:20 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Prediction Held up
Patel: Google and Anthropic will both release reasoning models soon
“There's a Google model that is doing reasoning right now, and it's not released yet, but it's gonna be released soon enough, right? Anthropic is going to release a reasoning model.”
Dylan Patel Dec 23, 2024 ▶ 52:27 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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