| 30% | “30%” | Bates: 30% of consumers will leave a brand after one bad experience | Tony Bates | Sep 11, 2026 | Partly supported |
| 21% | “21%” | Kantrowitz: Motorola folding phone launch drove 21% sales surge and 17% higher ASP | Alex Kantrowitz | Sep 9, 2026 | Partly supported |
| 17% | “17%” | Kantrowitz: Motorola folding phone launch drove 21% sales surge and 17% higher ASP | Alex Kantrowitz | Sep 9, 2026 | Partly supported |
| 6% | “six percent” | Kantrowitz: Samsung's 2021 foldable push grew sales 6% and revenue 11% | Alex Kantrowitz | Sep 9, 2026 | Supported |
| 11% | “11%” | Kantrowitz: Samsung's 2021 foldable push grew sales 6% and revenue 11% | Alex Kantrowitz | Sep 9, 2026 | Supported |
| 2T | “two trillion” | Roy: Doubts over competitive lead could harm Anthropic's two trillion dollar IPO | Ranjan Roy | Sep 7, 2026 | — |
| 80% | “80%” | Kantrowitz: Greg Brockman previously said OpenAI was 80% toward AGI | Alex Kantrowitz | Sep 7, 2026 | — |
| 1.5B | “half a billion” | Prince: Cloudflare Handles 500M Transactions Per Second vs Visa's 20,000 | Matthew Prince | Sep 2, 2026 | Supported |
| 100M | “a hundred million” | Prince: AI micropayments must scale beyond 100 million transactions per second | Matthew Prince | Sep 2, 2026 | — |
| 10% | “10%” | Prince: AI micropayments must scale beyond 100 million transactions per second | Matthew Prince | Sep 2, 2026 | — |
| 2× | “two times” | Prince: Google Crawls 2x More Web Content Than OpenAI | Matthew Prince | Sep 2, 2026 | Partly supported |
| 4× | “four times” | Prince: Google Crawls 2x More Web Content Than OpenAI | Matthew Prince | Sep 2, 2026 | Partly supported |
| 5× | “five times” | Prince: Google Crawls 2x More Web Content Than OpenAI | Matthew Prince | Sep 2, 2026 | Partly supported |
| 1K | “a thousand” | Prince: Automated Web Traffic Will Be 1,000x Human Traffic Within Five Years | Matthew Prince | Sep 2, 2026 | Open |
| 40× | “40 times” | Prince: Universal containerized AI agents require 40x global annual CPU production | Matthew Prince | Sep 2, 2026 | — |
| 60% | “60%” | Retail 'Ants' Drive Majority of South Korea's Stock Trading Volume | Alex Kantrowitz | Aug 31, 2026 | Supported |
| 70% | “70%” | Retail 'Ants' Drive Majority of South Korea's Stock Trading Volume | Alex Kantrowitz | Aug 31, 2026 | Supported |
| 1.5T | “1.5 trillion” | Kantrowitz: Meta Laying Off Workers to Fund AI Compute Is Unjustified | Alex Kantrowitz | Aug 31, 2026 | — |
| 3T | “a two trillion” | Roy: Anthropic Must Destroy Salesforce to Justify a $2 Trillion Valuation | Ranjan Roy | Aug 31, 2026 | — |
| $20M | “twenty million dollars” | Brown: Enterprise customers will stop tolerating AI hallucinations within a year | Campbell Brown | Aug 26, 2026 | — |
| $3T | “three trillion dollars” | Kantrowitz: Top tech companies hold $3T in off-balance sheet AI commitments | Alex Kantrowitz | Aug 24, 2026 | Supported |
| 600B | “six hundred billion” | Kantrowitz: Top tech companies hold $3T in off-balance sheet AI commitments | Alex Kantrowitz | Aug 24, 2026 | Supported |
| 27B | “twenty-seven billion” | Kantrowitz: $27B in debt financing Meta's Hyperion project is off-balance sheet | Alex Kantrowitz | Aug 24, 2026 | Supported |
| 50% | “50%” | Kedrosky: Over 50% of data center funding is external financing as of Q2 2026 | Paul Kedrosky | Aug 12, 2026 | Supported |
| 1T | “a trillion” | Kedrosky: AI infrastructure models based on labor TAM are ridiculous and speculative | Paul Kedrosky | Aug 12, 2026 | — |
| $12T | “12 trillion dollars” | Kedrosky: AI infrastructure models based on labor TAM are ridiculous and speculative | Paul Kedrosky | Aug 12, 2026 | — |
| 20% | “20%” | Kedrosky: AI infrastructure models based on labor TAM are ridiculous and speculative | Paul Kedrosky | Aug 12, 2026 | — |
| 80% | “80%” | Kedrosky: AI Token Prices Fall 70-80% YoY on Constant Performance | Paul Kedrosky | Aug 12, 2026 | Supported |
| 100M | “a hundred million” | Kedrosky: Token demand is unlikely to achieve 100M-fold growth in 6 years | Paul Kedrosky | Aug 12, 2026 | Open |
| $100B | “a hundred billion dollars” | Kedrosky: Sovereign funds filter investments by check size rather than economic value | Paul Kedrosky | Aug 12, 2026 | — |
| 101B | “a hundred one billion” | Kedrosky: Sovereign funds filter investments by check size rather than economic value | Paul Kedrosky | Aug 12, 2026 | — |
| 350M | “three hundred fifty million” | Kantrowitz: Cribl Has 1,200 Employees and $350 Million in ARR | Alex Kantrowitz | Aug 11, 2026 | Supported |
| 100% | “100%” | Sharp: AI model providers will launch competing telemetry products within 18 months | Clint Sharp | Aug 11, 2026 | Open |
| 50% | “50%” | Kantrowitz: Chips Account for 50% of Data Center Buildout Costs | Alex Kantrowitz | Aug 10, 2026 | Supported |
| $3T | “three trillion dollars” | Cahn: AI infrastructure needs $3T in payback since ChatGPT launch | David Cahn | Aug 5, 2026 | — |
| 99% | “99%” | Cahn: Humans will do only 1% of cognitive work in 50 years | David Cahn | Aug 5, 2026 | — |
| 1% | “one percent” | Cahn: Humans will do only 1% of cognitive work in 50 years | David Cahn | Aug 5, 2026 | — |
| 100B | “a hundred billion” | Cahn: OpenAI and Anthropic generate over $100B in combined revenue | David Cahn | Aug 5, 2026 | Supported |
| $200B | “two hundred billion dollars” | Cahn: Spending $200B a year on AI CapEx without new business lines is unsustainable | David Cahn | Aug 5, 2026 | — |
| 20% | “20%” | Cahn: Microsoft wins whether frontier AI models succeed or commoditize | David Cahn | Aug 5, 2026 | — |
| $20B | “twenty billion dollars” | Kantrowitz: Leopold Aschenbrenner's $20B Fund Blew Up and Sold to Citadel | Alex Kantrowitz | Aug 3, 2026 | Supported |
| $5B | “five billion dollars” | Kantrowitz: Nvidia Invested $5B Into Ilya Sutskever's Safe Superintelligence | Alex Kantrowitz | Aug 3, 2026 | Supported |
| 60% | “60%” | Beck: 60% of data center projects are delayed due to resource bottlenecks | Christophe Beck | Aug 3, 2026 | Supported |
| 97% | “97%” | Beck: 95% to 97% of existing data centers use air cooling | Christophe Beck | Aug 3, 2026 | Partly supported |
| 1M | “a million” | Beck: Semiconductor water is a million times purer than used in pharmaceuticals | Christophe Beck | Aug 3, 2026 | Supported |
| 60% | “60%” | Beck: Compute consumes roughly 60% of data center power, cooling takes 40% | Christophe Beck | Aug 3, 2026 | Supported |
| 40% | “40%” | Beck: Compute consumes roughly 60% of data center power, cooling takes 40% | Christophe Beck | Aug 3, 2026 | Supported |
| 50% | “50%” | Beck: Data center construction jumped from one yearly pre-COVID to one weekly | Christophe Beck | Aug 3, 2026 | Partly supported |
| 30% | “30%” | Beck: Data center construction jumped from one yearly pre-COVID to one weekly | Christophe Beck | Aug 3, 2026 | Partly supported |
| 20% | “20%” | Beck: Data center construction jumped from one yearly pre-COVID to one weekly | Christophe Beck | Aug 3, 2026 | Partly supported |
| 56% | “56%” | Beck: Global Water Demand Had a 56% Supply Gap Before AI | Christophe Beck | Aug 3, 2026 | Supported |
| 50% | “50%” | Shao: 40% to 50% of Leading AI Researchers Are of Chinese Descent | Grace Shao | Jul 29, 2026 | Supported |
| 1B | “one billion” | Shao: MiniMax AI Projected to Reach $1.2 Billion ARR by Year-End | Grace Shao | Jul 29, 2026 | Open |
| 1.2B | “1.2 billion” | Shao: MiniMax AI Projected to Reach $1.2 Billion ARR by Year-End | Grace Shao | Jul 29, 2026 | Open |
| 1T | “a trillion” | Kantrowitz: Selling Raw AI Intelligence Alone Won't Build Trillion-Dollar Companies | Alex Kantrowitz | Jul 29, 2026 | Open |
| 50% | “50%” | Shao: Chinese robot hardware is at least 50% cheaper than elsewhere | Grace Shao | Jul 29, 2026 | Supported |
| 37% | “37%” | Antani: AI Models Trigger Cyber Decoys 92% Of The Time Versus Humans | Snehal Antani | Jul 29, 2026 | Supported |
| 92% | “92%” | Antani: AI Models Trigger Cyber Decoys 92% Of The Time Versus Humans | Snehal Antani | Jul 29, 2026 | Supported |
| 50% | “50%” | Antani: 50% of CISA known exploited vulnerabilities remain unpatched after two months | Snehal Antani | Jul 29, 2026 | Supported |
| 86% | “86%” | Antani: 86% of Claude Code tokens are spent fixing its own errors | Snehal Antani | Jul 29, 2026 | Contradicted |
| 200B | “two hundred billion” | Kantrowitz: Google fell 8% after raising CapEx past $200B | Alex Kantrowitz | Jul 27, 2026 | Supported |
| 8% | “eight percent” | Kantrowitz: Google fell 8% after raising CapEx past $200B | Alex Kantrowitz | Jul 27, 2026 | Supported |
| 65% | “65%” | Roy: Oracle has dropped 65% from September 2025 peak | Ranjan Roy | Jul 27, 2026 | Supported |
| 88.6B | “88.6 billion” | Roy: Meta capex figures exclude $46B in Hyperion SPV debt exposure | Ranjan Roy | Jul 27, 2026 | Contradicted |
| $46B | “forty six billion dollars” | Roy: Meta capex figures exclude $46B in Hyperion SPV debt exposure | Ranjan Roy | Jul 27, 2026 | Contradicted |
| 5% | “five percent” | Roy: SpaceX floated under 5% of shares in its IPO | Ranjan Roy | Jul 27, 2026 | Supported |
| 40% | “40%” | Roy: Kimi K3 is 40% cheaper than GPT-5.6 and 70% cheaper than Fable | Ranjan Roy | Jul 20, 2026 | Supported |
| 70% | “70%” | Roy: Kimi K3 is 40% cheaper than GPT-5.6 and 70% cheaper than Fable | Ranjan Roy | Jul 20, 2026 | Supported |
| $270M | “two hundred seventy million dollars” | Khoshniyati: Major Retailer Lost $270M Annually Due to 37-Minute Pallet Delays | Amir Khoshniyati | Jul 20, 2026 | — |
| 1K | “one thousand” | Schmidhuber: Trillion-Dollar AI GPU CapEx Will Lose $900B Within Five Years | Jürgen Schmidhuber | Jul 15, 2026 | — |
| $900B | “nine hundred billion dollars” | Schmidhuber: Trillion-Dollar AI GPU CapEx Will Lose $900B Within Five Years | Jürgen Schmidhuber | Jul 15, 2026 | — |
| 50% | “50%” | Gardizy: Around 50% of AI data center projects will miss completion deadlines | Anissa Gardizy | Jul 10, 2026 | — |
| 100% | “hundred percent” | Bosworth: Meta's AI focus is 100% on consumer use cases | Andrew Bosworth | Jul 8, 2026 | — |
| 230M | “two hundred thirty million” | Brockman: 230 million people use ChatGPT weekly for health queries | Greg Brockman | Jul 1, 2026 | — |
| 2× | “two times” | OpenAI GPT-5.6 Matches Anthropic Mythos on Exploit Bench at Double Efficiency | Alex Kantrowitz | Jun 29, 2026 | Supported |
| $85B | “eighty-five billion dollars” | SpaceX Raised Over $85 Billion in Largest IPO Ever | Alex Kantrowitz | Jun 29, 2026 | Supported |
| 2.8T | “a 1.77 trillion” | SpaceX Raised Over $85 Billion in Largest IPO Ever | Alex Kantrowitz | Jun 29, 2026 | Supported |
| 34M | “thirty-four million” | Audit Finds $1.7M in Mistaken AI Overcharges, Mostly From Anthropic | Alex Kantrowitz | Jun 29, 2026 | Supported |
| 1.7M | “1.7 million” | Audit Finds $1.7M in Mistaken AI Overcharges, Mostly From Anthropic | Alex Kantrowitz | Jun 29, 2026 | Supported |
| $19.7B | “an 18.7 billion dollars” | SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion | Ranjan Roy | Jun 29, 2026 | Supported |
| $750B | “seven hundred fifty billion dollars” | SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion | Ranjan Roy | Jun 29, 2026 | Supported |
| $4B | “four billion dollars” | SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion | Ranjan Roy | Jun 29, 2026 | Supported |
| 84.9% | “84.9%” | Micron Achieved 84.9% Gross Margin Compared to Apple's 49.3% | Alex Kantrowitz | Jun 29, 2026 | Supported |
| 49.3% | “49.3%” | Micron Achieved 84.9% Gross Margin Compared to Apple's 49.3% | Alex Kantrowitz | Jun 29, 2026 | Supported |
| 20% | “20%” | Memory Cost Increases Do Not Justify Apple's 20% Device Price Hikes | Alex Kantrowitz | Jun 29, 2026 | — |
| 65% | “65%” | Premium iPhone Prices Increased 65% Over the Past Seven Years | Ranjan Roy | Jun 29, 2026 | Partly supported |
| 1K | “a thousand” | Anthropic's Glasswing participants found 10,000 security bugs but fixed only 1,000 | Alex Stamos | Jun 28, 2026 | Partly supported |
| 70% | “70%” | Claude Opus 4.8 will catch 70% of important cybersecurity bugs | Alex Stamos | Jun 28, 2026 | — |
| 1B | “one billion” | Kantrowitz: ChatGPT Reached One Billion Active Users | Alex Kantrowitz | Jun 26, 2026 | Supported |
| 6T | “a five trillion” | Kantrowitz: Nvidia Has Reached a $5 Trillion Market Cap | Alex Kantrowitz | Jun 26, 2026 | Supported |
| 22B | “twenty two billion” | Kantrowitz: OpenAI Recently Raised $122 Billion | Alex Kantrowitz | Jun 26, 2026 | Supported |
| 4× | “four times” | Kantrowitz: OpenAI Recently Raised $122 Billion | Alex Kantrowitz | Jun 26, 2026 | Supported |
| $700B | “seven hundred billion dollars” | Kantrowitz: Tech Capex Will Hit $700 Billion This Year | Alex Kantrowitz | Jun 26, 2026 | Open |
| $50B | “fifty billion dollars” | Kantrowitz: OpenAI and Anthropic head toward trillion-dollar IPOs within next year | Alex Kantrowitz | Jun 26, 2026 | Open |
| 6M | “5010 1020 thousand” | Levie: Box's latest AI agents use up to 5 million tokens | Aaron Levie | Jun 26, 2026 | — |
| 1M | “a million” | Levie: Box's latest AI agents use up to 5 million tokens | Aaron Levie | Jun 26, 2026 | — |
| 5M | “five million” | Levie: Box's latest AI agents use up to 5 million tokens | Aaron Levie | Jun 26, 2026 | — |
| 100% | “hundred percent” | Dolan: PwC control plane technology routes enterprise tasks to cheaper models | Dallas Dolen | Jun 26, 2026 | — |
| 100% | “100%” | Roy: Google will put ads in Gemini; Anthropic will not | Ranjan Roy | Jun 26, 2026 | Open |
| 1K | “a thousand” | Stamos: Glasswing found 10,000 bugs but only fixed 1,000 | Alex Stamos | Jun 26, 2026 | — |
| 70% | “70%” | Stamos: Running Opus 4.8 will catch 70% of critical bugs | Alex Stamos | Jun 26, 2026 | — |
| 230M | “two hundred thirty million” | Brockman: About 230M People Use ChatGPT for Health Queries Weekly | Greg Brockman | Jun 26, 2026 | — |
| 2× | “two X” | Krieger: Data gravity prevents users from switching to 2x better AI apps. | Mike Krieger | Jun 25, 2026 | — |
| 100% | “100%” | Roy: Google Gemini will monetize via ads, but Anthropic will avoid them | Ranjan Roy | Jun 22, 2026 | Open |
| 41% | “41%” | Anthropic Has Surpassed OpenAI In Enterprise Adoption At 41% Vs 39.5% | Ara Kharazian | Jun 17, 2026 | Supported |
| 39.5% | “39.5%” | Anthropic Has Surpassed OpenAI In Enterprise Adoption At 41% Vs 39.5% | Ara Kharazian | Jun 17, 2026 | Supported |
| 15× | “15 X” | Enterprise Spend On AI Tokens Surged 15x Over 16 Months | Ara Kharazian | Jun 17, 2026 | Partly supported |
| 25% | “25%” | Top AI Spenders Dedicate Only 2% Of Non-Payroll Budgets To AI | Ara Kharazian | Jun 17, 2026 | Supported |
| 2% | “two percent” | Top AI Spenders Dedicate Only 2% Of Non-Payroll Budgets To AI | Ara Kharazian | Jun 17, 2026 | Supported |
| 1% | “one percent” | Top AI Spenders Dedicate Only 2% Of Non-Payroll Budgets To AI | Ara Kharazian | Jun 17, 2026 | Supported |
| 54% | “54%” | Over Half Of Ramp Businesses Now Pay For AI Services | Ara Kharazian | Jun 17, 2026 | Supported |
| 1% | “one percent” | Top 1% Of Enterprise AI Spenders Average Eight Distinct Vendors | Ara Kharazian | Jun 17, 2026 | Supported |
| 1% | “one percent” | The Median Enterprise Spends Only $11 Monthly On AI Software | Ara Kharazian | Jun 17, 2026 | Supported |
| 5% | “five percent” | Only 5% Of Ramp Enterprises Use Open-Source AI Platforms | Ara Kharazian | Jun 17, 2026 | Supported |
| 1% | “one percent” | Only 5% Of Ramp Enterprises Use Open-Source AI Platforms | Ara Kharazian | Jun 17, 2026 | Supported |
| 5× | “five x” | Only 5% Of Ramp Enterprises Use Open-Source AI Platforms | Ara Kharazian | Jun 17, 2026 | Supported |
| 4% | “4%” | DeepSeek's Enterprise Growth Spike Unlikely To Withstand Rival Price Cuts | Ara Kharazian | Jun 17, 2026 | — |
| 80% | “80%” | Token Usage Drives 80% Of OpenAI And Anthropic Enterprise Revenue | Ara Kharazian | Jun 17, 2026 | Partly supported |
| 75% | “75%” | Seat-Based Contracts Still Represent Up To 75% Of Software Spend | Ara Kharazian | Jun 17, 2026 | — |
| 5% | “five percent” | Seat-Based Contracts Still Represent Up To 75% Of Software Spend | Ara Kharazian | Jun 17, 2026 | — |
| 1% | “a percent” | Metered AI Credit Usage Accounts For Only 0.5% Of Adobe's Revenue | Ara Kharazian | Jun 17, 2026 | — |
| 90% | “90%” | Ghai: 90% of Global 2000 enterprise data is unstructured | Jitesh Gai | Jun 16, 2026 | Supported |
| 2,090% | “2090%” | Ghai: 90% of Global 2000 enterprise data is unstructured | Jitesh Gai | Jun 16, 2026 | Supported |
| 90% | “90%” | Srinivasa: 80% to 90% of Erie Insurance's data is unstructured | Partha Srinivasa | Jun 16, 2026 | — |
| 16B | “a fifteen billion” | Kantrowitz: SpaceX Signed $15B Anthropic and $30B Google Data Center Deals | Alex Kantrowitz | Jun 15, 2026 | Supported |
| 31B | “a thirty billion” | Kantrowitz: SpaceX Signed $15B Anthropic and $30B Google Data Center Deals | Alex Kantrowitz | Jun 15, 2026 | Supported |
| 4.3% | “4.3%” | Roy: SpaceX IPO Launched with Only a 4.3% Public Float | Ranjan Roy | Jun 15, 2026 | Supported |
| 3.2T | “a 2.2 trillion” | SpaceX lacks earnings to justify its $2.2 trillion valuation for years | Alex Kantrowitz | Jun 15, 2026 | — |
| 20% | “20%” | Kantrowitz: Over 20% of SpaceX IPO allocation went to retail investors | Alex Kantrowitz | Jun 15, 2026 | Supported |
| $550M | “five hundred fifty million dollars” | Roy: Investment banks earned record $550M in fees for SpaceX IPO | Ranjan Roy | Jun 15, 2026 | Partly supported |
| 20% | “20%” | Himel: Wearers reject poorly styled devices even if 20% more functional | Alex Himel | Jun 11, 2026 | — |
| 1T | “a trillion” | Hinton: Digital AI's weight-sharing makes it a superior form of intelligence | Geoffrey Hinton | Jun 4, 2026 | — |
| 1B | “a billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 3B | “three billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 4B | “four billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 5B | “five billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 7B | “seven billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 10B | “ten billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 30B | “thirty billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 47B | “forty seven billion” | Anthropic's annualized revenue surged to $14 billion by February 2026 | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 18% | “18%” | Intelligence AI: Only 18% of AI coding token spend yields shipped products | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 80% | “80%” | Roy: Chunking Agent Context Into JSON Drops Token Use 70-80% | Ranjan Roy | Jun 2, 2026 | — |
| $62.6B | “62.6 billion dollars” | Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups | Ranjan Roy | Jun 2, 2026 | Supported |
| 28.7B | “28.7 billion” | Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups | Ranjan Roy | Jun 2, 2026 | Supported |
| 30.3B | “30.3 billion” | Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups | Ranjan Roy | Jun 2, 2026 | Supported |
| 16.8B | “16.8 billion” | Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups | Ranjan Roy | Jun 2, 2026 | Supported |
| 627B | “six hundred twenty seven billion” | Kantrowitz: Microsoft and Oracle Pipelines Heavily Depend on OpenAI Commitments | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 53B | “fifty three billion” | Kantrowitz: Microsoft and Oracle Pipelines Heavily Depend on OpenAI Commitments | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 49% | “49%” | Kantrowitz: Microsoft and Oracle Pipelines Heavily Depend on OpenAI Commitments | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 54% | “54%” | Kantrowitz: Microsoft and Oracle Pipelines Heavily Depend on OpenAI Commitments | Alex Kantrowitz | Jun 2, 2026 | Supported |
| $1T | “a trillion dollars” | Kantrowitz: Top Three Memory Chip Makers Surpass World's Largest Oil Companies | Alex Kantrowitz | Jun 2, 2026 | Supported |
| $1.8T | “1.8 trillion dollars” | Kantrowitz: Top Three Memory Chip Makers Surpass World's Largest Oil Companies | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 22% | “22%” | Kantrowitz: Top Three Memory Chip Makers Surpass World's Largest Oil Companies | Alex Kantrowitz | Jun 2, 2026 | Supported |
| $65B | “sixty-five billion dollars” | Kantrowitz: Anthropic Raised $65B at a $900B Pre-Money Valuation | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 900B | “nine hundred billion” | Kantrowitz: Anthropic Raised $65B at a $900B Pre-Money Valuation | Alex Kantrowitz | Jun 2, 2026 | Supported |
| 20% | “20%” | Costolo: Founders going public must prepare teams for baseless 15-20% stock swings | Dick Costolo | May 27, 2026 | — |
| $2T | “two trillion dollars” | Costolo: SpaceX could be worth over $2T on day one | Dick Costolo | May 27, 2026 | Held up |
| $1T | “a trillion dollars” | Costolo: OpenAI commitments exceed $1T without revenue to back them | Dick Costolo | May 27, 2026 | — |
| 8% | “eight percent” | Costolo: Mega-cap IPO distributions will reignite early-stage VC fundraising | Dick Costolo | May 27, 2026 | — |
| 15% | “15%” | Costolo: Mega-cap IPO distributions will reignite early-stage VC fundraising | Dick Costolo | May 27, 2026 | — |
| 100× | “100 times” | Costolo: Small AI startups like Granola vastly outperform Apple Siri | Dick Costolo | May 27, 2026 | — |
| 1K | “a thousand” | Costolo: Meta's rolling layoffs are surprising given Zuckerberg's strategic sharpness | Dick Costolo | May 27, 2026 | — |
| 99% | “99%” | ServiceNow reports AI reduces IT support resolution times by up to 99% | Joe Davis | May 26, 2026 | — |
| 90% | “90%” | ServiceNow automated 90 percent of its internal IT support requests this year | Joe Davis | May 26, 2026 | — |
| 5.7B | “5.7 billion” | Kantrowitz: OpenAI generated $5.7B in Q1 revenue, beating Anthropic by $1B | Alex Kantrowitz | May 25, 2026 | Supported |
| 1B | “one billion” | Kantrowitz: OpenAI generated $5.7B in Q1 revenue, beating Anthropic by $1B | Alex Kantrowitz | May 25, 2026 | Supported |
| 122% | “122%” | Kantrowitz: OpenAI reported a -122% adjusted operating margin in Q1 | Alex Kantrowitz | May 25, 2026 | Supported |
| 10.9B | “10.9 billion” | Kantrowitz: WSJ reports Anthropic will generate $10.9B in Q2, reaching profitability | Alex Kantrowitz | May 25, 2026 | Supported |
| $80B | “eighty billion dollars” | Roy: SpaceX is targeting a $40B to $80B IPO raise | Ranjan Roy | May 25, 2026 | Supported |
| 10.9B | “10.9 billion” | Roy: Anthropic's projected $10.9B Q2 revenue is overly ambitious | Ranjan Roy | May 25, 2026 | — |
| $1.3B | “1.25 billion dollars” | Roy: SpaceX S-1 shows Anthropic committed to $1.25B monthly spend | Ranjan Roy | May 25, 2026 | Supported |
| 905M | “nine hundred five million” | Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target | Alex Kantrowitz | May 25, 2026 | Supported |
| 920M | “nine hundred twenty million” | Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target | Alex Kantrowitz | May 25, 2026 | Supported |
| 1B | “a billion” | Kantrowitz: OpenAI Averaged 905M WAU, Missing 1B Year-End Target | Alex Kantrowitz | May 25, 2026 | Supported |
| 9.7T | “9.7 trillion” | Kantrowitz: Google Token Volume Grew to 3.2 Quadrillion Monthly | Alex Kantrowitz | May 25, 2026 | Supported |
| 4.3B | “4.28 billion” | Kantrowitz: SpaceX lost $4.28B on $4.69B Q1 revenue | Alex Kantrowitz | May 25, 2026 | Supported |
| 4.7B | “4.69 billion” | Kantrowitz: SpaceX lost $4.28B on $4.69B Q1 revenue | Alex Kantrowitz | May 25, 2026 | Supported |
| 528M | “five hundred twenty eight million” | Kantrowitz: SpaceX lost $4.28B on $4.69B Q1 revenue | Alex Kantrowitz | May 25, 2026 | Supported |
| 4B | “four billion” | Kantrowitz: SpaceX lost $4.28B on $4.69B Q1 revenue | Alex Kantrowitz | May 25, 2026 | Supported |
| 3× | “three times” | Kantrowitz: YouGov poll finds AI viewed as net negative 3 to 1 | Alex Kantrowitz | May 22, 2026 | Supported |
| 60% | “60%” | Plouffe: Roughly 60% of Americans use LLMs for health research | David Plouffe | May 22, 2026 | Contradicted |
| 250% | “250%” | Anthropic Engineers Increased Code Output by Hundreds of Percent With Claude Code | Boris Cherny | May 20, 2026 | — |
| 100% | “hundred percent” | Cherny: Claude Code and Claude Cowork Were Entirely Written by Claude Code | Boris Cherny | May 20, 2026 | — |
| 100% | “hundred percent” | Cherny: Half of YC Founders Write Entire Codebases Using Claude Code | Boris Cherny | May 20, 2026 | — |
| 27% | “27%” | Kantrowitz: Microsoft squandered its massive OpenAI competitive advantage | Alex Kantrowitz | May 18, 2026 | — |
| 40% | “40%” | Kantrowitz: Azure grows 40% quarterly while Google Cloud grows 62% | Alex Kantrowitz | May 18, 2026 | Supported |
| 62% | “62%” | Kantrowitz: Azure grows 40% quarterly while Google Cloud grows 62% | Alex Kantrowitz | May 18, 2026 | Supported |
| 3× | “three X” | Kantrowitz: OpenAI's private valuation stalled over eight months while Anthropic tripled | Alex Kantrowitz | May 18, 2026 | Partly supported |
| 95% | “95%” | Romack: ServiceNow has achieved 95% internal AI adoption | Kellie Romack | May 18, 2026 | — |
| 90% | “90%” | Romack: AI resolves 90% of ServiceNow's internal IT tickets autonomously | Kellie Romack | May 18, 2026 | — |
| 85% | “85%” | Romack: ServiceNow redeployed 85% of IT desk staff to higher-value roles | Kellie Romack | May 18, 2026 | — |
| 15% | “15%” | Romack: ServiceNow redeployed 85% of IT desk staff to higher-value roles | Kellie Romack | May 18, 2026 | — |
| 91% | “91%” | Romack: 91% of ServiceNow customer support is handled via self-service and AI | Kellie Romack | May 18, 2026 | — |
| 40% | “40%” | Dolen: 40% of Google Cloud Next attendees would pay 5x for AI | Dallas Dolen | May 15, 2026 | — |
| 5× | “five times” | Dolen: 40% of Google Cloud Next attendees would pay 5x for AI | Dallas Dolen | May 15, 2026 | — |
| 100% | “hundred percent” | Dolen: Enterprises can now use AI agents to automate back-office finance tasks | Dallas Dolen | May 15, 2026 | — |
| 6B | “six billion” | SpaceX data center leased to Anthropic cost $5B to $6B in GPUs | Alex Kantrowitz | May 11, 2026 | — |
| $50B | “fifty billion dollars” | Anthropic will likely raise $50 billion at a $900 billion valuation | Alex Kantrowitz | May 11, 2026 | Held up |
| 1T | “a nine hundred billion” | Anthropic will likely raise $50 billion at a $900 billion valuation | Alex Kantrowitz | May 11, 2026 | Held up |
| 90B | “ninety billion” | Kantrowitz: ServiceNow has $90B+ market cap and 90% Fortune 500 penetration | Alex Kantrowitz | May 8, 2026 | Supported |
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