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 Alex Kantrowitz (38)M.G. Siegler (14)Ranjan Roy (6)Mustafa Suleyman (5)Aaron Levie (5)Yann LeCun (3)Tom Eggemeier (3)Stephen Morris (3)Peter Diamandis (3)Noland Arbaugh (3)Matthew Prince (3)Geoffrey Hinton (3)
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Closed calls (25) the full record →
Kantrowitz: AI platforms will inevitably use personal interaction data for targeted ads
“So will AIs build an amazing sort of profile of you based off of all the personal data and then use that for ads? Most certainly.”
Kantrowitz: Humans will violently attack and destroy humanoid robots
“Well, I think we will definitely have a war among people and humanoid robots. It's without a doubt. Even if the humanoid robots don't assemble into the army, people will knock these things out and they're already burning Waymos. People don't like robots. They …”
Kantrowitz: Humanoid robots will be programmed not to fight back
“I mean, they're not going to be programmed to fight back. Like all this alignment work is going to be done for them not to fight back.”
SpaceX will hold its initial public offering before OpenAI and Anthropic
“SpaceX will be the one that IPO is first out of this. I think we could both agree there.”
Anthropic will likely raise $50 billion at a $900 billion valuation
“I will note Anthropic is likely gonna raise at least one more round. It looks like they're gonna raise fifty billion dollars at a nine hundred billion free money valuation.”
Alex Kantrowitz predicts Elon Musk will fail to oust OpenAI leaders
“Now, I know Musk is trying to get Musk and Sam Altman, sorry, he's trying to get Sam Altman and Greg Brockman removed from the top of opening. I don't think that's going to happen.”
Kantrowitz: Meta's Open Source AI Strategy Is Definitely Done
“I think they're not going to, their open source strategy is definitely done.”
Kantrowitz: OpenAI Will Cut Prices to Leverage Infrastructure Scale Against Anthropic
“I think they will. I mean, I think that there's, if you think about it strategically, right? Anthropic has been winning. It's also, it's like part of this is about lifetime value, right? Anthropic has been winning over a lot of these enterprise customers with …”
Kantrowitz: OpenAI Models Are Coming to Google Cloud Platform Soon
“And I anticipate, and you know, given my conversations that I've had with Thomas Curry and the head of Google cloud platform, that it will come to Google fairly soon as well. He wants it there.”
Kantrowitz: Tim Cook will likely step down as Apple CEO in 2026
“This is the last year, I think, for Tim Cook. Just, you know, not based off of any, anything more than reading the reports, but I think he's done.”
Kantrowitz: Apple targets smart glasses launch by end of 2026
“Apple is going to release its smart glasses targeted at the end of next year.”
Kantrowitz predicts OpenAI will lose its AI market leadership position
“My first prediction is that OpenAI, which is the leader in the field today, is going to lose the throne. That's right. OpenAI will lose the throne. It will still factor in, but it's not going to be the leader in the field that it is today.”
Kantrowitz: The Pentagon's supply chain ban on Anthropic will never take effect
“I will give my hot take here, which is that This supply chain risk threat is never never manifests. Just never takes that takes effect.”
Kantrowitz: Google Cloud Will Sell OpenAI Models Within Months
“I think Google Cloud is going to start selling open AI models within the next couple of months based off of, you know, just kind of a hunch, right? So they're going to be the infrastructure layer that enables all three big models.”
Kantrowitz: ChatGPT will reach one billion users by April 2026
“ChatGPT hits a billion users, and we know it's at eight hundred million now. I expect that it will hit a billion by April next year at the latest, and I think that's a real moment, I think, for AI and OpenAI in general.”
Kantrowitz: ChatGPT On Track for One Billion Users by Late March
“Definitely on track for a billion by mid, mid to late March.”
Kantrowitz: Tim Cook will announce departure on Apple Q1 earnings call
“Tim Cook announces on first quarter conference call that he's leaving the company at the end of the year.”
Kantrowitz: Tim Cook could step down as Apple CEO in early 2026
“But between that departure and this mega byline story in the FT I could see Tim Cook realistically leaving in Q one in 20, 26. I think that's a real thing.”
Kantrowitz: Temu and Shein will face US regulatory action or ban
“I think that Timu and Sheehan are going to face some action, whether it is those higher taxes, and I would not be, or a ban, and I would not be surprised by a ban.”
Kantrowitz: ChatGPT Pacing to Hit 800M to 900M Weekly Users in 2025
“This year, it's on track to hit eight hundred million weekly users by the end of the year, maybe even more, maybe nine hundred million.”
Kantrowitz: Big Tech will not pull back AI CapEx, spending over $300B
“The capex pullback. I don't see it happening. We have big tech that's going to spend three hundred billion on capex this year plus. Much of that is going to AI, open AI, there's rumors now that, or reports, really, that they're about to raise forty billion dol…”
Kantrowitz: OpenAI is unlikely to release GPT-5 in 2025 or ever
“Again, I doubt we're seeing GPT-V this year, or maybe ever.”