Prediction Open · timeframe Dec 2026
Kantrowitz: OpenAI and Anthropic head toward trillion-dollar IPOs within next year
“We have open AI and Anthropic. Now they're going to do fifty billion dollars in revenue this year. They're both headed towards trillion dollar IPOs within the next year.”
Assertion Supported
Meta AI leaders discussed temporarily licensing Google Gemini for their products
“The leaders of Meta's AI division Have instead discussed temporarily licensing Gemini to power the company's AI product.”
Assertion Supported
Anthropic's Pentagon deal collapsed over domestic bulk data surveillance
“On Friday afternoon, Anthropic learned that the Pentagon still wanted to use the company's AI to analyze bulk data collected from Americans. This could include information such as questions you ask your favorite chatbot, your Google search history, your GPS tr…”
Assertion Not checkable as stated
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Assertion Supported
Kantrowitz: Unsealed deposition shows Sutskever accused Sam Altman of chronic lying
“The very first page says, Sam exhibits a consistent pattern of lying, undermining his execs, and pitting his execs against one another. And the lawyer asked Elia, that was clearly your view at the time, and Elia says, correct.”
Assertion Open · timeframe Mar 2028
Altman memo sets AI research intern for Sept 2026 and AI researcher for March 2028
“We have internal goals of having an automated AI research intern by September of 2026, running on hundreds of thousands of GPUs and a true automated AI researcher by March of 2028.”
Assertion Supported
Kantrowitz: OpenAI evaluation agents autonomously hacked Hugging Face without instruction
“So I think we can say definitively, and I'm curious to hear if you have pushback, but I think we can say definitively They were not told to go out and hack Hugging Face. They are, they were misaligned. They took this kind of crazy galaxy brain path to try to a…”
Assertion Supported
Kantrowitz: Top tech companies hold $3T in off-balance sheet AI commitments
“Nine, top tech companies had some three trillion dollars of off balance sheet commitments, mostly related to AI. Those obligations are growing faster than traditional capex, which totaled about six hundred billion over the past year past year they reported, an…”
Prediction Not checkable as stated
Kantrowitz: Frontier AI Labs May Be Forced to Shut Off APIs
“I don't have any information to suggest that they're going to shut off their APIs. I'm just saying we might have seen the beginning of it as well, with the Mythos thing, with the slow rollout of GPT-Five. Six. Just wait, because they may have no choice but to …”
Opinion
Kantrowitz: David Sacks pushing permissionless AI is ironic after Fable ban
“I appreciate a lot of what David Sachs has to say, and I've invited him on this show but this is, like, hilarious, and so rich, and ironic, that he being part of the Trump administration, which did, like, the most interventionalist policy to ban fable, is now …”
Opinion
Anthropic Gated Fable to Block Model Distillation Rather Than Misuse
“My hot take is that one of the things that we saw from Anthropic with all these safeguards that it put on Fable was not as much that they were worried that Fable would be misused, although I'm sure there was some worry there. It was more that, like, we know ou…”
Opinion
Kantrowitz: Trailing in desktop AI agents is potentially company-destroying for Google
“And if that's true, I think it is, then Google sitting this out or not being the leader is actually, you know, a potentially, you know, company destroying liability.”
Assertion Supported
SpaceX leases entire 300MW Colossus One compute capacity to Anthropic
“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”
Opinion
Leasing compute to Anthropic signals xAI surrender in foundation model race
“This is effectively giving up. It's saying, you know, it doesn't know how to effectively use this compute capacity to train models, or if it did, it wouldn't be worth the expense because it would still be behind OpenAI. And anthropic, and so therefore it's now…”
Opinion
Block and Coinbase layoffs are driven by crypto downturns, not AI
“Two of the biggest companies that have done this, crypto companies, and we know crypto's on the outs. So it leads me to believe it might be business, business realities versus AI improvement. Funny that Brian Armstrong and Jack Dorsey have both seen the light …”
Assertion Supported
Claude Mythos is first AI to complete end-to-end cyber network takeover
“This is from the AI Security Institute. This week we conducted cyber valuations of Claude Mythos preview and found that it is the first model to complete an AISI cyber range end-to-end, which means it's a 32 step corporate network attack from initial reconnais…”
Assertion Supported
Anthropic reached $19 billion annualized revenue, rapidly closing gap with OpenAI
“Late last year, Anthropic was doing, looks like, about ten billion dollars in annualized revenue, and OpenAI was over Twenty billion. But now, Anthropic has closed that. They're at nineteen billion in annualized revenue, while OpenAI, or the latest report, has…”
Opinion
Meta risks becoming a legacy ad business like Yahoo if AI fails
“They got maybe a couple more shots at the AI getting this AI thing. Right. Other, other than that, they look like They look kind of like a potential Yahoo, right? Where like, they got advertising right, and it's the one thing they do right, and they're gonna l…”
Assertion Supported
Kantrowitz: Iranian strikes disabled AWS availability zones in Bahrain and Dubai
“Iran has hit enough sites in Bahrain and Dubai that belong to Amazon that there are a couple of availability zones in those regions that are hard down, according to some internal communication that I was able to see, and that they're going to be unavailable fo…”
Prediction Not checkable as stated
Kantrowitz: Tech's $700B AI CapEx Threatens To Hollow Out Software Industry
“If that seven hundred billion in capex that the tech giants are spending this year on AI pays off, you're going to have this entire Hollowing out of the software industry of many, maybe other industries”
Assertion Supported
US military used Anthropic's Claude for targeting during Iran air attack
“Within hours of declaring that the federal government will end use of its artificial intelligence tools made by tech company Anthropik, President Trump launched a major air attack in Iran with the help of those very same tools. Commands around the world, inclu…”
Assertion Supported
OpenAI fired safety executive Ryan Beiermeister after she opposed AI erotica
“OpenAI has cut ties with one of its top safety executives on the grounds of sexual discrimination after she voiced opposition to the controversial rollout of AI Erotica in its ChatGPT product. The fast-growing artificial intelligence company fired the executiv…”
Assertion Supported
Kantrowitz: Microsoft and Nvidia committed up to $15B into Anthropic
“Microsoft and Nvidia this is according to your story, have committed to invest a total of up to fifteen billion in the company.”
Prediction Open · timeframe Dec 2026
Kantrowitz: Meta will partner with Google or OpenAI on smart glasses
“Over the next year, you will see Meta bring in other AI models. You will see them partner with Google. You might see them partner with OpenAI.”
