supercuts / ai-predictions
Every big AI prediction
AGI timelines, model wars, who wins. As said, when said. · 20 clips, 5 minutes, hands free.
0:00 / 0:09exact quote · 9.6s
1/20Grantham: The AI bubble will break, led down by Nvidia
Jeremy Grantham · 2026Openfull source →
1Grantham: The AI bubble will break, led down by NvidiaJeremy Grantham · 10sOpen
2Aitken: Investors will absorb all US Treasury bond issuance through 2025James Aitken · 23sHeld up
3Giannini: A Large Number of Venture-Backed Companies Will FailMario Giannini · 5s
4Aitken: Core US-China trade war issues are impossible to resolveJames Aitken · 17s
5Novogratz: Bitcoin and major currencies will trade on the same broker desks within five yearsMike Novogratz · 12sDidn’t hold up
6Liquidity Constraints Will Trigger Indiscriminate Selling Across Private Credit MarketsBruce MacDonald · 10s
7Kleinman: Weak AI ROIs will weigh on markets and hit levered playersScott Kleinman · 18s
8Kleinman: Semi-liquid PE will fail to deliver a good client experienceScott Kleinman · 5s
9Kleinman: Mutual Funds and ETFs Will Blend Private Assets into ProductsScott Kleinman · 9sHeld up
10Monk: Investment Professionals Will Become Co-Pilots to AIAshby Monk · 15s
11Sacerdote: Inference-time reasoning will be adopted by all AI modelsAlex Sacerdote · 6sHeld up
12Wolfe: At least 50% of subscale VC funds will go out of businessJosh Wolfe · 26sOpen
13McGurk: Nuclear risk will rise as arms control erodes and China expandsBrett McGurk · 11s
14Wolfe: AI infrastructure buildout will destroy hundreds of billions in capitalJosh Wolfe · 10s
15Khoury: AI Office Vacancies Will Eventually Dwarf AI Tenant DemandJohn Khoury · 6s
16Kelly: 401(k) Plans Will Inevitably Integrate Alternative AssetsMike Kelly · 20s
17Kokko: AI Will Autonomously Detect Market Shocks and Interview ExpertsJack Kokko · 29s
18Sullivan: Retail private equity investors will face disappointing net returnsTim Sullivan · 21s
19Barth: Retail flows will swamp Ivy League endowment private market capitalBrett Barth · 26s
20Aitken: Expect two horrible quarters of global growth, crushing US equitiesJames Aitken · 21s