The Calls

⏳ Open 📼 The record

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.

10open predictions
0due for another look
8closed calls →
572days to next prediction date
Everyone Casey Handmer (6)Scott Wu (2)Reiner Pope (2)Evan Spiegel (2)Dan Sundheim (2)Ben Thompson (2)Zach Abrams (1)Sundar Pichai (1)Sam Bowman (1)RJ Scaringe (1)Mati Staniszewski (1)Kyle Vogt (1)
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today 2026202720282029 FebMarAprMayJunJulAugSepOctNovDecFebMarAprMayJunJulAugSepOctNovDecFebMarAprMayJunJulAugSepOctNovDecFebMarAprMayJunJulAugSep 8 calls beyond 2029 →

Next up (10)

572 days left 2028-04-07
Prediction Open · timeframe Apr 2028
Pichai: 40 million Americans will soon have Wing drone delivery access
“In some reasonable time period, like, forty million Americans will have access to a Bing delivery service, right? And I'm not talking years out or something like that.”
Sundar Pichai Apr 7, 2026 ▶ 40:36 The history and future of AI at Google, with Sundar Pichai
1079 days left 2029-08-27
Prediction Open · timeframe Aug 2029
Wu: Developers will stop using code as primary interface in 2-4 years
“I think that there will come a point, and my guess on this point is probably in the neighborhood of, let's say, two, three, four years from now, where we stop using code as the main interface.”
Scott Wu Aug 27, 2025 ▶ 39:39 A Cheeky Pint with Cognition CEO Scott Wu
1205 days left 2029-12-31
Prediction Open · timeframe Dec 2029
Staniszewski: Advanced voice AI will reach cars via cloud in 2026
“I think this year it should be in the automotive Site two, or some of the applications. John Collison: Okay, so you think we'll start seeing kind of great voice models in cars this year? Mati Staniszewski: This year for their own cloud use cases, like on, on, …”
Mati Staniszewski Apr 14, 2026 ▶ 15:18 The world of voice AI, with Mati Staniszewski of ElevenLabs
1205 days left 2029-12-31
Prediction Open · timeframe Dec 2029
Ben Thompson: The tech industry faces a massive chip shortage around 2029
“I think we're looking at a massive short, shortness in chips in 20, 29 or so.”
Ben Thompson Feb 12, 2026 ▶ 1:10:21 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
1205 days left 2029-12-31
Prediction Open · timeframe Dec 2029
Bowman: 17% of UK taxpayers will pay higher rates by 2029
“By 2029, so in four years, 17% Of taxpayers are going to be higher rate taxpayers. So, fiscal drift, which is just holding the bands constant and letting inflation push people into the higher rate, the 40, the 40, but really forty-two-pee rate is, I mean, more…”
Sam Bowman Nov 28, 2025 ▶ 26:01 UK Budget 2025: Stripe + Startup Coalition
1513 days left 2030-11-04
Prediction Open · timeframe Nov 2030
Tether will still not pay yield in five years, Abrams predicts
“No.”
Zach Abrams Nov 4, 2025 ▶ 22:24 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
3326 days left 2035-10-22
Prediction Open · timeframe Oct 2035
Sundheim: Clean Harbors can grow earnings in the teens for 10 years
“It's just very, very good business that's, and the starting multiple is pretty reasonable, and I think, you know, I can grow earnings well into the teens for 10 years.”
Dan Sundheim Oct 22, 2025 ▶ 1:00:56 Dan Sundheim of D1 Capital on the art of public market investing
3396 days left 2035-12-31
Prediction Open · timeframe Dec 2035
China's electrification will end its dependence on Strait of Malacca oil
“Do you think by 2035 China is still going to be as dependent on oil through the Strait of Malacca? I don't. At the rate that they're deploying right now, they could cut off that supply if they needed to.”
Casey Handmer Oct 28, 2025 ▶ 29:42 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
3466 days left 2036-03-10
Prediction Open · timeframe Mar 2036
Taylor: SaaS sector will likely lose value over the next ten years
“Will these companies be less valuable 10 years from now than now? I think the answer is probably yes. Will that be true for every individual company? I don't think that's true.”
Bret Taylor Mar 10, 2026 ▶ 51:07 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
6979 days left 2045-10-22
Prediction Open · timeframe Oct 2045
Sundheim: US electricity demand will grow 4% annually over 20 years
“Electricity demand in the United States grew at zero percent for the last 20 years. And so, if you think about the next 20 years, I think electricity demand will grow at four percent.”
Dan Sundheim Oct 22, 2025 ▶ 1:03:15 Dan Sundheim of D1 Capital on the art of public market investing

Closed calls (8) the full record →

Prediction Held up
Staniszewski: Fused voice-LLM models will reach hundreds of billions of parameters
“The thing that's, you know, like I hesitated on the question is, in a cascaded approach, you probably will not see like dramatic size changes. You inherently want the models to be quick and reliable. You want to orchestrate them in a smart way. In a fused appr…”
Mati Staniszewski Apr 14, 2026 ▶ 39:39 The world of voice AI, with Mati Staniszewski of ElevenLabs
Prediction Partly held up
Ricks: Machine-designed drugs haven't reached clinical trials yet, but are coming
“I don't know of one that's come through the machine driven discovery process, which is really machine plus human that's made it to the clinic yet, but they're coming.”
Dave Ricks Nov 11, 2025 ▶ 3:19 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Prediction Held up
Ricks: Current GLP-1 drug pricing will fall amid competition and pressure
“And the current pricing isn't going to stay. Let's be honest. There'll be more competition. The government wants to lower our prices.”
Dave Ricks Nov 11, 2025 ▶ 26:22 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Prediction Held up
Sundheim: Neobanks like Nubank and Revolut will increasingly take market share
“Iterate on product faster, have better engineers, and I think that those banks are going to increasingly take market share.”
Dan Sundheim Oct 22, 2025 ▶ 1:33:28 Dan Sundheim of D1 Capital on the art of public market investing
Prediction Held up
Waymo Co-CEO: Gen-6 Custom Robotaxi Is Launching in 2026
“It's, you know, we're not, it's not open to the, you know, the public yet. But, you know, I took a ride in it the other day, fully autonomously, and that's coming this year.”
Dmitri Dolgov Mar 24, 2026 ▶ 32:15 The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
Prediction Held up
Dolgov: Waymo Gen-6 Driver Will Expand to Hyundai Ioniq in 2026
“And then we're gonna put the six generation Waymo driver on other vehicle forms like the Hyundai Ionic that's coming, you know later in the year.”
Dmitri Dolgov Mar 24, 2026 ▶ 36:09 The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
Prediction Partly held up
Ricks: Taltz plus Zepbound trial is certain to boost psoriasis efficacy
“So we're doing a study with our psoriasis drug, Taltz, and ZepBound. That will read out this fall. And I'm certain we'll show a boost in efficacy with the weight loss.”
Dave Ricks Nov 11, 2025 ▶ 1:30:53 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
Prediction Held up
Ricks: Eli Lilly's chronic knee pain study is going to work
“We have a study reading out toward the end of this year in chronic knee pain. It's going to work.”
Dave Ricks Nov 11, 2025 ▶ 1:29:40 Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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