The Calls

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1205days 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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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

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