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.
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Next up (5)
840 days left 2028-12-31
Lieberman: Twitter will not 5x revenue to $26.4B by 2028
“I just think that it is going to take more than Call it, let's call it five years to five X revenue, given they haven't even really proven that they can scale one revenue stream, let alone what I believe will need to be multiple to get it to twenty six billion…”
2395 days left 2033-04-04
Ankur Jain: Commercial Moon mining and transport will occur in 5-10 years
“Now what we're doing with Moon Express is saying, how do you create the last mile solution to get, you know, whether it's satellites positioned or whether it's, you know, going to the moon and actually mining the moon for, you know, helium three or platinum an…”
2444 days left 2033-05-23
2444 days left 2033-05-23
Closed calls (12) the full record →
Lieberman: Pre-recorded courses will remain the dominant online education format
“And so I think asynchronous education or prerecorded courses are not going away and they'll actually continue to be the most common way that people learn online.”
Pujji: Sam Bankman-Fried will go to jail
“And it's a good strategy. It's also like incompetence versus, versus shadiness or fraud. And I think it's a good, it's just a good angle, but he is going to go to jail.”
Lieberman: AI Will Enable Testing New Businesses From a 20-Minute Quiz
“I ultimately think within entrepreneurship generative AI is going to make entrepreneurship significantly faster, meaning that the speed to be able to start and test a business is gonna go down, like, by multiples. So I think the cost of entrepreneurship came d…”
Lieberman: Food influencers will evolve into digital restaurants via ghost kitchens
“I think where food influence, so anyone on Instagram, TikTok, et cetera, who is building personality and doing so in the food category, where it is going is I think these people are going to become restaurants in their own right.”
Startups and small businesses will be created faster than ever before
“Those eight reasons are why I believe entrepreneurship is in a golden age and is why I believe you will see more startups and small businesses created at a faster rate than ever before.”
Pujji predicts SVB uninsured depositors won't see funds for 3-6 years
“People have told me three to six years, like, we're not going to see that money for three to six years.”
Lieberman: Fewer than 10% of Twitter users will pay for Twitter Blue
“I think it's gonna be less than 10%, but it's also all a function of like what's actually bundled in the product that Makes it worth the time.”
Codie Sanchez predicts a double-dip recession with rising inflation
“Well, I think we're in the first part of a recession. That'll probably be a double-dip recession and we'll actually see inflation come back up again. That's my assertion.”
Timmer: Equity rally driven by P/E expansion is ending
“If that earnings pivot comes and that earnings recovery happens, then the market can continue to advance on the basis of rising earnings, but the phase where it rises purely on the P.E. Going up, that, I think, is, is now ending, and I think, you know, in the …”