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.

5open predictions

0due for another look

2closed calls →

109days to next prediction date

Everyone Tara Seshan (1)Sam Chaudhary (1)Eilon Reshef (1)Dan Siroker (1)Chris Degnan (1)Anil Varanasi (1)Abhinav Asthana (1)

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Next up (5)

109 days left 2026-12-31

Prediction Open · timeframe Dec 2026

Degnan predicts Snowflake's enterprise software IPO record will be broken in 2026

“I'm sure someone will break it this year because there's companies that have much more revenue than we did, but the largest IPO software IPO ever and enterprise software IPO ever.”

Chris Degnan Feb 26, 2026 ▶ 13:27 Snowflake’s first sales hire on scaling from $0 to $3.5B | Chris Degnan (Former CRO, Snowflake)

732 days left 2028-09-14

Prediction Open · timeframe Sep 2028

Siroker: Thousands of multi-billion-dollar vertical LLM application companies will emerge

“There's whole categories of companies that are going to be cat, you know, Category defining independent successful big public multi-billion dollar companies that are just applications of large language models in a specific domain for a specific user with a gre…”

Dan Siroker Sep 14, 2023 ▶ 42:55 AI Hot Takes and Unusual Twitter Fundraising Strategies with Dan Siroker (Rewind AI)

2474 days left 2033-06-22

Prediction Open · timeframe Jun 2033

Seshan predicts every public company will require carbon accounting in 10 years

“In 10 years, every public company will need to do some level of carbon accounting and have a decarbonization plan to underscore that.”

Tara Seshan Jun 22, 2023 ▶ 31:31 Lessons from Stripe on adding new products | Tara Seshan (Watershed, Stripe)

2753 days left 2034-03-28

Prediction Open · timeframe Mar 2034

Virtual AI representatives will not replace human salespeople within ten years

“So I don't think they're going to go away. I mean, people are like, oh, can a virtual rep call you and sell you something? It's like, I'm not going to pick up the phone for what the next 10 years, but certainly make their work much more efficient.”

Eilon Reshef Mar 28, 2024 ▶ 38:39 A masterclass in founder conviction | Eilon Reshef (Co-founder and CPO at Gong)

3375 days left 2035-12-10

Prediction Open · timeframe Dec 2035

Varanasi: Networking industry will move to square-footage pricing within 5-10 years

“I think now the rest of the industry will move there in the next five, 10 years is some scribbles and notebooks of me and Sunil where we came up with this.”

Anil Varanasi Dec 10, 2025 ▶ 16:34 Building Meter for decades, not an exit | Anil Varanasi (Co-founder and CEO)

Closed calls (2) the full record →

Prediction Held up

Gartner will adopt the 'DevSecOps platform' category within three years

“And so that's not something that happens overnight. That's something that will take about three years probably for Gartner to say, no, GitLab was right. It is a DevSecOps platform MQ that we're going to do.”

Ashley Kramer Oct 26, 2023 ▶ 38:11 The business of growing and monetizing an open source product | Ashley Kramer (GitLab CMO/CSO)

Prediction Held up

LLM inference costs will decrease significantly in relatively short order

“I think you're gonna see the cost of inference tend to go down. Inference is the cost to actually serve and run the model. I think you're gonna see those things go down in relatively short order.”

Jack Krawczyk Nov 30, 2023 ▶ 1:11:37 The Bard blueprint | Creating value, shipping fast, and advancing AI | Jack Krawczyk (Google)

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