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.
Everyone Shawn Wang (7)Diego Bachman (5)Nathan Lambert (4)Dylan Patel (4)Doug O'Laughlin (3)Anjney Midha (3)Thomas Sohmers (2)Soumith Chintala (2)Samuel Colvin (2)Priscilla Chan (2)Pratyush Maini (2)Michelle Pokrass (2)
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Next up (3)
82 days left 2026-12-05
473 days left 2027-12-31
473 days left 2027-12-31
Patel: Google will buy tons of GPUs through 2027 due to TPU limits
“When we look in 26, Google would buy a lot more TPUs, but they can't ramp production fast enough, right? And so they have to buy tons of GPUs. And we go to 27, it applies again, right? Google simply cannot buy enough TPUs, and they have to buy tons of GPUs.”
Closed calls (7) the full record →
Patel: Google and Amazon will borrow debt to fund AI infrastructure
“Google and Amazon haven't taken on debt yet for AI infrastructure, but they will, right?”
Patel: Google will avoid deploying local laptop models to retain control
“I don't think Google is going to deploy a model that I can run on my laptop to help me with code or help me with, you know, XYZ. They're always going to want to run it on the cloud for control.”
Patel: Nvidia will sell over 3 million GPUs in 2024
“NVIDIA is going to sell well over three million, you know, total GPUs next year. You know, over a million H 100 this year alone, right?”
Patel: AI inference will deploy more GPUs than training by 2024
“LLM inference will be bigger than training, or multimodal, whatever, blah, blah, blah inference will be bigger than training, you know, probably next year, in fact at least in terms of GPUs deployed,”
Patel: Nvidia to ship next-gen chip in Q2/Q3 2024 with 3x LLM performance
“Nvidia's releasing a new chip, you know, in, you know, they're gonna announce it in March, and they're gonna release it, you know, and ship it, you know, Q-two, Q-three next year anyways, right? And that chip will probably be three or four times as good. Right…”
Patel: Intel will release a chip surpassing Nvidia H100 within a quarter
“Intel bought that company from him, and then shut it down, and bought this other AI company, and now that company is kind of, ah, you know, got new chips. They're gonna release a better chip than the H 100, ah, within the next quarter or so, right?”