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 Dylan Patel (6)Ryan Greenblatt (2)Nathan Benaich (2)Matthew Prince (2)Emi Gal (2)Christopher Nguyen (2)Azeem Azhar (2)Aaron Levie (2)Sholto Douglas (1)Sharon Zhou (1)Prakash Nanduri (1)Mike Murchison (1)
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3545 days left 2036-05-28
Levie: AI compute cost reductions will take 5 to 10 years
“The data center providers, the labs, et cetera, have pricing power. They don't need to lower their prices on anything. So you're not seeing the typical things that drive down the cost of compute. I'm highly optimistic that that happens over the next five to 10…”