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.

23open predictions
1due for another look
60+closed calls →
17days to next prediction date
Everyone Sam Lessin (27)Jessica Lessin (26)Brit Morin (16)Dave Morin (13)Stuart Landesberg (3)Mike Brown (1)Ben Smith (1)Anatoly Yakovenko (1)
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Next up (23)

17 days left 2026-09-30
Prediction Open · timeframe Sep 2026
Jessica Lessin: Anthropic will go public by September
“Anthropic will go public. I would be shocked if they're not public in September.”
Jessica Lessin Jul 17, 2026 ▶ 2:55 Open Source AI Wins. Now Labs Are Running to Washington |Thinking Machines, Johnny Ive, Realtime API · More or Less Podcast
48 days left 2026-10-31
Prediction Open · timeframe Oct 2026
OpenAI and Anthropic Are Both Targeting an October IPO
“I think all of that is smoke and mirrors. And I think they're probably on a very conventional IPO timeframe, putting them at October ish alongside anthropic.”
Jessica Lessin Jun 12, 2026 ▶ 15:56 Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand · More or Less Podcast
76 days left 2026-11-28
Prediction Open · timeframe Nov 2026
Ben Smith: House Democrats will convene corruption committees targeting Big Tech CEOs
“If the Democrats take the House, we're talking in 20 months, there will be a corruption committee convened, which will have Mark Zuckerberg, Tim Cook, Sundar Pichai, and whoever talking in great detail, but every penny that was directed, and, you know, and I t…”
Ben Smith Mar 28, 2025 ▶ 35:47 The Signal Scandal & DOGE Drama! (with Ben Smith and Nicholas Carlson) | More or Less #92 · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Lessin: A YouTube creator will win an Emmy Award
“The Emmys, it's technically possible, but I know a lot of YouTube creators that are launching campaigns and I bet one of them is successful.”
Jessica Lessin Dec 19, 2025 ▶ 21:04 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sam Lessin predicts exactly one $500 billion-plus IPO will occur in 2026
“There will be one, but only one, five hundred billion dollar plus IPO.”
Sam Lessin Dec 19, 2025 ▶ 36:15 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Sam Lessin predicts NVIDIA stock will decline by 15% in 2026
“NVIDIA will be down 15%.”
Sam Lessin Dec 19, 2025 ▶ 36:39 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Jessica Lessin: BuzzFeed will not go bankrupt in 2026
“It's not gonna go bankrupt next year.”
Jessica Lessin Dec 19, 2025 ▶ 40:36 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Brit Morin predicts adult GLP-1 adoption will reach 33% by 2026
“By next year, I think it's almost double. I think it's at least one in three, like, 33%.”
Brit Morin Dec 19, 2025 ▶ 51:19 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
109 days left 2026-12-31
Prediction Open · timeframe Dec 2026
Brit Morin: Taylor Swift will release an album and announce pregnancy in 2026
“Is not only is she getting married, which we know, she will have one new album, and she will announce her pregnancy by the end of the year.”
Brit Morin Dec 19, 2025 ▶ 51:35 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
121 days left 2027-01-12
Prediction Open · timeframe Jan 2027
Sam Lessin: Carta will relaunch secondary trading in two to three years
“They're going to wait two to three years until everyone forgets. And then they'll do it again. This is not over. They're just going to wait two to three years.”
Sam Lessin Jan 12, 2024 ▶ 10:00 #29: Is the Year of Startup Austerity Over? What Can Save the News Business? · More or Less Podcast
350 days left 2027-08-29
Prediction Open · timeframe Aug 2027
Dave Morin: SpaceX Starship will be viable for investment within 24 months
“Yesterday was a pretty strong signal that, you know, you can start investing in this new platform, and you're probably gonna see it in the next 24 months.”
Dave Morin Aug 29, 2025 ▶ 26:03 #114 Seed Rounds at $2B? The Dangers of AI Hype in VC With Tony Conrad · More or Less Podcast
474 days left 2027-12-31
Prediction Open · timeframe Dec 2027
Brown: Teamshares plans to grow corporate EBITDA to $100M by 2027
“We put out a forecast, right, to go from nineteen million of corporate EBITDA. So there's, like, segment EBITDA, right, so it's just sort of roughly, you know, sixty million, but then after our parent overhead of 90 people that, you know, propelled the machine…”
Mike Brown Jun 17, 2026 ▶ 37:55 Teamshares IPO: $60M EBITDA, 92 Companies, Zero Exits · More or Less Podcast
474 days left 2027-12-31
Prediction Open · timeframe Dec 2027
OpenAI will become a publicly traded company by 2027
“They will be in the public markets by 27.”
Dave Morin Aug 21, 2026 ▶ 28:07 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
474 days left 2027-12-31
Prediction Open · timeframe Dec 2027
Jessica Lessin: OpenAI has a 90% chance of going public by 2027
“I will say I'm 40% 2026, but like 90% 2027. So I think there is a re reasonable chance next year, and like, I just think they're not gonna go a Stripe, a SpaceX, and all that kind of stuff. Like, they're just not. The body language is totally different.”
Jessica Lessin Aug 8, 2025 ▶ 16:11 #111 Figma, OpenAI, Canva: Meme Stock IPOs in Silicon Valley · More or Less Podcast
698 days left 2028-08-11
Prediction Open · timeframe Aug 2028
Brit Morin: GLP-1 drug prices will drop within five years
“It's going to drop in the next five years. Like, that has to, both with competitive pressure, and then, you know, advances.”
Brit Morin Aug 11, 2023 ▶ 48:34 #9: How to save ESPN. Barstool’s Bad (Good?) Example · More or Less Podcast
860 days left 2029-01-20
Prediction Open · timeframe Jan 2029
Sam Lessin: Google will not be broken up under Donald Trump
“That's not going to happen with Trump as president.”
Sam Lessin Nov 15, 2024 ▶ 11:27 #73: Elon to Lead DOGE, Bitcoin Surges & the Trump Alliance · More or Less Podcast
891 days left 2029-02-20
Prediction Open · timeframe Feb 2029
Lessin: Bay Area software engineer headcount will drop to 300,000
“Well, so I will go down, in three years, I'll go down to 300,000, and then I think it probably drops.”
Jessica Lessin Feb 20, 2026 ▶ 31:04 OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up · More or Less Podcast
891 days left 2029-02-20
Prediction Open · timeframe Feb 2029
Sam Lessin: Bay Area software jobs will drop 50% in three years
“200,000.”
Sam Lessin Feb 20, 2026 ▶ 43:52 OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up · More or Less Podcast
905 days left 2029-03-06
Prediction Open · timeframe Mar 2029
Brit Morin: Half of Bay Area engineers face unemployment within three years
“Well, you and I said half of the software engineers that are employed right now It in the Bay area will not be employed three years from now.”
Brit Morin Mar 6, 2026 ▶ 24:00 Fire Sam Altman, The End of Software Engineers, and Why AI Is All Narrative · More or Less Podcast
1187 days left 2029-12-13
Prediction Open · timeframe Dec 2029
Taylor Swift will retire from music by age 40
“Yeah, I think she retires by 40, she does her 13 albums, she owns all of them, she makes billions of dollars, she marries Travis, the Chiefs win the Super Bowl, like she does one last final tour, and then she's like, cool, and that was my music career,”
Brit Morin Aug 15, 2025 ▶ 39:08 #112 Swift Should Buy Chrome, Not Perplexity · More or Less Podcast
1789 days left 2031-08-07
Prediction Open · timeframe Aug 2031
Lessin: Users will stick with Airtable because of browser auto-complete habit
“Because they're thinking, because they type A on their keyboard, and it auto completes to Airtable.com, and so they will keep using it.”
Sam Lessin Aug 7, 2026 ▶ 29:14 Jeff Dean Leaves Google, Airtable Sells, and the Bag-Securing Era · More or Less Podcast
5064 days left 2040-07-25
Prediction Open · timeframe Jul 2040
Britt Morin: Humans will reach Mars within 15 years
“Space, we're gonna be on Mars in 15.”
Brit Morin Jul 25, 2025 ▶ 15:48 #109 OpenAI vs Google: The Real Business Model War Begins · More or Less Podcast
5223 days left 2040-12-31
Prediction Open · timeframe Dec 2040
Sam Lessin wagers $1M that no human sets foot on Mars by 2040
“I, a million dollars that a human has been on Mars by 2040. Like set foot, like planted the flag, like boot on sand. Like literally went out of a spaceship, like hung out, did a little dance and I'll bet you a million dollars.”
Sam Lessin Mar 14, 2025 ▶ 24:03 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast

Due for another look (1)

Prediction Open · timeframe Dec 2024
Britt Morin: M&A activity and IPOs will increase in 2024
“I still think there's going to be more MNA next year too, because a lot of companies are continuing to like dwindle and can't find footing and funding. But I also do predict, and I don't know if we're in prediction territory yet, but I do predict the IPOs beco…”
Brit Morin Dec 22, 2023 ▶ 16:05 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast

Closed calls (60+) the full record →

Prediction Held up
Jessica Lessin predicts Elon Musk will become a trillionaire
“Elon Musk is going to be a trillionaire.”
Jessica Lessin Jan 9, 2026 ▶ 9:57 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Prediction Held up
Sam Lessin: People Will Kill Themselves and Others Because of AIs
“And like, at some point people are going to start killing themselves and each other because of AIs.”
Sam Lessin May 2, 2025 ▶ 43:58 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Prediction Held up
Morin: DOGE will release a metrics dashboard to the public
“At least what I'm reading from what's going on, it's that they're going in there to get metrics implemented into a dashboard that at some point they're going to show to the American people. And so you will get the transparency.”
Dave Morin Feb 7, 2025 ▶ 57:39 #85: The $250M Meme Coin Experiment · More or Less Podcast
Prediction Held up
Morin: Voice AI will reliably book restaurant reservations within five years
“Five years from now, you will, Sam.”
Dave Morin Dec 6, 2024 ▶ 46:10 #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast
Prediction Didn’t hold up
OpenAI will never release a consumer hardware device
“I don't think there ever will be an open AI hardware device.”
Brit Morin Aug 21, 2026 ▶ 42:56 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
Prediction Held up
Jessica Lessin: Apple Will Not Hire an External CEO
“They're not going to run a search and hire a CEO from another company to run Apple, unless they're like covering.”
Jessica Lessin Apr 24, 2026 ▶ 18:44 What Tim Cook’s “Executive Chairman” Move Really Means | Musk vs OpenAI, xAI and Cursor Rumors
Prediction Held up
Jessica Lessin says any TikTok ban legislation will inevitably face court challenges
“And then the court, you know, inevitable court challenge of that, because you have to believe that will happen.”
Jessica Lessin Mar 15, 2024 ▶ 6:14 #38: Hartz and Minds and TikTok w/ Special Guest Julia Hartz · More or Less Podcast
Prediction Didn’t hold up
Sam Lessin: An outright US ban on TikTok will never get done
“I think saying ban TikTok, that's a thing that like candidly might be marginally better, but you'll never get done.”
Sam Lessin Mar 8, 2024 ▶ 13:33 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
Prediction Partly held up
Sam Lessin: Getting humans to Mars during Trump's administration is impossible
“Everyone, you know, you're up there applauding like this, like window, we're going to get to Mars in Trump's administration. And it's absolute horseshit. Like we, like there aren't even window launch windows open for that to happen.”
Sam Lessin Mar 14, 2025 ▶ 20:46 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast
Prediction Held up
Brit Morin: Gemini and Anthropic will match OpenAI's health data integration
“Gemini's gonna do this. Anthropoc's gonna do this.”
Brit Morin Jan 9, 2026 ▶ 49:21 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Prediction Held up
Lessin: Courts Likely to Bar Apple-Google Search Deal in Current Form
“The courts are likely to say that the Apple Google search deal cannot continue in its current form for antitrust reasons.”
Jessica Lessin May 9, 2025 ▶ 25:37 OpenAI Acquires Windsurf for $3B, Google's Stock Dips | #98 · More or Less Podcast
Prediction Didn’t hold up
Jessica Lessin predicts Google's $32 billion Wiz acquisition will not close
“I am going to go on record saying this deal will not close.”
Jessica Lessin Mar 21, 2025 ▶ 18:24 #91: Google’s $32B Deal and a Silicon Valley Spy Scandal! · More or Less Podcast
Prediction Held up
Dave Morin predicts Google's Wiz acquisition will easily secure regulatory approval
“I just, I think that it'll go through no question. In fact, I bet it accelerates through.”
Dave Morin Mar 21, 2025 ▶ 20:36 #91: Google’s $32B Deal and a Silicon Valley Spy Scandal! · More or Less Podcast
Prediction Held up
Lessin: The TikTok deal will resemble an expanded Project Texas, not a sale.
“Yeah, but I don't think it'll be a straight sale. I think it will be something that kind of resembles this Project Texas data deal they did with Oracle, but more than that”
Jessica Lessin Feb 14, 2025 ▶ 34:51 #86: Elon’s $97B Curveball For OpenAI · More or Less Podcast
Prediction Held up
Sam Lessin: There Is Zero Percent Chance MrBeast Buys TikTok
“Oh, I was short that. There's a zero percent chance.”
Sam Lessin Jan 24, 2025 ▶ 24:20 #83: Trump Inauguration, Stargate, and the Meme Economy · More or Less Podcast
Prediction Held up
Lessin: OpenAI's revenue will ultimately come mostly from businesses
“Like the bulk of OpenAI's revenue, I believe will ultimately like come from businesses”
Jessica Lessin Dec 27, 2024 ▶ 56:14 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Prediction Held up
Jessica Lessin: TikTok will partner with Larry Ellison or Elon Musk
“Tick tock will operate in some form in the U S in a partnership. Either with Larry Ellison or Elon Musk. It's my prediction.”
Jessica Lessin Dec 20, 2024 ▶ 58:55 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Prediction Held up
Brit Morin: Waymo is testing autonomous driving on Highway 101
“They're going to go on the highways soon. They're already testing on the one-on-one.”
Brit Morin Oct 18, 2024 ▶ 8:46 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Prediction Held up
Jessica Lessin predicts Skydance will complete the Paramount Global acquisition
“Skydance seems to be the one that's going to get the deal done”
Jessica Lessin Jul 5, 2024 ▶ 12:02 #54: Sun Valley, Tennis and Robots: Summer Adventure Preview · More or Less Podcast
Prediction Held up
Jessica Lessin: Humane will not sell for $1 billion
“I do not think it will sell for a billion dollars.”
Jessica Lessin May 24, 2024 ▶ 4:11 #48: Move Fast (But Don't) Break Silicon Valley · More or Less Podcast
Prediction Didn’t hold up
Sam Lessin: ByteDance Will Sell TikTok to Saudi Buyers
“They're going to sell, you know, they're going to sell it to the Saudis.”
Sam Lessin Apr 26, 2024 ▶ 9:37 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
Prediction Partly held up
Jessica Lessin: Mubadala Will End Up Owning TikTok
“I think Mubadal is going to end up owning TikTok.”
Jessica Lessin Apr 26, 2024 ▶ 10:01 #44: The $1B AI Girlfriend Market, the Tech Hedge Fund Fallout and Why VCs Can’t Quit AI · More or Less Podcast
Prediction Held up
Sam Lessin: Dude Perfect will secure $100M for their theme park
“Well, I don't know what's public or not, but they, I don't know if this is public. They're going to have that money.”
Sam Lessin Apr 5, 2024 ▶ 23:22 #41: Is AI Killing Media? · More or Less Podcast
Prediction Held up
Brit Morin predicts Apple will acquire a major AI company like Anthropic
“Speaking of Apple, I think they come back next year, both in the AI realm, like they're going to make either one big acquisition, like an topic.”
Brit Morin Dec 19, 2025 ▶ 16:43 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast
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