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 Peter Walker (5)Aaron Schumm (2)Wayne Slavin (1)Sahil Phadnis (1)Russ d’Sa (1)Mike Salguero (1)Mateo Marietti (1)Josh Reeves (1)Jon Yoo (1)Jeff Wang (1)Isaiah Granet (1)Helen Hastings (1)
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Next up (4)
341 days left 2027-08-21
1276 days left 2030-03-13
1500 days left 2030-10-23
Varma: 401(k) alts will grow private assets to $25T-$30T in 4-5 years
“And I feel like if you look at private assets the market today is high teens, trillions, call it 18 trillion. You know, the executive order just came out in August to allow alternative assets into four or one case, which will make this a 25 to 30 trillion doll…”
3449 days left 2036-02-23
Russ d’Sa: Voice will become the primary computer interface in 5-10 years
“Most of the internet is still built around text and that is going to shift in a huge way over the next five to 10 years as the models become smarter and more human-like you interact with them in more human-like ways like voice, right? Is the primary way we int…”
Due for another look (1)
Closed calls (5) the full record →
Ujjainwalla: Incumbent marketing platforms will re-enter asset creation via GenAI
“Now, there is a whole new focus on content generation now with generative AI, and so I think a lot of them are going back
Back to what we're doing.
Cause it's sexy again.
Like, hey, there's generative AI images and text, and that fits really nicely into these …”
Mikesell: Carbon Robotics will likely IPO within one to two years
“We seem like we're on the path, you know, where we keep doing what we're doing. We'll probably have an IPO in the next. You're too, you know, we'll, we'll, yes, we'll have a billion dollar outcome here that looks more likely every day.”
Walker: Series A headcount will drop to 15 by year-end
“Now, it's down to 17, and I think by the end of the year, that'll be more like 15. And that's at, you know, on the day of the Series A fundraise.”