The Calls

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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.

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Prediction Didn’t hold up

Franceschi: Incumbent ERP companies will not build autonomous AI agents

“You have existing incumbents in the finance space, like the ERP companies, for example, I don't think they're going to go do that.”

Pedro Franceschi Jan 30, 2026 ▶ 46:59 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea

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