The Calls

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Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.

0held up → 1didn’t hold up → 0partly held up →
0%of resolved predictions held up
Everyone Dino Mavrookas (13)Keller Rinaudo Cliffton (4)Alex Immerman (4)Shaun Maguire (3)Pete Shadbolt (3)Doug Bernauer (3)David Ulevitch (3)Ben Lamm (3)Sir Peter Beck (2)Scott Nolan (2)Richard Socher (2)Pedro Franceschi (2)
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The record (1) every resolved claim →

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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