supercuts / ai-predictions
Every big AI prediction
AGI timelines, model wars, who wins. As said, when said. · 20 clips, 4 minutes, hands free.
0:00 / 0:12exact quote · 12.0s
1/20Tony Kim: AI compute requires $10 trillion in CapEx over five years
Tony Kim · 2026full source →
1Tony Kim: AI compute requires $10 trillion in CapEx over five yearsTony Kim · 12s
2Happi: Hyperscaler data center buildouts will keep scaling through 2030Hannan Happi · 8sOpen
3Foroughi: AI chatbots will not eliminate ad-driven e-commerceAdam Foroughi · 24s
4Foroughi: Public will not support AI without use cases beyond searchAdam Foroughi · 11s
5Lopez: Base Power aims to produce 4,000 home batteries weekly by year-endJustin Lopas · 11sOpen
6Patel: Open-source AI is dying as Chinese labs shift to licensingDylan Patel · 13s
7Cook: Mobile apps will consolidate to 2-4 agentic AI interfacesMax Cook · 10s
8Grinberg: 90% of AI tokens will use open models within 12 monthsMatan Grinberg · 7s
9Liang: AI inference chip deployments will dwarf training by orders of magnitudeRodrigo Liang · 7sOpen
10Liang: Frontier AI models are heading toward 10 trillion parametersRodrigo Liang · 12s
11Liang: Relying on commodity AI models will compress enterprise margins within two yearsRodrigo Liang · 32s
12Liang: AI energy, data center, and chip constraints will only worsenRodrigo Liang · 13s
13Banister: AI will create solo millionaires running zero-employee agentic companiesCyan Banister · 18s
14Banister: China will train AI on Western IP and sell output backCyan Banister · 13s
15Miller predicts AI agents will exponentially increase compute demand for inferenceMatt Miller · 7s
16Miller: Monthly AI token spend will go well above $500MMatt Miller · 3sHeld up
17Armstrong: Master AI agents will orchestrate sub-agents and pay for services autonomouslyBrian Armstrong · 14s
18Armstrong: AI Agents Will Use Base Wallets to Form an Agentic EconomyBrian Armstrong · 17sHeld up
19Mueller predicts global compute infrastructure will eventually move to spaceTom Mueller · 2s
20Feig: Open-source supply chain attacks will surge as AI agents flood pull requestsGil Feig · 35sOpen