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.
Prediction Held up
Coogan: Robotaxis will definitely have cameras monitoring passengers
“If you get in a robo taxi, there's definitely going to be a camera on you.”
Prediction Held up
Coogan: Data centers will use 500K tons of copper annually soon
“Data centers broadly will be using half a million tons of copper annually in a few years.”
Prediction Held up
Coogan: Humanity will invest half a trillion in AI by 2029
“If you just ask me, like, Will humanity invest half a trillion dollars in AI over the next four years? I'd be like, absolutely.”
Prediction Held up
Coogan: Anthropic's next major cluster will run on Amazon
“I believe Anthropic is pretty tightly hitched to Amazon, and I think the next big cluster from Anthropic will be powered by Amazon for the most part”
Prediction Held up
Coogan: Character.ai will be built on third-party APIs
“Character will be built on top of other APIs.”
Prediction Held up
Coogan: 'Ghost ship' startup acquisitions will become an increasingly common pattern
“I don't think this will be the last go ship we see. I think it's like a new pattern and we're just going to see this more and more.”
Prediction Held up
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
Prediction Held up
Coogan: OpenAI will introduce free-tier ads and up to $2,000/mo subscriptions
“Clearly all of that product stuff's getting ironed out and they're going to have ads in the free version all the way up to a 2000 dollar a month tier or 200 dollar a month tier.”
Prediction Held up
Coogan: AI apps will dynamically route user prompts across models automatically
“Very quickly, they're going to be able to put a router in front of that and dynamically decide, oh, this is a question that needs to go to oh, one. This is a question that needs to go to four. Four O or whatever, and all of that will become extracted.”
Prediction Held up
Coogan: A SpaceX IPO is coming around September or October 2026
“So, maybe September, maybe October, but, ah, it's coming.”
Prediction Didn’t hold up
Coogan: Johor to match Northern Virginia data center capacity within years
“They're like a couple years away from having the same amount of Energy capacity as Northern Virginia, where like all the major AWS hubs are.”
Prediction Held up
Coogan: Anthropic won't air all four Super Bowl ads due to $80M cost
“Someone ran the numbers, and if they did all, if they aired all four, it would be something like eighty million dollars or something. I don't think that they're gonna run all four.”
Prediction Held up
Musk's DOGE Vehicle Will Likely Face Congressional or Legal Challenges
“I think the exact structure of Doge is evolving, and I think we'll go through a couple different maybe, maybe congressional or legal challenges, but it is evolving.”
Prediction Held up
Coogan: S&P 500 will gain another 15% in 2025
“S and P 500 sees another 15% gain. I agree.”
Prediction Held up
Coogan: No AI-produced film will receive an Oscar nomination in 2025
“Not gonna happen in twenty-twenty-five, but probably soon.”
Prediction Didn’t hold up
Coogan: Tesla will finally deliver the new Roadster in 2025
“I think this is the year he's going to deliver it. It's been forever delayed, but now like everything's clear. Stocks at all time highs. Like he's got all the approvals and stuff. Like he needs a new halo car.”
Prediction Held up
Coogan: TikTok ban is happening unless Trump overrides it
“There is a law that's passed that should ban TikTok. It's happening unless Trump overrides it.”