The Calls
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.
Everyone John Coogan (33)Jordi Hays (14)Dylan Patel (4)Andrew Huberman (4)Brian Armstrong (3)Brad Gerstner (3)Tyler Cosgrove (2)Ted Feldmann (2)Tae Kim (2)Sean Frank (2)Sam Lessin (2)Mark Gurman (2)
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The record (17) every resolved claim →
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.”
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.”
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.”
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”
Coogan: Character.ai will be built on third-party APIs
“Character will be built on top of other APIs.”
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.”
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.”
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.”
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.”
Coogan: A SpaceX IPO is coming around September or October 2026
“So, maybe September, maybe October, but, ah, it's coming.”
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.”
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.”
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.”
Coogan: No AI-produced film will receive an Oscar nomination in 2025
“Not gonna happen in twenty-twenty-five, but probably soon.”