Predictions
182 of 1,621 predictions match — page 3 of 4. Click any row to view its detail.
Filters
Domain
AllAIAI/AgentsAI/AGIAI/ArchitectureAI/ChinaAI/CognitionAI/ComputeAI/CorporateAI/FinanceAI/HardwareAI/InfrastructureAI/ManufacturingAI/MarketsAI/MathematicsAI/PhysicsAI/SoftwareAI/StartupsAI/StrategyAuto/TransportBiotech/LongevityCapital MarketsConsumerCryptoDefenseEconomyEconomy/OrgEducationEnergyEnergy/ComputeFinance/CryptoGeopoliticsInvestingLabor/JobsMacro/EconomyManufacturingMarkets/StocksMedia/AdsOtherPolicy/SemisQuantumQuantum/AIReal EstateRoboticsSemisSemis/ASICsSemis/GeopoliticsSemis/HardwareSemis/MarketsSemis/MemorySemis/PackagingSemis/Productsshort_horizon_breakoutSpaceSpace/ComputeTechnology
Predictor
| ID | Domain | Topic | Title | Predictor | Conv | SQ | Prior | Status | Window |
|---|---|---|---|---|---|---|---|---|---|
| INF_017 | Energy | Colossus-Phase-2 | xAI Colossus Phase 2 will consume approximately 1.5 gigawatts of power — city… | Elon Musk | 5/5 | A | 82.0% | in_progress | 2026-01-01 – 2027-11-30 |
| INF_021 | Energy | steel-mills-climate-deferral | AI data centers are the 'steel mills of the 21st century' — humanity will mis… | Eric Schmidt | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2030-11-30 |
| INF_024 | Markets/Stocks | VC-infrastructure-pivot | Venture capital will pivot from funding software startups toward financing na… | Marc Andreessen / Ben Horowitz | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2030-09-30 |
| INF_026 | AI | software-3.0-utility | 'Software 3.0' LLM infrastructure will operate like public utilities — requir… | Andrej Karpathy | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2028-10-31 |
| INF_034 | Real Estate | DC-REIT-expansion | Equinix has 56 planned data-center projects including 13 xScale developments … | Equinix | 5/5 | B | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| INF_035 | Semis | 3D-printed-cooling | Advanced U.S. manufacturing capacity for 3D-printed liquid-cooling plates wil… | Fabric8Labs (NEA / Intel Capital funded) | 4/5 | C | 75.0% | in_progress | 2026-01-01 – 2028-12-31 |
| INF_037 | Geopolitics | US-China-AI-arms-race | An all-out AI arms race between the US and China is inevitable — reaching sup… | Leopold Aschenbrenner | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2030-11-30 |
| INF_041 | Education | K-12-AI-reimagining | K-12 education will be rebuilt from first principles using AI systems — insti… | Joe Liemandt / MacKenzie Price | 4/5 | C | 65.0% | in_progress | 2026-01-01 – 2030-09-30 |
| INF_043 | AI | intelligence-deflation | Unit cost of intelligence will drop at a rate far exceeding Moore's Law, driv… | Marc Andreessen | 5/5 | B | 82.0% | in_progress | 2026-01-01 – 2031-10-31 |
| INF_044 | Energy | US-energy-demand-growth | US total energy consumption will rise by approximately 10% over the next deca… | Morgan Stanley | 4/5 | B | 75.0% | in_progress | 2026-01-01 – 2035-11-30 |
| INF_045 | Energy | nuclear-renaissance-capex | Nuclear sector will draw approximately $1.5 trillion in cumulative capital in… | Morgan Stanley | 4/5 | B | 65.0% | in_progress | 2026-01-01 – 2050-11-30 |
| INF_046 | Geopolitics | sovereign-AI-energy-independence | Governments worldwide will increasingly prioritize absolute energy independen… | Morgan Stanley | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2030-11-30 |
| INF_059 | Energy | Global-South-energy-stacking | Global South energy transitions will follow "energy stacking" rather than sub… | Peter Dannenberg | 3/5 | C | 75.0% | in_progress | 2026-01-01 – 2035-10-31 |
| INF_063 | Energy | grid-scale-battery-necessity | Advancing sustainable, high-capacity battery storage is the only mechanism to… | Morgan Stanley | 4/5 | B | 78.0% | in_progress | 2026-01-01 – 2030-11-30 |
| INF_067 | Auto/Transport | utilization-guarantee-agreements | Uber will execute "utilization guarantee agreements" with major charging netw… | Dara Khosrowshahi | 4/5 | B | 75.0% | in_progress | 2026-01-01 – 2028-11-30 |
| INF_070 | Energy | bitcoin-mining-load-balancer | Bitcoin mining will function as the ultimate "buyer of last resort" for energ… | Leopold Aschenbrenner | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2030-11-30 |
| ROB_003 | AI | science-25-in-5-years | AI will allow humanity to complete the next 25 years of scientific discovery … | Kevin Weil | 5/5 | B | 55.0% | in_progress | 2026-01-01 – 2030-08-31 |
| ROB_013 | Robotics | language-to-actuation-generalization | Research foundations enabling seamless human-robot interaction in complex 3D … | Jimmy Ba | 4/5 | C | 75.0% | in_progress | 2026-01-01 – 2030-11-30 |
| ROB_018 | Macro/Economy | Enterprise-Singularity-Amazon | The 'Enterprise Singularity' — Amazon will soon become the first major corpor… | Jason Calacanis | 5/5 | B | 78.0% | in_progress | 2026-01-01 – 2028-12-31 |
| ROB_019 | Macro/Economy | Electro-Industrial-Stack | The rise of the 'Electro-Industrial Stack' — AI moving out of the browser and… | Marc Andreessen | 5/5 | B | 70.0% | in_progress | 2026-01-01 – 2030-12-31 |
| ROB_020 | Macro/Economy | Factory-is-the-Product | The 'Factory-is-the-Product' model will dominate venture-backed manufacturing… | Marc Andreessen | 4/5 | B | 62.0% | in_progress | 2026-01-01 – 2030-12-31 |
| ROB_021 | Geopolitics | US-China-physical-engineering-race | The United States is locked in a fierce physical engineering race with China … | Marc Andreessen | 5/5 | B | 82.0% | in_progress | 2026-01-01 – 2032-10-31 |
| ROB_022 | Defense | physical-AI-national-security | Maintaining technological competitiveness in Physical AI is an acute, existen… | Eric Schmidt | 5/5 | A | 80.0% | in_progress | 2026-01-01 – 2032-09-30 |
| ROB_023 | Space | Falcon-9-140-launches-2026 | SpaceX expects approximately 140-145 Falcon 9 launches in 2026 — maintaining … | Gwynne Shotwell | 5/5 | B | 72.0% | in_progress | 2026-01-01 – 2026-11-30 |
| ROB_024 | Biotech/Longevity | global-BioVault-network | Automated robotics and AI-powered monitoring will establish a global network … | Ben Lamm | 4/5 | B | 52.0% | in_progress | 2026-01-01 – 2035-06-30 |
| ROB_025 | Biotech/Longevity | high-throughput-phenotyping | Genomic prediction will be entirely revolutionized by high-throughput phenoty… | Peter Dannenberg | 4/5 | C | 70.0% | in_progress | 2026-01-01 – 2032-11-30 |
| ROB_026 | Defense | machine-speed-cyberattacks | Autonomous AI agents will execute multi-stage cyberattacks at machine speeds … | Alex Finn | 5/5 | C | 82.0% | in_progress | 2026-01-01 – 2030-09-30 |
| SEM_003 | Energy/Compute | hardware | Fierce zero-sum scramble will saturate every available long-term power contra… | Leopold Aschenbrenner | 5/5 | A | 88.0% | in_progress | 2026-01-01 – 2030-12-31 |
| SEM_017 | Semis | hardware | TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at … | TSMC (All-In Podcast analysis) | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_018 | Semis | hardware | SMIC (China) projected at only 100,000 wafers/month of advanced-process capac… | SMIC (All-In Podcast analysis) | 4/5 | B | 65.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_019 | Semis | hardware | Samsung will produce 150,000 wafers/month in sub-7nm processes by 2026, servi… | Samsung (All-In Podcast analysis) | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_020 | Semis | NVIDIA | Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's… | Nvidia (All-In Podcast analysis) | 5/5 | A | 88.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_024 | Semis/Markets | hardware | Memory stocks are THE primary beneficiary of the semiconductor growth cycle e… | Joseph Moore | 5/5 | A | 88.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_026 | Semis/Products | NVIDIA | Nvidia's next 'Rubin' product cycle is the most critical factor for semi indu… | Joseph Moore | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2027-12-31 |
| SEM_028 | Capital Markets | hardware | Main characters for semi institutional portfolios: Nvidia, Broadcom, and high… | Joseph Moore | 5/5 | A | 75.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_031 | Semis/Hardware | hardware | AI boom will cause severe cascading shortages in memory and GPUs — violently … | Alex Wissner-Gross | 4/5 | A | 82.0% | in_progress | 2026-01-01 – 2026-12-31 |
| SEM_036 | AI/Cognition | jobs | World-class AI programmers will appear within 1-2 years (by 2027-2028). | Eric Schmidt | 4/5 | A | 72.0% | in_progress | 2026-01-01 – 2028-12-31 |
| SEM_043 | Space/Compute | orbital-AI | SpaceX is actively exploring deployment of data centers in space — seeking re… | Gwynne Shotwell | 4/5 | A | 60.0% | in_progress | 2026-01-01 – 2031-12-31 |
| SPC_003 | Markets/Stocks | Space-60-framework | The 'Space 60' framework — mapping 60 public companies spanning the full aero… | Morgan Stanley | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2030-05-31 |
| SPC_013 | Space | NASA-cadence-6-to-9-months | As 15th NASA Administrator (confirmed December 2025), Isaacman predicts NASA … | Jared Isaacman | 4/5 | B | 50.0% | in_progress | 2026-01-01 – 2030-10-31 |
| SPC_015 | Space | AI-collision-avoidance-LEO | AI will continuously analyze orbital trajectories of active satellites and sp… | Andrej Karpathy | 4/5 | B | 82.0% | in_progress | 2026-01-01 – 2030-11-30 |
| SPC_016 | Space | EO-edge-computing-satellite | AI transforms Earth Observation satellites via on-orbit edge computing — pars… | Ben Lamm | 4/5 | C | 80.0% | in_progress | 2026-01-01 – 2030-11-30 |
| SPC_017 | AI | multimodal-data-entropy | Startups capable of cleaning, structuring, and validating multimodal data pip… | Jennifer Li | 3/5 | C | 70.0% | in_progress | 2026-01-01 – 2029-10-31 |
| SPC_018 | Markets/Stocks | five-core-space-miners | Five North America-linked miners — MP Materials, Almonty Industries, Freeport… | Morgan Stanley | 4/5 | B | 75.0% | in_progress | 2026-01-01 – 2030-05-31 |
| SPC_019 | Geopolitics | aerospace-supply-chain-decoupling | Aerospace-sector manufacturing base is being aggressively reoriented away fro… | Peter Dannenberg | 3/5 | C | 78.0% | in_progress | 2026-01-01 – 2032-11-30 |
| SPC_021 | Space | Relativity-AI-rocket-manufacturing | Relativity Space will revolutionize manufacturing of atmospheric and orbital … | Eric Schmidt | 4/5 | B | 55.0% | in_progress | 2026-01-01 – 2029-10-31 |
| SPC_022 | AI | AI-science-2026 | '2026 will be for AI in science what 2025 was for AI in software engineering'… | Kevin Weil | 5/5 | B | 62.0% | in_progress | 2026-01-01 – 2026-09-30 |
| SPC_027 | AI | trillion-dollar-agent-economy | A 'trillion-dollar agent economy' driven by hyper-deflation of intelligence —… | Alex Finn | 5/5 | C | 72.0% | in_progress | 2026-01-01 – 2030-10-31 |
| SPC_030 | Education | Eureka-teacher-AI-symbiosis | Eureka Labs vision: 'teacher + AI symbiosis' that scales human expertise infi… | Andrej Karpathy | 4/5 | B | 60.0% | in_progress | 2026-01-01 – 2030-05-31 |
| 241_018 | Energy | AI-timing | Algorithms becoming more efficient will not reduce power demand - it will inc… | Eric Schmidt | 5/5 | C | 65.0% | in_progress | 2026-06-01 – 2026-06-30 |