Predictions
1,622 of 1,622 predictions match — page 7 of 33. Click any row to view its detail.
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Predictor
| ID | Domain | Topic | Title | Predictor | Conv | SQ | Prior | Status | Window |
|---|---|---|---|---|---|---|---|---|---|
| CMQ_004 | AI | AGI-capability-roadmap | AGI-like models matching or outperforming human experts across most professio… | Dario Amodei | 5/5 | A | 60.0% | pending | 2026-01-01 – 2027-11-30 |
| CMQ_005 | AI | software-automation | AI will handle the entire software development process end-to-end within 6-12… | Dario Amodei | 5/5 | A | 68.0% | pending | 2026-01-01 – 2027-10-31 |
| CMQ_008 | Labor/Jobs | automation-policy | Rapid agentic automation of white-collar work could precipitate an employment… | Dario Amodei | 4/5 | A | 55.0% | pending | 2026-01-01 – 2030-12-31 |
| CMQ_009 | AI | AGI-realism | Altman's claim of doctor-level AI diagnostic capability within 2-3 years is '… | Demis Hassabis | 5/5 | A | 70.0% | pending | 2026-01-01 – 2028-08-31 |
| CMQ_010 | AI | AGI-definition | True AGI requires genuine scientific-discovery capabilities (AlphaFold-class … | Demis Hassabis | 4/5 | A | 60.0% | pending | 2026-01-01 – 2035-11-30 |
| CMQ_011 | AI | AI-alignment | AGI is plausible within 10 years, BUT alignment and safety must be solved BEF… | Demis Hassabis | 4/5 | A | 50.0% | pending | 2026-01-01 – 2036-10-31 |
| CMQ_017 | Energy | power-grid | US electricity production must grow by 'tens of percent' by end of decade to … | Leopold Aschenbrenner | 5/5 | A | 75.0% | in_progress | 2026-01-01 – 2026-11-30 |
| CMQ_019 | Geopolitics | AI-safety-governance | Physical intervention (literally unplugging data centers) may be required onc… | Eric Schmidt | 4/5 | A | 20.0% | pending | 2026-01-01 – 2030-10-31 |
| CMQ_020 | Macro/Economy | AI-capex | Nearly $2.5 trillion of AI-related infrastructure investment will flow throug… | Morgan Stanley | 5/5 | A | 72.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_021 | Macro/Economy | AI-as-macro-variable | AI has transitioned from a thematic technology disruption to a primary macroe… | Morgan Stanley | 4/5 | A | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_022 | AI | superintelligence | AGI will arrive within a decade (by 2030) — driven primarily by massive raw c… | Elon Musk | 5/5 | A | 50.0% | pending | 2026-01-01 – 2030-10-31 |
| CMQ_023 | AI/Compute | tokens-economy | Tokens are the new raw material — data centers are no longer cost centers but… | Jensen Huang | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_024 | AI/Compute | tokens-per-watt | 'Tokens per Watt' is the defining Key Performance Indicator (KPI) for the mod… | Jensen Huang | 5/5 | A | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_025 | AI/Compute | DC-replacement | The entire global installed base of data centers must be ripped out and repla… | Jensen Huang | 5/5 | A | 78.0% | in_progress | 2026-01-01 – 2032-12-31 |
| CMQ_027 | AI/Compute | inference-shift | The inference inflection has arrived — industry transitioning from training-d… | Jensen Huang | 5/5 | A | 92.0% | hit | 2026-01-01 – 2026-12-31 |
| CMQ_029 | Semis/Memory | DRAM-mandate | DRAM manufacturers must expand production aggressively — 'NVIDIA will buy all… | Jensen Huang | 5/5 | A | 90.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_030 | AI/Compute | CPU-resurgence | In the modern AI pipeline, the CPU no longer merely supports the model — it d… | Jensen Huang | 5/5 | A | 78.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_032 | Macro/Economy | cost-of-intelligence | Exponential collapse in cost of intelligence shifts the primary economic bott… | Alex Wissner-Gross | 4/5 | A | 75.0% | in_progress | 2026-01-01 – 2030-12-31 |
| CMQ_033 | Semis/Memory | HBM-demand | Global HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute crit… | Morgan Stanley | 5/5 | A | 82.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_034 | Semis/Memory | HBM-shortage | HBM will remain in structural shortage through at least 2027 — shortage exten… | Morgan Stanley | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_035 | Semis/Memory | HBM4-complexity | HBM4 16-layer stack design (required for Vera Rubin) places unprecedented yie… | Jensen Huang / Morgan Stanley | 5/5 | A | 75.0% | pending | 2026-01-01 – 2027-12-31 |
| CMQ_036 | Semis/Memory | SK-Hynix-share | SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HB… | Morgan Stanley | 5/5 | A | 78.0% | partial | 2026-01-01 – 2026-12-31 |
| CMQ_037 | Semis/Memory | Samsung-share | Samsung will grow global HBM market share from 20% to 28% by securing majorit… | Morgan Stanley | 4/5 | A | 50.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_038 | Semis/Memory | Micron-HBM4 | Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s b… | Micron | 5/5 | A | 85.0% | hit | 2026-01-01 – 2026-12-31 |
| CMQ_039 | Semis/Packaging | TSMC-CoWoS | TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafer… | Morgan Stanley | 5/5 | A | 80.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_041 | Semis/Memory | consumer-DRAM-shortage | Reallocation of foundry real estate toward high-margin HBM leaves severe unad… | Morgan Stanley | 5/5 | A | 82.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_042 | AI/Compute | CPU-bottleneck-shift | As AI evolves from Generative to Agentic, structural computing bottlenecks sh… | Morgan Stanley | 5/5 | A | 72.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_043 | AI/Compute | CPU-latency | In complex Agentic AI workloads, CPU-side processing accounts for 50-90% of e… | Morgan Stanley / Georgia Tech / Intel | 5/5 | A | 92.0% | hit | 2026-01-01 – 2026-12-31 |
| CMQ_044 | AI/Compute | CPU-GPU-ratio | Future data-center architectures optimized for agentic workflows may require … | Morgan Stanley | 5/5 | A | 65.0% | pending | 2026-01-01 – 2030-12-31 |
| CMQ_045 | Semis | CPU-TAM-expansion | Agentic AI will create additional CPU market space of $10B-$100B by 2030, pot… | Morgan Stanley | 5/5 | A | 60.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_046 | Semis/Memory | agentic-DRAM | Sustained memory contexts required for agent 'memory' will drive additional 1… | Morgan Stanley | 5/5 | A | 68.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_047 | AI | autonomous-agents | Autonomous code agents and AutoResearch systems will close the loop on comple… | Andrej Karpathy | 4/5 | A | 65.0% | pending | 2026-01-01 – 2026-11-30 |
| CMQ_048 | Labor/Jobs | call-center-displacement | Agentic AI will fully replace Level 1 customer support call centers globally … | Jason Calacanis / David Sacks | 5/5 | B | 70.0% | pending | 2026-01-01 – 2029-12-31 |
| CMQ_049 | AI/Markets | platform-monopoly | Traditional tech giants (Apple, Meta, Microsoft) with massive existing platfo… | Jason Calacanis | 4/5 | B | 50.0% | pending | 2026-01-01 – 2030-12-31 |
| CMQ_052 | Robotics | humanoid-economics | Humanoid robot price will drop to ~$20K-$30K per unit — leased cost ~$500/mon… | Brett Adcock | 5/5 | A | 45.0% | pending | 2026-01-01 – 2026-11-30 |
| CMQ_054 | Macro/Economy | abundance-thesis | Humanoid physical automation (Optimus + Figure + competitors) will usher in a… | Elon Musk | 5/5 | A | 20.0% | pending | 2026-01-01 – 2035-12-31 |
| CMQ_055 | Robotics | humanoid-UI | Multimodal voice recognition powered by generative AI will serve as the defau… | Brett Adcock | 4/5 | A | 78.0% | in_progress | 2026-01-01 – 2028-09-30 |
| CMQ_056 | AI/Compute | edge-SLM | Small Language Model (SLM) optimizations and model-distillation techniques wi… | Dario Amodei | 4/5 | A | 82.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_057 | AI | democratization | Democratization of sophisticated AI tools means any 'kid in a basement' can n… | Mark Cuban | 4/5 | B | 85.0% | in_progress | 2026-01-01 – 2026-08-31 |
| CMQ_058 | AI/Compute | local-compute | Localized hardware setups (multiple Apple Mac Studios, dedicated 'AI Max 300'… | Alex Finn | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_059 | AI | local-compute-drivers | Shift to local compute is driven by: (1) absolute data privacy, (2) cost cont… | Alex Finn | 4/5 | B | 82.0% | in_progress | 2026-01-01 – 2026-09-30 |
| CMQ_063 | Quantum/AI | quantum-AI-integration | Quantum compute integration with AI optimization algorithms and material-scie… | Alex Wissner-Gross | 3/5 | B | 15.0% | pending | 2026-01-01 – 2035-12-31 |
| COD_ROB_003 | Robotics | humanoid-deployment | At least two humanoid vendors exceed 1,000 cumulative deployed robots by end … | Codex Research Pack | 3/5 | — | 58.0% | pending | 2026-01-01 – 2027-12-31 |
| COD_SPC_003 | Space | Starship-orbital-refueling | SpaceX completes large-scale Starship vehicle-to-vehicle cryogenic propellant… | Codex Research Pack | 4/5 | — | 35.0% | pending | 2026-01-01 – 2026-12-31 |
| CYB_002 | Macro/Economy | integration-schlep | Despite raw agentic tool-use benchmarks tracking ahead of schedule, the enter… | Leopold Aschenbrenner | 4/5 | B | 85.0% | in_progress | 2026-01-01 – 2030-12-31 |
| CYB_003 | AI | autonomous-agent-societies | Localized, ungoverned multi-agent networks will spontaneously generate their … | Alex Finn | 4/5 | C | 62.0% | partial | 2026-01-01 – 2026-08-31 |
| CYB_004 | AI | AAIF-interoperability-standards | The Agentic AI Foundation (AAIF) under the Linux Foundation — backed by Dorse… | Jack Dorsey | 4/5 | C | 58.0% | in_progress | 2026-01-01 – 2029-09-30 |
| CYB_005 | AI | memory-becomes-moat | 'Memory becomes the moat' — by 2026, the global discourse around 'AI safety' … | Ray Kurzweil | 5/5 | B | 72.0% | in_progress | 2026-01-01 – 2026-08-31 |
| CYB_008 | Semis | memory-capex-8-to-30 | Hyperscaler capital expenditure specifically on memory architecture leaps fro… | Morgan Stanley | 5/5 | B | 78.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CYB_009 | AI | TPU-to-GPU-architectural-rewrite | Hardware-software alignment will force widespread foundational-codebase rewri… | David Holz | 4/5 | C | 90.0% | hit | 2026-01-01 – 2028-09-30 |