AMD
Advanced Micro Devices · Nasdaq · USA
Cap tier
Mega
Approx cap
$350.0B
Bull scenarios
412
Adverse scenarios
23
Other links
0
Modeled impact
unknown
0 explicit links; 435 public links lack move; 0 lack probability
Themes & clusters
From SRC_B Theme-Company Matrix
C2Application-Specific Chip DesignsEnclaved Key IsolationFab Process Nodes (1.6nm/2nm/3nm/5nm)GPU / compute supply chain (memory chip crises, fabs)GPUs / VRAMHBM3E memory (and HBM4)Local on-device LLM inferenceNeural engines (on-device)On-device inference (future target)TSMC 2nm nodeTSMC 3nm node
Investment thesis
From SRC_B Company Master
Clear #2 in AI GPU with upside if software stack closes.
Bull scenarios (412)
Predictions where this ticker benefits
| Pred | Role | Domain | Prediction | Predictor | Current | Move | Impact | Status |
|---|---|---|---|---|---|---|---|---|
| CMQ_026 | multi_vector | Semis | NVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence. | Jensen Huang | 87.1% | unknown | unknown | in_progress |
| SEM_003 | multi_vector | Energy/Compute | Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade. | Leopold Aschenbrenner | 85.7% | unknown | unknown | in_progress |
| CMQ_034 | multi_vector | Semis/Memory | HBM will remain in structural shortage through at least 2027 — shortage extends multi-year despite aggressive fab expansion. | Morgan Stanley | 83.9% | unknown | unknown | in_progress |
| SEM_024 | multi_vector | Semis/Markets | Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint). | Joseph Moore | 81.8% | unknown | unknown | in_progress |
| AUT_016 | multi_vector | AI | NVIDIA Rubin platform in full production by 2026 — slashes computational cost of generating AI tokens to 1/10 of previous architectures. Autonomous reasoning model 'Alpamayo' shifts self-driving technology from fragile rule-based coding to verifiable l... | Jensen Huang | 81.0% | unknown | unknown | in_progress |
| SEM_004 | multi_vector | Investing | Capital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities. | Leopold Aschenbrenner | 77.4% | unknown | unknown | in_progress |
| CMQ_033 | multi_vector | Semis/Memory | Global HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute critical resource constraint in the AI compute supply chain. | Morgan Stanley | 75.1% | unknown | unknown | pending |
| AI_017 | multi_vector | Semis | NVIDIA will make Agentic AI the primary demand vector via two specialized products: the 'NemoClaw' developer toolkit for building/orchestrating autonomous agents, and the 'Vera CPU rack' hardware platform explicitly designed to host, deploy, and execut... | Jensen Huang | 74.8% | unknown | unknown | in_progress |
| SEM_020 | multi_vector | Semis | Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. | Nvidia (All-In Podcast analysis) | 74.2% | unknown | unknown | in_progress |
| CMQ_029 | multi_vector | Semis/Memory | DRAM manufacturers must expand production aggressively — 'NVIDIA will buy all you can make'. | Jensen Huang | 74.1% | unknown | unknown | in_progress |
| SEM_013 | multi_vector | Policy/Semis | Every nation needs to build advanced chip manufacturing capability — sovereign semiconductor production is existential. | Jensen Huang | 73.0% | unknown | unknown | in_progress |
| CMQ_028 | multi_vector | Semis | NVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026). | Jensen Huang | 72.4% | unknown | unknown | pending |
| CMQ_041 | multi_vector | Semis/Memory | Reallocation of foundry real estate toward high-margin HBM leaves severe unaddressed supply shortage for traditional consumer-grade DRAM — bifurcation of global memory market. | Morgan Stanley | 71.4% | unknown | unknown | in_progress |
| SEM_026 | multi_vector | Semis/Products | Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. | Joseph Moore | 71.4% | unknown | unknown | in_progress |
| CMQ_039 | multi_vector | Semis/Packaging | TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafers/month by 2026 to meet baseline demand from NVIDIA, AMD, and hyperscaler ASICs. | Morgan Stanley | 70.9% | unknown | unknown | pending |
| CYB_008 | multi_vector | Semis | Hyperscaler capital expenditure specifically on memory architecture leaps from approximately 8% of total AI capex (2023) to 30% by end-2026 — High Bandwidth Memory (HBM) and DRAM face severe structural supply constraints with DRAM prices more than doub... | Morgan Stanley | 68.8% | unknown | unknown | in_progress |
| IND_012 | multi_vector | Biotech/Longevity | NVIDIA BioNeMo platform + Evo 2 model fundamentally compresses a century of biology into a decade — Evo 2 achieves 90% accuracy in BRCA1 predictions; AI models will seamlessly transition generated biological designs into practical, synthesized clinical... | Jensen Huang | 68.1% | unknown | unknown | in_progress |
| CMQ_036 | multi_vector | Semis/Memory | SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026. | Morgan Stanley | 68.0% | unknown | unknown | partial |
| CMQ_035 | multi_vector | Semis/Memory | HBM4 16-layer stack design (required for Vera Rubin) places unprecedented yield and capacity strain on global memory fabrication facilities. | Jensen Huang / Morgan Stanley | 67.5% | unknown | unknown | pending |
| SEM_031 | multi_vector | Semis/Hardware | AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segments. | Alex Wissner-Gross | 67.1% | unknown | unknown | in_progress |
| SEM_015 | multi_vector | Policy/Semis | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Jensen Huang | 66.3% | unknown | unknown | in_progress |
| CMQ_044 | multi_vector | AI/Compute | Future data-center architectures optimized for agentic workflows may require 1:2 or even 2:1 CPU-to-GPU ratio (vs historical 1:12) to prevent GPU idle-waiting. | Morgan Stanley | 65.0% | unknown | unknown | pending |
| SEM_017 | multi_vector | Semis | TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at 2nm and ~200K/mo at 3nm. | TSMC (All-In Podcast analysis) | 64.8% | unknown | unknown | in_progress |
| CMQ_046 | multi_vector | Semis/Memory | Sustained memory contexts required for agent 'memory' will drive additional 15-45 exabytes of DRAM demand by 2027 — up to 77% of global supply. | Morgan Stanley | 62.7% | unknown | unknown | pending |
| SEM_023 | multi_vector | Semis/Markets | No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. | Joseph Moore | 62.6% | unknown | unknown | pending |
| 238_020 | multi_vector | AI | Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently) | Alex Wissner-Gross | 60.7% | unknown | unknown | partial |
| SEM_028 | multi_vector | Capital Markets | Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. | Joseph Moore | 60.5% | unknown | unknown | in_progress |
| 247_034 | multi_vector | Biotech/Longevity | Dario Amodei said double human lifespan within the decade | Dario Amodei | 59.4% | unknown | unknown | pending |
| 237_025 | multi_vector | AI | We are currently in the midst of the singularity, not waiting for it in the 2040s as originally expected. | Peter Diamandis | 59.4% | unknown | unknown | pending |
| 230_011 | multi_vector | Markets/Stocks | Enterprise software will be dead because AI can just write code (per Dario Amodei). | Dario Amodei | 59.2% | unknown | unknown | pending |
| 231_021 | multi_vector | Consumer | Privacy is cooked; every major company will have AI-recording wearables and micro drones gathering data. | Peter Diamandis | 59.2% | unknown | unknown | pending |
| 234_028 | multi_vector | Biotech/Longevity | Lab grown meat will replace conventional meat as the healthier environmental option | Peter Diamandis | 57.3% | unknown | unknown | pending |
| 241_011 | multi_vector | Labor/Jobs | By end of 2026, no one will write code manually - it'll be a quaint skill | Peter Diamandis | 55.2% | unknown | unknown | pending |
| 244_032 | multi_vector | Markets/Stocks | Uber will cash flow $10B this year (2026) | Dara Khosrowshahi | 55.2% | unknown | unknown | pending |
| 231_044 | multi_vector | Macro/Economy | Universal High Income programs need to be figured out in next 2-3 years. | Peter Diamandis | 55.2% | unknown | unknown | pending |
| 242_012 | multi_vector | Auto/Transport | Flying cars (eVTOLs) will be operating in US within 18 months | Peter Diamandis | 55.2% | unknown | unknown | pending |
| 247_046 | multi_vector | AI | AI investment will reach $3 billion per day, up from $2B in 2025 | Peter Diamandis | 55.2% | unknown | unknown | pending |
| 238_004 | multi_vector | Media/Ads | Future Vision X-Prize will produce at least one (possibly two) feature films depicting the future | Peter Diamandis | 55.2% | unknown | unknown | pending |
| 233_016 | multi_vector | Education | Alpha will keep opening schools coast-to-coast; 13 new schools this year with more to come. | MacKenzie Price | 55.2% | unknown | unknown | in_progress |
| 247_041 | multi_vector | Biotech/Longevity | AI-powered drugs have 85% phase 1 success vs 52% traditional | Peter Diamandis | 55.2% | unknown | unknown | pending |
| SEM_025 | multi_vector | Capital Markets | Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. | Joseph Moore | 55.0% | unknown | unknown | pending |
| 242_022 | multi_vector | Real Estate | Personal garages at home will disappear | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 236_047 | multi_vector | Macro/Economy | New emotional pandemic of fear and anger coming | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 237_004 | multi_vector | Consumer | Mac Mini sales will continue their exponential growth driven by local AI demand. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 233_017 | multi_vector | Labor/Jobs | Reskilling using AI technology will be fundamentally critical for workforce. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 240_043 | multi_vector | Labor/Jobs | CS placements collapsed from 89% to 19% over 3 years; similar collapse coming for other professions | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 236_026 | multi_vector | Education | College bankruptcy rate will skyrocket | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 232_041 | multi_vector | Geopolitics | PhD students in the US should have green cards stapled to their PhD at graduation. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 233_001 | multi_vector | Labor/Jobs | Rapid pace of AI will soon require every major company to begin reskilling employees. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 231_011 | multi_vector | Geopolitics | The country that trains its next generation on AI wins the entire talent war. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 241_018 | multi_vector | Energy | Algorithms becoming more efficient will not reduce power demand - it will increase (Jevons paradox) | Eric Schmidt | 55.0% | unknown | unknown | in_progress |
| 233_002 | multi_vector | Education | Colleges will continue going bankrupt as perceived importance declines and tuition costs escalate. | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 240_044 | multi_vector | Education | College bankruptcy rates in the US are skyrocketing | Peter Diamandis | 55.0% | unknown | unknown | pending |
| 236_033 | multi_vector | AI | Pie will grow very quickly as AI does work of millions of humans in hours | Andrew Yang | 55.0% | unknown | unknown | partial |
| 237_001 | multi_vector | AI | Increased hacker profile and AI-driven social engineering attacks will become more and more prevalent. | Peter Diamandis | 54.8% | unknown | unknown | pending |
| 237_002 | multi_vector | AI | We will see a lot of evolution and many OpenClaw variants emerging very quickly as an early domain being developed. | Peter Diamandis | 54.8% | unknown | unknown | pending |
| 232_018 | multi_vector | AI | We are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived. | Eric Schmidt | 54.8% | unknown | unknown | pending |
| 232_017 | multi_vector | AI | AI technology is going to happen, it's not going to get prevented or stopped. | Eric Schmidt | 54.8% | unknown | unknown | pending |
| 241_014 | multi_vector | AI | The world a year from today will be nothing like the world today | Peter Diamandis | 54.6% | unknown | unknown | pending |
| 242_013 | multi_vector | Auto/Transport | Flying cars will operate in LA in a big way in 2028 | Peter Diamandis | 54.6% | unknown | unknown | pending |
| 241_007 | multi_vector | AI | Super intelligence moment occurs within 2-3 years (San Francisco consensus) | San Francisco AI community | 54.6% | unknown | unknown | in_progress |
| 231_005 | multi_vector | AI | Next year frontier reasoning costs will be pennies (down from ~$7 now). | Peter Diamandis | 54.6% | unknown | unknown | pending |
| 238_049 | multi_vector | Auto/Transport | Archer Aviation plans to become operational in LA by 2028 | Peter Diamandis | 54.6% | unknown | unknown | pending |
| SEM_019 | multi_vector | Semis | Samsung will produce 150,000 wafers/month in sub-7nm processes by 2026, serving as critical secondary Western supplier. | Samsung (All-In Podcast analysis) | 54.6% | unknown | unknown | in_progress |
| 243_044 | multi_vector | Auto/Transport | Tesla with FSD is 10 times safer than human driving (host claim) | Peter Diamandis | 54.5% | unknown | unknown | pending |
| 240_056 | multi_vector | AI | Anthropic enterprise market share to continue growing (went from 40% to 73% in 3 months) | Peter Diamandis | 54.3% | unknown | unknown | pending |
| 241_053 | multi_vector | AI | AI chips are 2 kilowatts each - requires water cooling | Eric Schmidt | 54.3% | unknown | unknown | pending |
| 241_026 | multi_vector | Space | Space data center technology is understood and largely figured out | Eric Schmidt | 54.0% | unknown | unknown | in_progress |
| 241_054 | multi_vector | Space | Space wins by far on energy argument for data centers | Peter Diamandis | 54.0% | unknown | unknown | pending |
| 241_024 | multi_vector | Space | Heat dissipation and radiation issues in space data centers will be addressed | Eric Schmidt | 54.0% | unknown | unknown | in_progress |
| 241_059 | multi_vector | Energy | Government will continue unleashing capital to solve AI power problems | Peter Diamandis | 53.9% | unknown | unknown | pending |
| 241_060 | multi_vector | Space | Data centers will be built in space / rockets will carry data centers | Peter Diamandis | 53.6% | unknown | unknown | pending |
| 236_048 | multi_vector | Macro/Economy | Dropping birth rate not just China but Japan all-time low, South Korea, much of world | Peter Diamandis | 53.2% | unknown | unknown | pending |
| 246_037 | multi_vector | AI | 50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation). | Peter Diamandis | 52.9% | unknown | unknown | pending |
| 244_008 | multi_vector | Other | If you build liquid supply with product-market fit, demand will show up | Dara Khosrowshahi | 52.9% | unknown | unknown | pending |
| 244_030 | multi_vector | Other | Physical world tech adoption always takes longer than digital world | Dara Khosrowshahi | 52.9% | unknown | unknown | pending |
| 244_034 | multi_vector | Other | Companies get more conservative as they grow, but should do opposite | Dara Khosrowshahi | 52.9% | unknown | unknown | pending |
| 244_014 | multi_vector | Auto/Transport | AV is an industry where Chinese players have a lot to offer | Dara Khosrowshahi | 52.9% | unknown | unknown | pending |
| 235_022 | multi_vector | Energy | US will add a record 86 gigawatts of utility-scale capacity this coming year. | Peter Diamandis | 52.8% | unknown | unknown | pending |
| 241_044 | multi_vector | Energy | Rate of data center construction will continue accelerating with government support | Eric Schmidt | 52.4% | unknown | unknown | in_progress |
| 232_010 | multi_vector | AI | Voice becomes the new interface in the AI era, replacing typing. | Peter Diamandis | 52.2% | unknown | unknown | pending |
| 230_025 | multi_vector | AI | The next 18 months to 2 years will set the rules for the next century. | Peter Diamandis | 52.2% | unknown | unknown | pending |
| 235_033 | multi_vector | Auto/Transport | Chinese eVTOL taxi service moving toward commercial operations in 2027. | Peter Diamandis | 51.7% | unknown | unknown | pending |
| 246_035 | multi_vector | AI | Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. | Peter Diamandis | 51.3% | unknown | unknown | pending |
| 241_055 | multi_vector | Space | Next frontier of AI infrastructure is space | Peter Diamandis | 51.1% | unknown | unknown | pending |
| 231_012 | multi_vector | AI | Within 6 months to a year physics problems will be massively addressed by AI. | Peter Diamandis | 51.1% | unknown | unknown | pending |
| 241_019 | multi_vector | AI | AI scaling laws have not hit an asymptote yet | Eric Schmidt | 51.1% | unknown | unknown | pending |
| 232_019 | multi_vector | AI | AI cannot be stopped; there's no mechanism to pause it. | Ben Horowitz | 51.1% | unknown | unknown | pending |
| 241_015 | multi_vector | Markets/Stocks | Google and Nvidia will both do incredibly well due to TPU/GPU positioning | Eric Schmidt | 51.1% | unknown | unknown | pending |
| 238_017 | multi_vector | Labor/Jobs | Uber will automate approximately 30% of its employment this year (2026) | Dara Khosrowshahi | 51.0% | unknown | unknown | pending |
| 235_014 | multi_vector | AI | Sam Altman predicted 40x year-over-year hyperdeflation of AI costs at constant capability. | Sam Altman | 51.0% | unknown | unknown | pending |
| 243_043 | multi_vector | Auto/Transport | Tesla Cybercab priced around $30K vs Waymo cars around $150K | Peter Diamandis | 51.0% | unknown | unknown | pending |
| 247_032 | multi_vector | Biotech/Longevity | Full cell simulation achievable within 5 years | Peter Diamandis | 51.0% | unknown | unknown | pending |
| 244_023 | multi_vector | Labor/Jobs | Over next 10 years, will see a lot of augmentation of work and some replacement | Dara Khosrowshahi | 51.0% | unknown | unknown | pending |
| 241_062 | multi_vector | AI | Best AI labs will need to be controlled by humans (at the moment) | Eric Schmidt | 51.0% | unknown | unknown | pending |
| 237_024 | multi_vector | AI | Skippy will listen to this YouTube video and self-improve based on the transcript (Peter's expectation). | Peter Diamandis | 51.0% | unknown | unknown | pending |
| 246_026 | multi_vector | AI | In next year, significant cyber threats to mitigate from AI models (cited Altman). | Sam Altman | 51.0% | unknown | unknown | pending |
| 231_036 | multi_vector | Space | Relativity Space still probably a year or two away from launch. | Peter Diamandis | 51.0% | unknown | unknown | pending |
| 241_016 | multi_vector | Energy | 92 GW power shortage in America between now and 2030 | Eric Schmidt | 50.8% | unknown | unknown | pending |
| 241_048 | multi_vector | Education | AI/LLM will be the expression platform for student art, music, writing | Eric Schmidt | 50.8% | unknown | unknown | pending |
| 230_044 | multi_vector | Geopolitics | Unrest/civil unrest will materialize; tech AI leaders will face security threats and death threats. | Peter Diamandis | 50.8% | unknown | unknown | pending |
| 232_006 | multi_vector | Media/Ads | YouTube will win from AI video content proliferation as everyone produces resonant content. | Peter Diamandis | 50.8% | unknown | unknown | pending |
| 247_059 | multi_vector | Labor/Jobs | African nations will be impacted least by AI transition | Peter Diamandis | 50.8% | unknown | unknown | pending |
| 232_026 | multi_vector | Labor/Jobs | World will split into consumers and creators (couch potatoes vs Star Trek employees). | Peter Diamandis | 50.8% | unknown | unknown | pending |
| 241_009 | multi_vector | Labor/Jobs | Top programmers will become MORE valuable, not less, due to AI | Eric Schmidt | 50.8% | unknown | unknown | pending |
| 241_010 | multi_vector | Macro/Economy | Industry will consolidate into small number of very large companies and very large number of very small companies | Eric Schmidt | 50.8% | unknown | unknown | pending |
| 244_037 | multi_vector | Labor/Jobs | Uber will automate 20-30% of tasks, not 100%, leaving plenty of work | Dara Khosrowshahi | 50.8% | unknown | unknown | pending |
| 244_033 | multi_vector | Markets/Stocks | Uber will take big bets on adjacent fields, some will fail | Dara Khosrowshahi | 50.8% | unknown | unknown | pending |
| 244_021 | multi_vector | Media/Ads | AI press will continue to dramatize machines replacing humans | Dara Khosrowshahi | 50.8% | unknown | unknown | pending |
| 243_046 | multi_vector | Consumer | When Uber opens in a market, drunk driving incidents go down significantly | Dara Khosrowshahi | 50.8% | unknown | unknown | pending |
| 235_012 | multi_vector | Markets/Stocks | Large companies cannot pivot rapidly enough; zero ability to change. | Salim Ismail | 50.8% | unknown | unknown | pending |
| 235_036 | multi_vector | Media/Ads | AI-generated images will eliminate commercial photography, illustrators and stock image platforms. | Peter Diamandis | 50.8% | unknown | unknown | pending |
| 243_042 | multi_vector | Consumer | Within-hour delivery of anything to home is focus going forward | Dara Khosrowshahi | 50.8% | unknown | unknown | pending |
| 236_012 | multi_vector | Geopolitics | An independent candidate will get outsized support in 2028 despite attacks | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_016 | multi_vector | Education | College premium is quickly evaporating | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_024 | multi_vector | Real Estate | Commercial real estate will come under tremendous pressure | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_027 | multi_vector | Macro/Economy | Debt delinquency and mortgage delinquency rates rising; financial distress ratcheting up | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_028 | multi_vector | Consumer | AI chatbot/AI romance trend growing unfortunately | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_031 | multi_vector | Macro/Economy | Wealth concentration will pick up as firms have fewer workers | Andrew Yang | 50.8% | unknown | unknown | pending |
| 236_046 | multi_vector | Macro/Economy | Social unrest unfortunately much closer than we'd like to think | Andrew Yang | 50.8% | unknown | unknown | pending |
| 241_063 | multi_vector | Geopolitics | America needs to win AI race with smart immigration policy | Eric Schmidt | 50.8% | unknown | unknown | pending |
| 240_005 | multi_vector | AI | The organizational singularity will impact every company, nonprofit, and government | Salim Ismail | 50.6% | unknown | unknown | pending |
| 241_036 | multi_vector | AI | No frontier AI company will emerge in Russia due to war | Eric Schmidt | 50.6% | unknown | unknown | pending |
| 241_049 | multi_vector | AI | Underage kids / AI vulnerability problem must be solved - line we can't cross | Eric Schmidt | 50.6% | unknown | unknown | pending |
| 244_035 | multi_vector | Other | Uber will only enter adjacencies that 'rhyme' with core capabilities | Dara Khosrowshahi | 50.6% | unknown | unknown | pending |
| 246_027 | multi_vector | AI | AI models will be capable enough for terrorist groups to create novel pathogens (near future). | Sam Altman | 50.6% | unknown | unknown | pending |
| 241_047 | multi_vector | Education | Universities should create prompt engineering course starting September for all freshmen | Eric Schmidt | 50.6% | unknown | unknown | pending |
| 247_006 | multi_vector | AI | Anthropic ARR will reach $100 billion by end of 2026 | Peter Diamandis | 50.5% | unknown | unknown | pending |
| 242_019 | multi_vector | Auto/Transport | EVTOL autonomy will come within ~2 years after piloted version | Peter Diamandis | 50.4% | unknown | unknown | pending |
| 231_008 | multi_vector | AI | AI discoveries of past errors will topple some Nobel prizes. | Peter Diamandis | 50.4% | unknown | unknown | pending |
| 236_013 | multi_vector | Geopolitics | Democrats will no longer campaign in Iowa (DNC demoted Iowa) | Andrew Yang | 50.4% | unknown | unknown | pending |
| 240_014 | multi_vector | AI | Cost of reasoning models has dropped 1,000x in 16 months | Sam Altman | 50.3% | unknown | unknown | pending |
| 236_010 | multi_vector | Macro/Economy | 5% wealth tax would result in zero billionaires by next day | Andrew Yang | 50.3% | unknown | unknown | pending |
| 241_017 | multi_vector | Energy | Equivalent of ~60 nuclear plants needed by 2030 but essentially zero being built | Eric Schmidt | 50.1% | unknown | unknown | pending |
| 247_047 | multi_vector | Energy | Vertical farming market will reach $40 billion by 2030 | Peter Diamandis | 49.9% | unknown | unknown | pending |
| 244_018 | multi_vector | Auto/Transport | In 10 years you won't have to drive and will have plenty of choices | Dara Khosrowshahi | 49.9% | unknown | unknown | pending |
| 241_001 | multi_vector | AI | We are only 10-15% into the impacts of AI | Eric Schmidt | 49.9% | unknown | unknown | pending |
| 246_046 | multi_vector | Real Estate | Real estate, organizational structures, and minerals/mining will retain value over 5 years. | Peter Diamandis | 49.9% | unknown | unknown | pending |
| 234_020 | multi_vector | AI | AI spending will grow from $2B/day to $3-5B/day by 2030 | Peter Diamandis | 49.9% | unknown | unknown | pending |
| 244_004 | multi_vector | Auto/Transport | Race car driving will persist as a sport | Dara Khosrowshahi | 49.7% | unknown | unknown | pending |
| 238_055 | multi_vector | Macro/Economy | Marginal cost of production will approach zero for most goods (molecular manufacturing + 3D printing) | Peter Diamandis | 49.7% | unknown | unknown | pending |
| 234_023 | multi_vector | Labor/Jobs | 80% of audit tech team roles at big four firms to disappear | Peter Diamandis | 49.7% | unknown | unknown | pending |
| 240_023 | multi_vector | Biotech/Longevity | 45% of dementia cases are entirely preventable | Dr. Don Mucalem | 49.5% | unknown | unknown | pending |
| 241_037 | multi_vector | AI | Chinese AI strategy will stay open source / open weights | Eric Schmidt | 49.5% | unknown | unknown | pending |
| 241_023 | multi_vector | Energy | 10% of US electricity will be used by data centers | Eric Schmidt | 49.4% | unknown | unknown | pending |
| 231_033 | multi_vector | Space | Data centers in space will take 5-7 years at best, not 2-3. | Peter Diamandis | 49.4% | unknown | unknown | pending |
| 244_016 | multi_vector | Auto/Transport | AV will grow very quickly but remains very small industry today | Dara Khosrowshahi | 49.1% | unknown | unknown | pending |
| 231_030 | multi_vector | Energy | US AI industry needs 80 gigawatts of power in the next 3-5 years (Eric Schmidt cited). | Eric Schmidt | 49.1% | unknown | unknown | pending |
| 241_020 | multi_vector | Energy | 1 GW of power = ~$50 billion in hardware/software/data centers | Eric Schmidt | 48.6% | unknown | unknown | pending |
| 232_020 | multi_vector | Geopolitics | Real danger that US slows AI enough to fall behind China, losing control over societal outcomes. | Ben Horowitz | 48.5% | unknown | unknown | pending |
| 243_040 | multi_vector | Consumer | Suburban markets will be a new growth opportunity via drone delivery | Dara Khosrowshahi | 48.4% | unknown | unknown | pending |
| 243_032 | multi_vector | Markets/Stocks | Uber business growing at >20% and audience growing at ~20% | Dara Khosrowshahi | 48.4% | unknown | unknown | pending |
| 235_023 | multi_vector | Energy | Eric Schmidt said AI will require 100 gigawatts by 2029, called it a crisis. | Eric Schmidt | 47.8% | unknown | unknown | pending |
| INF_042 | multi_vector | Macro/Economy | Current market panic over AI compute and power will follow the historical pattern 'shortage leads to oversupply' — trillions flowing into data centers, GPU manufacturing, and energy procurement will ultimately crash the marginal cost of both compute an... | Marc Andreessen | 47.8% | unknown | unknown | pending |
| 241_031 | multi_vector | AI | Scientists don't agree yet on approach for recursive self-improvement | Eric Schmidt | 47.7% | unknown | unknown | pending |
| 243_041 | multi_vector | Consumer | Delivery/retail (non-food) business growing much faster than expected | Dara Khosrowshahi | 47.6% | unknown | unknown | pending |
| 229_007 | multi_vector | Robotics | Figure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control. | Brett Adcock | 47.6% | unknown | unknown | pending |
| INF_001 | multi_vector | AI | Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. | Leopold Aschenbrenner | 47.6% | unknown | unknown | pending |
| 243_029 | multi_vector | Consumer | Drone delivery will enable food delivery in 10-15 minutes in suburban markets | Dara Khosrowshahi | 47.6% | unknown | unknown | pending |
| 236_029 | multi_vector | AI | Regulatory regime will be very pro-business despite 80% wanting AI more regulated | Andrew Yang | 47.2% | unknown | unknown | pending |
| 231_039 | multi_vector | AI | Elon will build out his own chip fabs due to his attack-constraints approach. | Peter Diamandis | 47.2% | unknown | unknown | pending |
| 241_033 | multi_vector | AI | Few frontier AI companies will be in China | Eric Schmidt | 47.1% | unknown | unknown | pending |
| SEM_018 | multi_vector | Semis | SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. | SMIC (All-In Podcast analysis) | 47.0% | unknown | unknown | in_progress |
| 237_012 | multi_vector | Labor/Jobs | Over the next 12 months OpenClaw technology will be digested into corporations, causing destruction (layoffs) but also growth. | Alex Finn | 46.7% | unknown | unknown | pending |
| 231_009 | multi_vector | Geopolitics | India will be the rising giant for the next 20-30 years, with Africa following. | Salim Ismail | 46.7% | unknown | unknown | pending |
| 248_008 | multi_vector | AI | Jack Dorsey aims to reduce Block's org depth from 5 to 2-3 layers this year. | Jack Dorsey | 46.7% | unknown | unknown | pending |
| 232_013 | multi_vector | AI | Recursive self-improvement loops likely to go live in the next 12 months; 2026 will be the most consequential year for humanity. | Jimmy Ba | 46.7% | unknown | unknown | pending |
| 246_025 | multi_vector | AI | Sam Altman predicts world-shaking cyber attack this year (2026). | Sam Altman | 46.7% | unknown | unknown | pending |
| 236_015 | multi_vector | Labor/Jobs | Unnamed tech CEO plans to fire 15% of workers now, 20% in 2 years, 20% more after | Unnamed tech CEO | 46.7% | unknown | unknown | pending |
| 241_046 | multi_vector | AI | Gemini 3 is probably the broadest of the non-Chinese AI systems | Eric Schmidt | 46.7% | unknown | unknown | pending |
| 247_022 | multi_vector | Labor/Jobs | Companies will run with 20-25% of previous workforce, spawn 4-5x more companies | Salim Ismail | 46.6% | unknown | unknown | pending |
| 236_050 | multi_vector | Macro/Economy | Poverty level around $25K per person going forward | Andrew Yang | 46.6% | unknown | unknown | pending |
| 244_007 | multi_vector | Real Estate | Vertiports will target airports and city centers as high-traffic locations | Dara Khosrowshahi | 46.6% | unknown | unknown | pending |
| 235_011 | multi_vector | Markets/Stocks | PE fund will emerge shortly to buy medium/big companies and install AI digital twin infrastructure. | Salim Ismail | 46.6% | unknown | unknown | pending |
| 240_034 | multi_vector | Energy | Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 | Morgan Stanley | 46.5% | unknown | unknown | pending |
| 240_006 | multi_vector | AI | OpenClaw on AWS will be the biggest enterprise unlock in decades | Salim Ismail | 46.4% | unknown | unknown | pending |
| 241_032 | multi_vector | AI | World can accommodate ~10 frontier AI companies at scale | Eric Schmidt | 46.4% | unknown | unknown | pending |
| 248_024 | multi_vector | Other | AI will drive an explosion of new religions and AI cults. | Alex Wissner-Gross | 46.4% | unknown | unknown | pending |
| 241_034 | multi_vector | AI | One or two frontier AI companies in Europe | Eric Schmidt | 46.4% | unknown | unknown | pending |
| 241_040 | multi_vector | AI | A Chernobyl-like AI tragedy is likely to happen, will awaken world to act | Eric Schmidt | 46.4% | unknown | unknown | pending |
| 229_006 | multi_vector | Robotics | Figure will graduate from room-scale autonomy to full-house autonomy next. | Brett Adcock | 46.4% | unknown | unknown | pending |
| 246_036 | multi_vector | AI | Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. | Peter Diamandis | 46.4% | unknown | unknown | pending |
| 236_035 | multi_vector | Labor/Jobs | Significant proportion of Americans will serve the top 20% as nannies/assistants | Andrew Yang | 46.3% | unknown | unknown | pending |
| 244_022 | multi_vector | Labor/Jobs | Automation will typically augment work rather than replace it | Dara Khosrowshahi | 46.3% | unknown | unknown | pending |
| 236_006 | multi_vector | Macro/Economy | AI entrepreneurs will get phenomenally wealthy and give most away | Andrew Yang | 46.3% | unknown | unknown | pending |
| 232_034 | multi_vector | AI | Apple owning an open-weight LLM hosting strategy would be the single best product strategy for their hardware. | Ben Horowitz | 46.3% | unknown | unknown | pending |
| 231_048 | multi_vector | AI | Thousands of experiments from permissionless disruptive innovation will completely change the game. | Salim Ismail | 46.3% | unknown | unknown | pending |
| 241_039 | multi_vector | AI | In a year we'll know better which AI labs pull ahead | Eric Schmidt | 46.3% | unknown | unknown | pending |
| 236_011 | multi_vector | Geopolitics | Independent/third party presidential run possible in 2028 election | Andrew Yang | 46.3% | unknown | unknown | pending |
| 232_036 | multi_vector | Biotech/Longevity | AI drug deployment is very hard to launch in US due to human trials; easy in UAE. | Ben Horowitz | 46.3% | unknown | unknown | pending |
| 232_023 | multi_vector | AI | AI technology adoption will be much faster than the internet because infrastructure already exists. | Ben Horowitz | 46.3% | unknown | unknown | pending |
| 232_008 | multi_vector | AI | Real-time AI video generation will break any video/voice-based security mechanisms. | Ben Horowitz | 46.3% | unknown | unknown | pending |
| 229_025 | multi_vector | Robotics | Competitors that can match Figure's current capabilities are at least two years behind. | Brett Adcock | 46.3% | unknown | unknown | pending |
| 237_003 | multi_vector | AI | 12 months in AI will be like 12 years; the next year will be wild. | Alex Finn | 46.3% | unknown | unknown | pending |
| 235_021 | multi_vector | Auto/Transport | Zipline will reach a delivery per second in next 2-3 years. | Zipline | 45.9% | unknown | unknown | pending |
| 232_009 | multi_vector | AI | Startups will continue to deploy dangerous AI tech even after hyperscalers voluntarily pause it. | Ben Horowitz | 45.8% | unknown | unknown | pending |
| 244_027 | multi_vector | Labor/Jobs | Uber platform workers in 2035 may be doing different kinds of tasks | Dara Khosrowshahi | 45.7% | unknown | unknown | pending |
| 240_035 | multi_vector | Energy | Meta secured 6.6 GW of clean nuclear power for 2035 | Meta | 45.7% | unknown | unknown | pending |
| 244_026 | multi_vector | Labor/Jobs | Uber platform will grow from 10M to 20M people by 2035 | Dara Khosrowshahi | 45.7% | unknown | unknown | pending |
| 242_053 | multi_vector | Auto/Transport | New car manufacturing demand will collapse by ~50% due to AV utilization | Salim Ismail | 45.6% | unknown | unknown | pending |
| 242_039 | multi_vector | Space | NASA will imminently find >90% probability evidence of microbial life on Mars | Jared Isaacman (NASA administrator) | 45.5% | unknown | unknown | pending |
| 236_044 | multi_vector | Education | Universities turning into incubators/venture studios is the only way they survive | Salim Ismail | 45.3% | unknown | unknown | pending |
| 238_054 | multi_vector | Macro/Economy | Post-capitalist society: compute, energy, raw materials will be the scarce resources (money less valuable) | Peter Diamandis | 45.3% | unknown | unknown | pending |
| 238_045 | multi_vector | Biotech/Longevity | Eon Systems aims to upload human minds to cyberspace as soon as possible | Alex Wissner-Gross | 45.3% | unknown | unknown | pending |
| 245_008 | multi_vector | Biotech/Longevity | More direwolves will be produced after initial Romulus and Remus | Ben Lamm | 45.2% | unknown | unknown | partial |
| 245_020 | multi_vector | Other | Screworm will decimate US cattle and bison industry | Ben Lamm | 45.0% | unknown | unknown | pending |
| 245_030 | multi_vector | Biotech/Longevity | Humans will need to use synthetic biology to help species adapt faster than environmental change | Ben Lamm | 45.0% | unknown | unknown | pending |
| 245_043 | multi_vector | Biotech/Longevity | Breaking's enzymes will treat a wider breadth of plastics and degrade them faster per surface area | Ben Lamm | 45.0% | unknown | unknown | pending |
| 245_021 | multi_vector | Biotech/Longevity | Engineered all-male screworms released via gene drive will cause species die-off over time | Ben Lamm | 45.0% | unknown | unknown | pending |
| 238_031 | multi_vector | Other | Future is unpredictable beyond three weeks in the AI era | Salim Ismail | 45.0% | unknown | unknown | pending |
| 245_001 | multi_vector | Biotech/Longevity | Synthetic biology paired with AI will be the most transformative technology in human history | Ben Lamm | 45.0% | unknown | unknown | pending |
| 248_039 | multi_vector | AI | Social license, not chips or compute, may be the true bottleneck to AI and will force expansion into space. | Salim Ismail | 45.0% | unknown | unknown | pending |
| 238_047 | multi_vector | Energy | US will add 86 GW of new grid capacity in 2026, 51% from solar | Emad Mostaque | 44.9% | unknown | unknown | pending |
| 242_006 | multi_vector | AI | Terafab will reach 70% of TSMC's output | Peter Diamandis | 44.9% | unknown | unknown | pending |
| 238_025 | multi_vector | AI | AI computer-use benchmarks (OSWorld, Tbench) have broken through human level | Emad Mostaque | 44.7% | unknown | unknown | pending |
| 247_049 | multi_vector | Energy | Solar PV capped materially less than 100% efficiency by physics | Alex Wissner-Gross | 44.7% | unknown | unknown | pending |
| 242_054 | multi_vector | AI | Terafab initial capex $25B, total buildout $150B+ minimum, possibly $500B | Peter Diamandis | 44.7% | unknown | unknown | pending |
| 245_009 | multi_vector | Biotech/Longevity | Breaking plastic-degradation technology could become a supplement that breaks microplastics in the gut before absorption | Peter Diamandis | 44.7% | unknown | unknown | pending |
| 244_001 | multi_vector | Auto/Transport | Technology will always be a part of the human driving experience | Dara Khosrowshahi | 44.7% | unknown | unknown | pending |
| 246_045 | multi_vector | Macro/Economy | Post-capitalist society with zero marginal cost approaching. | Peter Diamandis | 44.6% | unknown | unknown | pending |
| 240_025 | multi_vector | AI | Tesla's Terra Fab initial capacity 100,000 wafers, scaling to 1 million per month | Peter Diamandis | 44.6% | unknown | unknown | pending |
| 238_048 | multi_vector | Geopolitics | US must find 100 GW of new power or lose AI race to China (cited from Eric Schmidt) | Eric Schmidt | 44.6% | unknown | unknown | pending |
| 243_004 | multi_vector | Auto/Transport | Uber would welcome Tesla on platform once camera-only FSD is safe | Dara Khosrowshahi | 44.4% | unknown | unknown | pending |
| 238_046 | multi_vector | Energy | xAI will build every new data center at 1.2 gigawatts scale | Gwynne Shotwell / xAI | 44.1% | unknown | unknown | pending |
| 243_026 | multi_vector | Auto/Transport | Exciting announcements coming from Wave (UK AV partner) | Dara Khosrowshahi | 44.1% | unknown | unknown | pending |
| 236_019 | multi_vector | Robotics | Human plumbers are safe for at least 10 years and probably significantly longer | Andrew Yang | 44.0% | unknown | unknown | pending |
| 231_010 | multi_vector | Geopolitics | China has peaked and is going to be on descent. | Salim Ismail | 43.9% | unknown | unknown | pending |
| 234_001 | multi_vector | Geopolitics | India will be the next giant on the rise while China is on the decline | Salim Ismail | 43.9% | unknown | unknown | pending |
| 241_042 | multi_vector | Geopolitics | Post-tragedy, global leaders (US, China) will convene on AI governance | Eric Schmidt | 43.9% | unknown | unknown | pending |
| 229_004 | multi_vector | Geopolitics | By summer 2026, Figure will have almost none of its supply chain in China. | Brett Adcock | 43.8% | unknown | unknown | pending |
| 238_026 | multi_vector | AI | Every attempt to pause frontier AI capabilities ends up being a net accelerant | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 238_039 | multi_vector | AI | Apple's underused unified memory overhang will likely collapse within the next year | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 230_001 | multi_vector | AI | A billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet). | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 230_027 | multi_vector | AI | We are in an intelligence revolution — a war on scarce human attention — weapon is the token. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 240_046 | multi_vector | Media/Ads | Public interest in any alien disclosure will fade within one or two days | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 230_028 | multi_vector | AI | Artisanal intelligence / the lone genius is dead — solutions will come from systems enabling millions. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 230_029 | multi_vector | AI | Cognition is becoming a commodity — intelligence will flow like oil. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 230_031 | multi_vector | AI | We are in an era of domain collapse — AlphaFold pattern will repeat across many fields starting now. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 232_029 | multi_vector | Labor/Jobs | Entry-level workers have approximately 2 years to secure employment before AI shuts down vertical mobility. | Unnamed frontier lab mid-level executive | 43.5% | unknown | unknown | pending |
| 231_046 | multi_vector | AI | Over the next 10 years humanity will live through top 50 science fiction plots simultaneously. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 231_047 | multi_vector | AI | Solving physics with AI has very high likelihood in next 2 years. | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 240_032 | multi_vector | AI | PSI's GPD will solve some of the hardest physics problems over the next few years | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 246_023 | multi_vector | AI | Grok 5 release ~20% probability for Q2 2026 per PolyMarket. | PolyMarket | 43.5% | unknown | unknown | pending |
| 234_006 | multi_vector | AI | Over the next 10 years, substantially all important science and engineering problems will get solved | Alex Wissner-Gross | 43.5% | unknown | unknown | pending |
| 237_016 | multi_vector | Markets/Stocks | A specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost. | Alex Finn | 43.5% | unknown | unknown | pending |
| 237_013 | multi_vector | Macro/Economy | Over 12-24 months value created by consumer adoption of OpenClaw will outweigh corporate destruction. | Alex Finn | 43.5% | unknown | unknown | pending |
| 242_014 | multi_vector | Auto/Transport | Human driving will become illegal starting in city centers, then broadening out | Salim Ismail | 43.3% | unknown | unknown | pending |
| 247_048 | multi_vector | Energy | Battery energy densities improving 8% year-over-year per constant dollar | Alex Wissner-Gross | 42.7% | unknown | unknown | pending |
| 229_015 | multi_vector | Robotics | The current Figure facility will top out around 50,000 units per year at full capacity. | Brett Adcock | 42.6% | unknown | unknown | pending |
| 236_040 | multi_vector | Labor/Jobs | CEO will be last to go in AI wave of automation | Andrew Yang | 42.5% | unknown | unknown | pending |
| 244_024 | multi_vector | Labor/Jobs | Hopes society will adjust as work is augmented and new work shows up | Dara Khosrowshahi | 42.5% | unknown | unknown | pending |
| 240_039 | multi_vector | Labor/Jobs | Any company will be run by 20-25% of current employees post-organizational singularity | Salim Ismail | 42.3% | unknown | unknown | pending |
| 230_026 | multi_vector | Consumer | The QWERTY keyboard will persist until the heat death of the universe. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 237_014 | multi_vector | Labor/Jobs | Accountants face ~80% automation; friend says he could fire 80% of his accountants using OpenClaw. | Unnamed friend (accountant manager) | 42.3% | unknown | unknown | pending |
| 238_042 | multi_vector | Consumer | Iris scanning will improve to a 3-meter (and longer) range at retail stores | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 240_051 | multi_vector | Labor/Jobs | After first state passes retraining law, all other states will race to fire people first | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 248_022 | multi_vector | Markets/Stocks | Deepseek-style hyperdeflation moments from algorithmic innovation will become more frequent but less effective at causing price swings. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 235_039 | multi_vector | Geopolitics | AI will enter government through procurement, defense, health, infrastructure benefits, overwhelming immune system. | Salim Ismail | 42.3% | unknown | unknown | pending |
| 235_045 | multi_vector | Consumer | Most volume in e-commerce and physical world will eventually be dominated by algorithms (like quantitative trading). | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 232_005 | multi_vector | Labor/Jobs | Big enterprises will not reach total AI efficiency very fast. | Ben Horowitz | 42.3% | unknown | unknown | pending |
| 234_050 | multi_vector | AI | Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 248_036 | multi_vector | AI | AI will enable one-person conglomerates and one-person religions. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 240_015 | multi_vector | AI | Post-transformer architectures will make a 1000x cost reduction look like child's play | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 234_027 | multi_vector | Biotech/Longevity | Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026 | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 245_035 | multi_vector | Biotech/Longevity | Gene drive tech is safer than prior dispersals and can be rolled back | Ben Lamm | 42.3% | unknown | unknown | pending |
| 248_028 | multi_vector | Biotech/Longevity | Personalized AI-designed medicine stories will repeat until it's n=10 billion. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 248_032 | multi_vector | Biotech/Longevity | First-generation neural uploads will be destructive; 2nd-4th generation will be non-destructive. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 248_049 | multi_vector | AI | Humans (weaker intelligences) can successfully align/contain super-intelligences via weak-to-strong supervision. | Alex Wissner-Gross | 42.3% | unknown | unknown | pending |
| 232_001 | multi_vector | AI | Societal change across non-Silicon Valley companies taking 1-5 years is too aggressive a timeline. | Ben Horowitz | 42.1% | unknown | unknown | pending |
| 231_007 | multi_vector | AI | AI will analyze scientific literature and shock humanity by revealing wrong turns made over the past century. | Alex Wissner-Gross | 42.1% | unknown | unknown | pending |
| 238_043 | multi_vector | Biotech/Longevity | A mouse will have a full brain uploaded in years, not decades; first human whole-brain emulation also years away | Alex Wissner-Gross | 42.1% | unknown | unknown | pending |
| 238_059 | multi_vector | Macro/Economy | Era of greed and ignored fundamental problems will disappear in 2-3 years as XPRIZE takes hold | Salim Ismail | 42.1% | unknown | unknown | pending |
| 232_054 | multi_vector | AI | SSI (Ilya Sutskever's company), if successful, will change a lot of things. | Ben Horowitz | 42.1% | unknown | unknown | pending |
| 237_007 | multi_vector | AI | Every other company will eventually try to provide OS-integrated local AI like what Apple could offer. | Alex Finn | 42.1% | unknown | unknown | pending |
| 232_016 | multi_vector | AI | Super intelligence will discover new laws of physics and transformative inventions. | Alex Wissner-Gross | 42.1% | unknown | unknown | pending |
| 232_002 | multi_vector | AI | Way more positive change coming from AI than negative change, at much more rapid rate. | Ben Horowitz | 42.1% | unknown | unknown | pending |
| 234_037 | multi_vector | Geopolitics | Civilizational left turns will hit us in the next 1-2 years | Alex Wissner-Gross | 42.1% | unknown | unknown | pending |
| 234_022 | multi_vector | Labor/Jobs | Consulting firms face the biggest advisory opportunity in the history of mankind | Salim Ismail | 42.0% | unknown | unknown | pending |
| 238_053 | multi_vector | Macro/Economy | Innovation is no longer capital constrained — permissionless disruptive innovation is now the norm | Salim Ismail | 42.0% | unknown | unknown | pending |
| 242_029 | multi_vector | Labor/Jobs | Typical companies will run with 20-25% of current employees | Salim Ismail | 42.0% | unknown | unknown | pending |
| 240_033 | multi_vector | AI | AI will compress decades of research into years, months, weeks | Salim Ismail | 41.9% | unknown | unknown | pending |
| 238_021 | multi_vector | AI | Math, science, engineering, and medicine will all be solved by AI | Alex Wissner-Gross | 41.7% | unknown | unknown | pending |
| 230_038 | multi_vector | AI | AI will be net super-humanizing long-term despite short-term substitution effects. | Alex Wissner-Gross | 41.6% | unknown | unknown | pending |
| 232_039 | multi_vector | Biotech/Longevity | 150,000 people per day dying on Earth; AI is the best chance to stop that. | Alex Wissner-Gross | 41.6% | unknown | unknown | pending |
| 247_031 | multi_vector | Biotech/Longevity | Virtual cell simulation by end of decade (2030) | Alex Wissner-Gross | 41.6% | unknown | unknown | pending |
| 246_028 | multi_vector | AI | Broad civilizational cyber attack via AI hash function inversion is borderline guaranteed. | Alex Wissner-Gross | 41.5% | unknown | unknown | pending |
| 238_002 | multi_vector | AI | Rising cost of talent will force Frontier Labs to compete on algorithmic insights | Unknown | 41.5% | unknown | unknown | pending |
| 244_012 | multi_vector | Markets/Stocks | Uber will monetize its Didi stake at some point | Dara Khosrowshahi | 41.5% | unknown | unknown | pending |
| 242_004 | multi_vector | Markets/Stocks | Musk ecosystem will lap Nvidia by 1-2 orders of magnitude | Peter Diamandis | 41.4% | unknown | unknown | pending |
| 245_038 | multi_vector | Consumer | People buying clones of their dogs is a profitable ongoing consumer business (will persist) | Ben Lamm | 41.3% | unknown | unknown | pending |
| 240_013 | multi_vector | AI | Sam Altman predicts another architecture breakthrough as big as transformers over LSTMs | Sam Altman | 40.9% | unknown | unknown | pending |
| 238_066 | multi_vector | Energy | Pete Donovan aspires to build 20,000 distributed 10MW data centers across US high-school-football towns | Pete (audience, data center builder) | 40.7% | unknown | unknown | pending |
| 240_052 | multi_vector | Biotech/Longevity | Uploading consciousness (whole brain emulation) really will be you in the future | Alex Wissner-Gross | 40.6% | unknown | unknown | pending |
| 245_031 | multi_vector | Biotech/Longevity | 99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadly | Ben Lamm | 40.6% | unknown | unknown | pending |
| 245_032 | multi_vector | Other | Anti-GMO perception of reintroduced Tasmanian tiger requires government education | Ben Lamm | 40.6% | unknown | unknown | pending |
| 245_034 | multi_vector | Other | Wolves will not attack modern cattle due to current cattle-raising methods | Ben Lamm | 40.6% | unknown | unknown | pending |
| 245_013 | multi_vector | Biotech/Longevity | Artificial wombs will eventually enable productionized de-extinction species | Ben Lamm | 40.6% | unknown | unknown | pending |
| 245_010 | multi_vector | Biotech/Longevity | Breaking will pursue a human-body microplastic solution (supplement) in addition to environmental plastic degradation | Ben Lamm | 40.6% | unknown | unknown | pending |
| 238_050 | multi_vector | Other | Sci-fi tropes (warp drive, teleportation, time travel) are not yet achieved; replicator/holodeck close | Alex Wissner-Gross | 40.6% | unknown | unknown | pending |
| 229_024 | multi_vector | Robotics | Figure's scale-up path: working in 1 home, then 10, 100, 1,000, 10,000, 100,000, 10 million homes on a super-exponential curve. | Brett Adcock | 40.5% | unknown | unknown | pending |
| 234_026 | multi_vector | AI | AI rent-a-human service feature of scoring humor/visuals will be gone in months | Alex Wissner-Gross | 40.2% | unknown | unknown | pending |
| 229_043 | multi_vector | Robotics | Figure expects to hire a small handful of lead customers rather than broad distribution over next 6-12 months. | Brett Adcock | 40.1% | unknown | unknown | pending |
| 238_006 | multi_vector | Labor/Jobs | Coders will go away in the next five years (original prediction made ~3 years ago; confirmed happening in 3 years) | Emad Mostaque | 40.1% | unknown | unknown | pending |
| 242_027 | multi_vector | Auto/Transport | Hyperloop will be used largely for commercial/cargo loads, not humans | Salim Ismail | 40.0% | unknown | unknown | pending |
| 229_032 | multi_vector | AI | Figure will ship a figure with 'personality' the user can talk to and that remembers, over the next year or two. | Brett Adcock | 40.0% | unknown | unknown | pending |
| 229_003 | multi_vector | Robotics | Figure is effectively sold out on its current customer base for the next two to three years. | Brett Adcock | 39.9% | unknown | unknown | pending |
| 237_018 | multi_vector | AI | We are seeing a Cambrian explosion of OpenClaw variants (PicoClaw, IronClaw, NanoClaw, Nanobot, etc.) with many more to come. | Alex Wissner-Gross | 39.7% | unknown | unknown | pending |
| 230_008 | multi_vector | AI | AI will bulk-solve math, physical sciences, engineering, medicine, and material sciences. | Alex Wissner-Gross | 39.7% | unknown | unknown | pending |
| 231_004 | multi_vector | AI | The solution wavefront will spread from math/coding to physics, chemistry, and other fields. | Alex Wissner-Gross | 39.6% | unknown | unknown | pending |
| 230_042 | multi_vector | AI | A pure AI organization will emerge soon — won't look efficient, will look 'literally alien'. | Salim Ismail | 39.6% | unknown | unknown | pending |
| 232_056 | multi_vector | AI | Every single discipline (math, physics, chemistry, medicine) will be flattened by well-targeted generalist AIs. | Alex Wissner-Gross | 39.6% | unknown | unknown | pending |
| 238_022 | multi_vector | AI | From here forward, training data will be synthetic (pre-training era of human internet data is over) | Alex Wissner-Gross | 39.5% | unknown | unknown | pending |
| 231_019 | multi_vector | Other | Feynman Grand Prize for nanotech (Drexlerian assemblers) could be solved in next 2-3 years. | Alex Wissner-Gross | 39.3% | unknown | unknown | pending |
| 238_005 | multi_vector | AI | By September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly free | Alex Wissner-Gross | 39.3% | unknown | unknown | pending |
| 233_010 | multi_vector | Education | Alpha aims to build 10,000 schools and reach a billion kids over 20 years. | Joe Liemandt | 39.2% | unknown | unknown | pending |
| 230_015 | multi_vector | Labor/Jobs | For the next few years more people will end up doing more work, not less (996 turns into 997). | Alex Wissner-Gross | 39.2% | unknown | unknown | pending |
| 248_031 | multi_vector | Biotech/Longevity | Enhanced Games world records will accelerate on a scaling-law-style trajectory year over year. | Alex Wissner-Gross | 39.2% | unknown | unknown | pending |
| 234_041 | multi_vector | Other | 50% probability fundamental physics could be solved in the next few years | Alex Wissner-Gross | 39.2% | unknown | unknown | pending |
| 248_026 | multi_vector | Other | Organized religions will embrace AI barring a civilization-level disruption. | Alex Wissner-Gross | 39.2% | unknown | unknown | pending |
| 247_019 | multi_vector | Macro/Economy | AI could empower individuals to become micro entrepreneurs without need for new social contract | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 230_032 | multi_vector | Geopolitics | Near future will see multiple spheres of influence each independently locking itself in (geopolitically). | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 234_011 | multi_vector | Defense | Pentagon pressure on frontier labs to shape cultural values will increase | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 234_009 | multi_vector | Defense | Pentagon and Anthropic will resolve their standoff amicably | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 233_018 | multi_vector | Education | Alpha's private school market is a $50 billion opportunity. | Joe Liemandt | 39.1% | unknown | unknown | pending |
| 233_003 | multi_vector | Education | Any student is capable of reaching 99th percentile in reading, writing, math, and science with mastery-based tutoring. | MacKenzie Price | 39.1% | unknown | unknown | pending |
| 247_054 | multi_vector | Real Estate | Real estate will be made post-scarce by AI (land growth via AI) | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 238_069 | multi_vector | Geopolitics | The path to the abundant end-state will include diverse mutually-exclusive nation-state/business paths | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 230_039 | multi_vector | Education | Educational system will have 'AI wilderness camps' where tools are removed; every fourth-grader becomes a Nobel laureate. | Alex Wissner-Gross | 39.1% | unknown | unknown | pending |
| 243_039 | multi_vector | Robotics | Uber will work with drone delivery companies including Zipline, Sky Trax, Manna | Dara Khosrowshahi | 39.1% | unknown | unknown | pending |
| 240_031 | multi_vector | AI | Samsung will be optimized by orders of magnitude by Elon | Alex Wissner-Gross | 39.0% | unknown | unknown | pending |
| 248_025 | multi_vector | Other | Religion will consolidate globally around fewer major religions while proliferating micro cults/sects. | Alex Wissner-Gross | 39.0% | unknown | unknown | pending |
| 248_044 | multi_vector | Biotech/Longevity | Alex: likely user ~1 million of a BCI implant (not 101) once upgradeable. | Alex Wissner-Gross | 39.0% | unknown | unknown | pending |
| 246_048 | multi_vector | AI | Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run. | Alex Wissner-Gross | 39.0% | unknown | unknown | pending |
| 240_045 | multi_vector | Geopolitics | White House to disclose something about aliens/UAPs in the next few months (rumors of June/July/summer) | Alex Wissner-Gross | 39.0% | unknown | unknown | pending |
| 241_041 | multi_vector | AI | Biological and nuclear attacks spawned by AI are real dangers | Eric Schmidt | 38.9% | unknown | unknown | pending |
| 234_044 | multi_vector | AI | Intelligence does not have a fixed upper bound; governance will cap it before IQ | Salim Ismail | 38.8% | unknown | unknown | pending |
| 247_035 | multi_vector | Biotech/Longevity | Dario Amodei will solve most/all neurological diseases by end of decade | Dario Amodei | 38.8% | unknown | unknown | pending |
| 242_047 | multi_vector | Biotech/Longevity | Frontier AI may solve most diseases in 5 years | Alex Wissner-Gross | 38.7% | unknown | unknown | pending |
| 244_025 | multi_vector | Labor/Jobs | Open question whether society can adjust fast enough to AI/automation pace | Dara Khosrowshahi | 38.7% | unknown | unknown | pending |
| 242_028 | multi_vector | Labor/Jobs | AI could automate 25% of US work hours | Goldman Sachs | 38.7% | unknown | unknown | pending |
| 236_032 | multi_vector | Macro/Economy | AI has chance of fixing poverty globally | Andrew Yang | 38.7% | unknown | unknown | pending |
| 236_039 | multi_vector | Energy | Data centers/hyperscalers will subsidize electricity/services for consumers | Alex Wissner-Gross | 38.5% | unknown | unknown | pending |
| 240_008 | multi_vector | Geopolitics | NVIDIA export controls will get even more aggressive in coming months | Alex Wissner-Gross | 38.4% | unknown | unknown | pending |
| 241_051 | multi_vector | AI | AI systems eventually won't have the ability to do completely new things | Eric Schmidt | 38.3% | unknown | unknown | pending |
| 238_063 | multi_vector | Labor/Jobs | Automating companies with AI leaves ~25% of employees doing oversight; 5x more companies will be created, keeping employment flat | Salim Ismail | 38.2% | unknown | unknown | pending |
| 240_059 | multi_vector | Macro/Economy | AI eventually drives costs of goods to just cost of electricity and materials | Salim Ismail | 38.2% | unknown | unknown | pending |
| 246_041 | multi_vector | Energy | Data centers will drive local electricity costs toward zero within ~5 years. | Alex Wissner-Gross | 38.2% | unknown | unknown | pending |
| 233_006 | multi_vector | AI | Cost of AI tokens per student ($10k/year) will come down by a factor of 10 and move on-device. | Joe Liemandt | 37.9% | unknown | unknown | pending |
| 232_058 | multi_vector | AI | Solving physics may reveal 'doors behind doors' of new opportunities. | Alex Wissner-Gross | 37.9% | unknown | unknown | pending |
| 232_011 | multi_vector | AI | Jury is still out on whether speech will be the modality of the future for high-bandwidth operation. | Alex Wissner-Gross | 37.9% | unknown | unknown | pending |
| 248_002 | multi_vector | Space | LEO satellite-to-phone will become the new alternative to terrestrial networks within two years. | Alex Wissner-Gross | 37.9% | unknown | unknown | pending |
| 234_003 | multi_vector | AI | Within 1-2 years we will look back and wonder why training was centralized while inference was decentralized | Alex Wissner-Gross | 37.9% | unknown | unknown | pending |
| 232_037 | multi_vector | Space | Bootstrapping lunar/cis-lunar satellite manufacturing facilities within a few years will relieve launch bottleneck. | Alex Wissner-Gross | 37.9% | unknown | unknown | pending |
| 234_007 | multi_vector | AI | Kevin Weil aims for next 100 Nobel Prizes to be issued in partnership with AI | Kevin Weil | 37.9% | unknown | unknown | pending |
| 246_042 | multi_vector | AI | On 5-10 year timeframe, many solar system locals will be uploaded humans living in data centers. | Alex Wissner-Gross | 37.8% | unknown | unknown | pending |
| 246_017 | multi_vector | Space | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Peter Diamandis | 37.7% | unknown | unknown | pending |
| 242_034 | multi_vector | Markets/Stocks | AI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x) | Chamath Palihapitiya | 37.7% | unknown | unknown | pending |
| 233_012 | multi_vector | AI | AI will give kids superpowers and transform their childhood. | Joe Liemandt | 37.5% | unknown | unknown | pending |
| 232_048 | multi_vector | Space | Earth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day. | Alex Wissner-Gross | 37.5% | unknown | unknown | pending |
| 230_023 | multi_vector | Biotech/Longevity | Reversible cryopreservation of brains/organs is nearing; people will be able to cryopreserve and revive. | Alex Wissner-Gross | 37.5% | unknown | unknown | pending |
| 236_043 | multi_vector | Education | Universities will become largest incubators on the planet | Alex Wissner-Gross | 37.2% | unknown | unknown | pending |
| 242_018 | multi_vector | Auto/Transport | Human driving will never become illegal; driving will be redefined as higher abstraction | Alex Wissner-Gross | 37.2% | unknown | unknown | pending |
| 238_024 | multi_vector | AI | AI token speed will jump from ~50 tokens/sec to ~1,000 tokens/sec (Cerebras) | Emad Mostaque | 37.2% | unknown | unknown | pending |
| 233_011 | multi_vector | Education | Government ministries of education globally will wait and see until dramatically more proof exists before adoption. | Joe Liemandt | 36.7% | unknown | unknown | pending |
| 248_007 | multi_vector | AI | We will see an explosion of AI-driven pop-up shops, retail venues, and malls orchestrated by AI. | Alex Wissner-Gross | 36.6% | unknown | unknown | pending |
| 242_041 | multi_vector | Space | United Launch Alliance will get acquired by Jeff Bezos or similar | Alex Wissner-Gross | 36.5% | unknown | unknown | pending |
| 246_019 | multi_vector | Space | Interstellar travel will use solar sail powered by terowatt lasers carrying uploaded humans. | Alex Wissner-Gross | 36.5% | unknown | unknown | pending |
| 245_017 | multi_vector | Biotech/Longevity | Disease/drought-resistant plants and animals market is currently hundreds of billions of dollars | Ben Lamm | 36.4% | unknown | unknown | pending |
| 235_043 | multi_vector | Defense | Anthropic may win legal challenge against Dept of War classification. | Salim Ismail | 36.3% | unknown | unknown | pending |
| 247_014 | multi_vector | Geopolitics | Politicization of AI could have been delayed by at least 2 years | Alex Wissner-Gross | 36.1% | unknown | unknown | pending |
| 246_018 | multi_vector | Energy | Killer app of compact fusion reactors will be interplanetary/interstellar propulsion, not data centers. | Alex Wissner-Gross | 36.0% | unknown | unknown | pending |
| 240_004 | multi_vector | AI | A new repo from 2027 will go from zero to a billion stars in 5 minutes | Alex Wissner-Gross | 36.0% | unknown | unknown | pending |
| AI_020 | multi_vector | Space | NVIDIA will launch a 'space computing' push via the specialized Vera Rubin Space Module — bringing AI infrastructure, geospatial intelligence, and autonomous operations into low Earth orbit, then to autonomous lunar manufacturing bases. | NVIDIA | 36.0% | unknown | unknown | pending |
| 246_016 | multi_vector | Space | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Peter Diamandis | 35.6% | unknown | unknown | pending |
| 233_009 | multi_vector | Education | A motivational learning bundle with video game designers will be released in 2026. | Joe Liemandt | 35.5% | unknown | unknown | pending |
| 240_047 | multi_vector | Robotics | Physical AI will be at least double the market opportunity of digital AI | Alex Wissner-Gross | 35.5% | unknown | unknown | pending |
| 232_055 | multi_vector | AI | We're exiting the industrial age permanently as recursive self-improvement unfolds. | Peter Diamandis | 35.5% | unknown | unknown | pending |
| 240_017 | multi_vector | Energy | Optimization may eliminate need to tile the world with data centers or massive energy buildout | Salim Ismail | 35.4% | unknown | unknown | pending |
| 231_013 | multi_vector | AI | Math is cooked (will be solved), physics cooked, biology char broiled. | Alex Wissner-Gross | 35.4% | unknown | unknown | pending |
| 234_038 | multi_vector | Real Estate | Real estate is not an asset class impervious to the singularity | Alex Wissner-Gross | 35.4% | unknown | unknown | pending |
| 247_017 | multi_vector | Macro/Economy | Some form of 'capitalism 2.0' or post-scarcity capitalism will emerge eventually | Alex Wissner-Gross | 35.4% | unknown | unknown | pending |
| 244_029 | multi_vector | Energy | Combustion engines largely gone in 20 years but world will be very different | Dara Khosrowshahi | 35.4% | unknown | unknown | pending |
| 241_035 | multi_vector | AI | Maybe one frontier AI company in India | Eric Schmidt | 35.3% | unknown | unknown | pending |
| 245_002 | multi_vector | AI | Every company should or will be an AI company | Ben Lamm | 35.1% | unknown | unknown | pending |
| 246_034 | multi_vector | AI | Thousands of Medev-like one-person unicorns will be created, following power law. | Alex Wissner-Gross | 35.1% | unknown | unknown | pending |
| 240_021 | multi_vector | AI | Post-transformer architecture will be even more specialized than GPUs | Alex Wissner-Gross | 35.1% | unknown | unknown | pending |
| CMQ_042 | multi_vector | AI/Compute | As AI evolves from Generative to Agentic, structural computing bottlenecks shift away from GPU and heavily toward CPU and system memory. | Morgan Stanley | 34.9% | unknown | unknown | in_progress |
| 248_029 | multi_vector | Biotech/Longevity | Regime change at the FDA is not beyond the realm of reason. | Alex Wissner-Gross | 34.9% | unknown | unknown | pending |
| 234_043 | multi_vector | Education | Harvard or MIT IPO could triple or quadruple their underlying book value | Alex Wissner-Gross | 34.8% | unknown | unknown | pending |
| 233_019 | multi_vector | Education | Alpha plans to conduct a million-student pharmaceutical-grade randomized control trial on Timeback. | Joe Liemandt | 34.8% | unknown | unknown | pending |
| 235_035 | multi_vector | AI | Apple finally launching AI with Gemini integration at WWDC in June 2026. | Alex Wissner-Gross | 34.8% | unknown | unknown | pending |
| 233_004 | multi_vector | AI | AI will be able to bootstrap four-year-olds into reading within roughly 18 months. | Joe Liemandt | 34.7% | unknown | unknown | pending |
| 240_012 | multi_vector | AI | Neutrino-based communication will give ultra-low latency through the Earth in a few years | Alex Wissner-Gross | 34.7% | unknown | unknown | pending |
| 238_033 | multi_vector | Markets/Stocks | Meta will someday be acquired by an AI company (largest-company-killer scenario) | Alex Wissner-Gross | 34.7% | unknown | unknown | pending |
| 245_044 | multi_vector | Biotech/Longevity | Northern white rhino saved by synthetic genetic diversity engineering + artificial wombs | Ben Lamm | 34.5% | unknown | unknown | pending |
| 232_024 | multi_vector | Macro/Economy | San Francisco will become capital of the solar system in about 10 years if trends continue. | Alex Wissner-Gross | 34.3% | unknown | unknown | pending |
| 240_036 | multi_vector | Energy | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Peter Diamandis | 34.3% | unknown | unknown | pending |
| 246_030 | multi_vector | Markets/Stocks | DeepSeek V4 will NOT shock markets like prior DeepSeek releases. | Alex Wissner-Gross | 34.1% | unknown | unknown | pending |
| 242_055 | multi_vector | Markets/Stocks | Activist investing will be disrupted by AI writing open letters to public firms | Alex Wissner-Gross | 34.0% | unknown | unknown | pending |
| 247_005 | multi_vector | Markets/Stocks | Harvard worth 3-4x more book value if restructured as PBC | Alex Wissner-Gross | 34.0% | unknown | unknown | pending |
| CMQ_030 | multi_vector | AI/Compute | In the modern AI pipeline, the CPU no longer merely supports the model — it drives the model (agentic workloads invert historical CPU:GPU ratio). | Jensen Huang | 33.7% | unknown | unknown | in_progress |
| CYB_030 | multi_vector | Space | Deploying agentic processing capabilities directly into orbit via the Vera Rubin Space-1 Module eliminates terrestrial data-routing bottlenecks but introduces extreme engineering challenges — dissipating computational heat purely through thermal radiat... | Jensen Huang | 33.2% | unknown | unknown | pending |
| 236_038 | multi_vector | Education | Universities (Harvard, MIT, Stanford) will transition to for-profit public benefit companies | Alex Wissner-Gross | 33.2% | unknown | unknown | pending |
| 248_014 | multi_vector | AI | If China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip. | Alex Wissner-Gross | 32.4% | unknown | unknown | pending |
| 247_012 | multi_vector | AI | The bar for AI startups will rise to require being recursively self-improving | Alex Wissner-Gross | 32.4% | unknown | unknown | pending |
| 238_044 | multi_vector | Biotech/Longevity | Mouse brain is 'next' for whole-brain emulation at Eon Systems | Alex Wissner-Gross | 31.7% | unknown | unknown | pending |
| 238_028 | multi_vector | Markets/Stocks | Anthropic plugins will enable market-by-market disruption (could short stocks and announce plugins) | Emad Mostaque | 31.2% | unknown | unknown | pending |
| CMQ_037 | multi_vector | Semis/Memory | Samsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4. | Morgan Stanley | 28.6% | unknown | unknown | pending |
| CYB_001 | multi_vector | Labor/Jobs | By 2036, NVIDIA itself will employ approximately 75,000 human workers alongside 7.5 million AI agents — establishing a 100-to-1 synthetic-to-human labor ratio. Human employees transition exclusively to high-level strategic orchestration; every employee... | Jensen Huang | 28.5% | unknown | unknown | pending |
| SPC_020 | multi_vector | Auto/Transport | Archer Aviation's flagship Midnight eVTOL will launch commercial passenger flights by late 2026 — bolstered by FAA federal pilot programs; integrates NVIDIA IGX Thor onboard compute for predictive awareness, pilot safety, and autonomy-ready flight syst... | Brett Adcock | 26.0% | unknown | unknown | pending |
| SEM_016 | multi_vector | Semis/Geopolitics | Huawei will emerge as the unexpected victor in the 2026 chip war — not via immediate capacity but via forced supply-chain resilience. | David Friedberg | 23.7% | unknown | unknown | pending |
| 240_053 | multi_vector | AI | AI will generate millions of novel inventions overnight; patents become meaningless | Peter Diamandis | 23.5% | unknown | unknown | pending |
Adverse scenarios (23)
Predictions where this ticker is displaced
| Pred | Domain | Prediction | Predictor | Current | Move | Impact | Mechanism |
|---|---|---|---|---|---|---|---|
| SEM_003 | Energy/Compute | Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade. | Leopold Aschenbrenner | 85.7% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_024 | Semis/Markets | Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint). | Joseph Moore | 81.8% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_004 | Investing | Capital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities. | Leopold Aschenbrenner | 77.4% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_020 | Semis | Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity. | Nvidia (All-In Podcast analysis) | 74.2% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_013 | Policy/Semis | Every nation needs to build advanced chip manufacturing capability — sovereign semiconductor production is existential. | Jensen Huang | 73.0% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_026 | Semis/Products | Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM. | Joseph Moore | 71.4% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| CMQ_020 | Macro/Economy | Nearly $2.5 trillion of AI-related infrastructure investment will flow through the global economy by 2028; >80% of that spending is still ahead of the market as of early 2026. | Morgan Stanley | 67.2% | unknown | unknown | Hyperscaler capex concentration favors NVDA + TSMC + ASML; non-NVDA accelerator competitors and legacy-node foundry face margin compression. |
| SEM_031 | Semis/Hardware | AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segments. | Alex Wissner-Gross | 67.1% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_015 | Policy/Semis | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Jensen Huang | 66.3% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_017 | Semis | TSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at 2nm and ~200K/mo at 3nm. | TSMC (All-In Podcast analysis) | 64.8% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_023 | Semis/Markets | No AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027. | Joseph Moore | 62.6% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_028 | Capital Markets | Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs. | Joseph Moore | 60.5% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| SEM_025 | Capital Markets | Morgan Stanley price target $250 for Nvidia — representing 32% upside from current levels. | Joseph Moore | 55.0% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_019 | Semis | Samsung will produce 150,000 wafers/month in sub-7nm processes by 2026, serving as critical secondary Western supplier. | Samsung (All-In Podcast analysis) | 54.6% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| 241_053 | AI | AI chips are 2 kilowatts each - requires water cooling | Eric Schmidt | 54.3% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| 246_037 | AI | 50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation). | Peter Diamandis | 52.9% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| 241_015 | Markets/Stocks | Google and Nvidia will both do incredibly well due to TPU/GPU positioning | Eric Schmidt | 51.1% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| 231_039 | AI | Elon will build out his own chip fabs due to his attack-constraints approach. | Peter Diamandis | 47.2% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_018 | Semis | SMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses. | SMIC (All-In Podcast analysis) | 47.0% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |
| 248_039 | AI | Social license, not chips or compute, may be the true bottleneck to AI and will force expansion into space. | Salim Ismail | 45.0% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| 242_004 | Markets/Stocks | Musk ecosystem will lap Nvidia by 1-2 orders of magnitude | Peter Diamandis | 41.4% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| 240_008 | Geopolitics | NVIDIA export controls will get even more aggressive in coming months | Alex Wissner-Gross | 38.4% | unknown | unknown | NVDA dominance in AI accelerator stack compresses AMD data-center share gains; INTC foundry catch-up delayed further. |
| SEM_016 | Semis/Geopolitics | Huawei will emerge as the unexpected victor in the 2026 chip war — not via immediate capacity but via forced supply-chain resilience. | David Friedberg | 23.7% | unknown | unknown | Capacity concentration at TSMC + advanced-node bifurcation creates structural laggards in semicap equipment with trailing-edge China revenue exposure. |