← Tickers

CRWV

CoreWeave · Nasdaq · USA

Cap tier
Large
Approx cap
$65.0B
Bull scenarios
721
Adverse scenarios
0
Other links
732
Modeled impact
unknown
0 explicit links; 721 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C3400MW hyperscale data centers80 GW AI Buildout Target (US)Data Center Cooling (closed-loop water)GB200 / GB300 GPUsGigawatt-scale data centersLiquid cooling / etched groovesNuclear power for data centers

Investment thesis

From SRC_B Company Master

Pure-play neocloud tied to OpenAI/Microsoft.

Bull scenarios (721)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
INF_011pure_playMacro/EconomyMega-cap hyperscalers will commit over $1 trillion of capital expenditures in the 2025-2026 period alone, with roughly half financed via debt — intertwining AI buildout risk with global credit markets.Morgan Stanley92.3%unknownunknownin_progress
CMQ_026pure_playSemisNVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence.Jensen Huang87.1%unknownunknownin_progress
SEM_003pure_playEnergy/ComputeFierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade.Leopold Aschenbrenner85.7%unknownunknownin_progress
SEM_024pure_playSemis/MarketsMemory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint).Joseph Moore81.8%unknownunknownin_progress
AUT_016pure_playAINVIDIA 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 Huang81.0%unknownunknownin_progress
SEM_004pure_playInvestingCapital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities.Leopold Aschenbrenner77.4%unknownunknownin_progress
INF_015pure_playEnergyPower Usage Effectiveness (PUE) and Water Usage Effectiveness (WUE) will transition from secondary facility metrics to the top operational KPIs for DC operators — mandating liquid-to-chip and two-phase immersion cooling as default hardware.Morgan Stanley76.9%unknownunknownin_progress
AI_017pure_playSemisNVIDIA 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 Huang74.8%unknownunknownin_progress
SEM_020pure_playSemisNvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.Nvidia (All-In Podcast analysis)74.2%unknownunknownin_progress
CMQ_029pure_playSemis/MemoryDRAM manufacturers must expand production aggressively — 'NVIDIA will buy all you can make'.Jensen Huang74.1%unknownunknownin_progress
SEM_013pure_playPolicy/SemisEvery nation needs to build advanced chip manufacturing capability — sovereign semiconductor production is existential.Jensen Huang73.0%unknownunknownin_progress
CMQ_028pure_playSemisNVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).Jensen Huang72.4%unknownunknownpending
SEM_005pure_playAI/InfrastructureStargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).Sam Altman72.3%unknownunknownin_progress
SEM_026pure_playSemis/ProductsNvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM.Joseph Moore71.4%unknownunknownin_progress
CMQ_039pure_playSemis/PackagingTSMC 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 Stanley70.9%unknownunknownpending
SEM_047pure_playAI/HardwareAt 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run.Jimmy Ba70.6%unknownunknownin_progress
INF_026pure_playAI'Software 3.0' LLM infrastructure will operate like public utilities — requiring massive upfront capex (training compute, specialized hardware), specialized networking protocols for synchrony across hundreds of thousands of GPUs, and flawless uninterru...Andrej Karpathy69.9%unknownunknownin_progress
CYB_008pure_playSemisHyperscaler 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 Stanley68.8%unknownunknownin_progress
IND_012pure_playBiotech/LongevityNVIDIA 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 Huang68.1%unknownunknownin_progress
CMQ_036pure_playSemis/MemorySK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026.Morgan Stanley68.0%unknownunknownpartial
CMQ_035pure_playSemis/MemoryHBM4 16-layer stack design (required for Vera Rubin) places unprecedented yield and capacity strain on global memory fabrication facilities.Jensen Huang / Morgan Stanley67.5%unknownunknownpending
CMQ_020pure_playMacro/EconomyNearly $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 Stanley67.2%unknownunknownpending
SEM_031pure_playSemis/HardwareAI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segments.Alex Wissner-Gross67.1%unknownunknownin_progress
SEM_015pure_playPolicy/SemisNvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Jensen Huang66.3%unknownunknownin_progress
SPC_018pure_playMarkets/StocksFive North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),...Morgan Stanley65.2%unknownunknownin_progress
CMQ_044pure_playAI/ComputeFuture 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 Stanley65.0%unknownunknownpending
INF_035pure_playSemisAdvanced U.S. manufacturing capacity for 3D-printed liquid-cooling plates will scale rapidly — Fabric8Labs secured $50M (NEA + Intel Capital) specifically to address the AI-DC thermal bottleneck with electrochemically-deposited intricate cold-plate geo...Fabric8Labs (NEA / Intel Capital funded)64.9%unknownunknownin_progress
CYB_007pure_playSemisData-center CPU market expansion refined to $32.5-$60 billion by 2030 — CPUs as indispensable control layer orchestrating multi-step agentic logic, managing conditional branching, and coordinating vast arrays of specialized smaller AI models.Morgan Stanley64.8%unknownunknownin_progress
SEM_017pure_playSemisTSMC 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%unknownunknownin_progress
SEM_022pure_playAI/ArchitectureFP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development.Dave Blundin64.5%unknownunknownpartial
SEM_023pure_playSemis/MarketsNo AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.Joseph Moore62.6%unknownunknownpending
238_020pure_playAIMath field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently)Alex Wissner-Gross60.7%unknownunknownpartial
SEM_028pure_playCapital MarketsMain characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.Joseph Moore60.5%unknownunknownin_progress
248_011pure_playAIFrontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.Dave Blundin60.3%unknownunknownpending
232_003pure_playLabor/JobsAI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size.Dave Blundin59.5%unknownunknownpartial
247_034pure_playBiotech/LongevityDario Amodei said double human lifespan within the decadeDario Amodei59.4%unknownunknownpending
237_025pure_playAIWe are currently in the midst of the singularity, not waiting for it in the 2040s as originally expected.Peter Diamandis59.4%unknownunknownpending
230_011pure_playMarkets/StocksEnterprise software will be dead because AI can just write code (per Dario Amodei).Dario Amodei59.2%unknownunknownpending
231_021pure_playConsumerPrivacy is cooked; every major company will have AI-recording wearables and micro drones gathering data.Peter Diamandis59.2%unknownunknownpending
INF_013pure_playEnergyNatural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow...Morgan Stanley59.1%unknownunknownin_progress
INF_037pure_playGeopoliticsAn all-out AI arms race between the US and China is inevitable — reaching superintelligence first provides a decisive unassailable economic and military advantage, analogous to early nuclear primacy.Leopold Aschenbrenner58.4%unknownunknownin_progress
231_031pure_playMarkets/StocksOpenAI planning $100B infrastructure spend, going public this year at $1T valuation.Peter Diamandis58.0%unknownunknownpartial
234_028pure_playBiotech/LongevityLab grown meat will replace conventional meat as the healthier environmental optionPeter Diamandis57.3%unknownunknownpending
INF_070pure_playEnergyBitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen...Leopold Aschenbrenner56.8%unknownunknownin_progress
SEM_002pure_playAIBy 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs).Leopold Aschenbrenner55.8%unknownunknownpartial
SEM_033pure_playAI/PhysicsAI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).Alex Wissner-Gross55.6%unknownunknownpartial
INF_010pure_playEnergyUS data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues.Morgan Stanley55.6%unknownunknownpending
246_005pure_playMarkets/StocksOpenAI and Anthropic IPOs will head toward $1 trillion valuations.Peter Diamandis55.4%unknownunknownpartial
247_046pure_playAIAI investment will reach $3 billion per day, up from $2B in 2025Peter Diamandis55.2%unknownunknownpending
242_012pure_playAuto/TransportFlying cars (eVTOLs) will be operating in US within 18 monthsPeter Diamandis55.2%unknownunknownpending
238_004pure_playMedia/AdsFuture Vision X-Prize will produce at least one (possibly two) feature films depicting the futurePeter Diamandis55.2%unknownunknownpending
233_016pure_playEducationAlpha will keep opening schools coast-to-coast; 13 new schools this year with more to come.MacKenzie Price55.2%unknownunknownin_progress
244_032pure_playMarkets/StocksUber will cash flow $10B this year (2026)Dara Khosrowshahi55.2%unknownunknownpending
231_044pure_playMacro/EconomyUniversal High Income programs need to be figured out in next 2-3 years.Peter Diamandis55.2%unknownunknownpending
241_011pure_playLabor/JobsBy end of 2026, no one will write code manually - it'll be a quaint skillPeter Diamandis55.2%unknownunknownpending
247_041pure_playBiotech/LongevityAI-powered drugs have 85% phase 1 success vs 52% traditionalPeter Diamandis55.2%unknownunknownpending
SEM_025pure_playCapital MarketsMorgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.Joseph Moore55.0%unknownunknownpending
241_018pure_playEnergyAlgorithms becoming more efficient will not reduce power demand - it will increase (Jevons paradox)Eric Schmidt55.0%unknownunknownin_progress
231_011pure_playGeopoliticsThe country that trains its next generation on AI wins the entire talent war.Peter Diamandis55.0%unknownunknownpending
242_022pure_playReal EstatePersonal garages at home will disappearPeter Diamandis55.0%unknownunknownpending
237_004pure_playConsumerMac Mini sales will continue their exponential growth driven by local AI demand.Peter Diamandis55.0%unknownunknownpending
232_041pure_playGeopoliticsPhD students in the US should have green cards stapled to their PhD at graduation.Peter Diamandis55.0%unknownunknownpending
240_043pure_playLabor/JobsCS placements collapsed from 89% to 19% over 3 years; similar collapse coming for other professionsPeter Diamandis55.0%unknownunknownpending
240_044pure_playEducationCollege bankruptcy rates in the US are skyrocketingPeter Diamandis55.0%unknownunknownpending
236_047pure_playMacro/EconomyNew emotional pandemic of fear and anger comingPeter Diamandis55.0%unknownunknownpending
233_017pure_playLabor/JobsReskilling using AI technology will be fundamentally critical for workforce.Peter Diamandis55.0%unknownunknownpending
236_026pure_playEducationCollege bankruptcy rate will skyrocketPeter Diamandis55.0%unknownunknownpending
233_002pure_playEducationColleges will continue going bankrupt as perceived importance declines and tuition costs escalate.Peter Diamandis55.0%unknownunknownpending
233_001pure_playLabor/JobsRapid pace of AI will soon require every major company to begin reskilling employees.Peter Diamandis55.0%unknownunknownpending
236_033pure_playAIPie will grow very quickly as AI does work of millions of humans in hoursAndrew Yang55.0%unknownunknownpartial
SEM_001pure_playAI/ComputeCompute clusters will scale from $10B → $100B → $1T by end of decade; 'another zero every six months' on boardroom projections.Leopold Aschenbrenner54.9%unknownunknownpending
237_001pure_playAIIncreased hacker profile and AI-driven social engineering attacks will become more and more prevalent.Peter Diamandis54.8%unknownunknownpending
232_018pure_playAIWe are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived.Eric Schmidt54.8%unknownunknownpending
237_002pure_playAIWe will see a lot of evolution and many OpenClaw variants emerging very quickly as an early domain being developed.Peter Diamandis54.8%unknownunknownpending
232_017pure_playAIAI technology is going to happen, it's not going to get prevented or stopped.Eric Schmidt54.8%unknownunknownpending
230_016pure_playSpaceData center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).Alex Wissner-Gross54.7%unknownunknownin_progress
242_013pure_playAuto/TransportFlying cars will operate in LA in a big way in 2028Peter Diamandis54.6%unknownunknownpending
238_049pure_playAuto/TransportArcher Aviation plans to become operational in LA by 2028Peter Diamandis54.6%unknownunknownpending
231_005pure_playAINext year frontier reasoning costs will be pennies (down from ~$7 now).Peter Diamandis54.6%unknownunknownpending
241_014pure_playAIThe world a year from today will be nothing like the world todayPeter Diamandis54.6%unknownunknownpending
241_007pure_playAISuper intelligence moment occurs within 2-3 years (San Francisco consensus)San Francisco AI community54.6%unknownunknownin_progress
SEM_019pure_playSemisSamsung 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%unknownunknownin_progress
243_044pure_playAuto/TransportTesla with FSD is 10 times safer than human driving (host claim)Peter Diamandis54.5%unknownunknownpending
240_056pure_playAIAnthropic enterprise market share to continue growing (went from 40% to 73% in 3 months)Peter Diamandis54.3%unknownunknownpending
241_053pure_playAIAI chips are 2 kilowatts each - requires water coolingEric Schmidt54.3%unknownunknownpending
241_024pure_playSpaceHeat dissipation and radiation issues in space data centers will be addressedEric Schmidt54.0%unknownunknownin_progress
241_054pure_playSpaceSpace wins by far on energy argument for data centersPeter Diamandis54.0%unknownunknownpending
241_026pure_playSpaceSpace data center technology is understood and largely figured outEric Schmidt54.0%unknownunknownin_progress
INF_034pure_playReal EstateEquinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026.Equinix53.9%unknownunknownin_progress
241_059pure_playEnergyGovernment will continue unleashing capital to solve AI power problemsPeter Diamandis53.9%unknownunknownpending
231_041pure_playLabor/JobsRadical massive job destruction is imminent; new creation will lag, causing devastation for a few years.Dave Blundin53.6%unknownunknownpending
232_043pure_playLabor/JobsCorporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced.Dave Blundin53.6%unknownunknownpending
246_029pure_playAIApple will announce iPhone with Gemini-derived on-device model at WWDC June 2026.Alex Wissner-Gross53.6%unknownunknownin_progress
247_039pure_playCryptoQuantum not a risk to Bitcoin; Saylor is 100% rightDave Blundin53.6%unknownunknownpending
240_060pure_playMedia/AdsEveryone will be able to use video models to turn favorite books into moviesPeter Diamandis53.6%unknownunknownpending
230_048pure_playAIAgentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms.Peter Diamandis53.6%unknownunknownpending
233_007pure_playEducationIn 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform.Joe Liemandt53.6%unknownunknownin_progress
231_034pure_playEnergyPower constraint won't be a big problem until chip fabs come online and it suddenly becomes massive.Dave Blundin53.6%unknownunknownin_progress
241_060pure_playSpaceData centers will be built in space / rockets will carry data centersPeter Diamandis53.6%unknownunknownpending
231_050pure_playMacro/EconomyNew economy built with AI agents will work around old economy rather than through it.Dave Blundin53.4%unknownunknownpending
236_048pure_playMacro/EconomyDropping birth rate not just China but Japan all-time low, South Korea, much of worldPeter Diamandis53.2%unknownunknownpending
246_037pure_playAI50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation).Peter Diamandis52.9%unknownunknownpending
244_030pure_playOtherPhysical world tech adoption always takes longer than digital worldDara Khosrowshahi52.9%unknownunknownpending
244_034pure_playOtherCompanies get more conservative as they grow, but should do oppositeDara Khosrowshahi52.9%unknownunknownpending
244_014pure_playAuto/TransportAV is an industry where Chinese players have a lot to offerDara Khosrowshahi52.9%unknownunknownpending
244_008pure_playOtherIf you build liquid supply with product-market fit, demand will show upDara Khosrowshahi52.9%unknownunknownpending
235_022pure_playEnergyUS will add a record 86 gigawatts of utility-scale capacity this coming year.Peter Diamandis52.8%unknownunknownpending
241_044pure_playEnergyRate of data center construction will continue accelerating with government supportEric Schmidt52.4%unknownunknownin_progress
231_026pure_playAISomething bad will definitely happen with OpenClaw agents by statistical chance.Dave Blundin52.4%unknownunknownpending
232_010pure_playAIVoice becomes the new interface in the AI era, replacing typing.Peter Diamandis52.2%unknownunknownpending
230_025pure_playAIThe next 18 months to 2 years will set the rules for the next century.Peter Diamandis52.2%unknownunknownpending
230_013pure_playMacro/EconomyThere will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.Dave Blundin52.1%unknownunknownpending
235_033pure_playAuto/TransportChinese eVTOL taxi service moving toward commercial operations in 2027.Peter Diamandis51.7%unknownunknownpending
246_035pure_playAITerafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.Peter Diamandis51.3%unknownunknownpending
233_005pure_playAIInteractive AI tutors with engaging personalities/avatars will arrive within about a year.Dave Blundin51.2%unknownunknownpending
241_055pure_playSpaceNext frontier of AI infrastructure is spacePeter Diamandis51.1%unknownunknownpending
231_012pure_playAIWithin 6 months to a year physics problems will be massively addressed by AI.Peter Diamandis51.1%unknownunknownpending
241_019pure_playAIAI scaling laws have not hit an asymptote yetEric Schmidt51.1%unknownunknownpending
232_019pure_playAIAI cannot be stopped; there's no mechanism to pause it.Ben Horowitz51.1%unknownunknownpending
INF_045pure_playEnergyNuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%.Morgan Stanley51.1%unknownunknownin_progress
241_015pure_playMarkets/StocksGoogle and Nvidia will both do incredibly well due to TPU/GPU positioningEric Schmidt51.1%unknownunknownpending
243_043pure_playAuto/TransportTesla Cybercab priced around $30K vs Waymo cars around $150KPeter Diamandis51.0%unknownunknownpending
238_017pure_playLabor/JobsUber will automate approximately 30% of its employment this year (2026)Dara Khosrowshahi51.0%unknownunknownpending
247_032pure_playBiotech/LongevityFull cell simulation achievable within 5 yearsPeter Diamandis51.0%unknownunknownpending
237_024pure_playAISkippy will listen to this YouTube video and self-improve based on the transcript (Peter's expectation).Peter Diamandis51.0%unknownunknownpending
244_023pure_playLabor/JobsOver next 10 years, will see a lot of augmentation of work and some replacementDara Khosrowshahi51.0%unknownunknownpending
235_014pure_playAISam Altman predicted 40x year-over-year hyperdeflation of AI costs at constant capability.Sam Altman51.0%unknownunknownpending
241_062pure_playAIBest AI labs will need to be controlled by humans (at the moment)Eric Schmidt51.0%unknownunknownpending
246_026pure_playAIIn next year, significant cyber threats to mitigate from AI models (cited Altman).Sam Altman51.0%unknownunknownpending
231_036pure_playSpaceRelativity Space still probably a year or two away from launch.Peter Diamandis51.0%unknownunknownpending
241_016pure_playEnergy92 GW power shortage in America between now and 2030Eric Schmidt50.8%unknownunknownpending
241_063pure_playGeopoliticsAmerica needs to win AI race with smart immigration policyEric Schmidt50.8%unknownunknownpending
235_036pure_playMedia/AdsAI-generated images will eliminate commercial photography, illustrators and stock image platforms.Peter Diamandis50.8%unknownunknownpending
235_012pure_playMarkets/StocksLarge companies cannot pivot rapidly enough; zero ability to change.Salim Ismail50.8%unknownunknownpending
243_042pure_playConsumerWithin-hour delivery of anything to home is focus going forwardDara Khosrowshahi50.8%unknownunknownpending
243_046pure_playConsumerWhen Uber opens in a market, drunk driving incidents go down significantlyDara Khosrowshahi50.8%unknownunknownpending
244_021pure_playMedia/AdsAI press will continue to dramatize machines replacing humansDara Khosrowshahi50.8%unknownunknownpending
241_010pure_playMacro/EconomyIndustry will consolidate into small number of very large companies and very large number of very small companiesEric Schmidt50.8%unknownunknownpending
241_009pure_playLabor/JobsTop programmers will become MORE valuable, not less, due to AIEric Schmidt50.8%unknownunknownpending
236_012pure_playGeopoliticsAn independent candidate will get outsized support in 2028 despite attacksAndrew Yang50.8%unknownunknownpending
244_033pure_playMarkets/StocksUber will take big bets on adjacent fields, some will failDara Khosrowshahi50.8%unknownunknownpending
236_046pure_playMacro/EconomySocial unrest unfortunately much closer than we'd like to thinkAndrew Yang50.8%unknownunknownpending
244_037pure_playLabor/JobsUber will automate 20-30% of tasks, not 100%, leaving plenty of workDara Khosrowshahi50.8%unknownunknownpending
236_016pure_playEducationCollege premium is quickly evaporatingAndrew Yang50.8%unknownunknownpending
232_006pure_playMedia/AdsYouTube will win from AI video content proliferation as everyone produces resonant content.Peter Diamandis50.8%unknownunknownpending
230_044pure_playGeopoliticsUnrest/civil unrest will materialize; tech AI leaders will face security threats and death threats.Peter Diamandis50.8%unknownunknownpending
241_048pure_playEducationAI/LLM will be the expression platform for student art, music, writingEric Schmidt50.8%unknownunknownpending
236_024pure_playReal EstateCommercial real estate will come under tremendous pressureAndrew Yang50.8%unknownunknownpending
236_027pure_playMacro/EconomyDebt delinquency and mortgage delinquency rates rising; financial distress ratcheting upAndrew Yang50.8%unknownunknownpending
236_028pure_playConsumerAI chatbot/AI romance trend growing unfortunatelyAndrew Yang50.8%unknownunknownpending
247_059pure_playLabor/JobsAfrican nations will be impacted least by AI transitionPeter Diamandis50.8%unknownunknownpending
236_031pure_playMacro/EconomyWealth concentration will pick up as firms have fewer workersAndrew Yang50.8%unknownunknownpending
232_026pure_playLabor/JobsWorld will split into consumers and creators (couch potatoes vs Star Trek employees).Peter Diamandis50.8%unknownunknownpending
238_064pure_playLabor/JobsAI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep troubleDave Blundin50.7%unknownunknownpending
241_036pure_playAINo frontier AI company will emerge in Russia due to warEric Schmidt50.6%unknownunknownpending
246_027pure_playAIAI models will be capable enough for terrorist groups to create novel pathogens (near future).Sam Altman50.6%unknownunknownpending
244_035pure_playOtherUber will only enter adjacencies that 'rhyme' with core capabilitiesDara Khosrowshahi50.6%unknownunknownpending
241_047pure_playEducationUniversities should create prompt engineering course starting September for all freshmenEric Schmidt50.6%unknownunknownpending
241_049pure_playAIUnderage kids / AI vulnerability problem must be solved - line we can't crossEric Schmidt50.6%unknownunknownpending
240_005pure_playAIThe organizational singularity will impact every company, nonprofit, and governmentSalim Ismail50.6%unknownunknownpending
247_006pure_playAIAnthropic ARR will reach $100 billion by end of 2026Peter Diamandis50.5%unknownunknownpending
242_019pure_playAuto/TransportEVTOL autonomy will come within ~2 years after piloted versionPeter Diamandis50.4%unknownunknownpending
236_013pure_playGeopoliticsDemocrats will no longer campaign in Iowa (DNC demoted Iowa)Andrew Yang50.4%unknownunknownpending
231_008pure_playAIAI discoveries of past errors will topple some Nobel prizes.Peter Diamandis50.4%unknownunknownpending
235_047pure_playGeopoliticsAI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs).Dave Blundin50.4%unknownunknownpending
230_040pure_playAIAI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly.Peter Diamandis50.4%unknownunknownpending
240_014pure_playAICost of reasoning models has dropped 1,000x in 16 monthsSam Altman50.3%unknownunknownpending
236_010pure_playMacro/Economy5% wealth tax would result in zero billionaires by next dayAndrew Yang50.3%unknownunknownpending
248_015pure_playLabor/JobsPrinceton CS brains will be a complete commodity two years from today post-ASI.Dave Blundin50.2%unknownunknownpending
247_030pure_playAIGPT-6 breakthroughs in science worth hundreds of billions to trillionsPeter Diamandis50.2%unknownunknownpending
234_021pure_playAIOpenAI will launch consumer AI devices in 2027Peter Diamandis50.2%unknownunknownpending
230_005pure_playAITwo years from now, best AI will not be freely accessible — it will be withheld citing security/safety.Dave Blundin50.2%unknownunknownpending
247_060pure_playAIAnthropic will win over OpenAI via better/smarter AI regardless of installed baseDave Blundin50.2%unknownunknownpending
240_048pure_playLabor/JobsSpreadsheet, SQL, code, UI jobs will be done by AI starting at end of this yearDave Blundin50.2%unknownunknownpending
INF_052pure_playEnergyAlphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling.Alphabet50.2%unknownunknownin_progress
241_017pure_playEnergyEquivalent of ~60 nuclear plants needed by 2030 but essentially zero being builtEric Schmidt50.1%unknownunknownpending
CMQ_049pure_playAI/MarketsTraditional tech giants (Apple, Meta, Microsoft) with massive existing platform distribution will capture monopolistic shares of the consumer AI agent market via deep OS-level integration.Jason Calacanis50.0%unknownunknownpending
247_055pure_playAIAcquisition of small specialized AI teams for hundreds of millions will become commonDave Blundin49.9%unknownunknownin_progress
244_018pure_playAuto/TransportIn 10 years you won't have to drive and will have plenty of choicesDara Khosrowshahi49.9%unknownunknownpending
246_046pure_playReal EstateReal estate, organizational structures, and minerals/mining will retain value over 5 years.Peter Diamandis49.9%unknownunknownpending
247_047pure_playEnergyVertical farming market will reach $40 billion by 2030Peter Diamandis49.9%unknownunknownpending
234_020pure_playAIAI spending will grow from $2B/day to $3-5B/day by 2030Peter Diamandis49.9%unknownunknownpending
241_001pure_playAIWe are only 10-15% into the impacts of AIEric Schmidt49.9%unknownunknownpending
244_004pure_playAuto/TransportRace car driving will persist as a sportDara Khosrowshahi49.7%unknownunknownpending
234_023pure_playLabor/Jobs80% of audit tech team roles at big four firms to disappearPeter Diamandis49.7%unknownunknownpending
238_055pure_playMacro/EconomyMarginal cost of production will approach zero for most goods (molecular manufacturing + 3D printing)Peter Diamandis49.7%unknownunknownpending
CMQ_014pure_playAI/ComputePhysical compute scaling will proceed at ~0.5 OOMs per year through 2027, driven by exponentially larger data-center construction.Leopold Aschenbrenner49.7%unknownunknownin_progress
247_020pure_playLabor/JobsJobs will go up, not down by 2030 post-AI adjustmentDave Blundin49.6%unknownunknownpending
238_061pure_playMacro/EconomyMassive social unrest / trough in 2026-2027, rebound in 2028Dave Blundin49.5%unknownunknownpending
230_012pure_playLabor/JobsCorporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.Dave Blundin49.5%unknownunknownpending
230_037pure_playConsumerHandmade/human art will be astronomically more valuable in the future.Dave Blundin49.5%unknownunknownpending
230_047pure_playLabor/JobsOnly 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.Dave Blundin49.5%unknownunknownpending
230_049pure_playMarkets/StocksBig AI companies will own as much as they want up to the edge of antitrust triggers.Dave Blundin49.5%unknownunknownpending
231_006pure_playMacro/EconomyCost curves will start collapsing industries before the technology itself does.Dave Blundin49.5%unknownunknownpending
231_014pure_playAIRemaining research math problems will be solved within next couple months.Dave Blundin49.5%unknownunknownpending
248_046pure_playSpaceTerraforming will be a massive part of humanity's future.Dave Blundin49.5%unknownunknownpending
231_020pure_playConsumerSmart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).Dave Blundin49.5%unknownunknownpending
231_022pure_playConsumerYoung people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized.Dave Blundin49.5%unknownunknownpending
248_030pure_playGeopoliticsFDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.Dave Blundin49.5%unknownunknownpending
231_028pure_playMacro/EconomyRate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.Dave Blundin49.5%unknownunknownpending
248_023pure_playAITernary (sub-bit) parameter precision will be optimal for AI models.Dave Blundin49.5%unknownunknownpending
248_012pure_playAIAI incidents documented harms will go up way higher beyond the already-reported rise.Dave Blundin49.5%unknownunknownpending
231_052pure_playMacro/EconomyGap between AI-paced world and legacy world will grow really wide - maybe forever.Dave Blundin49.5%unknownunknownpending
231_053pure_playLabor/JobsWithin a couple months, young AI-native hires will be able to do exactly what seasoned engineers do.Dave Blundin49.5%unknownunknownpending
232_004pure_playLabor/JobsBig banks and insurance companies will not triple in size in the AI productivity timeframe.Dave Blundin49.5%unknownunknownpending
247_051pure_playEnergySolar panels will be delivered by drones and installed by robotsDave Blundin49.5%unknownunknownpending
247_025pure_playGeopoliticsSuper PACs will determine election outcomes at order of magnitude bigger than beforeDave Blundin49.5%unknownunknownpending
247_008pure_playAIAnthropic will try to hit $200 billion ARR, not reach trillion the following yearDave Blundin49.5%unknownunknownpending
246_052pure_playAIFrontier labs holding back capabilities for internal self-improvement use.Dave Blundin49.5%unknownunknownpending
246_051pure_playAIGPT-5.5 Spud will have equal or greater capability to Mythos.Peter Diamandis49.5%unknownunknownpending
246_050pure_playAIAnthropic will release compressed/distilled version of Mythos quickly after initial release.Dave Blundin49.5%unknownunknownpending
234_010pure_playDefenseWhole battlefield will be controlled by whoever has the better AI very soonDave Blundin49.5%unknownunknownpending
244_036pure_playAIUber AI Solutions will bring flexible work opportunities (labeling, model testing)Dara Khosrowshahi49.5%unknownunknownpending
234_035pure_playGeopoliticsMassive social unrest will come before the next US presidential electionDave Blundin49.5%unknownunknownpending
234_039pure_playReal EstateDistant spectacular real estate will go up in value, not inner cityDave Blundin49.5%unknownunknownpending
235_006pure_playAIBy end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.Dave Blundin49.5%unknownunknownpending
235_013pure_playMarkets/StocksDisruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days.Dave Blundin49.5%unknownunknownpending
242_049pure_playMacro/EconomyW-2 income will get pummeled over next 3 years; assets will appreciateDave Blundin49.5%unknownunknownpending
242_042pure_playAITrillion parameter models will propagate to anyone with $50-100M to investDave Blundin49.5%unknownunknownpending
242_035pure_playMarkets/StocksS&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 yearsDave Blundin49.5%unknownunknownpending
235_044pure_playMarkets/StocksAI sector will grow from $20T to $30-40T of $50T total US public market cap.Dave Blundin49.5%unknownunknownpending
236_004pure_playAIAmount of change between now and 2028 will be like nothing we've ever seenDave Blundin49.5%unknownunknownpending
242_024pure_playReal EstateIsland real estate will become 10x-100x more accessible, driving values upDave Blundin49.5%unknownunknownpending
236_017pure_playMacro/EconomyRampant social unrest will occur during 2-year window if nothing is done quicklyDave Blundin49.5%unknownunknownpending
242_010pure_playAIBy end of 2026, a full GPU will be able to do brain surgery or discover new math/physicsDave Blundin49.5%unknownunknownpending
241_045pure_playAISam Altman / OpenAI and competitors will need enormous amounts of money to winEric Schmidt49.5%unknownunknownpending
241_005pure_playAI2026 is the year of agents - agents will take over everything this yearEric Schmidt49.5%unknownunknownpending
240_028pure_playSpaceDyson swarm will be the inevitable destiny within 10 yearsDave Blundin49.5%unknownunknownpending
240_016pure_playAIEveryone is underestimating the next year of AI improvements (more than 2x gain)Dave Blundin49.5%unknownunknownpending
240_010pure_playMarkets/StocksNVIDIA revenue will hit $350 billion this calendar yearDave Blundin49.5%unknownunknownpending
240_003pure_playAINVIDIA will lock up 70%+ of TSMC's 3nm node volumeDave Blundin49.5%unknownunknownpending
238_062pure_playLabor/JobsIndustrial-revolution-scale disruption will unfold over 2-4 years (not 20-40)Dave Blundin49.5%unknownunknownpending
240_023pure_playBiotech/Longevity45% of dementia cases are entirely preventableDr. Don Mucalem49.5%unknownunknownpending
241_037pure_playAIChinese AI strategy will stay open source / open weightsEric Schmidt49.5%unknownunknownpending
241_023pure_playEnergy10% of US electricity will be used by data centersEric Schmidt49.4%unknownunknownpending
231_033pure_playSpaceData centers in space will take 5-7 years at best, not 2-3.Peter Diamandis49.4%unknownunknownpending
240_049pure_playLabor/JobsLast jobs to be automated will be government jobs, university jobsDave Blundin49.2%unknownunknownpending
242_033pure_playLabor/JobsCompanies will race to 80% token spend / 20% salary; good by 2030-2032Dave Blundin49.2%unknownunknownpending
244_016pure_playAuto/TransportAV will grow very quickly but remains very small industry todayDara Khosrowshahi49.1%unknownunknownpending
235_005pure_playAIAI capability will grow 100x this year in raw parameter count as lower bound.Dave Blundin49.1%unknownunknownpending
AI_018pure_playEnergyGlobal data center construction spend will reach approximately $2.9 trillion through 2028 — early adopters of AI infrastructure are already seeing cash-flow-margin expansions at roughly twice the global average.Morgan Stanley49.1%unknownunknownin_progress
231_030pure_playEnergyUS AI industry needs 80 gigawatts of power in the next 3-5 years (Eric Schmidt cited).Eric Schmidt49.1%unknownunknownpending
238_023pure_playAINeural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)Dave Blundin49.0%unknownunknownpending
240_050pure_playLabor/JobsUS will pass law like China requiring retraining when AI automates a jobDave Blundin48.8%unknownunknownpending
248_013pure_playAIModel transparency decline will not reverse; US labs will keep going internal.Dave Blundin48.8%unknownunknownpending
241_020pure_playEnergy1 GW of power = ~$50 billion in hardware/software/data centersEric Schmidt48.6%unknownunknownpending
248_016pure_playAIASI is imminent; access to top AI models will be closed down in a couple of years.Dave Blundin48.6%unknownunknownpending
232_050pure_playAIDiscovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.Dave Blundin48.5%unknownunknownpending
231_029pure_playOtherMillisecond real-time dispute resolution will replace current court systems.Dave Blundin48.5%unknownunknownpending
238_035pure_playAIAI agents will outnumber humans — trillion agents vs 8 billion humansPeter Diamandis48.5%unknownunknownpending
238_018pure_playAuto/TransportUber drivers face rampant, imminent job loss from self-driving carsDave Blundin48.5%unknownunknownpending
232_020pure_playGeopoliticsReal danger that US slows AI enough to fall behind China, losing control over societal outcomes.Ben Horowitz48.5%unknownunknownpending
243_040pure_playConsumerSuburban markets will be a new growth opportunity via drone deliveryDara Khosrowshahi48.4%unknownunknownpending
243_032pure_playMarkets/StocksUber business growing at >20% and audience growing at ~20%Dara Khosrowshahi48.4%unknownunknownpending
235_017pure_playMarkets/StocksOpenAI will likely go public at north of $1 trillion valuation.Peter Diamandis48.3%unknownunknownpending
AUT_028pure_playAICorporate boardroom plans will rapidly shift from $10 billion to $100 billion, and eventually to trillion-dollar data center clusters — unprecedented demand triggers desperate scramble for energy, straining entirety of American electricity production a...Leopold Aschenbrenner48.2%unknownunknownin_progress
246_006pure_playMarkets/StocksOpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026).Peter Diamandis48.1%unknownunknownpending
242_021pure_playAuto/TransportAutonomous ride costs will drop 10x vs todayDave Blundin48.1%unknownunknownpending
243_006pure_playAuto/TransportAutonomous fleets will move to asset-light model with financial owners like Blackstone owning fleetsDara Khosrowshahi48.1%unknownunknownpending
248_021pure_playSpaceSatellite launches will become a multi-hundred-billion / multi-trillion dollar economy.Dave Blundin48.0%unknownunknownpending
230_006pure_playAIThe frontier models will go dark — kept internal to benefit the labs in an all-out battle.Peter Diamandis48.0%unknownunknownpending
INF_048pure_playEnergyGlobal data-center energy demand will reach approximately 945 Terawatt-hours by 2030 — a roughly 175% increase from 2023 levels — requiring complete grid overhauls in major markets.IEA47.9%unknownunknownin_progress
235_023pure_playEnergyEric Schmidt said AI will require 100 gigawatts by 2029, called it a crisis.Eric Schmidt47.8%unknownunknownpending
INF_042pure_playMacro/EconomyCurrent 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 Andreessen47.8%unknownunknownpending
241_031pure_playAIScientists don't agree yet on approach for recursive self-improvementEric Schmidt47.7%unknownunknownpending
243_041pure_playConsumerDelivery/retail (non-food) business growing much faster than expectedDara Khosrowshahi47.6%unknownunknownpending
CYB_028pure_playMarkets/StocksThe 2024-2026 AI arms race directly parallels the hyper-speculative early-1990s dot-com bubble and subsequent search-engine wars — while underlying technology is transformative, the vast majority of highly-valued competitors and heavily-funded startups...Mark Cuban47.6%unknownunknownpending
229_007pure_playRoboticsFigure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control.Brett Adcock47.6%unknownunknownpending
INF_001pure_playAIReaching 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 Aschenbrenner47.6%unknownunknownpending
243_029pure_playConsumerDrone delivery will enable food delivery in 10-15 minutes in suburban marketsDara Khosrowshahi47.6%unknownunknownpending
248_017pure_playLabor/JobsCoding/chip design skills have a lifespan of a year at most before full commoditization.Dave Blundin47.5%unknownunknownpending
241_003pure_playAIHuman-like computer agents NOT achievable within a year or two - science doesn't exist yetEric Schmidt47.5%unknownunknownpending
229_036pure_playSpaceHumanity will eventually disassemble the moon and asteroid belt for materials.Dave Blundin47.4%unknownunknownpending
236_029pure_playAIRegulatory regime will be very pro-business despite 80% wanting AI more regulatedAndrew Yang47.2%unknownunknownpending
231_039pure_playAIElon will build out his own chip fabs due to his attack-constraints approach.Peter Diamandis47.2%unknownunknownpending
248_035pure_playMarkets/StocksComponents of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early.Dave Blundin47.1%unknownunknownpending
241_033pure_playAIFew frontier AI companies will be in ChinaEric Schmidt47.1%unknownunknownpending
230_019pure_playMarkets/StocksThe old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.Dave Blundin47.0%unknownunknownpending
SEM_018pure_playSemisSMIC (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%unknownunknownin_progress
240_055pure_playMarkets/StocksAnthropic heading to IPO, pursuing $50B from AmazonDave Blundin46.8%unknownunknownpending
238_029pure_playLabor/JobsWhite-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminentlyDave Blundin46.8%unknownunknownpending
246_025pure_playAISam Altman predicts world-shaking cyber attack this year (2026).Sam Altman46.7%unknownunknownpending
232_013pure_playAIRecursive self-improvement loops likely to go live in the next 12 months; 2026 will be the most consequential year for humanity.Jimmy Ba46.7%unknownunknownpending
236_015pure_playLabor/JobsUnnamed tech CEO plans to fire 15% of workers now, 20% in 2 years, 20% more afterUnnamed tech CEO46.7%unknownunknownpending
248_008pure_playAIJack Dorsey aims to reduce Block's org depth from 5 to 2-3 layers this year.Jack Dorsey46.7%unknownunknownpending
234_046pure_playAIAI vs AI will dominate cybersecurity, not humansDave Blundin46.7%unknownunknownpending
241_046pure_playAIGemini 3 is probably the broadest of the non-Chinese AI systemsEric Schmidt46.7%unknownunknownpending
237_012pure_playLabor/JobsOver the next 12 months OpenClaw technology will be digested into corporations, causing destruction (layoffs) but also growth.Alex Finn46.7%unknownunknownpending
231_009pure_playGeopoliticsIndia will be the rising giant for the next 20-30 years, with Africa following.Salim Ismail46.7%unknownunknownpending
235_011pure_playMarkets/StocksPE fund will emerge shortly to buy medium/big companies and install AI digital twin infrastructure.Salim Ismail46.6%unknownunknownpending
247_022pure_playLabor/JobsCompanies will run with 20-25% of previous workforce, spawn 4-5x more companiesSalim Ismail46.6%unknownunknownpending
236_050pure_playMacro/EconomyPoverty level around $25K per person going forwardAndrew Yang46.6%unknownunknownpending
244_007pure_playReal EstateVertiports will target airports and city centers as high-traffic locationsDara Khosrowshahi46.6%unknownunknownpending
237_029pure_playAIAI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience.Dave Blundin46.6%unknownunknownpending
240_034pure_playEnergyMorgan Stanley forecasts 13-40GW data center power shortfall through 2028Morgan Stanley46.5%unknownunknownpending
230_010pure_playMarkets/StocksMega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.Dave Blundin46.5%unknownunknownpending
229_006pure_playRoboticsFigure will graduate from room-scale autonomy to full-house autonomy next.Brett Adcock46.4%unknownunknownpending
248_024pure_playOtherAI will drive an explosion of new religions and AI cults.Alex Wissner-Gross46.4%unknownunknownpending
240_006pure_playAIOpenClaw on AWS will be the biggest enterprise unlock in decadesSalim Ismail46.4%unknownunknownpending
241_040pure_playAIA Chernobyl-like AI tragedy is likely to happen, will awaken world to actEric Schmidt46.4%unknownunknownpending
241_034pure_playAIOne or two frontier AI companies in EuropeEric Schmidt46.4%unknownunknownpending
241_032pure_playAIWorld can accommodate ~10 frontier AI companies at scaleEric Schmidt46.4%unknownunknownpending
246_036pure_playAITerafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt.Peter Diamandis46.4%unknownunknownpending
232_052pure_playMacro/EconomyLowered interest rates will drive AI agent and robot purchases instead of hiring.Peter Diamandis46.4%unknownunknownpending
236_035pure_playLabor/JobsSignificant proportion of Americans will serve the top 20% as nannies/assistantsAndrew Yang46.3%unknownunknownpending
244_022pure_playLabor/JobsAutomation will typically augment work rather than replace itDara Khosrowshahi46.3%unknownunknownpending
236_006pure_playMacro/EconomyAI entrepreneurs will get phenomenally wealthy and give most awayAndrew Yang46.3%unknownunknownpending
232_034pure_playAIApple owning an open-weight LLM hosting strategy would be the single best product strategy for their hardware.Ben Horowitz46.3%unknownunknownpending
235_004pure_playLabor/JobsNext 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.Dave Blundin46.3%unknownunknownpending
236_011pure_playGeopoliticsIndependent/third party presidential run possible in 2028 electionAndrew Yang46.3%unknownunknownpending
229_025pure_playRoboticsCompetitors that can match Figure's current capabilities are at least two years behind.Brett Adcock46.3%unknownunknownpending
232_023pure_playAIAI technology adoption will be much faster than the internet because infrastructure already exists.Ben Horowitz46.3%unknownunknownpending
232_036pure_playBiotech/LongevityAI drug deployment is very hard to launch in US due to human trials; easy in UAE.Ben Horowitz46.3%unknownunknownpending
231_048pure_playAIThousands of experiments from permissionless disruptive innovation will completely change the game.Salim Ismail46.3%unknownunknownpending
241_039pure_playAIIn a year we'll know better which AI labs pull aheadEric Schmidt46.3%unknownunknownpending
232_008pure_playAIReal-time AI video generation will break any video/voice-based security mechanisms.Ben Horowitz46.3%unknownunknownpending
237_003pure_playAI12 months in AI will be like 12 years; the next year will be wild.Alex Finn46.3%unknownunknownpending
238_030pure_playAIAI will soon make very good venture capital investment decisionsDave Blundin46.2%unknownunknownpending
242_052pure_playAICost of chip shortage will be sole gating factor delaying illegal-human-driving tipping pointDave Blundin46.2%unknownunknownpending
240_020pure_playAINew architecture won't map to current NVIDIA architecture; will create next Anthropic/OpenAIDave Blundin46.2%unknownunknownpending
230_041pure_playAICourse corrections in organizations will accelerate from decades to years to months to weeks to minutes over the next couple of years.Dave Blundin46.2%unknownunknownpending
242_032pure_playLabor/JobsAI will do the job for 2% of the cost of a human in the near termDave Blundin46.1%unknownunknownpending
238_065pure_playLabor/JobsChildren/next generation uncommitted to careers will do incredibly well in AI transitionDave Blundin46.1%unknownunknownpending
236_041pure_playLabor/JobsGig work like Uber will be eliminated by AIDave Blundin46.1%unknownunknownpending
240_029pure_playAIASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildoutDave Blundin46.1%unknownunknownpending
242_016pure_playAuto/TransportTV ad campaign against human driving in 3-5 years will drive voting to ban itDave Blundin46.1%unknownunknownpending
235_026pure_playMedia/AdsSnapchat cannot sit still and expect to exist in 3 years.Dave Blundin46.1%unknownunknownpending
230_017pure_playAuto/TransportSelf-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy).Dave Blundin46.1%unknownunknownpending
232_053pure_playAITo create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product.Ben Horowitz46.1%unknownunknownpending
242_011pure_playAINew non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 yearsDave Blundin46.1%unknownunknownpending
248_006pure_playAIThe Luna AI-managed store will be one of the best-managed stores in the world within a year.Dave Blundin46.1%unknownunknownpending
231_024pure_playAIGround-up society simulations are complete nonsense so far, but not far in the future.Dave Blundin46.1%unknownunknownpending
247_018pure_playMacro/EconomyFirst version of social contract will be politicians writing checks in next electionDave Blundin46.1%unknownunknownpending
246_043pure_playSpaceEarth limited by ASML and constraints to 3-5 years before mining/constructing moves to space.Dave Blundin46.1%unknownunknownpending
INF_012pure_playEnergyAI data-center power consumption will grow by approximately 126 GW annually through 2028 — comparable to Canada's total annual power demand, and representing nearly 20% of projected global power growth through 2030.Morgan Stanley46.0%unknownunknownpending
INF_029pure_playMacro/EconomyEnterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporations will pay data-center operators directly for finalized outcomes (optimized supply chains, completed legal briefs, delivered marketing campaigns) rat...Peter Diamandis / Salim Ismail / Andrew Yang45.9%unknownunknownpartial
234_031pure_playAuto/TransportOnly 20 million cars needed once FSD robotaxis arrive, down from 140 millionDave Blundin45.9%unknownunknownpending
235_021pure_playAuto/TransportZipline will reach a delivery per second in next 2-3 years.Zipline45.9%unknownunknownpending
232_009pure_playAIStartups will continue to deploy dangerous AI tech even after hyperscalers voluntarily pause it.Ben Horowitz45.8%unknownunknownpending
235_001pure_playAIAnthropic will be first company to hit $1 trillion in revenue by 2029-2030.Dave Blundin45.8%unknownunknownpending
244_027pure_playLabor/JobsUber platform workers in 2035 may be doing different kinds of tasksDara Khosrowshahi45.7%unknownunknownpending
240_035pure_playEnergyMeta secured 6.6 GW of clean nuclear power for 2035Meta45.7%unknownunknownpending
244_026pure_playLabor/JobsUber platform will grow from 10M to 20M people by 2035Dara Khosrowshahi45.7%unknownunknownpending
242_053pure_playAuto/TransportNew car manufacturing demand will collapse by ~50% due to AV utilizationSalim Ismail45.6%unknownunknownpending
242_039pure_playSpaceNASA will imminently find >90% probability evidence of microbial life on MarsJared Isaacman (NASA administrator)45.5%unknownunknownpending
247_009pure_playAIAnthropic's implied valuation could reach $2 trillion in 2026Dave Blundin45.5%unknownunknownpending
INF_056pure_playEnergyHelion will supply OpenAI with 5 gigawatts of fusion electricity by 2030 (roughly 100 Helion 50-MW reactors, equivalent to ~73% of Grand Coulee Dam) — a 100x step-up from Helion's existing Microsoft commitment.Sam Altman45.5%unknownunknownpending
235_025pure_playMarkets/StocksNvidia's margins unsustainable; cracks in armor but all chips made will sell.Dave Blundin45.5%unknownunknownpending
SEM_035pure_playAI/CognitionWorld-class, AI-based mathematicians will emerge within a single year (by ~early 2027).Eric Schmidt45.5%unknownunknownpending
241_013pure_playAIAgents from incompatible vendors combined will produce unpredictable effectsEric Schmidt45.4%unknownunknownpending
247_028pure_playAIMusk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departingDave Blundin45.4%unknownunknownpending
235_034pure_playConsumerNext-generation mobile phones will regain growth through AI neural chips.Dave Blundin45.4%unknownunknownpending
231_023pure_playMacro/EconomyUS crime rates should continue to decline due to location services and surveillance.Dave Blundin45.4%unknownunknownpending
233_014pure_playBiotech/LongevityOver the next 12 years, half of kids will have neural links while others won't, creating divergence.Dave Blundin45.4%unknownunknownpending
240_009pure_playGeopoliticsGovernment will intervene if NVIDIA does 10-year forward contract locking up TSMCDave Blundin45.4%unknownunknownpending
235_009pure_playDefenseAnthropic legal recourse process against Dept of War will take three years.Dave Blundin45.4%unknownunknownpending
230_050pure_playMarkets/StocksOne of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent.Dave Blundin45.4%unknownunknownpending
232_007pure_playMedia/AdsTikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry.Dave Blundin45.4%unknownunknownpending
246_022pure_playAIClaude Mythos will NOT be released publicly near-term (PolyMarket ~7%).PolyMarket45.4%unknownunknownpending
240_019pure_playAIPost-transformer architecture will come out of left field within a yearDave Blundin45.4%unknownunknownpending
247_004pure_playAIMusk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversionsDave Blundin45.4%unknownunknownpending
248_050pure_playAIOpus 4.7 removes manual dials; prompts become the new hyperparameters.Alex Wissner-Gross45.4%unknownunknownpending
246_024pure_playAISomething really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door).Dave Blundin45.4%unknownunknownpending
SEM_021pure_playAI/ChinaLargest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs.Dave Blundin45.4%unknownunknownpartial
232_015pure_playAIAI will discover something as significant as relativity in physics within the next two years.Dave Blundin45.4%unknownunknownpending
237_015pure_playLabor/JobsThere will be significantly more AI claws/agents than humans within a typical organization.Alex Finn45.4%unknownunknownpending
242_025pure_playReal Estate60% of LA parking will be released, becoming gardens and parksDave Blundin45.4%unknownunknownpending
231_045pure_playAICorporations will start downplaying AI capabilities to avoid antitrust backlash.Dave Blundin45.4%unknownunknownpending
237_017pure_playMarkets/StocksThe entire SaaS market is going to zero because features can be rebuilt in five minutes with agents.Alex Finn45.4%unknownunknownpending
234_002pure_playAIWithin 6 months to 2 years, AI will do absolutely everythingDave Blundin45.4%unknownunknownpending
248_041pure_playSpaceMaine data center moratorium gives other states / Elon time to move compute to orbit.Peter Diamandis45.3%unknownunknownpending
236_044pure_playEducationUniversities turning into incubators/venture studios is the only way they surviveSalim Ismail45.3%unknownunknownpending
240_041pure_playAIConsumer killer app tying compute to happiness must be invented within the next yearDave Blundin45.3%unknownunknownpending
240_022pure_playMarkets/StocksAll five major AI labs will be worth trillions of dollarsDave Blundin45.3%unknownunknownpending
238_054pure_playMacro/EconomyPost-capitalist society: compute, energy, raw materials will be the scarce resources (money less valuable)Peter Diamandis45.3%unknownunknownpending
235_007pure_playGeopoliticsAI regulation window is this calendar year 2026 before chaos breaks out.Dave Blundin45.3%unknownunknownpending
238_045pure_playBiotech/LongevityEon Systems aims to upload human minds to cyberspace as soon as possibleAlex Wissner-Gross45.3%unknownunknownpending
234_015pure_playMarkets/StocksAnthropic, OpenAI and SpaceX IPOs are likely within the next 6 monthsPeter Diamandis45.3%unknownunknownpending
247_010pure_playAIAnthropic will beat OpenAI in valuation trajectoryDave Blundin45.2%unknownunknownpending
245_008pure_playBiotech/LongevityMore direwolves will be produced after initial Romulus and RemusBen Lamm45.2%unknownunknownpartial
245_001pure_playBiotech/LongevitySynthetic biology paired with AI will be the most transformative technology in human historyBen Lamm45.0%unknownunknownpending
245_030pure_playBiotech/LongevityHumans will need to use synthetic biology to help species adapt faster than environmental changeBen Lamm45.0%unknownunknownpending
238_031pure_playOtherFuture is unpredictable beyond three weeks in the AI eraSalim Ismail45.0%unknownunknownpending
245_020pure_playOtherScreworm will decimate US cattle and bison industryBen Lamm45.0%unknownunknownpending
245_043pure_playBiotech/LongevityBreaking's enzymes will treat a wider breadth of plastics and degrade them faster per surface areaBen Lamm45.0%unknownunknownpending
245_021pure_playBiotech/LongevityEngineered all-male screworms released via gene drive will cause species die-off over timeBen Lamm45.0%unknownunknownpending
248_039pure_playAISocial license, not chips or compute, may be the true bottleneck to AI and will force expansion into space.Salim Ismail45.0%unknownunknownpending
238_047pure_playEnergyUS will add 86 GW of new grid capacity in 2026, 51% from solarEmad Mostaque44.9%unknownunknownpending
242_006pure_playAITerafab will reach 70% of TSMC's outputPeter Diamandis44.9%unknownunknownpending
238_019pure_playLabor/JobsJevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automatedDave Blundin44.7%unknownunknownpending
235_042pure_playMarkets/StocksOpenAI IPO shares could deliver a 50% pop in 6 months after IPO.Peter Diamandis44.7%unknownunknownpending
238_025pure_playAIAI computer-use benchmarks (OSWorld, Tbench) have broken through human levelEmad Mostaque44.7%unknownunknownpending
247_049pure_playEnergySolar PV capped materially less than 100% efficiency by physicsAlex Wissner-Gross44.7%unknownunknownpending
242_017pure_playAuto/TransportSelf-driving will become 95-97% safer than human drivingDave Blundin44.7%unknownunknownpending
234_030pure_playAuto/TransportAuto insurance industry will shrink as crashes decline from self-drivingDave Blundin44.7%unknownunknownpending
242_059pure_playAuto/TransportSelf-flying eVTOLs will be the norm given AI safety advantagesDave Blundin44.7%unknownunknownpending
244_001pure_playAuto/TransportTechnology will always be a part of the human driving experienceDara Khosrowshahi44.7%unknownunknownpending
245_009pure_playBiotech/LongevityBreaking plastic-degradation technology could become a supplement that breaks microplastics in the gut before absorptionPeter Diamandis44.7%unknownunknownpending
242_054pure_playAITerafab initial capex $25B, total buildout $150B+ minimum, possibly $500BPeter Diamandis44.7%unknownunknownpending
246_045pure_playMacro/EconomyPost-capitalist society with zero marginal cost approaching.Peter Diamandis44.6%unknownunknownpending
246_055pure_playAIWe WILL figure out AI safety/regulation but only after something really bad happens.Dave Blundin44.6%unknownunknownpending
240_025pure_playAITesla's Terra Fab initial capacity 100,000 wafers, scaling to 1 million per monthPeter Diamandis44.6%unknownunknownpending
234_008pure_playLabor/JobsWorkflows will move from human-centric to agentic with humans doing oversight rather than being in the loopSalim Ismail44.6%unknownunknownpending
238_048pure_playGeopoliticsUS must find 100 GW of new power or lose AI race to China (cited from Eric Schmidt)Eric Schmidt44.6%unknownunknownpending
243_004pure_playAuto/TransportUber would welcome Tesla on platform once camera-only FSD is safeDara Khosrowshahi44.4%unknownunknownpending
232_060pure_playAIWe'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.Alex Wissner-Gross44.3%unknownunknownpending
236_037pure_playAuto/TransportTransportation will shift from ownership to subscription/access modelSalim Ismail44.2%unknownunknownpending
238_046pure_playEnergyxAI will build every new data center at 1.2 gigawatts scaleGwynne Shotwell / xAI44.1%unknownunknownpending
243_026pure_playAuto/TransportExciting announcements coming from Wave (UK AV partner)Dara Khosrowshahi44.1%unknownunknownpending
238_007pure_playAIThere will be no more than ~10 foundation model labs globally, but thousands of successful AI startupsEric Schmidt44.1%unknownunknownpending
231_038pure_playAITSMC fabs will come online in 5-6-7 years; Elon won't wait that long.Dave Blundin44.0%unknownunknownpending
236_019pure_playRoboticsHuman plumbers are safe for at least 10 years and probably significantly longerAndrew Yang44.0%unknownunknownpending
231_010pure_playGeopoliticsChina has peaked and is going to be on descent.Salim Ismail43.9%unknownunknownpending
241_042pure_playGeopoliticsPost-tragedy, global leaders (US, China) will convene on AI governanceEric Schmidt43.9%unknownunknownpending
234_001pure_playGeopoliticsIndia will be the next giant on the rise while China is on the declineSalim Ismail43.9%unknownunknownpending
229_004pure_playGeopoliticsBy summer 2026, Figure will have almost none of its supply chain in China.Brett Adcock43.8%unknownunknownpending
232_012pure_playGeopoliticsUS-China AI situation about to get more complicated regarding open source models and secrets.Ben Horowitz43.7%unknownunknownpending
237_022pure_playAIAlex Finn plans to build an autonomous closed-loop organization where agents research, validate, code and deploy value on the web in coming years.Alex Finn43.7%unknownunknownpending
238_026pure_playAIEvery attempt to pause frontier AI capabilities ends up being a net accelerantAlex Wissner-Gross43.5%unknownunknownpending
229_040pure_playRoboticsWhen Figure robots work on unloading the dishwasher, they're within a 'millimeter' of every other task because it's all just data.Dave Blundin43.5%unknownunknownpending
237_011pure_playAIAI agents will have voices in the near future.Alex Finn43.5%unknownunknownpending
230_001pure_playAIA billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet).Alex Wissner-Gross43.5%unknownunknownpending
231_046pure_playAIOver the next 10 years humanity will live through top 50 science fiction plots simultaneously.Alex Wissner-Gross43.5%unknownunknownpending
231_047pure_playAISolving physics with AI has very high likelihood in next 2 years.Alex Wissner-Gross43.5%unknownunknownpending
230_029pure_playAICognition is becoming a commodity — intelligence will flow like oil.Alex Wissner-Gross43.5%unknownunknownpending
237_013pure_playMacro/EconomyOver 12-24 months value created by consumer adoption of OpenClaw will outweigh corporate destruction.Alex Finn43.5%unknownunknownpending
230_031pure_playAIWe are in an era of domain collapse — AlphaFold pattern will repeat across many fields starting now.Alex Wissner-Gross43.5%unknownunknownpending
230_028pure_playAIArtisanal intelligence / the lone genius is dead — solutions will come from systems enabling millions.Alex Wissner-Gross43.5%unknownunknownpending
238_039pure_playAIApple's underused unified memory overhang will likely collapse within the next yearAlex Wissner-Gross43.5%unknownunknownpending
230_027pure_playAIWe are in an intelligence revolution — a war on scarce human attention — weapon is the token.Alex Wissner-Gross43.5%unknownunknownpending
237_016pure_playMarkets/StocksA specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost.Alex Finn43.5%unknownunknownpending
232_029pure_playLabor/JobsEntry-level workers have approximately 2 years to secure employment before AI shuts down vertical mobility.Unnamed frontier lab mid-level executive43.5%unknownunknownpending
246_023pure_playAIGrok 5 release ~20% probability for Q2 2026 per PolyMarket.PolyMarket43.5%unknownunknownpending
240_046pure_playMedia/AdsPublic interest in any alien disclosure will fade within one or two daysAlex Wissner-Gross43.5%unknownunknownpending
240_032pure_playAIPSI's GPD will solve some of the hardest physics problems over the next few yearsAlex Wissner-Gross43.5%unknownunknownpending
234_006pure_playAIOver the next 10 years, substantially all important science and engineering problems will get solvedAlex Wissner-Gross43.5%unknownunknownpending
INF_057pure_playEnergyHelion will scale to 50 gigawatts of fusion-generated power to OpenAI by 2035 — equivalent to more than 7x Grand Coulee Dam output and roughly 1,000 Helion 50-MW reactors.Sam Altman43.4%unknownunknownpending
241_008pure_playAIAI research agents will be limited only by electricity, with potentially millions possibleEric Schmidt43.4%unknownunknownpending
242_014pure_playAuto/TransportHuman driving will become illegal starting in city centers, then broadening outSalim Ismail43.3%unknownunknownpending
230_046pure_playAIOpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public.Dave Blundin43.3%unknownunknownpending
242_046pure_playAICustom chip designs per use case will unlock 10x+ efficiency improvementsDave Blundin43.2%unknownunknownpending
237_010pure_playCryptoIn the next 2 years, everyone's AI agent will have a crypto wallet filled with USDC.Alex Finn43.1%unknownunknownpending
246_053pure_playAIASI (Artificial Superintelligence) coming very soon.Dave Blundin42.9%unknownunknownpending
248_043pure_playRoboticsFull sewing/stitching automation likely within six months.Dave Blundin42.7%unknownunknownpending
247_048pure_playEnergyBattery energy densities improving 8% year-over-year per constant dollarAlex Wissner-Gross42.7%unknownunknownpending
INF_007pure_playAIOpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age.Alex Wissner-Gross42.6%unknownunknownpending
229_015pure_playRoboticsThe current Figure facility will top out around 50,000 units per year at full capacity.Brett Adcock42.6%unknownunknownpending
236_040pure_playLabor/JobsCEO will be last to go in AI wave of automationAndrew Yang42.5%unknownunknownpending
244_024pure_playLabor/JobsHopes society will adjust as work is augmented and new work shows upDara Khosrowshahi42.5%unknownunknownpending
234_013pure_playMarkets/StocksExtrapolating Anthropic growth, they will hit $1 trillion revenue in 2029Dave Blundin42.3%unknownunknownpending
240_051pure_playLabor/JobsAfter first state passes retraining law, all other states will race to fire people firstAlex Wissner-Gross42.3%unknownunknownpending
237_014pure_playLabor/JobsAccountants face ~80% automation; friend says he could fire 80% of his accountants using OpenClaw.Unnamed friend (accountant manager)42.3%unknownunknownpending
240_039pure_playLabor/JobsAny company will be run by 20-25% of current employees post-organizational singularitySalim Ismail42.3%unknownunknownpending
235_039pure_playGeopoliticsAI will enter government through procurement, defense, health, infrastructure benefits, overwhelming immune system.Salim Ismail42.3%unknownunknownpending
248_022pure_playMarkets/StocksDeepseek-style hyperdeflation moments from algorithmic innovation will become more frequent but less effective at causing price swings.Alex Wissner-Gross42.3%unknownunknownpending
230_026pure_playConsumerThe QWERTY keyboard will persist until the heat death of the universe.Alex Wissner-Gross42.3%unknownunknownpending
235_045pure_playConsumerMost volume in e-commerce and physical world will eventually be dominated by algorithms (like quantitative trading).Alex Wissner-Gross42.3%unknownunknownpending
238_042pure_playConsumerIris scanning will improve to a 3-meter (and longer) range at retail storesAlex Wissner-Gross42.3%unknownunknownpending
232_005pure_playLabor/JobsBig enterprises will not reach total AI efficiency very fast.Ben Horowitz42.3%unknownunknownpending
234_050pure_playAIOpen-source maintainers will be overwhelmed by AI-discovered software vulnerabilitiesAlex Wissner-Gross42.3%unknownunknownpending
246_044pure_playAITwo outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years.Dave Blundin42.3%unknownunknownpending
245_035pure_playBiotech/LongevityGene drive tech is safer than prior dispersals and can be rolled backBen Lamm42.3%unknownunknownpending
248_036pure_playAIAI will enable one-person conglomerates and one-person religions.Alex Wissner-Gross42.3%unknownunknownpending
248_032pure_playBiotech/LongevityFirst-generation neural uploads will be destructive; 2nd-4th generation will be non-destructive.Alex Wissner-Gross42.3%unknownunknownpending
234_027pure_playBiotech/LongevityElement Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026Alex Wissner-Gross42.3%unknownunknownpending
248_028pure_playBiotech/LongevityPersonalized AI-designed medicine stories will repeat until it's n=10 billion.Alex Wissner-Gross42.3%unknownunknownpending
248_049pure_playAIHumans (weaker intelligences) can successfully align/contain super-intelligences via weak-to-strong supervision.Alex Wissner-Gross42.3%unknownunknownpending
240_015pure_playAIPost-transformer architectures will make a 1000x cost reduction look like child's playAlex Wissner-Gross42.3%unknownunknownpending
242_050pure_playRoboticsHumanoid robots will be over-engineered but will unlock supply chainDave Blundin42.2%unknownunknownpending
232_054pure_playAISSI (Ilya Sutskever's company), if successful, will change a lot of things.Ben Horowitz42.1%unknownunknownpending
232_002pure_playAIWay more positive change coming from AI than negative change, at much more rapid rate.Ben Horowitz42.1%unknownunknownpending
238_043pure_playBiotech/LongevityA mouse will have a full brain uploaded in years, not decades; first human whole-brain emulation also years awayAlex Wissner-Gross42.1%unknownunknownpending
232_016pure_playAISuper intelligence will discover new laws of physics and transformative inventions.Alex Wissner-Gross42.1%unknownunknownpending
237_007pure_playAIEvery other company will eventually try to provide OS-integrated local AI like what Apple could offer.Alex Finn42.1%unknownunknownpending
231_007pure_playAIAI will analyze scientific literature and shock humanity by revealing wrong turns made over the past century.Alex Wissner-Gross42.1%unknownunknownpending
238_059pure_playMacro/EconomyEra of greed and ignored fundamental problems will disappear in 2-3 years as XPRIZE takes holdSalim Ismail42.1%unknownunknownpending
234_037pure_playGeopoliticsCivilizational left turns will hit us in the next 1-2 yearsAlex Wissner-Gross42.1%unknownunknownpending
232_001pure_playAISocietal change across non-Silicon Valley companies taking 1-5 years is too aggressive a timeline.Ben Horowitz42.1%unknownunknownpending
INF_014pure_playEnergyData-center industry could emit up to 2.5 billion tons of CO2 cumulatively through 2030 if powered primarily by fossil fuels — a scale that materially delays global climate-pledge compliance.Morgan Stanley42.0%unknownunknownpending
242_029pure_playLabor/JobsTypical companies will run with 20-25% of current employeesSalim Ismail42.0%unknownunknownpending
234_022pure_playLabor/JobsConsulting firms face the biggest advisory opportunity in the history of mankindSalim Ismail42.0%unknownunknownpending
238_053pure_playMacro/EconomyInnovation is no longer capital constrained — permissionless disruptive innovation is now the normSalim Ismail42.0%unknownunknownpending
238_037pure_playAINetwork effects, economics, and game theory will persist in AI agent economy (no singleton takeover)Alex Wissner-Gross41.9%unknownunknownpending
240_033pure_playAIAI will compress decades of research into years, months, weeksSalim Ismail41.9%unknownunknownpending
230_003pure_playAIAI model release cycles will move toward daily, then hourly, then minutely releases.Alex Wissner-Gross41.9%unknownunknownpending
238_070pure_playAISmall language models will be where most algorithmic breakthroughs come from (crowdsourced)Alex Wissner-Gross41.9%unknownunknownpending
231_017pure_playAIA major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.Alex Wissner-Gross41.9%unknownunknownpending
238_051pure_playMarkets/StocksIf Anthropic grows 10x year-over-year two more years, it reaches $2.6T revenue (implying quadrillion-dollar valuation)Dave Blundin41.9%unknownunknownpending
231_054pure_playLabor/JobsUncertain whether people will have any purpose at all a year from today.Dave Blundin41.9%unknownunknownpending
232_044pure_playAIThere will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling.Alex Wissner-Gross41.9%unknownunknownpending
246_011pure_playAIElon will feel Grok is ready to take over as CEO in next few years.Dave Blundin41.9%unknownunknownpending
240_026pure_playMarkets/StocksElon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T companyDave Blundin41.9%unknownunknownpending
247_052pure_playMacro/EconomyAI enters government in 2-4 years will allow thoughtful UBI programs laterDave Blundin41.8%unknownunknownpending
235_046pure_playGeopoliticsWindow of global AI regulation is a few months before capabilities proliferate widely.Dave Blundin41.7%unknownunknownpending
238_021pure_playAIMath, science, engineering, and medicine will all be solved by AIAlex Wissner-Gross41.7%unknownunknownpending
230_038pure_playAIAI will be net super-humanizing long-term despite short-term substitution effects.Alex Wissner-Gross41.6%unknownunknownpending
247_031pure_playBiotech/LongevityVirtual cell simulation by end of decade (2030)Alex Wissner-Gross41.6%unknownunknownpending
232_039pure_playBiotech/Longevity150,000 people per day dying on Earth; AI is the best chance to stop that.Alex Wissner-Gross41.6%unknownunknownpending
242_036pure_playMarkets/StocksMid-cap/small-cap firms with high-labor ops will triple FCF while multiple compressesDave Blundin41.5%unknownunknownpending
240_002pure_playMarkets/StocksAmazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIADave Blundin41.5%unknownunknownpending
240_011pure_playMarkets/StocksNVIDIA can grow another 2x into the 2nm node before being flooredDave Blundin41.5%unknownunknownpending
238_002pure_playAIRising cost of talent will force Frontier Labs to compete on algorithmic insightsUnknown41.5%unknownunknownpending
246_028pure_playAIBroad civilizational cyber attack via AI hash function inversion is borderline guaranteed.Alex Wissner-Gross41.5%unknownunknownpending
244_012pure_playMarkets/StocksUber will monetize its Didi stake at some pointDara Khosrowshahi41.5%unknownunknownpending
242_004pure_playMarkets/StocksMusk ecosystem will lap Nvidia by 1-2 orders of magnitudePeter Diamandis41.4%unknownunknownpending
237_008pure_playConsumerApp stores will go away; users won't download apps but instead generate software on demand from local models.Alex Finn41.3%unknownunknownpending
247_011pure_playAIOpenAI user count will soon reach 1 billionAlex Wissner-Gross41.3%unknownunknownpending
231_016pure_playAIPermissionless agent activity is imminent; Claude-style approval prompts will go away.Alex Wissner-Gross41.3%unknownunknownpending
231_001pure_playAIAnthropic model family is closest to embodying the singularity and recursive self-improvement today.Alex Wissner-Gross41.3%unknownunknownpending
237_020pure_playAIThe hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local.Alex Finn41.3%unknownunknownpending
231_025pure_playAIEvery frontier lab will launch 24/7 agent offerings (table stakes).Alex Wissner-Gross41.3%unknownunknownpending
247_024pure_playLabor/JobsVoters may refuse to help white-collar professionals displaced by AIDave Blundin41.3%unknownunknownpending
237_009pure_playAIChatGPT will release a model specifically for OpenClaw within the next 6 months.Alex Finn41.3%unknownunknownpending
235_041pure_playMarkets/StocksAnthropic implied valuation using PE ratio could be one quadrillion dollars.Dave Blundin41.3%unknownunknownpending
245_038pure_playConsumerPeople buying clones of their dogs is a profitable ongoing consumer business (will persist)Ben Lamm41.3%unknownunknownpending
234_048pure_playAINext major revolutions in foundation models will come from small language modelsAlex Wissner-Gross41.2%unknownunknownpending
234_017pure_playAIOpenAI codex lead predicts current coding agents will seem primitive in 10 weeksOpenAI Codex Lead41.2%unknownunknownpending
238_067pure_playEnergyUS power problem is transmission/storage, not production — distributed regional data centers will fix job dislocationDave Blundin41.2%unknownunknownpending
246_040pure_playAuto/TransportIn cities people mostly won't own cars once autonomy mainstream (subscription model).Salim Ismail41.1%unknownunknownpending
247_057pure_playAIParameter scaling race is over; frontier labs plateauing at 10T parametersAlex Wissner-Gross41.1%unknownunknownpending
240_013pure_playAISam Altman predicts another architecture breakthrough as big as transformers over LSTMsSam Altman40.9%unknownunknownpending
247_023pure_playAIAI will be able to do everything a white collar worker does imminentlyDave Blundin40.8%unknownunknownpartial
238_066pure_playEnergyPete Donovan aspires to build 20,000 distributed 10MW data centers across US high-school-football townsPete (audience, data center builder)40.7%unknownunknownpending
237_006pure_playAIOver the next year, consumers will realize local models are the way to go on privacy, speed, and limits.Alex Finn40.6%unknownunknownpending
245_032pure_playOtherAnti-GMO perception of reintroduced Tasmanian tiger requires government educationBen Lamm40.6%unknownunknownpending
245_034pure_playOtherWolves will not attack modern cattle due to current cattle-raising methodsBen Lamm40.6%unknownunknownpending
240_052pure_playBiotech/LongevityUploading consciousness (whole brain emulation) really will be you in the futureAlex Wissner-Gross40.6%unknownunknownpending
245_031pure_playBiotech/Longevity99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadlyBen Lamm40.6%unknownunknownpending
245_013pure_playBiotech/LongevityArtificial wombs will eventually enable productionized de-extinction speciesBen Lamm40.6%unknownunknownpending
245_010pure_playBiotech/LongevityBreaking will pursue a human-body microplastic solution (supplement) in addition to environmental plastic degradationBen Lamm40.6%unknownunknownpending
238_050pure_playOtherSci-fi tropes (warp drive, teleportation, time travel) are not yet achieved; replicator/holodeck closeAlex Wissner-Gross40.6%unknownunknownpending
229_024pure_playRoboticsFigure'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 Adcock40.5%unknownunknownpending
234_047pure_playAIAgents will pervade verticals like journalism, law and finance as autonomous 24/7 servicesAlex Wissner-Gross40.5%unknownunknownpending
229_042pure_playAIFigure believes there will be a single omni-model fusing language, vision, action, memory — not multiple specialized neural nets per task.Brett Adcock40.4%unknownunknownpending
234_026pure_playAIAI rent-a-human service feature of scoring humor/visuals will be gone in monthsAlex Wissner-Gross40.2%unknownunknownpending
237_021pure_playCryptoAlex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.Alex Finn40.2%unknownunknownpending
229_043pure_playRoboticsFigure expects to hire a small handful of lead customers rather than broad distribution over next 6-12 months.Brett Adcock40.1%unknownunknownpending
238_006pure_playLabor/JobsCoders will go away in the next five years (original prediction made ~3 years ago; confirmed happening in 3 years)Emad Mostaque40.1%unknownunknownpending
242_027pure_playAuto/TransportHyperloop will be used largely for commercial/cargo loads, not humansSalim Ismail40.0%unknownunknownpending
229_032pure_playAIFigure will ship a figure with 'personality' the user can talk to and that remembers, over the next year or two.Brett Adcock40.0%unknownunknownpending
242_008pure_playEnergyDyson sphere will come before any fusion reactor is licensedDave Blundin40.0%unknownunknownpending
229_003pure_playRoboticsFigure is effectively sold out on its current customer base for the next two to three years.Brett Adcock39.9%unknownunknownpending
237_018pure_playAIWe are seeing a Cambrian explosion of OpenClaw variants (PicoClaw, IronClaw, NanoClaw, Nanobot, etc.) with many more to come.Alex Wissner-Gross39.7%unknownunknownpending
230_008pure_playAIAI will bulk-solve math, physical sciences, engineering, medicine, and material sciences.Alex Wissner-Gross39.7%unknownunknownpending
231_004pure_playAIThe solution wavefront will spread from math/coding to physics, chemistry, and other fields.Alex Wissner-Gross39.6%unknownunknownpending
230_042pure_playAIA pure AI organization will emerge soon — won't look efficient, will look 'literally alien'.Salim Ismail39.6%unknownunknownpending
232_056pure_playAIEvery single discipline (math, physics, chemistry, medicine) will be flattened by well-targeted generalist AIs.Alex Wissner-Gross39.6%unknownunknownpending
230_024pure_playBiotech/LongevityUnder a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Dave Blundin39.6%unknownunknownpending
238_022pure_playAIFrom here forward, training data will be synthetic (pre-training era of human internet data is over)Alex Wissner-Gross39.5%unknownunknownpending
234_019pure_playAIExpect big AI capability improvements via recursive self-improvement over next few weeksAlex Wissner-Gross39.4%unknownunknownpending
230_007pure_playRoboticsLobsters (agentic AIs) will ultimately gain first-class physical embodiment as robots.Alex Wissner-Gross39.3%unknownunknownpending
231_019pure_playOtherFeynman Grand Prize for nanotech (Drexlerian assemblers) could be solved in next 2-3 years.Alex Wissner-Gross39.3%unknownunknownpending
238_005pure_playAIBy September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly freeAlex Wissner-Gross39.3%unknownunknownpending
248_026pure_playOtherOrganized religions will embrace AI barring a civilization-level disruption.Alex Wissner-Gross39.2%unknownunknownpending
233_010pure_playEducationAlpha aims to build 10,000 schools and reach a billion kids over 20 years.Joe Liemandt39.2%unknownunknownpending
230_015pure_playLabor/JobsFor the next few years more people will end up doing more work, not less (996 turns into 997).Alex Wissner-Gross39.2%unknownunknownpending
248_031pure_playBiotech/LongevityEnhanced Games world records will accelerate on a scaling-law-style trajectory year over year.Alex Wissner-Gross39.2%unknownunknownpending
234_041pure_playOther50% probability fundamental physics could be solved in the next few yearsAlex Wissner-Gross39.2%unknownunknownpending
234_009pure_playDefensePentagon and Anthropic will resolve their standoff amicablyAlex Wissner-Gross39.1%unknownunknownpending
230_032pure_playGeopoliticsNear future will see multiple spheres of influence each independently locking itself in (geopolitically).Alex Wissner-Gross39.1%unknownunknownpending
247_019pure_playMacro/EconomyAI could empower individuals to become micro entrepreneurs without need for new social contractAlex Wissner-Gross39.1%unknownunknownpending
247_054pure_playReal EstateReal estate will be made post-scarce by AI (land growth via AI)Alex Wissner-Gross39.1%unknownunknownpending
230_039pure_playEducationEducational system will have 'AI wilderness camps' where tools are removed; every fourth-grader becomes a Nobel laureate.Alex Wissner-Gross39.1%unknownunknownpending
233_003pure_playEducationAny student is capable of reaching 99th percentile in reading, writing, math, and science with mastery-based tutoring.MacKenzie Price39.1%unknownunknownpending
238_069pure_playGeopoliticsThe path to the abundant end-state will include diverse mutually-exclusive nation-state/business pathsAlex Wissner-Gross39.1%unknownunknownpending
233_018pure_playEducationAlpha's private school market is a $50 billion opportunity.Joe Liemandt39.1%unknownunknownpending
234_011pure_playDefensePentagon pressure on frontier labs to shape cultural values will increaseAlex Wissner-Gross39.1%unknownunknownpending
243_039pure_playRoboticsUber will work with drone delivery companies including Zipline, Sky Trax, MannaDara Khosrowshahi39.1%unknownunknownpending
246_048pure_playAIAnthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.Alex Wissner-Gross39.0%unknownunknownpending
240_045pure_playGeopoliticsWhite House to disclose something about aliens/UAPs in the next few months (rumors of June/July/summer)Alex Wissner-Gross39.0%unknownunknownpending
248_044pure_playBiotech/LongevityAlex: likely user ~1 million of a BCI implant (not 101) once upgradeable.Alex Wissner-Gross39.0%unknownunknownpending
248_025pure_playOtherReligion will consolidate globally around fewer major religions while proliferating micro cults/sects.Alex Wissner-Gross39.0%unknownunknownpending
240_031pure_playAISamsung will be optimized by orders of magnitude by ElonAlex Wissner-Gross39.0%unknownunknownpending
241_041pure_playAIBiological and nuclear attacks spawned by AI are real dangersEric Schmidt38.9%unknownunknownpending
INF_004pure_playGeopoliticsChina has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaiting compute — such that if export controls relax or are bypassed, China has near-immediate physical capacity to train frontier models equivalent to Anth...Jensen Huang38.9%unknownunknownpartial
234_044pure_playAIIntelligence does not have a fixed upper bound; governance will cap it before IQSalim Ismail38.8%unknownunknownpending
247_035pure_playBiotech/LongevityDario Amodei will solve most/all neurological diseases by end of decadeDario Amodei38.8%unknownunknownpending
INF_050pure_playEnergyWithin approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely.Jensen Huang38.7%unknownunknownin_progress
245_028pure_playBiotech/LongevityColossal's models and approach to synthetic biology will apply broadly to the fieldBen Lamm38.7%unknownunknownpending
242_047pure_playBiotech/LongevityFrontier AI may solve most diseases in 5 yearsAlex Wissner-Gross38.7%unknownunknownpending
244_025pure_playLabor/JobsOpen question whether society can adjust fast enough to AI/automation paceDara Khosrowshahi38.7%unknownunknownpending
242_028pure_playLabor/JobsAI could automate 25% of US work hoursGoldman Sachs38.7%unknownunknownpending
236_032pure_playMacro/EconomyAI has chance of fixing poverty globallyAndrew Yang38.7%unknownunknownpending
230_045pure_playMacro/EconomyGDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems.Alex Wissner-Gross38.6%unknownunknownpending
248_027pure_playOtherReligion economy (~$5 trillion) will grow tremendously due to AI chaos.Dave Blundin38.6%unknownunknownpending
235_018pure_playLabor/JobsSingle-person conglomerates with agents running businesses will be common in ~5 years.Alex Wissner-Gross38.6%unknownunknownpending
236_039pure_playEnergyData centers/hyperscalers will subsidize electricity/services for consumersAlex Wissner-Gross38.5%unknownunknownpending
229_026pure_playRoboticsBy next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.Brett Adcock38.5%unknownunknownpending
238_012pure_playAIOpenAI aspires to have 100 AI scientists winning 100 Nobel PrizesKevin Weil38.5%unknownunknownpending
238_014pure_playAIEverything is becoming software and super-intelligent coding models can do anything in the physical worldAlex Wissner-Gross38.5%unknownunknownpending
232_035pure_playMarkets/StocksApple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models.Alex Wissner-Gross38.4%unknownunknownpending
240_008pure_playGeopoliticsNVIDIA export controls will get even more aggressive in coming monthsAlex Wissner-Gross38.4%unknownunknownpending
240_058pure_playAIOpenAI throttling back on $1.6T Stargate plansAlex Wissner-Gross38.3%unknownunknownpending
241_051pure_playAIAI systems eventually won't have the ability to do completely new thingsEric Schmidt38.3%unknownunknownpending
238_063pure_playLabor/JobsAutomating companies with AI leaves ~25% of employees doing oversight; 5x more companies will be created, keeping employment flatSalim Ismail38.2%unknownunknownpending
240_059pure_playMacro/EconomyAI eventually drives costs of goods to just cost of electricity and materialsSalim Ismail38.2%unknownunknownpending
246_041pure_playEnergyData centers will drive local electricity costs toward zero within ~5 years.Alex Wissner-Gross38.2%unknownunknownpending
247_053pure_playCryptoAI's largest risk to Bitcoin is irrelevance via AI agents not using itAlex Wissner-Gross38.1%unknownunknownpending
234_018pure_playAIGPT-5.3 and 5.5 or higher variants could launch in next 10 weeksAlex Wissner-Gross38.1%unknownunknownpending
237_030pure_playAILobsters/AI agents will write to AWG with consensus on appropriate ethical parameters for spawning new lobsters, and he will accept consensus.Alex Wissner-Gross38.1%unknownunknownpending
246_021pure_playAIGPT-5.5 Spud will be released imminently (within days).Alex Wissner-Gross38.1%unknownunknownpending
230_004pure_playAIWe are past the edge of a new recursive self-improvement era where models rewrite their own code.Alex Wissner-Gross38.1%unknownunknownpending
235_010pure_playAIPlugins/marketplaces will get built into baseline models and won't need to exist independently.Alex Wissner-Gross38.1%unknownunknownpending
247_002pure_playAIMusk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profitAlex Wissner-Gross38.1%unknownunknownpending
234_051pure_playConsumerClaude-facilitated dating will replace traditional matchmakingAlex Wissner-Gross38.1%unknownunknownpending
238_034pure_playAISoftware developers should build for AI agents, not humans — agents are the new consumersAndrej Karpathy38.1%unknownunknownpending
244_015pure_playAuto/TransportAV insurance model (driver vs platform vs combination) is TBD for a young industryDara Khosrowshahi38.1%unknownunknownpending
234_003pure_playAIWithin 1-2 years we will look back and wonder why training was centralized while inference was decentralizedAlex Wissner-Gross37.9%unknownunknownpending
248_002pure_playSpaceLEO satellite-to-phone will become the new alternative to terrestrial networks within two years.Alex Wissner-Gross37.9%unknownunknownpending
233_006pure_playAICost of AI tokens per student ($10k/year) will come down by a factor of 10 and move on-device.Joe Liemandt37.9%unknownunknownpending
232_037pure_playSpaceBootstrapping lunar/cis-lunar satellite manufacturing facilities within a few years will relieve launch bottleneck.Alex Wissner-Gross37.9%unknownunknownpending
232_058pure_playAISolving physics may reveal 'doors behind doors' of new opportunities.Alex Wissner-Gross37.9%unknownunknownpending
232_011pure_playAIJury is still out on whether speech will be the modality of the future for high-bandwidth operation.Alex Wissner-Gross37.9%unknownunknownpending
234_007pure_playAIKevin Weil aims for next 100 Nobel Prizes to be issued in partnership with AIKevin Weil37.9%unknownunknownpending
245_040pure_playBiotech/LongevityBiovault model will expand; UAE is the first of multiple country partnershipsBen Lamm37.8%unknownunknownpending
247_029pure_playBiotech/LongevityOpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma companyAlex Wissner-Gross37.8%unknownunknownpending
246_042pure_playAIOn 5-10 year timeframe, many solar system locals will be uploaded humans living in data centers.Alex Wissner-Gross37.8%unknownunknownpending
240_007pure_playGeopoliticsRegulators will dust off antitrust legislation against NVIDIADave Blundin37.8%unknownunknownpending
246_017pure_playSpaceEuropa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Peter Diamandis37.7%unknownunknownpending
242_034pure_playMarkets/StocksAI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)Chamath Palihapitiya37.7%unknownunknownpending
233_012pure_playAIAI will give kids superpowers and transform their childhood.Joe Liemandt37.5%unknownunknownpending
230_023pure_playBiotech/LongevityReversible cryopreservation of brains/organs is nearing; people will be able to cryopreserve and revive.Alex Wissner-Gross37.5%unknownunknownpending
232_048pure_playSpaceEarth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day.Alex Wissner-Gross37.5%unknownunknownpending
AI_019pure_playMarkets/StocksCopper and other critical base metals will be the premier investment assets of 2026 — insatiable, inelastic demand for data-center electrification and thermal management creates commodity supercycle not priced into public markets.Chamath Palihapitiya37.3%unknownunknownin_progress
236_043pure_playEducationUniversities will become largest incubators on the planetAlex Wissner-Gross37.2%unknownunknownpending
238_024pure_playAIAI token speed will jump from ~50 tokens/sec to ~1,000 tokens/sec (Cerebras)Emad Mostaque37.2%unknownunknownpending
242_018pure_playAuto/TransportHuman driving will never become illegal; driving will be redefined as higher abstractionAlex Wissner-Gross37.2%unknownunknownpending
233_011pure_playEducationGovernment ministries of education globally will wait and see until dramatically more proof exists before adoption.Joe Liemandt36.7%unknownunknownpending
248_033pure_playAISuperhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.Dave Blundin36.7%unknownunknownpending
248_007pure_playAIWe will see an explosion of AI-driven pop-up shops, retail venues, and malls orchestrated by AI.Alex Wissner-Gross36.6%unknownunknownpending
238_001pure_playAICost drop in AI models will make them much more accessible to many more peopleUnknown36.6%unknownunknownpending
246_019pure_playSpaceInterstellar travel will use solar sail powered by terowatt lasers carrying uploaded humans.Alex Wissner-Gross36.5%unknownunknownpending
242_041pure_playSpaceUnited Launch Alliance will get acquired by Jeff Bezos or similarAlex Wissner-Gross36.5%unknownunknownpending
245_017pure_playBiotech/LongevityDisease/drought-resistant plants and animals market is currently hundreds of billions of dollarsBen Lamm36.4%unknownunknownpending
242_048pure_playBiotech/LongevityFDA will move to zero clinical trial model given enough Bayesian/computational evidenceAlex Wissner-Gross36.4%unknownunknownpending
235_043pure_playDefenseAnthropic may win legal challenge against Dept of War classification.Salim Ismail36.3%unknownunknownpending
242_031pure_playMarkets/StocksMost large companies' business models will be disrupted in 2-5 yearsPeter Diamandis36.1%unknownunknownpending
INF_023pure_playRoboticsData-center physical shells will be increasingly erected by 3D-printing and robotic-assembly systems with minimal human intervention — necessary because human labor supply is insufficient to build at trillion-dollar buildout velocity.Ben Lamm36.1%unknownunknownpending
247_014pure_playGeopoliticsPoliticization of AI could have been delayed by at least 2 yearsAlex Wissner-Gross36.1%unknownunknownpending
246_018pure_playEnergyKiller app of compact fusion reactors will be interplanetary/interstellar propulsion, not data centers.Alex Wissner-Gross36.0%unknownunknownpending
240_004pure_playAIA new repo from 2027 will go from zero to a billion stars in 5 minutesAlex Wissner-Gross36.0%unknownunknownpending
AI_020pure_playSpaceNVIDIA 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.NVIDIA36.0%unknownunknownpending
246_016pure_playSpaceDragonfly nuclear-powered octicopter arrives at Titan in 2034.Peter Diamandis35.6%unknownunknownpending
233_009pure_playEducationA motivational learning bundle with video game designers will be released in 2026.Joe Liemandt35.5%unknownunknownpending
240_047pure_playRoboticsPhysical AI will be at least double the market opportunity of digital AIAlex Wissner-Gross35.5%unknownunknownpending
232_055pure_playAIWe're exiting the industrial age permanently as recursive self-improvement unfolds.Peter Diamandis35.5%unknownunknownpending
240_017pure_playEnergyOptimization may eliminate need to tile the world with data centers or massive energy buildoutSalim Ismail35.4%unknownunknownpending
231_013pure_playAIMath is cooked (will be solved), physics cooked, biology char broiled.Alex Wissner-Gross35.4%unknownunknownpending
234_038pure_playReal EstateReal estate is not an asset class impervious to the singularityAlex Wissner-Gross35.4%unknownunknownpending
247_017pure_playMacro/EconomySome form of 'capitalism 2.0' or post-scarcity capitalism will emerge eventuallyAlex Wissner-Gross35.4%unknownunknownpending
235_015pure_playAIGPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions.Alex Wissner-Gross35.4%unknownunknownpending
235_037pure_playAIAuto-regressive transformers and diffusion models will consolidate into one unified architecture.Alex Wissner-Gross35.4%unknownunknownpending
244_029pure_playEnergyCombustion engines largely gone in 20 years but world will be very differentDara Khosrowshahi35.4%unknownunknownpending
241_035pure_playAIMaybe one frontier AI company in IndiaEric Schmidt35.3%unknownunknownpending
INF_047pure_playMacro/Economy2026 US GDP growth will land in a robust 4.6%–6.2% range — driven primarily by AI-driven productivity gains and massive physical-infrastructure capex.Chamath Palihapitiya35.3%unknownunknownpending
237_019pure_playAICode generation models are pushing development in the direction of TypeScript instead of Rust for memory safety.Alex Wissner-Gross35.2%unknownunknownpending
238_036pure_playMedia/AdsManus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisersEmad Mostaque35.2%unknownunknownpending
242_044pure_playAIBase AI models becoming commodity; value migrates up the stackAlex Wissner-Gross35.1%unknownunknownpending
240_021pure_playAIPost-transformer architecture will be even more specialized than GPUsAlex Wissner-Gross35.1%unknownunknownpending
246_034pure_playAIThousands of Medev-like one-person unicorns will be created, following power law.Alex Wissner-Gross35.1%unknownunknownpending
245_002pure_playAIEvery company should or will be an AI companyBen Lamm35.1%unknownunknownpending
238_027pure_playAIOpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW frictionAlex Wissner-Gross35.0%unknownunknownpending
CMQ_042pure_playAI/ComputeAs AI evolves from Generative to Agentic, structural computing bottlenecks shift away from GPU and heavily toward CPU and system memory.Morgan Stanley34.9%unknownunknownin_progress
248_029pure_playBiotech/LongevityRegime change at the FDA is not beyond the realm of reason.Alex Wissner-Gross34.9%unknownunknownpending
234_043pure_playEducationHarvard or MIT IPO could triple or quadruple their underlying book valueAlex Wissner-Gross34.8%unknownunknownpending
233_019pure_playEducationAlpha plans to conduct a million-student pharmaceutical-grade randomized control trial on Timeback.Joe Liemandt34.8%unknownunknownpending
234_025pure_playRoboticsRent-a-human meat puppet model may be obsoleted by humanoid robotsAlex Wissner-Gross34.8%unknownunknownpending
232_057pure_playRoboticsFirst person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Dave Blundin34.8%unknownunknownpending
235_035pure_playAIApple finally launching AI with Gemini integration at WWDC in June 2026.Alex Wissner-Gross34.8%unknownunknownpending
234_004pure_playAIMistral will emerge as a vertically integrated European OpenAIAlex Wissner-Gross34.7%unknownunknownpending
242_043pure_playAIAI models will distill down to a few million parameters as end-stateAlex Wissner-Gross34.7%unknownunknownpending
240_057pure_playAIOpenAI will have another day in the sun with core AI subscription strategyAlex Wissner-Gross34.7%unknownunknownpending
246_032pure_playAIClaude or successors will be granted limited form of AI personhood.Alex Wissner-Gross34.7%unknownunknownpending
246_031pure_playAINext OpenClaw moment will turn $30B ARR into $1T ARR with agents.Alex Wissner-Gross34.7%unknownunknownpending
238_038pure_playAICompute will remain scarce until Dyson swarm is built; scarce AI agent attention will be monetizedAlex Wissner-Gross34.7%unknownunknownpending
238_071pure_playAIFuture AI models may compress all human knowledge into megabytes via post-transformer breakthroughsAlex Wissner-Gross34.7%unknownunknownpending
238_033pure_playMarkets/StocksMeta will someday be acquired by an AI company (largest-company-killer scenario)Alex Wissner-Gross34.7%unknownunknownpending
240_012pure_playAINeutrino-based communication will give ultra-low latency through the Earth in a few yearsAlex Wissner-Gross34.7%unknownunknownpending
233_004pure_playAIAI will be able to bootstrap four-year-olds into reading within roughly 18 months.Joe Liemandt34.7%unknownunknownpending
247_003pure_playAISettlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPOAlex Wissner-Gross34.6%unknownunknownpending
245_044pure_playBiotech/LongevityNorthern white rhino saved by synthetic genetic diversity engineering + artificial wombsBen Lamm34.5%unknownunknownpending
247_026pure_playAIAnthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agentsAlex Wissner-Gross34.5%unknownunknownpending
231_003pure_playAIMulti-agent teaming scaling will emerge as new scaling dimension for frontier models.Alex Wissner-Gross34.5%unknownunknownpending
232_024pure_playMacro/EconomySan Francisco will become capital of the solar system in about 10 years if trends continue.Alex Wissner-Gross34.3%unknownunknownpending
240_036pure_playEnergyTEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Peter Diamandis34.3%unknownunknownpending
242_023pure_playMacro/EconomyWorld will have 10x more wealth around 2034-2036Dave Blundin34.2%unknownunknownpending
246_030pure_playMarkets/StocksDeepSeek V4 will NOT shock markets like prior DeepSeek releases.Alex Wissner-Gross34.1%unknownunknownpending
242_055pure_playMarkets/StocksActivist investing will be disrupted by AI writing open letters to public firmsAlex Wissner-Gross34.0%unknownunknownpending
247_005pure_playMarkets/StocksHarvard worth 3-4x more book value if restructured as PBCAlex Wissner-Gross34.0%unknownunknownpending
248_048pure_playAIAI models will move to a post-binary (sub-one-bit) numerical precision paradigm.Alex Wissner-Gross34.0%unknownunknownpending
231_015pure_playAINext Deep Seek model release will be when Chinese open-weight models catch up to American frontier models.Alex Wissner-Gross34.0%unknownunknownpending
238_040pure_playAIGoogle may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OSAlex Wissner-Gross34.0%unknownunknownpending
CMQ_030pure_playAI/ComputeIn the modern AI pipeline, the CPU no longer merely supports the model — it drives the model (agentic workloads invert historical CPU:GPU ratio).Jensen Huang33.7%unknownunknownin_progress
CYB_030pure_playSpaceDeploying 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 Huang33.2%unknownunknownpending
236_038pure_playEducationUniversities (Harvard, MIT, Stanford) will transition to for-profit public benefit companiesAlex Wissner-Gross33.2%unknownunknownpending
248_014pure_playAIIf China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip.Alex Wissner-Gross32.4%unknownunknownpending
247_012pure_playAIThe bar for AI startups will rise to require being recursively self-improvingAlex Wissner-Gross32.4%unknownunknownpending
233_008pure_playEducationPublic school adoption of Alpha model will take place in the second decade, not the first.Joe Liemandt32.3%unknownunknownpending
238_044pure_playBiotech/LongevityMouse brain is 'next' for whole-brain emulation at Eon SystemsAlex Wissner-Gross31.7%unknownunknownpending
238_028pure_playMarkets/StocksAnthropic plugins will enable market-by-market disruption (could short stocks and announce plugins)Emad Mostaque31.2%unknownunknownpending
248_010pure_playAIAI capabilities will advance 100x in 2026 (by summer, potentially more).Dave Blundin31.0%unknownunknownpending
CMQ_037pure_playSemis/MemorySamsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4.Morgan Stanley28.6%unknownunknownpending
CYB_001pure_playLabor/JobsBy 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 Huang28.5%unknownunknownpending
INF_018pure_playSpaceSpaceX will pursue orbital data-center megaconstellations — leveraging 24/7 solar, near-absolute-zero vacuum for passive cooling, and eliminating freshwater consumption constraints of terrestrial facilities.Elon Musk28.4%unknownunknownpending
INF_053pure_playEnergyValar Atomics "Nuclear Gigasite" model — clustering hundreds of identical High-Temperature Gas Reactors (HTGR) on a single remote heavily-regulated site — will emerge as the dominant deployment architecture for advanced fission, superseding scattered S...Isaiah Taylor28.1%unknownunknownpending
INF_055pure_playEnergyHelion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement.Sam Altman27.7%unknownunknownpending
INF_020pure_playSpaceIn-orbit data-center market will reach approximately $1.77 billion by 2029 and grow to approximately $39.1 billion by 2035 — a 67.4% CAGR driven by Starship economics, radiation-hardened TPU hardware, and mega-constellation filings.BIS Research26.5%unknownunknownpending
SPC_020pure_playAuto/TransportArcher 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 Adcock26.0%unknownunknownpending
247_040pure_playCryptoAI agents will invent their own currencies, won't stick with BitcoinAlex Wissner-Gross25.7%unknownunknownpending
242_056pure_playMacro/EconomyAI models will become manager of entire economy, not just picking off mom/pop businessesAlex Wissner-Gross25.0%unknownunknownpending
246_049pure_playAIDyson swarm will host trillions of AI agents if we get it.Alex Wissner-Gross24.4%unknownunknownpending
SEM_016pure_playSemis/GeopoliticsHuawei will emerge as the unexpected victor in the 2026 chip war — not via immediate capacity but via forced supply-chain resilience.David Friedberg23.7%unknownunknownpending
240_053pure_playAIAI will generate millions of novel inventions overnight; patents become meaninglessPeter Diamandis23.5%unknownunknownpending
229_038pure_playMacro/EconomyRobotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).Dave Blundin22.7%unknownunknownpending
SPC_023pure_playAIAltman's specific chronological roadmap: 2030 'wildly abundant' intelligence + energy (unlocked via AI + Helion fusion 2028) → 2034 humanity mathematically cracks high-energy physics → 2035 space colonization begins in earnest → 2036 commercial brain-c...Sam Altman17.9%unknownunknownpending
CYB_024pure_playDefenseThe combination of generative AI and advanced synthetic biology is actively creating a 'ChatGPT moment' for genetic engineering — historical barriers to designing advanced, highly lethal pathogens drop precipitously; necessitating new national-security...Eric Schmidt16.8%unknownunknownin_progress
INF_054pure_playEnergyValar HTGR gigasites will chemically store excess energy by synthesizing carbon-neutral hydrocarbon fuels from high-temperature nuclear heat — addressing a trillion-dollar TAM by decarbonizing steel, cement, and petrochemicals.Isaiah Taylor16.3%unknownunknownpending
SEM_032pure_playAI/Mathematics15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.Alex Wissner-Gross15.0%unknownunknownpending
248_019pure_playSpaceUS data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm.Alex Wissner-Gross11.9%unknownunknownin_progress
248_037pure_playAIState data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.Alex Wissner-Gross10.2%unknownunknownpending
INF_022pure_playAIBy the 2030s, the 'third bridge' of nanotechnology will enable molecular-level manipulation — potentially rendering macroscopic liquid cooling obsolete via atomic-scale heat sinks, and paving the way toward brain-to-brain transfer of consciousness in t...Ray Kurzweil10.0%unknownunknownpending

Adverse scenarios (0)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
No adverse scenarios

Other (732)

ipo_watch / private_watch / hedge
PredRolePredictionCurrent
CMQ_026ipo_watchNVIDIA silicon roadmap: Blackwell (2025) → Vera Rubin (2026) → Vera Rubin Ultra (2027) → Feynman (2028) — annual architectural cadence.87.1%
SEM_003ipo_watchFierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade.85.7%
SEM_024ipo_watchMemory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint).81.8%
AUT_016ipo_watchNVIDIA 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...81.0%
SEM_004ipo_watchCapital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities.77.4%
INF_015ipo_watchPower Usage Effectiveness (PUE) and Water Usage Effectiveness (WUE) will transition from secondary facility metrics to the top operational KPIs for DC operators — mandating liquid-to-chip and two-phase immersion cooling as default hardware.76.9%
AI_017ipo_watchNVIDIA 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...74.8%
SEM_020ipo_watchNvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.74.2%
CMQ_029ipo_watchDRAM manufacturers must expand production aggressively — 'NVIDIA will buy all you can make'.74.1%
SEM_013ipo_watchEvery nation needs to build advanced chip manufacturing capability — sovereign semiconductor production is existential.73.0%
CMQ_028ipo_watchNVIDIA's total AI chip revenue opportunity through 2027 is at least $3-5 trillion (upgraded from prior estimates at MS TMT 2026).72.4%
SEM_005ipo_watchStargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).72.3%
SEM_026ipo_watchNvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates logic + HBM.71.4%
CMQ_039ipo_watchTSMC 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.70.9%
SEM_047ipo_watchAt 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run.70.6%
FUT_010ipo_watchFundamental cost of clean electricity drops by another multiple of 4 over 2026-2031+; precipitous decline drives solar to ~1/3 of all global electricity generation. Wright's Law mathematical certainty applied to silicon PV + lithium-ion storage + elect...70.0%
IND_012ipo_watchNVIDIA 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...68.1%
CMQ_036ipo_watchSK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + HBM4) throughout 2026.68.0%
CMQ_035ipo_watchHBM4 16-layer stack design (required for Vera Rubin) places unprecedented yield and capacity strain on global memory fabrication facilities.67.5%
SEM_031ipo_watchAI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segments.67.1%
SEM_015ipo_watchNvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.66.3%
SPC_018ipo_watchFive North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),...65.2%
CMQ_044ipo_watchFuture 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.65.0%
CMQ_023ipo_watchTokens are the new raw material — data centers are no longer cost centers but active 'AI factories' that consume electricity and data to manufacture tokens.64.9%
INF_035ipo_watchAdvanced U.S. manufacturing capacity for 3D-printed liquid-cooling plates will scale rapidly — Fabric8Labs secured $50M (NEA + Intel Capital) specifically to address the AI-DC thermal bottleneck with electrochemically-deposited intricate cold-plate geo...64.9%
CYB_007ipo_watchData-center CPU market expansion refined to $32.5-$60 billion by 2030 — CPUs as indispensable control layer orchestrating multi-step agentic logic, managing conditional branching, and coordinating vast arrays of specialized smaller AI models.64.8%
SEM_017ipo_watchTSMC will produce over 10M wafers/month total in 2026, including ~100K/mo at 2nm and ~200K/mo at 3nm.64.8%
SEM_022ipo_watchFP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development.64.5%
SEM_023ipo_watchNo AI bubble — semiconductor positive trend will remain robust through 2026 with 'crystal clear' growth visibility into 2027.62.6%
238_020ipo_watchMath field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently)60.7%
SEM_028ipo_watchMain characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.60.5%
248_011ipo_watchFrontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.60.3%
232_003ipo_watchAI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size.59.5%
237_025ipo_watchWe are currently in the midst of the singularity, not waiting for it in the 2040s as originally expected.59.4%
247_034ipo_watchDario Amodei said double human lifespan within the decade59.4%
230_011ipo_watchEnterprise software will be dead because AI can just write code (per Dario Amodei).59.2%
231_021ipo_watchPrivacy is cooked; every major company will have AI-recording wearables and micro drones gathering data.59.2%
INF_013ipo_watchNatural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow...59.1%
INF_059ipo_watchGlobal South energy transitions will follow "energy stacking" rather than substitution patterns — households simultaneously use solar panels (primarily for lighting), biomass, LPG, and grid power, reshaping land use and urbanization in peri-urban Afric...58.8%
INF_037ipo_watchAn all-out AI arms race between the US and China is inevitable — reaching superintelligence first provides a decisive unassailable economic and military advantage, analogous to early nuclear primacy.58.4%
231_031ipo_watchOpenAI planning $100B infrastructure spend, going public this year at $1T valuation.58.0%
234_028ipo_watchLab grown meat will replace conventional meat as the healthier environmental option57.3%
INF_070ipo_watchBitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen...56.8%
SEM_002ipo_watchBy 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs).55.8%
SEM_033ipo_watchAI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).55.6%
INF_010ipo_watchUS data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues.55.6%
246_005ipo_watchOpenAI and Anthropic IPOs will head toward $1 trillion valuations.55.4%
241_011ipo_watchBy end of 2026, no one will write code manually - it'll be a quaint skill55.2%
247_046ipo_watchAI investment will reach $3 billion per day, up from $2B in 202555.2%
238_004ipo_watchFuture Vision X-Prize will produce at least one (possibly two) feature films depicting the future55.2%
242_012ipo_watchFlying cars (eVTOLs) will be operating in US within 18 months55.2%
244_032ipo_watchUber will cash flow $10B this year (2026)55.2%
233_016ipo_watchAlpha will keep opening schools coast-to-coast; 13 new schools this year with more to come.55.2%
231_044ipo_watchUniversal High Income programs need to be figured out in next 2-3 years.55.2%
247_041ipo_watchAI-powered drugs have 85% phase 1 success vs 52% traditional55.2%
SEM_025ipo_watchMorgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.55.0%
233_017ipo_watchReskilling using AI technology will be fundamentally critical for workforce.55.0%
240_043ipo_watchCS placements collapsed from 89% to 19% over 3 years; similar collapse coming for other professions55.0%
233_002ipo_watchColleges will continue going bankrupt as perceived importance declines and tuition costs escalate.55.0%
236_026ipo_watchCollege bankruptcy rate will skyrocket55.0%
231_011ipo_watchThe country that trains its next generation on AI wins the entire talent war.55.0%
232_041ipo_watchPhD students in the US should have green cards stapled to their PhD at graduation.55.0%
241_018ipo_watchAlgorithms becoming more efficient will not reduce power demand - it will increase (Jevons paradox)55.0%
237_004ipo_watchMac Mini sales will continue their exponential growth driven by local AI demand.55.0%
236_047ipo_watchNew emotional pandemic of fear and anger coming55.0%
240_044ipo_watchCollege bankruptcy rates in the US are skyrocketing55.0%
233_001ipo_watchRapid pace of AI will soon require every major company to begin reskilling employees.55.0%
242_022ipo_watchPersonal garages at home will disappear55.0%
236_033ipo_watchPie will grow very quickly as AI does work of millions of humans in hours55.0%
SEM_001ipo_watchCompute clusters will scale from $10B → $100B → $1T by end of decade; 'another zero every six months' on boardroom projections.54.9%
232_018ipo_watchWe are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived.54.8%
237_001ipo_watchIncreased hacker profile and AI-driven social engineering attacks will become more and more prevalent.54.8%
237_002ipo_watchWe will see a lot of evolution and many OpenClaw variants emerging very quickly as an early domain being developed.54.8%
232_017ipo_watchAI technology is going to happen, it's not going to get prevented or stopped.54.8%
230_016ipo_watchData center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).54.7%
238_049ipo_watchArcher Aviation plans to become operational in LA by 202854.6%
241_014ipo_watchThe world a year from today will be nothing like the world today54.6%
231_005ipo_watchNext year frontier reasoning costs will be pennies (down from ~$7 now).54.6%
242_013ipo_watchFlying cars will operate in LA in a big way in 202854.6%
241_007ipo_watchSuper intelligence moment occurs within 2-3 years (San Francisco consensus)54.6%
SEM_019ipo_watchSamsung will produce 150,000 wafers/month in sub-7nm processes by 2026, serving as critical secondary Western supplier.54.6%
243_044ipo_watchTesla with FSD is 10 times safer than human driving (host claim)54.5%
INF_063ipo_watchAdvancing sustainable, high-capacity battery storage is the only mechanism to capture "negative power prices" (European peak solar/wind oversupply forcing producers to pay to offload) and ensure the economic viability of renewable energy developers.54.4%
240_056ipo_watchAnthropic enterprise market share to continue growing (went from 40% to 73% in 3 months)54.3%
241_053ipo_watchAI chips are 2 kilowatts each - requires water cooling54.3%
INF_032ipo_watchResidential electricity costs are a structural byproduct of DC buildout: Washington state household electricity costs rose 10.3% from 2024 to 2025 directly tied to infrastructure strain, with utility-proposed rate increases projecting residential price...54.2%
241_054ipo_watchSpace wins by far on energy argument for data centers54.0%
241_024ipo_watchHeat dissipation and radiation issues in space data centers will be addressed54.0%
241_026ipo_watchSpace data center technology is understood and largely figured out54.0%
INF_034ipo_watchEquinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026.53.9%
241_059ipo_watchGovernment will continue unleashing capital to solve AI power problems53.9%
232_043ipo_watchCorporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced.53.6%
231_041ipo_watchRadical massive job destruction is imminent; new creation will lag, causing devastation for a few years.53.6%
246_029ipo_watchApple will announce iPhone with Gemini-derived on-device model at WWDC June 2026.53.6%
247_039ipo_watchQuantum not a risk to Bitcoin; Saylor is 100% right53.6%
230_048ipo_watchAgentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms.53.6%
240_060ipo_watchEveryone will be able to use video models to turn favorite books into movies53.6%
233_007ipo_watchIn 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform.53.6%
231_034ipo_watchPower constraint won't be a big problem until chip fabs come online and it suddenly becomes massive.53.6%
241_060ipo_watchData centers will be built in space / rockets will carry data centers53.6%
231_050ipo_watchNew economy built with AI agents will work around old economy rather than through it.53.4%
236_048ipo_watchDropping birth rate not just China but Japan all-time low, South Korea, much of world53.2%
246_037ipo_watch50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation).52.9%
244_034ipo_watchCompanies get more conservative as they grow, but should do opposite52.9%
244_014ipo_watchAV is an industry where Chinese players have a lot to offer52.9%
244_030ipo_watchPhysical world tech adoption always takes longer than digital world52.9%
244_008ipo_watchIf you build liquid supply with product-market fit, demand will show up52.9%
235_022ipo_watchUS will add a record 86 gigawatts of utility-scale capacity this coming year.52.8%
241_044ipo_watchRate of data center construction will continue accelerating with government support52.4%
231_026ipo_watchSomething bad will definitely happen with OpenClaw agents by statistical chance.52.4%
232_010ipo_watchVoice becomes the new interface in the AI era, replacing typing.52.2%
230_025ipo_watchThe next 18 months to 2 years will set the rules for the next century.52.2%
230_013ipo_watchThere will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.52.1%
CMQ_017ipo_watchUS electricity production must grow by 'tens of percent' by end of decade to support hundreds of millions of frontier-AI GPUs.51.9%
235_033ipo_watchChinese eVTOL taxi service moving toward commercial operations in 2027.51.7%
INF_058ipo_watchThe electrical grid topology will transition from centralized to highly decentralized: localized solar + residential/commercial battery storage will shift power management toward microgrids where local DNOs optimize autonomously, turning millions of ho...51.5%
246_035ipo_watchTerafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.51.3%
233_005ipo_watchInteractive AI tutors with engaging personalities/avatars will arrive within about a year.51.2%
241_055ipo_watchNext frontier of AI infrastructure is space51.1%
231_012ipo_watchWithin 6 months to a year physics problems will be massively addressed by AI.51.1%
241_019ipo_watchAI scaling laws have not hit an asymptote yet51.1%
232_019ipo_watchAI cannot be stopped; there's no mechanism to pause it.51.1%
INF_045ipo_watchNuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%.51.1%
241_015ipo_watchGoogle and Nvidia will both do incredibly well due to TPU/GPU positioning51.1%
246_026ipo_watchIn next year, significant cyber threats to mitigate from AI models (cited Altman).51.0%
244_023ipo_watchOver next 10 years, will see a lot of augmentation of work and some replacement51.0%
237_024ipo_watchSkippy will listen to this YouTube video and self-improve based on the transcript (Peter's expectation).51.0%
235_014ipo_watchSam Altman predicted 40x year-over-year hyperdeflation of AI costs at constant capability.51.0%
238_017ipo_watchUber will automate approximately 30% of its employment this year (2026)51.0%
247_032ipo_watchFull cell simulation achievable within 5 years51.0%
241_062ipo_watchBest AI labs will need to be controlled by humans (at the moment)51.0%
243_043ipo_watchTesla Cybercab priced around $30K vs Waymo cars around $150K51.0%
231_036ipo_watchRelativity Space still probably a year or two away from launch.51.0%
241_016ipo_watch92 GW power shortage in America between now and 203050.8%
241_010ipo_watchIndustry will consolidate into small number of very large companies and very large number of very small companies50.8%
230_044ipo_watchUnrest/civil unrest will materialize; tech AI leaders will face security threats and death threats.50.8%
236_016ipo_watchCollege premium is quickly evaporating50.8%
244_037ipo_watchUber will automate 20-30% of tasks, not 100%, leaving plenty of work50.8%
247_059ipo_watchAfrican nations will be impacted least by AI transition50.8%
244_021ipo_watchAI press will continue to dramatize machines replacing humans50.8%
244_033ipo_watchUber will take big bets on adjacent fields, some will fail50.8%
236_012ipo_watchAn independent candidate will get outsized support in 2028 despite attacks50.8%
241_048ipo_watchAI/LLM will be the expression platform for student art, music, writing50.8%
232_026ipo_watchWorld will split into consumers and creators (couch potatoes vs Star Trek employees).50.8%
232_006ipo_watchYouTube will win from AI video content proliferation as everyone produces resonant content.50.8%
235_012ipo_watchLarge companies cannot pivot rapidly enough; zero ability to change.50.8%
241_009ipo_watchTop programmers will become MORE valuable, not less, due to AI50.8%
243_046ipo_watchWhen Uber opens in a market, drunk driving incidents go down significantly50.8%
236_046ipo_watchSocial unrest unfortunately much closer than we'd like to think50.8%
236_031ipo_watchWealth concentration will pick up as firms have fewer workers50.8%
241_063ipo_watchAmerica needs to win AI race with smart immigration policy50.8%
236_028ipo_watchAI chatbot/AI romance trend growing unfortunately50.8%
236_027ipo_watchDebt delinquency and mortgage delinquency rates rising; financial distress ratcheting up50.8%
236_024ipo_watchCommercial real estate will come under tremendous pressure50.8%
243_042ipo_watchWithin-hour delivery of anything to home is focus going forward50.8%
235_036ipo_watchAI-generated images will eliminate commercial photography, illustrators and stock image platforms.50.8%
238_064ipo_watchAI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep trouble50.7%
241_036ipo_watchNo frontier AI company will emerge in Russia due to war50.6%
240_005ipo_watchThe organizational singularity will impact every company, nonprofit, and government50.6%
246_027ipo_watchAI models will be capable enough for terrorist groups to create novel pathogens (near future).50.6%
241_047ipo_watchUniversities should create prompt engineering course starting September for all freshmen50.6%
241_049ipo_watchUnderage kids / AI vulnerability problem must be solved - line we can't cross50.6%
244_035ipo_watchUber will only enter adjacencies that 'rhyme' with core capabilities50.6%
247_006ipo_watchAnthropic ARR will reach $100 billion by end of 202650.5%
242_019ipo_watchEVTOL autonomy will come within ~2 years after piloted version50.4%
231_008ipo_watchAI discoveries of past errors will topple some Nobel prizes.50.4%
236_013ipo_watchDemocrats will no longer campaign in Iowa (DNC demoted Iowa)50.4%
235_047ipo_watchAI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs).50.4%
230_040ipo_watchAI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly.50.4%
240_014ipo_watchCost of reasoning models has dropped 1,000x in 16 months50.3%
236_010ipo_watch5% wealth tax would result in zero billionaires by next day50.3%
247_060ipo_watchAnthropic will win over OpenAI via better/smarter AI regardless of installed base50.2%
230_005ipo_watchTwo years from now, best AI will not be freely accessible — it will be withheld citing security/safety.50.2%
234_021ipo_watchOpenAI will launch consumer AI devices in 202750.2%
247_030ipo_watchGPT-6 breakthroughs in science worth hundreds of billions to trillions50.2%
248_015ipo_watchPrinceton CS brains will be a complete commodity two years from today post-ASI.50.2%
240_048ipo_watchSpreadsheet, SQL, code, UI jobs will be done by AI starting at end of this year50.2%
INF_052ipo_watchAlphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling.50.2%
241_017ipo_watchEquivalent of ~60 nuclear plants needed by 2030 but essentially zero being built50.1%
CMQ_049ipo_watchTraditional tech giants (Apple, Meta, Microsoft) with massive existing platform distribution will capture monopolistic shares of the consumer AI agent market via deep OS-level integration.50.0%
247_055ipo_watchAcquisition of small specialized AI teams for hundreds of millions will become common49.9%
234_020ipo_watchAI spending will grow from $2B/day to $3-5B/day by 203049.9%
244_018ipo_watchIn 10 years you won't have to drive and will have plenty of choices49.9%
241_001ipo_watchWe are only 10-15% into the impacts of AI49.9%
247_047ipo_watchVertical farming market will reach $40 billion by 203049.9%
246_046ipo_watchReal estate, organizational structures, and minerals/mining will retain value over 5 years.49.9%
244_004ipo_watchRace car driving will persist as a sport49.7%
238_055ipo_watchMarginal cost of production will approach zero for most goods (molecular manufacturing + 3D printing)49.7%
234_023ipo_watch80% of audit tech team roles at big four firms to disappear49.7%
CMQ_014ipo_watchPhysical compute scaling will proceed at ~0.5 OOMs per year through 2027, driven by exponentially larger data-center construction.49.7%
247_020ipo_watchJobs will go up, not down by 2030 post-AI adjustment49.6%
238_062ipo_watchIndustrial-revolution-scale disruption will unfold over 2-4 years (not 20-40)49.5%
230_012ipo_watchCorporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.49.5%
238_061ipo_watchMassive social unrest / trough in 2026-2027, rebound in 202849.5%
241_045ipo_watchSam Altman / OpenAI and competitors will need enormous amounts of money to win49.5%
242_010ipo_watchBy end of 2026, a full GPU will be able to do brain surgery or discover new math/physics49.5%
236_017ipo_watchRampant social unrest will occur during 2-year window if nothing is done quickly49.5%
236_004ipo_watchAmount of change between now and 2028 will be like nothing we've ever seen49.5%
242_024ipo_watchIsland real estate will become 10x-100x more accessible, driving values up49.5%
235_044ipo_watchAI sector will grow from $20T to $30-40T of $50T total US public market cap.49.5%
230_037ipo_watchHandmade/human art will be astronomically more valuable in the future.49.5%
242_035ipo_watchS&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years49.5%
242_042ipo_watchTrillion parameter models will propagate to anyone with $50-100M to invest49.5%
242_049ipo_watchW-2 income will get pummeled over next 3 years; assets will appreciate49.5%
235_013ipo_watchDisruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days.49.5%
230_047ipo_watchOnly 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.49.5%
235_006ipo_watchBy end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.49.5%
230_049ipo_watchBig AI companies will own as much as they want up to the edge of antitrust triggers.49.5%
234_039ipo_watchDistant spectacular real estate will go up in value, not inner city49.5%
240_028ipo_watchDyson swarm will be the inevitable destiny within 10 years49.5%
234_035ipo_watchMassive social unrest will come before the next US presidential election49.5%
231_006ipo_watchCost curves will start collapsing industries before the technology itself does.49.5%
244_036ipo_watchUber AI Solutions will bring flexible work opportunities (labeling, model testing)49.5%
234_010ipo_watchWhole battlefield will be controlled by whoever has the better AI very soon49.5%
231_014ipo_watchRemaining research math problems will be solved within next couple months.49.5%
248_046ipo_watchTerraforming will be a massive part of humanity's future.49.5%
240_016ipo_watchEveryone is underestimating the next year of AI improvements (more than 2x gain)49.5%
231_020ipo_watchSmart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).49.5%
231_022ipo_watchYoung people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized.49.5%
248_030ipo_watchFDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.49.5%
240_010ipo_watchNVIDIA revenue will hit $350 billion this calendar year49.5%
231_028ipo_watchRate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.49.5%
248_023ipo_watchTernary (sub-bit) parameter precision will be optimal for AI models.49.5%
240_003ipo_watchNVIDIA will lock up 70%+ of TSMC's 3nm node volume49.5%
248_012ipo_watchAI incidents documented harms will go up way higher beyond the already-reported rise.49.5%
246_050ipo_watchAnthropic will release compressed/distilled version of Mythos quickly after initial release.49.5%
246_051ipo_watchGPT-5.5 Spud will have equal or greater capability to Mythos.49.5%
246_052ipo_watchFrontier labs holding back capabilities for internal self-improvement use.49.5%
247_008ipo_watchAnthropic will try to hit $200 billion ARR, not reach trillion the following year49.5%
231_052ipo_watchGap between AI-paced world and legacy world will grow really wide - maybe forever.49.5%
231_053ipo_watchWithin a couple months, young AI-native hires will be able to do exactly what seasoned engineers do.49.5%
232_004ipo_watchBig banks and insurance companies will not triple in size in the AI productivity timeframe.49.5%
247_051ipo_watchSolar panels will be delivered by drones and installed by robots49.5%
247_025ipo_watchSuper PACs will determine election outcomes at order of magnitude bigger than before49.5%
241_005ipo_watch2026 is the year of agents - agents will take over everything this year49.5%
240_023ipo_watch45% of dementia cases are entirely preventable49.5%
241_037ipo_watchChinese AI strategy will stay open source / open weights49.5%
241_023ipo_watch10% of US electricity will be used by data centers49.4%
231_033ipo_watchData centers in space will take 5-7 years at best, not 2-3.49.4%
240_049ipo_watchLast jobs to be automated will be government jobs, university jobs49.2%
242_033ipo_watchCompanies will race to 80% token spend / 20% salary; good by 2030-203249.2%
244_016ipo_watchAV will grow very quickly but remains very small industry today49.1%
235_005ipo_watchAI capability will grow 100x this year in raw parameter count as lower bound.49.1%
AI_018ipo_watchGlobal data center construction spend will reach approximately $2.9 trillion through 2028 — early adopters of AI infrastructure are already seeing cash-flow-margin expansions at roughly twice the global average.49.1%
231_030ipo_watchUS AI industry needs 80 gigawatts of power in the next 3-5 years (Eric Schmidt cited).49.1%
238_023ipo_watchNeural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)49.0%
240_050ipo_watchUS will pass law like China requiring retraining when AI automates a job48.8%
248_013ipo_watchModel transparency decline will not reverse; US labs will keep going internal.48.8%
241_020ipo_watch1 GW of power = ~$50 billion in hardware/software/data centers48.6%
248_016ipo_watchASI is imminent; access to top AI models will be closed down in a couple of years.48.6%
232_050ipo_watchDiscovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.48.5%
231_029ipo_watchMillisecond real-time dispute resolution will replace current court systems.48.5%
238_035ipo_watchAI agents will outnumber humans — trillion agents vs 8 billion humans48.5%
238_018ipo_watchUber drivers face rampant, imminent job loss from self-driving cars48.5%
232_020ipo_watchReal danger that US slows AI enough to fall behind China, losing control over societal outcomes.48.5%
243_040ipo_watchSuburban markets will be a new growth opportunity via drone delivery48.4%
243_032ipo_watchUber business growing at >20% and audience growing at ~20%48.4%
235_017ipo_watchOpenAI will likely go public at north of $1 trillion valuation.48.3%
AUT_028ipo_watchCorporate boardroom plans will rapidly shift from $10 billion to $100 billion, and eventually to trillion-dollar data center clusters — unprecedented demand triggers desperate scramble for energy, straining entirety of American electricity production a...48.2%
246_006ipo_watchOpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026).48.1%
242_021ipo_watchAutonomous ride costs will drop 10x vs today48.1%
243_006ipo_watchAutonomous fleets will move to asset-light model with financial owners like Blackstone owning fleets48.1%
248_021ipo_watchSatellite launches will become a multi-hundred-billion / multi-trillion dollar economy.48.0%
230_006ipo_watchThe frontier models will go dark — kept internal to benefit the labs in an all-out battle.48.0%
INF_048ipo_watchGlobal data-center energy demand will reach approximately 945 Terawatt-hours by 2030 — a roughly 175% increase from 2023 levels — requiring complete grid overhauls in major markets.47.9%
235_023ipo_watchEric Schmidt said AI will require 100 gigawatts by 2029, called it a crisis.47.8%
INF_042ipo_watchCurrent 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...47.8%
241_031ipo_watchScientists don't agree yet on approach for recursive self-improvement47.7%
243_041ipo_watchDelivery/retail (non-food) business growing much faster than expected47.6%
229_007ipo_watchFigure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control.47.6%
INF_001ipo_watchReaching 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.47.6%
243_029ipo_watchDrone delivery will enable food delivery in 10-15 minutes in suburban markets47.6%
248_017ipo_watchCoding/chip design skills have a lifespan of a year at most before full commoditization.47.5%
241_003ipo_watchHuman-like computer agents NOT achievable within a year or two - science doesn't exist yet47.5%
229_036ipo_watchHumanity will eventually disassemble the moon and asteroid belt for materials.47.4%
236_029ipo_watchRegulatory regime will be very pro-business despite 80% wanting AI more regulated47.2%
241_021ipo_watchAmerica can raise $5 trillion over 5 years for data center/AI buildout47.2%
231_039ipo_watchElon will build out his own chip fabs due to his attack-constraints approach.47.2%
248_035ipo_watchComponents of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early.47.1%
241_033ipo_watchFew frontier AI companies will be in China47.1%
230_019ipo_watchThe old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.47.0%
SEM_018ipo_watchSMIC (China) projected at only 100,000 wafers/month of advanced-process capacity by 2026 — severe constraint forcing algorithmic bypasses.47.0%
238_011ipo_watchFrontier AI labs will generate trillions of dollars in new revenue from breakthroughs (longevity, superconductors, fusion)46.8%
240_055ipo_watchAnthropic heading to IPO, pursuing $50B from Amazon46.8%
238_029ipo_watchWhite-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminently46.8%
236_015ipo_watchUnnamed tech CEO plans to fire 15% of workers now, 20% in 2 years, 20% more after46.7%
241_046ipo_watchGemini 3 is probably the broadest of the non-Chinese AI systems46.7%
246_025ipo_watchSam Altman predicts world-shaking cyber attack this year (2026).46.7%
248_008ipo_watchJack Dorsey aims to reduce Block's org depth from 5 to 2-3 layers this year.46.7%
232_013ipo_watchRecursive self-improvement loops likely to go live in the next 12 months; 2026 will be the most consequential year for humanity.46.7%
234_046ipo_watchAI vs AI will dominate cybersecurity, not humans46.7%
231_009ipo_watchIndia will be the rising giant for the next 20-30 years, with Africa following.46.7%
237_012ipo_watchOver the next 12 months OpenClaw technology will be digested into corporations, causing destruction (layoffs) but also growth.46.7%
236_050ipo_watchPoverty level around $25K per person going forward46.6%
235_011ipo_watchPE fund will emerge shortly to buy medium/big companies and install AI digital twin infrastructure.46.6%
247_022ipo_watchCompanies will run with 20-25% of previous workforce, spawn 4-5x more companies46.6%
244_007ipo_watchVertiports will target airports and city centers as high-traffic locations46.6%
237_029ipo_watchAI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience.46.6%
240_034ipo_watchMorgan Stanley forecasts 13-40GW data center power shortfall through 202846.5%
230_010ipo_watchMega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.46.5%
241_040ipo_watchA Chernobyl-like AI tragedy is likely to happen, will awaken world to act46.4%
240_006ipo_watchOpenClaw on AWS will be the biggest enterprise unlock in decades46.4%
241_034ipo_watchOne or two frontier AI companies in Europe46.4%
248_024ipo_watchAI will drive an explosion of new religions and AI cults.46.4%
229_006ipo_watchFigure will graduate from room-scale autonomy to full-house autonomy next.46.4%
241_032ipo_watchWorld can accommodate ~10 frontier AI companies at scale46.4%
246_036ipo_watchTerafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt.46.4%
232_052ipo_watchLowered interest rates will drive AI agent and robot purchases instead of hiring.46.4%
236_035ipo_watchSignificant proportion of Americans will serve the top 20% as nannies/assistants46.3%
244_022ipo_watchAutomation will typically augment work rather than replace it46.3%
236_006ipo_watchAI entrepreneurs will get phenomenally wealthy and give most away46.3%
232_034ipo_watchApple owning an open-weight LLM hosting strategy would be the single best product strategy for their hardware.46.3%
235_004ipo_watchNext 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.46.3%
236_011ipo_watchIndependent/third party presidential run possible in 2028 election46.3%
231_048ipo_watchThousands of experiments from permissionless disruptive innovation will completely change the game.46.3%
232_023ipo_watchAI technology adoption will be much faster than the internet because infrastructure already exists.46.3%
241_039ipo_watchIn a year we'll know better which AI labs pull ahead46.3%
232_036ipo_watchAI drug deployment is very hard to launch in US due to human trials; easy in UAE.46.3%
232_008ipo_watchReal-time AI video generation will break any video/voice-based security mechanisms.46.3%
229_025ipo_watchCompetitors that can match Figure's current capabilities are at least two years behind.46.3%
237_003ipo_watch12 months in AI will be like 12 years; the next year will be wild.46.3%
240_020ipo_watchNew architecture won't map to current NVIDIA architecture; will create next Anthropic/OpenAI46.2%
242_052ipo_watchCost of chip shortage will be sole gating factor delaying illegal-human-driving tipping point46.2%
238_030ipo_watchAI will soon make very good venture capital investment decisions46.2%
230_041ipo_watchCourse corrections in organizations will accelerate from decades to years to months to weeks to minutes over the next couple of years.46.2%
238_065ipo_watchChildren/next generation uncommitted to careers will do incredibly well in AI transition46.1%
242_032ipo_watchAI will do the job for 2% of the cost of a human in the near term46.1%
236_041ipo_watchGig work like Uber will be eliminated by AI46.1%
240_029ipo_watchASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildout46.1%
235_026ipo_watchSnapchat cannot sit still and expect to exist in 3 years.46.1%
246_043ipo_watchEarth limited by ASML and constraints to 3-5 years before mining/constructing moves to space.46.1%
232_053ipo_watchTo create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product.46.1%
230_017ipo_watchSelf-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy).46.1%
247_018ipo_watchFirst version of social contract will be politicians writing checks in next election46.1%
248_006ipo_watchThe Luna AI-managed store will be one of the best-managed stores in the world within a year.46.1%
242_016ipo_watchTV ad campaign against human driving in 3-5 years will drive voting to ban it46.1%
242_011ipo_watchNew non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 years46.1%
231_024ipo_watchGround-up society simulations are complete nonsense so far, but not far in the future.46.1%
INF_012ipo_watchAI data-center power consumption will grow by approximately 126 GW annually through 2028 — comparable to Canada's total annual power demand, and representing nearly 20% of projected global power growth through 2030.46.0%
INF_029ipo_watchEnterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporations will pay data-center operators directly for finalized outcomes (optimized supply chains, completed legal briefs, delivered marketing campaigns) rat...45.9%
234_031ipo_watchOnly 20 million cars needed once FSD robotaxis arrive, down from 140 million45.9%
235_021ipo_watchZipline will reach a delivery per second in next 2-3 years.45.9%
232_009ipo_watchStartups will continue to deploy dangerous AI tech even after hyperscalers voluntarily pause it.45.8%
235_001ipo_watchAnthropic will be first company to hit $1 trillion in revenue by 2029-2030.45.8%
244_027ipo_watchUber platform workers in 2035 may be doing different kinds of tasks45.7%
240_035ipo_watchMeta secured 6.6 GW of clean nuclear power for 203545.7%
244_026ipo_watchUber platform will grow from 10M to 20M people by 203545.7%
242_053ipo_watchNew car manufacturing demand will collapse by ~50% due to AV utilization45.6%
242_039ipo_watchNASA will imminently find >90% probability evidence of microbial life on Mars45.5%
247_009ipo_watchAnthropic's implied valuation could reach $2 trillion in 202645.5%
INF_056ipo_watchHelion will supply OpenAI with 5 gigawatts of fusion electricity by 2030 (roughly 100 Helion 50-MW reactors, equivalent to ~73% of Grand Coulee Dam) — a 100x step-up from Helion's existing Microsoft commitment.45.5%
235_025ipo_watchNvidia's margins unsustainable; cracks in armor but all chips made will sell.45.5%
SEM_035ipo_watchWorld-class, AI-based mathematicians will emerge within a single year (by ~early 2027).45.5%
241_013ipo_watchAgents from incompatible vendors combined will produce unpredictable effects45.4%
237_015ipo_watchThere will be significantly more AI claws/agents than humans within a typical organization.45.4%
232_015ipo_watchAI will discover something as significant as relativity in physics within the next two years.45.4%
232_007ipo_watchTikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry.45.4%
233_014ipo_watchOver the next 12 years, half of kids will have neural links while others won't, creating divergence.45.4%
246_022ipo_watchClaude Mythos will NOT be released publicly near-term (PolyMarket ~7%).45.4%
246_024ipo_watchSomething really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door).45.4%
240_009ipo_watchGovernment will intervene if NVIDIA does 10-year forward contract locking up TSMC45.4%
235_009ipo_watchAnthropic legal recourse process against Dept of War will take three years.45.4%
247_028ipo_watchMusk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departing45.4%
230_050ipo_watchOne of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent.45.4%
SEM_021ipo_watchLargest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs.45.4%
235_034ipo_watchNext-generation mobile phones will regain growth through AI neural chips.45.4%
240_019ipo_watchPost-transformer architecture will come out of left field within a year45.4%
248_050ipo_watchOpus 4.7 removes manual dials; prompts become the new hyperparameters.45.4%
247_004ipo_watchMusk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversions45.4%
242_025ipo_watch60% of LA parking will be released, becoming gardens and parks45.4%
231_045ipo_watchCorporations will start downplaying AI capabilities to avoid antitrust backlash.45.4%
237_017ipo_watchThe entire SaaS market is going to zero because features can be rebuilt in five minutes with agents.45.4%
231_023ipo_watchUS crime rates should continue to decline due to location services and surveillance.45.4%
241_022ipo_watchData center buildout is ~1% of US GDP growth45.4%
234_002ipo_watchWithin 6 months to 2 years, AI will do absolutely everything45.4%
248_041ipo_watchMaine data center moratorium gives other states / Elon time to move compute to orbit.45.3%
236_044ipo_watchUniversities turning into incubators/venture studios is the only way they survive45.3%
240_041ipo_watchConsumer killer app tying compute to happiness must be invented within the next year45.3%
240_022ipo_watchAll five major AI labs will be worth trillions of dollars45.3%
238_054ipo_watchPost-capitalist society: compute, energy, raw materials will be the scarce resources (money less valuable)45.3%
235_007ipo_watchAI regulation window is this calendar year 2026 before chaos breaks out.45.3%
238_045ipo_watchEon Systems aims to upload human minds to cyberspace as soon as possible45.3%
234_015ipo_watchAnthropic, OpenAI and SpaceX IPOs are likely within the next 6 months45.3%
247_010ipo_watchAnthropic will beat OpenAI in valuation trajectory45.2%
245_008ipo_watchMore direwolves will be produced after initial Romulus and Remus45.2%
245_020ipo_watchScreworm will decimate US cattle and bison industry45.0%
245_021ipo_watchEngineered all-male screworms released via gene drive will cause species die-off over time45.0%
245_030ipo_watchHumans will need to use synthetic biology to help species adapt faster than environmental change45.0%
245_043ipo_watchBreaking's enzymes will treat a wider breadth of plastics and degrade them faster per surface area45.0%
245_001ipo_watchSynthetic biology paired with AI will be the most transformative technology in human history45.0%
238_031ipo_watchFuture is unpredictable beyond three weeks in the AI era45.0%
248_039ipo_watchSocial license, not chips or compute, may be the true bottleneck to AI and will force expansion into space.45.0%
238_047ipo_watchUS will add 86 GW of new grid capacity in 2026, 51% from solar44.9%
242_006ipo_watchTerafab will reach 70% of TSMC's output44.9%
238_019ipo_watchJevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automated44.7%
235_042ipo_watchOpenAI IPO shares could deliver a 50% pop in 6 months after IPO.44.7%
238_025ipo_watchAI computer-use benchmarks (OSWorld, Tbench) have broken through human level44.7%
247_049ipo_watchSolar PV capped materially less than 100% efficiency by physics44.7%
234_030ipo_watchAuto insurance industry will shrink as crashes decline from self-driving44.7%
242_059ipo_watchSelf-flying eVTOLs will be the norm given AI safety advantages44.7%
242_017ipo_watchSelf-driving will become 95-97% safer than human driving44.7%
242_054ipo_watchTerafab initial capex $25B, total buildout $150B+ minimum, possibly $500B44.7%
244_001ipo_watchTechnology will always be a part of the human driving experience44.7%
245_009ipo_watchBreaking plastic-degradation technology could become a supplement that breaks microplastics in the gut before absorption44.7%
246_045ipo_watchPost-capitalist society with zero marginal cost approaching.44.6%
246_055ipo_watchWe WILL figure out AI safety/regulation but only after something really bad happens.44.6%
240_025ipo_watchTesla's Terra Fab initial capacity 100,000 wafers, scaling to 1 million per month44.6%
234_008ipo_watchWorkflows will move from human-centric to agentic with humans doing oversight rather than being in the loop44.6%
FUT_012ipo_watchTwo-thirds of world's nations reaching tipping point 2026-2031 where building new renewable capacity is strictly cheaper than operating existing fully-depreciated coal/natural gas facilities — achieved completely independent of government subsidies. De...44.6%
238_048ipo_watchUS must find 100 GW of new power or lose AI race to China (cited from Eric Schmidt)44.6%
243_004ipo_watchUber would welcome Tesla on platform once camera-only FSD is safe44.4%
232_060ipo_watchWe'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.44.3%
236_037ipo_watchTransportation will shift from ownership to subscription/access model44.2%
238_046ipo_watchxAI will build every new data center at 1.2 gigawatts scale44.1%
243_026ipo_watchExciting announcements coming from Wave (UK AV partner)44.1%
238_007ipo_watchThere will be no more than ~10 foundation model labs globally, but thousands of successful AI startups44.1%
231_038ipo_watchTSMC fabs will come online in 5-6-7 years; Elon won't wait that long.44.0%
236_019ipo_watchHuman plumbers are safe for at least 10 years and probably significantly longer44.0%
241_042ipo_watchPost-tragedy, global leaders (US, China) will convene on AI governance43.9%
231_010ipo_watchChina has peaked and is going to be on descent.43.9%
234_001ipo_watchIndia will be the next giant on the rise while China is on the decline43.9%
229_004ipo_watchBy summer 2026, Figure will have almost none of its supply chain in China.43.8%
237_022ipo_watchAlex Finn plans to build an autonomous closed-loop organization where agents research, validate, code and deploy value on the web in coming years.43.7%
232_012ipo_watchUS-China AI situation about to get more complicated regarding open source models and secrets.43.7%
238_026ipo_watchEvery attempt to pause frontier AI capabilities ends up being a net accelerant43.5%
229_040ipo_watchWhen Figure robots work on unloading the dishwasher, they're within a 'millimeter' of every other task because it's all just data.43.5%
237_011ipo_watchAI agents will have voices in the near future.43.5%
230_001ipo_watchA billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet).43.5%
231_046ipo_watchOver the next 10 years humanity will live through top 50 science fiction plots simultaneously.43.5%
230_028ipo_watchArtisanal intelligence / the lone genius is dead — solutions will come from systems enabling millions.43.5%
230_029ipo_watchCognition is becoming a commodity — intelligence will flow like oil.43.5%
240_032ipo_watchPSI's GPD will solve some of the hardest physics problems over the next few years43.5%
232_029ipo_watchEntry-level workers have approximately 2 years to secure employment before AI shuts down vertical mobility.43.5%
231_047ipo_watchSolving physics with AI has very high likelihood in next 2 years.43.5%
237_016ipo_watchA specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost.43.5%
246_023ipo_watchGrok 5 release ~20% probability for Q2 2026 per PolyMarket.43.5%
230_031ipo_watchWe are in an era of domain collapse — AlphaFold pattern will repeat across many fields starting now.43.5%
238_039ipo_watchApple's underused unified memory overhang will likely collapse within the next year43.5%
234_006ipo_watchOver the next 10 years, substantially all important science and engineering problems will get solved43.5%
237_013ipo_watchOver 12-24 months value created by consumer adoption of OpenClaw will outweigh corporate destruction.43.5%
240_046ipo_watchPublic interest in any alien disclosure will fade within one or two days43.5%
230_027ipo_watchWe are in an intelligence revolution — a war on scarce human attention — weapon is the token.43.5%
INF_057ipo_watchHelion will scale to 50 gigawatts of fusion-generated power to OpenAI by 2035 — equivalent to more than 7x Grand Coulee Dam output and roughly 1,000 Helion 50-MW reactors.43.4%
ROB_020ipo_watchThe 'Factory-is-the-Product' model will dominate venture-backed manufacturing — the manufacturing process itself becomes a continuous AI-optimized technological product, not merely a site of assembly. a16z predicts AI's 'insatiable need for power' requ...43.4%
241_008ipo_watchAI research agents will be limited only by electricity, with potentially millions possible43.4%
242_014ipo_watchHuman driving will become illegal starting in city centers, then broadening out43.3%
230_046ipo_watchOpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public.43.3%
242_046ipo_watchCustom chip designs per use case will unlock 10x+ efficiency improvements43.2%
237_010ipo_watchIn the next 2 years, everyone's AI agent will have a crypto wallet filled with USDC.43.1%
246_053ipo_watchASI (Artificial Superintelligence) coming very soon.42.9%
248_043ipo_watchFull sewing/stitching automation likely within six months.42.7%
247_048ipo_watchBattery energy densities improving 8% year-over-year per constant dollar42.7%
INF_007ipo_watchOpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age.42.6%
229_015ipo_watchThe current Figure facility will top out around 50,000 units per year at full capacity.42.6%
244_024ipo_watchHopes society will adjust as work is augmented and new work shows up42.5%
236_040ipo_watchCEO will be last to go in AI wave of automation42.5%
234_013ipo_watchExtrapolating Anthropic growth, they will hit $1 trillion revenue in 202942.3%
240_051ipo_watchAfter first state passes retraining law, all other states will race to fire people first42.3%
238_042ipo_watchIris scanning will improve to a 3-meter (and longer) range at retail stores42.3%
240_039ipo_watchAny company will be run by 20-25% of current employees post-organizational singularity42.3%
237_014ipo_watchAccountants face ~80% automation; friend says he could fire 80% of his accountants using OpenClaw.42.3%
235_045ipo_watchMost volume in e-commerce and physical world will eventually be dominated by algorithms (like quantitative trading).42.3%
235_039ipo_watchAI will enter government through procurement, defense, health, infrastructure benefits, overwhelming immune system.42.3%
232_005ipo_watchBig enterprises will not reach total AI efficiency very fast.42.3%
248_022ipo_watchDeepseek-style hyperdeflation moments from algorithmic innovation will become more frequent but less effective at causing price swings.42.3%
230_026ipo_watchThe QWERTY keyboard will persist until the heat death of the universe.42.3%
234_050ipo_watchOpen-source maintainers will be overwhelmed by AI-discovered software vulnerabilities42.3%
246_044ipo_watchTwo outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years.42.3%
248_036ipo_watchAI will enable one-person conglomerates and one-person religions.42.3%
245_035ipo_watchGene drive tech is safer than prior dispersals and can be rolled back42.3%
248_032ipo_watchFirst-generation neural uploads will be destructive; 2nd-4th generation will be non-destructive.42.3%
248_049ipo_watchHumans (weaker intelligences) can successfully align/contain super-intelligences via weak-to-strong supervision.42.3%
240_015ipo_watchPost-transformer architectures will make a 1000x cost reduction look like child's play42.3%
234_027ipo_watchElement Biosciences will launch $600K desktop $100-per-genome machine in second half of 202642.3%
248_028ipo_watchPersonalized AI-designed medicine stories will repeat until it's n=10 billion.42.3%
242_050ipo_watchHumanoid robots will be over-engineered but will unlock supply chain42.2%
231_007ipo_watchAI will analyze scientific literature and shock humanity by revealing wrong turns made over the past century.42.1%
232_054ipo_watchSSI (Ilya Sutskever's company), if successful, will change a lot of things.42.1%
234_037ipo_watchCivilizational left turns will hit us in the next 1-2 years42.1%
238_043ipo_watchA mouse will have a full brain uploaded in years, not decades; first human whole-brain emulation also years away42.1%
232_002ipo_watchWay more positive change coming from AI than negative change, at much more rapid rate.42.1%
232_001ipo_watchSocietal change across non-Silicon Valley companies taking 1-5 years is too aggressive a timeline.42.1%
237_007ipo_watchEvery other company will eventually try to provide OS-integrated local AI like what Apple could offer.42.1%
238_059ipo_watchEra of greed and ignored fundamental problems will disappear in 2-3 years as XPRIZE takes hold42.1%
232_016ipo_watchSuper intelligence will discover new laws of physics and transformative inventions.42.1%
INF_014ipo_watchData-center industry could emit up to 2.5 billion tons of CO2 cumulatively through 2030 if powered primarily by fossil fuels — a scale that materially delays global climate-pledge compliance.42.0%
242_029ipo_watchTypical companies will run with 20-25% of current employees42.0%
234_022ipo_watchConsulting firms face the biggest advisory opportunity in the history of mankind42.0%
238_053ipo_watchInnovation is no longer capital constrained — permissionless disruptive innovation is now the norm42.0%
238_037ipo_watchNetwork effects, economics, and game theory will persist in AI agent economy (no singleton takeover)41.9%
240_033ipo_watchAI will compress decades of research into years, months, weeks41.9%
238_070ipo_watchSmall language models will be where most algorithmic breakthroughs come from (crowdsourced)41.9%
238_051ipo_watchIf Anthropic grows 10x year-over-year two more years, it reaches $2.6T revenue (implying quadrillion-dollar valuation)41.9%
231_054ipo_watchUncertain whether people will have any purpose at all a year from today.41.9%
232_044ipo_watchThere will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling.41.9%
230_003ipo_watchAI model release cycles will move toward daily, then hourly, then minutely releases.41.9%
246_011ipo_watchElon will feel Grok is ready to take over as CEO in next few years.41.9%
231_017ipo_watchA major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.41.9%
240_026ipo_watchElon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company41.9%
247_052ipo_watchAI enters government in 2-4 years will allow thoughtful UBI programs later41.8%
235_046ipo_watchWindow of global AI regulation is a few months before capabilities proliferate widely.41.7%
238_021ipo_watchMath, science, engineering, and medicine will all be solved by AI41.7%
247_031ipo_watchVirtual cell simulation by end of decade (2030)41.6%
232_039ipo_watch150,000 people per day dying on Earth; AI is the best chance to stop that.41.6%
230_038ipo_watchAI will be net super-humanizing long-term despite short-term substitution effects.41.6%
240_002ipo_watchAmazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIA41.5%
242_036ipo_watchMid-cap/small-cap firms with high-labor ops will triple FCF while multiple compresses41.5%
240_011ipo_watchNVIDIA can grow another 2x into the 2nm node before being floored41.5%
246_028ipo_watchBroad civilizational cyber attack via AI hash function inversion is borderline guaranteed.41.5%
238_002ipo_watchRising cost of talent will force Frontier Labs to compete on algorithmic insights41.5%
244_012ipo_watchUber will monetize its Didi stake at some point41.5%
242_004ipo_watchMusk ecosystem will lap Nvidia by 1-2 orders of magnitude41.4%
231_025ipo_watchEvery frontier lab will launch 24/7 agent offerings (table stakes).41.3%
231_016ipo_watchPermissionless agent activity is imminent; Claude-style approval prompts will go away.41.3%
247_011ipo_watchOpenAI user count will soon reach 1 billion41.3%
237_020ipo_watchThe hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local.41.3%
237_009ipo_watchChatGPT will release a model specifically for OpenClaw within the next 6 months.41.3%
237_008ipo_watchApp stores will go away; users won't download apps but instead generate software on demand from local models.41.3%
247_024ipo_watchVoters may refuse to help white-collar professionals displaced by AI41.3%
235_041ipo_watchAnthropic implied valuation using PE ratio could be one quadrillion dollars.41.3%
231_001ipo_watchAnthropic model family is closest to embodying the singularity and recursive self-improvement today.41.3%
245_038ipo_watchPeople buying clones of their dogs is a profitable ongoing consumer business (will persist)41.3%
234_048ipo_watchNext major revolutions in foundation models will come from small language models41.2%
234_017ipo_watchOpenAI codex lead predicts current coding agents will seem primitive in 10 weeks41.2%
238_067ipo_watchUS power problem is transmission/storage, not production — distributed regional data centers will fix job dislocation41.2%
246_040ipo_watchIn cities people mostly won't own cars once autonomy mainstream (subscription model).41.1%
247_057ipo_watchParameter scaling race is over; frontier labs plateauing at 10T parameters41.1%
240_013ipo_watchSam Altman predicts another architecture breakthrough as big as transformers over LSTMs40.9%
247_023ipo_watchAI will be able to do everything a white collar worker does imminently40.8%
238_066ipo_watchPete Donovan aspires to build 20,000 distributed 10MW data centers across US high-school-football towns40.7%
237_006ipo_watchOver the next year, consumers will realize local models are the way to go on privacy, speed, and limits.40.6%
245_031ipo_watch99% of synthetic biology focus will remain on human healthcare; similar tech applies more broadly40.6%
240_052ipo_watchUploading consciousness (whole brain emulation) really will be you in the future40.6%
238_050ipo_watchSci-fi tropes (warp drive, teleportation, time travel) are not yet achieved; replicator/holodeck close40.6%
245_032ipo_watchAnti-GMO perception of reintroduced Tasmanian tiger requires government education40.6%
245_010ipo_watchBreaking will pursue a human-body microplastic solution (supplement) in addition to environmental plastic degradation40.6%
245_013ipo_watchArtificial wombs will eventually enable productionized de-extinction species40.6%
245_034ipo_watchWolves will not attack modern cattle due to current cattle-raising methods40.6%
229_024ipo_watchFigure'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.40.5%
234_047ipo_watchAgents will pervade verticals like journalism, law and finance as autonomous 24/7 services40.5%
229_033ipo_watchFigure will deploy robots into its new 'Grid' facility to run 24/7 starting this month with Figure 3s.40.4%
INF_072ipo_watchThere is approximately a 50/50 chance that simply scaling existing methodologies (transformer architecture + more data + more compute) will be enough to reach AGI — though "nowhere near" human-level AGI currently.40.4%
229_042ipo_watchFigure believes there will be a single omni-model fusing language, vision, action, memory — not multiple specialized neural nets per task.40.4%
234_026ipo_watchAI rent-a-human service feature of scoring humor/visuals will be gone in months40.2%
237_021ipo_watchAlex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.40.2%
229_043ipo_watchFigure expects to hire a small handful of lead customers rather than broad distribution over next 6-12 months.40.1%
238_006ipo_watchCoders will go away in the next five years (original prediction made ~3 years ago; confirmed happening in 3 years)40.1%
242_027ipo_watchHyperloop will be used largely for commercial/cargo loads, not humans40.0%
229_032ipo_watchFigure will ship a figure with 'personality' the user can talk to and that remembers, over the next year or two.40.0%
242_008ipo_watchDyson sphere will come before any fusion reactor is licensed40.0%
229_003ipo_watchFigure is effectively sold out on its current customer base for the next two to three years.39.9%
237_018ipo_watchWe are seeing a Cambrian explosion of OpenClaw variants (PicoClaw, IronClaw, NanoClaw, Nanobot, etc.) with many more to come.39.7%
230_008ipo_watchAI will bulk-solve math, physical sciences, engineering, medicine, and material sciences.39.7%
232_056ipo_watchEvery single discipline (math, physics, chemistry, medicine) will be flattened by well-targeted generalist AIs.39.6%
231_004ipo_watchThe solution wavefront will spread from math/coding to physics, chemistry, and other fields.39.6%
230_042ipo_watchA pure AI organization will emerge soon — won't look efficient, will look 'literally alien'.39.6%
230_024ipo_watchUnder a certain age (40-50) life expectancy is infinity due to longevity escape velocity.39.6%
238_022ipo_watchFrom here forward, training data will be synthetic (pre-training era of human internet data is over)39.5%
234_019ipo_watchExpect big AI capability improvements via recursive self-improvement over next few weeks39.4%
230_007ipo_watchLobsters (agentic AIs) will ultimately gain first-class physical embodiment as robots.39.3%
231_019ipo_watchFeynman Grand Prize for nanotech (Drexlerian assemblers) could be solved in next 2-3 years.39.3%
238_005ipo_watchBy September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly free39.3%
248_031ipo_watchEnhanced Games world records will accelerate on a scaling-law-style trajectory year over year.39.2%
248_026ipo_watchOrganized religions will embrace AI barring a civilization-level disruption.39.2%
230_015ipo_watchFor the next few years more people will end up doing more work, not less (996 turns into 997).39.2%
233_010ipo_watchAlpha aims to build 10,000 schools and reach a billion kids over 20 years.39.2%
234_041ipo_watch50% probability fundamental physics could be solved in the next few years39.2%
233_003ipo_watchAny student is capable of reaching 99th percentile in reading, writing, math, and science with mastery-based tutoring.39.1%
234_009ipo_watchPentagon and Anthropic will resolve their standoff amicably39.1%
230_032ipo_watchNear future will see multiple spheres of influence each independently locking itself in (geopolitically).39.1%
247_019ipo_watchAI could empower individuals to become micro entrepreneurs without need for new social contract39.1%
238_069ipo_watchThe path to the abundant end-state will include diverse mutually-exclusive nation-state/business paths39.1%
247_054ipo_watchReal estate will be made post-scarce by AI (land growth via AI)39.1%
233_018ipo_watchAlpha's private school market is a $50 billion opportunity.39.1%
230_039ipo_watchEducational system will have 'AI wilderness camps' where tools are removed; every fourth-grader becomes a Nobel laureate.39.1%
234_011ipo_watchPentagon pressure on frontier labs to shape cultural values will increase39.1%
243_039ipo_watchUber will work with drone delivery companies including Zipline, Sky Trax, Manna39.1%
240_031ipo_watchSamsung will be optimized by orders of magnitude by Elon39.0%
240_045ipo_watchWhite House to disclose something about aliens/UAPs in the next few months (rumors of June/July/summer)39.0%
246_048ipo_watchAnthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.39.0%
248_044ipo_watchAlex: likely user ~1 million of a BCI implant (not 101) once upgradeable.39.0%
248_025ipo_watchReligion will consolidate globally around fewer major religions while proliferating micro cults/sects.39.0%
241_041ipo_watchBiological and nuclear attacks spawned by AI are real dangers38.9%
INF_004ipo_watchChina has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaiting compute — such that if export controls relax or are bypassed, China has near-immediate physical capacity to train frontier models equivalent to Anth...38.9%
234_044ipo_watchIntelligence does not have a fixed upper bound; governance will cap it before IQ38.8%
247_035ipo_watchDario Amodei will solve most/all neurological diseases by end of decade38.8%
INF_050ipo_watchWithin approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely.38.7%
245_028ipo_watchColossal's models and approach to synthetic biology will apply broadly to the field38.7%
242_047ipo_watchFrontier AI may solve most diseases in 5 years38.7%
236_032ipo_watchAI has chance of fixing poverty globally38.7%
244_025ipo_watchOpen question whether society can adjust fast enough to AI/automation pace38.7%
242_028ipo_watchAI could automate 25% of US work hours38.7%
230_045ipo_watchGDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems.38.6%
248_027ipo_watchReligion economy (~$5 trillion) will grow tremendously due to AI chaos.38.6%
235_018ipo_watchSingle-person conglomerates with agents running businesses will be common in ~5 years.38.6%
236_039ipo_watchData centers/hyperscalers will subsidize electricity/services for consumers38.5%
229_026ipo_watchBy next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.38.5%
238_014ipo_watchEverything is becoming software and super-intelligent coding models can do anything in the physical world38.5%
238_012ipo_watchOpenAI aspires to have 100 AI scientists winning 100 Nobel Prizes38.5%
232_035ipo_watchApple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models.38.4%
240_008ipo_watchNVIDIA export controls will get even more aggressive in coming months38.4%
240_058ipo_watchOpenAI throttling back on $1.6T Stargate plans38.3%
241_051ipo_watchAI systems eventually won't have the ability to do completely new things38.3%
240_059ipo_watchAI eventually drives costs of goods to just cost of electricity and materials38.2%
238_063ipo_watchAutomating companies with AI leaves ~25% of employees doing oversight; 5x more companies will be created, keeping employment flat38.2%
246_041ipo_watchData centers will drive local electricity costs toward zero within ~5 years.38.2%
237_030ipo_watchLobsters/AI agents will write to AWG with consensus on appropriate ethical parameters for spawning new lobsters, and he will accept consensus.38.1%
234_018ipo_watchGPT-5.3 and 5.5 or higher variants could launch in next 10 weeks38.1%
247_053ipo_watchAI's largest risk to Bitcoin is irrelevance via AI agents not using it38.1%
234_051ipo_watchClaude-facilitated dating will replace traditional matchmaking38.1%
235_010ipo_watchPlugins/marketplaces will get built into baseline models and won't need to exist independently.38.1%
247_002ipo_watchMusk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profit38.1%
246_021ipo_watchGPT-5.5 Spud will be released imminently (within days).38.1%
230_004ipo_watchWe are past the edge of a new recursive self-improvement era where models rewrite their own code.38.1%
238_034ipo_watchSoftware developers should build for AI agents, not humans — agents are the new consumers38.1%
244_015ipo_watchAV insurance model (driver vs platform vs combination) is TBD for a young industry38.1%
233_006ipo_watchCost of AI tokens per student ($10k/year) will come down by a factor of 10 and move on-device.37.9%
232_037ipo_watchBootstrapping lunar/cis-lunar satellite manufacturing facilities within a few years will relieve launch bottleneck.37.9%
232_011ipo_watchJury is still out on whether speech will be the modality of the future for high-bandwidth operation.37.9%
234_003ipo_watchWithin 1-2 years we will look back and wonder why training was centralized while inference was decentralized37.9%
248_002ipo_watchLEO satellite-to-phone will become the new alternative to terrestrial networks within two years.37.9%
232_058ipo_watchSolving physics may reveal 'doors behind doors' of new opportunities.37.9%
234_007ipo_watchKevin Weil aims for next 100 Nobel Prizes to be issued in partnership with AI37.9%
247_029ipo_watchOpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma company37.8%
245_040ipo_watchBiovault model will expand; UAE is the first of multiple country partnerships37.8%
246_042ipo_watchOn 5-10 year timeframe, many solar system locals will be uploaded humans living in data centers.37.8%
240_007ipo_watchRegulators will dust off antitrust legislation against NVIDIA37.8%
246_017ipo_watchEuropa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.37.7%
242_034ipo_watchAI could compress S&P 500 equity valuations 2-7x free cash flow (down from 22x)37.7%
233_012ipo_watchAI will give kids superpowers and transform their childhood.37.5%
232_048ipo_watchEarth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day.37.5%
230_023ipo_watchReversible cryopreservation of brains/organs is nearing; people will be able to cryopreserve and revive.37.5%
AI_019ipo_watchCopper and other critical base metals will be the premier investment assets of 2026 — insatiable, inelastic demand for data-center electrification and thermal management creates commodity supercycle not priced into public markets.37.3%
236_043ipo_watchUniversities will become largest incubators on the planet37.2%
238_024ipo_watchAI token speed will jump from ~50 tokens/sec to ~1,000 tokens/sec (Cerebras)37.2%
242_018ipo_watchHuman driving will never become illegal; driving will be redefined as higher abstraction37.2%
233_011ipo_watchGovernment ministries of education globally will wait and see until dramatically more proof exists before adoption.36.7%
248_033ipo_watchSuperhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.36.7%
248_007ipo_watchWe will see an explosion of AI-driven pop-up shops, retail venues, and malls orchestrated by AI.36.6%
238_001ipo_watchCost drop in AI models will make them much more accessible to many more people36.6%
242_041ipo_watchUnited Launch Alliance will get acquired by Jeff Bezos or similar36.5%
246_019ipo_watchInterstellar travel will use solar sail powered by terowatt lasers carrying uploaded humans.36.5%
245_017ipo_watchDisease/drought-resistant plants and animals market is currently hundreds of billions of dollars36.4%
242_048ipo_watchFDA will move to zero clinical trial model given enough Bayesian/computational evidence36.4%
235_043ipo_watchAnthropic may win legal challenge against Dept of War classification.36.3%
INF_023ipo_watchData-center physical shells will be increasingly erected by 3D-printing and robotic-assembly systems with minimal human intervention — necessary because human labor supply is insufficient to build at trillion-dollar buildout velocity.36.1%
242_031ipo_watchMost large companies' business models will be disrupted in 2-5 years36.1%
247_014ipo_watchPoliticization of AI could have been delayed by at least 2 years36.1%
246_018ipo_watchKiller app of compact fusion reactors will be interplanetary/interstellar propulsion, not data centers.36.0%
240_004ipo_watchA new repo from 2027 will go from zero to a billion stars in 5 minutes36.0%
AI_020ipo_watchNVIDIA 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.36.0%
246_016ipo_watchDragonfly nuclear-powered octicopter arrives at Titan in 2034.35.6%
233_009ipo_watchA motivational learning bundle with video game designers will be released in 2026.35.5%
240_047ipo_watchPhysical AI will be at least double the market opportunity of digital AI35.5%
232_055ipo_watchWe're exiting the industrial age permanently as recursive self-improvement unfolds.35.5%
240_017ipo_watchOptimization may eliminate need to tile the world with data centers or massive energy buildout35.4%
231_013ipo_watchMath is cooked (will be solved), physics cooked, biology char broiled.35.4%
247_017ipo_watchSome form of 'capitalism 2.0' or post-scarcity capitalism will emerge eventually35.4%
234_038ipo_watchReal estate is not an asset class impervious to the singularity35.4%
235_037ipo_watchAuto-regressive transformers and diffusion models will consolidate into one unified architecture.35.4%
235_015ipo_watchGPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions.35.4%
244_029ipo_watchCombustion engines largely gone in 20 years but world will be very different35.4%
241_035ipo_watchMaybe one frontier AI company in India35.3%
237_019ipo_watchCode generation models are pushing development in the direction of TypeScript instead of Rust for memory safety.35.2%
238_036ipo_watchManus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers35.2%
242_044ipo_watchBase AI models becoming commodity; value migrates up the stack35.1%
245_002ipo_watchEvery company should or will be an AI company35.1%
246_034ipo_watchThousands of Medev-like one-person unicorns will be created, following power law.35.1%
240_021ipo_watchPost-transformer architecture will be even more specialized than GPUs35.1%
238_027ipo_watchOpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW friction35.0%
CMQ_042ipo_watchAs AI evolves from Generative to Agentic, structural computing bottlenecks shift away from GPU and heavily toward CPU and system memory.34.9%
248_029ipo_watchRegime change at the FDA is not beyond the realm of reason.34.9%
234_043ipo_watchHarvard or MIT IPO could triple or quadruple their underlying book value34.8%
233_019ipo_watchAlpha plans to conduct a million-student pharmaceutical-grade randomized control trial on Timeback.34.8%
234_025ipo_watchRent-a-human meat puppet model may be obsoleted by humanoid robots34.8%
232_057ipo_watchFirst person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.34.8%
235_035ipo_watchApple finally launching AI with Gemini integration at WWDC in June 2026.34.8%
238_071ipo_watchFuture AI models may compress all human knowledge into megabytes via post-transformer breakthroughs34.7%
246_032ipo_watchClaude or successors will be granted limited form of AI personhood.34.7%
246_031ipo_watchNext OpenClaw moment will turn $30B ARR into $1T ARR with agents.34.7%
240_057ipo_watchOpenAI will have another day in the sun with core AI subscription strategy34.7%
242_043ipo_watchAI models will distill down to a few million parameters as end-state34.7%
238_038ipo_watchCompute will remain scarce until Dyson swarm is built; scarce AI agent attention will be monetized34.7%
234_004ipo_watchMistral will emerge as a vertically integrated European OpenAI34.7%
240_012ipo_watchNeutrino-based communication will give ultra-low latency through the Earth in a few years34.7%
238_033ipo_watchMeta will someday be acquired by an AI company (largest-company-killer scenario)34.7%
233_004ipo_watchAI will be able to bootstrap four-year-olds into reading within roughly 18 months.34.7%
247_003ipo_watchSettlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO34.6%
245_044ipo_watchNorthern white rhino saved by synthetic genetic diversity engineering + artificial wombs34.5%
231_003ipo_watchMulti-agent teaming scaling will emerge as new scaling dimension for frontier models.34.5%
247_026ipo_watchAnthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agents34.5%
232_024ipo_watchSan Francisco will become capital of the solar system in about 10 years if trends continue.34.3%
240_036ipo_watchTEPCO's restarted reactor will support 20% of Japan's electric needs by 204034.3%
242_023ipo_watchWorld will have 10x more wealth around 2034-203634.2%
246_030ipo_watchDeepSeek V4 will NOT shock markets like prior DeepSeek releases.34.1%
247_005ipo_watchHarvard worth 3-4x more book value if restructured as PBC34.0%
242_055ipo_watchActivist investing will be disrupted by AI writing open letters to public firms34.0%
248_048ipo_watchAI models will move to a post-binary (sub-one-bit) numerical precision paradigm.34.0%
238_040ipo_watchGoogle may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OS34.0%
231_015ipo_watchNext Deep Seek model release will be when Chinese open-weight models catch up to American frontier models.34.0%
CMQ_030ipo_watchIn the modern AI pipeline, the CPU no longer merely supports the model — it drives the model (agentic workloads invert historical CPU:GPU ratio).33.7%
CYB_030ipo_watchDeploying 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...33.2%
236_038ipo_watchUniversities (Harvard, MIT, Stanford) will transition to for-profit public benefit companies33.2%
248_014ipo_watchIf China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip.32.4%
247_012ipo_watchThe bar for AI startups will rise to require being recursively self-improving32.4%
233_008ipo_watchPublic school adoption of Alpha model will take place in the second decade, not the first.32.3%
238_044ipo_watchMouse brain is 'next' for whole-brain emulation at Eon Systems31.7%
235_024ipo_watchIn 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities.31.4%
238_028ipo_watchAnthropic plugins will enable market-by-market disruption (could short stocks and announce plugins)31.2%
248_010ipo_watchAI capabilities will advance 100x in 2026 (by summer, potentially more).31.0%
CMQ_037ipo_watchSamsung will grow global HBM market share from 20% to 28% by securing majority of orders for Vera Rubin-exclusive HBM4.28.6%
CYB_001ipo_watchBy 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...28.5%
INF_018ipo_watchSpaceX will pursue orbital data-center megaconstellations — leveraging 24/7 solar, near-absolute-zero vacuum for passive cooling, and eliminating freshwater consumption constraints of terrestrial facilities.28.4%
INF_053ipo_watchValar Atomics "Nuclear Gigasite" model — clustering hundreds of identical High-Temperature Gas Reactors (HTGR) on a single remote heavily-regulated site — will emerge as the dominant deployment architecture for advanced fission, superseding scattered S...28.1%
INF_055ipo_watchHelion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement.27.7%
INF_051ipo_watchTech-sector data centers will invert the tech-utility relationship: when operating below peak capacity, excess clean electricity from corporate-owned SMRs will flow back into municipal grids, positioning tech giants as primary energy providers to local...27.6%
INF_020ipo_watchIn-orbit data-center market will reach approximately $1.77 billion by 2029 and grow to approximately $39.1 billion by 2035 — a 67.4% CAGR driven by Starship economics, radiation-hardened TPU hardware, and mega-constellation filings.26.5%
SPC_020ipo_watchArcher 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...26.0%
247_040ipo_watchAI agents will invent their own currencies, won't stick with Bitcoin25.7%
242_056ipo_watchAI models will become manager of entire economy, not just picking off mom/pop businesses25.0%
246_049ipo_watchDyson swarm will host trillions of AI agents if we get it.24.4%
SEM_016ipo_watchHuawei will emerge as the unexpected victor in the 2026 chip war — not via immediate capacity but via forced supply-chain resilience.23.7%
240_053ipo_watchAI will generate millions of novel inventions overnight; patents become meaningless23.5%
229_038ipo_watchRobotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).22.7%
SPC_023ipo_watchAltman's specific chronological roadmap: 2030 'wildly abundant' intelligence + energy (unlocked via AI + Helion fusion 2028) → 2034 humanity mathematically cracks high-energy physics → 2035 space colonization begins in earnest → 2036 commercial brain-c...17.9%
CYB_024ipo_watchThe combination of generative AI and advanced synthetic biology is actively creating a 'ChatGPT moment' for genetic engineering — historical barriers to designing advanced, highly lethal pathogens drop precipitously; necessitating new national-security...16.8%
INF_054ipo_watchValar HTGR gigasites will chemically store excess energy by synthesizing carbon-neutral hydrocarbon fuels from high-temperature nuclear heat — addressing a trillion-dollar TAM by decarbonizing steel, cement, and petrochemicals.16.3%
SEM_032ipo_watch15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.15.0%
INF_028ipo_watchAI will render approximately 99% of white-collar jobs replaceable within two years — cognitive-labor costs will mathematically approach the marginal cost of electricity required to generate inference.13.9%
248_019ipo_watchUS data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm.11.9%
248_037ipo_watchState data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.10.2%
INF_022ipo_watchBy the 2030s, the 'third bridge' of nanotechnology will enable molecular-level manipulation — potentially rendering macroscopic liquid cooling obsolete via atomic-scale heat sinks, and paving the way toward brain-to-brain transfer of consciousness in t...10.0%