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Adverse scenarios
270
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0 explicit links; 270 public links lack move; 0 lack probability

Bull scenarios (0)

Predictions where this ticker benefits
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Adverse scenarios (270)

Predictions where this ticker is displaced
PredDomainPredictionPredictorCurrentMoveImpactMechanism
SEM_005AI/InfrastructureStargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).Sam Altman72.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_047AI/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%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_022AI/ArchitectureFP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development.Dave Blundin64.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_011AIFrontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.Dave Blundin60.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_003Labor/JobsAI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size.Dave Blundin59.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_031Markets/StocksOpenAI planning $100B infrastructure spend, going public this year at $1T valuation.Peter Diamandis58.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_002AIBy 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs).Leopold Aschenbrenner55.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_033AI/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%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_005Markets/StocksOpenAI and Anthropic IPOs will head toward $1 trillion valuations.Peter Diamandis55.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_001AI/ComputeCompute clusters will scale from $10B → $100B → $1T by end of decade; 'another zero every six months' on boardroom projections.Leopold Aschenbrenner54.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_041Labor/JobsRadical massive job destruction is imminent; new creation will lag, causing devastation for a few years.Dave Blundin53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_048AIAgentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms.Peter Diamandis53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_029AIApple will announce iPhone with Gemini-derived on-device model at WWDC June 2026.Alex Wissner-Gross53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_043Labor/JobsCorporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced.Dave Blundin53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_060Media/AdsEveryone will be able to use video models to turn favorite books into moviesPeter Diamandis53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_039CryptoQuantum not a risk to Bitcoin; Saylor is 100% rightDave Blundin53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
233_007EducationIn 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform.Joe Liemandt53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_034EnergyPower constraint won't be a big problem until chip fabs come online and it suddenly becomes massive.Dave Blundin53.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_050Macro/EconomyNew economy built with AI agents will work around old economy rather than through it.Dave Blundin53.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_026AISomething bad will definitely happen with OpenClaw agents by statistical chance.Dave Blundin52.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_013Macro/EconomyThere will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.Dave Blundin52.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
233_005AIInteractive AI tutors with engaging personalities/avatars will arrive within about a year.Dave Blundin51.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_064Labor/JobsAI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep troubleDave Blundin50.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_047GeopoliticsAI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs).Dave Blundin50.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_040AIAI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly.Peter Diamandis50.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_060AIAnthropic will win over OpenAI via better/smarter AI regardless of installed baseDave Blundin50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_005AITwo years from now, best AI will not be freely accessible — it will be withheld citing security/safety.Dave Blundin50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_015Labor/JobsPrinceton CS brains will be a complete commodity two years from today post-ASI.Dave Blundin50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_030AIGPT-6 breakthroughs in science worth hundreds of billions to trillionsPeter Diamandis50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_021AIOpenAI will launch consumer AI devices in 2027Peter Diamandis50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_048Labor/JobsSpreadsheet, SQL, code, UI jobs will be done by AI starting at end of this yearDave Blundin50.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_055AIAcquisition of small specialized AI teams for hundreds of millions will become commonDave Blundin49.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_020Labor/JobsJobs will go up, not down by 2030 post-AI adjustmentDave Blundin49.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_003AINVIDIA will lock up 70%+ of TSMC's 3nm node volumeDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_012Labor/JobsCorporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_037ConsumerHandmade/human art will be astronomically more valuable in the future.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_047Labor/JobsOnly 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_049Markets/StocksBig AI companies will own as much as they want up to the edge of antitrust triggers.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_046SpaceTerraforming will be a massive part of humanity's future.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_006Macro/EconomyCost curves will start collapsing industries before the technology itself does.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_014AIRemaining research math problems will be solved within next couple months.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_030GeopoliticsFDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_023AITernary (sub-bit) parameter precision will be optimal for AI models.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_020ConsumerSmart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_022ConsumerYoung people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_028Macro/EconomyRate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_052Macro/EconomyGap between AI-paced world and legacy world will grow really wide - maybe forever.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_053Labor/JobsWithin a couple months, young AI-native hires will be able to do exactly what seasoned engineers do.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_004Labor/JobsBig banks and insurance companies will not triple in size in the AI productivity timeframe.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_012AIAI incidents documented harms will go up way higher beyond the already-reported rise.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_051EnergySolar panels will be delivered by drones and installed by robotsDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_010DefenseWhole battlefield will be controlled by whoever has the better AI very soonDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_025GeopoliticsSuper PACs will determine election outcomes at order of magnitude bigger than beforeDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_008AIAnthropic will try to hit $200 billion ARR, not reach trillion the following yearDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_035GeopoliticsMassive social unrest will come before the next US presidential electionDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_039Real EstateDistant spectacular real estate will go up in value, not inner cityDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_052AIFrontier labs holding back capabilities for internal self-improvement use.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_051AIGPT-5.5 Spud will have equal or greater capability to Mythos.Peter Diamandis49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_050AIAnthropic will release compressed/distilled version of Mythos quickly after initial release.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_006AIBy end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_013Markets/StocksDisruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
244_036AIUber AI Solutions will bring flexible work opportunities (labeling, model testing)Dara Khosrowshahi49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_044Markets/StocksAI sector will grow from $20T to $30-40T of $50T total US public market cap.Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
236_004AIAmount of change between now and 2028 will be like nothing we've ever seenDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
236_017Macro/EconomyRampant social unrest will occur during 2-year window if nothing is done quicklyDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_049Macro/EconomyW-2 income will get pummeled over next 3 years; assets will appreciateDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_042AITrillion parameter models will propagate to anyone with $50-100M to investDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_035Markets/StocksS&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 yearsDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_024Real EstateIsland real estate will become 10x-100x more accessible, driving values upDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_010AIBy end of 2026, a full GPU will be able to do brain surgery or discover new math/physicsDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
241_045AISam Altman / OpenAI and competitors will need enormous amounts of money to winEric Schmidt49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
241_005AI2026 is the year of agents - agents will take over everything this yearEric Schmidt49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_028SpaceDyson swarm will be the inevitable destiny within 10 yearsDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_061Macro/EconomyMassive social unrest / trough in 2026-2027, rebound in 2028Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_062Labor/JobsIndustrial-revolution-scale disruption will unfold over 2-4 years (not 20-40)Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_016AIEveryone is underestimating the next year of AI improvements (more than 2x gain)Dave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_010Markets/StocksNVIDIA revenue will hit $350 billion this calendar yearDave Blundin49.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_049Labor/JobsLast jobs to be automated will be government jobs, university jobsDave Blundin49.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_033Labor/JobsCompanies will race to 80% token spend / 20% salary; good by 2030-2032Dave Blundin49.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_005AIAI capability will grow 100x this year in raw parameter count as lower bound.Dave Blundin49.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_023AINeural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)Dave Blundin49.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_050Labor/JobsUS will pass law like China requiring retraining when AI automates a jobDave Blundin48.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_013AIModel transparency decline will not reverse; US labs will keep going internal.Dave Blundin48.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_016AIASI is imminent; access to top AI models will be closed down in a couple of years.Dave Blundin48.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_050AIDiscovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.Dave Blundin48.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_029OtherMillisecond real-time dispute resolution will replace current court systems.Dave Blundin48.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_035AIAI agents will outnumber humans — trillion agents vs 8 billion humansPeter Diamandis48.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_018Auto/TransportUber drivers face rampant, imminent job loss from self-driving carsDave Blundin48.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_017Markets/StocksOpenAI will likely go public at north of $1 trillion valuation.Peter Diamandis48.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_006Markets/StocksOpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026).Peter Diamandis48.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_021Auto/TransportAutonomous ride costs will drop 10x vs todayDave Blundin48.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
243_006Auto/TransportAutonomous fleets will move to asset-light model with financial owners like Blackstone owning fleetsDara Khosrowshahi48.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_021SpaceSatellite launches will become a multi-hundred-billion / multi-trillion dollar economy.Dave Blundin48.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_006AIThe frontier models will go dark — kept internal to benefit the labs in an all-out battle.Peter Diamandis48.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_017Labor/JobsCoding/chip design skills have a lifespan of a year at most before full commoditization.Dave Blundin47.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
241_003AIHuman-like computer agents NOT achievable within a year or two - science doesn't exist yetEric Schmidt47.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
229_036SpaceHumanity will eventually disassemble the moon and asteroid belt for materials.Dave Blundin47.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_035Markets/StocksComponents of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early.Dave Blundin47.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_019Markets/StocksThe old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.Dave Blundin47.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_055Markets/StocksAnthropic heading to IPO, pursuing $50B from AmazonDave Blundin46.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_029Labor/JobsWhite-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminentlyDave Blundin46.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_046AIAI vs AI will dominate cybersecurity, not humansDave Blundin46.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_029AIAI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience.Dave Blundin46.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_010Markets/StocksMega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.Dave Blundin46.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_052Macro/EconomyLowered interest rates will drive AI agent and robot purchases instead of hiring.Peter Diamandis46.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_004Labor/JobsNext 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.Dave Blundin46.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_030AIAI will soon make very good venture capital investment decisionsDave Blundin46.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_052AICost of chip shortage will be sole gating factor delaying illegal-human-driving tipping pointDave Blundin46.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_020AINew architecture won't map to current NVIDIA architecture; will create next Anthropic/OpenAIDave Blundin46.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_041AICourse corrections in organizations will accelerate from decades to years to months to weeks to minutes over the next couple of years.Dave Blundin46.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
236_041Labor/JobsGig work like Uber will be eliminated by AIDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_065Labor/JobsChildren/next generation uncommitted to careers will do incredibly well in AI transitionDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_032Labor/JobsAI will do the job for 2% of the cost of a human in the near termDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_029AIASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildoutDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_018Macro/EconomyFirst version of social contract will be politicians writing checks in next electionDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_011AINew non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 yearsDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_017Auto/TransportSelf-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy).Dave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_043SpaceEarth limited by ASML and constraints to 3-5 years before mining/constructing moves to space.Dave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_024AIGround-up society simulations are complete nonsense so far, but not far in the future.Dave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_006AIThe Luna AI-managed store will be one of the best-managed stores in the world within a year.Dave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_026Media/AdsSnapchat cannot sit still and expect to exist in 3 years.Dave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_053AITo create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product.Ben Horowitz46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_016Auto/TransportTV ad campaign against human driving in 3-5 years will drive voting to ban itDave Blundin46.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_031Auto/TransportOnly 20 million cars needed once FSD robotaxis arrive, down from 140 millionDave Blundin45.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_001AIAnthropic will be first company to hit $1 trillion in revenue by 2029-2030.Dave Blundin45.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_009AIAnthropic's implied valuation could reach $2 trillion in 2026Dave Blundin45.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_025Markets/StocksNvidia's margins unsustainable; cracks in armor but all chips made will sell.Dave Blundin45.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_035AI/CognitionWorld-class, AI-based mathematicians will emerge within a single year (by ~early 2027).Eric Schmidt45.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
241_013AIAgents from incompatible vendors combined will produce unpredictable effectsEric Schmidt45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_021AI/ChinaLargest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_009DefenseAnthropic legal recourse process against Dept of War will take three years.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_024AISomething really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door).Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_022AIClaude Mythos will NOT be released publicly near-term (PolyMarket ~7%).PolyMarket45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_034ConsumerNext-generation mobile phones will regain growth through AI neural chips.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_015Labor/JobsThere will be significantly more AI claws/agents than humans within a typical organization.Alex Finn45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_017Markets/StocksThe entire SaaS market is going to zero because features can be rebuilt in five minutes with agents.Alex Finn45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_025Real Estate60% of LA parking will be released, becoming gardens and parksDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_019AIPost-transformer architecture will come out of left field within a yearDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_045AICorporations will start downplaying AI capabilities to avoid antitrust backlash.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_007Media/AdsTikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_015AIAI will discover something as significant as relativity in physics within the next two years.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_023Macro/EconomyUS crime rates should continue to decline due to location services and surveillance.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
233_014Biotech/LongevityOver the next 12 years, half of kids will have neural links while others won't, creating divergence.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_050Markets/StocksOne of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent.Dave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_050AIOpus 4.7 removes manual dials; prompts become the new hyperparameters.Alex Wissner-Gross45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_009GeopoliticsGovernment will intervene if NVIDIA does 10-year forward contract locking up TSMCDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_028AIMusk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departingDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_004AIMusk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversionsDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_002AIWithin 6 months to 2 years, AI will do absolutely everythingDave Blundin45.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_041AIConsumer killer app tying compute to happiness must be invented within the next yearDave Blundin45.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_022Markets/StocksAll five major AI labs will be worth trillions of dollarsDave Blundin45.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_007GeopoliticsAI regulation window is this calendar year 2026 before chaos breaks out.Dave Blundin45.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_015Markets/StocksAnthropic, OpenAI and SpaceX IPOs are likely within the next 6 monthsPeter Diamandis45.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_010AIAnthropic will beat OpenAI in valuation trajectoryDave Blundin45.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_019Labor/JobsJevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automatedDave Blundin44.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_042Markets/StocksOpenAI IPO shares could deliver a 50% pop in 6 months after IPO.Peter Diamandis44.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_017Auto/TransportSelf-driving will become 95-97% safer than human drivingDave Blundin44.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_059Auto/TransportSelf-flying eVTOLs will be the norm given AI safety advantagesDave Blundin44.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_030Auto/TransportAuto insurance industry will shrink as crashes decline from self-drivingDave Blundin44.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_055AIWe WILL figure out AI safety/regulation but only after something really bad happens.Dave Blundin44.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_008Labor/JobsWorkflows will move from human-centric to agentic with humans doing oversight rather than being in the loopSalim Ismail44.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_060AIWe'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.Alex Wissner-Gross44.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
236_037Auto/TransportTransportation will shift from ownership to subscription/access modelSalim Ismail44.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_007AIThere will be no more than ~10 foundation model labs globally, but thousands of successful AI startupsEric Schmidt44.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_038AITSMC fabs will come online in 5-6-7 years; Elon won't wait that long.Dave Blundin44.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_022AIAlex 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%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_012GeopoliticsUS-China AI situation about to get more complicated regarding open source models and secrets.Ben Horowitz43.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
229_040RoboticsWhen 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%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_011AIAI agents will have voices in the near future.Alex Finn43.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
241_008AIAI research agents will be limited only by electricity, with potentially millions possibleEric Schmidt43.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_046AIOpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public.Dave Blundin43.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_046AICustom chip designs per use case will unlock 10x+ efficiency improvementsDave Blundin43.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_010CryptoIn the next 2 years, everyone's AI agent will have a crypto wallet filled with USDC.Alex Finn43.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_053AIASI (Artificial Superintelligence) coming very soon.Dave Blundin42.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_043RoboticsFull sewing/stitching automation likely within six months.Dave Blundin42.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_013Markets/StocksExtrapolating Anthropic growth, they will hit $1 trillion revenue in 2029Dave Blundin42.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_044AITwo outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years.Dave Blundin42.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_050RoboticsHumanoid robots will be over-engineered but will unlock supply chainDave Blundin42.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_037AINetwork effects, economics, and game theory will persist in AI agent economy (no singleton takeover)Alex Wissner-Gross41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_054Labor/JobsUncertain whether people will have any purpose at all a year from today.Dave Blundin41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_017AIA major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.Alex Wissner-Gross41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_051Markets/StocksIf Anthropic grows 10x year-over-year two more years, it reaches $2.6T revenue (implying quadrillion-dollar valuation)Dave Blundin41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_070AISmall language models will be where most algorithmic breakthroughs come from (crowdsourced)Alex Wissner-Gross41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_003AIAI model release cycles will move toward daily, then hourly, then minutely releases.Alex Wissner-Gross41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_011AIElon will feel Grok is ready to take over as CEO in next few years.Dave Blundin41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_044AIThere will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling.Alex Wissner-Gross41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_026Markets/StocksElon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T companyDave Blundin41.9%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_052Macro/EconomyAI enters government in 2-4 years will allow thoughtful UBI programs laterDave Blundin41.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_046GeopoliticsWindow of global AI regulation is a few months before capabilities proliferate widely.Dave Blundin41.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_011Markets/StocksNVIDIA can grow another 2x into the 2nm node before being flooredDave Blundin41.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_036Markets/StocksMid-cap/small-cap firms with high-labor ops will triple FCF while multiple compressesDave Blundin41.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_002Markets/StocksAmazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIADave Blundin41.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_011AIOpenAI user count will soon reach 1 billionAlex Wissner-Gross41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_016AIPermissionless agent activity is imminent; Claude-style approval prompts will go away.Alex Wissner-Gross41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_025AIEvery frontier lab will launch 24/7 agent offerings (table stakes).Alex Wissner-Gross41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_020AIThe hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local.Alex Finn41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_009AIChatGPT will release a model specifically for OpenClaw within the next 6 months.Alex Finn41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_001AIAnthropic model family is closest to embodying the singularity and recursive self-improvement today.Alex Wissner-Gross41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_024Labor/JobsVoters may refuse to help white-collar professionals displaced by AIDave Blundin41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_041Markets/StocksAnthropic implied valuation using PE ratio could be one quadrillion dollars.Dave Blundin41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_008ConsumerApp stores will go away; users won't download apps but instead generate software on demand from local models.Alex Finn41.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_048AINext major revolutions in foundation models will come from small language modelsAlex Wissner-Gross41.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_017AIOpenAI codex lead predicts current coding agents will seem primitive in 10 weeksOpenAI Codex Lead41.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_067EnergyUS power problem is transmission/storage, not production — distributed regional data centers will fix job dislocationDave Blundin41.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_040Auto/TransportIn cities people mostly won't own cars once autonomy mainstream (subscription model).Salim Ismail41.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_057AIParameter scaling race is over; frontier labs plateauing at 10T parametersAlex Wissner-Gross41.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_023AIAI will be able to do everything a white collar worker does imminentlyDave Blundin40.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_006AIOver the next year, consumers will realize local models are the way to go on privacy, speed, and limits.Alex Finn40.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_047AIAgents will pervade verticals like journalism, law and finance as autonomous 24/7 servicesAlex Wissner-Gross40.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
229_042AIFigure believes there will be a single omni-model fusing language, vision, action, memory — not multiple specialized neural nets per task.Brett Adcock40.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_021CryptoAlex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.Alex Finn40.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_008EnergyDyson sphere will come before any fusion reactor is licensedDave Blundin40.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_024Biotech/LongevityUnder a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Dave Blundin39.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_019AIExpect big AI capability improvements via recursive self-improvement over next few weeksAlex Wissner-Gross39.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_007RoboticsLobsters (agentic AIs) will ultimately gain first-class physical embodiment as robots.Alex Wissner-Gross39.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
245_028Biotech/LongevityColossal's models and approach to synthetic biology will apply broadly to the fieldBen Lamm38.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_027OtherReligion economy (~$5 trillion) will grow tremendously due to AI chaos.Dave Blundin38.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_045Macro/EconomyGDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems.Alex Wissner-Gross38.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_018Labor/JobsSingle-person conglomerates with agents running businesses will be common in ~5 years.Alex Wissner-Gross38.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
229_026RoboticsBy next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.Brett Adcock38.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_012AIOpenAI aspires to have 100 AI scientists winning 100 Nobel PrizesKevin Weil38.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_014AIEverything is becoming software and super-intelligent coding models can do anything in the physical worldAlex Wissner-Gross38.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_035Markets/StocksApple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models.Alex Wissner-Gross38.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_058AIOpenAI throttling back on $1.6T Stargate plansAlex Wissner-Gross38.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_053CryptoAI's largest risk to Bitcoin is irrelevance via AI agents not using itAlex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_010AIPlugins/marketplaces will get built into baseline models and won't need to exist independently.Alex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_018AIGPT-5.3 and 5.5 or higher variants could launch in next 10 weeksAlex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_021AIGPT-5.5 Spud will be released imminently (within days).Alex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_002AIMusk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profitAlex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
230_004AIWe are past the edge of a new recursive self-improvement era where models rewrite their own code.Alex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_030AILobsters/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%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_051ConsumerClaude-facilitated dating will replace traditional matchmakingAlex Wissner-Gross38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
244_015Auto/TransportAV insurance model (driver vs platform vs combination) is TBD for a young industryDara Khosrowshahi38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_034AISoftware developers should build for AI agents, not humans — agents are the new consumersAndrej Karpathy38.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
245_040Biotech/LongevityBiovault model will expand; UAE is the first of multiple country partnershipsBen Lamm37.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_029Biotech/LongevityOpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma companyAlex Wissner-Gross37.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_007GeopoliticsRegulators will dust off antitrust legislation against NVIDIADave Blundin37.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_033AISuperhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.Dave Blundin36.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_001AICost drop in AI models will make them much more accessible to many more peopleUnknown36.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_048Biotech/LongevityFDA will move to zero clinical trial model given enough Bayesian/computational evidenceAlex Wissner-Gross36.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_031Markets/StocksMost large companies' business models will be disrupted in 2-5 yearsPeter Diamandis36.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_037AIAuto-regressive transformers and diffusion models will consolidate into one unified architecture.Alex Wissner-Gross35.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
235_015AIGPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions.Alex Wissner-Gross35.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
237_019AICode generation models are pushing development in the direction of TypeScript instead of Rust for memory safety.Alex Wissner-Gross35.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_036Media/AdsManus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisersEmad Mostaque35.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_044AIBase AI models becoming commodity; value migrates up the stackAlex Wissner-Gross35.1%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_027AIOpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW frictionAlex Wissner-Gross35.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_025RoboticsRent-a-human meat puppet model may be obsoleted by humanoid robotsAlex Wissner-Gross34.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
232_057RoboticsFirst person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Dave Blundin34.8%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_032AIClaude or successors will be granted limited form of AI personhood.Alex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_071AIFuture AI models may compress all human knowledge into megabytes via post-transformer breakthroughsAlex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_038AICompute will remain scarce until Dyson swarm is built; scarce AI agent attention will be monetizedAlex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
240_057AIOpenAI will have another day in the sun with core AI subscription strategyAlex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_043AIAI models will distill down to a few million parameters as end-stateAlex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_031AINext OpenClaw moment will turn $30B ARR into $1T ARR with agents.Alex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
234_004AIMistral will emerge as a vertically integrated European OpenAIAlex Wissner-Gross34.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_003AISettlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPOAlex Wissner-Gross34.6%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_003AIMulti-agent teaming scaling will emerge as new scaling dimension for frontier models.Alex Wissner-Gross34.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_026AIAnthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agentsAlex Wissner-Gross34.5%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_023Macro/EconomyWorld will have 10x more wealth around 2034-2036Dave Blundin34.2%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_048AIAI models will move to a post-binary (sub-one-bit) numerical precision paradigm.Alex Wissner-Gross34.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
238_040AIGoogle may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OSAlex Wissner-Gross34.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
231_015AINext Deep Seek model release will be when Chinese open-weight models catch up to American frontier models.Alex Wissner-Gross34.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
233_008EducationPublic school adoption of Alpha model will take place in the second decade, not the first.Joe Liemandt32.3%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
248_010AIAI capabilities will advance 100x in 2026 (by summer, potentially more).Dave Blundin31.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
247_040CryptoAI agents will invent their own currencies, won't stick with BitcoinAlex Wissner-Gross25.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
242_056Macro/EconomyAI models will become manager of entire economy, not just picking off mom/pop businessesAlex Wissner-Gross25.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
246_049AIDyson swarm will host trillions of AI agents if we get it.Alex Wissner-Gross24.4%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
229_038Macro/EconomyRobotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).Dave Blundin22.7%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.
SEM_032AI/Mathematics15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.Alex Wissner-Gross15.0%unknownunknownFoundation-model capability curve eats entry-level white-collar tasks first; BPO/tutoring/search-adjacent economics compress through 2028.