← Tickers

IREN

Iris Energy · Nasdaq · Australia/USA

Cap tier
Mid
Approx cap
$4.0B
Bull scenarios
327
Adverse scenarios
0
Other links
0
Modeled impact
unknown
0 explicit links; 327 public links lack move; 0 lack probability

Themes & clusters

From SRC_B Theme-Company Matrix
C3400MW hyperscale data centersGB200 / GB300 GPUsGigawatt-scale data centers

Investment thesis

From SRC_B Company Master

BTC-to-AI pivot pure-play.

Bull scenarios (327)

Predictions where this ticker benefits
PredRoleDomainPredictionPredictorCurrentMoveImpactStatus
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
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
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
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
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
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
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
231_031pure_playMarkets/StocksOpenAI planning $100B infrastructure spend, going public this year at $1T valuation.Peter Diamandis58.0%unknownunknownpartial
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
SEM_025pure_playCapital MarketsMorgan Stanley price target $250 for Nvidia — representing 32% upside from current levels.Joseph Moore55.0%unknownunknownpending
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
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
241_053pure_playAIAI chips are 2 kilowatts each - requires water coolingEric Schmidt54.3%unknownunknownpending
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
246_029pure_playAIApple will announce iPhone with Gemini-derived on-device model at WWDC June 2026.Alex Wissner-Gross53.6%unknownunknownin_progress
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
230_048pure_playAIAgentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms.Peter Diamandis53.6%unknownunknownpending
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
231_041pure_playLabor/JobsRadical massive job destruction is imminent; new creation will lag, causing devastation for a few years.Dave Blundin53.6%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
231_050pure_playMacro/EconomyNew economy built with AI agents will work around old economy rather than through it.Dave Blundin53.4%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
231_026pure_playAISomething bad will definitely happen with OpenClaw agents by statistical chance.Dave Blundin52.4%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
233_005pure_playAIInteractive AI tutors with engaging personalities/avatars will arrive within about a year.Dave Blundin51.2%unknownunknownpending
241_015pure_playMarkets/StocksGoogle and Nvidia will both do incredibly well due to TPU/GPU positioningEric Schmidt51.1%unknownunknownpending
238_064pure_playLabor/JobsAI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep troubleDave Blundin50.7%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
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
248_015pure_playLabor/JobsPrinceton CS brains will be a complete commodity two years from today post-ASI.Dave Blundin50.2%unknownunknownpending
247_060pure_playAIAnthropic will win over OpenAI via better/smarter AI regardless of installed baseDave Blundin50.2%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
240_048pure_playLabor/JobsSpreadsheet, SQL, code, UI jobs will be done by AI starting at end of this yearDave Blundin50.2%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
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
234_010pure_playDefenseWhole battlefield will be controlled by whoever has the better AI very soonDave 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
230_037pure_playConsumerHandmade/human art will be astronomically more valuable in the future.Dave Blundin49.5%unknownunknownpending
236_017pure_playMacro/EconomyRampant social unrest will occur during 2-year window if nothing is done quicklyDave Blundin49.5%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
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
244_036pure_playAIUber AI Solutions will bring flexible work opportunities (labeling, model testing)Dara Khosrowshahi49.5%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
242_024pure_playReal EstateIsland real estate will become 10x-100x more accessible, driving values upDave 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
235_006pure_playAIBy end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.Dave Blundin49.5%unknownunknownpending
241_045pure_playAISam Altman / OpenAI and competitors will need enormous amounts of money to winEric Schmidt49.5%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
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
235_044pure_playMarkets/StocksAI sector will grow from $20T to $30-40T of $50T total US public market cap.Dave Blundin49.5%unknownunknownpending
238_061pure_playMacro/EconomyMassive social unrest / trough in 2026-2027, rebound in 2028Dave 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
236_004pure_playAIAmount of change between now and 2028 will be like nothing we've ever seenDave 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_028pure_playMacro/EconomyRate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.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
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
231_020pure_playConsumerSmart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).Dave Blundin49.5%unknownunknownpending
231_014pure_playAIRemaining research math problems will be solved within next couple months.Dave Blundin49.5%unknownunknownpending
231_006pure_playMacro/EconomyCost curves will start collapsing industries before the technology itself does.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
248_046pure_playSpaceTerraforming will be a massive part of humanity's future.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
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
230_047pure_playLabor/JobsOnly 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.Dave Blundin49.5%unknownunknownpending
247_051pure_playEnergySolar panels will be delivered by drones and installed by robotsDave Blundin49.5%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
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
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
248_016pure_playAIASI is imminent; access to top AI models will be closed down in a couple of years.Dave Blundin48.6%unknownunknownpending
231_029pure_playOtherMillisecond real-time dispute resolution will replace current court systems.Dave Blundin48.5%unknownunknownpending
232_050pure_playAIDiscovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.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
235_017pure_playMarkets/StocksOpenAI will likely go public at north of $1 trillion valuation.Peter Diamandis48.3%unknownunknownpending
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
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
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
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
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
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
234_046pure_playAIAI vs AI will dominate cybersecurity, not humansDave Blundin46.7%unknownunknownpending
237_029pure_playAIAI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience.Dave Blundin46.6%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
232_052pure_playMacro/EconomyLowered interest rates will drive AI agent and robot purchases instead of hiring.Peter Diamandis46.4%unknownunknownpending
235_004pure_playLabor/JobsNext 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.Dave Blundin46.3%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
238_030pure_playAIAI will soon make very good venture capital investment decisionsDave 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
238_065pure_playLabor/JobsChildren/next generation uncommitted to careers will do incredibly well in AI transitionDave Blundin46.1%unknownunknownpending
242_032pure_playLabor/JobsAI will do the job for 2% of the cost of a human in the near termDave 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
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
230_017pure_playAuto/TransportSelf-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy).Dave 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
235_026pure_playMedia/AdsSnapchat cannot sit still and expect to exist in 3 years.Dave Blundin46.1%unknownunknownpending
242_011pure_playAINew non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 yearsDave Blundin46.1%unknownunknownpending
247_018pure_playMacro/EconomyFirst version of social contract will be politicians writing checks in next electionDave 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
231_024pure_playAIGround-up society simulations are complete nonsense so far, but not far in the future.Dave 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
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_001pure_playAIAnthropic will be first company to hit $1 trillion in revenue by 2029-2030.Dave Blundin45.8%unknownunknownpending
247_009pure_playAIAnthropic's implied valuation could reach $2 trillion in 2026Dave Blundin45.5%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
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
232_015pure_playAIAI will discover something as significant as relativity in physics within the next two years.Dave Blundin45.4%unknownunknownpending
248_050pure_playAIOpus 4.7 removes manual dials; prompts become the new hyperparameters.Alex Wissner-Gross45.4%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
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
237_015pure_playLabor/JobsThere will be significantly more AI claws/agents than humans within a typical organization.Alex Finn45.4%unknownunknownpending
240_019pure_playAIPost-transformer architecture will come out of left field within a yearDave Blundin45.4%unknownunknownpending
246_024pure_playAISomething really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door).Dave Blundin45.4%unknownunknownpending
241_013pure_playAIAgents from incompatible vendors combined will produce unpredictable effectsEric Schmidt45.4%unknownunknownpending
235_034pure_playConsumerNext-generation mobile phones will regain growth through AI neural chips.Dave Blundin45.4%unknownunknownpending
235_009pure_playDefenseAnthropic legal recourse process against Dept of War will take three years.Dave Blundin45.4%unknownunknownpending
246_022pure_playAIClaude Mythos will NOT be released publicly near-term (PolyMarket ~7%).PolyMarket45.4%unknownunknownpending
240_009pure_playGeopoliticsGovernment will intervene if NVIDIA does 10-year forward contract locking up TSMCDave 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
247_004pure_playAIMusk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversionsDave Blundin45.4%unknownunknownpending
247_028pure_playAIMusk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departingDave Blundin45.4%unknownunknownpending
231_045pure_playAICorporations will start downplaying AI capabilities to avoid antitrust backlash.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
242_025pure_playReal Estate60% of LA parking will be released, becoming gardens and parksDave Blundin45.4%unknownunknownpending
234_002pure_playAIWithin 6 months to 2 years, AI will do absolutely everythingDave Blundin45.4%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
235_007pure_playGeopoliticsAI regulation window is this calendar year 2026 before chaos breaks out.Dave Blundin45.3%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
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_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
242_017pure_playAuto/TransportSelf-driving will become 95-97% safer than human drivingDave Blundin44.7%unknownunknownpending
242_059pure_playAuto/TransportSelf-flying eVTOLs will be the norm given AI safety advantagesDave Blundin44.7%unknownunknownpending
234_030pure_playAuto/TransportAuto insurance industry will shrink as crashes decline from self-drivingDave Blundin44.7%unknownunknownpending
246_055pure_playAIWe WILL figure out AI safety/regulation but only after something really bad happens.Dave Blundin44.6%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
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_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
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
232_012pure_playGeopoliticsUS-China AI situation about to get more complicated regarding open source models and secrets.Ben Horowitz43.7%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
241_008pure_playAIAI research agents will be limited only by electricity, with potentially millions possibleEric Schmidt43.4%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
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
234_013pure_playMarkets/StocksExtrapolating Anthropic growth, they will hit $1 trillion revenue in 2029Dave Blundin42.3%unknownunknownpending
246_044pure_playAITwo outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years.Dave Blundin42.3%unknownunknownpending
242_050pure_playRoboticsHumanoid robots will be over-engineered but will unlock supply chainDave Blundin42.2%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
238_037pure_playAINetwork effects, economics, and game theory will persist in AI agent economy (no singleton takeover)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_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
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_017pure_playAIA major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.Alex Wissner-Gross41.9%unknownunknownpending
230_003pure_playAIAI model release cycles will move toward daily, then hourly, then minutely releases.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
240_002pure_playMarkets/StocksAmazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIADave Blundin41.5%unknownunknownpending
242_036pure_playMarkets/StocksMid-cap/small-cap firms with high-labor ops will triple FCF while multiple compressesDave Blundin41.5%unknownunknownpending
240_011pure_playMarkets/StocksNVIDIA can grow another 2x into the 2nm node before being flooredDave Blundin41.5%unknownunknownpending
242_004pure_playMarkets/StocksMusk ecosystem will lap Nvidia by 1-2 orders of magnitudePeter Diamandis41.4%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_001pure_playAIAnthropic model family is closest to embodying the singularity and recursive self-improvement today.Alex Wissner-Gross41.3%unknownunknownpending
231_016pure_playAIPermissionless agent activity is imminent; Claude-style approval prompts will go away.Alex Wissner-Gross41.3%unknownunknownpending
231_025pure_playAIEvery frontier lab will launch 24/7 agent offerings (table stakes).Alex Wissner-Gross41.3%unknownunknownpending
247_011pure_playAIOpenAI user count will soon reach 1 billionAlex Wissner-Gross41.3%unknownunknownpending
235_041pure_playMarkets/StocksAnthropic implied valuation using PE ratio could be one quadrillion dollars.Dave Blundin41.3%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
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
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
247_023pure_playAIAI will be able to do everything a white collar worker does imminentlyDave Blundin40.8%unknownunknownpartial
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
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
237_021pure_playCryptoAlex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.Alex Finn40.2%unknownunknownpending
242_008pure_playEnergyDyson sphere will come before any fusion reactor is licensedDave Blundin40.0%unknownunknownpending
230_024pure_playBiotech/LongevityUnder a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Dave Blundin39.6%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
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
245_028pure_playBiotech/LongevityColossal's models and approach to synthetic biology will apply broadly to the fieldBen Lamm38.7%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
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
235_010pure_playAIPlugins/marketplaces will get built into baseline models and won't need to exist independently.Alex 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
247_053pure_playCryptoAI's largest risk to Bitcoin is irrelevance via AI agents not using itAlex Wissner-Gross38.1%unknownunknownpending
234_051pure_playConsumerClaude-facilitated dating will replace traditional matchmakingAlex 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_018pure_playAIGPT-5.3 and 5.5 or higher variants could launch in next 10 weeksAlex 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
244_015pure_playAuto/TransportAV insurance model (driver vs platform vs combination) is TBD for a young industryDara Khosrowshahi38.1%unknownunknownpending
238_034pure_playAISoftware developers should build for AI agents, not humans — agents are the new consumersAndrej Karpathy38.1%unknownunknownpending
247_029pure_playBiotech/LongevityOpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma companyAlex Wissner-Gross37.8%unknownunknownpending
245_040pure_playBiotech/LongevityBiovault model will expand; UAE is the first of multiple country partnershipsBen Lamm37.8%unknownunknownpending
240_007pure_playGeopoliticsRegulators will dust off antitrust legislation against NVIDIADave Blundin37.8%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
248_033pure_playAISuperhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.Dave Blundin36.7%unknownunknownpending
238_001pure_playAICost drop in AI models will make them much more accessible to many more peopleUnknown36.6%unknownunknownpending
242_048pure_playBiotech/LongevityFDA will move to zero clinical trial model given enough Bayesian/computational evidenceAlex Wissner-Gross36.4%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
242_031pure_playMarkets/StocksMost large companies' business models will be disrupted in 2-5 yearsPeter Diamandis36.1%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
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
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
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
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
246_032pure_playAIClaude or successors will be granted limited form of AI personhood.Alex Wissner-Gross34.7%unknownunknownpending
242_043pure_playAIAI models will distill down to a few million parameters as end-stateAlex Wissner-Gross34.7%unknownunknownpending
246_031pure_playAINext OpenClaw moment will turn $30B ARR into $1T ARR with agents.Alex Wissner-Gross34.7%unknownunknownpending
234_004pure_playAIMistral will emerge as a vertically integrated European OpenAIAlex 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
240_057pure_playAIOpenAI will have another day in the sun with core AI subscription strategyAlex Wissner-Gross34.7%unknownunknownpending
247_003pure_playAISettlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPOAlex Wissner-Gross34.6%unknownunknownpending
231_003pure_playAIMulti-agent teaming scaling will emerge as new scaling dimension for frontier models.Alex Wissner-Gross34.5%unknownunknownpending
247_026pure_playAIAnthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agentsAlex Wissner-Gross34.5%unknownunknownpending
242_023pure_playMacro/EconomyWorld will have 10x more wealth around 2034-2036Dave Blundin34.2%unknownunknownpending
238_040pure_playAIGoogle may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OSAlex 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
248_048pure_playAIAI models will move to a post-binary (sub-one-bit) numerical precision paradigm.Alex 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
233_008pure_playEducationPublic school adoption of Alpha model will take place in the second decade, not the first.Joe Liemandt32.3%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_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
229_038pure_playMacro/EconomyRobotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).Dave Blundin22.7%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

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Predictions where this ticker is displaced
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