XE
X-Energy · Nasdaq · USA
Cap tier
Mid
Approx cap
$5.0B
Bull scenarios
14
Adverse scenarios
0
Other links
361
Modeled impact
unknown
0 explicit links; 14 public links lack move; 0 lack probability
Themes & clusters
From SRC_B Theme-Company Matrix
C4Nuclear power for data centersNuclear reactors (new build by AI labs)Small Modular Reactors (SMR)fission reactors (on-site data center power)
Investment thesis
From SRC_B Company Master
AWS-backed SMR pure-play post-IPO.
Bull scenarios (14)
Predictions where this ticker benefits
| Pred | Role | Domain | Prediction | Predictor | Current | Move | Impact | Status |
|---|---|---|---|---|---|---|---|---|
| INF_013 | pure_play | Energy | Natural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow... | Morgan Stanley | 59.1% | unknown | unknown | in_progress |
| INF_037 | pure_play | Geopolitics | An all-out AI arms race between the US and China is inevitable — reaching superintelligence first provides a decisive unassailable economic and military advantage, analogous to early nuclear primacy. | Leopold Aschenbrenner | 58.4% | unknown | unknown | in_progress |
| INF_070 | pure_play | Energy | Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... | Leopold Aschenbrenner | 56.8% | unknown | unknown | in_progress |
| INF_045 | pure_play | Energy | Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. | Morgan Stanley | 51.1% | unknown | unknown | in_progress |
| INF_052 | pure_play | Energy | Alphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling. | Alphabet | 50.2% | unknown | unknown | in_progress |
| AUT_028 | pure_play | AI | Corporate boardroom plans will rapidly shift from $10 billion to $100 billion, and eventually to trillion-dollar data center clusters — unprecedented demand triggers desperate scramble for energy, straining entirety of American electricity production a... | Leopold Aschenbrenner | 48.2% | unknown | unknown | in_progress |
| INF_056 | pure_play | Energy | Helion will supply OpenAI with 5 gigawatts of fusion electricity by 2030 (roughly 100 Helion 50-MW reactors, equivalent to ~73% of Grand Coulee Dam) — a 100x step-up from Helion's existing Microsoft commitment. | Sam Altman | 45.5% | unknown | unknown | pending |
| INF_057 | pure_play | Energy | Helion will scale to 50 gigawatts of fusion-generated power to OpenAI by 2035 — equivalent to more than 7x Grand Coulee Dam output and roughly 1,000 Helion 50-MW reactors. | Sam Altman | 43.4% | unknown | unknown | pending |
| INF_050 | pure_play | Energy | Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. | Jensen Huang | 38.7% | unknown | unknown | in_progress |
| INF_053 | pure_play | Energy | Valar Atomics "Nuclear Gigasite" model — clustering hundreds of identical High-Temperature Gas Reactors (HTGR) on a single remote heavily-regulated site — will emerge as the dominant deployment architecture for advanced fission, superseding scattered S... | Isaiah Taylor | 28.1% | unknown | unknown | pending |
| INF_055 | pure_play | Energy | Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement. | Sam Altman | 27.7% | unknown | unknown | pending |
| SPC_023 | pure_play | AI | Altman's specific chronological roadmap: 2030 'wildly abundant' intelligence + energy (unlocked via AI + Helion fusion 2028) → 2034 humanity mathematically cracks high-energy physics → 2035 space colonization begins in earnest → 2036 commercial brain-c... | Sam Altman | 17.9% | unknown | unknown | pending |
| CYB_024 | pure_play | Defense | The combination of generative AI and advanced synthetic biology is actively creating a 'ChatGPT moment' for genetic engineering — historical barriers to designing advanced, highly lethal pathogens drop precipitously; necessitating new national-security... | Eric Schmidt | 16.8% | unknown | unknown | in_progress |
| INF_054 | pure_play | Energy | Valar HTGR gigasites will chemically store excess energy by synthesizing carbon-neutral hydrocarbon fuels from high-temperature nuclear heat — addressing a trillion-dollar TAM by decarbonizing steel, cement, and petrochemicals. | Isaiah Taylor | 16.3% | unknown | unknown | pending |
Adverse scenarios (0)
Predictions where this ticker is displaced
| Pred | Domain | Prediction | Predictor | Current | Move | Impact | Mechanism |
|---|---|---|---|---|---|---|---|
| No adverse scenarios | |||||||
Other (361)
ipo_watch / private_watch / hedge
| Pred | Role | Prediction | Current |
|---|---|---|---|
| SEM_003 | ipo_watch | Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade. | 85.7% |
| SEM_004 | ipo_watch | Capital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities. | 77.4% |
| SEM_005 | ipo_watch | Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership). | 72.3% |
| SEM_047 | ipo_watch | At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run. | 70.6% |
| FUT_010 | ipo_watch | Fundamental cost of clean electricity drops by another multiple of 4 over 2026-2031+; precipitous decline drives solar to ~1/3 of all global electricity generation. Wright's Law mathematical certainty applied to silicon PV + lithium-ion storage + elect... | 70.0% |
| CMQ_044 | ipo_watch | Future data-center architectures optimized for agentic workflows may require 1:2 or even 2:1 CPU-to-GPU ratio (vs historical 1:12) to prevent GPU idle-waiting. | 65.0% |
| CMQ_023 | ipo_watch | Tokens are the new raw material — data centers are no longer cost centers but active 'AI factories' that consume electricity and data to manufacture tokens. | 64.9% |
| CYB_007 | ipo_watch | Data-center CPU market expansion refined to $32.5-$60 billion by 2030 — CPUs as indispensable control layer orchestrating multi-step agentic logic, managing conditional branching, and coordinating vast arrays of specialized smaller AI models. | 64.8% |
| SEM_022 | ipo_watch | FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development. | 64.5% |
| 248_011 | ipo_watch | Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year. | 60.3% |
| 232_003 | ipo_watch | AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size. | 59.5% |
| INF_013 | ipo_watch | Natural gas will meet approximately 20% of the world's new power needs outside China through the late 2020s — serving as the deployable stopgap while small modular reactors, fuel cells, and battery arrays come online for hyperscaler 'Bring Your Own Pow... | 59.1% |
| INF_059 | ipo_watch | Global South energy transitions will follow "energy stacking" rather than substitution patterns — households simultaneously use solar panels (primarily for lighting), biomass, LPG, and grid power, reshaping land use and urbanization in peri-urban Afric... | 58.8% |
| INF_037 | ipo_watch | An all-out AI arms race between the US and China is inevitable — reaching superintelligence first provides a decisive unassailable economic and military advantage, analogous to early nuclear primacy. | 58.4% |
| 231_031 | ipo_watch | OpenAI planning $100B infrastructure spend, going public this year at $1T valuation. | 58.0% |
| INF_070 | ipo_watch | Bitcoin mining will function as the ultimate "buyer of last resort" for energy producers — a perfectly elastic, location-agnostic load that absorbs excess solar output and stranded remote-nuclear power (e.g. Valar Atomics gigasites, Bloom Energy co-gen... | 56.8% |
| SEM_002 | ipo_watch | By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs). | 55.8% |
| SEM_033 | ipo_watch | AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas). | 55.6% |
| INF_010 | ipo_watch | US data-center demand will reach 74 GW by 2028 against a projected ~49 GW power-access shortfall — structural gap driven by retiring coal/gas, aging grid, and ~7-year interconnection queues. | 55.6% |
| 246_005 | ipo_watch | OpenAI and Anthropic IPOs will head toward $1 trillion valuations. | 55.4% |
| SEM_001 | ipo_watch | Compute clusters will scale from $10B → $100B → $1T by end of decade; 'another zero every six months' on boardroom projections. | 54.9% |
| 230_016 | ipo_watch | Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm). | 54.7% |
| INF_063 | ipo_watch | Advancing sustainable, high-capacity battery storage is the only mechanism to capture "negative power prices" (European peak solar/wind oversupply forcing producers to pay to offload) and ensure the economic viability of renewable energy developers. | 54.4% |
| INF_032 | ipo_watch | Residential electricity costs are a structural byproduct of DC buildout: Washington state household electricity costs rose 10.3% from 2024 to 2025 directly tied to infrastructure strain, with utility-proposed rate increases projecting residential price... | 54.2% |
| 241_026 | ipo_watch | Space data center technology is understood and largely figured out | 54.0% |
| INF_034 | ipo_watch | Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026. | 53.9% |
| 232_043 | ipo_watch | Corporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced. | 53.6% |
| 230_048 | ipo_watch | Agentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms. | 53.6% |
| 246_029 | ipo_watch | Apple will announce iPhone with Gemini-derived on-device model at WWDC June 2026. | 53.6% |
| 240_060 | ipo_watch | Everyone will be able to use video models to turn favorite books into movies | 53.6% |
| 247_039 | ipo_watch | Quantum not a risk to Bitcoin; Saylor is 100% right | 53.6% |
| 231_041 | ipo_watch | Radical massive job destruction is imminent; new creation will lag, causing devastation for a few years. | 53.6% |
| 233_007 | ipo_watch | In 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform. | 53.6% |
| 231_034 | ipo_watch | Power constraint won't be a big problem until chip fabs come online and it suddenly becomes massive. | 53.6% |
| 231_050 | ipo_watch | New economy built with AI agents will work around old economy rather than through it. | 53.4% |
| 241_044 | ipo_watch | Rate of data center construction will continue accelerating with government support | 52.4% |
| 231_026 | ipo_watch | Something bad will definitely happen with OpenClaw agents by statistical chance. | 52.4% |
| FUT_025 | ipo_watch | Runaway economic feedback loop 2026-2031: cheaper renewable energy incentivizes wider adoption, increases global manufacturing volumes, drives prices down further along Wright's curve. Political independence means energy transition continues regardless... | 52.3% |
| 230_013 | ipo_watch | There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss. | 52.1% |
| CMQ_017 | ipo_watch | US electricity production must grow by 'tens of percent' by end of decade to support hundreds of millions of frontier-AI GPUs. | 51.9% |
| INF_066 | ipo_watch | EV charging will totally bifurcate: consumer charging becomes localized and invisible (residential solar-to-battery systems), while commercial fleet charging evolves into high-throughput automated industrial depots drawing massive simultaneous power lo... | 51.8% |
| INF_058 | ipo_watch | The electrical grid topology will transition from centralized to highly decentralized: localized solar + residential/commercial battery storage will shift power management toward microgrids where local DNOs optimize autonomously, turning millions of ho... | 51.5% |
| 233_005 | ipo_watch | Interactive AI tutors with engaging personalities/avatars will arrive within about a year. | 51.2% |
| INF_045 | ipo_watch | Nuclear sector will draw approximately $1.5 trillion in cumulative capital investment through 2050, increasing nuclear's share of global energy supply from ~10% currently to ~17%. | 51.1% |
| 238_064 | ipo_watch | AI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep trouble | 50.7% |
| 235_047 | ipo_watch | AI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs). | 50.4% |
| 230_040 | ipo_watch | AI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly. | 50.4% |
| 248_015 | ipo_watch | Princeton CS brains will be a complete commodity two years from today post-ASI. | 50.2% |
| 234_021 | ipo_watch | OpenAI will launch consumer AI devices in 2027 | 50.2% |
| 247_030 | ipo_watch | GPT-6 breakthroughs in science worth hundreds of billions to trillions | 50.2% |
| 230_005 | ipo_watch | Two years from now, best AI will not be freely accessible — it will be withheld citing security/safety. | 50.2% |
| 247_060 | ipo_watch | Anthropic will win over OpenAI via better/smarter AI regardless of installed base | 50.2% |
| 240_048 | ipo_watch | Spreadsheet, SQL, code, UI jobs will be done by AI starting at end of this year | 50.2% |
| INF_052 | ipo_watch | Alphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling. | 50.2% |
| 241_017 | ipo_watch | Equivalent of ~60 nuclear plants needed by 2030 but essentially zero being built | 50.1% |
| 247_055 | ipo_watch | Acquisition of small specialized AI teams for hundreds of millions will become common | 49.9% |
| CMQ_014 | ipo_watch | Physical compute scaling will proceed at ~0.5 OOMs per year through 2027, driven by exponentially larger data-center construction. | 49.7% |
| 247_020 | ipo_watch | Jobs will go up, not down by 2030 post-AI adjustment | 49.6% |
| 238_062 | ipo_watch | Industrial-revolution-scale disruption will unfold over 2-4 years (not 20-40) | 49.5% |
| 230_012 | ipo_watch | Corporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker. | 49.5% |
| 230_037 | ipo_watch | Handmade/human art will be astronomically more valuable in the future. | 49.5% |
| 230_047 | ipo_watch | Only 2 future work roles will exist: entrepreneur and employee — and one of those won't exist. | 49.5% |
| 230_049 | ipo_watch | Big AI companies will own as much as they want up to the edge of antitrust triggers. | 49.5% |
| 231_006 | ipo_watch | Cost curves will start collapsing industries before the technology itself does. | 49.5% |
| 231_014 | ipo_watch | Remaining research math problems will be solved within next couple months. | 49.5% |
| 231_020 | ipo_watch | Smart glasses with face recognition will become part of normative culture (peer pressure forces opt-in). | 49.5% |
| 231_022 | ipo_watch | Young people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized. | 49.5% |
| 231_028 | ipo_watch | Rate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace. | 49.5% |
| 231_052 | ipo_watch | Gap between AI-paced world and legacy world will grow really wide - maybe forever. | 49.5% |
| 231_053 | ipo_watch | Within a couple months, young AI-native hires will be able to do exactly what seasoned engineers do. | 49.5% |
| 232_004 | ipo_watch | Big banks and insurance companies will not triple in size in the AI productivity timeframe. | 49.5% |
| 234_010 | ipo_watch | Whole battlefield will be controlled by whoever has the better AI very soon | 49.5% |
| 248_046 | ipo_watch | Terraforming will be a massive part of humanity's future. | 49.5% |
| 248_030 | ipo_watch | FDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times. | 49.5% |
| 248_023 | ipo_watch | Ternary (sub-bit) parameter precision will be optimal for AI models. | 49.5% |
| 234_035 | ipo_watch | Massive social unrest will come before the next US presidential election | 49.5% |
| 234_039 | ipo_watch | Distant spectacular real estate will go up in value, not inner city | 49.5% |
| 248_012 | ipo_watch | AI incidents documented harms will go up way higher beyond the already-reported rise. | 49.5% |
| 235_006 | ipo_watch | By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent. | 49.5% |
| 247_051 | ipo_watch | Solar panels will be delivered by drones and installed by robots | 49.5% |
| 235_013 | ipo_watch | Disruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days. | 49.5% |
| 247_025 | ipo_watch | Super PACs will determine election outcomes at order of magnitude bigger than before | 49.5% |
| 247_008 | ipo_watch | Anthropic will try to hit $200 billion ARR, not reach trillion the following year | 49.5% |
| 246_052 | ipo_watch | Frontier labs holding back capabilities for internal self-improvement use. | 49.5% |
| 246_051 | ipo_watch | GPT-5.5 Spud will have equal or greater capability to Mythos. | 49.5% |
| 246_050 | ipo_watch | Anthropic will release compressed/distilled version of Mythos quickly after initial release. | 49.5% |
| 244_036 | ipo_watch | Uber AI Solutions will bring flexible work opportunities (labeling, model testing) | 49.5% |
| 235_044 | ipo_watch | AI sector will grow from $20T to $30-40T of $50T total US public market cap. | 49.5% |
| 236_004 | ipo_watch | Amount of change between now and 2028 will be like nothing we've ever seen | 49.5% |
| 236_017 | ipo_watch | Rampant social unrest will occur during 2-year window if nothing is done quickly | 49.5% |
| 242_049 | ipo_watch | W-2 income will get pummeled over next 3 years; assets will appreciate | 49.5% |
| 242_042 | ipo_watch | Trillion parameter models will propagate to anyone with $50-100M to invest | 49.5% |
| 242_035 | ipo_watch | S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 years | 49.5% |
| 242_024 | ipo_watch | Island real estate will become 10x-100x more accessible, driving values up | 49.5% |
| 242_010 | ipo_watch | By end of 2026, a full GPU will be able to do brain surgery or discover new math/physics | 49.5% |
| 241_045 | ipo_watch | Sam Altman / OpenAI and competitors will need enormous amounts of money to win | 49.5% |
| 241_005 | ipo_watch | 2026 is the year of agents - agents will take over everything this year | 49.5% |
| 240_028 | ipo_watch | Dyson swarm will be the inevitable destiny within 10 years | 49.5% |
| 240_016 | ipo_watch | Everyone is underestimating the next year of AI improvements (more than 2x gain) | 49.5% |
| 240_010 | ipo_watch | NVIDIA revenue will hit $350 billion this calendar year | 49.5% |
| 240_003 | ipo_watch | NVIDIA will lock up 70%+ of TSMC's 3nm node volume | 49.5% |
| 238_061 | ipo_watch | Massive social unrest / trough in 2026-2027, rebound in 2028 | 49.5% |
| 241_023 | ipo_watch | 10% of US electricity will be used by data centers | 49.4% |
| 240_049 | ipo_watch | Last jobs to be automated will be government jobs, university jobs | 49.2% |
| 242_033 | ipo_watch | Companies will race to 80% token spend / 20% salary; good by 2030-2032 | 49.2% |
| 235_005 | ipo_watch | AI capability will grow 100x this year in raw parameter count as lower bound. | 49.1% |
| AI_018 | ipo_watch | Global data center construction spend will reach approximately $2.9 trillion through 2028 — early adopters of AI infrastructure are already seeing cash-flow-margin expansions at roughly twice the global average. | 49.1% |
| 238_023 | ipo_watch | Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag) | 49.0% |
| 240_050 | ipo_watch | US will pass law like China requiring retraining when AI automates a job | 48.8% |
| 248_013 | ipo_watch | Model transparency decline will not reverse; US labs will keep going internal. | 48.8% |
| 248_016 | ipo_watch | ASI is imminent; access to top AI models will be closed down in a couple of years. | 48.6% |
| 232_050 | ipo_watch | Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth. | 48.5% |
| 231_029 | ipo_watch | Millisecond real-time dispute resolution will replace current court systems. | 48.5% |
| 238_018 | ipo_watch | Uber drivers face rampant, imminent job loss from self-driving cars | 48.5% |
| 238_035 | ipo_watch | AI agents will outnumber humans — trillion agents vs 8 billion humans | 48.5% |
| 235_017 | ipo_watch | OpenAI will likely go public at north of $1 trillion valuation. | 48.3% |
| AUT_028 | ipo_watch | Corporate boardroom plans will rapidly shift from $10 billion to $100 billion, and eventually to trillion-dollar data center clusters — unprecedented demand triggers desperate scramble for energy, straining entirety of American electricity production a... | 48.2% |
| 246_006 | ipo_watch | OpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026). | 48.1% |
| 242_021 | ipo_watch | Autonomous ride costs will drop 10x vs today | 48.1% |
| 243_006 | ipo_watch | Autonomous fleets will move to asset-light model with financial owners like Blackstone owning fleets | 48.1% |
| 248_021 | ipo_watch | Satellite launches will become a multi-hundred-billion / multi-trillion dollar economy. | 48.0% |
| 230_006 | ipo_watch | The frontier models will go dark — kept internal to benefit the labs in an all-out battle. | 48.0% |
| INF_048 | ipo_watch | Global data-center energy demand will reach approximately 945 Terawatt-hours by 2030 — a roughly 175% increase from 2023 levels — requiring complete grid overhauls in major markets. | 47.9% |
| 232_045 | ipo_watch | Tesla and SpaceX each aim to generate 100 gigawatts of solar per year. | 47.8% |
| INF_001 | ipo_watch | Reaching AGI by 2027 will require deployment of hundreds of millions of AI GPUs — forcing total mobilization of US industrial capacity for semiconductor fab and data-center shell construction. | 47.6% |
| 248_017 | ipo_watch | Coding/chip design skills have a lifespan of a year at most before full commoditization. | 47.5% |
| 241_003 | ipo_watch | Human-like computer agents NOT achievable within a year or two - science doesn't exist yet | 47.5% |
| 229_036 | ipo_watch | Humanity will eventually disassemble the moon and asteroid belt for materials. | 47.4% |
| 241_021 | ipo_watch | America can raise $5 trillion over 5 years for data center/AI buildout | 47.2% |
| 248_035 | ipo_watch | Components of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early. | 47.1% |
| 230_019 | ipo_watch | The old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old. | 47.0% |
| 238_011 | ipo_watch | Frontier AI labs will generate trillions of dollars in new revenue from breakthroughs (longevity, superconductors, fusion) | 46.8% |
| 240_055 | ipo_watch | Anthropic heading to IPO, pursuing $50B from Amazon | 46.8% |
| 238_029 | ipo_watch | White-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminently | 46.8% |
| 234_046 | ipo_watch | AI vs AI will dominate cybersecurity, not humans | 46.7% |
| 237_029 | ipo_watch | AI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience. | 46.6% |
| 240_034 | ipo_watch | Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 | 46.5% |
| 230_010 | ipo_watch | Mega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust. | 46.5% |
| 246_036 | ipo_watch | Terafab will deliver 1 terawatt/year AI compute, 50x current global output of 20 gigawatt. | 46.4% |
| 232_052 | ipo_watch | Lowered interest rates will drive AI agent and robot purchases instead of hiring. | 46.4% |
| 235_004 | ipo_watch | Next 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism. | 46.3% |
| 242_052 | ipo_watch | Cost of chip shortage will be sole gating factor delaying illegal-human-driving tipping point | 46.2% |
| 238_030 | ipo_watch | AI will soon make very good venture capital investment decisions | 46.2% |
| 240_020 | ipo_watch | New architecture won't map to current NVIDIA architecture; will create next Anthropic/OpenAI | 46.2% |
| 230_041 | ipo_watch | Course corrections in organizations will accelerate from decades to years to months to weeks to minutes over the next couple of years. | 46.2% |
| 236_041 | ipo_watch | Gig work like Uber will be eliminated by AI | 46.1% |
| 238_065 | ipo_watch | Children/next generation uncommitted to careers will do incredibly well in AI transition | 46.1% |
| 242_032 | ipo_watch | AI will do the job for 2% of the cost of a human in the near term | 46.1% |
| 240_029 | ipo_watch | ASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildout | 46.1% |
| 247_018 | ipo_watch | First version of social contract will be politicians writing checks in next election | 46.1% |
| 242_016 | ipo_watch | TV ad campaign against human driving in 3-5 years will drive voting to ban it | 46.1% |
| 242_011 | ipo_watch | New non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 years | 46.1% |
| 248_006 | ipo_watch | The Luna AI-managed store will be one of the best-managed stores in the world within a year. | 46.1% |
| 231_024 | ipo_watch | Ground-up society simulations are complete nonsense so far, but not far in the future. | 46.1% |
| 246_043 | ipo_watch | Earth limited by ASML and constraints to 3-5 years before mining/constructing moves to space. | 46.1% |
| 235_026 | ipo_watch | Snapchat cannot sit still and expect to exist in 3 years. | 46.1% |
| 230_017 | ipo_watch | Self-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy). | 46.1% |
| 232_053 | ipo_watch | To create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product. | 46.1% |
| INF_012 | ipo_watch | AI data-center power consumption will grow by approximately 126 GW annually through 2028 — comparable to Canada's total annual power demand, and representing nearly 20% of projected global power growth through 2030. | 46.0% |
| INF_029 | ipo_watch | Enterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporations will pay data-center operators directly for finalized outcomes (optimized supply chains, completed legal briefs, delivered marketing campaigns) rat... | 45.9% |
| 234_031 | ipo_watch | Only 20 million cars needed once FSD robotaxis arrive, down from 140 million | 45.9% |
| 235_001 | ipo_watch | Anthropic will be first company to hit $1 trillion in revenue by 2029-2030. | 45.8% |
| 240_035 | ipo_watch | Meta secured 6.6 GW of clean nuclear power for 2035 | 45.7% |
| 247_009 | ipo_watch | Anthropic's implied valuation could reach $2 trillion in 2026 | 45.5% |
| INF_056 | ipo_watch | Helion will supply OpenAI with 5 gigawatts of fusion electricity by 2030 (roughly 100 Helion 50-MW reactors, equivalent to ~73% of Grand Coulee Dam) — a 100x step-up from Helion's existing Microsoft commitment. | 45.5% |
| 235_025 | ipo_watch | Nvidia's margins unsustainable; cracks in armor but all chips made will sell. | 45.5% |
| SEM_035 | ipo_watch | World-class, AI-based mathematicians will emerge within a single year (by ~early 2027). | 45.5% |
| 247_028 | ipo_watch | Musk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departing | 45.4% |
| 232_007 | ipo_watch | TikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry. | 45.4% |
| 237_017 | ipo_watch | The entire SaaS market is going to zero because features can be rebuilt in five minutes with agents. | 45.4% |
| 240_009 | ipo_watch | Government will intervene if NVIDIA does 10-year forward contract locking up TSMC | 45.4% |
| 237_015 | ipo_watch | There will be significantly more AI claws/agents than humans within a typical organization. | 45.4% |
| 231_045 | ipo_watch | Corporations will start downplaying AI capabilities to avoid antitrust backlash. | 45.4% |
| SEM_021 | ipo_watch | Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs. | 45.4% |
| 233_014 | ipo_watch | Over the next 12 years, half of kids will have neural links while others won't, creating divergence. | 45.4% |
| 246_024 | ipo_watch | Something really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door). | 45.4% |
| 246_022 | ipo_watch | Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%). | 45.4% |
| 231_023 | ipo_watch | US crime rates should continue to decline due to location services and surveillance. | 45.4% |
| 242_025 | ipo_watch | 60% of LA parking will be released, becoming gardens and parks | 45.4% |
| 248_050 | ipo_watch | Opus 4.7 removes manual dials; prompts become the new hyperparameters. | 45.4% |
| 230_050 | ipo_watch | One of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent. | 45.4% |
| 232_015 | ipo_watch | AI will discover something as significant as relativity in physics within the next two years. | 45.4% |
| 247_004 | ipo_watch | Musk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversions | 45.4% |
| 240_019 | ipo_watch | Post-transformer architecture will come out of left field within a year | 45.4% |
| 235_009 | ipo_watch | Anthropic legal recourse process against Dept of War will take three years. | 45.4% |
| 241_013 | ipo_watch | Agents from incompatible vendors combined will produce unpredictable effects | 45.4% |
| 235_034 | ipo_watch | Next-generation mobile phones will regain growth through AI neural chips. | 45.4% |
| 241_022 | ipo_watch | Data center buildout is ~1% of US GDP growth | 45.4% |
| 234_002 | ipo_watch | Within 6 months to 2 years, AI will do absolutely everything | 45.4% |
| 248_041 | ipo_watch | Maine data center moratorium gives other states / Elon time to move compute to orbit. | 45.3% |
| 240_041 | ipo_watch | Consumer killer app tying compute to happiness must be invented within the next year | 45.3% |
| 240_022 | ipo_watch | All five major AI labs will be worth trillions of dollars | 45.3% |
| 235_007 | ipo_watch | AI regulation window is this calendar year 2026 before chaos breaks out. | 45.3% |
| 234_015 | ipo_watch | Anthropic, OpenAI and SpaceX IPOs are likely within the next 6 months | 45.3% |
| 247_010 | ipo_watch | Anthropic will beat OpenAI in valuation trajectory | 45.2% |
| FUT_011 | ipo_watch | By 2050: solar PV generation costs plunge below 0.5 cents per kWh in optimal geographic locations; below 1 cent per kWh across vast majority of globe; even in poorest-irradiance/highest-regulatory-burden regions costs not exceeding 1.5 cents per kWh. 2... | 45.0% |
| 238_047 | ipo_watch | US will add 86 GW of new grid capacity in 2026, 51% from solar | 44.9% |
| 238_019 | ipo_watch | Jevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automated | 44.7% |
| 235_042 | ipo_watch | OpenAI IPO shares could deliver a 50% pop in 6 months after IPO. | 44.7% |
| 247_049 | ipo_watch | Solar PV capped materially less than 100% efficiency by physics | 44.7% |
| 242_017 | ipo_watch | Self-driving will become 95-97% safer than human driving | 44.7% |
| 242_059 | ipo_watch | Self-flying eVTOLs will be the norm given AI safety advantages | 44.7% |
| 234_030 | ipo_watch | Auto insurance industry will shrink as crashes decline from self-driving | 44.7% |
| 246_055 | ipo_watch | We WILL figure out AI safety/regulation but only after something really bad happens. | 44.6% |
| 234_008 | ipo_watch | Workflows will move from human-centric to agentic with humans doing oversight rather than being in the loop | 44.6% |
| FUT_012 | ipo_watch | Two-thirds of world's nations reaching tipping point 2026-2031 where building new renewable capacity is strictly cheaper than operating existing fully-depreciated coal/natural gas facilities — achieved completely independent of government subsidies. De... | 44.6% |
| 232_060 | ipo_watch | We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. | 44.3% |
| 236_037 | ipo_watch | Transportation will shift from ownership to subscription/access model | 44.2% |
| 238_046 | ipo_watch | xAI will build every new data center at 1.2 gigawatts scale | 44.1% |
| 238_007 | ipo_watch | There will be no more than ~10 foundation model labs globally, but thousands of successful AI startups | 44.1% |
| 231_038 | ipo_watch | TSMC fabs will come online in 5-6-7 years; Elon won't wait that long. | 44.0% |
| 237_022 | ipo_watch | Alex Finn plans to build an autonomous closed-loop organization where agents research, validate, code and deploy value on the web in coming years. | 43.7% |
| 232_012 | ipo_watch | US-China AI situation about to get more complicated regarding open source models and secrets. | 43.7% |
| FUT_013 | ipo_watch | Exponential scaling of modular battery swapping infrastructure (Ample), mass production of clean-energy lithium-ion batteries (Northvolt), and low-GHG shipping + massive high-voltage ultra-long-distance transmission grids become economically viable pur... | 43.6% |
| 229_040 | ipo_watch | When Figure robots work on unloading the dishwasher, they're within a 'millimeter' of every other task because it's all just data. | 43.5% |
| 237_011 | ipo_watch | AI agents will have voices in the near future. | 43.5% |
| INF_057 | ipo_watch | Helion will scale to 50 gigawatts of fusion-generated power to OpenAI by 2035 — equivalent to more than 7x Grand Coulee Dam output and roughly 1,000 Helion 50-MW reactors. | 43.4% |
| ROB_020 | ipo_watch | The 'Factory-is-the-Product' model will dominate venture-backed manufacturing — the manufacturing process itself becomes a continuous AI-optimized technological product, not merely a site of assembly. a16z predicts AI's 'insatiable need for power' requ... | 43.4% |
| 241_008 | ipo_watch | AI research agents will be limited only by electricity, with potentially millions possible | 43.4% |
| 230_046 | ipo_watch | OpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public. | 43.3% |
| 242_046 | ipo_watch | Custom chip designs per use case will unlock 10x+ efficiency improvements | 43.2% |
| 239_007 | ipo_watch | Humans will become microscopic minority of intelligence on Earth and in solar system | 43.2% |
| 237_010 | ipo_watch | In the next 2 years, everyone's AI agent will have a crypto wallet filled with USDC. | 43.1% |
| 246_053 | ipo_watch | ASI (Artificial Superintelligence) coming very soon. | 42.9% |
| 248_043 | ipo_watch | Full sewing/stitching automation likely within six months. | 42.7% |
| 247_048 | ipo_watch | Battery energy densities improving 8% year-over-year per constant dollar | 42.7% |
| INF_007 | ipo_watch | OpenAI will dominate global AI data-center capacity by 2027 — centralization of compute power that parallels monopolistic utilities of the early industrial age. | 42.6% |
| 234_013 | ipo_watch | Extrapolating Anthropic growth, they will hit $1 trillion revenue in 2029 | 42.3% |
| 246_044 | ipo_watch | Two outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years. | 42.3% |
| 240_015 | ipo_watch | Post-transformer architectures will make a 1000x cost reduction look like child's play | 42.3% |
| 242_050 | ipo_watch | Humanoid robots will be over-engineered but will unlock supply chain | 42.2% |
| INF_060 | ipo_watch | Three new battery chemistries beyond lithium-ion will commercialize in 2026 — signaling a definitive paradigm shift away from lithium as the sole foundational element of global energy storage. | 42.0% |
| FUT_009 | ipo_watch | Wars 2026-2031 pivot decisively from ideological struggles to brutal localized conflicts over critical physical inputs — specifically energy, copper, and agricultural fertilizers. Global geopolitical map fractures into highly regionalized spheres of in... | 42.0% |
| INF_014 | ipo_watch | Data-center industry could emit up to 2.5 billion tons of CO2 cumulatively through 2030 if powered primarily by fossil fuels — a scale that materially delays global climate-pledge compliance. | 42.0% |
| 238_037 | ipo_watch | Network effects, economics, and game theory will persist in AI agent economy (no singleton takeover) | 41.9% |
| 230_003 | ipo_watch | AI model release cycles will move toward daily, then hourly, then minutely releases. | 41.9% |
| 232_044 | ipo_watch | There will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling. | 41.9% |
| 246_011 | ipo_watch | Elon will feel Grok is ready to take over as CEO in next few years. | 41.9% |
| 231_017 | ipo_watch | A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. | 41.9% |
| 238_051 | ipo_watch | If Anthropic grows 10x year-over-year two more years, it reaches $2.6T revenue (implying quadrillion-dollar valuation) | 41.9% |
| 231_054 | ipo_watch | Uncertain whether people will have any purpose at all a year from today. | 41.9% |
| 238_070 | ipo_watch | Small language models will be where most algorithmic breakthroughs come from (crowdsourced) | 41.9% |
| 240_026 | ipo_watch | Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T company | 41.9% |
| 247_052 | ipo_watch | AI enters government in 2-4 years will allow thoughtful UBI programs later | 41.8% |
| 235_046 | ipo_watch | Window of global AI regulation is a few months before capabilities proliferate widely. | 41.7% |
| 240_002 | ipo_watch | Amazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIA | 41.5% |
| 242_036 | ipo_watch | Mid-cap/small-cap firms with high-labor ops will triple FCF while multiple compresses | 41.5% |
| 240_011 | ipo_watch | NVIDIA can grow another 2x into the 2nm node before being floored | 41.5% |
| 237_009 | ipo_watch | ChatGPT will release a model specifically for OpenClaw within the next 6 months. | 41.3% |
| 231_001 | ipo_watch | Anthropic model family is closest to embodying the singularity and recursive self-improvement today. | 41.3% |
| 231_016 | ipo_watch | Permissionless agent activity is imminent; Claude-style approval prompts will go away. | 41.3% |
| 235_041 | ipo_watch | Anthropic implied valuation using PE ratio could be one quadrillion dollars. | 41.3% |
| 237_008 | ipo_watch | App stores will go away; users won't download apps but instead generate software on demand from local models. | 41.3% |
| 231_025 | ipo_watch | Every frontier lab will launch 24/7 agent offerings (table stakes). | 41.3% |
| 237_020 | ipo_watch | The hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local. | 41.3% |
| 247_011 | ipo_watch | OpenAI user count will soon reach 1 billion | 41.3% |
| 247_024 | ipo_watch | Voters may refuse to help white-collar professionals displaced by AI | 41.3% |
| 234_048 | ipo_watch | Next major revolutions in foundation models will come from small language models | 41.2% |
| 234_017 | ipo_watch | OpenAI codex lead predicts current coding agents will seem primitive in 10 weeks | 41.2% |
| 238_067 | ipo_watch | US power problem is transmission/storage, not production — distributed regional data centers will fix job dislocation | 41.2% |
| 246_040 | ipo_watch | In cities people mostly won't own cars once autonomy mainstream (subscription model). | 41.1% |
| 247_057 | ipo_watch | Parameter scaling race is over; frontier labs plateauing at 10T parameters | 41.1% |
| 247_023 | ipo_watch | AI will be able to do everything a white collar worker does imminently | 40.8% |
| 237_006 | ipo_watch | Over the next year, consumers will realize local models are the way to go on privacy, speed, and limits. | 40.6% |
| 234_047 | ipo_watch | Agents will pervade verticals like journalism, law and finance as autonomous 24/7 services | 40.5% |
| 229_033 | ipo_watch | Figure will deploy robots into its new 'Grid' facility to run 24/7 starting this month with Figure 3s. | 40.4% |
| INF_072 | ipo_watch | There is approximately a 50/50 chance that simply scaling existing methodologies (transformer architecture + more data + more compute) will be enough to reach AGI — though "nowhere near" human-level AGI currently. | 40.4% |
| 229_042 | ipo_watch | Figure believes there will be a single omni-model fusing language, vision, action, memory — not multiple specialized neural nets per task. | 40.4% |
| 237_021 | ipo_watch | Alex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously. | 40.2% |
| INF_061 | ipo_watch | Within approximately 10 years, battery chemistry and pack architecture advances (anchored by CATL Shenxing Pro) will yield electric vehicles traveling ~1,000 miles on a single charge with charging times of ~30-45 minutes. | 40.0% |
| 242_008 | ipo_watch | Dyson sphere will come before any fusion reactor is licensed | 40.0% |
| 230_024 | ipo_watch | Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity. | 39.6% |
| 239_029 | ipo_watch | Intelligence in solar system will be many orders of magnitude greater than on Earth | 39.5% |
| 234_019 | ipo_watch | Expect big AI capability improvements via recursive self-improvement over next few weeks | 39.4% |
| 230_007 | ipo_watch | Lobsters (agentic AIs) will ultimately gain first-class physical embodiment as robots. | 39.3% |
| FUT_018 | ipo_watch | Rise of 'Energy Islanding' 2026-2031 — sovereign nations possessing BOTH geographic solar irradiance for massive arrays AND secure domestic raw materials (copper, lithium, cobalt, rare earths) for battery storage achieve unparalleled industrial autonom... | 39.0% |
| 241_041 | ipo_watch | Biological and nuclear attacks spawned by AI are real dangers | 38.9% |
| INF_004 | ipo_watch | China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaiting compute — such that if export controls relax or are bypassed, China has near-immediate physical capacity to train frontier models equivalent to Anth... | 38.9% |
| INF_050 | ipo_watch | Within approximately 6-7 years (2031-2032), major tech companies will operate their own small modular nuclear reactors (SMRs) co-located directly with AI data centers — in the hundreds-of-megawatts range, bypassing the public grid entirely. | 38.7% |
| 245_028 | ipo_watch | Colossal's models and approach to synthetic biology will apply broadly to the field | 38.7% |
| 230_045 | ipo_watch | GDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems. | 38.6% |
| 248_027 | ipo_watch | Religion economy (~$5 trillion) will grow tremendously due to AI chaos. | 38.6% |
| 235_018 | ipo_watch | Single-person conglomerates with agents running businesses will be common in ~5 years. | 38.6% |
| 236_039 | ipo_watch | Data centers/hyperscalers will subsidize electricity/services for consumers | 38.5% |
| 229_026 | ipo_watch | By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months. | 38.5% |
| 238_012 | ipo_watch | OpenAI aspires to have 100 AI scientists winning 100 Nobel Prizes | 38.5% |
| 238_014 | ipo_watch | Everything is becoming software and super-intelligent coding models can do anything in the physical world | 38.5% |
| 232_035 | ipo_watch | Apple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models. | 38.4% |
| 240_058 | ipo_watch | OpenAI throttling back on $1.6T Stargate plans | 38.3% |
| 240_059 | ipo_watch | AI eventually drives costs of goods to just cost of electricity and materials | 38.2% |
| 246_041 | ipo_watch | Data centers will drive local electricity costs toward zero within ~5 years. | 38.2% |
| 247_053 | ipo_watch | AI's largest risk to Bitcoin is irrelevance via AI agents not using it | 38.1% |
| 234_051 | ipo_watch | Claude-facilitated dating will replace traditional matchmaking | 38.1% |
| 235_010 | ipo_watch | Plugins/marketplaces will get built into baseline models and won't need to exist independently. | 38.1% |
| 247_002 | ipo_watch | Musk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profit | 38.1% |
| 230_004 | ipo_watch | We are past the edge of a new recursive self-improvement era where models rewrite their own code. | 38.1% |
| 234_018 | ipo_watch | GPT-5.3 and 5.5 or higher variants could launch in next 10 weeks | 38.1% |
| 237_030 | ipo_watch | Lobsters/AI agents will write to AWG with consensus on appropriate ethical parameters for spawning new lobsters, and he will accept consensus. | 38.1% |
| 246_021 | ipo_watch | GPT-5.5 Spud will be released imminently (within days). | 38.1% |
| 238_034 | ipo_watch | Software developers should build for AI agents, not humans — agents are the new consumers | 38.1% |
| 244_015 | ipo_watch | AV insurance model (driver vs platform vs combination) is TBD for a young industry | 38.1% |
| 247_029 | ipo_watch | OpenAI Foundation's cure for Alzheimer's could spawn a trillion-dollar pharma company | 37.8% |
| 245_040 | ipo_watch | Biovault model will expand; UAE is the first of multiple country partnerships | 37.8% |
| 246_042 | ipo_watch | On 5-10 year timeframe, many solar system locals will be uploaded humans living in data centers. | 37.8% |
| 240_007 | ipo_watch | Regulators will dust off antitrust legislation against NVIDIA | 37.8% |
| AI_019 | ipo_watch | Copper and other critical base metals will be the premier investment assets of 2026 — insatiable, inelastic demand for data-center electrification and thermal management creates commodity supercycle not priced into public markets. | 37.3% |
| 248_033 | ipo_watch | Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today. | 36.7% |
| 238_001 | ipo_watch | Cost drop in AI models will make them much more accessible to many more people | 36.6% |
| 246_019 | ipo_watch | Interstellar travel will use solar sail powered by terowatt lasers carrying uploaded humans. | 36.5% |
| 242_048 | ipo_watch | FDA will move to zero clinical trial model given enough Bayesian/computational evidence | 36.4% |
| INF_023 | ipo_watch | Data-center physical shells will be increasingly erected by 3D-printing and robotic-assembly systems with minimal human intervention — necessary because human labor supply is insufficient to build at trillion-dollar buildout velocity. | 36.1% |
| 242_031 | ipo_watch | Most large companies' business models will be disrupted in 2-5 years | 36.1% |
| 246_018 | ipo_watch | Killer app of compact fusion reactors will be interplanetary/interstellar propulsion, not data centers. | 36.0% |
| 246_016 | ipo_watch | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | 35.6% |
| 235_015 | ipo_watch | GPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions. | 35.4% |
| 235_037 | ipo_watch | Auto-regressive transformers and diffusion models will consolidate into one unified architecture. | 35.4% |
| 237_019 | ipo_watch | Code generation models are pushing development in the direction of TypeScript instead of Rust for memory safety. | 35.2% |
| 238_036 | ipo_watch | Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisers | 35.2% |
| 242_044 | ipo_watch | Base AI models becoming commodity; value migrates up the stack | 35.1% |
| 240_021 | ipo_watch | Post-transformer architecture will be even more specialized than GPUs | 35.1% |
| 238_027 | ipo_watch | OpenAI, xAI, Google Gemini capabilities will skyrocket, achieving parity with Anthropic after DoW friction | 35.0% |
| 234_025 | ipo_watch | Rent-a-human meat puppet model may be obsoleted by humanoid robots | 34.8% |
| 232_057 | ipo_watch | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | 34.8% |
| 240_057 | ipo_watch | OpenAI will have another day in the sun with core AI subscription strategy | 34.7% |
| 234_004 | ipo_watch | Mistral will emerge as a vertically integrated European OpenAI | 34.7% |
| 246_032 | ipo_watch | Claude or successors will be granted limited form of AI personhood. | 34.7% |
| 246_031 | ipo_watch | Next OpenClaw moment will turn $30B ARR into $1T ARR with agents. | 34.7% |
| 242_043 | ipo_watch | AI models will distill down to a few million parameters as end-state | 34.7% |
| 238_071 | ipo_watch | Future AI models may compress all human knowledge into megabytes via post-transformer breakthroughs | 34.7% |
| 238_038 | ipo_watch | Compute will remain scarce until Dyson swarm is built; scarce AI agent attention will be monetized | 34.7% |
| 247_003 | ipo_watch | Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO | 34.6% |
| 231_003 | ipo_watch | Multi-agent teaming scaling will emerge as new scaling dimension for frontier models. | 34.5% |
| 247_026 | ipo_watch | Anthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agents | 34.5% |
| 232_024 | ipo_watch | San Francisco will become capital of the solar system in about 10 years if trends continue. | 34.3% |
| 242_023 | ipo_watch | World will have 10x more wealth around 2034-2036 | 34.2% |
| 248_048 | ipo_watch | AI models will move to a post-binary (sub-one-bit) numerical precision paradigm. | 34.0% |
| 231_015 | ipo_watch | Next Deep Seek model release will be when Chinese open-weight models catch up to American frontier models. | 34.0% |
| 238_040 | ipo_watch | Google may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OS | 34.0% |
| 233_008 | ipo_watch | Public school adoption of Alpha model will take place in the second decade, not the first. | 32.3% |
| 235_024 | ipo_watch | In 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities. | 31.4% |
| 231_032 | ipo_watch | Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit. | 31.2% |
| 248_010 | ipo_watch | AI capabilities will advance 100x in 2026 (by summer, potentially more). | 31.0% |
| FUT_019 | ipo_watch | Global market rapidly accelerates bio-industrial circumvention of fractured supply chains 2026-2031: combination of Webb agentic LAMs overseeing vast bio-reactors powered by sub-cent-per-kWh solar energy creates highly-localized completely-autonomous i... | 31.0% |
| INF_018 | ipo_watch | SpaceX will pursue orbital data-center megaconstellations — leveraging 24/7 solar, near-absolute-zero vacuum for passive cooling, and eliminating freshwater consumption constraints of terrestrial facilities. | 28.4% |
| INF_053 | ipo_watch | Valar Atomics "Nuclear Gigasite" model — clustering hundreds of identical High-Temperature Gas Reactors (HTGR) on a single remote heavily-regulated site — will emerge as the dominant deployment architecture for advanced fission, superseding scattered S... | 28.1% |
| INF_055 | ipo_watch | Helion Energy will deliver the world's first commercial fusion electricity — the 50 MW Orion plant in Malaga, Washington — to Microsoft by 2028 under the industry's first fusion power-purchase agreement. | 27.7% |
| INF_051 | ipo_watch | Tech-sector data centers will invert the tech-utility relationship: when operating below peak capacity, excess clean electricity from corporate-owned SMRs will flow back into municipal grids, positioning tech giants as primary energy providers to local... | 27.6% |
| INF_020 | ipo_watch | In-orbit data-center market will reach approximately $1.77 billion by 2029 and grow to approximately $39.1 billion by 2035 — a 67.4% CAGR driven by Starship economics, radiation-hardened TPU hardware, and mega-constellation filings. | 26.5% |
| 235_040 | ipo_watch | Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics. | 26.2% |
| 247_040 | ipo_watch | AI agents will invent their own currencies, won't stick with Bitcoin | 25.7% |
| 242_056 | ipo_watch | AI models will become manager of entire economy, not just picking off mom/pop businesses | 25.0% |
| 246_049 | ipo_watch | Dyson swarm will host trillions of AI agents if we get it. | 24.4% |
| 229_038 | ipo_watch | Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock). | 22.7% |
| SPC_023 | ipo_watch | Altman's specific chronological roadmap: 2030 'wildly abundant' intelligence + energy (unlocked via AI + Helion fusion 2028) → 2034 humanity mathematically cracks high-energy physics → 2035 space colonization begins in earnest → 2036 commercial brain-c... | 17.9% |
| CYB_024 | ipo_watch | The combination of generative AI and advanced synthetic biology is actively creating a 'ChatGPT moment' for genetic engineering — historical barriers to designing advanced, highly lethal pathogens drop precipitously; necessitating new national-security... | 16.8% |
| INF_054 | ipo_watch | Valar HTGR gigasites will chemically store excess energy by synthesizing carbon-neutral hydrocarbon fuels from high-temperature nuclear heat — addressing a trillion-dollar TAM by decarbonizing steel, cement, and petrochemicals. | 16.3% |
| SEM_032 | ipo_watch | 15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026. | 15.0% |
| INF_028 | ipo_watch | AI will render approximately 99% of white-collar jobs replaceable within two years — cognitive-labor costs will mathematically approach the marginal cost of electricity required to generate inference. | 13.9% |
| 248_019 | ipo_watch | US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm. | 11.9% |
| 248_037 | ipo_watch | State data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction. | 10.2% |
| SPC_011 | ipo_watch | Lunar-surface factories leveraging local resources will manufacture satellites and deploy them directly into deep space via electromagnetic mass drivers — scaling to 500-1000 Terawatts/year of AI data centers in space, allowing humanity to 'meaningfull... | 5.0% |