Companies330 Funding$40.1B Rounds110 ▲5 mo Investors77 Eng roles3943 16 events pending
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Proof

Proof said → evidence → outcome → delta

Real numbers behind the companies, so hype can't outrun the record. Every claim is frozen at the date it was made — a 2008 pitch deck's projections are 2008 claims, however late we read them — then graded only against evidence from AFTER it was said. A missed projection is measured, not moralized: the ledger records how far off and how late, because wrong is not dishonest.

1,969claims frozen
120companies
668adjudicated
2004–2026years spanned

We graded the famous decks the projections everyone remembers, judged against what actually happened

Airbnb 2008 deck Contradicted -50.0% Uber 2008 deck Partially supported Buffer 2011 deck Contradicted -72.2% WeWork 2014 deck Supported Front 2016 deck Supported

The same pipeline grades every deck submitted today — founders get their claims frozen and tracked on the record they can point to; investors get the numbers with the hype stripped out. Score your deck · Browse the scored index

The record confirms it stated raises verified against the funding record — the positive pathway

Deep Cogito “Deep Cogito raised $43 million in Series A funding.” confirmed · exactly as stated Socure “Socure raised $156 million in a funding round.” confirmed · exactly as stated Infinity “Infinity raised $15,000,000 in funding announced on 2026-07-20.” confirmed · exactly as stated Paper “Paper raised $34M in a Series A round from Accel and ICONIQ.” confirmed · exactly as stated Microagi “Microagi raised $55 million in a seed funding round.” confirmed · exactly as stated Cuspai “CuspAI raised $450 million in a Series B funding round.” confirmed · exactly as stated Chai Discovery “Chai Discovery raised $400 million in new Series C funding.” confirmed · exactly as stated Ai Data Center Builder Fluidstack “Fluidstack raised an $830M Series A round.” confirmed · exactly as stated

Each one cross-checked against the rounds record before it earned the label — the same skeptical pass the investor lens applies to every number on a company page. Saying it and then doing it is what builds a track record here.

Graded projections the DELTA ledger — projection vs what actually happened

Airbnb said 2008-10-01 Contradicted -50.0%

“Airbnb projected $200 million in revenue from 2008-2011 based on 10.6 million trips at $20 average commission.”

Airbnb’s own Jan-26-2012 announcement: 5 million cumulative guest nights booked (4M in the trailing 12 months). Even granting every night as a trip, cumulative trips through the 2011-12-31 target were ≤5M vs the projected 10.6M (≥53% miss), implying ≤$100M commission revenue vs $200M projected. Realistic nights-per-trip puts the miss far deeper. The adoption curve arrived anyway — 10M cumulative nights by June 2012, five months past the target.

Uber said 2008-12-01 Partially supported

“Uber's best-case scenario projected becoming market leader with $1B+ in yearly revenue per year profit.”

Uber’s S-1 (Apr 2019): yearly revenue crossed $1B during 2015 ($495.3M in 2014 → $3.845B in 2016) and Uber became the largest ridesharing platform — the revenue and market-leadership components of the 2008 best case came true, roughly seven years out. The profit component did not: never a profitable year at filing, $3.0B operating loss in 2018.

Buffer said 2011-10-01 Expired

“Buffer projected 1 million users and $3.6M revenue by January 2013.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Buffer said 2011-10-01 Expired

“Buffer projected reaching 100,000 users and $288,000 revenue by January 2012.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Buffer said 2011-10-01 Contradicted -72.2%

“Buffer projected reaching 1 million users and $3.6 million revenue by January 2013.”

Buffer’s own Sep-2013 publication: $1m annual revenue reached January 2013 (projected $3.6m, −72% at the target date) and 1,000,000 users reached September 2013 (8 months after the projected January 2013). Both numbers were eventually reached — later and slower than projected.

Buffer said 2011-10-01 Expired

“Buffer launched its web app in January 2011 and had 55,000 users and $150K revenue by October 2011.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Buffer said 2011-10-01 Expired

“Buffer projected 100,000 users and $288K revenue by January 2012.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Intercom said 2011-12-01 Expired

“Intercom targets SaaS providers, a market worth $21 billion at the time and projected to reach $93 billion by 2016 according to Forrester.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Kickstarter said 2012-09-26 Expired

“Kickstarter will not have a liquidity event (IPO or acquisition) for at least 20 years.”

Kickstarter has remained a privately held company with no IPO or acquisition up to 2026, but the 20‑year horizon (till 2032) has not yet passed, so the claim cannot yet be fully confirmed or refuted.

WeWork said 2014-10-01 Supported

“WeWork's membership is growing rapidly, with top-line growth accelerating due to a robust pipeline and rising per-member revenue.”

WeWork’s S-1 (Aug 2019): revenue roughly doubled each year 2016–2018 ($436.1M → $886.0M → $1.82B) and memberships nearly doubled through mid-2019 (260K → 503K) — the growth trajectory the 2014 deck described held for five years. Losses scaled alongside; the IPO withdrawal and later collapse post-date this claim and do not retroactively falsify a 2014 growth statement.

Front said 2016-04-01 Expired

“Front projected headcount of 39 in 2016 and 53 in 2017.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Front said 2016-04-01 Supported

“Front projected ARR of $3m in 2016 and $10m in 2017.”

Collin (fireside published Sep 2018): $1M→$10M ARR took two years. Anchored to the deck’s own $1.4m ARR at Apr 2016 and 5.4x trailing growth ($1m crossed ~Q4 2015/Q1 2016), the $10m crossing lands ~Q4 2017–H1 2018 — the end-2017 target was met on time or within roughly a quarter. Exact at-date ARR is not public (the company redacted deck figures), so SUPPORTED rather than VERIFIED.

Front said 2017-12-01 Expired

“Front projects positive operating margin by end of 2019 and 'default alive' profitability in 10 months assuming no hiring and 5% monthly growth.”

No qualifying outcome was adjudicated by the claim's horizon (target date + 180d grace). Re-adjudication stays open if evidence surfaces.

Treehouse said 2018-12-12 Contradicted

“Treehouse will have 500,000 apprentices in its Talent Path program within 10 years.”

Treehouse's Talent Path program never came close to 500,000 apprentices; the program remained small and Treehouse faced financial difficulties and restructuring in subsequent years. [basis: model_knowledge, confidence: 0.85]

Disney+ said 2021-07-24 Contradicted

“Disney+ will surpass Netflix in subscriber count within 10 years.”

By the July 2022 deadline, Netflix had roughly 220 million subscribers while Disney+ had around 152 million, so Disney+ had not surpassed Netflix. [basis: model_knowledge, confidence: 0.95]

Nikola said 2021-07-29 Contradicted

“Nikola will reach a valuation of $500 billion to $1 trillion in 10-15 years.”

Nikola's market capitalization never approached $500 billion; by the January 2023 deadline it was valued at well under $5 billion, and founder Trevor Milton had been convicted of fraud in October 2022. [basis: model_knowledge, confidence: 0.98]

Apple said 2022-01-10 Contradicted

“The release of Apple's mixed reality headset will result in a net 15% lift in iPhone sales.”

Apple's mixed reality headset (Vision Pro) was not released until February 2024, well after the January 2023 deadline, and there is no evidence of any net 15% lift in iPhone sales attributable to it. [basis: both, confidence: 0.90]

Apple said 2022-01-10 Expired

“It will take 10.5 years (until mid-2032) for Apple's headset/glasses to be able to fully replace the iPhone.”

As of 2026, Apple’s headset/glasses have not fully replaced the iPhone, and the predicted mid‑2032 milestone has not yet been reached.

SpaceX said 2022-03-15 Expired

“SpaceX will launch point-to-point Earth travel service within 5-10 years”

SpaceX has not yet launched a point‑to‑point Earth travel service as of 2026, though it continues to develop the Starship vehicle and related infrastructure.

Uber said 2022-08-03 Contradicted

“Uber will be worth 5 to 10 times its current valuation in 10 years.”

By the February 2024 deadline, Uber's market cap had risen from roughly $45B (Aug 2022) to approximately $140-150B, about a 3x increase — well short of the predicted 5-10x. [basis: both, confidence: 0.85]

Airbnb said 2022-08-03 Contradicted

“Airbnb will be worth 5 to 10 times its current valuation in 10 years.”

By the February 2024 deadline, Airbnb's market capitalization was roughly $85-100B, only about 1.2-1.3x its ~$75B valuation in August 2022, nowhere near the 5-10x predicted. [basis: model_knowledge, confidence: 0.90]

Lyft said 2022-08-03 Contradicted

“Lyft will be worth 5 to 10 times its current valuation in 10 years.”

By the February 2024 deadline, Lyft's market cap had declined from roughly $13-15B (August 2022) to approximately $5B, falling far short of a 5-10x increase. [basis: both, confidence: 0.90]

DoorDash said 2022-08-03 Expired

“DoorDash will be worth 5 to 10 times its current valuation in 10 years.”

The 10‑year timeframe (to 2032) has not yet passed, so the prediction cannot yet be evaluated.

Mango said 2024-02-22 Unverifiable

“Mango will reach $10 million in net revenue by 2025.”

The target 'Mango' is not in the tracked catalog and no reliable public financial data is available to confirm whether this specific company reached $10 million in net revenue by 2025. [basis: model_knowledge, confidence: 0.85]

Grading compares the actual AT the projection's target date — overshooting a 2012 target in 2013 is not a hit, and a number reached late is recorded with its lag. “Achieved eventually” appears in the delta wherever the curve arrived after the deadline.

The historical ledger claims frozen from era documents — the corpus that lets grading be tested against known history

SaidCompanyTypeClaimState
2004-08-01 LinkedIn assertion LinkedIn achieved its large user base and market position having spent less than $4 million. Unresolved
2004-08-01 LinkedIn assertion LinkedIn held 73% of registered users among online professional network tools as of August 2004, up from 54% six months prior, with total market at 1.2 million users. Unresolved
2004-08-01 LinkedIn assertion LinkedIn had 930K+ white-collar registered users with 29K+ weekly user growth rate and 23M+ unique email addresses uploaded as of August 2004. Unresolved
2004-08-01 LinkedIn assertion LinkedIn had 1M+ user searches per month, 20M+ total member page views per month, and 20% of old users logging in per month. Unresolved
2004-08-01 LinkedIn assertion LinkedIn's premium services revenue model includes three components: targeted contextual text ads, job listings filtered through each professional's network, and subscription services extending the reach of each professional's network. Unresolved
2004-08-01 LinkedIn assertion LinkedIn had 50+ Groups live with 20+ new Groups launching per month and 300+ Groups in the pipeline, including major professional organizations and alumni groups. Unresolved
2004-08-01 LinkedIn assertion 22% of LinkedIn users are CxOs or senior executives, spanning 100+ countries and 130+ industries. Unresolved
2004-08-01 LinkedIn assertion LinkedIn had a two-year exclusive agreement with DirectEmployers Association (fourth-largest job database online) and was at contract stage with American Express OPEN for exposure to 2 million small business cardholders. Unresolved
2005-08-01 YouTube assertion YouTube allows consumers to upload videos and takes care of serving the content to millions of viewers. Unresolved
2005-08-01 YouTube assertion YouTube closed a Series A round of $3.5M in November 2005. Unresolved
2005-08-01 YouTube assertion YouTube provides a community that connects users to videos, users to users, and videos to videos. Unresolved
2005-08-01 YouTube assertion YouTube listed OurMedia.org, Open Media Network, Google Video, PutFile, DailyMotion, and Vimeo as competitors. Unresolved
2005-08-01 YouTube assertion YouTube launched on June 11 and had already overtaken all previously existing competitors as of August 2005. Unresolved
2005-08-01 YouTube assertion YouTube's stated purpose was to become the primary outlet of user-generated video content on the Internet. Unresolved
2005-08-01 YouTube projection YouTube plans to generate revenue through advertising, acting as a for-pay distribution channel for promotional videos, charging members for premium features, and charging viewers for premium content. Unresolved
2005-08-01 YouTube assertion YouTube's purpose is to become the primary outlet of user-generated video content on the Internet and to allow anyone to upload, share, and browse this content. Unresolved
2005-08-01 YouTube assertion YouTube's product development focuses on community, open architecture, targeting vertical markets with a need for video content, and features currently in development. Unresolved
2005-08-01 YouTube assertion YouTube allowed consumers to upload videos and served the content to viewers. Unresolved
2005-08-01 YouTube assertion YouTube's video encoding back-end converts uploaded videos to Flash Video. Unresolved
2005-08-01 YouTube assertion YouTube closed a $3.5 million Series A funding round in November 2005. Unresolved
2005-08-01 YouTube assertion YouTube identified cheap digital video recording technology and critical mass of home broadband as enabling market conditions. Unresolved
2005-08-01 YouTube assertion YouTube launched on June 11th and has already overtaken all previously existing competitors, becoming the dominant player in its space. Unresolved
2005-08-01 YouTube assertion YouTube's purpose is to become the primary outlet of user-generated video content on the Internet and to allow anyone to upload, share, and browse this content. Unresolved
2005-08-01 YouTube projection YouTube plans to generate revenue through advertising, acting as a for-pay distribution channel for promotional videos, charging members for premium features, and charging viewers for premium content. Unresolved
2005-08-01 YouTube assertion YouTube provides a community that connects users to videos, users to users, and videos to videos. Unresolved
2005-08-01 YouTube assertion YouTube has overtaken all previously existing competitors and is now the dominant player in the space. Unresolved
2005-08-01 YouTube assertion YouTube allows consumers to upload videos and serves the content to millions of viewers. Unresolved
2005-08-01 YouTube assertion YouTube's video encoding back-end converts uploaded videos to Flash Video. Unresolved
2005-08-01 YouTube assertion YouTube's founding team includes Steve Chen, Chad Hurley, and Jawed Karim, who have backgrounds at PayPal and Stanford/University of Illinois. Unresolved
2005-08-01 YouTube assertion YouTube's team included Steve Chen, Chad Hurley, and Jawed Karim, all with PayPal backgrounds. Unresolved
2005-08-01 YouTube assertion YouTube's back-end converted uploaded videos to Flash Video. Unresolved
2005-08-01 YouTube assertion YouTube launched on June 11th. Unresolved
2008-10-01 Airbnb projection Airbnb projected $200 million in revenue from 2008-2011 based on 10.6 million trips at $20 average commission. Contradicted
2008-10-01 Airbnb projection Airbnb planned to target events and partnerships, including a Craigslist dual posting feature with a listing widget. Unresolved
2008-10-01 Airbnb assertion Airbnb takes a 10% commission on each transaction, with an average fee of $70/night at 3 nights. Unresolved
2008-10-01 Airbnb assertion Airbnb's total available market is 532 million budget and online trips, with a serviceable available market of 10.6 million trips. Unresolved
2008-10-01 Airbnb assertion Airbnb is a web platform where users can rent out their space to host travelers, allowing travelers to save money, hosts to make money, and sharing local culture. Unresolved
2008-10-01 Airbnb assertion Airbnb cited 630,000 users on couchsurfing.com and 17,000 temporary housing listings on SF & NYC Craigslist as market validation. Unresolved
2008-10-01 Airbnb assertion Airbnb claimed competitive advantages including being first to market, host incentives, listing once, ease of use, profiles, and design and brand. Unresolved
2008-12-01 Uber assertion Uber's concept was a fast and efficient on-demand car service called UberCab using the latest consumer web and device technology. Unresolved
2008-12-01 Uber assertion Uber's technology included mobile phones with intelligent scheduling, payment/utilization, reputation tracking, and a patent-pending system design. Unresolved
2008-12-01 Uber assertion Uber planned to automate dispatch to reduce wait-time using geo-aware auto-dispatch technology. Unresolved
2008-12-01 Uber projection Uber's best-case scenario projected becoming market leader with $1B+ in yearly revenue per year profit. Partially supported
2008-12-01 Uber assertion Clients had to be members to use the service, and cars were hailed from a phone rather than from the street. Unresolved
2008-12-01 Uber projection Uber's realistic success scenario projected capturing 5% of the top 5 US cities and generating 20-30M+ clients per year. Unresolved
2008-12-01 Uber assertion By January, Uber had formed a California LLC, filed a trademark, set up a bank account and PayPal account, and by March had 5 advisors and 15 clients. Unresolved
2008-12-01 Uber assertion Uber's go-to-market plan relied on referral virality through invite-only membership from existing members to become the ubiquitous premium cab service. Unresolved
2010-06-04 Google prediction Google's market valuation will surpass Apple's market valuation. Contradicted
2010-06-04 Sonos prediction Sonos will likely go public. Verified
2010-06-04 Google prediction Google will make their online spreadsheets and documents free. Verified
2010-06-04 Edgecast prediction CDN companies like Akamai, Limelight, and Edgecast will be acquired by telecom companies. Partially supported
2010-06-04 Nintendo prediction Nintendo's DS business will be negatively affected by Apple's iPhone and iPod touch, and its Wii business will be encroached upon by the iPad. Contradicted
2010-06-17 Backupify prediction Backupify will reach approximately 250,000 users by the end of 2010. Contradicted
2010-06-29 ChaCha prediction ChaCha will go out of business. Verified
2010-06-29 Blackberry prediction Most serious business people will continue to use a Blackberry instead of an iPhone. Contradicted
2010-06-29 Bitly prediction Bitly will be acquired by Google, Yahoo, or Microsoft within 12 months. Contradicted
2010-06-29 Apple prediction Most serious business people will not use an iPhone. Contradicted
2010-06-29 Twitter prediction Twitter will experience a vicious cycle of users transitioning out of the system, similar to what MySpace experienced. Contradicted
2010-06-29 Google prediction You could have released more often, but it may not have changed the inevitability of Google drinking your milkshake. Unresolved
2010-07-02 Hulu prediction The Hulu Plus model of requiring an additional console-specific subscription (Xbox Live Gold or PlayStation Plus) on top of its own $9.99 subscription will fail. Contradicted
2010-08-05 Amazon prediction Amazon's cloud business revenue could reach $2.5 billion by 2014. Contradicted
2010-09-02 Palm prediction The Palm Pre will not be an 'iPhone killer' and will fail to diminish the iPhone's success. Verified
2010-09-10 2K Games prediction 2K Games will release a demo, followed by the retail version of Duke Nukem Forever, in 2011. Verified
2010-10-09 Tiptopwebsite.Com prediction Tiptopwebsite.com will pursue and achieve an exit (acquisition or IPO) within 18 to 24 months. Unverifiable
2010-10-27 Digg prediction Digg will recover from its current struggles (layoffs, bad press) and emerge as a stronger company. Contradicted
2010-11-06 Eventbrite prediction Eventbrite will finish 2010 with over $200 million in gross ticket sales. Contradicted
2010-11-24 Launch prediction The Launch conference will break even or generate a small profit. Unverifiable
2010-12-01 GoPuff prediction GoPuff's true market valuation is between $10 billion and $15 billion. Contradicted
2010-12-07 Hyundai prediction Hyundai will launch four vehicles achieving 40+ MPG in 2011, including the Accent. Contradicted
2010-12-09 ComScore prediction comScore's stock value will drop to zero and the company will go away, displaced by free competitors like Quantcast and Compete. Contradicted
2010-12-13 Hims & Hers prediction Hims & Hers will generate approximately $140 million in revenue in their first year as a public company with 70%+ gross margin Partially supported
2011-01-08 Factual prediction Factual will become a billion-dollar company within five years. Contradicted
2011-01-12 Apple prediction Apple will lower iPhone prices or break even on hardware costs due to app revenue, eventually giving away iPhones for free. Contradicted
2011-01-15 Twitter prediction Twitter's revenue will exceed $500 million and approach $1 billion. Verified
2011-01-15 Facebook prediction Facebook's valuation will double after its IPO. Verified
2011-01-22 Vimeo prediction Vimeo will generate double-digit millions in revenue in 2011. Verified
2011-01-27 Mougg prediction Mougg will continue to offer a free 1-gigabyte tier for its service. Contradicted
2011-02-18 Apple prediction Robin Hart is saying Spotify is an iTunes killer. Unresolved
2011-03-10 IBM prediction IBM's cloud revenues will not reach $7 billion by 2015. Verified
2011-03-17 Amazon prediction By 2016, the majority of Amazon's revenue will come from cloud computing. Contradicted

Latest claims the live end of the ledger

SaidCompanyTypeClaimState
2026-09-12 Unknown prediction They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax and Freebrook said, which is it creates massive long tail product liability risk, because you're effectively evading a known major risk. Unresolved
2026-09-12 Unknown prediction I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can agree with him, you know, in which case Bernie Sanders may be right that further development should be frozen, in which case I don't see how they can IPO now in the trillions. Unresolved
2026-09-12 Anthropic prediction I think that they have to choose between either renouncing this, quote, whistleblower as a Doomer op. ... Or they can agree with him, you know, in which case Bernie Sanders may be right that further development should be frozen, in which case I don't see how they can IPO now in the trillions. Unresolved
2026-09-12 Anthropic prediction They'll demand an enormous discount. And the reason they'll ask for an enormous discount is the other part of what Sax and Freebrook said, which is it creates massive long tail product liability risk, because you're effectively evading a known major risk. Unresolved
2026-09-05 Unknown prediction this hugging face thing will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well capitalized company, a bulwark against all of this closed source oligopoly insanity. And at the same time, what you're going to do is actually create more rational competition up and down the stack. Unresolved
2026-09-04 Hugging Face prediction this hugging face thing will go down as one of the most important transactions in AI, because you are creating now in the largest competitor and the largest, most well capitalized company, a bulwark against all of this closed source oligopoly insanity. And at the same time, what you're going to do is actually create more rational competition up and down the stack. Unresolved
2026-08-29 Deep Cogito assertion Deep Cogito raised $43 million in Series A funding. Verified
2026-08-29 Alice assertion Alice公司筹集了1.4亿美元资金。 Unresolved
2026-08-29 Alice assertion Alice公司的这笔融资于2026年8月25日宣布。 Unresolved
2026-08-29 Alice assertion Alice公司此次融资的领投方为Apax Digital Funds。 Unresolved
2026-08-29 Alice assertion 该融资信息的来源是SiliconANGLE上关于Alice融资1.4亿美元且其AI安全业务增长超过500%的文章。 Unresolved
2026-08-29 Socure assertion Socure raised $156 million in a funding round. Verified
2026-08-29 Socure assertion Socure acquired an AI startup called Fravity. Unresolved
2026-08-29 Socure assertion Socure was valued at $5.2 billion at the time of the funding round. Unresolved
2026-08-29 Drillco Smoke assertion DrillCo Smoke has 14 paying customers currently. Unresolved
2026-08-29 Drillco Smoke projection DrillCo Smoke aims to reach $2M ARR by June 2027. Unresolved
2026-08-29 Drillco Smoke assertion Monthly churn is under 2%. Unresolved
2026-08-29 Drillco Smoke assertion DrillCo Smoke projects 40 enterprise logos by Q4 2027. Unresolved
2026-08-24 Unknown prediction they're going to ban Waymo's in New York, Boston, DC, and they're going to limit them with licenses. Unresolved
2026-08-24 Unknown prediction I said two years ago, there's a chance that open source is going to win the AI race. Unresolved
2026-08-21 Openai prediction I said two years ago, there's a chance that open source is going to win the AI race. Unresolved
2026-08-21 Waymo prediction they're going to ban Waymo's in New York, Boston, DC, and they're going to limit them with licenses. Unresolved
2026-08-18 Unknown prediction if something just keeps compounding why would you sell out of it and so for example my intention with stripe is to just hold stripe for the next 10 years you know i think it's going to keep growing at a really good rate forever Unresolved
2026-08-18 Unknown prediction we haven't even talked about starlink and what he's going to do uh you know i think going to run the table on mobile Unresolved
2026-08-18 Unknown prediction goes up 10x or eventually 100x times and that's when they can do all the interesting things like direct to cellular there were some interesting hints that when shotwell talked about about with ground Unresolved
2026-08-18 Unknown prediction I will say on the demand side and on the pricing side, if you pull up this quick note I have here, I think Anthropics growth rate is going to slow considerably next year. And it's been obviously on a tarot. There's no way they get to a trillion in revenue next year. I think maybe they could, you know, triple get to three or 400 million. And the reason is watching startups and then also watching some of the large companies now embrace GLM five, two and Zuckerberg, which we'll get to in a moment, Verified
2026-08-18 Unknown prediction And as a consequence, um, you know, we can dramatically reduce the, the, the cost of that commodity. Unresolved
2026-08-18 Unknown prediction You could have released more often, but it may not have changed the inevitability of Google drinking your milkshake. Unresolved
2026-08-18 Unknown prediction Robin Hart is saying Spotify is an iTunes killer. Unresolved
2026-08-18 Unknown prediction I guarantee you it's not legal. Okay. And I guarantee it will be found to not be legal to use other people's content to train a new intelligence that you can then go exploit that work. Unresolved
2026-08-18 Unknown prediction Glue is a Slack killer Unresolved
2026-08-18 Unknown prediction the first real experiences people have with generative AI will come from Apple, not chat GPT. Unresolved
2026-08-18 Unknown prediction Who do you think wins more here? OpenAI for the integration. Okay. Or Apple who can hot swap out OpenAI at any point in time? Because I think this is Apple against OpenAI right now of who owns the consumer. And I don't think it's going to be OpenAI that owns the consumer. I think they know Apple's going to win the consumer. Unresolved
2026-08-18 Unknown prediction Okay, so that's my first point is that this is going to dramatically push us towards speech and away from touch. Unresolved
2026-08-18 Unknown prediction That's how Waymo operates. That's how we built it at Uber. And there's a new wave, um, especially the, Tesla's 12.0 release, which is end-to-end deep learning, end-to-end machine learning models. That's where the future will have to go towards because in the first phase of version 1.0, anytime we see an edge case, you have to take over by human, collect all the data, and an army of people have to intervene and understand what really happened. Unresolved
2026-08-18 Unknown prediction Just like if, you know, right now Tesla is buying batteries from Panasonic, wherever they buy them from. If they make their own batteries, if there was profit in the batteries, now they can either take that profit or they can make their product cheaper. I think Elon kind of signaled already he's going to make a 25k car or something. I think part of the idea of him bringing batteries internal is, yeah, we'll still use other people's batteries, but if we make our own, maybe we can cause the price Verified
2026-08-17 Bittensor prediction And as a consequence, um, you know, we can dramatically reduce the, the, the cost of that commodity. Unresolved
2026-08-17 Unknown prediction I said, Oh, this has already been done. Jason and David had already built, uh, um, campfire. There was hip chat. I was, I was kind of thinking this is going to have a hard path ahead of it. Unresolved
2026-08-17 Unknown prediction the idea was Amazon would not win it all, and merchants would want to have a direct relationships with their customers Unresolved
2026-08-17 Unknown prediction You could see James Bond over the next 50 years producing a movie every two years, 25 movies, doing a billion dollars each, that's $25 billion in box office, completely possible. Unresolved