All-In
We haven't scored any of Chamath Palihapitiya's predictions yet — the calls below are on the record, but too soft or long-horizon to grade into a win–loss record. Attribution and criteria are editorial and disputable.
Chamath predicts NVIDIA/Jensen will surpass Chinese AI models by end of 2027.
Chamath predicts CIOs will be fired within next year for data leakage via frontier model APIs
Chamath predicts open source competition will derail Anthropic and OpenAI IPOs.
Chamath predicts Anthropic and OpenAI will face massive margin compression from high spending.
Chamath predicts a 10x reduction in output token costs will occur