“I don't think we will have that compute advantage for long. I think you see Deepsea and ByteDance both aggressively pursuing their own chips now. The export controls mean that they have to. And this is like the number one problem for Xi Jinping in his race to win the AI war. If they build a bridge in four weeks, I think they'll manage a chip in six months.”
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DeepSeek or ByteDance releases a domestically-produced AI chip competitive with current offerings within 6 months
Harry Stebbings predicts that billion-dollar valuations are becoming the new Series A entry point, replacing the previous $50M post-money standard.
Alex Atala predicts the AI market will grow 10-15x annually over the next four years.
Harry Stebbings predicts OpenRouter will make a decision on staying private or selling to Stripe within a couple of weeks.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
Harry Stebbings predicts Fireworks could become a $500 billion company.
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