Jason predicts that open source models will dominate enterprise AI spending, not frontier models from OpenAI/Anthropic.

Jason predicts that politicians who currently support data centers will flip to opposing them before elections, then flip back to supporting them after winning re-election.

Jason predicts Elon/SpaceX will demonstrate serious amounts of compute in space within the next year (by 2027).

Jason predicts hardware costs will drop 50% every two years while power/capability doubles every two years.

Apple will release cheaper iPhone models in spring 2027.

Jason predicts millions of drivers will lose their jobs within ten years due to AI/autonomous vehicles.

The Pentagon will lend FluidStack $5 billion for AI infrastructure, marking the largest loan from the department's office of strategic capital.