“Open source is going to win it all.”
→ Read the source episode
Majority of enterprise AI tokens/compute spend is on open source models rather than frontier models (OpenAI, Anthropic, etc.) by 2027-2028
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.
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.