“In three years, Elon will start having, like, serious amounts of compute in space, and he'll demonstrate it probably next year is my guess.”
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SpaceX publicly demonstrates operational compute infrastructure in space (satellites with AI/ML processing capability) with measurable performance metrics.
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 that open source models will dominate enterprise AI spending, not frontier models from OpenAI/Anthropic.
Apple will release cheaper iPhone models in spring 2027.
The Pentagon will lend FluidStack $5 billion for AI infrastructure, marking the largest loan from the department's office of strategic capital.
Jason predicts hardware costs will drop 50% every two years while power/capability doubles every two years.
Jason predicts millions of drivers will lose their jobs within ten years due to AI/autonomous vehicles.
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