“I would suggest Dylan's forecast of 43 gigawatts next year is too aggressive. Don't think we're going to get there. I think the total amount we're actually going to stand up is somewhere closer to 25 gigawatts, and I think of that 25 gigawatts, half of it will be for Anthropic and OpenAI.”
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Total new compute capacity added globally in 2027 reaches approximately 25 gigawatts, with roughly half allocated to Anthropic and OpenAI.
Chamath predicts CIOs will be fired within next year for data leakage via frontier model APIs
Brad Gerstner predicts the top three AI labs (Anthropic, OpenAI, SpaceX) will collectively reach $180B annual run rate revenue by end of 2026.
Chamath predicts NVIDIA/Jensen will surpass Chinese AI models by end of 2027.
Jared Isaacman predicts Artemis four will occur in 2028 with American astronauts returning to the lunar surface.
Michael Kratios predicts the first elements of a moon base will be established by 2030.
Evan Hubinger predicts >10% probability of AI-caused human extinction within next decade
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