“If I were to guess, this is Martine totally guessing. No idea. If I were to guess, I'd say supply constraints will ease in twenty twenty eight ish.”
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Observable easing of GPU supply constraints (measured by availability, pricing, or lead times returning to non-constrained levels) by end of 2028.
Host predicts massive supply chain pain will occur within three weeks.
Batwan predicts Pika will optimize H3 Max to run on consumer hardware in the coming weeks.
Rayam Krishnan predicts that the most valuable evaluation business model will be one focused on independent evaluation rather than supporting model development.
Peter Yang predicts that agents will enable much faster product development and iteration cycles.
Peter Yang predicts that future founders will prefer to keep companies small rather than scale to large sizes.
Ruby predicts emergence of certification aggregators for microplastics, seed oils, and other avoidance categories.
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