“we could see millions of drivers lose their jobs in under ten years.”
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Measurable decline in professional driver employment (taxi, truck, delivery drivers) of millions in the US/global workforce within 10 years from 2026.
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 that open source models will dominate enterprise AI spending, not frontier models from OpenAI/Anthropic.
Apple will release cheaper iPhone models in spring 2027.
Jason predicts hardware costs will drop 50% every two years while power/capability doubles every two years.
The Pentagon will lend FluidStack $5 billion for AI infrastructure, marking the largest loan from the department's office of strategic capital.
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