“I think that the domestic politics will be a constraint on the build out. There is a reason that the AI companies are now building out compute capacity in Australia, in Canada, in Europe even.”
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Measurable shift in proportion of new AI data center capacity being built outside the U.S. versus within the U.S. in coming years, with international buildout exceeding domestic.
Gene Sykes predicts 2026 M&A market will be significantly larger than the 2021 peak.
Gene Sykes predicts the 2028 Olympic and Paralympic Games will be held in Southern California in less than two years from the episode date.
Gene Sykes predicts 15 million tickets will be sold for the 2028 LA Olympic and Paralympic Games combined.
Wayne Sanders predicts Israel will deploy its Iron Beam laser defense program.
Robert Friedland predicts that the world will need to mine as much copper in the next 18 years as was mined in the previous 10,000 years to maintain 3% GDP growth and support electrification.
Wayne Sanders predicts the Pentagon's research and engineering department will achieve a one megawatt laser by 2030.
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