“it'll go down 50% every two years in terms of cost, and the power will go up double every two years”
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Hardware cost per FLOP and performance metrics measured against baseline; 50% cost reduction and 2x performance improvement verified over 24-month periods.
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 millions of drivers will lose their jobs within ten years due to AI/autonomous vehicles.
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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