“And when the states can't pay their obligations, around 2030 to 2032, you're gonna have both the Social Security bailout and restructuring as well as the state bailouts and restructuring, and that might be the time that all of this stuff breaks.”
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Multiple U.S. states default on debt obligations or require federal bailouts by 2032
Brad Gerstner predicts only 25 gigawatts of compute will be added in 2027, with 12.5 gigawatts going to Anthropic and OpenAI.
Chamath predicts CIOs will be fired within next year for data leakage via frontier model APIs
Chamath predicts NVIDIA/Jensen will surpass Chinese AI models by end of 2027.
Brad Gerstner predicts the top three AI labs (Anthropic, OpenAI, SpaceX) will collectively reach $180B annual run rate revenue by end of 2026.
Michael Kratios predicts the first elements of a moon base will be established by 2030.
Jared Isaacman predicts Artemis four will occur in 2028 with American astronauts returning to the lunar surface.
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