Not sure it qualifies as an “LLM prediction,” but he was adamant that Nvidia would not come through with the $100 billion funding round, and sure enough they did not.

To Ed's credit, he's coming with real numbers. Much of his reporting is based on quarterly earnings reports, press releases, correlating reports from outlets like The Information, etc.

Contrast that with hyperscalers no longer reporting AI revenue separately, making bold claims about long term growth with no evidence to back it up, and a tech media apparatus that has largely avoided asking founders hard questions.

I know just as well as you how this is all going to turn (which is to say, nobody really knows). But I'll take the person doing the math over the person trying to hide numbers all day long.

"The market can stay irrational longer than you can stay solvent"

I don't think Sam Altman has made a single correct AGI prediction, despite saying AGI is a few months off. Grifters gonna grift