Who is on this subjectordered by the date of their first quote here
6 of 10 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 1 May 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
5
1 Oct 2010 – 1 May 2024
-4595 d
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Gavin Baker
4
thin
26 Nov 2019 – 9 Dec 2025
-1252 d
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David Friedberg
11
21 May 2020 – 18 Jul 2026
-1075 d
- Sir Richard Dearlove 2 thin 29 Oct 2020 – 9 Jan 2026 -914 d
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Marc Rowan
7
1 May 2023 – 16 Apr 2026
+0 d
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Brad Gerstner
6
26 Oct 2023 – 15 Jun 2026
+178 d
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Howard Marks
4
thin
21 Feb 2024 – 12 Jun 2026
+296 d
- Dylan Patel 1 thin 13 May 2026 – 13 May 2026 +1108 d
- David Sacks 1 thin 1 Aug 2026 – 1 Aug 2026 +1188 d
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Howard Lutnick
1
thin
27 Aug 2026 – 27 Aug 2026
+1214 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley predicts staying private will eventually cost more than going public for some companies.
“Well, at some point, I think they're gonna be spending more dollars avoiding public than being public. It's just going be more of a hassle.”
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“we spent the last thirty to forty years putting computing technology inside the enterprise Right. And we're gonna spend the next ten pulling it out.”
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Bill Gurley
Gurley predicts Hyperloop will achieve over 700 mph on a two-mile track within twenty-four months.
“So the prediction is we'll have Hyperloop working in about twenty four months on a two mile track and hit over 700 miles per hour, and we can go faster than that.”
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Gavin Baker
Baker predicts most people will spend most waking hours in virtual worlds within current lifetimes.
“I think it is inevitable that a majority of people will spend a majority of their waking hours in virtual worlds within our lifetimes.”
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Gavin Baker
Baker predicts a majority of people will spend most waking hours in the metaverse within his lifetime.
“The metaverse is simply a series of connected virtual worlds that I firmly believe a majority of people will spend a majority of their waking hours in within my lifetime.”
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David Friedberg
Friedberg believes infectious disease could be eradicated in 20 years, with regulation being the only obstacle, not science.
“One of the things that, you know, I have a strong belief in is like, I think in twenty years we could kind of eradicate all infectious disease.”
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David Friedberg
Friedberg predicts staged vaccine release starting Q4 of 2020 with parallel production ramp-up underway.
“I think there's gonna be a staged release of vaccines that'll probably believe it or not, start in q four of this year, and there's been production ramp up going on in parallel to testing.”
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David Friedberg
Friedberg predicts staged vaccine release starting Q4 2020, with production ramping in parallel to testing despite uncertainty about efficacy.
“So there's gonna, I think there's gonna be a staged release of vaccines that'll probably, believe it or not, start in Q4 of this year.”
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David Friedberg
Friedberg admits he was wrong about plant-based meat, having bet against companies because he thought consumers needed cheaper prices.
“I didn't bet against them, but I chose not to bet for them because I made the argument consumers will only buy stuff that's cheaper and taste as good, and I was wrong.”
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Sir Richard Dearlove
Dearlove predicts US and China will establish a new security system within five years, replacing Pax Americana.
“So Pax Americana will become for those of you who are Latinists, Pax Americana et Sericana.”
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Bill Gurley
Gurley predicts more vertical-specific talent marketplaces will emerge, fragmenting LinkedIn's horizontal model.
“People have talked about kind of, you know, the opening up of LinkedIn where people go into more specific verticals and are able to drive better outcomes, real work opportunities right away.”
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David Friedberg
Friedberg describes his childhood prediction about superconductors transforming the world, noting thirty years later not much has changed.
“And I said and I have my board, and I said, here's all the things you're gonna be able to do with superconductors in the future, and it's gonna totally change the world.”
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David Friedberg
Friedberg predicts energy production should increase 100-fold over the next century versus 20-fold in the last.
“So we've increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.”
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Marc Rowan
Rowan predicts regional banking business models will fundamentally transform within five years.
“I'll be shocked if five years from now the business model of a regional bank looks like what they do today.”
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Marc Rowan
Rowan predicts high net worth retail investors will allocate 50% to alternatives within five years.
“I think retail investors high net worth are gonna be 50% allocated to alternatives in the next five years. Now 50.”
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Brad Gerstner
Gerstner predicts next year will see more compute deployed globally than in all of human history combined.
“We're going to deploy more compute on a global basis next year than all the compute ever deployed by humanity combined. That's how much compute is going to drive these training models.”
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Howard Marks
Marks criticizes daily market commentary writers who predict the future and are only right half the time on average.
“And if if they ever kept a scorecard on the things that they wrote about what's gonna happen tomorrow, they would see that on average they get it right half the time”
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Bill Gurley
Gurley predicted black car marketplace would work better than taxi due to less friction before finding Uber
“Because there's going to be less friction and we're going to be able to use the tools that entrepreneurs know how to use to be successful.”
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David Friedberg
Friedberg predicts the world will be surprised by ag and food productivity acceleration in the next ten years.
“I think the world will be surprised by how much we see acceleration and advancement in productivity in ag and food systems in the next ten years.”
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David Friedberg
Friedberg predicts the world will be surprised by acceleration in agricultural productivity over the next decade.
“I think the world will be surprised by how much we see acceleration and advancement in productivity in ag and food systems in the next ten years.”
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Marc Rowan
Rowan predicts investors won't distinguish between public and private investment grade credit within 18 months.
“Eighteen months from now, I do not believe investors will actually know the difference between investment grade public and investment grade private.”
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Brad Gerstner
Gerstner predicts AI super cycle will be bigger than internet, mobile, and cloud combined.
“I think this super cycle is going to be bigger than all the other super cycles put together like I think this is what we're going to be investing again against for decades to come.”
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David Friedberg
Friedberg predicts mitotherapy could become a major new treatment modality for many diseases based on recent research.
“So this opens up the door to this whole new therapeutic modality, a new type of therapy called mitotherapy or mitochondrial therapy that based on the series of papers that we're seeing coming out recently, I believe could end up becoming a really incredible new therapy that may ultimately lead to the treatment for many diseases”
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Brad Gerstner
Gerstner forecasts major China deal after Trump visit planned for September through November timeframe.
“They've invited the president to China. The president has suggested he's going to go to China the first week of September, sometime between September and November.”
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Marc Rowan
Rowan predicts large manufacturing and consumer companies will remain private in the future.
“It will not surprise me to have large manufacturing consumer companies that are private in the future.”
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Marc Rowan
Rowan predicts a private company index will exist alongside the S&P 500.
“It will not surprise me that we end up with an S and P 500 index and an index of companies that are private.”
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Gavin Baker
Baker predicts xAI will release the first Blackwell model because Elon builds data centers fastest.
“I think the first Blackwell model will come from xAI. And the reason for that is just according to Jensen, no one builds data centers faster than Elon.”
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Gavin Baker
Baker predicts data centers in space will be the most important development in three to four years.
“I think the most important thing that's going to happen in the world, in this world, in the next three to four years is data centers in space.”
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Sir Richard Dearlove
Dearlove previously predicted Iran's regime would fall in 2026 and stands by it.
“I had to make a podcast prediction for 2026 three weeks ago, and I said fall of the Iranian regime in 2026. I think I'm going to see that”
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Marc Rowan
Rowan predicts individual investors will match institutional scale in alternative investments.
“I predict that individuals will be at least as big as institutions in their alternative bucket.”
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Brad Gerstner
Gerstner says AI will be bigger than the Internet, the fourth super cycle he has lived through.
“I've lived through four, the Internet, cloud computing, mobile computing, and now we're entering the age of AI. It will be bigger than the Internet itself.”
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Howard Marks
Marks argues anyone claiming to know AI's trajectory doesn't understand the situation; we're in the first inning.
“I would say if you think you know what's gonna happen, you don't know understand what's going on. We're at the we're in the first inning of a very long unpredictable game.”
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Howard Marks
Marks says if you think you know what will happen with AI, you don't understand what's going on.
“I would say if you think you know what's gonna happen, you don't know understand what's going on.”
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Marc Rowan
Rowan predicts five tech companies will be among ten largest investment-grade issuers within five years.
“The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.”
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Brad Gerstner
Gerstner predicts NVIDIA will be the first $10 trillion company and still believes this in May 2026.
“I've said before, I think NVIDIA will be the first $10,000,000,000,000 company. I you know, as I sit here, you know, in in May '26, I believe that to be true.”
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Dylan Patel
Patel predicts reasoning chains will close as AI response times extend from immediate to hours or days.
“And then as the horizon of AI models gets longer, right, rather than a question answer immediately, the question answer becomes ten minutes, hours, days, the value of all the reasoning is gone.”
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Howard Marks
Marks wrote that if AI exuberance doesn't produce a money-losing bubble, it will be the first technological innovation not to.
“So I wrote in a memo recently this year, and I think it's true that if this technological innovation with its exuberance doesn't produce a money losing bubble, it'll be the first.”
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Brad Gerstner
Gerstner predicts SpaceX will become the largest AI hyperscaler in the United States within a few years.
“My estimate is in a few years, they're gonna be the largest AI hyperscaler in The United States.”
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David Friedberg
Friedberg predicts AI-native operators will target first-generation digital businesses that have become stale and haven't realized AI opportunities.
“And when you take a look at those businesses as a modern day AI operator, you're like, what the hell? This thing is so underutilized.”
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David Friedberg
Friedberg predicts a wave of AI-native operators acquiring stale digital businesses that haven't realized AI opportunities yet.
“And when you take a look at those businesses as a modern day AI operator, you're like, what the hell?”
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David Sacks
Sacks predicts AI capex will deliver returns and calls current volatility temporary and leverage-amplified.
“I think there will be a return on all of this capex and this is temporary market volatility amplified by leverage.”
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Howard Lutnick
Lutnick predicts Canadian negotiators will return immediately after October elections to finalize the deal they walked away from.
“So he's making this a political thing for Canada, and my guess will be as soon as his elections are over, you're gonna see a plane full of Canadian negotiators flying down”
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Where they overlapsame programme, same subject
- CNBC Television also carries Bill Gurley, Howard Marks and Marc Rowan on this subject, at different times.
- All-In Podcast also carries David Friedberg and David Sacks on this subject, at different times.