predictions: everyone on the record — The Minutes https://minutesof.com/on/predictions/ Everyone on the record about predictions: 11 verbatim quotes from 4 people, December 2012 to February 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:10 +0000 Dylan Patel: Patel predicts AMD will remain in single-digit percentage market share despite being credible com https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ “I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 predictions Dylan Patel: Patel predicts China will stop open sourcing AI models once ahead and closed source will ultimate https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ “China's open sourcing stuff only because they're behind the moment they're ahead, they will stop open sourcing stuff. And at the end of the day, closed source will win. Unfortunately, closed source will win.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 predictions Howard Lutnick: Lutnick predicts Trump will balance the budget and interest rates will drop 150 basis points d https://minutesof.com/q/d5b08bba-a62f-4fd0-bd1d-e9790ab5060e/ https://minutesof.com/q/d5b08bba-a62f-4fd0-bd1d-e9790ab5060e/ “Let Donald Trump is going to balance the budget of The United States Of America. Interest rates are gonna drop a 150 basis points during his term.” — Howard Lutnick, CBS Evening News Wed, 12 Mar 2025 00:26:30 +0000 predictions Dylan Patel: Or or that's what it looks like based on or, you know, one gigawatt in twenty twenty six ish. And https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ “Or or that's what it looks like based on or, you know, one gigawatt in twenty twenty six ish. And Meta's Meta's, like, trying to do, like, two gigawatts by early to mid twenty seven.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 predictions Bill Gurley: Gurley warns 2026 is when the reckoning comes on whether AI infrastructure spending continues at https://minutesof.com/q/56f29114-bc4f-4980-8a5f-590223cf0360/ https://minutesof.com/q/56f29114-bc4f-4980-8a5f-590223cf0360/ “It's gonna bring so many people with them. But 2026 is like where the reckoning comes. Right? But, you know, will will people keep spending like this?” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 predictions Bill Gurley: You know, I can go from 10,000,000 to 100,000,000 to billion to $10,000,000,000 on reasoning in s https://minutesof.com/q/62ff4fe1-86c3-4195-b4f5-3a55efd51a21/ https://minutesof.com/q/62ff4fe1-86c3-4195-b4f5-3a55efd51a21/ “You know, I can go from 10,000,000 to 100,000,000 to billion to $10,000,000,000 on reasoning in such a quick succession.” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 predictions Bill Gurley: Gurley predicts a smaller company with a courageous founder will IPO first, not Stripe or other l https://minutesof.com/q/2cde2a46-1886-4b87-8e6f-73d356f2eee2/ https://minutesof.com/q/2cde2a46-1886-4b87-8e6f-73d356f2eee2/ “I actually I actually think we'll probably see someone a smaller company with a courageous founder step through the window. Like, I don't think we don't have to wait around for Stripe.” — Bill Gurley, Bg2 Pod Thu, 25 Jan 2024 16:05:50 +0000 predictions David Friedberg: Friedberg predicts all infectious disease could be eradicated in 20 years if not for regulato https://minutesof.com/q/acbe46f2-6532-453d-9c65-1baf29262042/ https://minutesof.com/q/acbe46f2-6532-453d-9c65-1baf29262042/ “I think in twenty years we could kind of eradicate all infectious disease. The only thing holding that up is regulation because the science is known.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:17:29 +0000 predictions David Friedberg: Friedberg admits he vastly overestimated lockdown effectiveness, predicting under 20,000 deat https://minutesof.com/q/5ffd6485-1f15-40cb-a183-922efab0bb48/ https://minutesof.com/q/5ffd6485-1f15-40cb-a183-922efab0bb48/ “I was like, Oh, April 7, we'll be back to work. And I also had a bet going with you guys and I said, gonna have less than twenty thousand deaths in The US.” — David Friedberg, All-In Podcast Thu, 21 May 2020 05:17:29 +0000 predictions Bill Gurley: Gurley predicts the next ten years will involve removing enterprise technology and moving systems https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ https://minutesof.com/q/1e19ffb2-72ef-4185-9eb3-dd7621638e65/ “I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 18:06:49 +0000 predictions Bill Gurley: Gurley recalls predictions from five years ago that venture capital would become obsolete due to https://minutesof.com/q/7f270237-4a03-4d0f-9c16-4a86b735b4ee/ https://minutesof.com/q/7f270237-4a03-4d0f-9c16-4a86b735b4ee/ “If you go back about five years, a whole bunch of people said, well Venture's dead because there's infinite angel money and you can start a company for cheap and you won't need Venture anymore.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 17:49:11 +0000 predictions