The AI stock bubble will burst within about a year, i.e. by the end of September 2027 (moved up from his earlier 2028 base case).
“the bubble in AI may burst sooner than later.”AIMarkets
A public record of predictions made by well-known people: their exact words, when they said them, and how things turned out.
| Person | Category | Predictions | Scored | Accurate | Late | Partial | Wrong | Accuracy |
|---|---|---|---|---|---|---|---|---|
| Al Gore | Politician | 8 | 4 | 1 | 0 | 0 | 3 | 25% |
| Allan Lichtman | Academic | 8 | 7 | 5 | 0 | 1 | 1 | 79% |
| Anthony Fauci | Scientist | 9 | 8 | 4 | 0 | 3 | 1 | 69% |
| Bill Gates | Tech leader | 21 | 11 | 4 | 0 | 4 | 3 | 55% |
| Cathie Wood | Investor | 20 | 12 | 4 | 0 | 1 | 7 | 38% |
| Dario Amodei | Tech leader | 8 | 2 | 0 | 1 | 1 | 0 | 50% |
| Donald Trump | Politician | 23 | 19 | 3 | 0 | 2 | 14 | 21% |
| Ed Yardeni | Market strategist | 9 | 5 | 4 | 0 | 0 | 1 | 80% |
| Elon Musk | Tech leader | 18 | 16 | 1 | 4 | 1 | 10 | 22% |
| Eric Schmidt | Tech leader | 10 | 7 | 1 | 0 | 2 | 4 | 29% |
| Gary Marcus | AI researcher | 12 | 9 | 9 | 0 | 0 | 0 | 100% |
| Geoffrey Hinton | AI researcher | 7 | 1 | 0 | 0 | 0 | 1 | 0% |
| Gordon Chang | Commentator | 3 | 3 | 1 | 0 | 0 | 2 | 33% |
| Harry Dent | Market strategist | 10 | 10 | 1 | 0 | 0 | 9 | 10% |
| Jack Dorsey | Tech leader | 5 | 2 | 0 | 0 | 0 | 2 | 0% |
| James Hansen | Scientist | 11 | 6 | 6 | 0 | 0 | 0 | 100% |
| Jamie Dimon | Business leader | 16 | 10 | 6 | 0 | 0 | 4 | 60% |
| Janet Yellen | Policymaker | 8 | 6 | 2 | 0 | 1 | 3 | 42% |
| Jensen Huang | Tech leader | 8 | 1 | 0 | 0 | 0 | 1 | 0% |
| Jeremy Siegel | Economist | 11 | 10 | 4 | 1 | 0 | 5 | 45% |
| Jerome Powell | Policymaker | 15 | 12 | 6 | 0 | 5 | 1 | 71% |
| Jim Cramer | Commentator | 18 | 17 | 2 | 0 | 1 | 14 | 15% |
| Joe Biden | Politician | 10 | 9 | 6 | 0 | 0 | 3 | 67% |
| Kevin Hassett | Economist | 7 | 7 | 1 | 0 | 1 | 5 | 21% |
| Larry Summers | Economist | 19 | 14 | 5 | 0 | 0 | 9 | 36% |
| Marc Andreessen | Investor | 8 | 5 | 3 | 1 | 1 | 0 | 80% |
| Mark Zuckerberg | Tech leader | 16 | 7 | 3 | 0 | 3 | 1 | 64% |
| Masayoshi Son | Investor | 5 | 0 | 0 | 0 | 0 | 0 | — |
| Michael Burry | Investor | 7 | 4 | 1 | 0 | 1 | 2 | 38% |
| Michael Saylor | Crypto figure | 10 | 4 | 1 | 0 | 0 | 3 | 25% |
| Michio Kaku | Scientist | 8 | 3 | 0 | 0 | 2 | 1 | 33% |
| Mohamed El-Erian | Economist | 9 | 9 | 3 | 0 | 3 | 3 | 50% |
| Nouriel Roubini | Economist | 21 | 17 | 5 | 0 | 2 | 10 | 35% |
| Paul Ehrlich | Scientist | 9 | 7 | 0 | 0 | 0 | 7 | 0% |
| Paul Krugman | Economist | 17 | 15 | 6 | 0 | 1 | 8 | 43% |
| Peter Schiff | Investor | 24 | 20 | 5 | 2 | 0 | 13 | 30% |
| Peter Thiel | Investor | 3 | 3 | 0 | 0 | 1 | 2 | 17% |
| Peter Zeihan | Commentator | 9 | 4 | 1 | 0 | 1 | 2 | 38% |
| Ray Dalio | Investor | 7 | 5 | 2 | 0 | 0 | 3 | 40% |
| Ray Kurzweil | Futurist | 23 | 16 | 3 | 6 | 0 | 7 | 38% |
| Robert Kiyosaki | Commentator | 9 | 7 | 1 | 1 | 0 | 5 | 21% |
| Sam Altman | Tech leader | 16 | 4 | 3 | 1 | 0 | 0 | 88% |
| Steve Ballmer | Tech leader | 6 | 5 | 1 | 0 | 1 | 3 | 30% |
| Thomas Friedman | Commentator | 5 | 5 | 4 | 0 | 0 | 1 | 80% |
| Tom Lee | Market strategist | 10 | 9 | 3 | 0 | 1 | 5 | 39% |
| Vinod Khosla | Investor | 7 | 1 | 0 | 0 | 0 | 1 | 0% |
| Vitalik Buterin | Crypto figure | 8 | 5 | 3 | 1 | 0 | 1 | 70% |
| Yann LeCun | AI researcher | 6 | 1 | 0 | 0 | 0 | 1 | 0% |
Accuracy counts accurate as 1, late or partial as ½, inaccurate as 0. Pending predictions don't count.
“the bubble in AI may burst sooner than later.”AIMarkets
“We think that during the next three to five years, we will be seeing regularly and perhaps on average growth north of 7%”EconomyAI
“It's hard to imagine a world in several years where most glasses that people wear aren't AI glasses.”TechnologyAI
“This is a topic that I warned about very publicly in 2025, where I predicted that AI could displace half of all entry-level white collar jobs in the next 1–5 years, even as it accelerates economic growth and scientific progress.”EconomyAI
“not that powerful AI is definitely coming in 1–2 years, but that there’s a decent chance it does, and a very strong chance it comes in the next few.”AI
“I think we might have AI that is smarter than any human by the end of this year … No later than next year.”AI
“We won’t get to AGI in 2026 (or 7).”AITechnology
“In the midterms, AI will be an election issue for first time.”ElectionsAIPolitics
“Human domestic robots like Optimus and Figure will be all demo and very little product.”AITechnology
“How about '27?”AIEconomy
“by the end of this decade, by 2030, if we don't have extraordinarily capable models that do things that we ourselves cannot do, I'd be very surprised”AI
“OpenAI is very likely going to be the world's next multitrillion-dollar hyperscale company”MarketsAI
“I'm confident that a lot of current customer support that happens over a phone or computer, those people will lose their jobs, and that'll be better done by an AI.”AIEconomy
“It's going to create massive unemployment and a huge rise in profits.”EconomyAI
“We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.”AIMarkets
“Personal devices like glasses that understand our context because they can see what we see, hear what we hear, and interact with us throughout the day will become our primary computing devices.”TechnologyAI
“I believe half of the population of the US will be covered by Tesla’s Robotaxi by the end of the year.”Self-drivingAI
“I acknowledge that I personally have longer-than-2027 timelines”AI
“Within the next five years, any economically valuable job humans can do, AI will be able to do 80% of it”AIEconomy
“almost everybody in the 2030s will have a humanoid robot at home”TechnologyAI
“One of my predictions is the 2030s will see a faster rate of demise of Fortune 500 companies than we've ever seen”EconomyAI
“Someone like a legal assistant or paralegal — they're not going to be needed for very long.”EconomyAI
“2026 will likely see the arrival of systems that can figure out novel insights.”AI
“2027 may see the arrival of robots that can do tasks in the real world.”AITechnology
“The US economy’s potential growth will approach 4% by 2030”EconomyAI
“I would guess that sometime in the next 12 to 18 months, we'll reach the point where most of the code that's going toward these efforts is written by AI.”AITechnology
“our bet is sort of that in the next year... maybe half the development is going to be done by AI as opposed to people”AITechnology
“And they're about comparable with the experts by now. They'll soon be considerably better because they'll have had a lot more experience.”HealthAI
“there's a good chance it'll be here in 10 years or less now.”AI
“within three to five years we'll have what is called general intelligence, AGI”AI