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 |
|---|---|---|---|---|---|---|---|---|
| Bill Ackman | Investor | 9 | 6 | 2 | 0 | 2 | 2 | 50% |
| Cathie Wood | Investor | 23 | 15 | 5 | 0 | 1 | 9 | 37% |
| Jeremy Grantham | Investor | 9 | 9 | 4 | 0 | 1 | 4 | 50% |
| Jim Cramer | Commentator | 18 | 17 | 2 | 0 | 1 | 14 | 15% |
| Marc Andreessen | Investor | 14 | 10 | 6 | 1 | 2 | 1 | 75% |
| Masayoshi Son | Investor | 8 | 0 | 0 | 0 | 0 | 0 | — |
| Michael Burry | Investor | 11 | 8 | 3 | 0 | 3 | 2 | 56% |
| Michael Saylor | Crypto figure | 15 | 7 | 2 | 0 | 1 | 4 | 36% |
| Mohamed El-Erian | Economist | 17 | 17 | 10 | 0 | 4 | 3 | 71% |
| Peter Schiff | Investor | 27 | 23 | 4 | 3 | 0 | 16 | 24% |
| Peter Thiel | Investor | 8 | 5 | 0 | 0 | 1 | 4 | 10% |
| Ray Dalio | Investor | 7 | 5 | 2 | 0 | 0 | 3 | 40% |
| Robert Kiyosaki | Commentator | 14 | 12 | 2 | 4 | 0 | 6 | 33% |
| Vinod Khosla | Investor | 13 | 3 | 0 | 1 | 0 | 2 | 17% |
| Warren Buffett | Investor | 10 | 8 | 5 | 1 | 1 | 1 | 75% |
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
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“By 2030, there will be no such thing as IT services or BPO, they will be gone.”EconomyAI
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“I think Bitcoin is going to double or triple the performance of the S&P over the next four to eight years.”CryptoMarkets
“Gold and silver are warning about a bigger crisis that's gonna hit either later this year or maybe next year.”EconomyMarkets
“Thereafter, deregulation and other fiscal stimuli should turbocharge the impact of lower interest rates and accelerate GDP growth during the second half of 2026.”Economy
“I predict: Silver opens tomorrow at $100 and goes to all time highs.”Markets
“I believe silver will go through $100 in 2026… possibly $200 an ounce.”Markets
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“There's no doubt in my mind, bitcoin will be a larger asset class than gold by the year 2035.”Crypto
“My target price for Bitcoin is $250,000 in 2026.”Crypto
“We are going to reach a moment in the next year where the conversation will shift from lower interest rates to rising rates”EconomyMarkets
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“I don’t know why it won’t grind up to a million dollars a coin over the next four to eight years,”Crypto
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“I believe that 10 years from now, a small number of ASI leaders will be generating value on a scale equivalent to at least 5% of global GDP—around ¥1,300 trillion.”AIEconomy
“One of my predictions is the 2030s will see a faster rate of demise of Fortune 500 companies than we've ever seen”EconomyAI
“almost everybody in the 2030s will have a humanoid robot at home”TechnologyAI
“Within the next five years, any economically valuable job humans can do, AI will be able to do 80% of it”AIEconomy
“Winter is not coming back,”Crypto
“we believe the current equity market correction is likely to stop short of a bear market and will evolve into a broader-based healthier bull market”Markets
“I believe silver will 2X… possibly $70 this year.”Markets
“I strongly believe, by 2035, that one Bitcoin will be over $ 1 million, Gold will be $30,000, and silver $3,000 a coin”MarketsCrypto
“I think if we're lucky we'll get one rate cut, not four, and it wouldn't surprise me if we get none”Economy