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.”AI
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 | 5 | 1 | 0 | 0 | 4 | 20% |
| Allan Lichtman | 8 | 7 | 5 | 0 | 1 | 1 | 79% | |
| Anthony Fauci | Scientist | 9 | 5 | 5 | 0 | 0 | 0 | 100% |
| Bill Gates | Tech leader | 14 | 5 | 2 | 0 | 0 | 3 | 40% |
| Cathie Wood | Investor | 11 | 6 | 3 | 0 | 0 | 3 | 50% |
| Dario Amodei | Tech leader | 8 | 2 | 0 | 1 | 1 | 0 | 50% |
| Donald Trump | Politician | 12 | 7 | 2 | 0 | 0 | 5 | 29% |
| Ed Yardeni | Market strategist | 9 | 5 | 4 | 0 | 0 | 1 | 80% |
| Elon Musk | Tech leader | 8 | 5 | 0 | 2 | 0 | 3 | 20% |
| Eric Schmidt | Tech leader | 10 | 5 | 1 | 0 | 0 | 4 | 20% |
| 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 | 9 | 1 | 0 | 0 | 8 | 11% |
| Jack Dorsey | Tech leader | 5 | 1 | 0 | 0 | 0 | 1 | 0% |
| James Hansen | Scientist | 11 | 6 | 6 | 0 | 0 | 0 | 100% |
| Jamie Dimon | Business leader | 10 | 3 | 2 | 0 | 0 | 1 | 67% |
| Janet Yellen | Policymaker | 8 | 5 | 2 | 0 | 0 | 3 | 40% |
| Jensen Huang | Tech leader | 8 | 1 | 0 | 0 | 0 | 1 | 0% |
| Jeremy Siegel | Economist | 11 | 10 | 4 | 1 | 0 | 5 | 45% |
| Jerome Powell | Policymaker | 11 | 9 | 4 | 0 | 4 | 1 | 67% |
| Jim Cramer | Commentator | 8 | 7 | 1 | 0 | 0 | 6 | 14% |
| Joe Biden | Politician | 10 | 7 | 5 | 0 | 0 | 2 | 71% |
| Kevin Hassett | Economist | 7 | 5 | 1 | 0 | 0 | 4 | 20% |
| Larry Summers | Economist | 12 | 9 | 4 | 0 | 0 | 5 | 44% |
| Marc Andreessen | Investor | 8 | 5 | 3 | 1 | 1 | 0 | 80% |
| Mark Zuckerberg | Tech leader | 11 | 2 | 1 | 0 | 0 | 1 | 50% |
| Masayoshi Son | Investor | 5 | 0 | 0 | 0 | 0 | 0 | — |
| Michael Burry | Investor | 7 | 3 | 0 | 0 | 1 | 2 | 17% |
| Michael Saylor | Crypto figure | 10 | 4 | 1 | 0 | 0 | 3 | 25% |
| Michio Kaku | Scientist | 8 | 2 | 0 | 0 | 1 | 1 | 25% |
| Mohamed El-Erian | Economist | 9 | 6 | 2 | 0 | 2 | 2 | 50% |
| Nouriel Roubini | Economist | 10 | 7 | 2 | 0 | 1 | 4 | 36% |
| Paul Ehrlich | Scientist | 9 | 5 | 0 | 0 | 0 | 5 | 0% |
| Paul Krugman | Economist | 8 | 7 | 4 | 0 | 0 | 3 | 57% |
| Peter Schiff | Investor | 13 | 7 | 3 | 1 | 0 | 3 | 50% |
| Peter Thiel | Investor | 3 | 3 | 0 | 0 | 1 | 2 | 17% |
| Peter Zeihan | Commentator | 9 | 4 | 1 | 0 | 1 | 2 | 38% |
| Ray Kurzweil | Futurist | 8 | 4 | 1 | 1 | 0 | 2 | 38% |
| Robert Kiyosaki | Commentator | 9 | 7 | 1 | 1 | 0 | 5 | 21% |
| Sam Altman | Tech leader | 10 | 2 | 2 | 0 | 0 | 0 | 100% |
| Steve Ballmer | Tech leader | 6 | 4 | 0 | 0 | 0 | 4 | 0% |
| Thomas Friedman | Commentator | 5 | 5 | 4 | 0 | 0 | 1 | 80% |
| Tom Lee | 10 | 9 | 3 | 0 | 1 | 5 | 39% | |
| Vinod Khosla | Investor | 7 | 1 | 0 | 0 | 0 | 1 | 0% |
| Vitalik Buterin | 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.”AI
“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
“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
“We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.”AI
“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”AI
“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.”AI
“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”AI
“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.”AI
“there's a good chance it'll be here in 10 years or less now.”AI
“So we believe as an industry that in the next one year the vast majority of programmers will be replaced by AI programmers.”AI
“We also believe that within one year you will have graduate level mathematicians that are at the tippy top of graduate math programs.”AI
“within three to five years we'll have what is called general intelligence, AGI”AI
“when, literally, humanoid robots are wandering around, which is not five years away. This is not five-years-away problem, this is a few-years-away problem.”AI
“we are not far from the world—I think we’ll be there in three to six months—where AI is writing 90 percent of the code. And then in twelve months, we may be in a world where AI is writing essentially all of the code.”AI
“Possibly by 2026 or 2027 (and almost certainly no later than 2030), the capabilities of AI systems will be best thought of as akin to an entirely new state populated by highly intelligent people appearing on the global stage—a "country of geniuses in a datacenter"”AI
“Life will go on mostly the same in the short run, and people in 2025 will mostly spend their time in the same way they did in 2024.”AI
“I think our internal benchmark is now around 50, and maybe we'll hit number one by the end of this year.”AI
“with AI, over the next decade, that will become free, commonplace — great medical advice, great tutoring,”AI
“But now I have corrected that statement and I feel that AGI will actually arrive much sooner than that”AI
“In AI, I expect this is going to be the year when a highly intelligent and personalized AI assistant reaches more than 1 billion people, and I expect Meta AI to be that leading AI assistant.”AI
“I also expect that 2025 will be the year when it becomes possible to build an AI engineering agent that has coding and problem-solving abilities of around a good mid-level engineer.”AI
“I think within five years, nobody in their right mind would use them anymore,”AI
“within three to five years we'll have systems that are a completely different paradigm.”AI
“We believe that, in 2025, we may see the first AI agents "join the workforce" and materially change the output of companies.”AI
“But it's not going to happen next year. It's not going to happen in two years,”AI
“And I think in another year we'll probably be at 90%. I mean, I don't know, but might even be less than that.”AI
“I think next year we're going to go to a few billion, and then 2026, we may go to above 10 billion. And probably by 2027, their ambitions to build hundred billion dollar clusters. And I think all of that actually will happen.”AI
“It is possible that we will have superintelligence in a few thousand days (!); it may take longer, but I’m confident we’ll get there.”AI