Predictions
1,689 statements from 240 videos and podcasts, 2015–2026. Every quote links to the exact moment it was said.
Local Compute
Latest: Homes are the least understood compute resource; latency is "a symptom, not a cause" (2026-07-29)
Local AI
Latest: Nvidia and grassroots engineers are driving local AI (2026-07-17)
Decentralized AI
Latest: Training now works on distributed, heterogeneous networks (2026-07-29)
Energy & AI
Latest: Announced data-center projects are stalling — "a crisis beyond historical proportions" (2026-07-29)
GPU Economics
Latest: Put 5090s at home on solar and earn income at zero marginal cost (2026-07-29)
Cloud Decentralization
Latest: Core thesis: spread compute; Akash hit 10 billion tokens a day (2026-07-29)
Open-Source AI
Latest: What happens when Chinese labs stop shipping open models? (2026-04-23)
Crypto & DePIN
Latest: Only 1-2% of GPUs on incentive-driven DePIN networks are real (2026-04-23)
AI Agents
Latest: 2.4 million agent users are causing the crisis — what happens at 10x? (2026-07-29)
Other
Latest: AkashML processes ~100 billion tokens a month (2026-04-23)