# 50 recent predictions

Ordered by the date each statement was said. Same-date entries use stable ID order.

- 2026-07-29 — [2.4 million agent users are causing the crisis — what happens at 10x?](https://www.gregosuri.com/predictions/ai-agents/2026-07-29-2-4-million-agent-users-are-causing-the-crisis-wha-k4hj/index.md)
- 2026-07-29 — [Akash: a supercloud built from places clouds don't go](https://www.gregosuri.com/predictions/cloud-decentralization/2026-07-29-akash-a-supercloud-built-from-places-clouds-don-t-k4hj/index.md)
- 2026-07-29 — [Announced data-center projects are stalling — "a crisis beyond historical proportions"](https://www.gregosuri.com/predictions/energy-ai/2026-07-29-announced-data-center-projects-are-stalling-a-cris-k4hj/index.md)
- 2026-07-29 — [Core thesis: spread compute; Akash hit 10 billion tokens a day](https://www.gregosuri.com/predictions/cloud-decentralization/2026-07-29-core-thesis-spread-compute-akash-hit-10-billion-to-k4hj/index.md)
- 2026-07-29 — [Homes are the least understood compute resource; latency is "a symptom, not a cause"](https://www.gregosuri.com/predictions/local-compute/2026-07-29-homes-are-the-least-understood-compute-resource-la-k4hj/index.md)
- 2026-07-29 — [Put 5090s at home on solar and earn income at zero marginal cost](https://www.gregosuri.com/predictions/gpu-economics/2026-07-29-put-5090s-at-home-on-solar-and-earn-income-at-zero-k4hj/index.md)
- 2026-07-29 — [Training now works on distributed, heterogeneous networks](https://www.gregosuri.com/predictions/decentralized-ai/2026-07-29-training-now-works-on-distributed-heterogeneous-ne-k4hj/index.md)
- 2026-07-29 — ["We underpredicted" the AI energy crunch](https://www.gregosuri.com/predictions/energy-ai/2026-07-29-we-underpredicted-the-ai-energy-crunch-k4hj/index.md)
- 2026-07-17 — [14-year turbine lead times are pausing mega-projects](https://www.gregosuri.com/predictions/energy-ai/2026-07-17-14-year-turbine-lead-times-are-pausing-mega-projec-xszb/index.md)
- 2026-07-17 — [A 5090 at home pays for itself in 8 months](https://www.gregosuri.com/predictions/local-compute/2026-07-17-a-5090-at-home-pays-for-itself-in-8-months-7f4o/index.md)
- 2026-07-17 — [Agents are 1000x inference and only 2.4M people use them](https://www.gregosuri.com/predictions/ai-agents/2026-07-17-agents-are-1000x-inference-and-only-2-4m-people-us-hhlu/index.md)
- 2026-07-17 — [Congress testimony: distributed data centers as the fix](https://www.gregosuri.com/predictions/energy-ai/2026-07-17-congress-testimony-distributed-data-centers-as-the-lnag/index.md)
- 2026-07-17 — [Every company will have their own AI cloud](https://www.gregosuri.com/predictions/cloud-decentralization/2026-07-17-every-company-will-have-their-own-ai-cloud-vljw/index.md)
- 2026-07-17 — [Gigawatt data centers by 2028-29 hit the nuclear wall](https://www.gregosuri.com/predictions/energy-ai/2026-07-17-gigawatt-data-centers-by-2028-29-hit-the-nuclear-w-67xx/index.md)
- 2026-07-17 — [GPUs appreciate instead of depreciating](https://www.gregosuri.com/predictions/gpu-economics/2026-07-17-gpus-appreciate-instead-of-depreciating-6xlr/index.md)
- 2026-07-17 — [Heterogeneous compute unlocks decentralized networks](https://www.gregosuri.com/predictions/decentralized-ai/2026-07-17-heterogeneous-compute-unlocks-decentralized-networ-acoo/index.md)
- 2026-07-17 — [Home solar + compute symbiosis](https://www.gregosuri.com/predictions/local-compute/2026-07-17-home-solar-compute-symbiosis-deof/index.md)
- 2026-07-17 — [Hyperscalers will join Akash](https://www.gregosuri.com/predictions/cloud-decentralization/2026-07-17-hyperscalers-will-join-akash-737l/index.md)
- 2026-07-17 — [Nvidia and grassroots engineers are driving local AI](https://www.gregosuri.com/predictions/local-ai/2026-07-17-nvidia-and-grassroots-engineers-are-driving-local-2ubx/index.md)
- 2026-07-17 — [Owning compute is the only moat left](https://www.gregosuri.com/predictions/local-compute/2026-07-17-owning-compute-is-the-only-moat-left-yeh4/index.md)
- 2026-07-17 — [State-sponsored loans for home compute](https://www.gregosuri.com/predictions/local-compute/2026-07-17-state-sponsored-loans-for-home-compute-phym/index.md)
- 2026-07-17 — [Take compute to where the power is](https://www.gregosuri.com/predictions/local-compute/2026-07-17-take-compute-to-where-the-power-is-gfxc/index.md)
- 2026-07-17 — [The future of inference is the home](https://www.gregosuri.com/predictions/local-ai/2026-07-17-the-future-of-inference-is-the-home-nfcm/index.md)
- 2026-04-23 — [A 70B model no longer needs Meta's data centers](https://www.gregosuri.com/predictions/decentralized-ai/2026-04-23-a-70b-model-no-longer-needs-meta-s-data-centers-ri5t/index.md)
- 2026-04-23 — [Agents use Akash in minutes; humans can't onboard them to AWS](https://www.gregosuri.com/predictions/ai-agents/2026-04-23-agents-use-akash-in-minutes-humans-can-t-onboard-t-pm3d/index.md)
- 2026-04-23 — [AkashML processes \~100 billion tokens a month](https://www.gregosuri.com/predictions/other/2026-04-23-akashml-processes-100-billion-tokens-a-month-f6ye/index.md)
- 2026-04-23 — [By 2030: weaker dollar, scarcer resources, real displacement](https://www.gregosuri.com/predictions/other/2026-04-23-by-2030-weaker-dollar-scarcer-resources-real-displ-rzgw/index.md)
- 2026-04-23 — [Chips quadruple yearly; energy has 4-14 year lead times](https://www.gregosuri.com/predictions/energy-ai/2026-04-23-chips-quadruple-yearly-energy-has-4-14-year-lead-t-gz2g/index.md)
- 2026-04-23 — [Claimed track record: called the GPU and energy shortages](https://www.gregosuri.com/predictions/gpu-economics/2026-04-23-claimed-track-record-called-the-gpu-and-energy-sho-joas/index.md)
- 2026-04-23 — [Cloud demand will outpace compute supply](https://www.gregosuri.com/predictions/cloud-decentralization/2026-04-23-cloud-demand-will-outpace-compute-supply-yzrs/index.md)
- 2026-04-23 — [Compute shortage means borrowing from your neighbors](https://www.gregosuri.com/predictions/local-compute/2026-04-23-compute-shortage-means-borrowing-from-your-neighbo-cmux/index.md)
- 2026-04-23 — [Decouple the stack: credit cards for humans, private keys for agents](https://www.gregosuri.com/predictions/ai-agents/2026-04-23-decouple-the-stack-credit-cards-for-humans-private-6gqo/index.md)
- 2026-04-23 — [Distributed training reaches state of the art in 2-3 years](https://www.gregosuri.com/predictions/decentralized-ai/2026-04-23-distributed-training-reaches-state-of-the-art-in-2-6gku/index.md)
- 2026-04-23 — [Double-digit GDP growth from AI within \~5 years, with fewer jobs](https://www.gregosuri.com/predictions/other/2026-04-23-double-digit-gdp-growth-from-ai-within-5-years-wit-wrjn/index.md)
- 2026-04-23 — [Electric vehicles as data centers on wheels](https://www.gregosuri.com/predictions/local-compute/2026-04-23-electric-vehicles-as-data-centers-on-wheels-ps23/index.md)
- 2026-04-23 — [Energy crisis makes home 4090s/5090s a real GPU supply source](https://www.gregosuri.com/predictions/local-compute/2026-04-23-energy-crisis-makes-home-4090s-5090s-a-real-gpu-su-e65w/index.md)
- 2026-04-23 — [Forcing crypto on AI customers was our biggest mistake](https://www.gregosuri.com/predictions/other/2026-04-23-forcing-crypto-on-ai-customers-was-our-biggest-mis-upji/index.md)
- 2026-04-23 — [Four-year outlook: decentralization takes center stage](https://www.gregosuri.com/predictions/cloud-decentralization/2026-04-23-four-year-outlook-decentralization-takes-center-st-xs2e/index.md)
- 2026-04-23 — [Front-end/back-end developers out of a job in 2-3 years](https://www.gregosuri.com/predictions/other/2026-04-23-front-end-back-end-developers-out-of-a-job-in-2-3-trbe/index.md)
- 2026-04-23 — [Half of every SaaS dollar goes to cloud rent-seekers](https://www.gregosuri.com/predictions/cloud-decentralization/2026-04-23-half-of-every-saas-dollar-goes-to-cloud-rent-seeke-blnt/index.md)
- 2026-04-23 — [Home computers will beat data centers as models optimize](https://www.gregosuri.com/predictions/local-compute/2026-04-23-home-computers-will-beat-data-centers-as-models-op-xiby/index.md)
- 2026-04-23 — [Home node program: gaming rigs earning dollars while idle](https://www.gregosuri.com/predictions/local-compute/2026-04-23-home-node-program-gaming-rigs-earning-dollars-whil-jij7/index.md)
- 2026-04-23 — [Homes as power plants for AI](https://www.gregosuri.com/predictions/energy-ai/2026-04-23-homes-as-power-plants-for-ai-cvxk/index.md)
- 2026-04-23 — [If we rely on these companies for intelligence, we lost as a society](https://www.gregosuri.com/predictions/decentralized-ai/2026-04-23-if-we-rely-on-these-companies-for-intelligence-we-tglf/index.md)
- 2026-04-23 — [Local inference because cloud can't be trusted with private data](https://www.gregosuri.com/predictions/local-ai/2026-04-23-local-inference-because-cloud-can-t-be-trusted-wit-fhud/index.md)
- 2026-04-23 — [Market shift from single GPUs to 50-100 node H100 clusters on long-term contracts](https://www.gregosuri.com/predictions/gpu-economics/2026-04-23-market-shift-from-single-gpus-to-50-100-node-h100-nmuc/index.md)
- 2026-04-23 — [Moratoriums and energy limits will force distributed training](https://www.gregosuri.com/predictions/decentralized-ai/2026-04-23-moratoriums-and-energy-limits-will-force-distribut-ot5q/index.md)
- 2026-04-23 — [My home data goes to local GPUs — it never touches the cloud](https://www.gregosuri.com/predictions/local-ai/2026-04-23-my-home-data-goes-to-local-gpus-it-never-touches-t-aste/index.md)
- 2026-04-23 — [Only 1-2% of GPUs on incentive-driven DePIN networks are real](https://www.gregosuri.com/predictions/crypto-depin/2026-04-23-only-1-2-of-gpus-on-incentive-driven-depin-network-bwdn/index.md)
- 2026-04-23 — [Space data centers become real in 3-5 years if energy isn't solved](https://www.gregosuri.com/predictions/energy-ai/2026-04-23-space-data-centers-become-real-in-3-5-years-if-ene-7bp4/index.md)