Feb 7, 2025 · Episode 590

Elon Pushback, Trump's Distraction Trap, and Disney Earnings

2 predictions · 1–1 · 50% accuracy

Scott's predictions2

Dozens of new AI 'unicorn' startups will emerge in the application layer (companies building branded, vertical AI products on top of infrastructure and LLMs).
“But I think what you're about to see is a of a golden age or dozens of new unicorns in what I call the application layer.”
Tech · Judgment call · by Feb 7, 2026 (inferred)
Came trueResolved 2025
The AI infrastructure and LLM layer (e.g., companies like NVIDIA, Anthropic, OpenAI) will lose tens of billions of dollars in value as investors realize their competitive moats are smaller than previously believed.
“I do think that the infrastructure in the LLM layer is about to shed tens of billions of dollars as people realize the moats aren't as big as they thought.”
Tech · Judgment call · by Feb 7, 2026 (inferred)
Didn’t happenResolved Feb 7, 2026