Apr 17, 2026 · Episode 710

Iran Market Disconnect, Vance v. Pope, and OpenAI Shades Microsoft and Anthropic

3 predictions · 1–0 · 100% accuracy

Scott's predictions3

Anthropic will complete its IPO before OpenAI completes its IPO.
“My my prediction was gonna be Anthropic IPS before OpenAI, but that's boring, and I've already talked about Anthropic.”
Tech · Checkable · by Apr 17, 2027 (inferred)
Not due yetDue Apr 17, 2027
Following Allbirds' pivot to an AI business, other struggling companies such as Chegg, GameStop, and Rent the Runway will announce their own pivots into AI-related business models within the next 90 days (by approximately July 16, 2026).
“The Allbirds pivot to AI will inspire a bunch of copycats. You're gonna see Chegg, GameStop, Rent the Runway, all decide their AI companies.”
Tech · Checkable · by Jul 16, 2026
Came trueResolved May 13, 2026
Allbirds' AI pivot (rebranded as 'New Bird AI') will fail, with its stock price collapsing after insiders sell their shares and investors who bought in lose significant money.
“New bird, if you will, what I call New Bird, will soon be no bird.”
Markets · Judgment call · by Apr 17, 2027 (inferred)
Not due yetDue Apr 17, 2027