AI companies' forecasts

What experts have said about AI companies' forecasts

1 statement · 1 negative

1. Chamath PalihapitiyaNegativeMay 1, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   AI companies miss forecasts because power supply, not demand, limits token generation.

   “The reason that these folks may miss a number or a forecast have nothing to do with demand. It is entirely 100% due to the supply of the power necessary to generate the output token.”

   Listen at 8:30

   Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.