Prediction and accountability ledger
The calls being made right now.
Forecasts and commitments from regular 2026 episodes lead this ledger. Open a call to hear it in context, see its deadline, and know exactly what would prove it right or wrong.
28 calls · newest source first
David FriedbergForecastEconomy · 2026-08-29A Social Security funding crisis and state fiscal failures will force bailouts or restructuring around 2030 to 2032.PendingDeadline Dec 31, 2032 View evidence
By December 31, 2032, check whether Social Security requires a legislated solvency rescue and whether at least one US state receives an extraordinary federal bailout or formally restructures obligations.
Still open. The stated window begins in 2030.
Michael KratsiosCommitmentSpace · 2026-08-24American astronauts will return to the Moon in 2028.PendingDeadline Dec 31, 2028 View evidence
Confirm that US astronauts land on the lunar surface by December 31, 2028.
Still open. This was presented as an administration target.
Michael KratsiosCommitmentSpace and energy · 2026-08-24The United States will place a nuclear reactor in space by 2028.PendingDeadline Dec 31, 2028 View evidence
Confirm that a US-led nuclear fission reactor reaches space and begins its intended demonstration or operating mission by December 31, 2028.
Still open. This was presented as an administration target.
Michael KratsiosCommitmentSpace · 2026-08-24The first elements of a US Moon base will be in place by 2030.PendingDeadline Dec 31, 2030 View evidence
Confirm that hardware explicitly intended as part of a sustained US lunar base is delivered to and operating on the Moon by December 31, 2030.
Still open. This was presented as an administration target.
Michael KratsiosCommitmentQuantum computing · 2026-08-24The US national quantum initiative will create a scientifically relevant quantum computer by 2028.PendingDeadline Dec 31, 2028 View evidence
Confirm that the program publicly demonstrates a quantum computer that performs a scientifically useful calculation beyond a classical baseline by December 31, 2028.
Still open. This was presented as a federal program goal.
David SacksForecastAI and business · 2026-08-14Anthropic will exit 2027 at $400 billion to $500 billion in annual recurring revenue.PendingDeadline Jan 31, 2028 View evidence
Use Anthropic's reported or credibly documented annualized revenue run rate for December 2027.
Still open. The forecast concerns Anthropic's exit run rate for 2027.
Jason CalacanisForecastAI and business · 2026-08-14Anthropic will remain below $1 trillion in annual revenue during 2027.PendingDeadline Jan 31, 2028 View evidence
Use Anthropic's reported or credibly documented full-year revenue and December 2027 annualized run rate; both must remain below $1 trillion.
Still open. Calacanis expected growth to slow sharply in 2027.
Jason CalacanisForecastAI and products · 2026-08-08Google will be the number one AI company by consumer usage in 2026.PendingDeadline Dec 31, 2026 View evidence
Compare year-end monthly consumer reach across public AI products and AI-enabled consumer services, using a consistent third-party audience measurement source.
Still open. The comparison will use the same audience measurement method across companies at year end.
Dino MavroukisCommitmentDefense and industry · 2026-08-05Saronic's Port Alpha project will create 10,000 jobs over ten years.PendingDeadline Aug 5, 2036 View evidence
Use company and government employment reporting to determine whether the project supports at least 10,000 direct jobs by August 5, 2036.
Still open. This was presented as a company commitment tied to the shipyard project.
Jason CalacanisForecastMarkets · 2026-07-31OpenAI will complete an IPO in 2027.PendingDeadline Dec 31, 2027 View evidence
Confirm that OpenAI lists shares through a conventional initial public offering by December 31, 2027.
Still open. The call was made while discussing prediction-market odds for a 2026 listing.
Nate SilverForecastPolitics · 2026-06-29Republicans have a slight edge to retain control of the US Senate in the 2026 midterms.PendingDeadline Dec 31, 2026 View evidence
Use certified 2026 Senate election results to determine which party controls a majority of seats.
Still open. Silver put Democratic control near 40% to 45% and gave the GOP a slight edge.
Nate SilverForecastPolitics · 2026-06-29Democrats will win control of the US House in the 2026 midterms, with an estimated 85% to 90% chance.PendingDeadline Dec 31, 2026 View evidence
Use certified 2026 House election results to determine which party controls a majority of seats.
Still open. Silver described the House forecast as the clearer of the two congressional calls.
Nate SilverForecastPolitics · 2026-06-29A Democrat is the slight favorite to win the 2028 US presidential election.PendingDeadline Dec 31, 2028 View evidence
Use the certified winner of the 2028 presidential election.
Still open. This was a directional forecast, not a named-candidate prediction.
Gavin BakerForecastAI infrastructure · 2026-06-26DRAM will account for 30% to 40% of hyperscaler capital spending in 2027.PendingDeadline Mar 31, 2028 View evidence
Estimate 2027 DRAM purchases by major hyperscalers from supplier reporting and divide by their combined reported capital expenditure.
Still open. Full-year company filings and memory-supplier reporting will be needed.
Kyle SamaniForecastCrypto and infrastructure · 2026-06-12Geodnet's annualized revenue run rate will more than triple within 12 months.PendingDeadline Jun 12, 2027 View evidence
Compare the stated $11 million run rate with Geodnet's verifiable annualized network revenue on June 12, 2027; success requires more than $33 million.
Still open. The source turn states both the starting run rate and the growth threshold.
Will MarshallForecastSpace and AI · 2026-06-06Most new compute capacity will be deployed in space within ten years.PendingDeadline Jun 6, 2036 View evidence
Compare new orbital and terrestrial compute capacity deployed during the year ending June 6, 2036; orbital capacity must exceed 50% of the total.
Still open. Marshall tied the forecast to falling launch costs and continuous solar power.
Chamath PalihapitiyaForecastSpace and business · 2026-05-22SpaceX will generate approximately $40 billion to $45 billion in revenue in 2027.PendingDeadline Mar 31, 2028 View evidence
Use SpaceX's reported full-year 2027 revenue, allowing the stated $40 billion to $45 billion range.
Still open. The forecast followed an estimate of $25 billion to $30 billion for 2026.
Gavin BakerForecastAI and business · 2026-05-22The major AI model and application companies will collectively reach $200 billion to $400 billion in annual recurring revenue by the end of 2026.PendingDeadline Jan 31, 2027 View evidence
Sum year-end annualized revenue for OpenAI, Anthropic, Gemini, Cursor, xAI, and the commercial open-model businesses named in the source discussion.
Still open. The range was stated for the named AI providers as a group.
Chamath PalihapitiyaForecastBusiness · 2026-05-08Tesla and SpaceX will merge by the middle of 2027.PendingDeadline Jun 30, 2027 View evidence
Confirm that a binding transaction combining Tesla and SpaceX closes by June 30, 2027.
Still open. Palihapitiya gave the end of 2026 as the primary timing and mid-2027 as the outer bound.
David SacksForecastAI and business · 2026-05-08Anthropic will exit 2026 at approximately $100 billion in annual recurring revenue.PendingDeadline Jan 31, 2027 View evidence
Use Anthropic's reported or credibly documented annualized revenue run rate for December 2026.
Still open. Sacks described the target as a continuation of Anthropic's 10x annual growth.
Jason CalacanisForecastAI infrastructure · 2026-05-01AI and cloud capital spending will reach $1 trillion over the following year.PendingDeadline Jun 30, 2027 View evidence
Sum reported capital expenditure from Amazon, Microsoft, Alphabet, Meta, OpenAI, xAI, and the other large AI infrastructure builders for the 12 months ending May 1, 2027.
Still open. The episode cited $725 billion of 2026 guidance from four hyperscalers before adding other builders.
David SacksForecastAI and security · 2026-05-01Within six months, all frontier AI models will match Anthropic Mythos-level cyber capability.PendingDeadline Nov 1, 2026 View evidence
By November 1, 2026, check whether the leading frontier-model providers have each publicly demonstrated an end-to-end multi-step cyber-attack simulation at or above the Mythos capability discussed in the episode.
Still open. The source tied the comparison to AI Security Institute cyber simulations.
Jason CalacanisForecastAI and products · 2026-04-24The xAI and Cursor collaboration will put one of its models in the top three of a major public coding leaderboard within 12 months.PendingDeadline Apr 24, 2027 View evidence
By April 24, 2027, check whether a jointly developed xAI or Cursor model reaches the top three on the public coding leaderboard referenced in the episode or its direct successor.
Still open. The top-three rule makes the phrase front of the leaderboard testable.
Brad GerstnerForecastAI and business · 2026-04-10Anthropic will exit 2026 at $80 billion to $100 billion in annualized revenue.PendingDeadline Jan 31, 2027 View evidence
Use Anthropic's reported or credibly documented annualized revenue run rate for December 2026.
Still open. This independent April call preceded Sacks's approximately $100 billion forecast in May.
Jason CalacanisForecastAI infrastructure · 2026-03-19Nvidia will exceed $350 billion in revenue and generate $200 billion in free cash flow in 2027.PendingDeadline Apr 30, 2028 View evidence
Use Nvidia's fiscal-year reporting that covers most of calendar 2027; both thresholds must be met.
Still open. Both the revenue and free-cash-flow conditions must hold.
Jason CalacanisForecastPolitics · 2026-03-13Democrats will win both the House and Senate in the 2026 midterms.PendingDeadline Dec 31, 2026 View evidence
Use certified 2026 congressional election results; Democrats must control both chambers.
Still open. The call was made in the context of the Iran war and Trump's approval rating.
Jason CalacanisForecastPolitics · 2026-03-13A Democrat will win the 2028 US presidential election.PendingDeadline Dec 31, 2028 View evidence
Use the certified winner of the 2028 presidential election.
Still open. This was paired with the prediction of a Democratic midterm sweep.
Howard LutnickForecastEconomy · 2026-01-09US real GDP growth will reach 4% by the end of 2026.PendingDeadline Mar 31, 2027 View evidence
Use the Bureau of Economic Analysis estimate for real GDP growth in the fourth quarter of 2026 or full-year 2026, matching the speaker's end-of-year framing.
Still open. Final fourth-quarter and annual GDP estimates arrive after year end.
The accountability rule
Set the test before reading the result.
- Every call has a speaker, source date, deadline, and concrete test.
- Commitments are labeled separately from personal forecasts.
- Pending calls stay open until the deadline and final data arrive.