Every human predicts the future of Artificial Intelligence. We keep the receipts.

“In the good old days it took 500 artists five years to make a world-class animated movie. I think it won't take 10 percent of that. Literally, I don't think it will take 10 percent of that three years out from now.”

Jeffrey KatzenbergThought Leader

Co-founder of DreamWorks SKG and former CEO of DreamWorks Animation; co-founder and managing partner, WndrCo

Deadline falls in November 2026. Resolution will turn on whether world-class animated features can be made with roughly a tenth of the traditional 500-artist, five-year crew effort.

“I don't think we're there yet, where they can run the entire company without hiring engineers, but that might be a year, 18 months away.”

The 18-month outer bound runs to late November 2026; as of September 2026 vibe-coded startups are common but there is no evidence of companies generally operating without engineering staff.

“Tesla price target raised from $350 to $500: 'We believe the golden age of autonomous is now on the doorstep for Tesla with the Austin launch next month… The $1 trillion of AI valuation will start to get unlocked in the Tesla story and we believe the march to a $2 trillion valuation for TSLA over the next 12 to 18 months has now begun.'”

The 12-month leg lapsed just short: Tesla's all-time high was $498.83 intraday on December 22, 2025, versus the $500 target. The $2 trillion valuation leg runs to about November 2026, with Tesla's market cap around $1.4 trillion as of September 2026.

“Another 220k GB300 [will be operational at Colossus 2] in November.”

Elon MuskCEO

CEO of SpaceX and xAI (SpaceXAI)

Deadline is end of November 2026; Musk's schedule implies Colossus 2 would reach roughly 990k GB200/GB300 chips by then.

“We are cautiously optimistic about achieving our AI revenue goal of at least $750 million in AI networking in 2025.”

Arista's FY2025 results (reported February 12, 2026) showed revenue of $9.006 billion, and Ullal stated: 'We exceeded both our AI networking and campus expansion goals.' The $750 million back-end AI target was met, with total AI networking revenue around $1.6 billion and 2026 guidance of $3.25 billion.

“We have increased our HBM market TAM estimate to now exceed $30 billion in 2025 — we have increased our estimate from $25 billion to $30 billion for calendar year 2025, driven by increased demand and increased volume required in 2025 for HBM.”

Sanjay MehrotraCEO

Chairman, President and CEO, Micron Technology

Industry estimates put the 2025 HBM market at roughly $35-38 billion (some trackers higher), comfortably above Mehrotra's raised $30 billion TAM forecast, with SK hynix alone taking roughly 58-62% share of a rapidly expanding market.

“We expect third-quarter 2026 total net sales between €11.0 billion and €12.0 billion, with a gross margin between 55% and 57%.”

ASML reported Q3 2026 total net sales of €11.66 billion on October 14, 2026 — comfortably inside the guided €11.0–12.0 billion range — but gross margin came in at 57.5%, above the guided 55–57% band. Revenue guidance hit; the margin guidance was beaten rather than met.

“We remain on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026.”

On the July 22, 2026 Q2 call Strazik said Gas Power had 'now reached our 20-gigawatt annualized run rate' and was on track for 24 GW in 2028, and in September he guided to a ~5 GW quarterly production run rate in both Q3 and Q4 2026 (equivalent to 20 GW annualized). Q3 2026 results (reported October 28, 2026) showed Power revenue of $6.1B, up 25%, on higher Gas Power turbine volumes with 32 turbine shipments and Power EBITDA margin of 21.4%, consistent with the milestone being hit on schedule.