AI Prediction Index

Chamath Palihapitiya

Founder and CEO of Social Capital; All-In Podcast co-host

@chamathWikipedia

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“[On 2026 US real GDP growth:] I think the lower bound is five. I think the upper bound is six-two [6.2%]... if we print six, the only country in the modern world that we think of as a quasi-peer competitor that has printed six is the Chinese. [Driven by AI-led productivity, deregulation and tax cuts.]”

Founder and CEO, Social Capital; co-host, All-In podcast

Said Jan 9, 2026Deadline Dec 31, 2026All-In Podcast, "All-In's 2026 Predictions," January 9, 2026

Not resolvable until the full-year 2026 figure is published, but BEA data so far show real GDP growth of 2.1% annualized in Q1 2026 and 1.5% in Q2 2026 — far below the 5-6.2% range.

“I will pick copper. We are still completely underestimating how short we are in terms of the global demand-supply dynamics of a handful of critical elements that we need... the asset that is set up to go absolutely parabolic is copper — it is the most useful, cheap, amenable, conductive material that we have.”

Founder and CEO, Social Capital; co-host, All-In podcast

Tracking well so far: copper set successive records in 2026, crossing about $14,779 per tonne on the LME in early September 2026 (roughly +45-48% year over year), but the full-year outcome is not yet settled.

“Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Iren Baseten Together Fireworks”

Founder and CEO of Social Capital, CEO of 8090, co-host of the All-In podcast

Said Sep 19, 2026Deadline Sep 19, 2027X post by @chamath, September 19, 2026

Posted in reply to data showing open-weight models at 78.4% of token volume on Vercel's AI Gateway; resolves by September 19, 2027 on whether the top three models (by usage/leaderboard standing) are open source.

“Most contrarian belief for 2024: the enterprise value of OpenAI goes down.”

Founder and CEO of Social Capital; All-In Podcast co-host

OpenAI's valuation rose sharply in 2024, from roughly $86B in the early-2024 tender to about $157B in the October 2024 round; the All-In hosts scored it themselves, noting it 'roughly doubled.'