“I think we're in an LLM bubble, and I think the LLM bubble might be bursting next year [2026]. But 'LLM' is just a subset of AI when it comes to applying AI to biology, chemistry, image, audio and video.”
The 2026 outcome is not yet settled.
“There will be the first major public protest related to AI. [Prediction for 2025.]”
Anti-AI protest activity did emerge in 2025 — dozens of local anti-data-center campaigns (helping delay or block roughly $156 billion of projects) plus small Stop AI/PauseAI demonstrations — but the first genuinely large, coordinated public protests came later, with 142 simultaneous demonstrations across 42 states on 18 July 2026.
“A big company will see its market cap divided by two or more because of AI. [Prediction for 2025.]”
No large company's market capitalisation halved on AI disruption during 2025: the clearest AI casualties (education and gig-work names such as Chegg) were already small caps, while large 'AI-disrupted' decliners such as Adobe and Salesforce fell well short of 50%.
“At least 100,000 personal AI robots will be pre-ordered. [Prediction for 2025.]”
Consumer humanoid pre-orders only began on 28 October 2025, when 1X opened deposits for the $20,000 NEO; no company reported anything approaching 100,000 personal-robot pre-orders in 2025 (Hugging Face's own Reachy Mini had sold roughly 10,000 units by mid-2026).
“China will start to lead the AI race (as a consequence of leading the open-source AI race). [Prediction for 2025.]”
Chinese labs did take the lead in open-weight models during 2025 (DeepSeek's R1, Alibaba's Qwen family dominating downloads and derivatives), but US labs retained the frontier-capability and revenue lead, so China did not lead the AI race overall.
“We will begin to see the economic and employment growth potential of AI, with 15M AI builders on Hugging Face. [Prediction for 2025.]”
Hugging Face's own Spring 2026 review reports the platform grew to 13 million users in 2025 (from about 7 million when the prediction was made) — close to a doubling, but short of the 15 million target; it passed roughly 18 million builders by September 2026.