AI revenue is his clearest miss: he predicted $100B run rate by mid-2026, and the best is $60B.
Honestly being off by less than a factor of 2 doesn’t seem that bad, especially since it’s not yet April.
True, the 3.5 rating seems a bit harsh! I just tweaked the wording that you quoted directly
Honestly being off by less than a factor of 2 doesn’t seem that bad, especially since it’s not yet April.
True, the 3.5 rating seems a bit harsh! I just tweaked the wording that you quoted directly