00:00:00Are you guys ready to do this? Are you guys ready to have the greatest text predictions ever?
00:00:03Yeah, okay
00:00:06Casey okay. Are you on Twitter arguing right now Casey?
00:00:18No, actually I was just going to post something that is relevant to my prediction so I could reference it on
00:00:26This particular show. Oh
00:00:30We're playing checkers dude, yeah, he's playing chess right now. All I got is a notepad up
00:00:37I'm gonna make the most ridiculous
00:00:43Predictions for 2026 and tech and not only me but also Casey Mira Tory trash dev and teach
00:00:50We're gonna be making the greatest tech predictions of all time at the end of it at the end of this one of you will call
00:00:57Us Nostradamus because we're gonna be correct
00:00:592026 bingo card is gonna be filled in and we are gonna be
00:01:02future tellers
00:01:04Yeah, anyways, that's true. That's what we're gonna do today. And so the thing is that he was gonna say that yeah
00:01:10He did because you were on mute and you were actually saying the same thing
00:01:14But the thing that makes this special is that we're not just doing any sort of prediction
00:01:18I like some lame ones like Sam will say AGI in 2026. We want real predictions
00:01:24Okay, we're talking about ones that are outrageous and outlandish and that people will find shocking if not disturbing
00:01:31So be prepared, all right who's gonna go first is the real question who's going first in this tech prediction cycle
00:01:39I assume what we do is we each give one prediction. Yes, then we each give another prediction not
00:01:45Yes, you don't want to do all three at once because I feel like that's a waste opportunity. We all give one. Yes
00:01:51Yeah, yeah, I tell her my list based on everyone else's I have a couple of a lot of choices here
00:01:56I'm not gonna go first with my with my most obvious one. Yeah, okay
00:02:00Cuz it's obvious. You're killing me merge cop that little stun of yours turns with six-hour post-mortem. She's merging to prod
00:02:08Oh, you have the right to remain silent. Come on commish that code wasn't cleaning, you know
00:02:13I don't got time for this them our seas are being vandalized across the city
00:02:18Diff no, no. No, the Difler is a myth the Difler is out there and I'm gonna be the one to deprecate
00:02:23Oh, you need to focus on your JIRA tickets not chasing a ghost no more cowboy coding for you
00:02:28I'm assigning you a partner a partner. You can't do this to me. I am a lone wolf
00:02:34I'm an I see I do not need some deadweight junior dev. Hold me back. Oh, no, you're not reverting this one merge cop
00:02:41He might actually teach you a thing or two
00:02:42He did graduate top his class with a flawless CI record merge cop meet your partner lieutenant squash
00:02:49pleasure to knit your acquaintance
00:02:52Acceptance test performance tests load tests stress tests math tests system tests
00:03:12Organization is all units. There has been a reporting of a Difler sighting at a local cafe copy. We're on it
00:03:18It's our chance to get the different get in
00:03:20Compatibility test I just was for more kinds of shot at squish. It's time to get the Difler
00:03:25Sanity test snapshot
00:03:32Smell that I've been telling him I need new meals
00:03:42First day in the car. I'm about to get forced my fist in the difference face. We have to stick to the process
00:04:07What do you think you're doing?
00:04:10building in public wrong answer
00:04:12No my right this is just a side project
00:04:16What is merge cop even doing I'm working on my side project I don't even need him
00:04:26I'm using code rabbit with something like code rabbit. It's like having a co-founder always watching my back. I'm not gonna leak customer information
00:04:33I'm always gonna be up-to-date on coding best practices. You don't believe me. You can try it too at code rabbit dot AI
00:04:40next week on merge cop
00:04:42So my obvious prediction that I think everyone should be predicting now
00:04:54Not just because it's true
00:04:58Obviously, but because it's funny, obviously
00:05:02Is that I think
00:05:062026 it will in retrospect like when the dust has settled in in the year
00:05:132040 or whatever when we look back at computing history and we're like when did it happen?
00:05:19What was the year like what what was the year when it all?
00:05:24Finally happened. I think we're gonna say
00:05:282026 and I'm referring of course to the year of the Linux desktop
00:05:33The actual year of the Linux desktop. I think that's a good prediction
00:05:39I think 2026 will be the year that goes down as the tipping point because 2025
00:05:45Linux got a lot of momentum some of it from Microsoft
00:05:49Like by just the controlled flight into terrain that is Windows the operating system
00:05:58That's giving Linux a huge boost right now I can certainly speak for myself and say that I have so many more Linux machines
00:06:05Running now than I ever did and it's all just based on fear of what Microsoft is doing to to Windows and it not being
00:06:11A stable platform which was the only point of using it in the first place, right?
00:06:15The only point of paying for it is that it was supposed to be more stable easier to maintain
00:06:18You know more turnkey and all that stuff as soon as that stuff isn't true anymore
00:06:22You know if your driver compatibility is suddenly worse on Windows than it is on Linux
00:06:27Why are you there? Right? And so there continue to be more and more reasons to leave less and less reasons to stay and
00:06:35so I think
00:06:382025 it kind of picked up this momentum and in 2026 in
00:06:41Theory, we're getting like the steam box. For example, like our first sort of standard
00:06:49consumer Linux distribution pushed by a major
00:06:54basically monopoly in the space like they own game distribution in PC and
00:07:00They are now saying
00:07:02Here is our official platform and it's not Windows, right?
00:07:08so I feel like there's just a lot of momentum going into 2026 and I feel like this could be the year where adoption starts to
00:07:15Really pick up so I'm saying when we look back
00:07:192026 year of the links desktop
00:07:23Love that. I love it. That is I feel like that's a correct prediction. Yeah
00:07:28I know I've got one that I know Casey will like I was gonna say let's go to alphabetical order, which is also you next
00:07:35Is it? Yeah, because the private teach and trash and so
00:07:40Private I like that, okay
00:07:46there will be a
00:07:50viral vibe coded app
00:07:53That gets hacked but this time it will be unnoticed for at least one month
00:07:58So people will continue to use it. So this time it won't be some security researcher blah blah blah
00:08:04This will be someone is secretly taking over the vibe coded app for at least one month. That's my measurable prediction
00:08:11Okay, but but is there any like extra sauce you're gonna put on this prediction like
00:08:16If you had any idea how computers work at all a quick look at the logs would have told you you would have been
00:08:23Being hacked for like months on end. It would have been like oh, I'm getting 5,000 requests per second from China
00:08:29Yes, sure, I think the the hack will be so obvious in retrospect
00:08:38That we will have to do at least one episode of the stand-up about it so
00:08:48That's okay, but that that's good, okay, so now you actually put something on it a hack will be so unnoticed and go on for
00:08:54So long that we will do an episode of the stand-up on it, right? Yes
00:08:58Well, I feel like say greater than one month on notice. That's my measurable thing
00:09:01I'm trying to do you know measurable predictions here. I want it to be you know to be known. So there you go
00:09:07That's that's that's one of mine. All right, that's pretty good. That's pretty good
00:09:10No, no, I'm next what
00:09:15Cr. Come on, dude. I okay. I'll bet our Lord is challenging. It's true. It's true
00:09:22especially in those JavaScript alright, so I've been thinking a lot about this and
00:09:27you know, I I kind of made a
00:09:29realization about the AI industry is
00:09:32that
00:09:35There's some big players in it right now, right? So you got open AI
00:09:38Obviously a big player you have Google
00:09:42Really just I I'm in shocked at how much progress they have made in the last six months there
00:09:47They went from losing on the poly markets to absolutely dominating the poly market right now
00:09:53And so you see all these kind of companies cropping up like
00:09:57Anthropic a company that's solely just doing AI and you're just okay
00:10:02Well, you know, there's a lot of people popping up, but I realize something there's a there's a name that is mysteriously missing
00:10:08From the list despite them actually having an AI product
00:10:12They people just don't say very often or don't bring it up. It's like Ben brought up
00:10:17I've seen it said once or twice like Apple's Apple already gave up
00:10:21They already said uncle and they went and said hey, we're gonna just use Gemini, right? So see where this is going
00:10:27Here's my big one, here's my big prediction which I think is gonna have like I genuinely actually think this is gonna happen
00:10:36I think Amazon is gonna purchase anthropic. Oh
00:10:43I
00:10:45Think it's right on its bun. Yeah, they yeah, they had own bun, but I think that Amazon is
00:10:52purchasing anthropic
00:10:54Because they need to make inroads into this whole thing because they already had whisper, right?
00:10:59They already were trying to do some level of this kind of coding interaction world. They just never really got anywhere with it
00:11:05I I literally know nobody that's using any of their AI products. And so it's like they have one called Q or something, right?
00:11:12Yeah
00:11:13They have something they have like a coding
00:11:15Q the craziest thing about that is you can tell where all of the Amazon
00:11:21headquarters are where they have in-office thing because that's the only place when you look at Google Trends search data where people are searching for Amazon Q
00:11:28Yeah, so this is my this is my guess is that Amazon to make bigger splashes and to get that's because they also they haven't
00:11:40Been doing like they haven't been doing the world's greatest on the stock market, right?
00:11:44They've been hovering around their price for quite some time at this point. They're a year-to-date earnings is
00:11:49Not good not it's not looking like a fantastic thing. It's only up about four point six eight percent or something like that
00:11:55So there they haven't really been nailing it. They kind of missed the boat on AI at least that's the perception
00:12:01I'm getting and so I think 2026 they're gonna try to turn that ship around and they're gonna come back hard. I love that
00:12:08thank you that also solves a bunch of problems for anthropic because my understanding is they're
00:12:12Hosting and infra side. They are not as good at doing that as like AWS would be so it acted like there's a I like this
00:12:21One prime that's a great one. Thank you. I mean teach are you referring to synergies?
00:12:25So because it sounded like you were
00:12:28Synergies
00:12:31Yeah, there we go
00:12:38All right
00:12:40He took off the top part of his head. He's putting on the business side. Wait, why is your
00:12:45My business hat here. It's an elf hat. There you go. Call it synergy and we'll circle back to this later. Thank you. I
00:12:52Feel like there's no way anyone would ever want to be acquired by by Amazon
00:12:58There's a lot of people that have been acquired by Amazon and have made a lot of money
00:13:02Although I know I mean that's like the main reason by Amazon
00:13:08Twitch is still here
00:13:10I'm currently streaming on an Amazon acquired
00:13:13Rather surprisingly because it was I feel like it was not managed particularly
00:13:19Well, which which may have also been true prior to the acquisition, but it's still here. So oh the management is horrible right now
00:13:26I would do most certainly say I'm not gonna bring anything up, but let's just say that they have the single most controversial
00:13:31Unbanning I think of all time
00:13:34yeah, well, they it's always been that way like they it they're a very they're they're kind of like a
00:13:41This is gonna be a horrible thing to say they're kind of like a
00:13:47Parent who is
00:13:51on an addictive substance, right they do completely like
00:13:56unpredictable behavior in a way that makes people scared and unhappy and
00:14:02And then they do something nice and like it's a it's really bad
00:14:06Like if you just analyze that as a human relationship, you'd be like I have to get all of these streamers out of the home
00:14:12You know
00:14:16Because of like the way they behave and play favorites and all these other things. So I it's weird
00:14:22I don't understand why it is that way
00:14:24Casey chatter protective services. Yes
00:14:33I feel like yeah, I mean streamer protective services. Even I don't mind changing the acronym
00:14:38Yeah, really does feel a bit wrong. But anyway, that's the topic for some other
00:14:42For some other cast. So alright, so Amazon buys anthropic. Yep. That's a that would be a big announcement. Obviously. Yeah
00:14:51What the price is - oh
00:14:56Great, we're not about the price the price. I honestly haven't looked into anthropic, but I know it would be at least ten figures
00:15:03How many
00:15:06I had to like process
00:15:09I mean, I'm sorry eleven figures, right? It'd be ten plus billion, right? Yeah
00:15:15Well, didn't they just acquire bun for like yeah multiple billion. It's gotta be more than ten million valuation
00:15:24The anthropic is also under a settlement to pay one point five billion dollars in damages already
00:15:29So I'm sure ten billion isn't gonna cover it. Yeah. Well, I just said at least okay
00:15:33Under a hundred billion prime over a hundred billion hundred. I would be shocked if it made it to a hundred billion. Okay
00:15:40That puts a hard cap on it
00:15:42I'm just I'm just picturing like, you know that meme where it's that the guy in the theater from the boys or whatever
00:15:47You know what? Yes, man, and the lights just flashing on his face
00:15:51I'm imagining all the people from buns saying they they change their Twitter profile. So I work at anthropic
00:15:56They're now switching it to I work at Amazon
00:15:58Like two months later - just like oh
00:16:05All right, and they're just all so sad about it
00:16:09That's that's how I would feel to be honest that that actually maybe maybe they can buy with Rainbow Six siege credits though
00:16:18They have our billions of hours. So I feel like everyone else's predictions. I've been way more realistic than mine
00:16:26So maybe but I got shouldn't work. Okay. Here's I got one. That's
00:16:32kind of weird
00:16:34Okay, I think we're gonna have a reckoning of
00:16:37I don't know how to say this without like sounding terrible, but I think we're gonna go through
00:16:47I've been like trying to be how to say this in my head this whole time. I
00:16:49Think we're gonna go through
00:16:54Another wave of
00:16:57Segregation between AI users and non AI users
00:17:05Like what are you about the set? No, so like so there's gonna be specifically human only spaces
00:17:17so I think like one of the big things right now is a lot of people are like relying on AI as a crutch for
00:17:23like personality
00:17:24Knowledge whatever and like nothing feels real and I think it's only gonna happen like in spaces like in San Francisco or something
00:17:30We're like you can't come in
00:17:32It's like basically like a no device policy, right? I think there's gonna be something like that entered in
00:17:38I don't know how realistic this but in my mind
00:17:40I would love to like like when clearly came about and their whole commercial was like I'm gonna wear these glasses and I can just
00:17:45Know all this stuff. It really just turned me off and I would really hate a reality like that
00:17:49And it becomes enough devices or companies like that become even more bigger and more advanced. This will be more and more of a problem
00:17:57So in my mind, I was like, okay people are some like especially people that are hardcore anti AI
00:18:02I can see them like popping up like a human only space even for like hackathons or something, right?
00:18:07But yeah, that's that's one of my predictions great prediction
00:18:12I had a similar one where people put stickers on like projects or other things. There's like no AI used in this project like organic, you know
00:18:20No clankers allowed in this exactly exactly I think it's yeah
00:18:26Yes for 100% on your team like great prediction steam already does this though, right?
00:18:31Doesn't steam have some sort of a they had like a no AI generated art was used in this or no AI
00:18:37Something was used in this right? I think they're having some limited AI disclosure policies
00:18:41I don't remember exactly what they are. I don't know if they're acquired or voluntary for example. Yeah
00:18:45Okay, I know it's something okay, but they do. Yes, you can put that on your page. Like there is it has happened. Yeah
00:18:52AI disclosure like how much AI did you use you can put it?
00:18:56Interesting, okay, you guys wanna do snake draft. Can we go back? Yeah
00:19:02I get to go again, okay
00:19:12I
00:19:13Forgot to write this dude's name down. But the Palantir CEO the guy that was like jabbing the sword car. Yep
00:19:18Yeah, I predict he gets arrested this year for something cuz he just freaked me out. Okay, he's getting arrested
00:19:23That's all I'm saying. I don't know what for what and why but that do creeps me out
00:19:28He's buying an arrest this year 2026 prediction first thing. All right, what do you think he will be?
00:19:34Don't at me do to use use of Palantir software that is able to track his like illicit
00:19:42Child pornography money laundering drug deal, whatever it is, or do you think it will just be a regular arrest?
00:19:47I think he might stab someone with that sword. He was just jabbing around
00:19:51If I had to guess, okay
00:19:54No complex
00:19:57Murder
00:19:59Like try no man. That's right. Holy cow. Trash right now. Go check Palantir stock. It's it's going down
00:20:05you just crush their stock you just
00:20:07Yes
00:20:11That's as far as my if it happens we have to like do some kind of watching party, I don't know a
00:20:17Watching party because we watch we watch
00:20:21I'm like loop on prime
00:20:25Yeah, there we go
00:20:30Can't wait, okay prime your turn
00:20:33All right. All right. All right. All right. Here's my second one. Nice egg one
00:20:37You know, I feel like this one's a fairly obvious one and I kind of feel like I'm cheating a little bit saying this one
00:20:42It's okay. I am gonna say it and I'm gonna say it with my chest unlike trash. I'm not gonna
00:20:45Kind of feel bad saying if I did love how you said segregation then it's really that's why I feel bad that way
00:20:52I do I wanted to avoid that word, but I didn't know
00:20:54You made everybody question what was about to happen
00:20:59All right, let's see I
00:21:05Think so, this is actually a long Casey's lines where he was talking about how bad
00:21:10Windows really has been doing and how good other services have been doing
00:21:15this is really spawned from
00:21:18Cursor and it's a recent acquisition. I
00:21:21think cursor is
00:21:24Gonna make a play into the repository hosting space
00:21:29and
00:21:32The reason being is that I think that a lot of vibe coders. They don't know let alone care about
00:21:39Repos, they don't know what the heck github is and what the difference between git and github is
00:21:45I think you have no strategic moat in the day and a age of vibe coders other than they need
00:21:50version control to be able to walk things back and
00:21:53to be able to store it so that other people could access it of some kind and so I think that we're going to hit this
00:21:59thing where
00:22:00GitHub has lost a bit of of its stickiness in the next gen
00:22:05the version 2 of programmers shall we say or version 3 at this point and
00:22:10with the v3 programmer since they don't care and then I think cursor will deliver something that is objectively better and I think when it does
00:22:17There's so many assumptions and so many pieces of software about like using github like a good example of this is in neovan
00:22:25And a lot of the package managers you type in like the primogen slash harpoon and it's like ah, I'm gonna go check github for that
00:22:32I think the moment this thing comes out
00:22:35That people are going to flood to whatever this
00:22:38Alternative service is so much that that service by the end of the year there will be package managers that default to cursor dot hub
00:22:45dot-com or whatever it is I
00:22:47Do think that the Microsoft in much the same way that they've primed people for an exodus for Windows
00:22:54They've also primed people for an exodus from most of their software like yeah in general their
00:23:01Posture towards their users is like openly hostile most of the time. And so what you basically create when you do that is
00:23:08this sort of powder keg that a competitor can come along in light right and
00:23:12You know, I think they've definitely done that for github and probably for other services, too
00:23:19I'm imagining things like Microsoft Teams and office 365 which we don't probably have a lot of insight into because I don't think any of us
00:23:26Here has to use the has to use them. They're probably in a similar situation. We're like
00:23:31They're open to like collateral attack because they're just so abusive, right?
00:23:35I've got a prediction that's gonna run a little bit counter to that one. Okay. Oh no more controversial
00:23:45I'm I'm just gonna throw it out there. Okay, here's what I think I think github is gonna split from the AI division
00:23:50And release at least one feature this year that Casey thinks is good
00:23:55What?
00:23:57But to be clear
00:23:59Less than five. I'm not saying Casey's gonna use github. I'm just saying there will be at least one feature in a release
00:24:06Where they're going to their their scene writings on the wall. They saw last time. Holy cow
00:24:12We wanted to make some pricing go down and things are bad. It's so bad that Palmer's gonna get in there not
00:24:19Palmer lucky but Jared Palmer
00:24:21They're gonna just be like we're so dumb
00:24:24We're gonna throw this all away time to get this out of the AI division and do something different
00:24:29That's so there we go. I think they're gonna try this year. Do I have a lot of hope for that?
00:24:34No, but I want to stake my claim out early that they're gonna try and get out of the AI division and release
00:24:40I'm one feature in a year guys. Come on. They can do it. I know it
00:24:44There you go
00:24:48We'll come back to here we'll come back. Let's see
00:24:52Does it mean yeah, go ahead Casey
00:24:56Hold on. We got a pause
00:24:59Reaction to that but it's definitely anti. It's it's definitely kind of going in the opposite direction as primes
00:25:05Not really, but I mean it's no very opposite. I'm like
00:25:09Cursor can still do the same thing. I still think cursor should try and compete with get up
00:25:14I'm saying I that's why I think on the Microsoft side. They're gonna do as it
00:25:17I'm just throwing it out there that I think that your take is
00:25:20so much less likely
00:25:23But I will
00:25:29By the way is gonna be hilarious based on your take right there
00:25:39So
00:25:41Prime you should just say your next take them. No. No, it's okay turn. All right, Casey, go ahead
00:25:46so
00:25:48this take
00:25:50Sorry Casey your reaction to that was
00:25:52So
00:25:58this next take is
00:26:00Perhaps we'll get disqualified for non-specificity and I apologize for that
00:26:05But I'm not knowledgeable enough about the space to give the like here is exactly how this will play out take
00:26:12but my prediction is that in
00:26:152026 there will be a highly controlled
00:26:19implosion of open AI and
00:26:23what I mean by that is
00:26:25that like
00:26:27Open AI will not
00:26:30Like go bankrupt or whatever like it will not implode in a way that appears to be an implosion
00:26:37What will happen is there will be some kind of?
00:26:41You know
00:26:43Backroom thing where they figure out like what's going to happen with open AI because it's not really sustainable
00:26:49But a lot of people who are very powerful and control very large successful corporations need to make sure that it doesn't
00:26:58Be seen to just completely explode and also it has potentially valuable IP that they want or contracts that they want or whatever
00:27:06else so there will be some kind of like
00:27:09transition of open AI from its current state into some new state that is sustainable and that will be done by
00:27:17External people with lots of money or something. So I guess that very vague, but just like it seems like they've hit up price
00:27:26Capital outlay point that is not sustainable. And so they will have to kind of just be owned by someone who actually makes money soon. I
00:27:34Like that one I
00:27:37Think that that's that's fair. I
00:27:39Was actually that was I'm not gonna say this but I was on mute
00:27:43I was actually gonna have that as my that was that was runner-up to my third
00:27:47prediction was that open AI will have to capitulate to the fact that they are in over their head and they have
00:27:54some sort of like
00:27:56transition where Nvidia will
00:27:59Effectively adopt them in or some other company will become owners of open AI which I and again, I guess
00:28:06Like I said, I'm not knowledgeable enough about like the inside info of like the I don't
00:28:12I don't have the kind of insider knowledge necessary to predict what this will look like
00:28:17It could be that it's way worse than I'm thinking and there actually will be like a severe implosion
00:28:23that's possible because I don't know like but my assumption is that it's not really possible based on how many deals have been done and
00:28:29How many players there are like open AI is currently losing the race for being the AI that people care about the most?
00:28:37Like it seems like they're not gonna probably win that race, but they're also not last or anything
00:28:43So people who have been struggling more like meta like Amazon
00:28:47I would see them
00:28:50You know having a vested interest in acquiring that IP or something right like to someone who's trying to play catch-up
00:28:57So it just doesn't seem likely that they actually implode in a real in a real spectacular sense
00:29:03So that's why I say controlled highly controlled implosion like it like an acquisition or whatever
00:29:09Yeah, it is true though
00:29:12Open AI is like second place on everything like everything they do
00:29:18They had the most emotional gooner like capabilities for a long time, but they neutered that with 4l prime
00:29:24Who do you think has a bigger?
00:29:27like
00:29:29consumer
00:29:30Subscription amount of people like subscribing to chat GPT
00:29:34No, I know that they they're winning currently by name, but what I mean is like they're not the best coding one everyone likes
00:29:42Second and everything right okay? Let's just look up the numbers of how many people visit chat GPT comm versus like who are you?
00:29:49Gonna compare it to well. I think Google Gemini is gonna start doing a large
00:29:52I think it's gonna start eating into a lot of stuff
00:29:54I think all the other ones are gonna eat it away, and I think that they're like right now in business for business usage
00:29:59Anthropic has
00:30:01Succeeded and has now
00:30:03Overtaken open AI as the number one used AI for coding in business licenses. Yeah, yeah
00:30:10So it's like I think they're gonna just start losing like an image generation and video
00:30:13I think they're gonna lose the gem, but like they're just gonna keep on losing because they're just they're they're not quite number one
00:30:18Yeah, I don't
00:30:21I think you're discounting how many huge name recognition though. Yeah, well, but I'm not saying just like not just that people know the name
00:30:29Comma's unfathomable yeah, oh yeah, I know that's I just assume. That's just all name recognition right like
00:30:39Is the AI's that they're all talking about right like they don't have this concept
00:30:42But there's many AI's which I think again is why it's unlikely that they will just completely implode because it's like
00:30:48They will have there will be so many people like the only question is have they created a company structure
00:30:53So complicated that no one can actually come in and legally salvage a bit
00:30:58So it should be like lawsuits for like ten years or something so there is that which I don't know how to factor in
00:31:03but like yeah, otherwise I
00:31:07Imagine, you know acrimony aside
00:31:09Somebody or some set of somebody's will come in to clean up the mess
00:31:16because there's too much value in the mess for them to
00:31:19Let it go right chat chippy tea gets 6 billion monthly visits. There you go
00:31:25And they and they have an AI that's very good compared to a lot of the further down the list players
00:31:31And so unless all all of those players massively catch up in the next year
00:31:37They're going to be a very attractive acquisition target even at a high price point and even in a messy situation
00:31:42If you can basically then take that sort of as a as a way to jumpstart your failing AI program at some other company
00:31:50Like meta or somebody right? Yeah
00:31:53That might be harsh to meta. I'm sorry. I don't know the state of their AI
00:31:57I just know that nobody seems to care about their AI right now
00:32:00So like getting something like a chat chippy tea seems like a win for them would be they have like a model or anything
00:32:06They were doing all the llama stuff. They have open all that stuff
00:32:09I don't know if they have a closed they have they have a
00:32:12Gigantic investment in it and like a special like division entirely for it and all that stuff which I've read about
00:32:17But like I again have no insider knowledge, so I don't know like where they're at like for all I know
00:32:212026 could be the year of metas brand new amazing AI model that they've been working on or something, right?
00:32:27But but I just have no insight into where they're at
00:32:29They could just be running around like chickens with their head cut off as well
00:32:32So to be clear, I think open AI will I actually like like Casey's prediction
00:32:37I'm just saying calling them second and everything is crazy. That's not true. Okay. Yes
00:32:43Not second and visits. I was saying seconds and capabilities
00:32:47I don't think I think that the other models are superior to what they do
00:32:50Well, and also just to clear I mean since I haven't talked about that part of it
00:32:54I'd also just clarify like this is my prediction is not a statement on the quality of opening eyes a eyes either
00:33:01It's more just the fact that the capital expenditures required for these things are just absolutely insane
00:33:09yep, and so when you look at the kind of game, they're gonna have to play if
00:33:15compute really does continue to be the primary thing that gates your
00:33:20Advancement right either because you need to run larger kinds of inference runs or just because even if you don't
00:33:29But you need to be able to try lots of different kinds of inference runs as your engineers
00:33:35Try to figure out algorithmic advancements because straight compute doesn't really cut it anymore
00:33:39That still means the more compute you have the more independent experiments on
00:33:44Training you can do right?
00:33:47And so when you look at the capital expenditures that you're going to have to make to compete in this space
00:33:52The problem is just that all of open AI's competitors all of them
00:33:59Have way more flexibility like Google doesn't even lose money. They make
00:34:04Astronomical money amounts might today and they can do that capex, right?
00:34:09So they can just outspend open AI
00:34:13They know they can look from the outside and basically know exactly how painful it will be to open AI
00:34:19For them to buy this much power for them to build these many data centers for them to have this much advanced chip orders or RAM
00:34:26Supplier whatever it is that year in terms of what's the hardest to come by power electricity is is currently the thing, right?
00:34:32RAM
00:34:34And not to mention lobbying
00:34:37Everybody Google Microsoft
00:34:40Meta, they have all developed very advanced lobbying capabilities in the United States
00:34:46Open AI to my knowledge has very little right. So when you're talking about we need to
00:34:53Deregulate this zone so we can build a nuclear power plant here or whatever the long game is, right?
00:34:59They also can't compete there currently. So I just don't see them being a long-term independent player
00:35:06It doesn't make a lot of sense to me
00:35:08And so maybe I mean there is there are ways my prediction could be very wrong
00:35:14like like they just never implode like not only is it not 2026 but it's never and
00:35:19That's if they managed to have enough sort of deal-making and like weird
00:35:25Balancing act stuff to just keep people keeping them afloat without ever actually fully acquiring them
00:35:32It could happen
00:35:34But even then again, like I said, it's like the idea that they're gonna run as like this independent company
00:35:41I think is just kind of over. All right case you get to go again now
00:35:44All right. So the last one and this is by far my most
00:35:49important prediction the other two were about fairly
00:35:52Trivial matters such as the world switching to Linux
00:35:55And open AI having a controlled implosion of some kind. This one is actually high-stakes and very important. Oh
00:36:03and
00:36:06If you open up my Twitter feed right now, okay, you will see
00:36:10that I posted a
00:36:13tweet from January 21st of
00:36:19like this this past January 21st, right so almost a year ago and
00:36:24What happened was I had
00:36:28attempted
00:36:31Attempted
00:36:32to send Jonathan blow a box of
00:36:35Williams Sonoma signature peppermint bark
00:36:39For Christmas and I ordered this well in advance of Christmas like several weeks before Christmas
00:36:47and to this day
00:36:49They have still failed to deliver this box of peppermint bark and I've posted many Twitter updates as they have
00:36:57falsely updated the shipping page for this thing I
00:37:01Made a prediction last year that Jonathan blow who is currently working on order of the sinking star
00:37:09Would ship that game which at the time was still quite a ways out from shipping and still
00:37:18That he will ship the final version of that game out to customers and you can buy it on Steam and on
00:37:25console whatever else
00:37:27Before Williams Sonoma figures out how to put one two pound box of peppermint bark in the mail
00:37:34and
00:37:36currently
00:37:38He's with him to be on track
00:37:40has stated on
00:37:43this podcast
00:37:45That he has committed to shipping order of the sinking star in 2026 and even if that's not entirely true
00:37:53because
00:37:55Traditionally John has often slipped games from like Christmas to the spring like
00:38:00Braid anniversary and the witness I think both shipped in like February
00:38:05Right just right after in that because you often don't want to ship at Christmas
00:38:10So maybe we'll say this one's for thekla fiscal year 2026, which technically ends in like March or something
00:38:18Right, so a year from March, but basically
00:38:212026 at least fist back left fiscal year will be the time that I am proven correct
00:38:28That Williams Sonoma will fail to ship one box of peppermint bark before John finishes the entire freaking game that took ten years
00:38:36The the peppermint bark trailer did go pretty hard at the game awards, though
00:38:40That's a good point
00:38:44Or order of the missing peppermint bark
00:38:48Is the is the actual game name? I thought for sure
00:38:52And I came prepared
00:38:55Referencing the Apple yeah, okay
00:39:06Be viral this year, but I'm sporting one right now, okay, so
00:39:10so Tiege I
00:39:13That I felt like I felt like oh my god
00:39:17It's worse than I thought wait that's $300 or 100 how much is that?
00:39:34Casey look shoelace the headphones cable taped to my phone, okay, okay?
00:39:40I bought that I bought that I bought that
00:39:45Okay, I hold on my daughter is sneaking in here. Hold on one second. I
00:39:49Thought you actually bought I was like whole
00:39:52I had to take it. I have green painters tape today. It's invisible
00:40:02So here's what I will say about that
00:40:04I definitely thought about that, but I felt like I couldn't use that as one of my predictions cuz I'd already made it
00:40:10Okay, like I already said that it wouldn't happen like six months ago whenever we talked about it
00:40:17And so like and I and we have a date on the calendar that we set at that time
00:40:21It was it was March or something. Yeah, and so like when that comes around believe me
00:40:25We're doing a stand-up on how nobody bought it. Okay, I'll be showing up with ten of them on
00:40:32This money when I say nobody bought it, I mean besides the hardest core Apple shills
00:40:38Parentheses trash my all-time favorite episodes when trash realizes he's wearing like three different
00:40:45The green in the ecosystem, I can't get out I'm stuck
00:40:50He's still like as soon as we get off this he goes and puts on his vision Pro to walk around
00:40:56He's afraid to tell us but he just walks around the house with it
00:41:01That's how I tell if my food's right or not
00:41:03I purchased the idea that that thing cost 150 bucks that you're wearing. Yeah. I know I know I know
00:41:15But you're saying that but what's the difference like how is that actually different than the sleep?
00:41:27Oh, yeah, that cable is more expensive than what Apple had to make
00:41:32Yeah possible. It's not made from renewable resources in a carbon neutral way, right?
00:41:37It's a cable that you know mother earth can't approve of yeah, exactly
00:41:41That's the difference the Apple one will be made from entirely
00:41:45You know the finest spider silk woven in like a magical factory that somehow has zero emissions
00:41:53All right, here's my here's my last one I have a few rapid-fire ones
00:41:59I'd love to yeah, you can rapid-fire we can do rapid-fire afterwards if you wanted
00:42:03Okay, I didn't do my last one didn't you just do your last one before? No, that was Casey. We're going back. It's
00:42:08Okay, so I think there will be a large so we'll say greater than 1 million dollar
00:42:21Probably significantly more but at least 1 million dollar payout to a completely fixed price
00:42:28Like poly market prediction. So someone will have complete control over the outcome and will and will just like
00:42:36put
00:42:39$500,000 on no and then not do it and they're the one that's in control and it will just be like what can you do?
00:42:45You predicted it you're an idiot because they could just not say the word AGI in this press release and they got a million dollars
00:42:51Congrats, so I think there will be at least
00:42:551 greater than 1 million dollar payout that is the the person who fixed it is the person in charge of the prediction who also
00:43:02Takes all the money. So you're basically talking about politicians
00:43:06Boxing match yeah, where they like where they rig the fight. Yeah, exactly. Are we talking about snake eyes again? Yeah
00:43:14Poly market becoming like a like a the old-school mafia
00:43:20Like fixing kind of a market where they just create they they have a finger in
00:43:25Gambling it's not gonna be illegal to fix it or something
00:43:30It'll just be like will so-and-so win a local election right and like for mayor and then they will
00:43:37intentionally like go cheat on their wife to lose it on purpose and be like hey, I
00:43:44Explorer or something lose the lose the ray. Yeah get five million dollars retire to you know
00:43:50Somewhere far away. Gotcha. That's actually an incredible idea and it makes me want to run for office
00:43:56Go out there and get a big poly market going prime. Okay, one million dollar payout
00:44:03I have a better there's a better payout than that
00:44:06if you created the show or
00:44:11movie or whatever it is for Netflix that is just that plot a
00:44:17Politician who is trying to lose to win on poly market
00:44:20But all of the things they keep doing like cheating on their wife or whatever keep bolstering their poll numbers
00:44:27That is like a surefire like, you know
00:44:31Muster. Yeah, like and it keeps trying to do stuff like getting caught with drug dealers. But again that like bolsters
00:44:39Super cool and popular or whatever right and like it just keeps backfiring and he's like trying so hard to lose. So there you go
00:44:47That's mine
00:44:48Those are those are my top three. That's a good one
00:44:50You may for all we know you may already be have been correct. Yeah, that could have happened. We just didn't hear about it
00:44:57So really 26 the year what we hear about it because there's a good idea
00:45:01Or whatever it was the the thing where they kept throwing the the lady pleasure device onto the women's basketball court
00:45:07I think there was like a poly market bet
00:45:09Yes
00:45:17I know it's been some amount of money. I just don't know to what extent has the money been
00:45:27I want to try something like that so bad
00:45:29Wait, what do you want to try so bad trash? I just want to just a quick clarification
00:45:34all of the above
00:45:38Prime quick do your prediction?
00:45:40Alright, I'm actually still struggling to this point on which one I want to do because I have two
00:45:44Highly competing ones and they're both extremely related to each other. They both involve cursor. Okay, just do both
00:45:51I know but it's really really it's really hard. So the first one here. I'll give the one that I'm gonna throw away
00:45:55Which is after Microsoft loses the battle to github they acquire cursor because they lost the
00:46:04Lost github and so they rebuy it all back to win
00:46:08I know I figured that would that that it feels like the best kind of two-part series one right there
00:46:14but here's my alternative hypothesis is
00:46:17that right now
00:46:20super secretly I
00:46:22think cursor is developing a model that will not only rival but beat clod code as
00:46:27The premier coding model and they're gonna go from one of these like what is it level five?
00:46:33providers of AI down to a level four provider which is they now are an open AI slash anthropic level company as
00:46:40Opposed to someone that's just redistributing these models. He's saying you're saying opus not clod code. You're saying
00:46:48Yeah, sorry. So I said Clyde guys clods coding
00:46:51Ability. Yes, it's gonna rival opus whatever their opus is and they're gonna be oh, they already have composer
00:46:57Like they're already trying this. Oh, it's not a secret
00:47:03Like they released this already don't like to be I haven't been keeping up
00:47:08My prediction mom Donnie's probably gonna win, New York
00:47:15Keep the first one. I keep the first one Josh take it out
00:47:29HUB and devious code its own fork gonna found a company
00:47:34Do you think that that
00:47:38They'll finally release the third avatar movie and do you think it'll do well at the box office?
00:47:44Yeah, that's my prediction as well as well for me
00:47:48Shalom a is gonna do a ping-pong movie someday - I'm no way no
00:48:00References this guy
00:48:02Josh please zoom in on
00:48:05I
00:48:10Think 2026
00:48:12Hilar trash your eyes, right? Oh
00:48:17Yes, I was gonna say I was gonna say though Microsoft really just guts there their org and just replaces it with cursors team
00:48:26What my backup one is trash to be clear your prediction is they?
00:48:30They just like fire everyone from get up and just I mean they they they ultimately acquire cursor, but like slowly
00:48:37You know how?
00:48:39Aqua higher but not like as a company. They're just gonna try and poach everybody. No
00:48:44No, they're gonna stick take cursor over but they're gonna end up like just gutting like the existing employees
00:48:48Placing about the curse one
00:48:51My backup one is there's gonna be another major major outage in tech like at the scale of cloud flare Amazon, whatever
00:48:58Where the post-mortem is gonna be?
00:49:01That they're gonna say it was AI generated code and they don't actually understand what it said or what it did
00:49:18Boom so there's only one reason I disagree with that. Come on Casey
00:49:22Give me it reason I disagree with that is because the only people who will have that outage
00:49:28Have your 100% correct, but they will have too much invested in having tried to convince you that AI coding doesn't suck
00:49:37That they will never tell us that that is what actually happened
00:49:43Anthropic is they have such a down they have to buy anthropic to fix it a trash. I actually had a similar one
00:49:49I was gonna say that Amazon
00:49:51Through so many series or it technically was gonna be cloud flare because they've been down so many times this year
00:49:57Was that I was gonna say one of the major services was gonna get it up
00:50:00Only a three nine rating they are gonna be down for like a hundred and eighty hours total
00:50:06Where they call it a nine fives rating in the business a
00:50:13What what do you guys okay, so do you guys know I have no idea you just said but I will say okay
00:50:21But do you know what five nines is? Yes. Yes. Yes, so
00:50:259999
00:50:28Five nines people say five nines. They they mean ninety nine point nine nine nine percent, right?
00:50:34Or whatever, you know, it's the three nines how many?
00:50:38Deviations that right. So, um you in traditionally in the industry when the thing sucks and never stays up
00:50:44It's called nine fives, which is five fifty five point five five five five five five percent chance that the thing is running
00:50:51Gotcha
00:50:53Come on guys now
00:50:56For us, that's good up. Thank you. So we're not developers
00:51:00We're not trying to throw shade at anyone nine fives is great. Okay, everyone's trying their best
00:51:08It worked half the time
00:51:10It's better than a coin flip
00:51:1255%
00:51:15Right before I left. Netflix was a automation framework and it had a it had a one nine uptime
00:51:20At least you had a nine summer. We had
00:51:22So one nine would be ninety so as it was uh, it was like ninety six percent of the time it worked
00:51:28But that that's a really high number learning tests on when you ran a thousand tests. That's pretty good
00:51:35Fresh you probably remember that that every time we did a TV why PR it was like 40 tests would just fail and you're like
00:51:40I don't know why yeah
00:51:42Run it again, you're like they all passed. Yeah, it's quite a problem over there
00:51:49Do we have any like side quest predictions that are just like fun ones that you wanted to get out there
00:51:56Yeah, another serious one. Oh, go ahead. Oh me
00:51:59Well, yeah, we'll start with TJ because he was the one that originally did it trash before he just rudely interrupted like
00:52:06Oh, I need this one
00:52:08I'm gonna need help because I'm obviously not gonna do the work for this
00:52:10But I know that there will be a few people in the audience who can help me out this
00:52:13Trash will have greater than 20 unique snacks on the stand-up this year
00:52:19Oh, so, please someone do a spreadsheet and keep track of that for me. I will not be able to I have a
00:52:24Counter one. I was gonna so one of them was that trash will give up snacking
00:52:29What these are completely opposite predictions again?
00:52:36It's gonna get some sort of horrendous medical report that he doesn't want to share with people and this he'll be like no
00:52:41I'm eating salad these days trash looks great
00:52:44He's gonna have like these gonna have like a tooth problem or something he's like dude bro, I gotta stay off
00:52:50I gotta lay off the twix mouth guard. This is me. This is me laying off the snacks to be honest
00:52:55Hey, that is the three predictions of the stand-up now we did have a bunch afterwards
00:53:01So you got to check out the full episode on Spotify
00:53:03Thank you for watching the stand-up. The name is Tiege trash Casey Miratore and the primogen
00:53:09boot up the day
00:53:12Vipe open errors on my screen terminal car