Posts from this author will be added to your daily email digest and your homepage feed.
This is an excerpt of Sources by Alex Heath, a newsletter about AI and the tech industry, syndicated just for The Verge subscribers once a week.
I spent yesterday at Eric Newcomer’s Cerebral Valley conference in San Francisco, which is now in its third year. I’ve attended this event for three years in a row because Eric does a great job curating the speakers and the audience, and the conversations are more substantive than a typical industry event.
This year was no exception; however, I found the most interesting part of the day to be when the results of an anonymous audience survey were shared onstage. The more than 300 attendees who participated in the survey primarily consisted of AI company founders, followed by investors, other industry professionals (including product leaders and engineers), and members of the media.
Here are the results of the survey in order of how they were shared onstage:
1. What will be OpenAI’s annualized revenue be at the end of 2026?
Median answer: $30 billion.
2. What will Nvidia be worth at the end of 2026?
Median answer: $6 trillion.
3. What year will an independent committee of experts, as dictated by the Microsoft-OpenAI agreement, declare that we have reached AGI?
... continue reading