"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?"
Eric Newcomer's Cerebral Valley conference in San Francisco included an anonymous audience survey completed by more than 300 attendees, primarily AI company founders, investors, industry professionals, and media members. Respondents projected OpenAI's annualized revenue at $30 billion by the end of 2026 and estimated Nvidia's market value at $6 trillion by the same date. The survey asked when an independent committee might declare AGI under the Microsoft-OpenAI agreement and identified the venture capital firms whose AI portfolios generated the most envy, listing Andreessen Horowitz, Khosla Ventures, and Sequoia. Respondents also named top private AI companies and predicted leaderboard rankings for 2026.
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