The 10 predictions are the following:

1. A Hollywood-grade production makes use of generative AI for visual effects.

2. A generative AI media company is investigated for its misuse during in the 2024 US election circuit.

3. Self-improving AI agents crush SOTA in a complex environment (e.g. AAA game, tool use, science).

4. Tech IPO markets unthaw and we see at least one major listing for an AI-focused company (e.g. Databricks).

5. The GenAI scaling craze sees a group spend >$1B to train a single large-scale model.

6. The US's FTC or UK's CMA investigate the Microsoft/OpenAI deal on competition grounds.

7. We see limited progress on global AI governance beyond high-level voluntary commitments.

8. Financial institutions launch GPU debt funds to replace VC equity dollars for compute funding.

9. An AI-generated song breaks into the Billboard Hot 100 Top 10 or the Spotify Top Hits 2024.

10. As inference workloads and costs grow significantly, a large AI company (e.g. OpenAI) acquires an inference-focused AI chip company.

Please offer your arguments and comments.

Specific markets: