Two more lab spin-outs of the Discovery Loop shape
Why I called it
Scale is rentable now. When the compute is a purchase order rather than a moat, incumbency stops holding people, and the reason to stay becomes equity rather than capability.
The call, in full. At least two additional senior-researcher spin-outs of the Discovery Loop shape occur from major AI labs.
Scoring criterion. RESOLVES CORRECT if >=2 new ventures are founded by researchers departing {Google/DeepMind, OpenAI, Anthropic, Meta, Microsoft}, each with >=1 founder of VP/Distinguished-Scientist level or equivalent public stature, each raising >=$100M. Acquihires and internal reorgs do not count.
The criterion is the machine-checkable version: a prediction that cannot be settled by a third party against a public source fails the build before it reaches this page.
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- Where this call was made: Editorial: Business
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