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Will Russia be able to carry out import substitution of electronics by 2030?

Link Copy 2022-12-12 08:25:20

Prediction

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

Reason

Lack of specialists. There is a critical dependence of the design and production processes on foreign technologies, including software, and materials (in particular, high-purity chemistry and silicon). Low investment attractiveness of the industry. Lack of production capacity.

If we are talking about the purchase of obsolete equipment, then yes. If we are talking about the production of semiconductors with 0, then no.

3.19 trillion rubles will be enough only to buy obsolete equipment. ASML spent $6 billion a year to become an industry leader. But she had specialists, there were no sanctions and there was no urgent need. In the current situation, the amount needs to be tripled.

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When will the AI bubble burst?

Link Copy 2025-12-14 07:43:49

Prediction

In 2031.

Reason

Why is everyone talking about a bubble? 1) Huge investments with uncertain returns for many startups. 2) Thousands of AI startups that are essentially just a shell for other people's models. 3) High expectations: AI will replace everyone tomorrow. 4) Limitations of the models: hallucinations, high cost, dependence on data and computing power. OpenAI alone has attracted $300 billion in investments. Such investments will not pay off under any circumstances. By 2030, the company will need to show record profits, which it does not have.

In 2031.

Many AI startups will shut down or be acquired. Investors will become stricter: they want a real business case, not just 'we have AI'.

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Will the Russian president be overthrown as a result of an uprising?

Link Copy 2024-09-19 13:56:11

Prediction

No, he will remain in power, despite the rallies and discontent.

Reason

Despite the dissatisfaction of the generals with the Russian president for the appointment of a "non-military" Minister of Defense. He will not be overthrown until at least the end of 2024 for the simple reason that it is still better with a president than without him. Moreover, the president has already made concessions, signing an order to expand the staff and increase state support for the army.

No, he will remain in power, despite the rallies and discontent.

But if the war drags on, then it is quite possible to expect an overthrow as a result of an uprising.

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How will the attempt on Trump's life affect the presidential race?

Link Copy 2024-07-14 05:35:56

Prediction

An assassination attempt on Donald Trump will greatly enhance his chances of winning

Reason

Before the assassination attempt, Trump's supporters considered him a hero who had to face constant attacks from his enemies - now this image will become even stronger. The attack will consolidate the image of a martyr for the Republican, and a photo with a raised fist will become a symbol of the elections.

An assassination attempt on Donald Trump will greatly enhance his chances of winning

The assassination attempt was preceded by a series of political victories by Trump. On June 27, he won the debate with Joe Biden.

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