Datasets:
Tasks:
Time Series Forecasting
Formats:
csv
Languages:
English
Size:
< 1K
Tags:
AI industry analysis
structural analysis
industrial economics
AI infrastructure
GPU rental prices
compute financing
License:
Updated no-01.md with the corrections section
Browse files- notes/no-01.md +6 -0
notes/no-01.md
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@@ -77,6 +77,12 @@ None changes the test.
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- Vera Rubin became generally available at one cloud (Oracle, 27 October) but is not in either index.
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- ICE has listed monthly futures on Ornn's B200 and H100 prices (December 2026 to December 2027) and publishes daily settlements; no contract had traded as of 2 November. CME's futures on Silicon Data's prices have not launched.
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## Predictions scored: Anthropic's S-1
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Four predictions filed on 23 October in [Follow the Money Both Ways](https://threadbaire.com/blog/posts/follow-the-money-both-ways.html), scored against the first public S-1 (26 October). All four passed:
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- Vera Rubin became generally available at one cloud (Oracle, 27 October) but is not in either index.
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| 78 |
- ICE has listed monthly futures on Ornn's B200 and H100 prices (December 2026 to December 2027) and publishes daily settlements; no contract had traded as of 2 November. CME's futures on Silicon Data's prices have not launched.
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## Corrections to earlier rows
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- `events.csv`, 2026-08-27: the verb was missing; the row now reads "Nvidia delivered its first Vera Rubin chips... to AWS."
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- `events.csv`, 2026-10-01: a stray space before the final full stop removed.
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- `loans.csv`: the `type` column added; the Nscale row (No. 0) given the type "chip-backed loan to a lessor". No values changed.
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## Predictions scored: Anthropic's S-1
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Four predictions filed on 23 October in [Follow the Money Both Ways](https://threadbaire.com/blog/posts/follow-the-money-both-ways.html), scored against the first public S-1 (26 October). All four passed:
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