Pretty accurately what? So now OpenBrain has an Agent-1 that makes their algorithmic progress 50% faster than other companies? If it was 50% more CVEs, that would be something, but I doubt any meaningful self improvement is achieved which the competitors are slower due that, which is the core of the prediction for 2026.

I wonder. There has been some headway in getting decentralized training runs to work.

Yeah, Cognition's work is interesting in that regard, but it still doesn't obviate the need for the chips--it just enables training on them when they're spread across multiple data centers.

The Plan A proposal estimates that the ownership of ~96% of AI relevant compute hardware can have its ownership traced, since the companies selling are very few.

I doubt we can even track all of the chip production capacity.