Analysts in January 2023 forecasted Nvidia would do $26 billion in revenue for 2023, but the company actually did $60 billion—a $34 billion miss—representing the single greatest failure of forecasting the world has ever seen due to analysts' focus on crypto winners and inability to imagine the generative AI transformation.

factualpending

Speaker

Brad Gerstner

Evidence Quote

the forecast for NVIDIA at that dinner in January of 23 was that you would do 26 billion of Revenue uh for the year 2023 you did 60 billion right...that is the single greatest failure of forecasting the world has ever seen

Source

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad GerstnerBg2 Pod
Created: 8/10/2026, 3:55:45 PM

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