Conor Sen: Top U.S. macro calls from Silicon Valley elites over past 10 to 15 years

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20.04.2026

Conor Sen: Top U.S. macro calls from Silicon Valley elites over past 10 to 15 years — Silicon Valley U.S. macro track record

Conor Sen raises a question about which U.S. macroeconomic forecasts Silicon Valley elites have excelled at in the past 10 to 15 years. He highlights employment, inflation, housing, and GDP growth as potential areas where notable calls may have been made.

The tweet invites reflection on the forecasting track record of key Silicon Valley figures in recent economic cycles.

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Sen has weighed in on valuations across technology and equity markets in previous commentary. He recently argued that Anthropic should be valued at $1 trillion as industry competition increases. In another note, he suggested that stocks look inexpensive if forward earnings estimates are met.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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