The Oracle's Predictions
I called Toss and Dunamu.
Here's what I see next.
Track Record
78%
Overall Accuracy
82%
Market Calls
100%
Unicorn Picks
22%
Failures
“I'm not always right. But I'm right more than I'm wrong.”
2026 Predictions
In ProgressK-beauty consolidation begins
Top 5 beauty companies will acquire 50+ indie brands. Market fragmentation unsustainable.
Korean AI startups get acquired by global tech
At least 3 major acquisitions by Google, Microsoft, or Meta. Talent arbitrage play.
Series A crunch intensifies
60% of Seed-stage companies won't raise Series A. Flight to quality accelerates.
LP commitments to Korea funds drop 30%
Global LPs pull back. Only top-quartile funds get capital.
Operator-investors outperform by 2x
VCs who build will generate 2x returns vs. traditional VCs. Data will prove it.
+ 5 more predictions (full list in newsletter)
Past Predictions
Track record: 8/10 correct (2024)
Mobile payments in Korea will explode (2019)
Toss reached 20M+ users. Industry grew 10x.
✅ CorrectCrypto infrastructure play in Korea (2019)
Upbit became dominant exchange. $10B+ valuation.
✅ CorrectAI will disrupt K-beauty marketing (2023)
Virtual influencers, AI skincare analysis now standard.
✅ CorrectSeries A crunch in 2024
Only 30% of Seed companies raised A. Predicted 40%.
✅ CorrectKorean startups will struggle with IPO (2024)
More IPOs than expected. Underestimated KOSDAQ recovery.
❌ Wrong