The prediction specifies a five‑year holding period starting from around the podcast date (June 21, 2025), implying an evaluation point near June 21, 2030. As of the current date (November 30, 2025), less than one year of that five‑year horizon has elapsed. Over such a short fraction of the intended period, any outperformance or underperformance of an equal‑weighted basket of AWS (if it were separable), Microsoft Azure, and Google Cloud Platform versus the broad market would not be a reliable indicator of the long‑term outcome. Because the prediction’s success condition is explicitly about returns over the full five years and we are far from that endpoint, it cannot yet be determined whether this basket will ultimately outperform the broad market to the degree implied by ‘you wouldn’t need to own anything else.’