Chamath’s claim was explicitly about a trend that would grow in the coming years, i.e., a multi‑year structural decline in corporate demand for MBAs, especially into management roles. As of November 30, 2025, less than a year has passed since the January 18, 2025 episode, so the full forecast period has not elapsed.

Since early 2025, evidence is mixed. On one hand, reporting on top U.S. schools shows a tougher job market: job offers and placement rates for MBAs at elite programs have fallen, with big consulting and tech employers (e.g., McKinsey and major tech firms) cutting back MBA hiring and delaying start dates, and some data points (like lower placement rates at leading schools) indicating short‑term weakness in demand. (ft.com) This aligns with the idea of pressure on traditional MBA pipelines into certain middle‑management tracks.

On the other hand, large global surveys of corporate recruiters in 2024 and 2025 show sustained overall demand: the Graduate Management Admission Council reports high employer confidence in graduate business education, with the vast majority of recruiters planning to maintain or increase MBA hiring and MBAs projected to outpace other graduate business degrees in 2025. (gmac.com) A 2025 U.S. hiring pulse survey notes that about half of respondents hired fewer MBAs than they had expected for the year, suggesting a cyclical slowdown rather than clear evidence of a long‑run structural collapse. (gmac.com) Sectoral shifts also appear: MBA hiring has cooled in some tech roles but is growing in areas like healthcare and AI‑related businesses. (aacsb.edu)

Given (1) the prediction’s multi‑year horizon, which extends beyond late 2025, and (2) the conflicting current data—short‑term softness contrasted with strong stated medium‑term demand—the outcome cannot yet be determined. The fairest assessment is that it is too early to conclusively label the prediction as right or wrong.