Cross-Branch Comparison

cache age 351h 21m

For a single prediction, see its conditional probability across every scenario branch. Predictions whose probability varies widely are "scenario-sensitive" — the position is a leveraged bet on which future fires. Flat rows = robust to scenario uncertainty.

Pick a prediction

High-conviction (≥4) predictions with ≥2 ticker exposures
229_001229_002229_007229_011229_012230_013231_013231_021231_026231_041231_050232_017232_018232_019232_055232_060233_007233_016235_012236_030236_033237_025238_018238_021238_023238_025238_032238_064239_003239_005 (selected)
FamilyAllCompute scaleEnergy / gridHumanoid deploymentRobotaxiAGIASI$1T+ IPOMars uncrewedAI pauseRecession
239_005
AI intelligence will far exceed human intelligence to incomprehensible degree
AI · Elon Musk · conv 5/5 · resolves 2027-09
live posterior: 36% (prior 50%)
Scenario range
0.3pp
30% to 30% across 4 scenarios
cache 37 rows · 2026-05-24 04:31 UTC
cf:e20a3cc6aed2

Compute scale

cumulative — branches can co-occur · range 0.3pp
ScenarioScenario probP(239_005 | scenario)Δ live
S_COMPUTE_1GW_2027
Compute: 1GW operational by Jun 2027
60%
30%
-6pp
S_COMPUTE_10GW_2028
Compute: 10GW total by Dec 2028
40%
30%
-6pp
S_COMPUTE_100GW_2030
Compute: 100GW national-scale by Dec 2030
20%
30%
-6pp
S_COMPUTE_STARGATE_FAILURE
Stargate failure: <500MW by 2029
15%
30%
-6pp

What this tells you

  • High sensitivity (≥30pp range): this claim's probability swings wildly depending on which future fires. Sizing should be smaller; pair with a hedge that has the opposite sensitivity profile.
  • Flat row (≤10pp range): the claim is robust — same probability in good and bad scenarios. A "no-regret" position; you don't need to time the underlying scenario.
  • Spike on one branch: a leveraged thesis on a specific scenario. If that scenario's prior shifts, this position re-rates massively.