Cross-Branch Comparison

cache age 348h 53m

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_001 (selected)229_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
FamilyAllCompute scaleEnergy / gridHumanoid deploymentRobotaxiAGIASI$1T+ IPOMars uncrewedAI pauseRecession
229_001
Figure will put robots on its own manufacturing lines (BotQ) this year to build robots.
Robotics · Brett Adcock · conv 5/5 · resolves 2026-09
live posterior: 62% (prior 92%)
Scenario range
0.0pp
66% to 66% across 3 scenarios
cache 37 rows · 2026-05-24 04:31 UTC
cf:e20a3cc6aed2

Energy / grid

cumulative — branches can co-occur · range 0.0pp
ScenarioScenario probP(229_001 | scenario)Δ live
S_GRID_50GW_2027
50GW dedicated AI/data center grid by Dec 2027
40%
66%
+4pp
S_GRID_50GW_2029
50GW grid expansion by Dec 2029
50%
66%
+4pp
S_GRID_50GW_DELAYED
50GW grid expansion delayed past 2031
10%
66%
+4pp

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.