Cross-Branch Comparison

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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_002 (selected)229_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_002
Figure will scale out robots in industrial/commercial workforce in 2026 via its signed customers.
Robotics · Brett Adcock · conv 5/5 · resolves 2026-09
live posterior: 56% (prior 92%)
Scenario range
1.2pp
61% to 62% across 4 scenarios
cache 37 rows · 2026-05-24 04:31 UTC
cf:e20a3cc6aed2

Humanoid deployment

cumulative — branches can co-occur · range 1.2pp
ScenarioScenario probP(229_002 | scenario)Δ live
S_HUMANOID_FACTORY_2026
Humanoid R1: 10K+ factory units by Nov 2026
40%
61%
+5pp
S_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
50%
61%
+5pp
S_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
20%
62%
+6pp
S_HUMANOID_MASS_2033
Humanoid R4: 10M+ cumulative by Dec 2033
10%
62%
+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.