Cross-Branch Comparison

cache age 352h 39m

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_007 (selected)229_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_007
Figure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control.
Robotics · Brett Adcock · conv 5/5 · resolves 2026-08
live posterior: 48% (prior 60%)
Scenario range
2.3pp
43% to 46% across 4 scenarios
cache 37 rows · 2026-05-24 04:31 UTC
cf:e20a3cc6aed2

AI pause

mutually exclusive — exactly one branch fires · range 2.3pp
ScenarioScenario probP(229_007 | scenario)Δ live
S_AI_PAUSE_2026
Major-country AI pause beginning 2026
5%
43%
-4pp
S_AI_PAUSE_2027
AI pause beginning 2027
10%
43%
-4pp
S_AI_PAUSE_2028
AI pause beginning 2028
10%
43%
-4pp
S_NO_AI_PAUSE_5Y
No major AI pause through 2031
75%
46%
-2pp

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.