Timeline Fan

40 of 40 tracked claims plotted by expected resolution date (X) × posterior probability (Y). Probabilities have already absorbed past + recent evidence (LBP + intake). Ghost arrows show how far each claim has moved off its analyst-seeded prior. Forked into 3 mutually-exclusive Energy / grid branches — each lane shows the claims that hinge on that scenario.

Filters

050100S_GRID_50GW_2027 · prior 40% · 50GW dedicated AI/data center grid by Dec 2027050100S_GRID_50GW_2029 · prior 50% · 50GW grid expansion by Dec 2029050100S_GRID_50GW_DELAYED · prior 10% · 50GW grid expansion delayed past 2031history230_014 resolved hit on 2026-04-29 — The consulting industry will go through the roof as consultants leverage AI to automate/improve exis238_010 resolved hit on 2026-04-29 — AI takeoff/inflection is happening now240_027 resolved hit on 2026-04-29 — SpaceX and xAI will merge and go public in the next couple of monthsAI_023 resolved hit on 2026-04-29 — Inside Uber, 90% of software engineers currently rely on AI, and executive teams rehearse high-stake238_009 resolved hit on 2026-04-29 — Recursive self-improvement is already happening now (no longer three years out)CMQ_027 resolved hit on 2026-04-29 — The inference inflection has arrived — industry transitioning from training-dominated capex (2023-20AI_005 resolved hit on 2026-04-29 — Current frontier models suffer from 'jagged intelligence' — excelling at international mathematics o240_001 resolved hit on 2026-04-29 — NVIDIA to reach at least $1 trillion in bookings/revenue through 2027FUT_024 resolved hit on 2026-04-29 — XPT 2022 tournament assigned mere 2.3% probability to AI achieving gold-medal performance in InternaAUT_003 resolved hit on 2026-04-29 — 'Vibe coding' — the full delegation of syntactic code generation to autonomous models, with human en242_057 resolved hit on 2026-04-30 — Artemis 2 launches April 1, 2026 - circumlunar mission244_019 resolved hit on 2026-04-29 — Peter's son won't need a driver's license in 2 years241_004 resolved hit on 2026-04-29 — AI progress is not stoppable or controllable by any government, individual, or corporation229_047 resolved hit on 2026-04-29 — Figure's 3,000 B200 GPU cluster is coming online for Helix pre-training with much larger GPUs planneIND_021 resolved hit on 2026-04-29 — February 2026 realized forecast: AI automation capabilities necessitated severe operational restructSEM_048 resolved hit on 2026-04-30 — OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support SSPC_008 resolved hit on 2026-04-29 — SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milSPC_025 resolved hit on 2026-04-29 — Critical misalignment in the AI industry: approximately 300 AI capabilities researchers for every on232_021 resolved hit on 2026-04-29 — No chance AI will be paused in the next three years given current administration and China competiti241_006 resolved hit on 2026-04-29 — Everyone is out of hardware and electricity due to AI boomAUT_019 resolved hit on 2026-04-29 — Weil's April 2026 exit from OpenAI VP of Science signals critical juncture — as AI transitions from 234_012 resolved hit on 2026-04-29 — Anthropic revenue will cross OpenAI revenue in middle of 2026242_015 resolved hit on 2026-04-29 — Full autonomy achieved within 2 years before Salim's son gets driver's license233_020 resolved hit on 2026-04-29 — Texas Sports Academy will operate at $300/month per parent using Texas billion-dollar voucher prograCMQ_043 resolved hit on 2026-04-29 — In complex Agentic AI workloads, CPU-side processing accounts for 50-90% of end-to-end latency — val246_038 resolved hit on 2026-04-29 — Data centers are driving frontier labs into space (orbital data centers).238_041 resolved hit on 2026-04-29 — Apple will eventually integrate highly competent private frontier models into its OS (when not if)247_042 resolved hit on 2026-04-29 — Professional Robotics League first US match on April 19, 2026 in BostonAUT_017 resolved hit on 2026-04-29 — Defining 2023-2026 shift: maturation of 'Agentic AI' via heavy fine-tuning of pre-trained LLMs usingIND_013 resolved hit on 2026-04-29 — General intelligence requires systems capable of solving tasks across multidimensional continuous doAI_016 resolved hit on 2026-04-29 — The 'cost of intelligence' collapse has officially superseded traditional Moore's Law dynamics — an CMQ_053 resolved hit on 2026-04-30 — Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-laAI_010 resolved hit on 2026-04-29 — The 2026 development landscape has entered the 'Slopacolypse' — AI writes the vast majority of new cCYB_018 resolved hit on 2026-04-29 — Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — ba247_058 resolved hit on 2026-04-29 — Jury selection begins April 27, 2026 for Musk v OpenAI trial235_002 resolved hit on 2026-04-29 — Anthropic will exceed OpenAI in revenue this year (2026).245_012 resolved hit on 2026-04-29 — UAE's Biovault is a nine-figure initiative for both Colossal and the UAECYB_026 resolved hit on 2026-04-29 — The initial assumption that the United States can maintain a durable long-term 'moat' based purely o246_047 resolved hit on 2026-04-29 — Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.FUT_003 resolved hit on 2026-04-29 — Superforecaster consensus assigns 0.38% probability to AI-driven human extinction by 2100 vs domain-ROB_006 resolved hit on 2026-04-29 — 'English is the hottest new programming language' — natural language becomes the dominant programminROB_012 resolved hit on 2026-04-29 — The ultimate bottleneck for global robotics deployment is NOT software architecture but physical GPUINF_019 resolved hit on 2026-04-29 — A modern hyperscale AI data center can consume up to 5 million gallons of freshwater per day for evaINF_033 resolved hit on 2026-04-29 — Technology conglomerates have mobilized unprecedented political capital to ensure AI-friendly regulaSEM_039 resolved hit on 2026-04-29 — Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator fSEM_042 resolved hit on 2026-04-29 — 2025 will be the definitive year that agentic systems finally hit the mainstream.INF_039 resolved hit on 2026-04-29 — Consumer-facing AI hardware shortages will worsen: high-Unified-Memory Apple Mac Studio lead times n229_013 resolved hit on 2026-04-29 — The next 12-18 months will be the largest AI transformation ever seen.248_040 resolved hit on 2026-04-29 — Pausing AI will fail and only accelerate race dynamics.248_005 resolved hit on 2026-04-29 — V3 Starlink satellites will deliver over 1 TB/s downlink and 200+ Gbps uplink each.ROB_016 resolved hit on 2026-04-29 — Block executed massive layoffs explicitly reframing the company as a 'smaller, faster, intelligence-CMQ_038 resolved hit on 2026-12-31 — Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to235_038 resolved hit on 2026-04-29 — David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.SEM_011 resolved hit on 2026-04-30 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advancSEM_014 resolved hit on 2026-04-30 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil f237_028 resolved hit on 2026-04-29 — Abundance Summit will live-stream Eric Schmidt, Uber CEO Dara Khosrowshahi, and a WTF Moonshot podca238_072 resolved hit on 2026-04-29 — Small-to-large model scaling time has collapsed from 6-12 months to 6 days232_014 resolved hit on 2026-04-29 — Recursive self-improvement is already here, not 12 months away.241_052 resolved hit on 2026-04-29 — Standard AI data centers being built at 400 MW scale, half-mile long245_025 resolved hit on 2026-04-29 — Colossal gene editing efficiency has risen from 15% industry / 40% internal to 90% at hundreds of edSPC_014 resolved hit on 2026-04-29 — Starlink constitutes 65% of all active satellites globally by 2026 — making LEO operational manageme248_003 resolved hit on 2026-04-29 — SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.SPC_031 resolved hit on 2026-04-29 — SpaceX's reusability program has driven the cost per kilogram to Low Earth Orbit from $15,600 in 200229_028 resolved hit on 2026-04-29 — Figure will NOT license out its neural net or hardware IP to third-party form-factor builders.CYB_015 resolved hit on 2026-04-29 — The human hiring process becomes progressively distorted as autonomous bot agents actively screen reCYB_009 resolved hit on 2026-04-29 — Hardware-software alignment will force widespread foundational-codebase rewrites — exemplified by MiCYB_029 resolved hit on 2026-04-29 — Corporate API providers will increasingly restrict third-party agent harnesses (exemplified by AnthrSEM_029 resolved hit on 2026-04-29 — Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberateINF_049 resolved hit on 2026-04-29 — Modern AI data centers are no longer server farms but "gigawatt factories"; energy — not silicon supINF_065 resolved hit on 2026-04-29 — Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailorSEM_008 resolved hit on 2026-04-29 — Training runs costing $10 billion for a single model will commence sometime in 2025.SEM_012 resolved hit on 2026-04-29 — Nvidia quadrupled chip production output while only doubling human headcount — achieved by deployingSEM_027 resolved hit on 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap SPC_004 resolved hit on 2026-04-29 — Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenuSPC_006 resolved hit on 2026-04-29 — Starlink exceeded 10 million active global subscribers by February 2026, generating estimated annual231_002 resolved miss on 2026-04-29 — Grok 5 launches in March with massive expansion in training set, parameters, and capability.231_018 resolved miss on 2026-04-29 — Blitz will switch to next generation model in late March 2026.235_008 resolved miss on 2026-04-29 — Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.244_020 resolved partial on 2026-05-01 — Need for driver's licenses is going to collapse over the next few years239_033 resolved partial on 2026-05-21 — Optimus 3 will be by far the most advanced robot in the worldINF_058 resolved partial on 2026-05-01 — The electrical grid topology will transition from centralized to highly decentralized: localized sol232_003 resolved partial on 2026-05-10 — AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless compani236_033 resolved partial on 2026-05-17 — Pie will grow very quickly as AI does work of millions of humans in hoursSEM_041 resolved partial on 2026-05-17 — At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity adAI_028 resolved partial on 2026-05-01 — Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by Dorsey238_020 resolved partial on 2026-05-01 — Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem immi231_031 resolved partial on 2026-05-10 — OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.CMQ_036 resolved partial on 2026-12-31 — SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + 246_001 resolved partial on 2026-09-30 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.AI_021 resolved partial on 2026-05-03 — The 2026-2027 window is the 'Great Disemboweling' of white-collar employment — millions of mid-caree246_008 resolved partial on 2026-05-01 — Elon Musk will merge SpaceX and XAI (with Tesla) within a year (Peter's view).247_023 resolved partial on 2026-05-17 — AI will be able to do everything a white collar worker does imminently245_008 resolved partial on 2026-05-24 — More direwolves will be produced after initial Romulus and RemusINF_005 resolved partial on 2026-05-01 — Skilled trade labor (welders, HVAC, electricians, plumbers, heavy-equipment operators, network technINF_029 resolved partial on 2026-05-03 — Enterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporat246_005 resolved partial on 2026-05-10 — OpenAI and Anthropic IPOs will head toward $1 trillion valuations.INF_036 resolved partial on 2026-05-01 — AI will develop a 'kinetic' edge where capital assets (drones, autonomous vehicles, agricultural robSEM_049 resolved partial on 2026-05-24 — AI will soon fully automate software engineering, achieving massive cost reductions via iterative seROB_002 resolved partial on 2025-12-31 — 99% of code generation will be entirely automated by the end of 2025 — the elimination of the primarINF_004 resolved partial on 2026-05-17 — China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaitSEM_033 resolved partial on 2026-05-10 — AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro prINF_060 resolved partial on 2026-05-10 — Three new battery chemistries beyond lithium-ion will commercialize in 2026 — signaling a definitiveSEM_002 resolved partial on 2026-05-21 — By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven SEM_022 resolved partial on 2026-05-01 — FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed naSEM_021 resolved partial on 2026-05-10 — Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts uSEM_037 resolved partial on 2026-05-17 — For any job you can do on the other side of a screen, AI will probably be able to do it better, fastSEM_040 resolved partial on 2026-05-03 — Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10SEM_045 resolved partial on 2026-05-03 — Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forciCYB_003 resolved partial on 2026-05-17 — Localized, ungoverned multi-agent networks will spontaneously generate their own social networks, goINF_008 resolved partial on 2026-05-01 — Leading AI model intelligence has been improving by roughly 2.5 IQ points per month since May 2024 —INF_031 resolved partial on 2028-10-31 — The biggest near-term AI risk to humanity is AI companies themselves acting without proper oversightINF_030 resolved partial on 2026-05-01 — By 2026, generative AI will democratize analytical and operational capabilities previously exclusiveSEM_006 resolved partial on 2025-12-31 — OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition aJan 2026FebMarAprMayJunJulAugSepOctNovDecJan 2027FebMarAprMayJunJulAugSepOctNovDecJan 2028FebMarAprMayJunJulAugSepOctNovDecJan 2029FebMarAprMayJunJulAugSepOctNovDecJan 2030FebMarAprMayJunJulAugSepOctNovDecJan 2031FebMarAprMayJuntodaytarget window end · today (amber dashed) · ✓/✗/◐ history strip = past resolutions · ghost arrows = evidence shift
0 plotted across 3 branches · 8 outside x-range · click any dot for detail

Top movers

Predictions where past + recent evidence has shifted current_prob most off the analyst-seeded prior. Scoped to ORCL.

Legend

Color = domain · purple ring = scenario · red ring = thesis killer · green ↑ / red ↓ ghost arrows = evidence shift > 10pp · ribbon dots = milestone chain (left = leading signals, right = cascades)
AILabor/JobsMacro/EconomyBiotech/LongevityAuto/TransportRoboticsMarkets/StocksSpaceEnergyGeopoliticsEducationCryptoSemisDefenseConsumerQuantum
Y-axis bands: 0–25 % red-tint (unlikely) · 25–75 % amber (uncertain) · 75–100 % green-tint (likely). Vertical amber dashed line = today. Each prediction sits at (its expected resolution date, its current probability). Probabilities are conditional on everything that has already happened — past hits/misses + recent intake updates feed into the LBP propagation that produced these values.