Timeline Fan

4 of 4 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 ASI branches — each lane shows the claims that hinge on that scenario.

Filters

050100S_ASI_FAST_2031 · prior 10% · ASI fast: RSI within 5y of AGI050100S_ASI_MID_2034 · prior 30% · ASI mid: Schmidt 'ASI in 6 years'050100S_ASI_SLOW_2040PLUS · prior 60% · ASI slow: post-2040 / soft takeoffhistoryPMCI_FSLR_20260511 resolved miss on 2026-05-18 — FSLR >10% in 5 trading days from 2026-05-11PMCI_FTNT_20260511 resolved miss on 2026-05-18 — FTNT >10% in 5 trading days from 2026-05-11PMCI_CDNS_20260511 resolved miss on 2026-05-18 — CDNS >10% in 5 trading days from 2026-05-11244_020 resolved partial on 2026-05-01 — Need for driver's licenses is going to collapse over the next few yearsPMCI_MKSI_20260518 resolved miss on 2026-05-25 — MKSI >10% in 5 trading days from 2026-05-18230_014 resolved hit on 2026-04-29 — The consulting industry will go through the roof as consultants leverage AI to automate/improve exisPMCI_ENVX_20260518 resolved hit on 2026-05-25 — ENVX >10% in 5 trading days from 2026-05-18PMCI_QCOM_20260515 resolved hit on 2026-05-22 — QCOM >10% in 5 trading days from 2026-05-15PMCI_MU_20260515 resolved miss on 2026-05-22 — MU >10% in 5 trading days from 2026-05-15PMCI_RRX_20260519 resolved hit on 2026-05-26 — RRX >10% in 5 trading days from 2026-05-19239_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 solPMCI_SNOW_20260505 resolved miss on 2026-05-12 — SNOW >10% in 5 trading days from 2026-05-05232_003 resolved partial on 2026-05-10 — AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless compani238_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-stake236_033 resolved partial on 2026-05-17 — Pie will grow very quickly as AI does work of millions of humans in hours238_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 2027SEM_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 DorseyFUT_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 en238_020 resolved partial on 2026-05-01 — Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem immi242_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 yearsPMCI_NVDA_20260505 resolved hit on 2026-05-12 — NVDA >10% in 5 trading days from 2026-05-05PMCI_TSLA_20260505 resolved hit on 2026-05-12 — TSLA >10% in 5 trading days from 2026-05-05PMCI_AGX_20260505 resolved miss on 2026-05-12 — AGX >10% in 5 trading days from 2026-05-05PMCI_ALAB_20260505 resolved miss on 2026-05-12 — ALAB >10% in 5 trading days from 2026-05-05PMCI_ASML_20260505 resolved hit on 2026-05-12 — ASML >10% in 5 trading days from 2026-05-05PMCI_CB_20260505 resolved miss on 2026-05-12 — CB >10% in 5 trading days from 2026-05-05PMCI_COHR_20260505 resolved hit on 2026-05-12 — COHR >10% in 5 trading days from 2026-05-05PMCI_CORZ_20260505 resolved hit on 2026-05-12 — CORZ >10% in 5 trading days from 2026-05-05PMCI_CRM_20260505 resolved miss on 2026-05-12 — CRM >10% in 5 trading days from 2026-05-05PMCI_CRWD_20260505 resolved hit on 2026-05-12 — CRWD >10% in 5 trading days from 2026-05-05PMCI_CRWV_20260505 resolved miss on 2026-05-12 — CRWV >10% in 5 trading days from 2026-05-05PMCI_GEV_20260505 resolved miss on 2026-05-12 — GEV >10% in 5 trading days from 2026-05-05231_002 resolved miss on 2026-04-29 — Grok 5 launches in March with massive expansion in training set, parameters, and capability.PMCI_FERG_20260505 resolved miss on 2026-05-12 — FERG >10% in 5 trading days from 2026-05-05PMCI_FIX_20260505 resolved miss on 2026-05-12 — FIX >10% in 5 trading days from 2026-05-05PMCI_GEHC_20260505 resolved miss on 2026-05-12 — GEHC >10% in 5 trading days from 2026-05-05PMCI_GFS_20260505 resolved miss on 2026-05-12 — GFS >10% in 5 trading days from 2026-05-05PMCI_LITE_20260505 resolved miss on 2026-05-12 — LITE >10% in 5 trading days from 2026-05-05PMCI_LMB_20260505 resolved miss on 2026-05-12 — LMB >10% in 5 trading days from 2026-05-05231_018 resolved miss on 2026-04-29 — Blitz will switch to next generation model in late March 2026.PMCI_LRCX_20260505 resolved miss on 2026-05-12 — LRCX >10% in 5 trading days from 2026-05-05PMCI_LUNR_20260505 resolved hit on 2026-05-12 — LUNR >10% in 5 trading days from 2026-05-05PMCI_MRVL_20260505 resolved miss on 2026-05-12 — MRVL >10% in 5 trading days from 2026-05-05PMCI_MSFT_20260505 resolved miss on 2026-05-12 — MSFT >10% in 5 trading days from 2026-05-05PMCI_MTSI_20260505 resolved hit on 2026-05-12 — MTSI >10% in 5 trading days from 2026-05-05PMCI_MU_20260505 resolved hit on 2026-05-12 — MU >10% in 5 trading days from 2026-05-05PMCI_NVO_20260505 resolved miss on 2026-05-12 — NVO >10% in 5 trading days from 2026-05-05PMCI_NXPI_20260505 resolved miss on 2026-05-12 — NXPI >10% in 5 trading days from 2026-05-05PMCI_OKLO_20260505 resolved hit on 2026-05-12 — OKLO >10% in 5 trading days from 2026-05-05PMCI_ORCL_20260505 resolved miss on 2026-05-12 — ORCL >10% in 5 trading days from 2026-05-05PMCI_RTX_20260505 resolved miss on 2026-05-12 — RTX >10% in 5 trading days from 2026-05-05PMCI_RUN_20260505 resolved miss on 2026-05-12 — RUN >10% in 5 trading days from 2026-05-05PMCI_PLTR_20260505 resolved miss on 2026-05-12 — PLTR >10% in 5 trading days from 2026-05-05PMCI_PYPL_20260505 resolved miss on 2026-05-12 — PYPL >10% in 5 trading days from 2026-05-05PMCI_QCOM_20260505 resolved hit on 2026-05-12 — QCOM >10% in 5 trading days from 2026-05-05PMCI_QLYS_20260505 resolved miss on 2026-05-12 — QLYS >10% in 5 trading days from 2026-05-05PMCI_RBRK_20260505 resolved miss on 2026-05-12 — RBRK >10% in 5 trading days from 2026-05-05PMCI_RIOT_20260505 resolved hit on 2026-05-12 — RIOT >10% in 5 trading days from 2026-05-05PMCI_RIVN_20260505 resolved miss on 2026-05-12 — RIVN >10% in 5 trading days from 2026-05-05PMCI_SAP_20260505 resolved miss on 2026-05-12 — SAP >10% in 5 trading days from 2026-05-05PMCI_TRU_20260505 resolved miss on 2026-05-12 — TRU >10% in 5 trading days from 2026-05-05PMCI_RKLB_20260505 resolved hit on 2026-05-12 — RKLB >10% in 5 trading days from 2026-05-05PMCI_RLAY_20260505 resolved miss on 2026-05-12 — RLAY >10% in 5 trading days from 2026-05-05PMCI_ROOT_20260505 resolved miss on 2026-05-12 — ROOT >10% in 5 trading days from 2026-05-05PMCI_TXN_20260505 resolved miss on 2026-05-12 — TXN >10% in 5 trading days from 2026-05-05PMCI_SYM_20260505 resolved miss on 2026-05-12 — SYM >10% in 5 trading days from 2026-05-05PMCI_T_20260505 resolved miss on 2026-05-12 — T >10% in 5 trading days from 2026-05-05PMCI_SERV_20260505 resolved miss on 2026-05-12 — SERV >10% in 5 trading days from 2026-05-05PMCI_TEM_20260505 resolved miss on 2026-05-12 — TEM >10% in 5 trading days from 2026-05-05PMCI_TSEM_20260505 resolved miss on 2026-05-12 — TSEM >10% in 5 trading days from 2026-05-05PMCI_TSM_20260505 resolved miss on 2026-05-12 — TSM >10% in 5 trading days from 2026-05-05PMCI_XIACY_20260505 resolved miss on 2026-05-12 — XIACY >10% in 5 trading days from 2026-05-05PMCI_VRT_20260505 resolved miss on 2026-05-12 — VRT >10% in 5 trading days from 2026-05-05PMCI_AAPL_20260505 resolved miss on 2026-05-12 — AAPL >10% in 5 trading days from 2026-05-05PMCI_TT_20260505 resolved miss on 2026-05-12 — TT >10% in 5 trading days from 2026-05-05PMCI_V_20260505 resolved miss on 2026-05-12 — V >10% in 5 trading days from 2026-05-05PMCI_XYL_20260505 resolved miss on 2026-05-12 — XYL >10% in 5 trading days from 2026-05-05PMCI_TMUS_20260505 resolved miss on 2026-05-12 — TMUS >10% in 5 trading days from 2026-05-05PMCI_SO_20260505 resolved miss on 2026-05-12 — SO >10% in 5 trading days from 2026-05-05PMCI_CIFR_20260505 resolved miss on 2026-05-12 — CIFR >10% in 5 trading days from 2026-05-05PMCI_SIEGY_20260505 resolved miss on 2026-05-12 — SIEGY >10% in 5 trading days from 2026-05-05PMCI_SPOT_20260505 resolved miss on 2026-05-12 — SPOT >10% in 5 trading days from 2026-05-05PMCI_SMMNY_20260505 resolved miss on 2026-05-12 — SMMNY >10% in 5 trading days from 2026-05-05PMCI_SBGSY_20260505 resolved miss on 2026-05-12 — SBGSY >10% in 5 trading days from 2026-05-05PMCI_XOM_20260505 resolved miss on 2026-05-12 — XOM >10% in 5 trading days from 2026-05-05PMCI_RYCEY_20260505 resolved miss on 2026-05-12 — RYCEY >10% in 5 trading days from 2026-05-05PMCI_VZ_20260505 resolved miss on 2026-05-12 — VZ >10% in 5 trading days from 2026-05-05PMCI_BRK.B_20260505 resolved miss on 2026-05-12 — BRK.B >10% in 5 trading days from 2026-05-05PMCI_BYDDY_20260505 resolved miss on 2026-05-12 — BYDDY >10% in 5 trading days from 2026-05-05PMCI_TM_20260505 resolved miss on 2026-05-12 — TM >10% in 5 trading days from 2026-05-05PMCI_UBER_20260505 resolved miss on 2026-05-12 — UBER >10% in 5 trading days from 2026-05-05PMCI_EADSY_20260505 resolved miss on 2026-05-12 — EADSY >10% in 5 trading days from 2026-05-05PMCI_WDAY_20260505 resolved miss on 2026-05-12 — WDAY >10% in 5 trading days from 2026-05-05241_004 resolved hit on 2026-04-29 — AI progress is not stoppable or controllable by any government, individual, or corporationPMCI_VST_20260505 resolved miss on 2026-05-12 — VST >10% in 5 trading days from 2026-05-05PMCI_SHOP_20260505 resolved miss on 2026-05-12 — SHOP >10% in 5 trading days from 2026-05-05PMCI_ABT_20260505 resolved miss on 2026-05-12 — ABT >10% in 5 trading days from 2026-05-05PMCI_ACLS_20260505 resolved hit on 2026-05-12 — ACLS >10% in 5 trading days from 2026-05-05PMCI_ACN_20260505 resolved miss on 2026-05-12 — ACN >10% in 5 trading days from 2026-05-05PMCI_MCHP_20260505 resolved miss on 2026-05-12 — MCHP >10% in 5 trading days from 2026-05-05PMCI_ADBE_20260505 resolved miss on 2026-05-12 — ADBE >10% in 5 trading days from 2026-05-05PMCI_ADI_20260505 resolved miss on 2026-05-12 — ADI >10% in 5 trading days from 2026-05-05PMCI_AEHR_20260505 resolved hit on 2026-05-12 — AEHR >10% in 5 trading days from 2026-05-05PMCI_ALL_20260505 resolved miss on 2026-05-12 — ALL >10% in 5 trading days from 2026-05-05PMCI_AMAT_20260505 resolved miss on 2026-05-12 — AMAT >10% in 5 trading days from 2026-05-05PMCI_AMT_20260505 resolved miss on 2026-05-12 — AMT >10% in 5 trading days from 2026-05-05PMCI_MDT_20260505 resolved miss on 2026-05-12 — MDT >10% in 5 trading days from 2026-05-05PMCI_MLI_20260505 resolved miss on 2026-05-12 — MLI >10% in 5 trading days from 2026-05-05PMCI_AMZN_20260505 resolved miss on 2026-05-12 — AMZN >10% in 5 trading days from 2026-05-05PMCI_ANET_20260505 resolved miss on 2026-05-12 — ANET >10% in 5 trading days from 2026-05-05PMCI_APLD_20260505 resolved hit on 2026-05-12 — APLD >10% in 5 trading days from 2026-05-05PMCI_ARM_20260505 resolved hit on 2026-05-12 — ARM >10% in 5 trading days from 2026-05-05PMCI_ASTS_20260505 resolved hit on 2026-05-12 — ASTS >10% in 5 trading days from 2026-05-05PMCI_AMD_20260505 resolved hit on 2026-05-12 — AMD >10% in 5 trading days from 2026-05-05PMCI_FRSH_20260505 resolved miss on 2026-05-12 — FRSH >10% in 5 trading days from 2026-05-05PMCI_INTC_20260505 resolved hit on 2026-05-12 — INTC >10% in 5 trading days from 2026-05-05PMCI_AVGO_20260505 resolved miss on 2026-05-12 — AVGO >10% in 5 trading days from 2026-05-05PMCI_AYI_20260505 resolved miss on 2026-05-12 — AYI >10% in 5 trading days from 2026-05-05PMCI_AZN_20260505 resolved miss on 2026-05-12 — AZN >10% in 5 trading days from 2026-05-05PMCI_BA_20260505 resolved miss on 2026-05-12 — BA >10% in 5 trading days from 2026-05-05PMCI_BE_20260505 resolved miss on 2026-05-12 — BE >10% in 5 trading days from 2026-05-05PMCI_BFLY_20260505 resolved miss on 2026-05-12 — BFLY >10% in 5 trading days from 2026-05-05PMCI_BTDR_20260505 resolved hit on 2026-05-12 — BTDR >10% in 5 trading days from 2026-05-05PMCI_BWXT_20260505 resolved miss on 2026-05-12 — BWXT >10% in 5 trading days from 2026-05-05PMCI_CAT_20260505 resolved miss on 2026-05-12 — CAT >10% in 5 trading days from 2026-05-05PMCI_CEG_20260505 resolved miss on 2026-05-12 — CEG >10% in 5 trading days from 2026-05-05PMCI_CHE_20260505 resolved miss on 2026-05-12 — CHE >10% in 5 trading days from 2026-05-05PMCI_CIEN_20260505 resolved miss on 2026-05-12 — CIEN >10% in 5 trading days from 2026-05-05PMCI_CINF_20260505 resolved miss on 2026-05-12 — CINF >10% in 5 trading days from 2026-05-05PMCI_CSCO_20260505 resolved miss on 2026-05-12 — CSCO >10% in 5 trading days from 2026-05-05PMCI_EME_20260505 resolved miss on 2026-05-12 — EME >10% in 5 trading days from 2026-05-05PMCI_EPAM_20260505 resolved miss on 2026-05-12 — EPAM >10% in 5 trading days from 2026-05-05PMCI_ETN_20260505 resolved miss on 2026-05-12 — ETN >10% in 5 trading days from 2026-05-05PMCI_F_20260505 resolved miss on 2026-05-12 — F >10% in 5 trading days from 2026-05-05PMCI_GLW_20260505 resolved hit on 2026-05-12 — GLW >10% in 5 trading days from 2026-05-05PMCI_GM_20260505 resolved miss on 2026-05-12 — GM >10% in 5 trading days from 2026-05-05PMCI_GOOGL_20260505 resolved miss on 2026-05-12 — GOOGL >10% in 5 trading days from 2026-05-05PMCI_HUT_20260505 resolved hit on 2026-05-12 — HUT >10% in 5 trading days from 2026-05-05PMCI_INFY_20260505 resolved miss on 2026-05-12 — INFY >10% in 5 trading days from 2026-05-05PMCI_IOT_20260505 resolved miss on 2026-05-12 — IOT >10% in 5 trading days from 2026-05-05PMCI_IREN_20260505 resolved hit on 2026-05-12 — IREN >10% in 5 trading days from 2026-05-05PMCI_LEU_20260505 resolved hit on 2026-05-12 — LEU >10% in 5 trading days from 2026-05-05PMCI_MA_20260505 resolved miss on 2026-05-12 — MA >10% in 5 trading days from 2026-05-05PMCI_META_20260505 resolved miss on 2026-05-12 — META >10% in 5 trading days from 2026-05-05PMCI_MRNA_20260505 resolved hit on 2026-05-12 — MRNA >10% in 5 trading days from 2026-05-05PMCI_NEE_20260505 resolved miss on 2026-05-12 — NEE >10% in 5 trading days from 2026-05-05PMCI_NET_20260505 resolved miss on 2026-05-12 — NET >10% in 5 trading days from 2026-05-05PMCI_NFLX_20260505 resolved miss on 2026-05-12 — NFLX >10% in 5 trading days from 2026-05-05PMCI_NOW_20260505 resolved miss on 2026-05-12 — NOW >10% in 5 trading days from 2026-05-05PMCI_ANET_20260506 resolved miss on 2026-05-13 — ANET >10% in 5 trading days from 2026-05-06PMCI_AMD_20260506 resolved miss on 2026-05-13 — AMD >10% in 5 trading days from 2026-05-06PMCI_ACN_20260506 resolved miss on 2026-05-13 — ACN >10% in 5 trading days from 2026-05-06PMCI_FIX_20260506 resolved miss on 2026-05-13 — FIX >10% in 5 trading days from 2026-05-06PMCI_CINF_20260507 resolved miss on 2026-05-14 — CINF >10% in 5 trading days from 2026-05-07PMCI_BFLY_20260507 resolved miss on 2026-05-14 — BFLY >10% in 5 trading days from 2026-05-07PMCI_BE_20260511 resolved miss on 2026-05-18 — BE >10% in 5 trading days from 2026-05-11PMCI_DVA_20260511 resolved miss on 2026-05-18 — DVA >10% in 5 trading days from 2026-05-11PMCI_KTOS_20260511 resolved miss on 2026-05-18 — KTOS >10% in 5 trading days from 2026-05-11PMCI_S_20260511 resolved miss on 2026-05-18 — S >10% in 5 trading days from 2026-05-11PMCI_BE_20260512 resolved miss on 2026-05-19 — BE >10% in 5 trading days from 2026-05-12PMCI_FORM_20260513 resolved miss on 2026-05-20 — FORM >10% in 5 trading days from 2026-05-13PMCI_AMKR_20260513 resolved miss on 2026-05-20 — AMKR >10% in 5 trading days from 2026-05-13PMCI_AMD_20260513 resolved miss on 2026-05-20 — AMD >10% in 5 trading days from 2026-05-13PMCI_QCOM_20260514 resolved miss on 2026-05-21 — QCOM >10% in 5 trading days from 2026-05-14PMCI_AMD_20260514 resolved miss on 2026-05-21 — AMD >10% in 5 trading days from 2026-05-14PMCI_ICHR_20260514 resolved miss on 2026-05-21 — ICHR >10% in 5 trading days from 2026-05-14PMCI_MU_20260514 resolved miss on 2026-05-21 — MU >10% in 5 trading days from 2026-05-14PMCI_CRWV_20260514 resolved miss on 2026-05-21 — CRWV >10% in 5 trading days from 2026-05-14PMCI_ETN_20260514 resolved miss on 2026-05-21 — ETN >10% in 5 trading days from 2026-05-14PMCI_CRWV_20260515 resolved miss on 2026-05-22 — CRWV >10% in 5 trading days from 2026-05-15PMCI_BE_20260515 resolved hit on 2026-05-22 — BE >10% in 5 trading days from 2026-05-15PMCI_LITE_20260518 resolved miss on 2026-05-25 — LITE >10% in 5 trading days from 2026-05-18PMCI_MU_20260518 resolved hit on 2026-05-25 — MU >10% in 5 trading days from 2026-05-18PMCI_BE_20260518 resolved hit on 2026-05-25 — BE >10% in 5 trading days from 2026-05-18PMCI_SLDP_20260518 resolved hit on 2026-05-25 — SLDP >10% in 5 trading days from 2026-05-18PMCI_QCOM_20260518 resolved hit on 2026-05-25 — QCOM >10% in 5 trading days from 2026-05-18PMCI_CB_20260601 resolved miss on 2026-06-08 — CB >10% in 5 trading days from 2026-06-01PMCI_RMBS_20260601 resolved hit on 2026-06-08 — RMBS >10% in 5 trading days from 2026-06-01PMCI_AMPX_20260601 resolved miss on 2026-06-08 — AMPX >10% in 5 trading days from 2026-06-01231_031 resolved partial on 2026-05-10 — OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.229_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 restructCMQ_036 resolved partial on 2026-12-31 — SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + SPC_008 resolved hit on 2026-04-29 — SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milSEM_048 resolved hit on 2026-04-30 — OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support SSPC_025 resolved hit on 2026-04-29 — Critical misalignment in the AI industry: approximately 300 AI capabilities researchers for every on235_008 resolved miss on 2026-04-29 — Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.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-caree232_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 242_015 resolved hit on 2026-04-29 — Full autonomy achieved within 2 years before Salim's son gets driver's license234_012 resolved hit on 2026-04-29 — Anthropic revenue will cross OpenAI revenue in middle of 2026233_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_008 resolved partial on 2026-05-01 — Elon Musk will merge SpaceX and XAI (with Tesla) within a year (Peter's view).246_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_023 resolved partial on 2026-05-17 — AI will be able to do everything a white collar worker does imminently247_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 using245_008 resolved partial on 2026-05-24 — More direwolves will be produced after initial Romulus and RemusIND_013 resolved hit on 2026-04-29 — General intelligence requires systems capable of solving tasks across multidimensional continuous doINF_005 resolved partial on 2026-05-01 — Skilled trade labor (welders, HVAC, electricians, plumbers, heavy-equipment operators, network technAI_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-laINF_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.AI_010 resolved hit on 2026-04-29 — The 2026 development landscape has entered the 'Slopacolypse' — AI writes the vast majority of new cINF_036 resolved partial on 2026-05-01 — AI will develop a 'kinetic' edge where capital assets (drones, autonomous vehicles, agricultural robCYB_018 resolved hit on 2026-04-29 — Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — baSEM_049 resolved partial on 2026-05-24 — AI will soon fully automate software engineering, achieving massive cost reductions via iterative se247_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 UAE246_047 resolved hit on 2026-04-29 — Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.CYB_026 resolved hit on 2026-04-29 — The initial assumption that the United States can maintain a durable long-term 'moat' based purely oFUT_003 resolved hit on 2026-04-29 — Superforecaster consensus assigns 0.38% probability to AI-driven human extinction by 2100 vs domain-ROB_002 resolved partial on 2025-12-31 — 99% of code generation will be entirely automated by the end of 2025 — the elimination of the primarROB_006 resolved hit on 2026-04-29 — 'English is the hottest new programming language' — natural language becomes the dominant programminINF_004 resolved partial on 2026-05-17 — China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaitROB_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_033 resolved partial on 2026-05-10 — AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro prSEM_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 nINF_060 resolved partial on 2026-05-10 — Three new battery chemistries beyond lithium-ion will commercialize in 2026 — signaling a definitive229_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_002 resolved partial on 2026-05-21 — By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven 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 fSEM_022 resolved partial on 2026-05-01 — FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed na237_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 daysSEM_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, fast232_014 resolved hit on 2026-04-29 — Recursive self-improvement is already here, not 12 months away.SEM_040 resolved partial on 2026-05-03 — Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10241_052 resolved hit on 2026-04-29 — Standard AI data centers being built at 400 MW scale, half-mile longSEM_045 resolved partial on 2026-05-03 — Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forci245_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_003 resolved partial on 2026-05-17 — Localized, ungoverned multi-agent networks will spontaneously generate their own social networks, goCYB_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_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 exclusiveINF_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_006 resolved partial on 2025-12-31 — OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition aSEM_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 annualJan 2026FebMarAprMayJunJulAugSepOctNovDecJan 2027FebMarAprMayJunJulAugSepOctNovDecJan 2028FebMarAprMayJunJulAugSepOctNovDecJan 2029FebMarAprMayJunJulAugSepOctNovDecJan 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0 plotted across 3 branches · click any dot for detail

Top movers

Predictions where past + recent evidence has shifted current_prob most off the analyst-seeded prior. Scoped to MUMSF.
MUMSF-impacting (3)
INF_015
APLD · COHR · CORZ · CRWV
Power Usage Effectiveness (PUE) and Water Usage Effectiveness (WUE) will transition from secondary facility metrics to the top operational KPIs for DC operators — mandating liquid-to-chip and two-phase immersion cooling as default hardware.
90% → 77% · resolves 2028-10
-13pp
INF_035
APLD · COHR · CORZ · CRWV
Advanced U.S. manufacturing capacity for 3D-printed liquid-cooling plates will scale rapidly — Fabric8Labs secured $50M (NEA + Intel Capital) specifically to address the AI-DC thermal bottleneck with electrochemically-deposited intricate cold-plate geo...
75% → 65% · resolves 2028-12
-10pp
SPC_018
AMZN · APLD · ASTS · BA
Five North America-linked miners — MP Materials, Almonty Industries, Freeport-McMoRan, Alcoa, Teck Resources — are critical dependencies for the emerging space hardware supply chain: copper (regenerative cooling channels, Raptor/BE-4 pressure scaling),...
75% → 65% · resolves 2030-05
-10pp

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.