Timeline Fan

64 of 64 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.

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0255075100historyPMCI_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 2030FebMarAprMayJunJulAugSepOctNovDecJan 2031FebMarAprMayJuntodaypre #6 · pending · 2027-03-17 — SpaceX/Starlink V3 launch cadence reaches >50 satellites/monthpre #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #4 · pending · 2027-11-01 — First commercial orbital data center deployment announced by hyperscalerpre #3 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #2 · pending · 2028-09-15 — First MW-scale orbital compute payload reaches operational statuspre #1 · pending · 2029-09-15 — Cumulative orbital data center capacity exceeds 100 MWcascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-01-30 — Late 2026 launch of AI V1 prototype satellites (70-100 kW per satellite, on-orbit testing)pre #5 · pending · 2027-05-06 — Q1 window check-in (25%)pre #4 · pending · 2027-09-16 — First peer-reviewed AI breakthrough in physics or materials science attributed to AI-generated hypothesispre #3 · pending · 2028-09-08 — Q2 window check-in (50%)pre #2 · pending · 2030-01-12 — Q3 window check-in (75%)pre #1 · pending · 2030-10-01 — Operational orbital data center reaches 1 GW aggregate compute capacitycascade #1 · pending · 2032-01-01 — Formal lunar-mass-driver / Dyson-swarm engineering study published by NASA, ESA, or DARPAcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #5 · pending · 2027-09-16 — US/Caltech SSPP follow-on commercial demo announcedpre #4 · pending · 2028-03-16 — China Geostationary 10 kW SBSP demonstrationpre #3 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #2 · pending · 2028-09-14 — Second sovereign nation announces independent SBSP programpre #1 · pending · 2029-12-15 — First commercial Dyson-swarm-precursor satellite constellation fundedcascade #1 · pending · 2030-09-15 — China megawatt-scale GEO SBSP demonstrationcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #5 · pending · 2026-09-15 — Starship V3 first orbital Starlink V3 launchpre #4 · pending · 2026-09-15 — 8+ Starship Starlink launches in 2026pre #3 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.pre #2 · pending · 2027-10-01 — SpaceX rideshare/dedicated 3rd-party launch share declines below 15% of Starship cadencepre #1 · pending · 2027-10-01 — Competitor (Amazon Kuiper, Eutelsat) experiences launch-vehicle delay attributed to SpaceX capacity allocationcascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-11-10 — Q1 window check-in (25%)pre #5 · pending · 2026-12-30 — Google Project Suncatcher prototype satellites launch by early 2027pre #4 · pending · 2027-09-20 — Q2 window check-in (50%)pre #3 · pending · 2028-07-01 — Multi-org orbital data center constellation deployments cross 100 satellites combinedpre #2 · pending · 2028-07-29 — Q3 window check-in (75%)pre #1 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)cascade #1 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-11-29 — Tesla solar manufacturing capacity announcement substantiated with permitspre #5 · pending · 2027-06-16 — SpaceX commits public solar manufacturing capacity beyond Starlink supplypre #4 · pending · 2027-12-31 — Scenario fires: 50GW dedicated AI/data center grid by Dec 2027pre #3 · pending · 2028-12-15 — Tesla US solar PV production reaches 10 GW/year run ratepre #2 · pending · 2028-12-31 — Scenario fires: Compute: 10GW total by Dec 2028pre #1 · pending · 2030-03-17 — Tesla and SpaceX reach combined 100 GW/year US solar manufacturing capacitycascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-08-01 — Starship V3 reaches 100+ ton LEO payload demonstrated capacitypre #5 · pending · 2028-03-16 — Starship V3 enters repeatedly-flying cadence (>=10 flights in 12 months)pre #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #3 · pending · 2028-11-14 — First Mars uncrewed Starship transit attempt (2028 transfer window)pre #2 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)pre #1 · pending · 2028-12-31 — First non-NASA private crew booking on Starship lunar/cis-lunar missioncascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-06-28 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.pre #5 · pending · 2026-08-05 — AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprispre #4 · pending · 2026-08-10 — Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labspre #3 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #2 · pending · 2026-09-15 — Amazon Leo crosses 500 satellites in orbitpre #1 · pending · 2026-09-15 — Amazon Leo commercial consumer service launches (mid-2026 target)cascade #1 · pending · 2027-07-02 — Cascade: Starlink + Amazon Leo together hold >85% of LEO broadband subscribers (duopoly)cascade #2 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #3 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #5 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #6 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).pre #6 · hit · 2024-11-01 — Smithsonian + frontier research consensus: Mars colony food likely lab-grown meat / cell-cultured / plant-based, not livpre #5 · pending · 2026-10-22 — Q1 window check-in (25%)pre #4 · pending · 2027-01-30 — SpaceX 2026/27 Mars cargo window — uncrewed Starship Mars cargo attemptpre #3 · pending · 2027-04-16 — Q2 window check-in (50%)pre #2 · pending · 2027-10-08 — Q3 window check-in (75%)pre #1 · pending · 2028-02-15 — International space-law / planetary-protection guidance bans live-animal foodstock transitcascade #1 · pending · 2028-11-30 — SpaceX / NASA 2028/29 expanded launch window — manifest disclosurepre #6 · pending · 2026-07-13 — Q2 window check-in (50%)pre #5 · pending · 2026-08-19 — Q3 window check-in (75%)pre #4 · pending · 2026-08-31 — Census Bureau or Brookings 2026 report on rural-population growth from net-migrationpre #3 · pending · 2026-08-31 — Starlink residential subscriber base crosses 10Mpre #2 · pending · 2026-08-31 — Tesla FSD V14 unsupervised certification in 5+ states / national rolloutpre #1 · pending · 2026-08-31 — Office vacancy / urban CRE distress remains >20% in major US metroscascade #1 · pending · 2027-12-31 — Confirmed reversal: rural growth + urban decline visible in 2027 census revisionscascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-02-02 — Q2 window check-in (50%)pre #5 · pending · 2027-06-16 — Top AI labs (OpenAI, Anthropic, DeepMind) announce reduced power-projection scenariospre #4 · pending · 2027-06-21 — Q3 window check-in (75%)pre #3 · pending · 2027-08-16 — Triplet-superconductor / zero-loss compute breakthrough demonstrated at scalepre #2 · pending · 2027-09-16 — Starcloud / Lockheed Starshield orbital data-center constellation reaches construction milestonepre #1 · pending · 2027-10-16 — Wissner-Gross / Bezos / Musk public revision of moon-disassembly thesiscascade #1 · pending · 2027-12-01 — Fusion or thorium SMR power-density breakthrough commercially announcedpre #2 · hit · 2026-04-07 — SpaceX confidentially files IPO paperwork with SEC (early April 2026)pre #1 · hit · 2026-04-07 — SpaceX targets $1.75T-$2T valuation; $75B raisecascade #1 · pending · 2026-06-08 — SpaceX road show begins June 8, 2026cascade #2 · pending · 2026-06-18 — SpaceX road show will begin in June 2026.cascade #3 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #4 · pending · 2026-08-15 — SpaceX prices and lists shares; first-day open vs offer pricecascade #5 · pending · 2026-09-30 — Largest IPO in history: SpaceX raises >$50Bcascade #6 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #6 · hit · 2026-04-23 — Gemini 3 / Claude Opus 4.7 / GPT-5.5 frontier benchmark releases all within 6 monthspre #5 · hit · 2026-04-29 — SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.pre #4 · hit · 2026-04-29 — V3 Starlink satellites will deliver over 1 TB/s downlink and 200+ Gbps uplink each.pre #3 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).pre #2 · pending · 2026-06-14 — SpaceX (now including xAI) IPO road show begins June 2026pre #1 · pending · 2026-06-18 — SpaceX road show will begin in June 2026.cascade #1 · pending · 2026-07-01 — Moonshots podcast publishes >2 episodes per week through Q3 2026cascade #2 · pending · 2026-08-31 — Public sentiment / media usage of 'singularity' language spikes in 2026cascade #3 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #4 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #5 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #6 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.pre #3 · overdue · 2026-01-30 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-01 — Q2 window check-in (50%)pre #1 · overdue · 2026-03-30 — Q3 window check-in (75%)cascade #1 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #2 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #3 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #4 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #6 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).pre #5 · pending · 2026-06-13 — Q2 window check-in (50%)pre #4 · pending · 2026-07-05 — Q3 window check-in (75%)pre #3 · pending · 2026-07-15 — Moonshots podcast announces house/studio relocation (Airbnb or shared compound)pre #2 · pending · 2026-07-16 — Moonshots podcast publishes longer-format / continuous content episodes (4+ hour OR daily cadence)pre #1 · pending · 2026-07-16 — Co-hosts Salim Ismail and Dave Blundin appear in shared physical setting with Diamandiscascade #1 · pending · 2026-08-15 — Q3 2026 window check-in: continuous-podcast format establishedcascade #2 · pending · 2027-05-02 — Cascade: Other Diamandis ventures (Abundance Summit, A360) shift to shared-compound formatcascade #3 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #4 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #3 · overdue · 2026-01-30 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-01 — Q2 window check-in (50%)pre #1 · overdue · 2026-03-30 — Q3 window check-in (75%)cascade #1 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #2 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #3 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #5 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #6 · pending · 2030-07-31 — China will land on the moon before end of 2030pre #6 · hit · 2026-04-29 — Recursive self-improvement is already happening now (no longer three years out)pre #5 · hit · 2026-04-29 — David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.pre #4 · hit · 2026-04-29 — Pausing AI will fail and only accelerate race dynamics.pre #3 · partial · 2026-05-01 — Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently)pre #2 · overdue · 2026-05-16 — SpaceX Starship V3 first flight testpre #1 · pending · 2026-06-20 — AI will drive an explosion of new religions and AI cults.cascade #1 · pending · 2026-09-15 — Starlink V3 deployment using Starship beginscascade #2 · pending · 2026-12-31 — SpaceX achieves 145 Falcon 9 launches in 2026cascade #3 · pending · 2026-12-31 — Launch-per-hour cadence remains aspirational vs ~1-3 per week realitycascade #4 · pending · 2028-06-23 — Nick Bostrom: AI can and should be paused but only once we're on the verge of super intelligence.cascade #5 · pending · 2029-04-29 — In 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities.cascade #6 · pending · 2033-04-24 — Abundance X-Prize to deliver housing, food, energy, connectivity for $250/month in 6-7 yearspre #6 · pending · 2026-08-10 — Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labspre #5 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #4 · pending · 2028-09-15 — Starship reaches 1 launch per week sustained from any single padpre #3 · pending · 2028-09-30 — FAA or LC-39A approves >100 Starship launches per year licensurepre #2 · pending · 2029-07-01 — Starship V4 with hourly-launch ambition unveiledpre #1 · pending · 2029-12-31 — Aggregate Starship launches exceed 100 in calendar yearcascade #1 · pending · 2030-08-12 — Single launch every 5.3 minutes (274/day) achievedcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-09-15 — Day-one closing market capitalization of SpaceX upon listingpre #5 · pending · 2026-09-24 — Q1 window check-in (25%)pre #4 · pending · 2026-11-30 — Scenario fires: First $1T+ IPO in 2026pre #3 · pending · 2027-01-30 — Post-IPO secondary trading SpaceX market cap holds >=$2T for 30+ consecutive trading dayspre #2 · pending · 2027-02-19 — Q2 window check-in (50%)pre #1 · pending · 2027-07-17 — Q3 window check-in (75%)cascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-03-31 — Google Project Suncatcher launches first 2 prototype TPU satellitespre #5 · pending · 2027-04-11 — Q2 window check-in (50%)pre #4 · pending · 2027-05-02 — Starcloud closes Series B / IPO at $3B+ valuationpre #3 · pending · 2027-08-01 — FCC approves first dedicated orbital-DC license / spectrum allocationpre #2 · pending · 2027-10-01 — Q3 window check-in (75%)pre #1 · pending · 2028-01-30 — First multi-satellite orbital compute cluster (≥10 nodes) demonstratedcascade #1 · pending · 2028-10-31 — MISS confirmation: zero Dyson swarms by Wissner-Gross window endcascade #2 · pending · 2040-07-01 — Self-replicating space manufacturing demo (key Dyson swarm prerequisite)cascade #3 · pending · 2075-07-02 — First partial Dyson swarm satellite launched (single-satellite proof)pre #6 · pending · 2026-06-05 — Q1 window check-in (25%)pre #5 · pending · 2026-07-11 — Q2 window check-in (50%)pre #4 · pending · 2026-07-16 — SpaceX achieves Starship V3 successful orbital flight with booster catchpre #3 · pending · 2026-07-31 — Pad 2 at Starbase Texas comes online enabling higher cadencepre #2 · pending · 2026-08-16 — Q3 window check-in (75%)pre #1 · pending · 2026-08-31 — FAA approves up to 44 Starship-Super Heavy launches annually (already-granted check)cascade #1 · pending · 2026-12-15 — Hyperloop / Boring Company tunnel rail competing project public delay or cancellationcascade #2 · pending · 2027-04-16 — First Starship point-to-point demonstration mission announcement (cargo only)pre #6 · pending · 2027-05-01 — Long March 10 first uncrewed orbital flight testpre #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #4 · pending · 2027-07-02 — Lanyue lander integrated landing/takeoff test completedpre #3 · pending · 2029-03-17 — Robotic Mengzhou-Lanyue uncrewed lunar dress rehearsalpre #2 · pending · 2029-09-30 — China names two-astronaut crew for lunar missionpre #1 · pending · 2030-07-16 — Crewed Mengzhou launch on Long March 10 toward Mooncascade #1 · pending · 2031-05-02 — If landing succeeds: ILRS basic-station construction roadmap activatedcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #5 · pending · 2027-07-02 — SpaceX uncrewed Starship lunar landing demonstration (HLS rehearsal)pre #4 · pending · 2027-12-15 — Artemis III lunar-orbit rendezvous test (no crewed landing) revised mission profilepre #3 · pending · 2028-08-20 — Artemis IV crewed lunar landing (first since Apollo) launchespre #2 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)pre #1 · pending · 2029-03-17 — First sustained 2-person lunar surface stay >=14 dayscascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-06-28 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.pre #5 · pending · 2027-05-02 — First commercial orbital data center on-orbit and operational (Lumen Orbit prototype)pre #4 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #3 · pending · 2028-01-01 — SpaceX Starthink AI V1 70-140 kW satellites launchedpre #2 · pending · 2029-07-01 — Rocket equation barrier (mass-to-orbit cost) limits compute density rationalitypre #1 · pending · 2030-03-17 — Space-based solar power demonstration delivers >=1 MW to terrestrial gridcascade #1 · pending · 2031-03-17 — Orbital compute capacity exceeds 100 MW aggregatecascade #2 · pending · 2033-03-16 — First gigawatt-scale orbital constellation operational (Dyson swarm phase 1)cascade #3 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #4 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · hit · 2026-04-01 — SpaceX files confidential S-1 with SEC at $2T target valuationpre #5 · overdue · 2026-04-26 — SpaceX 2025 revenue confirms $15.6B baselinepre #4 · overdue · 2026-05-14 — Q3 window check-in (75%)pre #3 · overdue · 2026-05-18 — SpaceX S-1 prospectus made publicpre #2 · pending · 2026-06-11 — SpaceX IPO roadshow begins week of June 8, 2026pre #1 · pending · 2026-06-24 — SpaceX prices IPO and begins tradingcascade #1 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.cascade #2 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #3 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #5 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #6 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · overdue · 2026-02-25 — Q1 window check-in (25%)pre #5 · hit · 2026-03-24 — Starlink crosses 10M subscribers, tracking $20B revenue in 2026pre #4 · hit · 2026-04-01 — SpaceX confidentially files for IPO at $2T+ valuationpre #3 · overdue · 2026-04-21 — Q2 window check-in (50%)pre #2 · overdue · 2026-05-17 — Starlink monthly net additions reach 1.5M users (2x 2025 pace)pre #1 · pending · 2026-06-15 — Q3 window check-in (75%)cascade #1 · pending · 2027-04-01 — Starlink EBITDA margins exceed 60% confirming profitability scalecascade #2 · pending · 2027-04-16 — SpaceX 2026 total revenue lands $22-30B range (above doubling)cascade #3 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #5 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #6 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).pre #4 · overdue · 2026-02-05 — Q1 window check-in (25%)pre #3 · overdue · 2026-03-12 — Q2 window check-in (50%)pre #2 · hit · 2026-04-01 — SpaceX confidentially files draft S-1 with SECpre #1 · overdue · 2026-04-16 — Q3 window check-in (75%)cascade #1 · pending · 2026-06-11 — SpaceX roadshow begins week of June 8, 2026cascade #2 · pending · 2026-07-08 — SpaceX IPO prices in $1.75T-$2T rangecascade #3 · pending · 2026-09-15 — Starlink subscriber count crosses 12Mcascade #4 · pending · 2027-01-30 — SpaceX market cap crosses $3T post-IPOcascade #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #6 · hit · 2026-04-01 — SpaceX confidentially files S-1 with SECpre #5 · hit · 2026-04-25 — Polymarket SpaceX June IPO odds >=60%pre #4 · overdue · 2026-05-08 — SpaceX public S-1 filing in late April / May 2026pre #3 · hit · 2026-04-25 — ARK Invest SpaceX IPO Guide published with $1.75T+ valuation frameworkpre #2 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).pre #1 · pending · 2026-06-15 — SpaceX road show begins in June 2026 (10-14 day institutional pitch)cascade #1 · pending · 2026-06-21 — State data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.cascade #2 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #3 · pending · 2026-07-23 — SpaceX IPO prices and lists on Nasdaqcascade #4 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #5 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #6 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.pre #6 · hit · 2026-01-16 — Tesla $2B investment in xAI as Master Plan IV vehiclepre #5 · hit · 2026-01-29 — Bloomberg/Reuters reports Musk weighing SpaceX-Tesla-xAI mega-mergerpre #4 · overdue · 2026-01-31 — Q1 window check-in (25%)pre #3 · hit · 2026-02-03 — SpaceX-xAI merger closed at $1.25T combined valuationpre #2 · overdue · 2026-03-02 — Q2 window check-in (50%)pre #1 · overdue · 2026-04-01 — Q3 window check-in (75%)cascade #1 · hit · 2026-05-01 — $573M+ web of related-party transactions disclosed in Tesla 10-Kcascade #2 · pending · 2026-11-14 — Tesla-SpaceX or Tesla-xAI formal merger agreement signedcascade #3 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #4 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #5 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #6 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.pre #6 · pending · 2027-03-01 — Tesla quarterly earnings demonstrate continued financial health (positive FCF, no covenant breaches)pre #5 · pending · 2027-03-17 — Dan Ives or other major analyst publicly retracts the '80-90% chance SpaceX-Tesla merger by H1 2027' callpre #4 · pending · 2027-05-02 — SpaceX post-IPO operating performance solid (Starlink revenue, Starship cadence)pre #3 · pending · 2027-06-30 — End of H1 2027 reached without a Definitive Merger Agreement filed with SECpre #2 · pending · 2027-07-22 — Q3 window check-in (75%)pre #1 · pending · 2027-08-01 — If merger occurs, accompanying disclosure cites distress or capital need (validating conditional)cascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshippre #5 · pending · 2029-06-08 — Dyson swarm launchers will not be a SpaceX singleton; many orgs will launch their own.pre #4 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.pre #3 · pending · 2029-07-01 — Tesla-SpaceX-xAI combined entity (or aggregate cap-table) reaches $10Tpre #2 · pending · 2029-11-08 — Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of pre #1 · pending · 2030-03-12 — Tesla, SpaceX, or xAI individually crosses $5T market capcascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-06-28 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.pre #5 · pending · 2026-07-31 — RS-25 engines ship from Stennis to KSC for Artemis III core stage integrationpre #4 · pending · 2026-08-09 — SpaceX 2026 revenue will double to $20 billion (from $16B in 2025).pre #3 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #2 · pending · 2026-12-15 — Artemis III SLS core stage fully integrated in VABpre #1 · pending · 2027-05-17 — Starship HLS or Blue Moon flight-ready demonstrator on orbitcascade #1 · pending · 2027-09-15 — Artemis 3 launches in 2027 target windowcascade #2 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #3 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #4 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #5 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #6 · pending · 2030-07-05 — Dyson swarm compute infrastructure will be realized in a few yearspre #6 · pending · 2026-08-09 — SpaceX 2026 revenue will double to $20 billion (from $16B in 2025).pre #5 · pending · 2026-08-16 — NASA Artemis II crewed mission completes lunar flybypre #4 · pending · 2026-12-15 — SpaceX Starship HLS or Blue Origin Blue Moon completes uncrewed lunar landing demonstrationpre #3 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.pre #2 · pending · 2027-06-16 — Lunar Gateway PPE/HALO modules launched and operationalpre #1 · pending · 2028-07-01 — Artemis IV crewed launch occurscascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #5 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · overdue · 2026-04-30 — Starship V3 inaugural flightpre #5 · pending · 2026-06-11 — Q1 window check-in (25%)pre #4 · pending · 2026-07-23 — Q2 window check-in (50%)pre #3 · pending · 2026-08-31 — Public confirmation of skipped 2026 Mars windowpre #2 · pending · 2026-09-03 — Q3 window check-in (75%)pre #1 · pending · 2026-09-15 — Full-scale Starship-to-Starship orbital refueling demonstration attemptedcascade #1 · pending · 2026-10-31 — Artemis HLS lunar lander schedule slip announcementcascade #2 · pending · 2026-11-30 — Updated Mars timeline pushes uncrewed mission to 2028-29 windowpre #4 · hit · 2026-02-09 — Musk publicly delays Starship Mars launch beyond 2026 transfer windowpre #3 · overdue · 2026-02-21 — Q1 window check-in (25%)pre #2 · overdue · 2026-04-13 — Q2 window check-in (50%)pre #1 · pending · 2026-06-03 — Q3 window check-in (75%)cascade #1 · pending · 2026-07-31 — Cumulative orbital propellant transfer of >=100 metric tons demonstrated in single Starship testcascade #2 · pending · 2026-09-15 — First Starship Block 3 successful flight test (Mars-capable variant)cascade #3 · pending · 2026-11-30 — November 2026 Earth-Mars transfer window closes without Starship launchcascade #4 · pending · 2027-03-17 — Cascade: SpaceX shifts focus to Artemis 3 lunar mission as primary near-term Starship deploymentcascade #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #5 · pending · 2028-09-30 — Mengzhou crewed spacecraft uncrewed flight test in lunar transfer orbitpre #4 · pending · 2029-03-17 — Full uncrewed Mengzhou-Lanyue lunar dress rehearsal missionpre #3 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshippre #2 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.pre #1 · pending · 2029-12-15 — Two LM-10 launches within 6 weeks (crew + lander) demonstrating dual-launch cadencecascade #1 · pending · 2031-04-16 — If landing succeeds: China publishes ILRS construction plan for 2031-2035 phasecascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-01-30 — Blue Moon Mk1 robotic lunar lander successful landing on Moon's south polepre #5 · pending · 2027-03-12 — Q2 window check-in (50%)pre #4 · pending · 2027-03-17 — Blue Origin wins or solidifies NASA HLS / Artemis lunar contract continuationpre #3 · pending · 2027-08-17 — Q3 window check-in (75%)pre #2 · pending · 2027-12-16 — Industry analyst (Payload, ArsTechnica, SpaceNews) declares Blue Origin first-tier moon-mission competitorpre #1 · pending · 2028-01-01 — Blue Origin launches >=8 New Glenn missions in calendar yearcascade #1 · pending · 2029-06-15 — Cascade: Blue Origin Mk2 crewed Blue Moon vehicle ready for Artemis-class missionpre #6 · hit · 2026-04-14 — Apple announces Amazon Globalstar / Project Kuiper as iPhone satellite vendorpre #5 · pending · 2026-11-28 — Q2 window check-in (50%)pre #4 · pending · 2027-05-12 — Q3 window check-in (75%)pre #3 · pending · 2027-08-01 — Apple satellite revenue line item appears separately in 10-Qpre #2 · pending · 2027-08-16 — iPhone formally adds SpaceX Starlink as second-vendor optionpre #1 · pending · 2027-09-16 — Direct-to-device satellite cellular displaces terrestrial backup for emergency / SOScascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #1 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-31 — China will land on the moon before end of 2030cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #6 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-09-11 — Q1 window check-in (25%)pre #5 · pending · 2027-01-30 — First operational V3 Starlink batch on Starshippre #4 · pending · 2027-05-23 — Q2 window check-in (50%)pre #3 · pending · 2028-01-31 — Q3 window check-in (75%)pre #2 · pending · 2028-03-16 — Starship reaches sustained 3-launches-per-week cadencepre #1 · pending · 2028-09-14 — Cumulative V3 Starlink deployment crosses 5,000 satellitescascade #1 · pending · 2029-03-01 — 40,000 V3 Starlink constellation reaches operational statuscascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #6 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #1 · pending · 2026-06-21 — State data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.cascade #2 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #3 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #5 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #6 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).pre #4 · hit · 2026-01-30 — SpaceX FCC filing for up to 1M orbital data-center satellitespre #3 · hit · 2026-04-29 — SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.pre #2 · hit · 2026-04-29 — V3 Starlink satellites will deliver over 1 TB/s downlink and 200+ Gbps uplink each.pre #1 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).cascade #1 · pending · 2026-12-15 — US state passes new data-center moratorium / restrictive permittingcascade #2 · pending · 2027-05-02 — FCC grants partial authorization for orbital data-center constellationcascade #3 · pending · 2027-05-02 — First commercial orbital data-center customer contract announcedcascade #4 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #5 · pending · 2028-03-16 — Cumulative LEO/SSO compute capacity exceeds 1 MW across constellationscascade #6 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.pre #6 · hit · 2026-04-12 — Maine data center moratorium passes legislature, vetoed by governorpre #5 · hit · 2026-04-29 — SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.pre #4 · hit · 2026-04-29 — V3 Starlink satellites will deliver over 1 TB/s downlink and 200+ Gbps uplink each.pre #3 · hit · 2026-04-14 — 11+ states introduce data center moratorium bills in 2026pre #2 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).pre #1 · pending · 2026-06-18 — SpaceX road show will begin in June 2026.cascade #1 · pending · 2026-09-15 — Local moratoriums spread across municipalitiescascade #2 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #3 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #4 · pending · 2028-12-31 — First operational Dyson swarm prototype or megastructure democascade #5 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #6 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.pre #6 · miss · 2026-04-29 — Maine House sustains Mills' veto — moratorium dies; thesis premise (statewide moratorium gives time) invalidatedpre #5 · hit · 2026-04-29 — Maine Data Center Advisory Council established by EO (replaces moratorium pathway)pre #4 · pending · 2026-08-01 — Q2 window check-in (50%)pre #3 · pending · 2026-11-15 — Q3 window check-in (75%)pre #2 · pending · 2026-11-15 — SpaceX Starcloud-2 launch with multi-GPU (Blackwell) orbital compute payloadpre #1 · pending · 2027-01-15 — Other state passes data-center moratorium or significant siting restriction (substitution test)cascade #1 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2027-05-02 — NASA Commercial LEO Destinations Phase 2 awards finalized — AI required as evaluated capabilitypre #5 · pending · 2027-05-17 — Vast Haven-1 single-module station launches with onboard AI life-support / health diagnosticspre #4 · pending · 2027-10-01 — Axiom Station first module launches and integrates with ISS (precursor to free-flyer)pre #3 · pending · 2028-06-06 — Q2 window check-in (50%)pre #2 · pending · 2029-08-23 — Q3 window check-in (75%)pre #1 · pending · 2029-09-15 — Resident-AI system officially declared 'mission-critical' on commercial station operations dashboardpre #6 · hit · 2025-08-15 — Varda Series C ($187M) closes — capital for commercial scalepre #5 · overdue · 2026-02-19 — Q1 window check-in (25%)pre #4 · overdue · 2026-04-10 — Q2 window check-in (50%)pre #3 · hit · 2026-04-30 — Varda W-4 mission in orbit; W-5 expected before end of yearpre #2 · overdue · 2026-05-29 — Q3 window check-in (75%)pre #1 · pending · 2026-07-01 — Varda begins biologics (monoclonal antibody) crystallization programcascade #1 · pending · 2026-07-31 — First commercial pharma drug returned from microgravity demonstrably superiorcascade #2 · pending · 2027-05-02 — FDA / partner announces clinical pathway for orbital-manufactured pharmapre #4 · hit · 2026-02-09 — Musk announces Mars 2026 mission deprioritized, delayed 5-7 yearspre #3 · overdue · 2026-02-26 — Q1 window check-in (25%)pre #2 · overdue · 2026-04-23 — Q2 window check-in (50%)pre #1 · pending · 2026-06-18 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-15 — Starship orbital refueling demonstration completedcascade #2 · pending · 2026-12-31 — 2026 Mars transfer window (Nov-Dec 2026) closes with zero Starship launchescascade #3 · pending · 2026-12-31 — SpaceX Starship cumulative successful test flights reach 15+ by end of 2026cascade #4 · pending · 2027-05-02 — Next viable Mars window targeted by SpaceX shifts to 2028/29pre #6 · overdue · 2026-03-07 — Q1 window check-in (25%)pre #5 · hit · 2026-03-26 — Gwynne Shotwell publicly states 140-145 Falcon 9 launches target for 2026pre #4 · hit · 2026-03-26 — Artemis IV Moon mission targeting 2028 confirmed by Shotwellpre #3 · overdue · 2026-05-12 — Q2 window check-in (50%)pre #2 · pending · 2026-06-30 — SpaceX Falcon 9 H1 2026 launch cadence on track for 70+ launches by mid-yearpre #1 · pending · 2026-07-17 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-01 — SpaceX achieves 140 Falcon 9 launches by year-end 2026cascade #2 · pending · 2027-06-16 — Starship operational for AI satellite mass deployment by 2027pre #6 · pending · 2026-11-14 — First orbital compute demonstrator launch (Starcloud or SpaceX prototype)pre #5 · pending · 2027-02-01 — Q1 window check-in (25%)pre #4 · pending · 2027-08-01 — FCC issues partial / waiver authorization for SpaceX orbital data center systempre #3 · pending · 2027-09-16 — Rival hyperscaler files for or announces orbital compute system (Google / AWS / Microsoft)pre #2 · pending · 2028-03-04 — Q2 window check-in (50%)pre #1 · pending · 2029-04-05 — Q3 window check-in (75%)cascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-07-12 — Q1 window check-in (25%)pre #5 · pending · 2026-12-15 — Blue Moon MK1 cargo soft-lands near Shackleton Craterpre #4 · pending · 2027-01-21 — Q2 window check-in (50%)pre #3 · pending · 2027-08-02 — Q3 window check-in (75%)pre #2 · pending · 2027-08-31 — Blue Origin lands Shackleton cargo BEFORE SpaceX (Diamandis prediction holds)pre #1 · pending · 2027-12-16 — SpaceX Starship lunar lander HLS demo flight (Artemis III prep)cascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-11-30 — Scenario fires: First $1T+ IPO in 2026pre #5 · pending · 2027-01-23 — Q2 window check-in (50%)pre #4 · pending · 2027-02-14 — Starlink 2026 revenue exceeds $20Bpre #3 · pending · 2027-08-01 — Starship V3 / orbital refueling demonstrated (2/3 valuation pillar)pre #2 · pending · 2027-08-05 — Q3 window check-in (75%)pre #1 · pending · 2027-09-30 — Scenario fires: First $1T+ IPO in 2027pre #6 · hit · 2026-04-13 — ≥24 of Space 60 constituents return >100% over trailing 12 monthspre #5 · pending · 2026-10-12 — Q1 window check-in (25%)pre #4 · pending · 2027-01-14 — First Morgan Stanley Space 60 rebalance / constituent change publicationpre #3 · pending · 2027-07-24 — Q2 window check-in (50%)pre #2 · pending · 2028-05-04 — Q3 window check-in (75%)pre #1 · pending · 2028-10-30 — Aggregate Space 60 market cap doubles vs April-2026 baselinepre #3 · overdue · 2025-05-01 — Q1 window check-in (25%)pre #2 · overdue · 2025-08-30 — Q2 window check-in (50%)pre #1 · overdue · 2025-12-29 — Q3 window check-in (75%)pre #3 · overdue · 2026-01-30 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-01 — Q2 window check-in (50%)pre #1 · overdue · 2026-03-30 — Q3 window check-in (75%)pre #3 · overdue · 2010-05-02 — Q1 window check-in (25%)pre #2 · overdue · 2015-08-31 — Q2 window check-in (50%)pre #1 · overdue · 2020-12-29 — Q3 window check-in (75%)pre #6 · pending · 2026-08-30 — SpaceX Starship V3 reaches stable Earth orbit (precondition for tanker demo)pre #5 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #4 · pending · 2026-12-30 — First two-Starship orbital propellant transfer demonstration: target + chaser dockingpre #3 · pending · 2027-03-05 — Q1 window check-in (25%)pre #2 · pending · 2027-05-08 — Q2 window check-in (50%)pre #1 · pending · 2027-07-10 — Q3 window check-in (75%)cascade #1 · pending · 2028-01-01 — Multi-tanker depot architecture demonstrated (≥3 sequential propellant fills)cascade #2 · pending · 2028-03-16 — NASA Artemis HLS depot operations declared 'mission-ready' (10-tanker architecture)pre #3 · overdue · 2026-01-30 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-01 — Q2 window check-in (50%)pre #1 · overdue · 2026-03-30 — Q3 window check-in (75%)pre #6 · pending · 2027-03-17 — First inter-operator autonomous collision-avoidance handshake protocol publishedpre #5 · pending · 2027-03-17 — Operational LEO satellite count crosses 12,000pre #4 · pending · 2027-10-05 — Q2 window check-in (50%)pre #3 · pending · 2027-12-16 — First AI-flagged pre-failure satellite hardware anomaly publicly disclosedpre #2 · pending · 2028-08-21 — Q3 window check-in (75%)pre #1 · pending · 2029-03-16 — Major collision event triggers regulatory mandate for autonomous CApre #6 · hit · 2026-04-13 — Planet announces Owl constellation with NVIDIA GPUs onboard for AI tip-and-cuepre #5 · pending · 2026-11-12 — Q1 window check-in (25%)pre #4 · pending · 2027-03-17 — First commercial EO constellation announces 'downlink only insights' policypre #3 · pending · 2027-09-23 — Q2 window check-in (50%)pre #2 · pending · 2028-08-03 — Q3 window check-in (75%)pre #1 · pending · 2029-03-01 — Major EO customer (defense or commercial) signs >$100M contract for insight-only productpre #6 · hit · 2026-03-15 — Defense Industrial Base Consortium issues critical-minerals RFPpre #5 · pending · 2026-10-05 — Q1 window check-in (25%)pre #4 · pending · 2027-03-17 — Pentagon expands DPA Title III investments to ≥2 of (Almonty, Freeport, Alcoa, Teck)pre #3 · pending · 2027-07-10 — Q2 window check-in (50%)pre #2 · pending · 2027-11-01 — Major launch provider (SpaceX/BO/RL) signs critical-mineral supplier agreementpre #1 · pending · 2028-04-12 — Q3 window check-in (75%)cascade #1 · pending · 2029-03-17 — MP Materials 10X Facility commissionedpre #6 · overdue · 2026-05-17 — Terran R first-stage Aeon R engine static-fire tests completepre #5 · pending · 2026-08-25 — Q1 window check-in (25%)pre #4 · pending · 2027-01-30 — Terran R maiden orbital launch attemptpre #3 · pending · 2027-04-18 — Q2 window check-in (50%)pre #2 · pending · 2027-11-01 — Relativity demonstrates AI/ML+robotics print-rate or part-count milestonepre #1 · pending · 2027-12-10 — Q3 window check-in (75%)pre #6 · pending · 2027-09-30 — Scenario fires: AGI fast: drop-in remote worker by 2027-09pre #5 · pending · 2027-10-16 — Q2 window check-in (50%)pre #4 · pending · 2028-09-06 — Q3 window check-in (75%)pre #3 · pending · 2028-09-15 — First $1B+ valuation for autonomous-agent-only aerospace companypre #2 · pending · 2029-03-31 — Scenario fires: AGI mid: Kurzweil 2029 pathpre #1 · pending · 2029-06-01 — Trillion-dollar AI agent economy reaches measurable thresholdpre #3 · overdue · 2012-07-31 — Q1 window check-in (25%)pre #2 · overdue · 2017-02-28 — Q2 window check-in (50%)pre #1 · overdue · 2021-09-28 — Q3 window check-in (75%)target window end · today (amber dashed) · ✓/✗/◐ history strip = past resolutions · ghost arrows = evidence shift
64 plotted · click any dot for detail

Top movers

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

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.