Timeline Fan

28 of 28 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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Top predictors
AllAlex Wissner-Gross (231)Dave Blundin (165)Peter Diamandis (160)Dara Khosrowshahi (89)Elon Musk (69)Eric Schmidt (68)Brett Adcock (51)Salim Ismail (49)Ben Lamm (47)Morgan Stanley (42)Andrew Yang (35)Alex Finn (28)Jensen Huang (27)Leopold Aschenbrenner (23)Ben Horowitz (22)
0255075100history230_014 resolved hit on 2026-04-29 — The consulting industry will go through the roof as consultants leverage AI to automate/improve exis✓238_010 resolved hit on 2026-04-29 — AI takeoff/inflection is happening now✓240_027 resolved hit on 2026-04-29 — SpaceX and xAI will merge and go public in the next couple of months✓AI_023 resolved hit on 2026-04-29 — Inside Uber, 90% of software engineers currently rely on AI, and executive teams rehearse high-stake✓238_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 (2023-20✓AI_005 resolved hit on 2026-04-29 — Current frontier models suffer from 'jagged intelligence' — excelling at international mathematics o✓240_001 resolved hit on 2026-04-29 — NVIDIA to reach at least $1 trillion in bookings/revenue through 2027✓FUT_024 resolved hit on 2026-04-29 — XPT 2022 tournament assigned mere 2.3% probability to AI achieving gold-medal performance in Interna✓AUT_003 resolved hit on 2026-04-29 — 'Vibe coding' — the full delegation of syntactic code generation to autonomous models, with human en✓242_057 resolved hit on 2026-04-30 — Artemis 2 launches April 1, 2026 - circumlunar mission✓244_019 resolved hit on 2026-04-29 — Peter's son won't need a driver's license in 2 years✓241_004 resolved hit on 2026-04-29 — AI progress is not stoppable or controllable by any government, individual, or corporation✓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 planne✓IND_021 resolved hit on 2026-04-29 — February 2026 realized forecast: AI automation capabilities necessitated severe operational restruct✓SEM_048 resolved hit on 2026-04-30 — OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support S✓SPC_008 resolved hit on 2026-04-29 — SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary mil✓SPC_025 resolved hit on 2026-04-29 — Critical misalignment in the AI industry: approximately 300 AI capabilities researchers for every on✓232_021 resolved hit on 2026-04-29 — No chance AI will be paused in the next three years given current administration and China competiti✓241_006 resolved hit on 2026-04-29 — Everyone is out of hardware and electricity due to AI boom✓AUT_019 resolved hit on 2026-04-29 — Weil's April 2026 exit from OpenAI VP of Science signals critical juncture — as AI transitions from ✓234_012 resolved hit on 2026-04-29 — Anthropic revenue will cross OpenAI revenue in middle of 2026✓242_015 resolved hit on 2026-04-29 — Full autonomy achieved within 2 years before Salim's son gets driver's license✓233_020 resolved hit on 2026-04-29 — Texas Sports Academy will operate at $300/month per parent using Texas billion-dollar voucher progra✓CMQ_043 resolved hit on 2026-04-29 — In complex Agentic AI workloads, CPU-side processing accounts for 50-90% of end-to-end latency — val✓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_042 resolved hit on 2026-04-29 — Professional Robotics League first US match on April 19, 2026 in Boston✓AUT_017 resolved hit on 2026-04-29 — Defining 2023-2026 shift: maturation of 'Agentic AI' via heavy fine-tuning of pre-trained LLMs using✓IND_013 resolved hit on 2026-04-29 — General intelligence requires systems capable of solving tasks across multidimensional continuous do✓AI_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-la✓AI_010 resolved hit on 2026-04-29 — The 2026 development landscape has entered the 'Slopacolypse' — AI writes the vast majority of new c✓CYB_018 resolved hit on 2026-04-29 — Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — ba✓247_058 resolved hit on 2026-04-29 — Jury selection begins April 27, 2026 for Musk v OpenAI trial✓235_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 UAE✓CYB_026 resolved hit on 2026-04-29 — The initial assumption that the United States can maintain a durable long-term 'moat' based purely o✓246_047 resolved hit on 2026-04-29 — Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.✓FUT_003 resolved hit on 2026-04-29 — Superforecaster consensus assigns 0.38% probability to AI-driven human extinction by 2100 vs domain-✓ROB_006 resolved hit on 2026-04-29 — 'English is the hottest new programming language' — natural language becomes the dominant programmin✓ROB_012 resolved hit on 2026-04-29 — The ultimate bottleneck for global robotics deployment is NOT software architecture but physical GPU✓INF_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 eva✓INF_033 resolved hit on 2026-04-29 — Technology conglomerates have mobilized unprecedented political capital to ensure AI-friendly regula✓SEM_039 resolved hit on 2026-04-29 — Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator f✓SEM_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 n✓229_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 to✓235_038 resolved hit on 2026-04-29 — David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.✓SEM_011 resolved hit on 2026-04-30 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanc✓SEM_014 resolved hit on 2026-04-30 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil f✓237_028 resolved hit on 2026-04-29 — Abundance Summit will live-stream Eric Schmidt, Uber CEO Dara Khosrowshahi, and a WTF Moonshot podca✓238_072 resolved hit on 2026-04-29 — Small-to-large model scaling time has collapsed from 6-12 months to 6 days✓232_014 resolved hit on 2026-04-29 — Recursive self-improvement is already here, not 12 months away.✓241_052 resolved hit on 2026-04-29 — Standard AI data centers being built at 400 MW scale, half-mile long✓245_025 resolved hit on 2026-04-29 — Colossal gene editing efficiency has risen from 15% industry / 40% internal to 90% at hundreds of ed✓SPC_014 resolved hit on 2026-04-29 — Starlink constitutes 65% of all active satellites globally by 2026 — making LEO operational manageme✓248_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 200✓229_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 re✓CYB_009 resolved hit on 2026-04-29 — Hardware-software alignment will force widespread foundational-codebase rewrites — exemplified by Mi✓CYB_029 resolved hit on 2026-04-29 — Corporate API providers will increasingly restrict third-party agent harnesses (exemplified by Anthr✓SEM_029 resolved hit on 2026-04-29 — Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate✓INF_049 resolved hit on 2026-04-29 — Modern AI data centers are no longer server farms but "gigawatt factories"; energy — not silicon sup✓INF_065 resolved hit on 2026-04-29 — Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailor✓SEM_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 deploying✓SEM_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 revenu✓SPC_006 resolved hit on 2026-04-29 — Starlink exceeded 10 million active global subscribers by February 2026, generating estimated annual✓231_002 resolved miss on 2026-04-29 — Grok 5 launches in March with massive expansion in training set, parameters, and capability.✗231_018 resolved miss on 2026-04-29 — Blitz will switch to next generation model in late March 2026.✗235_008 resolved miss on 2026-04-29 — Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.✗244_020 resolved partial on 2026-05-01 — Need for driver's licenses is going to collapse over the next few years◐239_033 resolved partial on 2026-05-21 — Optimus 3 will be by far the most advanced robot in the world◐INF_058 resolved partial on 2026-05-01 — The electrical grid topology will transition from centralized to highly decentralized: localized sol◐232_003 resolved partial on 2026-05-10 — AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless compani◐236_033 resolved partial on 2026-05-17 — Pie will grow very quickly as AI does work of millions of humans in hours◐SEM_041 resolved partial on 2026-05-17 — At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity ad◐AI_028 resolved partial on 2026-05-01 — Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by Dorsey◐238_020 resolved partial on 2026-05-01 — Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem immi◐231_031 resolved partial on 2026-05-10 — OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.◐CMQ_036 resolved partial on 2026-12-31 — SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + ◐246_001 resolved partial on 2026-09-30 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.◐AI_021 resolved partial on 2026-05-03 — The 2026-2027 window is the 'Great Disemboweling' of white-collar employment — millions of mid-caree◐246_008 resolved partial on 2026-05-01 — Elon Musk will merge SpaceX and XAI (with Tesla) within a year (Peter's view).◐247_023 resolved partial on 2026-05-17 — AI will be able to do everything a white collar worker does imminently◐245_008 resolved partial on 2026-05-24 — More direwolves will be produced after initial Romulus and Remus◐INF_005 resolved partial on 2026-05-01 — Skilled trade labor (welders, HVAC, electricians, plumbers, heavy-equipment operators, network techn◐INF_029 resolved partial on 2026-05-03 — Enterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporat◐246_005 resolved partial on 2026-05-10 — OpenAI and Anthropic IPOs will head toward $1 trillion valuations.◐INF_036 resolved partial on 2026-05-01 — AI will develop a 'kinetic' edge where capital assets (drones, autonomous vehicles, agricultural rob◐SEM_049 resolved partial on 2026-05-24 — AI will soon fully automate software engineering, achieving massive cost reductions via iterative se◐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 primar◐INF_004 resolved partial on 2026-05-17 — China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty await◐SEM_033 resolved partial on 2026-05-10 — AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro pr◐INF_060 resolved partial on 2026-05-10 — Three new battery chemistries beyond lithium-ion will commercialize in 2026 — signaling a definitive◐SEM_002 resolved partial on 2026-05-21 — By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven ◐SEM_022 resolved partial on 2026-05-01 — FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed na◐SEM_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 u◐SEM_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, fast◐SEM_040 resolved partial on 2026-05-03 — Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10◐SEM_045 resolved partial on 2026-05-03 — Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forci◐CYB_003 resolved partial on 2026-05-17 — Localized, ungoverned multi-agent networks will spontaneously generate their own social networks, go◐INF_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 oversight◐INF_030 resolved partial on 2026-05-01 — By 2026, generative AI will democratize analytical and operational capabilities previously exclusive◐SEM_006 resolved partial on 2025-12-31 — OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition a◐Jan 2026FebMarAprMayJunJulAugSepOctNovDecJan 2027FebMarAprMayJunJulAugSepOctNovDecJan 2028FebMarAprMayJunJulAugSepOctNovDecJan 2029FebMarAprMayJunJulAugSepOctNovDecJan 2030FebMarAprMayJunJulAugSepOctNovDecJan 2031FebMarAprMayJuntodaypre #6 · pending · 2027-07-02 — $1.5T AI-financing gap drives credit-market issuance surgepre #5 · pending · 2027-09-16 — AI early-adopter cash-flow margins ≥2x global averagepre #4 · pending · 2028-02-22 — Q1 window check-in (25%)pre #3 · pending · 2028-04-14 — Q2 window check-in (50%)pre #2 · pending · 2028-06-05 — Q3 window check-in (75%)pre #1 · pending · 2028-07-01 — Annual data-center capex crosses $900B by 2028pre #6 · overdue · 2026-02-03 — Q1 window check-in (25%)pre #5 · hit · 2026-02-15 — JPMorgan / Citi / UBS publish bullish copper Q2 2026 calls ≥$12,000/tpre #4 · overdue · 2026-03-09 — Q2 window check-in (50%)pre #3 · hit · 2026-03-15 — Copper futures cross $5/lb (LME ~$11,000/t)pre #2 · overdue · 2026-04-11 — Q3 window check-in (75%)pre #1 · overdue · 2026-05-08 — BHP/Freeport/Antofagasta Q1 2026 production beats consensus (constrained supply)cascade #1 · pending · 2026-08-16 — Copper futures cross $13,000/t (peak supercycle scenario)cascade #2 · pending · 2026-08-16 — Major mining stock outperforms S&P 500 by ≥30% YTDpre #6 · overdue · 2024-09-27 — Q1 window check-in (25%)pre #5 · overdue · 2025-06-25 — Q2 window check-in (50%)pre #4 · hit · 2026-01-31 — Hyperscaler 2026 capex consensus crosses $600B (above 0.5 OOM/yr trajectory)pre #3 · overdue · 2026-03-22 — Q3 window check-in (75%)pre #2 · hit · 2026-04-25 — Hyperscaler 2026 capex revised upward to $720-750Bpre #1 · pending · 2026-09-15 — First 1 GW single-cluster training facility operationalcascade #1 · pending · 2026-12-31 — Aggregate FLOPS deployed crosses prior-year level by ~3xcascade #2 · pending · 2027-03-01 — 2027 hyperscaler capex guidance >=$900B (extends 0.5 OOM/yr through 2027)pre #3 · overdue · 2026-03-09 — Q1 window check-in (25%)pre #2 · overdue · 2026-05-16 — Q2 window check-in (50%)pre #1 · pending · 2026-07-23 — Q3 window check-in (75%)pre #3 · overdue · 2026-03-08 — Q1 window check-in (25%)pre #2 · overdue · 2026-05-13 — Q2 window check-in (50%)pre #1 · pending · 2026-07-18 — Q3 window check-in (75%)pre #6 · pending · 2026-09-30 — Vera Rubin Superchip generally availablepre #5 · pending · 2026-11-01 — Q1 window check-in (25%)pre #4 · pending · 2026-12-02 — Q2 window check-in (50%)pre #3 · pending · 2026-12-15 — NVIDIA Manassas GW research center reaches first-lightpre #2 · pending · 2026-12-31 — First named hyperscaler announces 1 GW Rubin cluster contractpre #1 · pending · 2027-01-02 — Q3 window check-in (75%)cascade #1 · pending · 2027-02-14 — First 1 GW Rubin cluster powered on / training run beginscascade #2 · pending · 2027-09-30 — Rubin Ultra ships in 2H 2027 (cascade event indicating GW-scale market maturation)pre #6 · pending · 2028-01-01 — AMD data-center server share crosses 50% (vs 40% in 2025)pre #5 · pending · 2028-03-16 — Total data-center CPU TAM crosses $50B annual run-ratepre #4 · pending · 2028-09-15 — Cascade: ARM (Ampere/Nvidia Vera/AWS Graviton) crosses 25% server CPU sharepre #3 · pending · 2030-03-12 — Q1 window check-in (25%)pre #2 · pending · 2030-05-22 — Q2 window check-in (50%)pre #1 · pending · 2030-07-31 — Q3 window check-in (75%)pre #6 · hit · 2026-04-30 — IEA forecasts solar share crosses 15% by 2030 reaffirmedpre #5 · pending · 2027-02-14 — Q1 window check-in (25%)pre #4 · pending · 2027-06-16 — Solar LCOE crosses below $0.030/kWh global averagepre #3 · pending · 2028-03-30 — Q2 window check-in (50%)pre #2 · pending · 2028-07-01 — Lithium-ion battery storage LCOS crosses below $0.05/kWhpre #1 · pending · 2029-05-14 — Q3 window check-in (75%)cascade #1 · pending · 2031-09-16 — Solar PV reaches 33% global electricity generationpre #6 · pending · 2027-03-17 — Major fossil-asset stranded write-down by global utilitypre #5 · pending · 2028-03-27 — Q2 window check-in (50%)pre #4 · pending · 2028-09-15 — Two-thirds of nations cross renewable-vs-existing-fossil tipping pointpre #3 · pending · 2029-05-09 — Q3 window check-in (75%)pre #2 · pending · 2029-12-31 — Scenario fires: Stargate failure: <500MW by 2029pre #1 · pending · 2030-03-17 — Trillion-dollar fossil-fuel asset write-down cycle completedpre #3 · overdue · 2026-01-31 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-02 — Q2 window check-in (50%)pre #1 · overdue · 2026-04-01 — Q3 window check-in (75%)cascade #1 · pending · 2026-06-15 — China data center construction capacity disclosure (MIIT or equivalent)cascade #2 · pending · 2026-07-31 — Chinese frontier model trained on domestic chips reaches Claude/GPT-class capabilitycascade #3 · pending · 2026-07-31 — U.S. export-control modification or enforcement gap announcedcascade #4 · pending · 2027-01-30 — Chinese AI lab announces frontier-scale training run on domestic infrastructurepre #6 · pending · 2026-09-30 — First Vera Rubin systems deployed at Stargate sitespre #5 · pending · 2027-02-09 — Q1 window check-in (25%)pre #4 · pending · 2027-03-21 — Q2 window check-in (50%)pre #3 · pending · 2027-04-30 — Q3 window check-in (75%)pre #2 · pending · 2027-05-17 — OpenAI Stargate international expansion (Argentina 100 MW phase)pre #1 · pending · 2027-05-17 — OpenAI share of global AI training compute exceeds 25%pre #6 · pending · 2027-06-30 — Scenario fires: Compute: 1GW operational by Jun 2027pre #5 · pending · 2027-12-31 — Scenario fires: 50GW dedicated AI/data center grid by Dec 2027pre #4 · pending · 2028-03-11 — Q1 window check-in (25%)pre #3 · pending · 2028-05-21 — Q2 window check-in (50%)pre #2 · pending · 2028-07-31 — Q3 window check-in (75%)pre #1 · pending · 2028-09-15 — First documented data-center AI capacity curtailment due to grid power shortfallpre #6 · pending · 2027-03-17 — IEA annual outlook updates AI-DC share of global power growth ≥20%pre #5 · pending · 2027-08-01 — US utility capex commitments cross $1.4T cumulative for AI grid buildpre #4 · pending · 2027-08-31 — Behind-the-meter natural gas + nuclear PPAs reach 50 GW signedpre #3 · pending · 2027-09-03 — Q3 window check-in (75%)pre #2 · pending · 2027-12-31 — Scenario fires: 50GW dedicated AI/data center grid by Dec 2027pre #1 · pending · 2028-01-01 — US DC power shortfall reaches 44 GW (worst case)cascade #1 · pending · 2028-11-30 — 126 GW/yr DC demand growth realized 2026-2028 cumulativelypre #5 · hit · 2024-09-03 — Morgan Stanley research publishes 2.5B tons CO2 cumulative emissions through 2030 thesispre #4 · overdue · 2026-03-05 — Q1 window check-in (25%)pre #3 · overdue · 2026-05-07 — Q2 window check-in (50%)pre #2 · pending · 2026-07-01 — Hyperscaler 2026 sustainability reports show emissions trajectory off-targetpre #1 · pending · 2026-07-09 — Q3 window check-in (75%)cascade #1 · pending · 2027-03-17 — Major hyperscaler walks back 2030 net-zero pledge or extends timelinecascade #2 · pending · 2027-09-16 — Carbon removal market scales 5x to meet data-center decarbonization demandcascade #3 · pending · 2027-12-01 — Climate policy compliance gap formally documented in COP/IPCC outputscascade #4 · pending · 2028-12-31 — Annual data-center GHG emissions rise to ~600 Mt CO2-equiv by 2030 (3x 2024)pre #6 · pending · 2026-10-05 — Q1 window check-in (25%)pre #5 · pending · 2027-01-30 — ICON Titan first commercial customer deliveries beginpre #4 · pending · 2027-07-10 — Q2 window check-in (50%)pre #3 · pending · 2027-09-15 — First hyperscaler signs contract for 3D-printed or robot-assembled DC shellpre #2 · pending · 2027-12-16 — Building code body approves 3D-printed structures for industrial/commercial DC classpre #1 · pending · 2028-04-12 — Q3 window check-in (75%)cascade #1 · pending · 2029-07-31 — First fully-3D-printed hyperscale DC shell completedpre #6 · hit · 2026-03-31 — Tech sector single-month layoffs exceed 45K (March 2026 worst month in 2 years)pre #5 · pending · 2026-12-15 — BLS reports >5% YoY decline in entry-level white-collar job postingspre #4 · pending · 2027-05-11 — Q1 window check-in (25%)pre #3 · pending · 2027-09-15 — Inference cost-per-token drops 10x further by end-2027 (toward electricity floor)pre #2 · pending · 2027-09-18 — Q2 window check-in (50%)pre #1 · pending · 2028-01-26 — Q3 window check-in (75%)cascade #1 · pending · 2028-07-01 — Major economic-policy report attributes >10% white-collar attrition to AIpre #3 · overdue · 2026-01-31 — Q1 window check-in (25%)pre #2 · overdue · 2026-03-02 — Q2 window check-in (50%)pre #1 · overdue · 2026-04-01 — Q3 window check-in (75%)cascade #1 · pending · 2026-08-16 — Big-4 consultancy launches outcome-based AI pricing pilotcascade #2 · pending · 2026-11-14 — Major SaaS company announces shift to usage/outcome pricingcascade #3 · pending · 2027-03-17 — Hyperscaler (AWS, Azure, GCP) launches outcome-based AI service tiercascade #4 · pending · 2027-08-01 — Industry analyst declares 'outcome economy' as dominant pricing trendpre #6 · pending · 2026-12-15 — Puget Sound Energy multi-year residential rate hike approved by WA UTCpre #5 · pending · 2027-01-15 — WA HB 2515 / SB 6171 reintroduced in 2027 session after 2026 failurepre #4 · pending · 2027-02-28 — Q3 window check-in (75%)pre #3 · pending · 2027-03-01 — Voter-facing PAC backlash translates into ballot measure or moratoriumpre #2 · pending · 2027-05-02 — Similar rate-case filings in Virginia / Ohio / Arizona — DC corridor statespre #1 · pending · 2027-09-30 — EIA confirms WA residential rate trajectory crosses +20% cumulative by mid-2027cascade #1 · pending · 2029-07-02 — WA residential prices reach +30% above 2024 baselinecascade #2 · pending · 2029-09-15 — DC share of WA electricity reaches 13% (vs 6% in 2023)pre #6 · hit · 2026-04-29 — Equinix raises full-year 2026 guidance after Q1 strengthpre #5 · pending · 2026-06-11 — Q2 window check-in (50%)pre #4 · pending · 2026-08-30 — Q3 window check-in (75%)pre #3 · pending · 2026-09-30 — xScale program reaches >=2 GW total capacity / >=$23B investment commitmentpre #2 · pending · 2026-09-30 — AI/HPC bookings remain >50% of net new revenue mixpre #1 · pending · 2026-11-15 — First xScale customer onboarding milestone (Q4 2026)cascade #1 · pending · 2026-12-31 — Equinix delivers >=80% of 2026 announced project portfolio operational by year-endpre #6 · pending · 2027-12-31 — Scenario fires: 50GW dedicated AI/data center grid by Dec 2027pre #5 · pending · 2028-01-01 — US data-center electricity consumption crosses 250 TWh annual run ratepre #4 · pending · 2028-07-01 — Cascade: 20% of planned DC projects publicly delayed citing transmission bottleneckpre #3 · pending · 2030-02-17 — Q1 window check-in (25%)pre #2 · pending · 2030-04-06 — Q2 window check-in (50%)pre #1 · pending · 2030-05-24 — Q3 window check-in (75%)pre #1 · hit · 2025-12-31 — Microgrid + DERMS adoption crosses 18.5 GWh installed globallycascade #1 · pending · 2026-12-31 — 72% of new US grid additions through 2030 are solar/storage/microgridcascade #2 · pending · 2027-03-17 — Major utility deploys DERMS at scale to coordinate residential VPPcascade #3 · pending · 2028-07-01 — Residential solar+battery attach rate >=50% in CA/AZ/TX new installationscascade #4 · pending · 2029-03-16 — FERC issues final rule mandating DERMS interconnection standardspre #6 · pending · 2027-01-30 — Tesla Megablock 20MWh integrated BESS deployed in commercial sitepre #5 · pending · 2027-03-17 — EU large-battery installed base exceeds 25 GWpre #4 · pending · 2027-09-01 — Q2 window check-in (50%)pre #3 · pending · 2027-09-30 — EU negative-price hours decline year-over-year for first time since 2022pre #2 · pending · 2028-06-16 — Renewable IPP earnings call cites battery-arbitrage as primary economic driverpre #1 · pending · 2028-07-01 — Q3 window check-in (75%)pre #6 · hit · 2026-02-28 — a16z allocates $1.7B to AI infrastructure within $15B fundpre #5 · pending · 2026-09-15 — Hadrian builds out 5 additional AI-driven military factoriespre #4 · pending · 2026-11-04 — Q1 window check-in (25%)pre #3 · pending · 2027-06-16 — First a16z-backed factory-as-product company crosses $500M annualized revenuepre #2 · pending · 2027-09-07 — Q2 window check-in (50%)pre #1 · pending · 2028-07-10 — Q3 window check-in (75%)cascade #1 · pending · 2029-07-01 — First Factory-as-Product company crosses $1B revenue thresholdcascade #2 · pending · 2029-12-31 — Factory-is-the-Product model adopted broadly across industrial manufacturingtarget window end · today (amber dashed) · ✓/✗/◐ history strip = past resolutions · ghost arrows = evidence shift
23 plotted · 5 outside x-range · click any dot for detail

Top movers

Predictions where past + recent evidence has shifted current_prob most off the analyst-seeded prior. Scoped to ETN.
ETN-impacting (4)
INF_004
AAPL · AAPL · AI · AMAT
China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaiting compute — such that if export controls relax or are bypassed, China has near-immediate physical capacity to train frontier models equivalent to Anth...
68% → 39% · resolves 2026-11
-29pp
INF_034
AAPL · AMT · AMZN · APLD
Equinix has 56 planned data-center projects including 13 xScale developments designed for high-density power-hungry AI workloads — slated to be fully operational by 2026.
80% → 54% · resolves 2026-12
-26pp
AI_018
AAPL · AMT · AMZN · APLD
Global data center construction spend will reach approximately $2.9 trillion through 2028 — early adopters of AI infrastructure are already seeing cash-flow-margin expansions at roughly twice the global average.
75% → 49% · resolves 2028-11
-26pp
INF_032
ARGAN · CMI · CORZ · CRWV
Residential electricity costs are a structural byproduct of DC buildout: Washington state household electricity costs rose 10.3% from 2024 to 2025 directly tied to infrastructure strain, with utility-proposed rate increases projecting residential price...
78% → 54% · resolves 2029-12
-24pp

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.