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229_012predictionRoboticshumanoids

Every major tech company in the world will enter the humanoid robotics space.

Predictor: Brett Adcock · ep#229 "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229" · source

Prior probability
60.0%
Current probability
37.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2028-11-30
Edges in / out
5 / 0
Tickers exposed
29

Prediction text

Every major tech company in the world will enter the humanoid robotics space. | what you're seeing is every major group in the world will be will get in the space. Um you have to you have like no choice. You have to major group being Apple, Microsoft, Google, every I think every major player that wants to do this.

Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count

Verbatim quote

From episode "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229"
what you're seeing is every major group in the world will be will get in the space. Um you have to you have like no choice. You have to major group being Apple, Microsoft, Google, every I think every major player that wants to do this.

Predictor: Brett Adcock

κ + Brier as of 2026-05-22
κ (discount)
0.773
Brier
0.0040
excellent
Hits / Misses
5 / 0
of 6 resolved
Hit rate
83.3%
Calibration plot (stated vs observed)

Evidence about this node from Brett Adcock is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class: humanoid_commercial_volume

Linked via embedding similarity 0.644

>10,000 unit cumulative deployment of humanoid robot SKU within 3 years of debut

Base rate
10.0%
0/3 historical
Inside weight
Outside weight
no pull
inside 37.7% → blend 37.7% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

6 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 37.7%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 2 fired ✓ · 5 pending
  1. 2026-01-09hitCES 2026 lists 38 humanoid-robotics companies
    How: CES 2026 trade show formally categorizes ≥30 companies under humanoid robotics — major-tech entrants prominent
    Source: https://www.21stcentech.com/ces-2026-lists-38-companies-in-the-humanoid-robotics-category/conf 99%
    Notes: HIT — CES 2026 categorizes 38 humanoid companies. Supports broad-entry trajectory but Apple/Microsoft/Meta absent at show.
  2. 2026-03-31hitGoogle DeepMind ships robotic foundation model with major-OEM partnership
    How: Google releases robotics foundation model used by ≥1 humanoid OEM (Apptronik, Boston Dynamics)
    Source: Computerworld coverage, Robot Report top developments March 2026conf 85%
    Notes: Google DeepMind powers Atlas; in-market 2026.
  3. 2026-10-14pendingQ1 window check-in (25%)
  4. 2026-01-01 → 2027-12-31pendingApple humanoid/tabletop robot product launch announced
    How: Apple publicly confirms or releases first robot product (tabletop or humanoid form factor)
    Source: https://www.macrumors.com/guide/apple-robot/ — Apple targeting 2026-27 tabletop launch, ~$1K priceconf 70%
    Notes: Apple in robotics but skeptical about true humanoid; tabletop more likely near-term.
  5. 2027-03-31pendingQ2 window check-in (50%)
  6. 2026-06-01 → 2028-11-30pendingMicrosoft formally enters humanoid robotics (acquisition or platform)
    How: Microsoft announces humanoid platform, partnership, or acquisition with ≥$100M commitment
    Source: TheAIInsider, RealShePower 2026 forecastsconf 55%
    Notes: Microsoft has no public humanoid push as of 2026-04 — gating factor for Adcock's 'every major group' claim.
  7. 2027-09-15pendingQ3 window check-in (75%)
  8. 2027-06-01 → 2028-11-30pending≥5 Mag-7 companies have material humanoid exposure by end-2027
    How: Five or more of Apple/Microsoft/Alphabet/Meta/Amazon/Nvidia/Tesla disclose humanoid product, partnership, or material investment
    Source: Morgan Stanley humanoid TAM coverage, 10-K disclosuresconf 55%
    Notes: Cascade — direct measure of Adcock's 'every major group' thesis. Tesla, Amazon, Google already in; Apple/MSFT/Meta partial.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 38%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-10T02:00:02Z37.7%+1.7pp
Network propagation: 36.0% → 37.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.0%+3.2pp
Network propagation: 32.8% → 36.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z32.8%+13.3pp
Network propagation: 19.5% → 32.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z19.5%-13.2pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.195 w_in=0.30 humanoid_commercial_volume
LBP2026-04-30T02:18:57Z32.8%+13.3pp
Network propagation: 19.5% → 32.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z19.5%-40.5pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.195 w_in=0.30 humanoid_commercial_volume

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.600+0.157
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.600+0.102
prereqS_HUMANOID_ENTERPRISE_2028
Humanoid R2: 100K+ enterprise by Nov 2028
50.0%0.6000.050-0.052

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_HUMANOID_ENTERPRISE_2028Humanoid R2: 100K+ enterprise by Nov 2028humanoid_deployment
correlateS_HUMANOID_CONSUMER_2030Humanoid R3: 1M+ consumer by Nov 2030humanoid_deployment
correlateS_HUMANOID_MASS_2033Humanoid R4: 10M+ cumulative by Dec 2033humanoid_deployment
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)
killerTK15SpaceX Starship Catastrophic Failure

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.613manifoldWho will win Startup World Cup Silicon Valley Regional 2026?mentionspending2026-05-08

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=S_fXhVT67Uw",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "context": "what you're seeing is every major group in the world will be will get in the space. Um you have to you have like no choice.",
  "verbatim": "what you're seeing is every major group in the world will be will get in the space. Um you have to you have like no choice. You have to major group being Apple, Microsoft, Google, every I think every major player that wants to do this.",
  "conv_cues": "will get in; no choice",
  "direction": "HAPPEN",
  "timeframe": "future (unspecified)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "CES 2026 lists 38 humanoid-robotics companies",
      "notes": "HIT — CES 2026 categorizes 38 humanoid companies. Supports broad-entry trajectory but Apple/Microsoft/Meta absent at show.",
      "source": "https://www.21stcentech.com/ces-2026-lists-38-companies-in-the-humanoid-robotics-category/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.21stcentech.com/ces-2026-lists-38-companies-in-the-humanoid-robotics-category/",
      "expected_date": "2026-01-09",
      "observed_date": "2026-01-09",
      "research_origin": "deep_research",
      "measurement_criterion": "CES 2026 trade show formally categorizes ≥30 companies under humanoid robotics — major-tech entrants prominent"
    },
    {
      "kind": "llm_pre_event",
      "label": "Google DeepMind ships robotic foundation model with major-OEM partnership",
      "notes": "Google DeepMind powers Atlas; in-market 2026.",
      "source": "Computerworld coverage, Robot Report top developments March 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.therobotreport.com/top-10-robotics-developments-march-2026/",
      "expected_date": "2026-07-02",
      "observed_date": "2026-03-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Google releases robotics foundation model used by ≥1 humanoid OEM (Apptronik, Boston Dynamics)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-10-14",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Apple humanoid/tabletop robot product launch announced",
      "notes": "Apple in robotics but skeptical about true humanoid; tabletop more likely near-term.",
      "source": "https://www.macrumors.com/guide/apple-robot/ — Apple targeting 2026-27 tabletop launch, ~$1K price",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.macrumors.com/guide/apple-robot/",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Apple publicly confirms or releases first robot product (tabletop or humanoid form factor)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2027-03-31",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Microsoft formally enters humanoid robotics (acquisition or platform)",
      "notes": "Microsoft has no public humanoid push as of 2026-04 — gating factor for Adcock's 'every major group' claim.",
      "source": "TheAIInsider, RealShePower 2026 forecasts",
      "status
... (truncated)