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229_018predictionRoboticshumanoids

In the future, everything that moves (besides humans) will be a robot.

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

Prior probability
55.0%
Current probability
28.4%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
2 / 0
Tickers exposed
29

Prediction text

In the future, everything that moves (besides humans) will be a robot. | I don't think I think the the amount of I think in the future everything that'll move will be a robot. Mhm. besides humans.

Verbatim quote

From episode "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229"
I don't think I think the the amount of I think in the future everything that'll move will be a robot. Mhm. besides humans.

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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

6 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-102026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 28.4%

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: 3 pending
  1. 2027-02-23pendingQ1 window check-in (25%)
  2. 2027-12-20pendingQ2 window check-in (50%)
  3. 2028-10-14pendingQ3 window check-in (75%)

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 28%)

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
LBP2026-05-24T02:00:02Z28.4%-1.1pp
Network propagation: 29.5% → 28.4%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z29.5%-2.3pp
Network propagation: 31.8% → 29.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z31.8%-4.9pp
Network propagation: 36.6% → 31.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.6%-10.3pp
Network propagation: 46.9% → 36.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z46.9%-2.8pp
Network propagation: 49.7% → 46.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z49.7%-5.3pp
Network propagation: 55.0% → 49.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

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
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.550+0.156
prereqS_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
20.0%0.5500.050-0.134

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (2)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_HUMANOID_CONSUMER_2030Humanoid R3: 1M+ consumer by Nov 2030humanoid_deployment
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=S_fXhVT67Uw",
  "mode": "PROPHECY",
  "role": "Guest-CEO",
  "context": "I think in the future everything that'll move will be a robot. Mhm. besides humans.",
  "verbatim": "I don't think I think the the amount of I think in the future everything that'll move will be a robot. Mhm. besides humans.",
  "conv_cues": "will be",
  "direction": "HAPPEN",
  "timeframe": "in the future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2027-02-23",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2027-12-20",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -1,
      "source_id": null,
      "expected_date": "2028-10-14",
      "observed_date": null
    },
    {
      "kind": "event",
      "label": "In the future, everything that moves (besides humans) will be a robot.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "229_018",
      "expected_date": "2029-08-10",
      "observed_date": null
    }
  ],
  "repeat_eps": 1,
  "affiliation": "Figure",
  "attribution": "FIRST_PERSON",
  "episode_num": 229,
  "granularity": "VAGUE",
  "display_date": "2029-08-10",
  "episode_date": "2026-02-11",
  "parse_method": "UNMAPPABLE",
  "domain_bucket": "Robotics",
  "episode_title": "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229",
  "fault_line_id": "F005",
  "flag_repeated": false,
  "in_5yr_window": false,
  "appears_in_eps": "229",
  "is_macro_claim": false,
  "total_mentions": 1,
  "priority_weight": 4,
  "ps_cluster_tags": [
    "C1",
    "C5",
    "C8"
  ],
  "active_end_month": 0,
  "recent_statement": "Nov 24 2025 Nikhil Kamath interview: 'Billions of humanoids on the planet in our lifetime.' Jan 2026 prediction: humanoids doing unsupervised multi-day tasks in unfamiliar homes in 2026. Figure 3 commercially deployed at BMW for 5+ months. Target 100K units over 4 years via BotQ facility.",
  "active_start_month": 0,
  "flag_nia_bracketed": false,
  "track_record_grade": "B",
  "track_record_notes": "Figure has shipped 3 generations of robots in 3.5 years (faster than Tesla's Optimus); BMW deployment validated. Track record <5y; billion-humanoid claim is untestable in near term.",
  "flag_near_term_2027": false,
  "primary_scenario_id": "S_HUMANOID_CONSUMER_2030",
  "flag_high_conviction": true,
  "milestones_phase2_at": "2026-05-01T21:12:50.930412+00:00",
  "milestones_derived_at": "2026-05-02T03:08:48.688806+00:00",
  "reference_class_match": {
    "decision": "keyword_filtered",
    "computed_at": "2026-04-30T01:49:13.796883+00:00",
    "best_id_unfiltered": "humanoid_commercial_volume",
    "best_similarity_unfiltered": 0.5083
  },
  "validation_status_raw": "UNRESEARCHED",
  "composite_signal_score": 17.6,
  "scenario_assignment_at": "2026-04-30T16:04:16.912851+00:00",
  "flag_priority_watchlist": false,
  "flag_timeline_near_term": false,
  "recent_statement_source": "freepressjournal.in Nov 2025",
  "ps_displacement_mechanism": "Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses.",
  "scenario_assignment_reasoning": "predictor='Brett Adcock' tilt=mid (year~2029) → S_HUMANOID_CONSUMER_2030",
  "scenario_assignment_confidence": "MEDIUM",
  "scenario_assignment_similarity": 0.5465
}