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230_003predictionAIAI-scaling

AI model release cycles will move toward daily, then hourly, then minutely releases.

Predictor: Alex Wissner-Gross · ep#230 "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230" · source

Prior probability
50.0%
Current probability
41.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

AI model release cycles will move toward daily, then hourly, then minutely releases. | I I do think we're moving toward daily and then hourly and then minutely releases certainly.

Verbatim quote

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
I I do think we're moving toward daily and then hourly and then minutely releases certainly.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.9%

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: 6 fired ✓ · 1 pending
  1. 2026-04-30hitMajor lab releases models on weekly cadence in 2026
    How: Tracking site (LLM Stats, AI Release Tracker) shows >=4 named major-lab releases in a single calendar month
    Source: https://llm-stats.com/llm-updatesconf 97%
    Notes: April 2026: 8 releases in 7 days reported. Hits 'multiple per week' threshold.
  2. 2026-06-01 → 2027-06-30pendingAPI-level model versioning shifts to daily release notes
    How: OpenAI, Anthropic, or Google publishes daily model snapshots / release notes (vs current weekly/biweekly)
    Source: https://pricepertoken.com/news/model-releasesconf 55%
  3. 2027-01-01 → 2028-06-30pendingContinuous training / online learning becomes default for frontier models
    How: At least one frontier lab announces continuous online learning (vs discrete checkpoint releases), enabling effectively hourly model updates
    Source: https://medium.com/@urano10/the-future-of-ai-models-in-2026-whats-actually-coming-410141f3c979conf 40%
    Notes: Hourly-then-minutely is aggressive; cascade only if continuous-training breakthrough.
  4. 2027-06-01 → 2028-12-31pendingHourly cadence: 24+ named releases in one calendar day from a single lab
    How: A frontier lab logs 24 or more discrete public model checkpoints in a 24-hour window
    Source: https://llm-stats.com/ai-newsconf 20%
    Notes: Wissner-Gross's 'minutely' end-state remains speculative; cadence currently weekly-to-monthly per lab.

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: 42%)

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
LBP2026-05-10T02:00:02Z41.9%-1.0pp
Network propagation: 42.9% → 41.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.9%-1.6pp
Network propagation: 44.5% → 42.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.5%-2.4pp
Network propagation: 46.8% → 44.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.8%-3.2pp
Network propagation: 50.0% → 46.8%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.500-0.077
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5000.050-0.067
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.500-0.054
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.036
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.035

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq248_033
Superhuman AI will make BCI-enhanced humans irrelevant compaDave Blundin
36.7%0.6000.050-0.090
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.075
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.064
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.049
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.037

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq248_033Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.AI

Linked documents (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.667arxivCan AI Weather Models Predict Beyond Two Weeks? A Quantitative Benchmark and Analysis of Long Rolloutsmentionspending2026-05-28
0.588manifoldWill I leave the house before 11 a.m. every day next week?37%mentionspending2026-04-26
0.588manifoldWill I leave the house before 11 a.m. every day next week?67%mentionspending2026-05-03
0.561manifoldWill I exercise every single day next week?20%mentionspending2026-04-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "daily → hourly → minutely releases",
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "OpenAI achieved 70% time reduction between models... I I do think we're moving toward daily and then hourly and then minutely releases certainly.",
  "to_year": 2028,
  "verbatim": "I I do think we're moving toward daily and then hourly and then minutely releases certainly.",
  "conv_cues": "certainly; I do think",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "unspecified / ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major lab releases models on weekly cadence in 2026",
      "notes": "April 2026: 8 releases in 7 days reported. Hits 'multiple per week' threshold.",
      "source": "https://llm-stats.com/llm-updates",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://llm-stats.com/llm-updates",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Tracking site (LLM Stats, AI Release Tracker) shows >=4 named major-lab releases in a single calendar month"
    },
    {
      "kind": "llm_pre_event",
      "label": "API-level model versioning shifts to daily release notes",
      "source": "https://pricepertoken.com/news/model-releases",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://pricepertoken.com/news/model-releases",
      "expected_date": "2026-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "OpenAI, Anthropic, or Google publishes daily model snapshots / release notes (vs current weekly/biweekly)"
    },
    {
      "kind": "event",
      "label": "AI model release cycles will move toward daily, then hourly, then minutely releases.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "sour
... (truncated)