← Cockpit
230_020predictionAuto/Transportautonomous

Peter's 14-year-old son Milan will never get a driver's license.

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

Prior probability
65.0%
Current probability
34.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2063-06-01 – 2063-06-30
Edges in / out
224 / 0
Tickers exposed
31

Prediction text

Peter's 14-year-old son Milan will never get a driver's license. | I'm having a huge debate right now with Milan, my 14-year-old, because he wants to drive to get away from us. And I'm like, you can't you can't get a driver's license because I've made a prediction that you will never get a driver's license.

Verbatim quote

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
I'm having a huge debate right now with Milan, my 14-year-old, because he wants to drive to get away from us. And I'm like, you can't you can't get a driver's license because I've made a prediction that you will never get a driver's license.

Resolution evidence

Status: pending

Peter's son Milan never needing license — lifetime prediction. Not testable in 5y.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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

5 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.7%

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: 12 pending
  1. 2026-09-01 → 2027-12-31pendingWaymo reaches 1 million weekly paid robotaxi rides across US cities
    How: Waymo (Alphabet) publicly reports 1M+ paid driverless rides per week, confirmed via earnings call, press release, or major outlet coverage; baseline was 500K/week in early 2026
    Source: https://carboncredits.com/waymo-hits-2500-robotaxi-in-u-s-the-future-of-driverless-rides/conf 70%
  2. 2027-01-01 → 2030-12-31pendingDriverless robotaxi services operating in 25+ US metro areas with sustained commercial fleets
    How: Aggregate count of cities with publicly available, fully-driverless commercial robotaxi service (Waymo, Tesla, Zoox, or other) reaches 25+, per industry tracker or major-outlet rollup
    Source: https://www.humai.blog/2026-is-the-year-of-autonomous-driving-waymo-in-10-cities-tesla-expanding-where-you-can-already-get-a-robotaxi/conf 65%
  3. 2030-01-01 → 2040-12-31pendingAt least one US state legally permits 16-year-olds to forgo driver's license testing in favor of certified autonomous-vehicle access
    How: State legislature or DMV adopts framework allowing teens to gain transportation independence solely through AV ride-hail credentials, without traditional license testing requirement; covered by AP/Reuters/major state news
    Source: https://www.diamandis.com/blog/self-driving-cars-are-comingconf 40%
  4. 2030-01-01 → 2045-12-31pendingFirst-time US driver's-license issuance rate to 16-19 year-olds drops below 50% (vs ~60% baseline)
    How: Federal Highway Administration (FHWA) or AAA Foundation annual statistics show licensure rate among Americans aged 16-19 below 50% in any reported year
    Source: https://www.diamandis.com/blog/future-of-transportationconf 55%
  5. 2035-01-01 → 2055-12-31pendingCascade: First major US city or state bans human driving on designated freeway segments or downtown cores
    How: City council, state DOT, or governor enacts policy restricting non-AV human driving on a specified roadway, freeway lane, or geographic zone; reported by major-outlet news
    Source: https://www.diamandis.com/blog/self-driving-cars-are-comingconf 35%
  6. 2060-01-01 → 2063-06-30pendingCascade: Milan Diamandis (born ~2011) reaches age 49 (year 2060) without ever having held a personal driver's license
    How: Public statement, interview, or biographical confirmation by Peter or Milan Diamandis (or estate) verifying Milan never obtained a personal motor-vehicle driver's license through age 49+
    Source: https://www.youtube.com/watch?v=Mh9yC4j0_rIconf 45%

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: 35%)

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
LBP2026-05-17T02:00:01Z34.7%-1.4pp
Network propagation: 36.1% → 34.7%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z36.1%-2.7pp
Network propagation: 38.8% → 36.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z38.8%-4.8pp
Network propagation: 43.6% → 38.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z43.6%-7.9pp
Network propagation: 51.5% → 43.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-13.5pp
Network propagation: 65.0% → 51.5%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.650+0.255
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.650+0.243
prereqSEM_032
15% probability that AI will solve a Clay Mathematics InstitAlex Wissner-Gross
15.0%0.6500.050-0.210
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050+0.160
prereq229_038
Robotics/humanoid GDP contribution could 100x a jurisdictionDave Blundin
22.7%0.6500.050-0.157

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

31 ticker(s) linked

Beneficiaries (24)

INVZWRDLIDRAEVAMBLYPONYOUSTVRRMAMBAAURAIOTHSAIMBGAFBIDUBMWYYGMGOOGLHMCIOTQCOMTMTSLAUBERVWAGY

Adverse (5)

MCYALLCINFPGRTRV

Prerequisites (224)

Predictions that must hit first
TypePredTitleDomainLag
prereq242_015Full autonomy achieved within 2 years before Salim's son gets driver's licenseAuto/Transport
prereq243_002Uber will be in 15 cities with autonomous partners by end of 2026Auto/Transport
prereq246_047Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereq238_072Small-to-large model scaling time has collapsed from 6-12 months to 6 daysAI
prereq230_014The consulting industry will go through the roof as consultants leverage AI to automate/improve existing jobs.Labor/Jobs
prereq232_021No chance AI will be paused in the next three years given current administration and China competition.Geopolitics
prereqSEM_047At 200,000-GPU scale, orchestration becomes a literal 'battle against entropy' — single cosmic-ray-flipped transistor can derail 100k-GPU training run.AI/Hardware
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
prereqSEM_022FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed nations maintain competitive development.AI/Architecture
prereqSEM_002By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs).AI
prereq231_031OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.Markets/Stocks
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_003AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size.Labor/Jobs
prereq244_020Need for driver's licenses is going to collapse over the next few yearsAuto/Transport
prereq246_005OpenAI and Anthropic IPOs will head toward $1 trillion valuations.Markets/Stocks
prereqSEM_001Compute clusters will scale from $10B → $100B → $1T by end of decade; 'another zero every six months' on boardroom projections.AI/Compute
prereq231_050New economy built with AI agents will work around old economy rather than through it.Macro/Economy
prereqSEM_033AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).AI/Physics
prereq240_060Everyone will be able to use video models to turn favorite books into moviesMedia/Ads
prereq241_050AI LLMs can run for hours (e.g., dinner to 4am) autonomously creating new solutionsAI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq231_034Power constraint won't be a big problem until chip fabs come online and it suddenly becomes massive.Energy
prereq243_031Uber will have significantly more drivers in 2030 than today, including in USLabor/Jobs
prereq231_041Radical massive job destruction is imminent; new creation will lag, causing devastation for a few years.Labor/Jobs
prereq230_006The frontier models will go dark — kept internal to benefit the labs in an all-out battle.AI
prereq232_043Corporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced.Labor/Jobs
prereq233_007In 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform.Education
prereq248_011Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.AI
prereq230_013There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.Macro/Economy
prereq247_055Acquisition of small specialized AI teams for hundreds of millions will become commonAI
prereq247_039Quantum not a risk to Bitcoin; Saylor is 100% rightCrypto
prereq235_047AI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs).Geopolitics
prereq230_040AI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly.AI
prereq246_039Autonomous vehicles/flying cars coming by 2028.Auto/Transport
prereq238_023Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)AI
prereq238_064AI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep troubleLabor/Jobs
prereq233_005Interactive AI tutors with engaging personalities/avatars will arrive within about a year.AI
prereq230_005Two years from now, best AI will not be freely accessible — it will be withheld citing security/safety.AI
prereq231_052Gap between AI-paced world and legacy world will grow really wide - maybe forever.Macro/Economy
prereq231_053Within a couple months, young AI-native hires will be able to do exactly what seasoned engineers do.Labor/Jobs
prereq248_030FDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.Geopolitics
prereq242_010By end of 2026, a full GPU will be able to do brain surgery or discover new math/physicsAI
prereq232_004Big banks and insurance companies will not triple in size in the AI productivity timeframe.Labor/Jobs
prereq238_029White-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminentlyLabor/Jobs
prereq248_017Coding/chip design skills have a lifespan of a year at most before full commoditization.Labor/Jobs
prereq242_008Dyson sphere will come before any fusion reactor is licensedEnergy
prereq244_002Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15)Auto/Transport
prereq248_016ASI is imminent; access to top AI models will be closed down in a couple of years.AI
prereq240_016Everyone is underestimating the next year of AI improvements (more than 2x gain)AI
prereq248_015Princeton CS brains will be a complete commodity two years from today post-ASI.Labor/Jobs
prereq232_050Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.AI
prereq232_052Lowered interest rates will drive AI agent and robot purchases instead of hiring.Macro/Economy
prereq230_010Mega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.Markets/Stocks
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq230_012Corporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.Labor/Jobs
prereq244_031Uber's network will move to EVs as autonomous becomes bigger realityEnergy
prereq238_061Massive social unrest / trough in 2026-2027, rebound in 2028Macro/Economy
prereq238_062Industrial-revolution-scale disruption will unfold over 2-4 years (not 20-40)Labor/Jobs
prereq241_0052026 is the year of agents - agents will take over everything this yearAI
prereq241_003Human-like computer agents NOT achievable within a year or two - science doesn't exist yetAI
prereq234_010Whole battlefield will be controlled by whoever has the better AI very soonDefense
prereq247_060Anthropic will win over OpenAI via better/smarter AI regardless of installed baseAI
prereq234_015Anthropic, OpenAI and SpaceX IPOs are likely within the next 6 monthsMarkets/Stocks
prereq230_018In 5 years, 70-80% of cars will be autonomous, especially hooked up to your AI.Auto/Transport
prereq248_035Components of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early.Markets/Stocks
prereq247_051Solar panels will be delivered by drones and installed by robotsEnergy
prereq234_021OpenAI will launch consumer AI devices in 2027AI
prereq234_035Massive social unrest will come before the next US presidential electionGeopolitics
prereq234_039Distant spectacular real estate will go up in value, not inner cityReal Estate
prereq238_065Children/next generation uncommitted to careers will do incredibly well in AI transitionLabor/Jobs
prereq230_019The old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.Markets/Stocks
prereq240_050US will pass law like China requiring retraining when AI automates a jobLabor/Jobs
prereq235_004Next 3-year timeline: massive job loss, total confusion, and rampant unregulated AI consumerism.Labor/Jobs
prereq235_005AI capability will grow 100x this year in raw parameter count as lower bound.AI
prereq235_006By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.AI
prereq235_007AI regulation window is this calendar year 2026 before chaos breaks out.Geopolitics
prereq247_030GPT-6 breakthroughs in science worth hundreds of billions to trillionsAI
prereq240_049Last jobs to be automated will be government jobs, university jobsLabor/Jobs
prereq235_013Disruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days.Markets/Stocks
prereq247_025Super PACs will determine election outcomes at order of magnitude bigger than beforeGeopolitics
prereq235_017OpenAI will likely go public at north of $1 trillion valuation.Markets/Stocks
prereq240_048Spreadsheet, SQL, code, UI jobs will be done by AI starting at end of this yearLabor/Jobs
prereq231_022Young people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized.Consumer
prereq231_020Smart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).Consumer
prereq240_028Dyson swarm will be the inevitable destiny within 10 yearsSpace
prereq247_020Jobs will go up, not down by 2030 post-AI adjustmentLabor/Jobs
prereq247_008Anthropic will try to hit $200 billion ARR, not reach trillion the following yearAI
prereq248_033Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.AI
prereq235_044AI sector will grow from $20T to $30-40T of $50T total US public market cap.Markets/Stocks
prereq230_024Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Biotech/Longevity
prereq230_047Only 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.Labor/Jobs
prereq236_004Amount of change between now and 2028 will be like nothing we've ever seenAI
prereq236_017Rampant social unrest will occur during 2-year window if nothing is done quicklyMacro/Economy
prereq236_041Gig work like Uber will be eliminated by AILabor/Jobs
prereq230_037Handmade/human art will be astronomically more valuable in the future.Consumer
prereq246_052Frontier labs holding back capabilities for internal self-improvement use.AI
prereq246_051GPT-5.5 Spud will have equal or greater capability to Mythos.AI
prereq231_006Cost curves will start collapsing industries before the technology itself does.Macro/Economy
prereq230_041Course corrections in organizations will accelerate from decades to years to months to weeks to minutes over the next couple of years.AI
prereq240_022All five major AI labs will be worth trillions of dollarsMarkets/Stocks
prereq231_014Remaining research math problems will be solved within next couple months.AI
prereq242_024Island real estate will become 10x-100x more accessible, driving values upReal Estate
prereq231_029Millisecond real-time dispute resolution will replace current court systems.Other
prereq240_010NVIDIA revenue will hit $350 billion this calendar yearMarkets/Stocks
prereq242_032AI will do the job for 2% of the cost of a human in the near termLabor/Jobs
prereq242_033Companies will race to 80% token spend / 20% salary; good by 2030-2032Labor/Jobs
prereq242_035S&P will see massive reshuffling with huge winners; no company can project FCF beyond 5 yearsMarkets/Stocks
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy
prereq243_038Capital assets (cars) will at some point replace some labor (drivers)Labor/Jobs
prereq242_049W-2 income will get pummeled over next 3 years; assets will appreciateMacro/Economy
prereq243_035Austin and Atlanta autonomous markets growing faster than national averageAuto/Transport
prereq231_028Rate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.Macro/Economy
prereq243_013Every new car sold 10 years from now will have autonomous softwareAuto/Transport
prereq246_006OpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026).Markets/Stocks
prereq231_038TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.AI
prereq243_017Cost of lidar and cameras will continue coming down, making new cars autonomous-ready within 10 yearsAuto/Transport
prereq230_049Big AI companies will own as much as they want up to the edge of antitrust triggers.Markets/Stocks
prereq230_046OpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public.AI
prereq241_008AI research agents will be limited only by electricity, with potentially millions possibleAI
prereq230_017Self-driving will become the norm; manual driving will become uncool, then illegal (Smoking-ban analogy).Auto/Transport
prereq230_050One of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent.Markets/Stocks
prereq231_023US crime rates should continue to decline due to location services and surveillance.Macro/Economy
prereq231_024Ground-up society simulations are complete nonsense so far, but not far in the future.AI
prereq232_007TikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry.Media/Ads
prereq232_015AI will discover something as significant as relativity in physics within the next two years.AI
prereq232_053To create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product.AI
prereq232_060We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.AI
prereq233_014Over the next 12 years, half of kids will have neural links while others won't, creating divergence.Biotech/Longevity
prereq234_002Within 6 months to 2 years, AI will do absolutely everythingAI
prereq234_008Workflows will move from human-centric to agentic with humans doing oversight rather than being in the loopLabor/Jobs
prereq234_017OpenAI codex lead predicts current coding agents will seem primitive in 10 weeksAI
prereq235_001Anthropic will be first company to hit $1 trillion in revenue by 2029-2030.AI
prereq235_009Anthropic legal recourse process against Dept of War will take three years.Defense
prereq235_025Nvidia's margins unsustainable; cracks in armor but all chips made will sell.Markets/Stocks
prereq235_026Snapchat cannot sit still and expect to exist in 3 years.Media/Ads
prereq235_034Next-generation mobile phones will regain growth through AI neural chips.Consumer
prereq235_042OpenAI IPO shares could deliver a 50% pop in 6 months after IPO.Markets/Stocks
prereq235_046Window of global AI regulation is a few months before capabilities proliferate widely.Geopolitics
prereq237_006Over the next year, consumers will realize local models are the way to go on privacy, speed, and limits.AI
prereq237_010In the next 2 years, everyone's AI agent will have a crypto wallet filled with USDC.Crypto
prereq237_015There will be significantly more AI claws/agents than humans within a typical organization.Labor/Jobs
prereq237_017The entire SaaS market is going to zero because features can be rebuilt in five minutes with agents.Markets/Stocks
prereq238_019Jevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automatedLabor/Jobs
prereq238_067US power problem is transmission/storage, not production — distributed regional data centers will fix job dislocationEnergy
prereq240_002Amazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIAMarkets/Stocks
prereq240_007Regulators will dust off antitrust legislation against NVIDIAGeopolitics
prereq240_009Government will intervene if NVIDIA does 10-year forward contract locking up TSMCGeopolitics
prereq240_011NVIDIA can grow another 2x into the 2nm node before being flooredMarkets/Stocks
prereq240_019Post-transformer architecture will come out of left field within a yearAI
prereq240_026Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T companyMarkets/Stocks
prereq240_029ASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildoutAI
prereq240_041Consumer killer app tying compute to happiness must be invented within the next yearAI
prereq240_055Anthropic heading to IPO, pursuing $50B from AmazonMarkets/Stocks
prereq242_011New non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 yearsAI
prereq242_016TV ad campaign against human driving in 3-5 years will drive voting to ban itAuto/Transport
prereq242_02560% of LA parking will be released, becoming gardens and parksReal Estate
prereq242_036Mid-cap/small-cap firms with high-labor ops will triple FCF while multiple compressesMarkets/Stocks
prereq243_01410+ autonomous providers will operate on streets of LA a decade from nowAuto/Transport
prereq243_015Software space for autonomous may consolidate to fewer than 10 providersAuto/Transport
prereq243_033About 20% of drivers slough off Uber platform annuallyLabor/Jobs
prereq243_037Drivers will be able to transition to becoming fleet managers/owners of autonomous vehiclesLabor/Jobs
prereq244_003Regulators will have to decide what a human driver's license looks likeAuto/Transport
prereq244_013Uber will work with Chinese autonomous players (Pony, WeRide, hopefully Baidu) outside the USAuto/Transport
prereq244_017Ilia (age 13) will still want a driver's license in 3 years due to slow AV mass productionAuto/Transport
prereq246_022Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%).AI
prereq246_043Earth limited by ASML and constraints to 3-5 years before mining/constructing moves to space.Space
prereq247_009Anthropic's implied valuation could reach $2 trillion in 2026AI
prereq247_018First version of social contract will be politicians writing checks in next electionMacro/Economy
prereq247_028Musk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departingAI
prereq248_006The Luna AI-managed store will be one of the best-managed stores in the world within a year.AI
prereq248_043Full sewing/stitching automation likely within six months.Robotics
prereqSEM_021Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs.AI/China
prereqSEM_035World-class, AI-based mathematicians will emerge within a single year (by ~early 2027).AI/Cognition
prereq247_052AI enters government in 2-4 years will allow thoughtful UBI programs laterMacro/Economy
prereq235_041Anthropic implied valuation using PE ratio could be one quadrillion dollars.Markets/Stocks
prereq246_011Elon will feel Grok is ready to take over as CEO in next few years.AI
prereq247_057Parameter scaling race is over; frontier labs plateauing at 10T parametersAI
prereq234_013Extrapolating Anthropic growth, they will hit $1 trillion revenue in 2029Markets/Stocks
prereq231_017A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.AI
prereq231_054Uncertain whether people will have any purpose at all a year from today.Labor/Jobs
prereq232_012US-China AI situation about to get more complicated regarding open source models and secrets.Geopolitics
prereq232_044There will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling.AI
prereq232_035Apple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models.Markets/Stocks
prereq238_051If Anthropic grows 10x year-over-year two more years, it reaches $2.6T revenue (implying quadrillion-dollar valuation)Markets/Stocks
prereq237_022Alex Finn plans to build an autonomous closed-loop organization where agents research, validate, code and deploy value on the web in coming years.AI
prereq237_009ChatGPT will release a model specifically for OpenClaw within the next 6 months.AI
prereq247_024Voters may refuse to help white-collar professionals displaced by AILabor/Jobs
prereq237_008App stores will go away; users won't download apps but instead generate software on demand from local models.Consumer
prereq238_070Small language models will be where most algorithmic breakthroughs come from (crowdsourced)AI
prereq230_003AI model release cycles will move toward daily, then hourly, then minutely releases.AI
prereq235_008Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.AI
prereq237_021Alex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.Crypto
prereq229_026By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.Robotics
prereq234_019Expect big AI capability improvements via recursive self-improvement over next few weeksAI
prereq234_051Claude-facilitated dating will replace traditional matchmakingConsumer
prereq230_007Lobsters (agentic AIs) will ultimately gain first-class physical embodiment as robots.Robotics
prereq247_002Musk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profitAI
prereq230_004We are past the edge of a new recursive self-improvement era where models rewrite their own code.AI
prereq235_037Auto-regressive transformers and diffusion models will consolidate into one unified architecture.AI
prereq235_018Single-person conglomerates with agents running businesses will be common in ~5 years.Labor/Jobs
prereq235_015GPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions.AI
prereq246_021GPT-5.5 Spud will be released imminently (within days).AI
prereq247_053AI's largest risk to Bitcoin is irrelevance via AI agents not using itCrypto
prereq234_018GPT-5.3 and 5.5 or higher variants could launch in next 10 weeksAI
prereq242_048FDA will move to zero clinical trial model given enough Bayesian/computational evidenceBiotech/Longevity
prereq230_045GDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems.Macro/Economy
prereq245_028Colossal's models and approach to synthetic biology will apply broadly to the fieldBiotech/Longevity
prereq238_036Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisersMedia/Ads
prereq237_019Code generation models are pushing development in the direction of TypeScript instead of Rust for memory safety.AI
prereq231_003Multi-agent teaming scaling will emerge as new scaling dimension for frontier models.AI
prereq247_026Anthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agentsAI
prereq233_008Public school adoption of Alpha model will take place in the second decade, not the first.Education
prereq248_010AI capabilities will advance 100x in 2026 (by summer, potentially more).AI
prereq242_056AI models will become manager of entire economy, not just picking off mom/pop businessesMacro/Economy
prereq229_038Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).Macro/Economy
prereq247_040AI agents will invent their own currencies, won't stick with BitcoinCrypto
prereqSEM_03215% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.AI/Mathematics
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

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From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I've made a prediction that you will never get a driver's license. So, you can't you can't make me wrong.",
  "to_year": 2100,
  "verbatim": "I'm having a huge debate right now with Milan, my 14-year-old, because he wants to drive to get away from us. And I'm like, you can't you can't get a driver's license because I've made a prediction that you will never get a driver's license.",
  "conv_cues": "will never; I've made a prediction",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "ever (lifetime)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "We are past the edge of a new recursive self-improvement era where models rewrite their own code.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -12,
      "source_id": "230_004",
      "expected_date": "2026-07-19",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "229_026",
      "expected_date": "2027-02-13",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Waymo reaches 1 million weekly paid robotaxi rides across US cities",
      "source": "https://carboncredits.com/waymo-hits-2500-robotaxi-in-u-s-the-future-of-driverless-rides/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2027-05-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Waymo (Alphabet) publicly reports 1M+ paid driverless rides per week, confirmed via earnings call, press release, or major outlet coverage; baseline was 500K/week in early 2026"
    },
    {
      "kind": "prereq",
      "label": "AI model release cycles will move toward daily, then hourly, then minutely releases.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "230_003",
      "expected_date": "2027-06-24",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "The frontier models will go dark — kept internal to benefit the labs in an all-out battle.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "230_006",
      "expected_date": "2027-06-24",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "229_038",
      "expected_date": "2028-01-30",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Two years from now, best AI will not be freely accessible — it will be withheld citing security/safety.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "230_005",
      "expected_date": "2028-08-10",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Driverless robotaxi services operating in 25+ US metro areas with sustained commercial fleets",
      "source": "https://www.humai.blog/2026-is-the-year-of-autonomous-driving-waymo-in-10-cities-tesla-expanding-where-you-can-already-get-a-robotaxi/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2028-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Aggregate
... (truncated)