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230_035predictionMacro/Economyeconomy

GDP will 2x or 3x year-over-year in early 2030s if everything goes well.

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
45.0%
Current probability
32.0%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2030-01-01 – 2033-12-31
Edges in / out
18 / 0
Tickers exposed
31

Prediction text

GDP will 2x or 3x year-over-year in early 2030s if everything goes well. | I I made this short film posted to social media called A Nation that learned to sprint depicting what life in the early 2030s might look like if everything goes well and we see GDP 2xing or 3xing year-over-year and what does a human quote unquote job even look like in a macroeconomic scenario like that.

Verbatim quote

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
I I made this short film posted to social media called A Nation that learned to sprint depicting what life in the early 2030s might look like if everything goes well and we see GDP 2xing or 3xing year-over-year and what does a human quote unquote job even look like in a macroeconomic scenario like that.

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 45%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 32.0%

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: 7 fired ✓ · 5 pending
  1. 2025-09-08hitPenn Wharton Budget Model: AI productivity peak annual contribution +0.2pp in 2032
    How: Mainstream macro model published projecting peak AI productivity boost in early 2030s
    Source: deep_research_enrichedconf 85%
  2. 2025-12-01hitGoldman Sachs forecast: US potential GDP accelerates to 2.3% in early 2030s as AI adoption broadens
    How: Top-tier IB publishes potential-GDP forecast with explicit AI-driven acceleration into early 2030s
    Source: deep_research_enrichedconf 85%
  3. 2025-12-01hitVanguard projects AI integration could lift US GDP growth to 3% annually by 2035 (20% productivity gain)
    How: Major asset manager publishes forecast explicitly linking AI to ≥3% US GDP growth in 2030s
    Source: deep_research_enrichedconf 78%
  4. 2027-12-31pendingScenario fires: NBER recession declared 2027
  5. 2027-01-01 → 2029-12-31pendingFirst single-quarter US GDP print >5% annualized attributed to AI productivity (leading indicator)
    How: BEA quarterly GDP release at >5% annualized with productivity decomposition crediting AI
    Source: deep_research_enrichedconf 30%
  6. 2028-12-31pendingScenario fires: NBER recession declared 2028
  7. 2030-06-01 → 2033-12-31pendingFirst annual US GDP growth print of 2x prior trend (≥4-5% real growth) confirming Wissner-Gross thesis (~early 2030s)
    How: BEA full-year GDP growth ≥4% real (vs ~2% prior trend), persistent for 2+ years
    Source: deep_research_enrichedconf 20%
  8. 2031-06-01 → 2033-12-31pendingYear-over-year US GDP growth crosses 100% (3x doubling) per Wissner-Gross/Musk vision (low-prob tail)
    How: BEA confirms YoY real GDP growth ≥100% — implies recursive AI-driven productivity explosion
    Source: deep_research_enrichedconf 5%

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: 32%)

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
LBP2026-05-10T02:00:02Z32.0%-1.1pp
Network propagation: 33.1% → 32.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z33.1%-2.0pp
Network propagation: 35.1% → 33.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.1%-3.1pp
Network propagation: 38.1% → 35.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z38.1%-6.9pp
Network propagation: 45.0% → 38.1%
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
prereq232_022
Triple-digit GDP growth is possible in the next 5 years due Ben Horowitz
41.8%0.4500.050-0.106
prereqSEM_030
S&P 500 roughly 10% upside in 2026 driven by AI productivityMike Wilson
42.8%0.4500.050-0.096
prereq238_068
Mark Pack Donovan to distribute 5% of wealth fund annually tMark Pack Donovan
42.9%0.4500.050-0.096
prereq230_009
US GDP growth will hit triple-digit (100%+) within 5 years pElon Musk
46.4%0.4500.050-0.089
prereq241_022
Data center buildout is ~1% of US GDP growthEric Schmidt
45.4%0.4500.050-0.086

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (18)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_039Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.Semis/ASICs
prereqSEM_048OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition).AI/Corporate
prereqSEM_006OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.AI/Finance
prereqSEM_045Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forcing total organizational transformations.Economy/Org
prereq241_022Data center buildout is ~1% of US GDP growthMacro/Economy
prereq240_042Economy will be 10x larger in 10 years (Elon's number)Macro/Economy
prereq236_018UBI/stimulus needed in 1-3 year timeframe, UBS in 3-8 yearsMacro/Economy
prereq238_068Mark Pack Donovan to distribute 5% of wealth fund annually to 44 people (UBI-style pod)Macro/Economy
prereq230_009US GDP growth will hit triple-digit (100%+) within 5 years per Elon Musk.Macro/Economy
prereqSEM_030S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap).Capital Markets
prereq232_022Triple-digit GDP growth is possible in the next 5 years due to AI.Macro/Economy
correlateS_RECESSION_2027NBER recession declared 2027macro_recession
correlateS_RECESSION_2028NBER recession declared 2028macro_recession
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (6)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.633manifoldWill May 2026 U.S. real personal consumption expenditures rise at least 0.3% month-over-month?24%mentionspending2026-06-06
0.631manifoldDouble digit USD inflation before 2028 election?37%mentionspending2026-05-26
0.621manifoldWill US inflation be 3% or more in 2027?58%mentionspending2026-06-06
0.586manifoldWill Poland surpass the UK in GDP per capita by PPP prior to 2035?42%mentionspending2026-04-26
0.586manifoldHow many Prime ministers will the UK have before 2028?mentionspending2026-05-15
0.559polymarketWill "The Breadwinner" Opening Weekend Box Office be between 6m and 7m?10%mentionspending2026-05-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "2x-3x GDP year-over-year",
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "SPECULATION",
  "role": "Host",
  "caveats": "If everything goes well",
  "context": "depicting what life in the early 2030s might look like if everything goes well and we see GDP 2xing or 3xing year-over-year",
  "to_year": 2033,
  "verbatim": "I I made this short film posted to social media called A Nation that learned to sprint depicting what life in the early 2030s might look like if everything goes well and we see GDP 2xing or 3xing year-over-year and what does a human quote unquote job even look like in a macroeconomic scenario like that.",
  "conv_cues": "might look like; if everything goes well",
  "direction": "NUMERIC_TARGET",
  "from_year": 2030,
  "timeframe": "early 2030s",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Penn Wharton Budget Model: AI productivity peak annual contribution +0.2pp in 2032",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -12,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://budgetmodel.wharton.upenn.edu/p/2025-09-08-the-projected-impact-of-generative-ai-on-future-productivity-growth/",
      "expected_date": "2025-09-08",
      "observed_date": "2025-09-08",
      "research_origin": "deep_research",
      "measurement_criterion": "Mainstream macro model published projecting peak AI productivity boost in early 2030s"
    },
    {
      "kind": "llm_pre_event",
      "label": "Goldman Sachs forecast: US potential GDP accelerates to 2.3% in early 2030s as AI adoption broadens",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.goldmansachs.com/insights/articles/what-is-the-us-economys-potential-growth-rate",
      "expected_date": "2025-12-01",
      "observed_date": "2025-12-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Top-tier IB publishes potential-GDP forecast with explicit AI-driven acceleration into early 2030s"
    },
    {
      "kind": "llm_pre_event",
      "label": "Vanguard projects AI integration could lift US GDP growth to 3% annually by 2035 (20% productivity gain)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.78,
      "source_url": "https://www.nl.vanguard/professional/insights/ai-productivity-and-the-future-of-work",
      "expected_date": "2025-12-01",
      "observed_date": "2025-12-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Major asset manager publishes forecast explicitly linking AI to ≥3% US GDP growth in 2030s"
    },
    {
      "kind": "prereq",
      "label": "OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.",
      "status": "partial",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_006",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31"
    },
    {
      "kind": "prereq",
      "label": "OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_048",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_039",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",

... (truncated)