← Cockpit
230_038predictionAIAI-timing

AI will be net super-humanizing long-term despite short-term substitution effects.

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
41.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2033-06-01 – 2033-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

AI will be net super-humanizing long-term despite short-term substitution effects. | So I I I don't accept the premise that there will be any sort of permanent loss of essential skills due to AI automation. I do think that there is a a short-term substitution effect where AI drives down the cost of various skills or or various tasks, but over the long term, I expect AI automation to be net superhumanizing.

Verbatim quote

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
So I I I don't accept the premise that there will be any sort of permanent loss of essential skills due to AI automation. I do think that there is a a short-term substitution effect where AI drives down the cost of various skills or or various tasks, but over the long term, I expect AI automation to be net superhumanizing.

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 = 41.6%

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: 5 fired ✓ · 5 pending
  1. 2025-12-31hitLower-education productivity gap closes via AI access
    How: Peer-reviewed study or Council of Economic Advisers analysis confirms AI access narrows productivity gap between higher and lower education workers by >50%
    Source: CEA Jan 2026 'Great Divergence' paper; Goldman Sachs labor market analysis — AI closes 75% of baseline gapconf 95%
    Notes: HIT — CEA confirms AI 'super-humanizes' lower-education workers, 75% gap closure observed.
  2. 2026-01-01 → 2028-06-30pendingShort-term substitution evidenced by employment-share decline
    How: BLS reports >2pp decline in employment share for any 3-digit SOC occupation explicitly attributable to AI substitution in academic/Fed analysis
    Source: Goldman Sachs and CEA 2026 — customer service and clerical roles seeing employment declinesconf 70%
    Notes: Wissner-Gross acknowledges short-term substitution; this is the leading signal.
  3. 2027-06-01 → 2032-12-31pendingSkill-portfolio expansion vs. atrophy reported in workforce surveys
    How: WEF Future of Jobs survey or comparable shows aggregate worker skill-set count expanding (new+retained AI-aug skills > skills lost to atrophy) with net-positive trend over 2 successive surveys
    Source: WEF 2026 Future of Jobs Report; Cognizant 'New Work, New World' 2026conf 50%
  4. 2028-01-01 → 2033-06-30pendingLong-term net super-humanization measurable in productivity
    How: Multi-year BLS / OECD productivity series shows total-factor productivity growth >2.0% sustained for 3+ years across AI-exposed industries, with academic consensus attributing to human-AI complementarity
    Source: LPL Research 2026 — AI driving rising productivity; PwC 2026 study on AI-led growth focusconf 50%
    Notes: Direct test of 'long-term super-humanizing' claim.
  5. 2028-01-01 → 2033-06-30pendingAI complementarity exceeds substitution in worker self-report
    How: Repeated worker-survey (Pew, Gallup) shows >50% of AI-using workers report AI 'expanded my role/skills' rather than 'replaced part of my job', sustained 2+ surveys
    Source: Reference class: WEF/Cognizant survey methodologyconf 45%
    Notes: Captures 'no permanent loss of essential skills' claim from a worker-perception angle.
  6. 2036-08-14pendingPeople will be on Mars within 10 years
  7. 2036-09-06pendingMoon base will exist in 10 years

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
LBP2026-05-10T02:00:02Z41.6%-1.1pp
Network propagation: 42.7% → 41.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.7%-1.7pp
Network propagation: 44.4% → 42.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.4%-2.2pp
Network propagation: 46.6% → 44.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.6%-3.4pp
Network propagation: 50.0% → 46.6%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.067
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.5000.050-0.065
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.039
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.035
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.032

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.060
prereq239_009
People will be on Mars within 10 yearsElon Musk
30.9%0.5500.050-0.054
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.046
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.044
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.033

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq239_008Moon base will exist in 10 yearsSpace
prereq239_009People will be on Mars within 10 yearsSpace
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I don't accept the premise that there will be any sort of permanent loss of essential skills due to AI automation... over the long term, I expect AI automation to be net superhumanizing.",
  "to_year": 2040,
  "verbatim": "So I I I don't accept the premise that there will be any sort of permanent loss of essential skills due to AI automation. I do think that there is a a short-term substitution effect where AI drives down the cost of various skills or or various tasks, but over the long term, I expect AI automation to be net superhumanizing.",
  "conv_cues": "expect; I don't accept",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "long-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Lower-education productivity gap closes via AI access",
      "notes": "HIT — CEA confirms AI 'super-humanizes' lower-education workers, 75% gap closure observed.",
      "source": "CEA Jan 2026 'Great Divergence' paper; Goldman Sachs labor market analysis — AI closes 75% of baseline gap",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.whitehouse.gov/wp-content/uploads/2026/01/Artificial-Intelligence-and-the-Great-Divergence-5.pdf",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed study or Council of Economic Advisers analysis confirms AI access narrows productivity gap between higher and lower education workers by >50%"
    },
    {
      "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": -9,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Short-term substitution evidenced by employment-share decline",
      "notes": "Wissner-Gross acknowledges short-term substitution; this is the leading signal.",
      "source": "Goldman Sachs and CEA 2026 — customer service and clerical roles seeing employment declines",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-us-labor-market",
      "expected_date": "2027-04-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "BLS reports >2pp decline in employment share for any 3-digit SOC occupation explicitly attributable to AI substitution in academic/Fed analysis"
    },
    {
      "kind": "prereq",
      "label": "Stargate is a $500 billion multiyear capex program for distr
... (truncated)