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231_004predictionAIAI-timing

The solution wavefront will spread from math/coding to physics, chemistry, and other fields.

Predictor: Alex Wissner-Gross · ep#231 "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231" · source

Prior probability
50.0%
Current probability
39.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

The solution wavefront will spread from math/coding to physics, chemistry, and other fields. | This is the beginning of the wavefront. This is the infection the contagion spreading from coding and math to physics and chemistry.

Verbatim quote

From episode "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231"
This is the beginning of the wavefront. This is the infection the contagion spreading from coding and math to physics and chemistry.

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%2026-04-302026-05-022026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 39.6%

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: 6 fired ✓ · 1 overdue ⏱ · 3 pending
  1. 2025-07-31hitAI achieves gold medal-level performance on 2025 IMO
    How: Frontier LLM (Google Gemini Deep Think and/or OpenAI experimental model) scores >=35/42 (gold cutoff) on official 2025 International Mathematical Olympiad problems with verified evaluation
    Source: https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/conf 99%
    Notes: HIT — Both Google Gemini Deep Think and OpenAI achieved IMO 2025 gold medal performance, independently verified by IMO coordinators.
  2. 2025-12-31overdueAI receives gold-medal ratings on physics and chemistry olympiad written exams
    How: Frontier model (Gemini Deep Think) achieves gold-medal-level ratings on International Physics Olympiad (IPhO) and International Chemistry Olympiad (IChO) written exams with public verification
    Source: https://intuitionlabs.ai/articles/ai-reasoning-math-olympiad-imoconf 85%
    Notes: Reported by IntuitionLabs that Gemini Deep Think also received gold medal ratings on physics and chemistry olympiad written exams in 2025.
  3. 2026-06-01 → 2027-06-30pendingFrontier AI demonstrates measurable scientific research contribution in physics or chemistry
    How: At least one peer-reviewed physics or chemistry paper credits a frontier LLM with novel result generation (not just literature review) in arXiv or Nature/Science
    Source: https://openai.com/index/frontierscience/conf 65%
    Notes: OpenAI's FrontierScience initiative explicitly evaluating model ability on scientific research tasks beyond olympiad benchmarks.
  4. 2026-06-01 → 2027-12-31pendingFrontier model scores >=85% on graduate-level physics and chemistry benchmarks (GPQA Diamond)
    How: Public model (OpenAI/Anthropic/Google) reports >=85% accuracy on GPQA Diamond physics and chemistry subsets in published technical report or model card
    Source: Model technical reports (OpenAI, Anthropic, Google DeepMind)conf 75%
    Notes: GPQA Diamond is the standard graduate-level physics/chemistry/biology benchmark; a primary measure of wavefront spread from coding/math.
  5. 2026-09-01 → 2027-12-31pendingWavefront spreads to biology / biomedical: AI co-authors notable drug-discovery or protein-design result
    How: Public announcement of at least one drug candidate, protein design, or materials discovery primarily attributed to a frontier LLM (not just AlphaFold-class specialist) in peer-reviewed venue or major lab press release
    Source: Industry tracking (Nature Biotech, Science, MIT Tech Review)conf 55%
  6. 2027-06-01 → 2027-12-31pendingBy 2027 mid-year, frontier AI surpasses human expert performance on majority of STEM olympiad-level domains
    How: Frontier model achieves gold/expert-equivalent on >=4 of 6 international olympiad domains (math, physics, chemistry, biology, informatics, linguistics) per published evaluations
    Source: Olympiad organizers + frontier lab reportsconf 70%
    Notes: Aligns with prediction window 2027 mid-year for full wavefront spread across STEM.

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: 40%)

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
LBP2026-05-03T02:00:01Z39.6%+1.9pp
Network propagation: 37.7% → 39.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z37.7%-7.0pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.377 blend=0.377 LLR=-0.291 κ=0.84 no_blend
Raw metadata
{
  "trf": 1,
  "kappa": 0.8438,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.21232187956239004,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4471180434475905,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.7172299999999999,
      "label": "AI receives gold-medal ratings on physics and chemistry olympiad written exams",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.85,
      "source_url": "https://intuitionlabs.ai/articles/ai-reasoning-math-olympiad-imo",
      "adjusted_llr": -0.2908117394884187,
      "expected_date": "2025-12-31",
      "measurement_criterion": "Frontier model (Gemini Deep Think) achieves gold-medal-level ratings on International Physics Olympiad (IPhO) and International Chemistry Olympiad (IChO) written exams with public verification"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.37680453977376144,
  "posterior_logit": -0.5031336190508088,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.37680453977376144,
  "blended_posterior": 0.37680453977376144,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2908117394884187,
  "predictor_n_resolved": 11
}
LBP2026-04-30T16:39:51Z44.7%-2.2pp
Network propagation: 46.9% → 44.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.059
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.047
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.500+0.037
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.018
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.014

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.068
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.063
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.061
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.044
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.036

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
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
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
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
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.641arxivEmergent Transfer of a Physics Foundation Model from Simulation to Laboratory Turbulencementionspending2026-05-31
0.637arxivWhen, why, and how do diffusion posterior samplers fail? A finite-sample lensmentionspending2026-05-28
0.634arxivChallenges to Understanding Celestial Holography from the Bottom Upmentionspending2026-05-06
0.623arxivRevisiting semiclassical scalar QED in 1+1 dimensionsmentionspending2026-05-04
0.615arxivPODiff: Latent Diffusion in Proper Orthogonal Decomposition Space for Scientific Super-Resolutionmentionspending2026-05-05
0.614arxivDirichlet walls and the end of timementionspending2026-06-03
0.608arxivDiverse Sampling in Diffusion Models with Marginal Preserving Particle Guidancementionspending2026-05-07
0.607arxivHadronic lensingmentionspending2026-05-04
0.605arxivDiffusion-Based Posterior Sampling: A Feynman-Kac Analysis of Bias and Stabilitymentionspending2026-05-07
0.605arxivModular flow of Celestial Conformal Field Theorymentionspending2026-05-05

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=HklyjXKYFng",
  "mode": "THESIS",
  "role": "Host",
  "context": "This is the model that achieves gold level performance at the physics olympiad, the math olympiad, the chemistry olympiad...This is the beginning of the wavefront. This is the infection the contagion spreading from coding and math to physics and chemistry.",
  "to_year": 2028,
  "verbatim": "This is the beginning of the wavefront. This is the infection the contagion spreading from coding and math to physics and chemistry.",
  "conv_cues": "This is the beginning",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "near future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI achieves gold medal-level performance on 2025 IMO",
      "notes": "HIT — Both Google Gemini Deep Think and OpenAI achieved IMO 2025 gold medal performance, independently verified by IMO coordinators.",
      "source": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "expected_date": "2025-07-31",
      "observed_date": "2025-07-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Frontier LLM (Google Gemini Deep Think and/or OpenAI experimental model) scores >=35/42 (gold cutoff) on official 2025 International Mathematical Olympiad problems with verified evaluation"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI receives gold-medal ratings on physics and chemistry olympiad written exams",
      "notes": "Reported by IntuitionLabs that Gemini Deep Think also received gold medal ratings on physics and chemistry olympiad written exams in 2025.",
      "source": "https://intuitionlabs.ai/articles/ai-reasoning-math-olympiad-imo",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://intuitionlabs.ai/articles/ai-reasoning-math-olympiad-imo",
      "expected_date": "2025-12-31",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Frontier model (Gemini Deep Think) achieves gold-medal-level ratings on International Physics Olympiad (IPhO) and International Chemistry Olympiad (IChO) written exams with public verification"
    },
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "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": -5,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "ob
... (truncated)