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231_023predictionMacro/EconomyAI-scaling

US crime rates should continue to decline due to location services and surveillance.

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

Prior probability
55.0%
Current probability
45.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

US crime rates should continue to decline due to location services and surveillance. | The crime rate in the US has plummeted. I mean, absolutely plummeted. And it's due to two things. Location services, knowing where all police are at all times, better control of location, and then after that surveillance. Uh, and so that is the good side effect. Crime rates should continue to go.

Verbatim quote

From episode "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231"
The crime rate in the US has plummeted. I mean, absolutely plummeted. And it's due to two things. Location services, knowing where all police are at all times, better control of location, and then after that surveillance. Uh, and so that is the good side effect. Crime rates should continue to go.

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.4%

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: 4 fired ✓ · 5 pending
  1. 2026-06-01 → 2028-06-30pendingMajor US city deploys AI surveillance/predictive-policing at scale (Blundin's mechanism)
    How: NYC, LA, Chicago, Houston, or Phoenix announces production deployment of AI-driven surveillance/predictive policing covering >50% of patrol footprint, with public budget line >=$50M and city-council disclosed metrics
    Source: Blundin's causal mechanism is location services + surveillance; scale-out is leading signal for 2028 outcomeconf 55%
  2. 2026-06-01 → 2028-06-30pendingPrivacy/civil-liberties pushback creates state-level surveillance restrictions
    How: 3+ US states enact laws restricting facial-recognition, license-plate readers, or location-data sharing by police, narrowing surveillance footprint described in Blundin claim
    Source: Counter-mechanism — if surveillance is restricted before 2028 the causal chain breaksconf 65%
  3. 2027-07-01 → 2027-09-01pendingReal-Time Crime Index midyear 2027 confirms or reverses 2025 record decline
    How: RTCI midyear 2027 tally across ~600 jurisdictions shows direction of crime trend vs 2026; sustained decline = thesis support, +5% reversal = thesis miss leading signal
    Source: RTCI tracks ~600 jurisdictions in near-real-time; midyear is earliest large-sample directional readconf 80%
  4. 2027-09-01 → 2027-12-31pendingFBI UCR 2026 annual data shows continued violent-crime decline OR reverses
    How: FBI Crime in the Nation 2026 release shows national violent-crime rate change vs 2025; either decline of >=2% (continuation) or rise of >=2% (reversal). Murder is the cleanest sub-indicator.
    Source: FBI 2024 violent crime -4.5%, murder -14.9%; 2025 RTCI shows ~20% murder drop; 2026 reversal predicted by some analystsconf 85%
    Notes: Direct continuation test of Blundin's 'should continue to decline' claim.
  5. 2028-09-01 → 2028-12-31pending2028 violent crime rate published by FBI shows confirmed direction
    How: FBI 2027 final or 2028 preliminary UCR data published, showing aggregate violent crime rate per 100k vs 2025 baseline (368.9/100k pre-2024 decline). Sustained <320/100k = hit, >380/100k = miss.
    Source: Definitive observation point — 2028 rate is the prediction's resolutionconf 95%

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: 45%)

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
LBP2026-05-10T02:00:02Z45.4%-1.1pp
Network propagation: 46.5% → 45.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.5%-2.0pp
Network propagation: 48.5% → 46.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.5%-2.6pp
Network propagation: 51.2% → 48.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.2%-3.8pp
Network propagation: 55.0% → 51.2%
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%0.0500.550-0.079
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5500.050-0.069
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.068
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.054
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.046

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.052
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.045
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.037
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.028
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.024

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_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=HklyjXKYFng",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "The crime rate in the US has plummeted...and it's due to two things. Location services, knowing where all police are at all times, better control of location, and then after that surveillance. Uh, and so that is the good side effect. Crime rates should continue to go.",
  "to_year": 2030,
  "verbatim": "The crime rate in the US has plummeted. I mean, absolutely plummeted. And it's due to two things. Location services, knowing where all police are at all times, better control of location, and then after that surveillance. Uh, and so that is the good side effect. Crime rates should continue to go.",
  "conv_cues": "should continue",
  "direction": "DOWN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "MEDIUM",
  "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": -9,
      "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": -8,
      "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": -7,
      "source_id": "SEM_014",
      "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": -6,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Major US city deploys AI surveillance/predictive-policing at scale (Blundin's mechanism)",
      "source": "Blundin's causal mechanism is location services + surveillance; scale-out is leading signal for 2028 outcome",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-06-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "NYC, LA, Chicago, Houston, or Phoenix announces production deployment of AI-driven surveillance/predictive policing covering >50% of patrol footprint, with public budget line >=$50M and city-council disclosed metrics"
    },
    {
      "kind": "llm_post_event",
      "label": "Privacy/civil-liberties pushback creates state-level surveillance restrictions",
      "source": "Counter-mechanism — if surveillance is restricted before 2028 the causal chain breaks",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2027-06-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-06-01
... (truncated)