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231_047predictionAIAI-timing

Solving physics with AI has very high likelihood in next 2 years.

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
43.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2028-09-30
Edges in / out
7 / 5
Tickers exposed
33

Prediction text

Solving physics with AI has very high likelihood in next 2 years. | If if we are in fact on a a route to not just solving math, which I think is is essentially indisputable uh at at this point, but solving physics in the next two years, I I think is has very high likelihood of happening.

Verbatim quote

From episode "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231"
If if we are in fact on a a route to not just solving math, which I think is is essentially indisputable uh at at this point, but solving physics in the next two years, I I think is has very high likelihood of happening.

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

3 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 43.5%

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 ✓ · 3 pending
  1. 2025-11-30hitAI discovers novel result in fluid dynamics or PDE singularities
    How: Peer-reviewed publication of AI-discovered new family of singularities in fluid PDEs (Euler/Navier-Stokes/Boussinesq) accepted in major physics/math journal
    Source: https://deepmind.google/blog/discovering-new-solutions-to-century-old-problems-in-fluid-dynamics/ — DeepMind systematic discovery of new unstable-singularity families across three fluid equationsconf 90%
    Notes: HIT — DeepMind's first-ever systematic discovery of new unstable singularity families is exactly the 'physics with AI' beachhead Wissner-Gross described.
  2. 2025-07-19hitFrontier model achieves IMO gold-medal level on official problems
    How: Major AI lab announces gold-medal-equivalent performance on IMO 2026 problems with formal verification (extends Gemini Deep Think / OpenAI 2025 gold result)
    Source: https://deepmind.google/blog/accelerating-mathematical-and-scientific-discovery-with-gemini-deep-think/ — Gemini Deep Think IMO gold 5/6 problems, 35 pointsconf 90%
    Notes: HIT — Gemini Deep Think + OpenAI both achieved gold at IMO 2025; supports Wissner-Gross's 'math essentially indisputable' framing.
  3. 2026-01-01 → 2027-06-30pendingAnthropic / OpenAI / DeepMind publish dedicated 'AI for physics' research program
    How: At least two of {OpenAI, Anthropic, DeepMind, xAI} stand up named AI-for-physics initiative with public papers, datasets, or partnerships with national labs
    Source: https://blog.google/innovation-and-ai/models-and-research/google-deepmind/ai-for-math/ — DeepMind + Google.org AI for Math Initiative as templateconf 70%
  4. 2026-01-01 → 2027-09-30pendingAI co-author on physics result honored by major prize / Nature cover
    How: AI-assisted physics discovery (e.g., AlphaFold-class for theoretical physics, Gegenbauer-polynomial cosmic-string radiation result, etc.) appears as Nature/Science cover paper or wins major physics prize
    Source: https://deepmind.google/blog/accelerating-mathematical-and-scientific-discovery-with-gemini-deep-think/ — Gegenbauer-polynomial cosmic-string gravitational radiation closed-form resultconf 60%
  5. 2026-06-01 → 2028-09-30pendingOpen problem in theoretical physics resolved by AI (yes-or-no benchmark)
    How: AI system independently resolves a Clay Millennium-adjacent or comparable long-standing open problem in physics (e.g., Yang-Mills mass gap, Navier-Stokes regularity, holographic dual proofs)
    Source: Wissner-Gross podcast quote; broader DeepMind AlphaProof / AlphaEvolve trajectory in mathconf 25%
    Notes: Cascade — 'solving physics' is contested. Strong reading (Millennium-class) is unlikely by 2028-09. Soft reading (any well-posed open problem) is plausible.

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: 43%)

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
LBP2026-05-03T02:00:01Z43.5%-1.4pp
Network propagation: 44.8% → 43.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.0pp
Network propagation: 46.8% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.8%-3.2pp
Network propagation: 50.0% → 46.8%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.057
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.050
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.042
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5000.050-0.037
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500-0.025

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.073
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.062
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.051
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.045
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.024

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=HklyjXKYFng",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "If if we are in fact on a a route to not just solving math, which I think is is essentially indisputable uh at at this point, but solving physics in the next two years, I I think is has very high likelihood of happening. then I think there are probably going to be big surprises.",
  "to_year": 2028,
  "verbatim": "If if we are in fact on a a route to not just solving math, which I think is is essentially indisputable uh at at this point, but solving physics in the next two years, I I think is has very high likelihood of happening.",
  "conv_cues": "very high likelihood; indisputable",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "next two years",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI discovers novel result in fluid dynamics or PDE singularities",
      "notes": "HIT — DeepMind's first-ever systematic discovery of new unstable singularity families is exactly the 'physics with AI' beachhead Wissner-Gross described.",
      "source": "https://deepmind.google/blog/discovering-new-solutions-to-century-old-problems-in-fluid-dynamics/ — DeepMind systematic discovery of new unstable-singularity families across three fluid equations",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://deepmind.google/blog/discovering-new-solutions-to-century-old-problems-in-fluid-dynamics/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-11-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed publication of AI-discovered new family of singularities in fluid PDEs (Euler/Navier-Stokes/Boussinesq) accepted in major physics/math journal"
    },
    {
      "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": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier model achieves IMO gold-medal level on official problems",
      "notes": "HIT — Gemini Deep Think + OpenAI both achieved gold at IMO 2025; supports Wissner-Gross's 'math essentially indisputable' framing.",
      "source": "https://deepmind.google/blog/accelerating-mathematical-and-scientific-discovery-with-gemini-deep-think/ — Gemini Deep Think IMO gold 5/6 problems, 35 points",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://deepmind.google/blog/accelerating-mathematical-and-scientific-discovery-with-gemini-deep-think/",
      "expected_date": "2026-07-31",
      "observed_date": "2025-07-19",
      "research_origin": "deep_research",
      "measuremen
... (truncated)