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231_048predictionAIAI-timing

Thousands of experiments from permissionless disruptive innovation will completely change the game.

Predictor: Salim Ismail · 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
46.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Thousands of experiments from permissionless disruptive innovation will completely change the game. | We're going to see thousands of experiments like this and some of them are going to completely change the game.

Verbatim quote

From episode "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231"
We're going to see thousands of experiments like this and some of them are going to completely change the game.

Predictor: Salim Ismail

κ + Brier as of 2026-05-22
κ (discount)
0.643
Brier
0.0144
excellent
Hits / Misses
1 / 0
of 2 resolved
Hit rate
50.0%
Calibration plot (stated vs observed)

Evidence about this node from Salim Ismail 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 = 46.3%

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 ✓ · 4 pending
  1. 2026-02-01hitOpen-source AI literature-review tool beats major LLMs (permissionless innovation)
    How: Nature documents open-source / academic AI tool surpassing major commercial LLMs — proof of permissionless experiment outcompeting incumbents
    Source: Nature: Open-source AI tool beats giant LLMs in literature reviewsconf 80%
  2. 2026-01-01 → 2026-12-31pendingActive AI/agent open-source projects reach 10,000+ on GitHub
    How: GitHub trending / OpenRouter agent registry shows >=10,000 actively-maintained AI agent / LLM application repos with non-trivial usage
    Source: GitHub Octoverse 2026; HuggingFace model hub statsconf 70%
  3. 2026-06-01 → 2027-12-31pendingFirst sub-$1M AI startup achieves $1B ARR or $1B valuation in <12 months
    How: AI/agent startup founded with <$1M seed reaches $1B ARR or $1B valuation within 12 months of launch — exemplar of Salim Ismail ExO/permissionless thesis
    Source: Crunchbase, PitchBook tracking; press coverageconf 55%
  4. 2027-01-01 → 2028-12-31pendingPermissionless agentic disruption creates new $10B+ market category
    How: Industry analysts (Gartner, IDC, a16z) recognize new market category created by permissionless AI experimentation with >=$10B aggregate revenue (e.g., AI legal automation, AI customer support agents)
    Source: Gartner Hype Cycle / IDC Trackerconf 50%
  5. 2027-06-01 → 2028-12-31pendingTop-50 incumbent collapses or reverses course due to permissionless competitor
    How: Fortune-500 incumbent files Chapter 11, exits market, or executes >=50% strategic pivot specifically attributed to permissionless AI competitor
    Source: SEC filings; financial pressconf 35%
    Notes: Operationalizes 'completely change the game' as a measurable incumbent collapse event.

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: 46%)

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
LBP2026-05-10T02:00:02Z46.3%-1.1pp
Network propagation: 47.4% → 46.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.4%-1.7pp
Network propagation: 49.1% → 47.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.1%-2.4pp
Network propagation: 51.5% → 49.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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%0.5500.050-0.081
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050-0.049
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5500.050-0.044
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.042
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.037

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%0.6500.050-0.054
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.042
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.033
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.024
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.009

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
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 (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.648arxivUnintended Negative Impacts of Promotional Language in Patent Evaluationmentionspending2026-05-06
0.586manifoldWill Hack Club Stardance add a gambling/feature that resembles probability-based games6%mentionspending2026-06-04
0.573polymarketValorant: FlyQuest RED vs Shopify Rebellion Gold (BO5) - VCT Game Changers North America Playoffs14%mentionspending2026-06-04
0.556github_releasefacebookresearch/projectaria_tools 2.1.1mentionspending2025-12-11
0.534github_release1x-technologies/halodi-unity-package-creator 0.2.10mentionspending2020-11-10

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "thousands",
  "url": "https://www.youtube.com/watch?v=HklyjXKYFng",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "Exponential systems resist long-term monop monopolization because they they tend to decentralize...We're going to see thousands of experiments like this and some of them are going to completely change the game.",
  "to_year": 2030,
  "verbatim": "We're going to see thousands of experiments like this and some of them are going to completely change the game.",
  "conv_cues": "going to; completely change",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Open-source AI literature-review tool beats major LLMs (permissionless innovation)",
      "source": "Nature: Open-source AI tool beats giant LLMs in literature reviews",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.8,
      "source_url": "https://www.nature.com/articles/d41586-026-00347-9",
      "expected_date": "2026-02-01",
      "observed_date": "2026-02-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Nature documents open-source / academic AI tool surpassing major commercial LLMs — proof of permissionless experiment outcompeting incumbents"
    },
    {
      "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": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Active AI/agent open-source projects reach 10,000+ on GitHub",
      "source": "GitHub Octoverse 2026; HuggingFace model hub stats",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "GitHub trending / OpenRouter agent registry shows >=10,000 actively-maintained AI agent / LLM application repos with non-trivial usage"
    },
    {
      "kind": "llm_pre_event",
      "label": "First sub-$1M AI startup achieves $1B ARR or $1B valuation in <12 months",
      "source": "Crunchbase, PitchBook tracking; press coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
   
... (truncated)