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
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
We're going to see thousands of experiments like this and some of them are going to completely change the game.
Predictor: Salim Ismail
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 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 incumbentsSource: Nature: Open-source AI tool beats giant LLMs in literature reviewsconf 80%
- 2026-01-01 → 2026-12-31pendingActive AI/agent open-source projects reach 10,000+ on GitHubHow: GitHub trending / OpenRouter agent registry shows >=10,000 actively-maintained AI agent / LLM application repos with non-trivial usageSource: GitHub Octoverse 2026; HuggingFace model hub statsconf 70%
- 2026-06-01 → 2027-12-31pendingFirst sub-$1M AI startup achieves $1B ARR or $1B valuation in <12 monthsHow: AI/agent startup founded with <$1M seed reaches $1B ARR or $1B valuation within 12 months of launch — exemplar of Salim Ismail ExO/permissionless thesisSource: Crunchbase, PitchBook tracking; press coverageconf 55%
- 2027-01-01 → 2028-12-31pendingPermissionless agentic disruption creates new $10B+ market categoryHow: 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%
- 2027-06-01 → 2028-12-31pendingTop-50 incumbent collapses or reverses course due to permissionless competitorHow: Fortune-500 incumbent files Chapter 11, exits market, or executes >=50% strategic pivot specifically attributed to permissionless AI competitorSource: SEC filings; financial pressconf 35%Notes: Operationalizes 'completely change the game' as a measurable incumbent collapse event.
What if this resolves?
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
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.550 | 0.050 | -0.081 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.550 | 0.050 | -0.049 |
| prereq | 235_002 Anthropic will exceed OpenAI in revenue this year (2026). — Dave Blundin | 74.6% | 0.550 | 0.050 | -0.044 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.550 | 0.050 | -0.042 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.037 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.054 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.042 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.033 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.024 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | -0.009 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_002 | Anthropic will exceed OpenAI in revenue this year (2026). | AI | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | SEM_034 | True 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)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.648 | arxiv | Unintended Negative Impacts of Promotional Language in Patent Evaluation | — | mentions | pending | 2026-05-06 |
| 0.586 | manifold | Will Hack Club Stardance add a gambling/feature that resembles probability-based games | 6% | mentions | pending | 2026-06-04 |
| 0.573 | polymarket | Valorant: FlyQuest RED vs Shopify Rebellion Gold (BO5) - VCT Game Changers North America Playoffs | 14% | mentions | pending | 2026-06-04 |
| 0.556 | github_release | facebookresearch/projectaria_tools 2.1.1 | — | mentions | pending | 2025-12-11 |
| 0.534 | github_release | 1x-technologies/halodi-unity-package-creator 0.2.10 | — | mentions | pending | 2020-11-10 |
Raw metadata
{
"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)