AI will discover something as significant as relativity in physics within the next two years.
Predictor: Dave Blundin · ep#232 "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232" · source
Prediction text
AI will discover something as significant as relativity in physics within the next two years. | What when are we going to have discovery by an AI of something as significant as relativity on its own? I think next two years.
Verbatim quote
What when are we going to have discovery by an AI of something as significant as relativity on its own? I think next two years.
Predictor: Dave Blundin
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-04-30 → 2027-06-30pendingGPT-5.2-style scaffolded reasoning agent extends or generalizes the gluon-amplitude result to a second open theoretical-physics conjectureHow: Public technical report from OpenAI/DeepMind/Anthropic or arXiv preprint demonstrates AI-derived novel result in a domain other than scattering amplitudes (e.g., condensed matter, GR/cosmology, QCD lattice) that survives expert review for at least 30 days without rebuttalSource: OpenAI GPT-5.2 gluon-amplitude paper Feb 2026; Hassabis 'true innovation' 5-10 yr horizonconf 45%
- 2026-05-01 → 2027-08-31pendingFrontier-model release with explicit 'autonomous research agent' branding from at least one of OpenAI/Anthropic/Google DeepMindHow: Public product launch where the model is positioned as conducting independent multi-day or multi-week research projects with minimal human supervision; product page references scientific discovery or theorem-proving as primary use caseSource: Anthropic/OpenAI/DeepMind 2025-2026 capability roadmap; Amodei Davos 2026 'AI research automation' framingconf 60%
- 2026-05-01 → 2027-12-31pendingMajor AI lab publishes peer-reviewed scientific paper in which AI is credited as primary author of a novel theoretical-physics resultHow: Peer-reviewed publication (Nature/Science/Physical Review Letters/PRX) where the model (e.g., GPT-5.x, Gemini-3, Claude-Opus-N) is named as a co-author or primary derivation engine for a result that was not previously known; publication explicitly states the AI generated the proof or formula not retrieved from trainingSource: OpenAI 'Accelerating Science with GPT-5' (2026); Quantum Insider AI gluon-amplitude coverage Feb 2026conf 55%
- 2026-09-01 → 2027-12-31pendingMajor physics community body (APS, IOP, CERN) issues formal statement or working group on AI as scientific contributorHow: American Physical Society, Institute of Physics, or CERN management publishes guidance addressing authorship, citation, or methodological standards for AI-generated theoretical resultsSource: Inferred from current Hacker News/community debate around GPT-5.2 gluon paperconf 40%
- 2027-01-01 → 2028-09-30pendingIndependent physical-laboratory experimental confirmation of an AI-derived theoretical predictionHow: A laboratory not part of the AI lab's parent organization runs an experiment whose design or predicted result was generated by an AI system; results published with explicit attribution; per Mengdi Wang 'real discovery validation has to be done in the physical lab'Source: Science News 'AI-enabled scientific discovery'; OpenAI Red Queen Bio 79x molecular cloning improvementconf 35%
- 2027-10-01 → 2030-10-31pendingNobel Prize in Physics or major physics prize (Breakthrough, Wolf, Sakurai) cites AI-assisted discovery in award rationaleHow: Award committee press release or laudation explicitly notes that the discovery being honored was made with substantial AI assistanceSource: Inferred cascade following AlphaFold 2024 Nobel Chemistry precedentconf 25%
What if this resolves?
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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 |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.550 | -0.079 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.550 | 0.050 | -0.069 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.550 | 0.050 | -0.068 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.550 | -0.054 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.046 |
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 | -0.059 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.047 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.037 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.028 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.024 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (11)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| 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_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| correlate | S_AGI_SLOW_2031 | AGI slow: Schmidt/Hassabis 5-10 year path | agi_general_capability | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| 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 | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.593 | arxiv | Fundamental or Composite? The Higgs Enigma | — | mentions | pending | 2026-05-06 |
| 0.591 | arxiv | Albertian Channel Memory in Black-Hole Evaporation | — | mentions | pending | 2026-05-04 |
| 0.582 | arxiv | Minimum lifetime of a black hole | — | mentions | pending | 2026-05-05 |
| 0.577 | arxiv | Optical properties of gravitating strings | — | mentions | pending | 2026-06-03 |
| 0.558 | arxiv | Stochastic modes in postquantum classical gravity | — | mentions | pending | 2026-05-06 |
| 0.553 | arxiv | Primary Constraints of Newer General Relativity | — | mentions | pending | 2026-05-28 |
| 0.546 | arxiv | Stable Magnetic Lorentz-Violating Vacua in Gauge-Invariant Nonlinear Electrodynamics | — | mentions | pending | 2026-05-05 |
| 0.545 | arxiv | Light rings and optical appearances of naked singularities, solitons, and black holes in beyond Horndeski gravity | — | mentions | pending | 2026-05-28 |
| 0.544 | arxiv | Jordan Frame in Supergravity and Cosmology | — | mentions | pending | 2026-05-05 |
| 0.537 | arxiv | Dynamics and Radiative Signatures of Accretion Flows onto a Kerr-like Wormhole | — | mentions | pending | 2026-05-06 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
"mode": "PREDICTION",
"role": "Host",
"context": "And I also add I I do think we're going to discover the next relativity or equivalent of relativity in physics as well with AI. I I I'm predicting super interested in that as well. Prediction. What would you like to hear? Next relativity. What when are we going to have discovery by an AI of something as significant as relativity on its own? I think next two years.",
"to_year": 2028,
"verbatim": "What when are we going to have discovery by an AI of something as significant as relativity on its own? I think next two years.",
"conv_cues": "I think",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "next two years",
"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.",
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"label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
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{
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"label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
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"ordinal": -6,
"source_id": "SEM_015",
"expected_date": "2026-06-25",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "GPT-5.2-style scaffolded reasoning agent extends or generalizes the gluon-amplitude result to a second open theoretical-physics conjecture",
"source": "OpenAI GPT-5.2 gluon-amplitude paper Feb 2026; Hassabis 'true innovation' 5-10 yr horizon",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.45,
"source_url": "https://thequantuminsider.com/2026/02/13/ai-scientist-spots-what-physicists-missed-in-gluon-scattering/",
"expected_date": "2026-11-29",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-04-30"
},
"measurement_criterion": "Public technical report from OpenAI/DeepMind/Anthropic or arXiv preprint demonstrates AI-derived novel result in a domain other than scattering amplitudes (e.g., condensed matter, GR/cosmology, QCD lattice) that survives expert review for at least 30 days without rebuttal"
},
{
"kind": "llm_pre_event",
"label": "Frontier-model release with explicit 'autonomous research agent' branding from at least one of OpenAI/Anthropic/Google DeepMind",
"source": "Anthropic/OpenAI/DeepMind 2025-2026 capability roadmap; Amodei Davos 2026 'AI research automation' framing",
"status": "pending",
"weight": 0.4,
"ordina
... (truncated)