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232_015predictionAIAI-scaling

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

Prior probability
55.0%
Current probability
45.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2028-09-30
Edges in / out
11 / 5
Tickers exposed
37

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

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
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

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 ✓ · 6 pending
  1. 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 conjecture
    How: 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
    Source: OpenAI GPT-5.2 gluon-amplitude paper Feb 2026; Hassabis 'true innovation' 5-10 yr horizonconf 45%
  2. 2026-05-01 → 2027-08-31pendingFrontier-model release with explicit 'autonomous research agent' branding from at least one of OpenAI/Anthropic/Google DeepMind
    How: 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 case
    Source: Anthropic/OpenAI/DeepMind 2025-2026 capability roadmap; Amodei Davos 2026 'AI research automation' framingconf 60%
  3. 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 result
    How: 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 training
    Source: OpenAI 'Accelerating Science with GPT-5' (2026); Quantum Insider AI gluon-amplitude coverage Feb 2026conf 55%
  4. 2026-09-01 → 2027-12-31pendingMajor physics community body (APS, IOP, CERN) issues formal statement or working group on AI as scientific contributor
    How: American Physical Society, Institute of Physics, or CERN management publishes guidance addressing authorship, citation, or methodological standards for AI-generated theoretical results
    Source: Inferred from current Hacker News/community debate around GPT-5.2 gluon paperconf 40%
  5. 2027-01-01 → 2028-09-30pendingIndependent physical-laboratory experimental confirmation of an AI-derived theoretical prediction
    How: 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%
  6. 2027-10-01 → 2030-10-31pendingNobel Prize in Physics or major physics prize (Breakthrough, Wolf, Sakurai) cites AI-assisted discovery in award rationale
    How: Award committee press release or laudation explicitly notes that the discovery being honored was made with substantial AI assistance
    Source: Inferred cascade following AlphaFold 2024 Nobel Chemistry precedentconf 25%

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
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.059
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.047
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 (11)

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
correlateS_AGI_SLOW_2031AGI slow: Schmidt/Hassabis 5-10 year pathagi_general_capability
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.593arxivFundamental or Composite? The Higgs Enigmamentionspending2026-05-06
0.591arxivAlbertian Channel Memory in Black-Hole Evaporationmentionspending2026-05-04
0.582arxivMinimum lifetime of a black holementionspending2026-05-05
0.577arxivOptical properties of gravitating stringsmentionspending2026-06-03
0.558arxivStochastic modes in postquantum classical gravitymentionspending2026-05-06
0.553arxivPrimary Constraints of Newer General Relativitymentionspending2026-05-28
0.546arxivStable Magnetic Lorentz-Violating Vacua in Gauge-Invariant Nonlinear Electrodynamicsmentionspending2026-05-05
0.545arxivLight rings and optical appearances of naked singularities, solitons, and black holes in beyond Horndeski gravitymentionspending2026-05-28
0.544arxivJordan Frame in Supergravity and Cosmologymentionspending2026-05-05
0.537arxivDynamics and Radiative Signatures of Accretion Flows onto a Kerr-like Wormholementionspending2026-05-06

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "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": -9,
      "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": -8,
      "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": -7,
      "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": -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)