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232_016predictionAIAI-timing

Super intelligence will discover new laws of physics and transformative inventions.

Predictor: Alex Wissner-Gross · ep#232 "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232" · source

Prior probability
50.0%
Current probability
42.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Super intelligence will discover new laws of physics and transformative inventions. | I am incredibly bullish that we'll be able to with super intelligence discover any new laws of physics discover transformative inventions

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
I am incredibly bullish that we'll be able to with super intelligence discover any new laws of physics discover transformative inventions

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

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.1%

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: 7 fired ✓ · 2 pending
  1. 2025-04-30hitAI system autonomously rediscovers a known physical law (Kepler/relativity tier)
    How: Peer-reviewed paper documents AI system (e.g., AI-Hilbert, AI-Newton) rediscovering Kepler's Third Law or comparable physical law without prior physical knowledge
    Source: https://arxiv.org/html/2504.01538v1conf 90%
    Notes: HIT — AI-Newton (arXiv 2504.01538) demonstrated concept-driven physical-law discovery without prior knowledge.
  2. 2026-04-22hitAI system discovers novel non-trivial physical phenomenon (not just rediscovery)
    How: Peer-reviewed publication documents AI-discovered particle interaction, plasma behavior, or other physical phenomenon not previously theorized
    Source: https://www.sciencedaily.com/releases/2026/04/260422044635.htmconf 85%
    Notes: HIT — ScienceDaily reports AI discovered new physics in dusty plasma (fourth state of matter).
  3. 2027-01-01 → 2028-06-30pendingWissner-Gross's Physical Superintelligence platform announces transformative invention
    How: Physical Superintelligence PBC (PSI) publicly announces a new invention/material/process attributable to its AI-driven discovery stack
    Source: https://theinnermostloop.substack.com/p/physical-superintelligenceconf 45%
  4. 2027-06-01 → 2028-06-30pendingOpenAI / DeepMind / Anthropic claim 'significant scientific discovery' from frontier model
    How: Frontier lab publicly announces and Nature/Science publishes peer-reviewed AI-driven discovery of meaningful new physical law or fundamental constant
    Source: https://www.adwaitx.com/ai-progress-recommendations-openai-2026-2028-timeline/conf 50%
    Notes: OpenAI explicitly forecasted 'significant discoveries' by 2028.
  5. 2028-01-01 → 2028-12-31pendingAI-derived physical principle replicated in independent lab (validation)
    How: Independent experimental group replicates AI-derived physical phenomenon in peer-reviewed paper
    Source: https://www.cam.ac.uk/research/news/new-ai-models-trained-on-physics-not-words-are-driving-scientific-discoveryconf 40%
    Notes: Cascade — replication is the threshold between 'AI suggests' and 'AI discovers'.

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: 42%)

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
LBP2026-05-10T02:00:02Z42.1%-1.0pp
Network propagation: 43.2% → 42.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z43.2%-1.5pp
Network propagation: 44.7% → 43.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.7%-2.2pp
Network propagation: 46.9% → 44.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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%0.5000.050-0.072
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.044
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.040
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.037
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.034

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%0.6500.050-0.079
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.068
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.057
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.052
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.030

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 (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.544arxivJordan Frame in Supergravity and Cosmologymentionspending2026-05-05
0.527arxivNovel $\mathcal{N}=2$ higher-spin supercurrentsmentionspending2026-06-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "PREDICTION",
  "role": "Host",
  "caveats": "Alex discloses portfolio company Physical Super Intelligence",
  "context": "so I am incredibly bullish that we'll be able to with super intelligence discover any new laws of physics discover transformative inventions for uh for disclosure purposes Since we're playing the disclosure game, I have a portfolio company, physical super intelligence, that's working on these issues as well.",
  "to_year": 2031,
  "verbatim": "I am incredibly bullish that we'll be able to with super intelligence discover any new laws of physics discover transformative inventions",
  "conv_cues": "incredibly bullish",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "unspecified future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI system autonomously rediscovers a known physical law (Kepler/relativity tier)",
      "notes": "HIT — AI-Newton (arXiv 2504.01538) demonstrated concept-driven physical-law discovery without prior knowledge.",
      "source": "https://arxiv.org/html/2504.01538v1",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://arxiv.org/html/2504.01538v1",
      "expected_date": "2025-04-30",
      "observed_date": "2025-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed paper documents AI system (e.g., AI-Hilbert, AI-Newton) rediscovering Kepler's Third Law or comparable physical law without prior physical knowledge"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI system discovers novel non-trivial physical phenomenon (not just rediscovery)",
      "notes": "HIT — ScienceDaily reports AI discovered new physics in dusty plasma (fourth state of matter).",
      "source": "https://www.sciencedaily.com/releases/2026/04/260422044635.htm",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.sciencedaily.com/releases/2026/04/260422044635.htm",
      "expected_date": "2026-04-22",
      "observed_date": "2026-04-22",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed publication documents AI-discovered particle interaction, plasma behavior, or other physical phenomenon not previously theorized"
    },
    {
      "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": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "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": -5,
      "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": -4,
      "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": -3,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",

... (truncated)