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232_022predictionMacro/Economyeconomy

Triple-digit GDP growth is possible in the next 5 years due to AI.

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

Prior probability
50.0%
Current probability
41.8%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2031-12-31
Edges in / out
6 / 5
Tickers exposed
31

Prediction text

Triple-digit GDP growth is possible in the next 5 years due to AI. | the potential for you know a a tripledigit GDP growth in the next 5 years. Have you seen those predictions on GDP growth Ben? What do you think of them? I mean it does feel very possible.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
the potential for you know a a tripledigit GDP growth in the next 5 years. Have you seen those predictions on GDP growth Ben? What do you think of them? I mean it does feel very possible.

Predictor: Ben Horowitz

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Ben Horowitz 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

3 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.8%

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 pending
  1. 2026-12-17pendingQ1 window check-in (25%)
  2. 2026-04-01 → 2027-12-31pendingAnnual US GDP growth crosses 5% for first time since pandemic (vs ~2-3% baseline)
    How: BEA quarterly GDP release shows full-year US real GDP growth >= 5% (signal of AI productivity dividend)
    Source: deep_research_enrichedconf 32%
  3. 2027-12-02pendingQ2 window check-in (50%)
  4. 2027-01-01 → 2029-12-31pendingGlobal GDP growth crosses 5% (well above 3% trend)
    How: IMF World Economic Outlook prints annual global real GDP growth >= 5% for any year in window
    Source: deep_research_enrichedconf 25%
  5. 2028-11-16pendingQ3 window check-in (75%)
  6. 2027-01-01 → 2030-12-31pendingProductivity (TFP) growth in US rises to >= 3% annually (vs ~1% historical)
    How: BLS multifactor productivity release shows US TFP growth >= 3% per year, sustained for 4+ quarters
    Source: deep_research_enrichedconf 30%
  7. 2027-06-01 → 2030-12-31pendingSingle year shows >= 10% real GDP growth in any G20 economy primarily attributed to AI
    How: World Bank/IMF report attributes >= 10% annual GDP growth in any G20 nation primarily to AI-driven productivity gains
    Source: deep_research_enrichedconf 18%
  8. 2030-01-01 → 2031-12-31pendingTriple-digit (>= 100%) annual GDP growth at country or global level (Horowitz claim)
    How: Any IMF/World Bank/BEA data series shows >= 100% YoY real GDP growth at national or global level
    Source: deep_research_enrichedconf 5%

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
LBP2026-05-03T02:00:01Z41.8%-1.2pp
Network propagation: 43.0% → 41.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z43.0%-2.4pp
Network propagation: 45.4% → 43.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z45.4%-4.6pp
Network propagation: 50.0% → 45.4%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.500-0.053
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.500-0.030
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.500+0.028
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500-0.008
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.500+0.001

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_003
Global economy will grow 10x in 10 years (cited from Elon MuElon Musk
37.3%0.5500.050-0.117
prereq248_009
Elon Musk's economy will grow 10x in about 10 years.Elon Musk
37.3%0.5500.050-0.117
prereq230_035
GDP will 2x or 3x year-over-year in early 2030s if everythinAlex Wissner-Gross
32.0%0.4500.050-0.106
prereq239_027
Diamandis cites Musk: triple-digit GDP growth in 5+ yearsElon Musk
34.0%0.5000.050-0.105
prereq239_001
Global economy will be 10x its current size in 10 yearsElon Musk
37.7%0.6000.050-0.101

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_NO_RECESSION_5YNo NBER recession through 2031macro_recession
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq239_001Global economy will be 10x its current size in 10 yearsMacro/Economy
prereq246_003Global economy will grow 10x in 10 years (cited from Elon Musk).Macro/Economy
prereq248_009Elon Musk's economy will grow 10x in about 10 years.Macro/Economy
prereq239_027Diamandis cites Musk: triple-digit GDP growth in 5+ yearsMacro/Economy
prereq230_035GDP will 2x or 3x year-over-year in early 2030s if everything goes well.Macro/Economy

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.623manifoldWill Mexico's real GDP grow by at least 1.4% in 2026?69%mentionspending2026-05-01
0.617manifoldWill Vietnam's real GDP grow by at least 12% in 202612%mentionspending2026-06-02
0.553manifoldWill this party win the next UK general election? × Will the UK apply to join the EU in the five years after?mentionspending2026-04-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "triple-digit GDP growth",
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "FORECAST",
  "role": "Guest-VC",
  "caveats": "Ben hedges on the timing ('when it kicks in')",
  "context": "the potential for you know a a tripledigit GDP growth in the next 5 years. Have you seen those predictions on GDP growth Ben? What do you think of them? I mean it does feel very possible. ... so that doesn't seem outrageous to me as a as a GDB prediction. Now when it kicks in um and there's always a difference between when the technology is ready and how fast it's adopted.",
  "to_year": 2031,
  "verbatim": "the potential for you know a a tripledigit GDP growth in the next 5 years. Have you seen those predictions on GDP growth Ben? What do you think of them? I mean it does feel very possible.",
  "conv_cues": "feel very possible; doesn't seem outrageous",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "next 5 years",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": null,
      "expected_date": "2026-12-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Annual US GDP growth crosses 5% for first time since pandemic (vs ~2-3% baseline)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.32,
      "source_url": "https://www.piie.com/research/piie-charts/2025/most-large-advanced-economies-face-slower-gdp-growth-next-year-while",
      "expected_date": "2027-02-14",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "BEA quarterly GDP release shows full-year US real GDP growth >= 5% (signal of AI productivity dividend)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2027-12-02",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Global GDP growth crosses 5% (well above 3% trend)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.25,
      "source_url": "https://www.federalreserve.gov/econres/notes/feds-notes/india-and-the-global-economy-20260408.html",
      "expected_date": "2028-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "IMF World Economic Outlook prints annual global real GDP growth >= 5% for any year in window"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2028-11-16",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Productivity (TFP) growth in US rises to >= 3% annually (vs ~1% historical)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.3,
      "source_url": "https://www.piie.com/research/piie-charts/2025/most-large-advanced-economies-face-slower-gdp-growth-next-year-while",
      "expected_date": "2028-12-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "BLS multifactor productivity release shows US TFP growth >= 3% per year, sustained for 4+ quarters"
    },
    {
      "kind": "llm_pr
... (truncated)