San Francisco will become capital of the solar system in about 10 years if trends continue.
Predictor: Alex Wissner-Gross · ep#232 "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232" · source
Prediction text
San Francisco will become capital of the solar system in about 10 years if trends continue. | if the trend continues, San Francisco will end up being the capital of the entire solar system in just, you know, about 10 years.
Verbatim quote
if the trend continues, San Francisco will end up being the capital of the entire solar system in just, you know, about 10 years.
Predictor: Alex Wissner-Gross
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-01-15hitSF AI startup funding share exceeds 50% of global AI VCHow: PitchBook/CB Insights data shows San Francisco metro AI VC inflows >=50% of global AI VCSource: deep_research_enrichedconf 85%
- 2026-09-01 → 2028-12-31pendingSF unicorn count crosses 250How: CB Insights / PitchBook unicorn tracker shows >=250 SF-headquartered unicornsSource: deep_research_enrichedconf 65%
- 2027-01-01 → 2032-12-31pendingFirst AI-related US company crosses $1T market cap headquartered in SFHow: OpenAI, Anthropic, or another SF-headquartered AI-pure-play reaches public-market or last-round valuation >=$1TSource: llm_enrichedconf 50%
- 2030-01-01 → 2035-12-31pendingSF metro share of S&P 500 market cap exceeds 25%How: S&P / FactSet data shows SF/Bay Area-headquartered companies >=25% of S&P 500 weightSource: llm_enrichedconf 40%
- 2032-01-01 → 2036-12-31pendingOff-Earth commercial activity tied primarily to SF/Bay-Area HQs (SpaceX, Tesla satellite ops, Anthropic compute)How: Industry tally of commercial off-Earth revenue shows >=60% accruing to Bay Area-headquartered firmsSource: llm_enrichedconf 30%
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% | 0.400 | 0.050 | -0.060 |
| prereq | SEM_005 Stargate is a $500 billion multiyear capex program for distr — Sam Altman | 72.3% | 0.400 | 0.050 | -0.058 |
| prereq | 235_002 Anthropic will exceed OpenAI in revenue this year (2026). — Dave Blundin | 74.6% | 0.400 | 0.050 | -0.035 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.400 | 0.050 | -0.033 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.400 | 0.050 | -0.027 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 244_029 Combustion engines largely gone in 20 years but world will b — Dara Khosrowshahi | 35.4% | 0.550 | 0.050 | -0.136 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.092 |
| prereq | 232_047 Mass drivers on the moon will shoot AI satellites into deep — Elon Musk | 30.0% | 0.550 | 0.050 | -0.082 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| 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 | 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_005 | Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership). | AI/Infrastructure | — |
| 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 (3)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_047 | Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow. | Space | — |
| prereq | 244_029 | Combustion engines largely gone in 20 years but world will be very different | Energy | — |
Linked documents (9)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.587 | manifold | Will SF Prop A, June 2026, pass? | 70% | mentions | pending | 2026-05-11 |
| 0.578 | manifold | Will the Vancouver Whitecaps be relocated before the end of 2034? | 32% | mentions | pending | 2026-04-28 |
| 0.560 | polymarket | San Francisco Giants vs. Chicago Cubs | 100% | mentions | pending | 2026-05-30 |
| 0.551 | polymarket | Pittsburgh Pirates vs. San Francisco Giants | 50% | mentions | pending | 2026-05-02 |
| 0.551 | polymarket | Pittsburgh Pirates vs. San Francisco Giants | 51% | mentions | pending | 2026-05-04 |
| 0.551 | polymarket | Pittsburgh Pirates vs. San Francisco Giants | 50% | mentions | pending | 2026-05-04 |
| 0.544 | polymarket | San Diego Padres vs. San Francisco Giants | 46% | mentions | pending | 2026-04-29 |
| 0.543 | polymarket | San Diego Padres vs. San Francisco Giants | 100% | mentions | pending | 2026-04-30 |
| 0.533 | polymarket | San Francisco Giants vs. Milwaukee Brewers | 31% | mentions | pending | 2026-05-27 |
Raw metadata
{
"nia": false,
"qty": "10 years",
"url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
"mode": "SPECULATION",
"role": "Host",
"caveats": "Conditional, absent people fleeing tax situation",
"context": "I was telling some people earlier that if the trend continues, San Francisco will end up being the capital of the entire solar system in just, you know, about 10 years.",
"to_year": 2036,
"verbatim": "if the trend continues, San Francisco will end up being the capital of the entire solar system in just, you know, about 10 years.",
"conv_cues": "if the trend continues",
"direction": "HAPPEN",
"from_year": 2036,
"timeframe": "about 10 years",
"conv_level": "LOW",
"milestones": [
{
"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": -10,
"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": -9,
"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": -8,
"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": -7,
"source_id": "235_002",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "llm_pre_event",
"label": "SF AI startup funding share exceeds 50% of global AI VC",
"source": "deep_research_enriched",
"status": "hit",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.85,
"source_url": "https://growthlist.co/san-francisco-startups/",
"expected_date": "2026-12-31",
"observed_date": "2026-01-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2027-12-31",
"from": "2026-01-01"
},
"measurement_criterion": "PitchBook/CB Insights data shows San Francisco metro AI VC inflows >=50% of global AI VC"
},
{
"kind": "llm_pre_event",
"label": "SF unicorn count crosses 250",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.65,
"source_url": "https://www.failory.com/startups/san-francisco-unicorns",
"expected_date": "2027-11-01",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2028-12-31",
"from": "2026-09-01"
},
"measurement_criterion": "CB Insights / PitchBook unicorn tracker shows >=250 SF-headquartered unicorns"
},
{
"kind": "prereq",
"label": "Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partner",
"status": "pending",
"weight": 0.5,
"ordinal": -4,
"source_id": "SEM_005",
"expected_date": "2028-02-09",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "First AI-related US company crosses $1T market cap headquartered in SF",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.5,
"expected_date": "2029-12-31",
"research_origin": "training",
"expected_date_range": {
... (truncated)