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232_024predictionMacro/EconomyAI-timing

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

Prior probability
40.0%
Current probability
34.3%
evolves via intake + LBP
Conviction
2/5
Signal quality
C
Resolution
pending
Window
2036-01-01 – 2036-12-31
Edges in / out
8 / 3
Tickers exposed
36

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

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

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

3 prob_history rows
0%25%50%75%100%prior 40%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.3%

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: 5 fired ✓ · 5 pending
  1. 2026-01-15hitSF AI startup funding share exceeds 50% of global AI VC
    How: PitchBook/CB Insights data shows San Francisco metro AI VC inflows >=50% of global AI VC
    Source: deep_research_enrichedconf 85%
  2. 2026-09-01 → 2028-12-31pendingSF unicorn count crosses 250
    How: CB Insights / PitchBook unicorn tracker shows >=250 SF-headquartered unicorns
    Source: deep_research_enrichedconf 65%
  3. 2027-01-01 → 2032-12-31pendingFirst AI-related US company crosses $1T market cap headquartered in SF
    How: OpenAI, Anthropic, or another SF-headquartered AI-pure-play reaches public-market or last-round valuation >=$1T
    Source: llm_enrichedconf 50%
  4. 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 weight
    Source: llm_enrichedconf 40%
  5. 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 firms
    Source: llm_enrichedconf 30%

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: 34%)

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
LBP2026-05-03T02:00:01Z34.3%-1.3pp
Network propagation: 35.6% → 34.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.6%-1.7pp
Network propagation: 37.4% → 35.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z37.4%-2.6pp
Network propagation: 40.0% → 37.4%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.4000.050-0.060
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.4000.050-0.058
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.4000.050-0.035
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4000.050-0.033
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.4000.050-0.027

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_029
Combustion engines largely gone in 20 years but world will bDara Khosrowshahi
35.4%0.5500.050-0.136
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.092
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.082

Ticker exposure

36 ticker(s) linked

Beneficiaries (23)

APLDNVDAARMBBAITSMCEVAAISOUNCRWVSITMGTLBGOOGLMETAMRVLMSFTORCLIBMAMZNAVGOBABAAMDSFTBYQCOM

Adverse (6)

ACNCHGGCTSHIBMINFYWNS

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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
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_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (3)

Predictions enabled by this
TypePredTitleDomainLag
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space
prereq244_029Combustion engines largely gone in 20 years but world will be very differentEnergy

Linked documents (9)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.587manifoldWill SF Prop A, June 2026, pass?70%mentionspending2026-05-11
0.578manifoldWill the Vancouver Whitecaps be relocated before the end of 2034?32%mentionspending2026-04-28
0.560polymarketSan Francisco Giants vs. Chicago Cubs100%mentionspending2026-05-30
0.551polymarketPittsburgh Pirates vs. San Francisco Giants50%mentionspending2026-05-02
0.551polymarketPittsburgh Pirates vs. San Francisco Giants51%mentionspending2026-05-04
0.551polymarketPittsburgh Pirates vs. San Francisco Giants50%mentionspending2026-05-04
0.544polymarketSan Diego Padres vs. San Francisco Giants46%mentionspending2026-04-29
0.543polymarketSan Diego Padres vs. San Francisco Giants100%mentionspending2026-04-30
0.533polymarketSan Francisco Giants vs. Milwaukee Brewers31%mentionspending2026-05-27

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)