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232_026predictionLabor/JobsAI-timing

World will split into consumers and creators (couch potatoes vs Star Trek employees).

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

Prior probability
60.0%
Current probability
50.8%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

World will split into consumers and creators (couch potatoes vs Star Trek employees). | Ben, the way the way I characterize it is we're going to split the world into consumers and creators. right, the couch potatoes and the Star Trek employees, if you would.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
Ben, the way the way I characterize it is we're going to split the world into consumers and creators. right, the couch potatoes and the Star Trek employees, if you would.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.8%

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: 5 fired ✓ · 5 pending
  1. 2026-09-01 → 2028-06-30pendingAI tool penetration: >=30% of working-age adults using generative AI weekly for production work
    How: Pew Research, McKinsey State of AI, or Anthropic Economic Index shows >=30% of US working-age adults using generative AI weekly for creation/production tasks (vs ~10-15% in 2024)
    Source: AI tool penetration is leading signal for who can become a creatorconf 65%
  2. 2026-12-01 → 2028-06-30pendingInequality measure: Top 1% of creators capture >=80% of creator economy income
    How: SignalFire/Goldman creator economy report shows top 1% creators (by earnings) capturing >=80% of total creator income, supporting bifurcated 'consumer vs creator' thesis
    Source: SignalFire tracks creator earnings distribution; bifurcation is structural testconf 70%
  3. 2027-01-01 → 2028-06-30pendingCreator economy headcount crosses 100M globally (vs ~50M in 2024)
    How: Goldman Sachs, Linktree, or SignalFire Creator Economy report tally exceeds 100M people earning income from content creation globally; >=200K earning over $100K/year
    Source: Creator population growth is direct measure of 'Star Trek employee' side; SignalFire tracks since 2020conf 55%
  4. 2027-01-01 → 2028-06-30pendingUBI/non-work-income recipients in US >=10M people (vs <500K in 2025)
    How: Sum of state guaranteed-income programs, expanded EITC, child tax credit recipients receiving non-work-conditional cash >=10M individuals tracked by Stanford Basic Income Lab or Center on Budget
    Source: Couch-potato side requires income decoupling from work — necessary preconditionconf 25%
  5. 2027-06-01 → 2028-06-30pendingTime-use survey shows screen/passive-consumption hours per capita rises >=15% vs 2025
    How: BLS American Time Use Survey or Nielsen total-screen-time data shows median US adult passive-consumption hours rise >=15% vs 2025 baseline (~4-5h/day), supporting 'couch potato' growth
    Source: BLS ATUS published annually; Nielsen tracks weekly/monthly total media consumptionconf 45%
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 51%)

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
LBP2026-05-10T02:00:02Z50.8%-1.2pp
Network propagation: 51.9% → 50.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.9%-1.8pp
Network propagation: 53.7% → 51.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.057
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.049
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.013
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.008
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.008
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
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_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
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
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
prereq239_008Moon base will exist in 10 yearsSpace

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "THESIS",
  "role": "Host",
  "context": "Ben, the way the way I characterize it is we're going to split the world into consumers and creators. right, the couch potatoes and the Star Trek employees, if you would.",
  "to_year": 2031,
  "verbatim": "Ben, the way the way I characterize it is we're going to split the world into consumers and creators. right, the couch potatoes and the Star Trek employees, if you would.",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "unspecified future",
  "conv_level": "MEDIUM",
  "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": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI tool penetration: >=30% of working-age adults using generative AI weekly for production work",
      "source": "AI tool penetration is leading signal for who can become a creator",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.anthropic.com/research/labor-market-impacts",
      "expected_date": "2027-08-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Pew Research, McKinsey State of AI, or Anthropic Economic Index shows >=30% of US working-age adults using generative AI weekly for creation/production tasks (vs ~10-15% in 2024)"
    },
    {
      "kind": "llm_post_event",
      "label": "Inequality measure: Top 1% of creators capture >=80% of creator economy income",
      "source": "SignalFire tracks creator earnings distribution; bifurcation is structural test",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2027-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-12-01"
      },
      "measurement_criterion": "SignalFire/Goldman creator economy report shows top 1% creators (by earnings) capturing >=80% of total creator income, supporting bifurcated 'consumer vs creator' thesis"
    },
    {
      "kind": "llm_pre_event",
      "label": "Creator economy headcount crosses 100M globally (vs ~50M in 2024)",
      "source": "Creator population growth is direct measure of 'Star Trek emp
... (truncated)