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232_048predictionSpaceAI-timing

Earth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day.

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

Prior probability
45.0%
Current probability
37.5%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2034-06-01 – 2034-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Earth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day. | based on the FCC filings of of SpaceX under one preferred implementation, the Earth starts to develop a halo. That would be a halo where if it's sufficiently dense, it would be visible at night, might even be visible during the day.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
based on the FCC filings of of SpaceX under one preferred implementation, the Earth starts to develop a halo. That would be a halo where if it's sufficiently dense, it would be visible at night, might even be visible during the day.

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 45%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 37.5%

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: 4 fired ✓ · 6 pending
  1. 2026-06-01 → 2027-12-31pendingSpaceX V3 satellites with orbital data center payloads begin launches
    How: SpaceX launches first Starlink V3 with confirmed orbital DC payload pursuant to its 1M-satellite FCC filing
    Source: deep_research_enrichedconf 60%
  2. 2026-06-01 → 2028-12-31pendingFCC grants partial approval for SpaceX 1M-satellite plan
    How: FCC issues authorization for at least 100,000-satellite tranche of the 1M filing (currently fast-tracked, public comments closed March 2026)
    Source: deep_research_enrichedconf 55%
  3. 2027-06-01 → 2029-12-31pendingTotal operational LEO satellites cross 50,000 mark
    How: ESA Space Environment Report or CelesTrak/SatCat shows cumulative active LEO satellites exceeding 50,000 (current ~10,000 Starlink + others)
    Source: deep_research_enrichedconf 70%
  4. 2028-01-01 → 2032-12-31pendingAstronomical community formally declares dark sky baseline lost
    How: International Astronomical Union or American Astronomical Society publishes formal statement that pre-megaconstellation dark sky conditions are unrecoverable globally (current AAS report likens impact to light pollution, sky brightening 2-3x)
    Source: deep_research_enrichedconf 55%
  5. 2030-06-01 → 2034-06-30pendingNaked-eye-visible halo confirmed by independent astronomical observation at zenith
    How: Peer-reviewed paper or major observatory press release confirms a continuous naked-eye-visible satellite ring at zenith (sat density >1 per square degree of sky, brightness <mag 5)
    Source: deep_research_enrichedconf 40%
  6. 2036-08-14pendingPeople will be on Mars within 10 years
  7. 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: 37%)

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
LBP2026-05-17T02:00:01Z37.5%-1.0pp
Network propagation: 38.5% → 37.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z38.5%-1.5pp
Network propagation: 40.0% → 38.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z40.0%-2.0pp
Network propagation: 42.0% → 40.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.0%-3.0pp
Network propagation: 45.0% → 42.0%
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%0.4500.050-0.059
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.4500.050-0.056
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.035
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.4500.050-0.030
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.028

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_026
Uber platform will grow from 10M to 20M people by 2035Dara Khosrowshahi
45.7%0.6000.050-0.203
prereq239_009
People will be on Mars within 10 yearsElon Musk
30.9%0.5500.050-0.074
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.070
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.065
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.053

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

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 (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq244_026Uber platform will grow from 10M to 20M people by 2035Labor/Jobs
prereq239_008Moon base will exist in 10 yearsSpace
prereq239_009People will be on Mars within 10 yearsSpace
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.631manifoldWill NASA Astronomy Picture of the Day mention the Moon when this resolves?18%mentionspending2026-04-30
0.553arxivLight rings and optical appearances of naked singularities, solitons, and black holes in beyond Horndeski gravitymentionspending2026-05-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "FORECAST",
  "role": "Host",
  "caveats": "Conditional on one preferred implementation in FCC filings, sufficient density",
  "context": "based on the FCC filings of of SpaceX under one preferred implementation, the Earth starts to develop a halo. That would be a halo where if it's sufficiently dense, it would be visible at night, might even be visible during the day. And I I I'm completely captivated by this notion that uh maybe not a mature civilization because I have a feeling a halo of orbiting AI satellites is just a phase as well before we we exhaust solar synchronous orbit around Earth and we move to the sun and solar orbits.",
  "to_year": 2040,
  "verbatim": "based on the FCC filings of of SpaceX under one preferred implementation, the Earth starts to develop a halo. That would be a halo where if it's sufficiently dense, it would be visible at night, might even be visible during the day.",
  "direction": "HAPPEN",
  "from_year": 2028,
  "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": "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": "SpaceX V3 satellites with orbital data center payloads begin launches",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://introl.com/blog/spacex-1-million-orbital-data-centers-fcc-filing-2026",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "SpaceX launches first Starlink V3 with confirmed orbital DC payload pursuant to its 1M-satellite FCC filing"
    },
    {
      "kind": "llm_pre_event",
      "label": "FCC grants partial approval for SpaceX 1M-satellite plan",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://gearmusk.com/2026/02/05/fcc-fast-tracks-spacex-million-satellite/",
      "expected_date": "2027-09-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "FCC issues authorization for at least 100,000-satellite tranche of the 1M filing (currently fast-tracked, public comments closed March 2026)"
    },
    {
      "kind": "prereq",
      "label": "Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partner",
      "st
... (truncated)