← Cockpit
232_055predictionAIAI-timing

We're exiting the industrial age permanently as recursive self-improvement unfolds.

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

Prior probability
70.0%
Current probability
35.5%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
243 / 5
Tickers exposed
33

Prediction text

We're exiting the industrial age permanently as recursive self-improvement unfolds. | recursive self-improvement RSI is the real trigger for the singularity, and it happened a while ago. So, all we're doing now is kind of accelerating that path. Um, we're exiting the industrial age permanently as as we're talking.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
recursive self-improvement RSI is the real trigger for the singularity, and it happened a while ago. So, all we're doing now is kind of accelerating that path. Um, we're exiting the industrial age permanently as as we're talking.

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: agi_breakthrough_5y

Linked via embedding similarity 0.554

Major capability discontinuity (e.g. AGI by named target year, 5-year horizon)

Base rate
20.0%
1/5 historical
Inside weight
Outside weight
no pull
inside 35.5% → blend 35.5% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 70%2026-04-302026-04-302026-04-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 35.5%

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: 3 fired ✓ · 8 pending
  1. 2026-04-15hitAnthropic publishes Managed Agents long-horizon production service
    How: Anthropic launches Managed Agents — a hosted product running long-horizon coding/research agents for enterprises, with 99.9p turn duration above 45 minutes (vs 25 min in October 2025)
    Source: https://www.anthropic.com/engineering/effective-harnesses-for-long-running-agentsconf 95%
    Notes: HIT — concrete evidence of recursive self-improvement-style agent compounding (agents writing/operating agents).
  2. 2026-04-15hitClaude completes 7-hour vLLM autonomous coding session at 99.9% accuracy
    How: Anthropic publicly reports Claude Code autonomously completed a complex implementation in vLLM (~12.5M LOC codebase) over 7+ hours with 99.9% numerical accuracy
    Source: https://resources.anthropic.com/hubfs/2026%20Agentic%20Coding%20Trends%20Report.pdf — Anthropic 2026 Agentic Coding Trends Reportconf 95%
    Notes: HIT — concrete RSI evidence: Claude operates beyond minute-scale into multi-hour autonomous engineering.
  3. 2026-09-01 → 2027-03-31pendingBLS or McKinsey reports US manufacturing labor share continues secular decline through 2026
    How: BLS or McKinsey Global Institute publishes data showing US manufacturing employment share <8% (vs ~8.1% in 2025) AND industrial automation capex up >15% YoY
    Source: BLS Current Employment Statistics, McKinsey 'Future of Work' updatesconf 60%
    Notes: Operationalizes 'exiting industrial age' as measurable structural labor shift.
  4. 2026-06-01 → 2027-12-31pendingFirst production deployment of robot-built-robot manufacturing line by Figure or Tesla
    How: Figure AI, Tesla, or peer publicly demonstrates and ships a manufacturing line where humanoid robots produce additional humanoid robots end-to-end (parent prediction 229_009 dependency)
    Source: https://www.figure.ai/news/ramping-figure-03-productionconf 50%
    Notes: Cascade — Figure's stated 24-month roadmap for 'robot-built-robot lines' is the literal industrial-age exit.
  5. 2026-09-01 → 2028-06-30pendingPublic AI lab discloses first frontier model trained primarily by AI-generated data and AI-driven curriculum
    How: OpenAI, Anthropic, Google DeepMind or xAI publishes a frontier model whose training pipeline is acknowledged as primarily AI-curated/AI-generated, with measurable capability gains over predecessor
    Source: OpenAI/Anthropic/DeepMind technical reports, ArXivconf 55%

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: 35%)

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
LBP2026-04-30T16:39:51Z35.5%+2.6pp
Network propagation: 32.8% → 35.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z32.8%-3.3pp
reference_class_assigned bayesian_v2 inside=0.700 blend=0.328 w_in=0.30 agi_breakthrough_5y
LBP2026-04-30T02:18:57Z36.1%+3.3pp
Network propagation: 32.8% → 36.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z32.8%-37.2pp
reference_class_assigned bayesian_v2 inside=0.700 blend=0.328 w_in=0.30 agi_breakthrough_5y

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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.700+0.280
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.700+0.248
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.700+0.215
prereqSEM_032
15% probability that AI will solve a Clay Mathematics InstitAlex Wissner-Gross
15.0%0.7000.050-0.210
prereq241_006
Everyone is out of hardware and electricity due to AI boomEric Schmidt
78.9%0.7000.050+0.202

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.113
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.105
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.092
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.091
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.058

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (243)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereq232_014Recursive self-improvement is already here, not 12 months away.AI
prereq229_013The next 12-18 months will be the largest AI transformation ever seen.AI
prereq233_020Texas Sports Academy will operate at $300/month per parent using Texas billion-dollar voucher program.Education
prereq241_006Everyone is out of hardware and electricity due to AI boomAI
prereq238_072Small-to-large model scaling time has collapsed from 6-12 months to 6 daysAI
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq241_052Standard AI data centers being built at 400 MW scale, half-mile longEnergy
prereq229_047Figure's 3,000 B200 GPU cluster is coming online for Helix pre-training with much larger GPUs planned.AI
prereq246_047Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.AI
prereq248_040Pausing AI will fail and only accelerate race dynamics.AI
prereq241_004AI progress is not stoppable or controllable by any government, individual, or corporationAI
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
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_002By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs).AI
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq246_005OpenAI and Anthropic IPOs will head toward $1 trillion valuations.Markets/Stocks
prereq238_020Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently)AI
prereq231_031OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.Markets/Stocks
prereq237_025We are currently in the midst of the singularity, not waiting for it in the 2040s as originally expected.AI
prereq243_044Tesla with FSD is 10 times safer than human driving (host claim)Auto/Transport
prereq247_055Acquisition of small specialized AI teams for hundreds of millions will become commonAI
prereq231_005Next year frontier reasoning costs will be pennies (down from ~$7 now).AI
prereq231_012Within 6 months to a year physics problems will be massively addressed by AI.AI
prereq240_056Anthropic enterprise market share to continue growing (went from 40% to 73% in 3 months)AI
prereq241_011By end of 2026, no one will write code manually - it'll be a quaint skillLabor/Jobs
prereq247_046AI investment will reach $3 billion per day, up from $2B in 2025AI
prereq241_014The world a year from today will be nothing like the world todayAI
prereq241_024Heat dissipation and radiation issues in space data centers will be addressedSpace
prereq241_026Space data center technology is understood and largely figured outSpace
prereq247_041AI-powered drugs have 85% phase 1 success vs 52% traditionalBiotech/Longevity
prereqSEM_033AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).AI/Physics
prereq231_026Something bad will definitely happen with OpenClaw agents by statistical chance.AI
prereq232_010Voice becomes the new interface in the AI era, replacing typing.AI
prereq232_018We are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived.AI
prereq232_043Corporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced.Labor/Jobs
prereq233_007In 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform.Education
prereq233_016Alpha will keep opening schools coast-to-coast; 13 new schools this year with more to come.Education
prereq246_029Apple will announce iPhone with Gemini-derived on-device model at WWDC June 2026.AI
prereq235_022US will add a record 86 gigawatts of utility-scale capacity this coming year.Energy
prereq235_033Chinese eVTOL taxi service moving toward commercial operations in 2027.Auto/Transport
prereq244_032Uber will cash flow $10B this year (2026)Markets/Stocks
prereq237_001Increased hacker profile and AI-driven social engineering attacks will become more and more prevalent.AI
prereq237_002We will see a lot of evolution and many OpenClaw variants emerging very quickly as an early domain being developed.AI
prereq230_006The frontier models will go dark — kept internal to benefit the labs in an all-out battle.AI
prereq230_040AI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly.AI
prereq230_048Agentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms.AI
prereq242_057Artemis 2 launches April 1, 2026 - circumlunar missionSpace
prereq242_012Flying cars (eVTOLs) will be operating in US within 18 monthsAuto/Transport
prereq238_004Future Vision X-Prize will produce at least one (possibly two) feature films depicting the futureMedia/Ads
prereq238_023Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)AI
prereq241_060Data centers will be built in space / rockets will carry data centersSpace
prereq241_054Space wins by far on energy argument for data centersSpace
prereq248_011Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.AI
prereq233_005Interactive AI tutors with engaging personalities/avatars will arrive within about a year.AI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereq241_0052026 is the year of agents - agents will take over everything this yearAI
prereq234_015Anthropic, OpenAI and SpaceX IPOs are likely within the next 6 monthsMarkets/Stocks
prereq246_050Anthropic will release compressed/distilled version of Mythos quickly after initial release.AI
prereq241_037Chinese AI strategy will stay open source / open weightsAI
prereq246_035Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel.AI
prereq234_021OpenAI will launch consumer AI devices in 2027AI
prereq242_010By end of 2026, a full GPU will be able to do brain surgery or discover new math/physicsAI
prereq246_027AI models will be capable enough for terrorist groups to create novel pathogens (near future).AI
prereq246_026In next year, significant cyber threats to mitigate from AI models (cited Altman).AI
prereq234_046AI vs AI will dominate cybersecurity, not humansAI
prereq246_006OpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026).Markets/Stocks
prereq235_005AI capability will grow 100x this year in raw parameter count as lower bound.AI
prereq235_006By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.AI
prereq235_007AI regulation window is this calendar year 2026 before chaos breaks out.Geopolitics
prereq240_050US will pass law like China requiring retraining when AI automates a jobLabor/Jobs
prereq244_036Uber AI Solutions will bring flexible work opportunities (labeling, model testing)AI
prereq235_014Sam Altman predicted 40x year-over-year hyperdeflation of AI costs at constant capability.AI
prereq244_035Uber will only enter adjacencies that 'rhyme' with core capabilitiesOther
prereq238_017Uber will automate approximately 30% of its employment this year (2026)Labor/Jobs
prereq241_047Universities should create prompt engineering course starting September for all freshmenEducation
prereq241_049Underage kids / AI vulnerability problem must be solved - line we can't crossAI
prereq244_016AV will grow very quickly but remains very small industry todayAuto/Transport
prereq240_048Spreadsheet, SQL, code, UI jobs will be done by AI starting at end of this yearLabor/Jobs
prereq248_021Satellite launches will become a multi-hundred-billion / multi-trillion dollar economy.Space
prereq248_017Coding/chip design skills have a lifespan of a year at most before full commoditization.Labor/Jobs
prereq236_029Regulatory regime will be very pro-business despite 80% wanting AI more regulatedAI
prereq248_012AI incidents documented harms will go up way higher beyond the already-reported rise.AI
prereq241_062Best AI labs will need to be controlled by humans (at the moment)AI
prereq240_010NVIDIA revenue will hit $350 billion this calendar yearMarkets/Stocks
prereq241_055Next frontier of AI infrastructure is spaceSpace
prereq240_016Everyone is underestimating the next year of AI improvements (more than 2x gain)AI
prereq248_013Model transparency decline will not reverse; US labs will keep going internal.AI
prereq230_046OpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public.AI
prereq243_043Tesla Cybercab priced around $30K vs Waymo cars around $150KAuto/Transport
prereq243_041Delivery/retail (non-food) business growing much faster than expectedConsumer
prereq240_003NVIDIA will lock up 70%+ of TSMC's 3nm node volumeAI
prereq242_042Trillion parameter models will propagate to anyone with $50-100M to investAI
prereq247_008Anthropic will try to hit $200 billion ARR, not reach trillion the following yearAI
prereq231_053Within a couple months, young AI-native hires will be able to do exactly what seasoned engineers do.Labor/Jobs
prereq229_007Figure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control.Robotics
prereq237_024Skippy will listen to this YouTube video and self-improve based on the transcript (Peter's expectation).AI
prereq248_046Terraforming will be a massive part of humanity's future.Space
prereq231_029Millisecond real-time dispute resolution will replace current court systems.Other
prereq241_045Sam Altman / OpenAI and competitors will need enormous amounts of money to winAI
prereq241_036No frontier AI company will emerge in Russia due to warAI
prereq237_029AI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience.AI
prereq247_006Anthropic ARR will reach $100 billion by end of 2026AI
prereq232_050Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.AI
prereq247_030GPT-6 breakthroughs in science worth hundreds of billions to trillionsAI
prereq241_031Scientists don't agree yet on approach for recursive self-improvementAI
prereq241_019AI scaling laws have not hit an asymptote yetAI
prereq241_017Equivalent of ~60 nuclear plants needed by 2030 but essentially zero being builtEnergy
prereq241_01692 GW power shortage in America between now and 2030Energy
prereq231_014Remaining research math problems will be solved within next couple months.AI
prereq248_023Ternary (sub-bit) parameter precision will be optimal for AI models.AI
prereq246_052Frontier labs holding back capabilities for internal self-improvement use.AI
prereq246_051GPT-5.5 Spud will have equal or greater capability to Mythos.AI
prereq240_014Cost of reasoning models has dropped 1,000x in 16 monthsAI
prereq240_005The organizational singularity will impact every company, nonprofit, and governmentAI
prereq234_017OpenAI codex lead predicts current coding agents will seem primitive in 10 weeksAI
prereq229_006Figure will graduate from room-scale autonomy to full-house autonomy next.Robotics
prereq229_015The current Figure facility will top out around 50,000 units per year at full capacity.Robotics
prereq231_024Ground-up society simulations are complete nonsense so far, but not far in the future.AI
prereq231_045Corporations will start downplaying AI capabilities to avoid antitrust backlash.AI
prereq232_008Real-time AI video generation will break any video/voice-based security mechanisms.AI
prereq232_009Startups will continue to deploy dangerous AI tech even after hyperscalers voluntarily pause it.AI
prereq232_013Recursive self-improvement loops likely to go live in the next 12 months; 2026 will be the most consequential year for humanity.AI
prereq232_034Apple owning an open-weight LLM hosting strategy would be the single best product strategy for their hardware.AI
prereq232_053To create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product.AI
prereq232_060We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto.AI
prereq235_042OpenAI IPO shares could deliver a 50% pop in 6 months after IPO.Markets/Stocks
prereq235_046Window of global AI regulation is a few months before capabilities proliferate widely.Geopolitics
prereq237_00312 months in AI will be like 12 years; the next year will be wild.AI
prereq237_006Over the next year, consumers will realize local models are the way to go on privacy, speed, and limits.AI
prereq237_011AI agents will have voices in the near future.AI
prereq237_012Over the next 12 months OpenClaw technology will be digested into corporations, causing destruction (layoffs) but also growth.Labor/Jobs
prereq237_015There will be significantly more AI claws/agents than humans within a typical organization.Labor/Jobs
prereq238_025AI computer-use benchmarks (OSWorld, Tbench) have broken through human levelAI
prereq240_006OpenClaw on AWS will be the biggest enterprise unlock in decadesAI
prereq240_019Post-transformer architecture will come out of left field within a yearAI
prereq240_029ASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildoutAI
prereq240_034Morgan Stanley forecasts 13-40GW data center power shortfall through 2028Energy
prereq240_041Consumer killer app tying compute to happiness must be invented within the next yearAI
prereq241_008AI research agents will be limited only by electricity, with potentially millions possibleAI
prereq241_013Agents from incompatible vendors combined will produce unpredictable effectsAI
prereq241_032World can accommodate ~10 frontier AI companies at scaleAI
prereq241_033Few frontier AI companies will be in ChinaAI
prereq241_034One or two frontier AI companies in EuropeAI
prereq241_039In a year we'll know better which AI labs pull aheadAI
prereq241_040A Chernobyl-like AI tragedy is likely to happen, will awaken world to actAI
prereq241_041Biological and nuclear attacks spawned by AI are real dangersAI
prereq241_046Gemini 3 is probably the broadest of the non-Chinese AI systemsAI
prereq241_051AI systems eventually won't have the ability to do completely new thingsAI
prereq246_022Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%).AI
prereq246_024Something really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door).AI
prereq246_025Sam Altman predicts world-shaking cyber attack this year (2026).AI
prereq247_004Musk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversionsAI
prereq247_009Anthropic's implied valuation could reach $2 trillion in 2026AI
prereq247_010Anthropic will beat OpenAI in valuation trajectoryAI
prereq247_028Musk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departingAI
prereq248_006The Luna AI-managed store will be one of the best-managed stores in the world within a year.AI
prereq248_008Jack Dorsey aims to reduce Block's org depth from 5 to 2-3 layers this year.AI
prereq248_024AI will drive an explosion of new religions and AI cults.Other
prereq248_043Full sewing/stitching automation likely within six months.Robotics
prereq248_050Opus 4.7 removes manual dials; prompts become the new hyperparameters.AI
prereqSEM_021Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs.AI/China
prereqSEM_035World-class, AI-based mathematicians will emerge within a single year (by ~early 2027).AI/Cognition
prereq241_035Maybe one frontier AI company in IndiaAI
prereq237_016A specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost.Markets/Stocks
prereq237_009ChatGPT will release a model specifically for OpenClaw within the next 6 months.AI
prereq245_035Gene drive tech is safer than prior dispersals and can be rolled backBiotech/Longevity
prereq235_008Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.AI
prereq234_050Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilitiesAI
prereq246_023Grok 5 release ~20% probability for Q2 2026 per PolyMarket.AI
prereq229_026By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.Robotics
prereq234_027Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026Biotech/Longevity
prereq234_026AI rent-a-human service feature of scoring humor/visuals will be gone in monthsAI
prereq234_019Expect big AI capability improvements via recursive self-improvement over next few weeksAI
prereq232_044There will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling.AI
prereq231_054Uncertain whether people will have any purpose at all a year from today.Labor/Jobs
prereq248_049Humans (weaker intelligences) can successfully align/contain super-intelligences via weak-to-strong supervision.AI
prereq247_011OpenAI user count will soon reach 1 billionAI
prereq231_025Every frontier lab will launch 24/7 agent offerings (table stakes).AI
prereq229_004By summer 2026, Figure will have almost none of its supply chain in China.Geopolitics
prereq231_017A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector.AI
prereq231_016Permissionless agent activity is imminent; Claude-style approval prompts will go away.AI
prereq247_048Battery energy densities improving 8% year-over-year per constant dollarEnergy
prereq231_004The solution wavefront will spread from math/coding to physics, chemistry, and other fields.AI
prereq247_057Parameter scaling race is over; frontier labs plateauing at 10T parametersAI
prereq231_001Anthropic model family is closest to embodying the singularity and recursive self-improvement today.AI
prereq230_042A pure AI organization will emerge soon — won't look efficient, will look 'literally alien'.AI
prereq230_003AI model release cycles will move toward daily, then hourly, then minutely releases.AI
prereq230_001A billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet).AI
prereq248_028Personalized AI-designed medicine stories will repeat until it's n=10 billion.Biotech/Longevity
prereq237_018We are seeing a Cambrian explosion of OpenClaw variants (PicoClaw, IronClaw, NanoClaw, Nanobot, etc.) with many more to come.AI
prereq248_032First-generation neural uploads will be destructive; 2nd-4th generation will be non-destructive.Biotech/Longevity
prereq240_046Public interest in any alien disclosure will fade within one or two daysMedia/Ads
prereq248_036AI will enable one-person conglomerates and one-person religions.AI
prereq229_043Figure expects to hire a small handful of lead customers rather than broad distribution over next 6-12 months.Robotics
prereq240_015Post-transformer architectures will make a 1000x cost reduction look like child's playAI
prereq238_047US will add 86 GW of new grid capacity in 2026, 51% from solarEnergy
prereq238_039Apple's underused unified memory overhang will likely collapse within the next yearAI
prereq238_005By September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly freeAI
prereq237_020The hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local.AI
prereq247_002Musk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profitAI
prereq240_031Samsung will be optimized by orders of magnitude by ElonAI
prereq245_017Disease/drought-resistant plants and animals market is currently hundreds of billions of dollarsBiotech/Longevity
prereq248_007We will see an explosion of AI-driven pop-up shops, retail venues, and malls orchestrated by AI.AI
prereq246_021GPT-5.5 Spud will be released imminently (within days).AI
prereq248_044Alex: likely user ~1 million of a BCI implant (not 101) once upgradeable.Biotech/Longevity
prereq237_030Lobsters/AI agents will write to AWG with consensus on appropriate ethical parameters for spawning new lobsters, and he will accept consensus.AI
prereq240_004A new repo from 2027 will go from zero to a billion stars in 5 minutesAI
prereq234_025Rent-a-human meat puppet model may be obsoleted by humanoid robotsRobotics
prereq246_030DeepSeek V4 will NOT shock markets like prior DeepSeek releases.Markets/Stocks
prereq248_014If China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip.AI
prereq234_018GPT-5.3 and 5.5 or higher variants could launch in next 10 weeksAI
prereq246_048Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.AI
prereq233_009A motivational learning bundle with video game designers will be released in 2026.Education
prereq248_027Religion economy (~$5 trillion) will grow tremendously due to AI chaos.Other
prereq230_004We are past the edge of a new recursive self-improvement era where models rewrite their own code.AI
prereq240_045White House to disclose something about aliens/UAPs in the next few months (rumors of June/July/summer)Geopolitics
prereq247_012The bar for AI startups will rise to require being recursively self-improvingAI
prereq248_025Religion will consolidate globally around fewer major religions while proliferating micro cults/sects.Other
prereq240_058OpenAI throttling back on $1.6T Stargate plansAI
prereq248_031Enhanced Games world records will accelerate on a scaling-law-style trajectory year over year.Biotech/Longevity
prereq235_037Auto-regressive transformers and diffusion models will consolidate into one unified architecture.AI
prereq235_015GPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions.AI
prereq235_010Plugins/marketplaces will get built into baseline models and won't need to exist independently.AI
prereq238_040Google may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OSAI
prereq231_015Next Deep Seek model release will be when Chinese open-weight models catch up to American frontier models.AI
prereq231_003Multi-agent teaming scaling will emerge as new scaling dimension for frontier models.AI
prereq248_029Regime change at the FDA is not beyond the realm of reason.Biotech/Longevity
prereq247_026Anthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agentsAI
prereq233_004AI will be able to bootstrap four-year-olds into reading within roughly 18 months.AI
prereq235_035Apple finally launching AI with Gemini integration at WWDC in June 2026.AI
prereq247_003Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPOAI
prereq248_048AI models will move to a post-binary (sub-one-bit) numerical precision paradigm.AI
prereq237_019Code generation models are pushing development in the direction of TypeScript instead of Rust for memory safety.AI
prereq248_010AI capabilities will advance 100x in 2026 (by summer, potentially more).AI
prereqSEM_03215% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.AI/Mathematics
correlateS_ASI_SLOW_2040PLUSASI slow: post-2040 / soft takeoffasi_recursive_self_improvement
correlateS_ASI_FAST_2031ASI fast: RSI within 5y of AGIasi_recursive_self_improvement
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
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

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2028-06-30[Capability 2028-06] [232_055] We're exiting the industrial age permanently as recursive self-improvement unfol [231_039] Elon will build out his own chip fabs due to his attack-constraints approach. [232_050] Discovery of new phypending

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.572arxivDissipative Dark Energy can explain the DESI phantom crossingmentionspending2026-06-03
0.548arxivA Quantum Singularity Theorem for the Evaporating Black Holementionspending2026-05-06

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": "Look, this a couple of points here. One is it's it's we've been talking for a while that recursive self-improvement RSI is the real trigger for the singularity, and it happened a while ago. So, all we're doing now is kind of accelerating that path. Um, we're exiting the industrial age permanently as as we're talking.",
  "to_year": 2031,
  "verbatim": "recursive self-improvement RSI is the real trigger for the singularity, and it happened a while ago. So, all we're doing now is kind of accelerating that path. Um, we're exiting the industrial age permanently as as we're talking.",
  "conv_cues": "permanently",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "ongoing (permanently)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Anthropic publishes Managed Agents long-horizon production service",
      "notes": "HIT — concrete evidence of recursive self-improvement-style agent compounding (agents writing/operating agents).",
      "source": "https://www.anthropic.com/engineering/effective-harnesses-for-long-running-agents",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://resources.anthropic.com/hubfs/2026%20Agentic%20Coding%20Trends%20Report.pdf",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic launches Managed Agents — a hosted product running long-horizon coding/research agents for enterprises, with 99.9p turn duration above 45 minutes (vs 25 min in October 2025)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Claude completes 7-hour vLLM autonomous coding session at 99.9% accuracy",
      "notes": "HIT — concrete RSI evidence: Claude operates beyond minute-scale into multi-hour autonomous engineering.",
      "source": "https://resources.anthropic.com/hubfs/2026%20Agentic%20Coding%20Trends%20Report.pdf — Anthropic 2026 Agentic Coding Trends Report",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.anthropic.com/research/measuring-agent-autonomy",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic publicly reports Claude Code autonomously completed a complex implementation in vLLM (~12.5M LOC codebase) over 7+ hours with 99.9% numerical accuracy"
    },
    {
      "kind": "prereq",
      "label": "The next 12-18 months will be the largest AI transformation ever seen.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "229_013",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Figure will graduate from room-scale autonomy to full-house autonomy next.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "229_006",
      "expected_date": "2026-06-17",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "The current Figure facility will top out around 50,000 units per year at full capacity.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "229_015",
      "expected_date": "2026-06-18",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Figure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "229_007",
      "expected_date": "2026-06-28",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "By summer 2026,
... (truncated)