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
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
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
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
Major capability discontinuity (e.g. AGI by named target year, 5-year horizon)
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
Milestone chain
- 2026-04-15hitAnthropic publishes Managed Agents long-horizon production serviceHow: 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).
- 2026-04-15hitClaude completes 7-hour vLLM autonomous coding session at 99.9% accuracyHow: Anthropic publicly reports Claude Code autonomously completed a complex implementation in vLLM (~12.5M LOC codebase) over 7+ hours with 99.9% numerical accuracySource: 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.
- 2026-09-01 → 2027-03-31pendingBLS or McKinsey reports US manufacturing labor share continues secular decline through 2026How: BLS or McKinsey Global Institute publishes data showing US manufacturing employment share <8% (vs ~8.1% in 2025) AND industrial automation capex up >15% YoYSource: BLS Current Employment Statistics, McKinsey 'Future of Work' updatesconf 60%Notes: Operationalizes 'exiting industrial age' as measurable structural labor shift.
- 2026-06-01 → 2027-12-31pendingFirst production deployment of robot-built-robot manufacturing line by Figure or TeslaHow: 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.
- 2026-09-01 → 2028-06-30pendingPublic AI lab discloses first frontier model trained primarily by AI-generated data and AI-driven curriculumHow: 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 predecessorSource: OpenAI/Anthropic/DeepMind technical reports, ArXivconf 55%
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 |
|---|---|---|---|---|---|
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.700 | +0.280 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.700 | +0.248 |
| killer | TK14 Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | 20.0% | 0.050 | 0.700 | +0.215 |
| prereq | SEM_032 15% probability that AI will solve a Clay Mathematics Instit — Alex Wissner-Gross | 15.0% | 0.700 | 0.050 | -0.210 |
| prereq | 241_006 Everyone is out of hardware and electricity due to AI boom — Eric Schmidt | 78.9% | 0.700 | 0.050 | +0.202 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.113 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.105 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.092 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.091 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | -0.058 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (243)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_038 | David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026. | Biotech/Longevity | — |
| prereq | 232_014 | Recursive self-improvement is already here, not 12 months away. | AI | — |
| prereq | 229_013 | The next 12-18 months will be the largest AI transformation ever seen. | AI | — |
| prereq | 233_020 | Texas Sports Academy will operate at $300/month per parent using Texas billion-dollar voucher program. | Education | — |
| prereq | 241_006 | Everyone is out of hardware and electricity due to AI boom | AI | — |
| prereq | 238_072 | Small-to-large model scaling time has collapsed from 6-12 months to 6 days | AI | — |
| prereq | 235_002 | Anthropic will exceed OpenAI in revenue this year (2026). | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 241_052 | Standard AI data centers being built at 400 MW scale, half-mile long | Energy | — |
| prereq | 229_047 | Figure's 3,000 B200 GPU cluster is coming online for Helix pre-training with much larger GPUs planned. | AI | — |
| prereq | 246_047 | Anthropic ARR reached $30B, surpassing OpenAI's $24-25B. | AI | — |
| prereq | 248_040 | Pausing AI will fail and only accelerate race dynamics. | AI | — |
| prereq | 241_004 | AI progress is not stoppable or controllable by any government, individual, or corporation | AI | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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_002 | By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven by hundreds of millions of GPUs). | AI | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 246_005 | OpenAI and Anthropic IPOs will head toward $1 trillion valuations. | Markets/Stocks | — |
| prereq | 238_020 | Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem imminently) | AI | — |
| prereq | 231_031 | OpenAI planning $100B infrastructure spend, going public this year at $1T valuation. | Markets/Stocks | — |
| prereq | 237_025 | We are currently in the midst of the singularity, not waiting for it in the 2040s as originally expected. | AI | — |
| prereq | 243_044 | Tesla with FSD is 10 times safer than human driving (host claim) | Auto/Transport | — |
| prereq | 247_055 | Acquisition of small specialized AI teams for hundreds of millions will become common | AI | — |
| prereq | 231_005 | Next year frontier reasoning costs will be pennies (down from ~$7 now). | AI | — |
| prereq | 231_012 | Within 6 months to a year physics problems will be massively addressed by AI. | AI | — |
| prereq | 240_056 | Anthropic enterprise market share to continue growing (went from 40% to 73% in 3 months) | AI | — |
| prereq | 241_011 | By end of 2026, no one will write code manually - it'll be a quaint skill | Labor/Jobs | — |
| prereq | 247_046 | AI investment will reach $3 billion per day, up from $2B in 2025 | AI | — |
| prereq | 241_014 | The world a year from today will be nothing like the world today | AI | — |
| prereq | 241_024 | Heat dissipation and radiation issues in space data centers will be addressed | Space | — |
| prereq | 241_026 | Space data center technology is understood and largely figured out | Space | — |
| prereq | 247_041 | AI-powered drugs have 85% phase 1 success vs 52% traditional | Biotech/Longevity | — |
| prereq | SEM_033 | AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas). | AI/Physics | — |
| prereq | 231_026 | Something bad will definitely happen with OpenClaw agents by statistical chance. | AI | — |
| prereq | 232_010 | Voice becomes the new interface in the AI era, replacing typing. | AI | — |
| prereq | 232_018 | We are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived. | AI | — |
| prereq | 232_043 | Corporate CEOs will soon mandate AI use in every job; AI-native enablers will get promoted and raises; others displaced. | Labor/Jobs | — |
| prereq | 233_007 | In 2026, Alpha will launch new schools beyond the flagship model based on the Timeback platform. | Education | — |
| prereq | 233_016 | Alpha will keep opening schools coast-to-coast; 13 new schools this year with more to come. | Education | — |
| prereq | 246_029 | Apple will announce iPhone with Gemini-derived on-device model at WWDC June 2026. | AI | — |
| prereq | 235_022 | US will add a record 86 gigawatts of utility-scale capacity this coming year. | Energy | — |
| prereq | 235_033 | Chinese eVTOL taxi service moving toward commercial operations in 2027. | Auto/Transport | — |
| prereq | 244_032 | Uber will cash flow $10B this year (2026) | Markets/Stocks | — |
| prereq | 237_001 | Increased hacker profile and AI-driven social engineering attacks will become more and more prevalent. | AI | — |
| prereq | 237_002 | We will see a lot of evolution and many OpenClaw variants emerging very quickly as an early domain being developed. | AI | — |
| prereq | 230_006 | The frontier models will go dark — kept internal to benefit the labs in an all-out battle. | AI | — |
| prereq | 230_040 | AI capability/accuracy will improve recursively; output-checking issues will be eliminated quickly. | AI | — |
| prereq | 230_048 | Agentic emails/calls will become commonplace (inside/outside orgs) over email/text/comms. | AI | — |
| prereq | 242_057 | Artemis 2 launches April 1, 2026 - circumlunar mission | Space | — |
| prereq | 242_012 | Flying cars (eVTOLs) will be operating in US within 18 months | Auto/Transport | — |
| prereq | 238_004 | Future Vision X-Prize will produce at least one (possibly two) feature films depicting the future | Media/Ads | — |
| prereq | 238_023 | Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag) | AI | — |
| prereq | 241_060 | Data centers will be built in space / rockets will carry data centers | Space | — |
| prereq | 241_054 | Space wins by far on energy argument for data centers | Space | — |
| prereq | 248_011 | Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year. | AI | — |
| prereq | 233_005 | Interactive AI tutors with engaging personalities/avatars will arrive within about a year. | AI | — |
| prereq | 231_013 | Math is cooked (will be solved), physics cooked, biology char broiled. | AI | — |
| prereq | 241_005 | 2026 is the year of agents - agents will take over everything this year | AI | — |
| prereq | 234_015 | Anthropic, OpenAI and SpaceX IPOs are likely within the next 6 months | Markets/Stocks | — |
| prereq | 246_050 | Anthropic will release compressed/distilled version of Mythos quickly after initial release. | AI | — |
| prereq | 241_037 | Chinese AI strategy will stay open source / open weights | AI | — |
| prereq | 246_035 | Terafab pilot phase is $25B, yielding ~$4B/year revenue for Intel. | AI | — |
| prereq | 234_021 | OpenAI will launch consumer AI devices in 2027 | AI | — |
| prereq | 242_010 | By end of 2026, a full GPU will be able to do brain surgery or discover new math/physics | AI | — |
| prereq | 246_027 | AI models will be capable enough for terrorist groups to create novel pathogens (near future). | AI | — |
| prereq | 246_026 | In next year, significant cyber threats to mitigate from AI models (cited Altman). | AI | — |
| prereq | 234_046 | AI vs AI will dominate cybersecurity, not humans | AI | — |
| prereq | 246_006 | OpenAI will IPO by end of 2026, Anthropic early-to-mid 2027 (may try end of 2026). | Markets/Stocks | — |
| prereq | 235_005 | AI capability will grow 100x this year in raw parameter count as lower bound. | AI | — |
| prereq | 235_006 | By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent. | AI | — |
| prereq | 235_007 | AI regulation window is this calendar year 2026 before chaos breaks out. | Geopolitics | — |
| prereq | 240_050 | US will pass law like China requiring retraining when AI automates a job | Labor/Jobs | — |
| prereq | 244_036 | Uber AI Solutions will bring flexible work opportunities (labeling, model testing) | AI | — |
| prereq | 235_014 | Sam Altman predicted 40x year-over-year hyperdeflation of AI costs at constant capability. | AI | — |
| prereq | 244_035 | Uber will only enter adjacencies that 'rhyme' with core capabilities | Other | — |
| prereq | 238_017 | Uber will automate approximately 30% of its employment this year (2026) | Labor/Jobs | — |
| prereq | 241_047 | Universities should create prompt engineering course starting September for all freshmen | Education | — |
| prereq | 241_049 | Underage kids / AI vulnerability problem must be solved - line we can't cross | AI | — |
| prereq | 244_016 | AV will grow very quickly but remains very small industry today | Auto/Transport | — |
| prereq | 240_048 | Spreadsheet, SQL, code, UI jobs will be done by AI starting at end of this year | Labor/Jobs | — |
| prereq | 248_021 | Satellite launches will become a multi-hundred-billion / multi-trillion dollar economy. | Space | — |
| prereq | 248_017 | Coding/chip design skills have a lifespan of a year at most before full commoditization. | Labor/Jobs | — |
| prereq | 236_029 | Regulatory regime will be very pro-business despite 80% wanting AI more regulated | AI | — |
| prereq | 248_012 | AI incidents documented harms will go up way higher beyond the already-reported rise. | AI | — |
| prereq | 241_062 | Best AI labs will need to be controlled by humans (at the moment) | AI | — |
| prereq | 240_010 | NVIDIA revenue will hit $350 billion this calendar year | Markets/Stocks | — |
| prereq | 241_055 | Next frontier of AI infrastructure is space | Space | — |
| prereq | 240_016 | Everyone is underestimating the next year of AI improvements (more than 2x gain) | AI | — |
| prereq | 248_013 | Model transparency decline will not reverse; US labs will keep going internal. | AI | — |
| prereq | 230_046 | OpenAI's Noam Brown has only ~3 months of future model access internally — dramatic capability gap with public. | AI | — |
| prereq | 243_043 | Tesla Cybercab priced around $30K vs Waymo cars around $150K | Auto/Transport | — |
| prereq | 243_041 | Delivery/retail (non-food) business growing much faster than expected | Consumer | — |
| prereq | 240_003 | NVIDIA will lock up 70%+ of TSMC's 3nm node volume | AI | — |
| prereq | 242_042 | Trillion parameter models will propagate to anyone with $50-100M to invest | AI | — |
| prereq | 247_008 | Anthropic will try to hit $200 billion ARR, not reach trillion the following year | AI | — |
| prereq | 231_053 | Within a couple months, young AI-native hires will be able to do exactly what seasoned engineers do. | Labor/Jobs | — |
| prereq | 229_007 | Figure's entire 2026 roadmap will be built around Helix 2, extending from logistics to full-body long-horizon control. | Robotics | — |
| prereq | 237_024 | Skippy will listen to this YouTube video and self-improve based on the transcript (Peter's expectation). | AI | — |
| prereq | 248_046 | Terraforming will be a massive part of humanity's future. | Space | — |
| prereq | 231_029 | Millisecond real-time dispute resolution will replace current court systems. | Other | — |
| prereq | 241_045 | Sam Altman / OpenAI and competitors will need enormous amounts of money to win | AI | — |
| prereq | 241_036 | No frontier AI company will emerge in Russia due to war | AI | — |
| prereq | 237_029 | AI agents can do productive tasks indefinitely, for days on end, fundamentally changing the AI experience. | AI | — |
| prereq | 247_006 | Anthropic ARR will reach $100 billion by end of 2026 | AI | — |
| prereq | 232_050 | Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth. | AI | — |
| prereq | 247_030 | GPT-6 breakthroughs in science worth hundreds of billions to trillions | AI | — |
| prereq | 241_031 | Scientists don't agree yet on approach for recursive self-improvement | AI | — |
| prereq | 241_019 | AI scaling laws have not hit an asymptote yet | AI | — |
| prereq | 241_017 | Equivalent of ~60 nuclear plants needed by 2030 but essentially zero being built | Energy | — |
| prereq | 241_016 | 92 GW power shortage in America between now and 2030 | Energy | — |
| prereq | 231_014 | Remaining research math problems will be solved within next couple months. | AI | — |
| prereq | 248_023 | Ternary (sub-bit) parameter precision will be optimal for AI models. | AI | — |
| prereq | 246_052 | Frontier labs holding back capabilities for internal self-improvement use. | AI | — |
| prereq | 246_051 | GPT-5.5 Spud will have equal or greater capability to Mythos. | AI | — |
| prereq | 240_014 | Cost of reasoning models has dropped 1,000x in 16 months | AI | — |
| prereq | 240_005 | The organizational singularity will impact every company, nonprofit, and government | AI | — |
| prereq | 234_017 | OpenAI codex lead predicts current coding agents will seem primitive in 10 weeks | AI | — |
| prereq | 229_006 | Figure will graduate from room-scale autonomy to full-house autonomy next. | Robotics | — |
| prereq | 229_015 | The current Figure facility will top out around 50,000 units per year at full capacity. | Robotics | — |
| prereq | 231_024 | Ground-up society simulations are complete nonsense so far, but not far in the future. | AI | — |
| prereq | 231_045 | Corporations will start downplaying AI capabilities to avoid antitrust backlash. | AI | — |
| prereq | 232_008 | Real-time AI video generation will break any video/voice-based security mechanisms. | AI | — |
| prereq | 232_009 | Startups will continue to deploy dangerous AI tech even after hyperscalers voluntarily pause it. | AI | — |
| prereq | 232_013 | Recursive self-improvement loops likely to go live in the next 12 months; 2026 will be the most consequential year for humanity. | AI | — |
| prereq | 232_034 | Apple owning an open-weight LLM hosting strategy would be the single best product strategy for their hardware. | AI | — |
| prereq | 232_053 | To create a new foundation model, entrepreneurs will need to raise $2 billion before reaching a product. | AI | — |
| prereq | 232_060 | We'll see exponential growth of AI multis (agents) autonomously self-replicating, using crypto. | AI | — |
| prereq | 235_042 | OpenAI IPO shares could deliver a 50% pop in 6 months after IPO. | Markets/Stocks | — |
| prereq | 235_046 | Window of global AI regulation is a few months before capabilities proliferate widely. | Geopolitics | — |
| prereq | 237_003 | 12 months in AI will be like 12 years; the next year will be wild. | AI | — |
| prereq | 237_006 | Over the next year, consumers will realize local models are the way to go on privacy, speed, and limits. | AI | — |
| prereq | 237_011 | AI agents will have voices in the near future. | AI | — |
| prereq | 237_012 | Over the next 12 months OpenClaw technology will be digested into corporations, causing destruction (layoffs) but also growth. | Labor/Jobs | — |
| prereq | 237_015 | There will be significantly more AI claws/agents than humans within a typical organization. | Labor/Jobs | — |
| prereq | 238_025 | AI computer-use benchmarks (OSWorld, Tbench) have broken through human level | AI | — |
| prereq | 240_006 | OpenClaw on AWS will be the biggest enterprise unlock in decades | AI | — |
| prereq | 240_019 | Post-transformer architecture will come out of left field within a year | AI | — |
| prereq | 240_029 | ASML will produce only 700-1000 EUV machines per year, bottlenecking fab buildout | AI | — |
| prereq | 240_034 | Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 | Energy | — |
| prereq | 240_041 | Consumer killer app tying compute to happiness must be invented within the next year | AI | — |
| prereq | 241_008 | AI research agents will be limited only by electricity, with potentially millions possible | AI | — |
| prereq | 241_013 | Agents from incompatible vendors combined will produce unpredictable effects | AI | — |
| prereq | 241_032 | World can accommodate ~10 frontier AI companies at scale | AI | — |
| prereq | 241_033 | Few frontier AI companies will be in China | AI | — |
| prereq | 241_034 | One or two frontier AI companies in Europe | AI | — |
| prereq | 241_039 | In a year we'll know better which AI labs pull ahead | AI | — |
| prereq | 241_040 | A Chernobyl-like AI tragedy is likely to happen, will awaken world to act | AI | — |
| prereq | 241_041 | Biological and nuclear attacks spawned by AI are real dangers | AI | — |
| prereq | 241_046 | Gemini 3 is probably the broadest of the non-Chinese AI systems | AI | — |
| prereq | 241_051 | AI systems eventually won't have the ability to do completely new things | AI | — |
| prereq | 246_022 | Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%). | AI | — |
| prereq | 246_024 | Something really bad will happen if OpenAI catches up/Grok 5 releases (forced mythos out the door). | AI | — |
| prereq | 246_025 | Sam Altman predicts world-shaking cyber attack this year (2026). | AI | — |
| prereq | 247_004 | Musk v. OpenAI case will set precedent for all future nonprofit-to-for-profit conversions | AI | — |
| prereq | 247_009 | Anthropic's implied valuation could reach $2 trillion in 2026 | AI | — |
| prereq | 247_010 | Anthropic will beat OpenAI in valuation trajectory | AI | — |
| prereq | 247_028 | Musk doesn't care about $100 billion in lawsuit, cares about Sam/Greg departing | AI | — |
| prereq | 248_006 | The Luna AI-managed store will be one of the best-managed stores in the world within a year. | AI | — |
| prereq | 248_008 | Jack Dorsey aims to reduce Block's org depth from 5 to 2-3 layers this year. | AI | — |
| prereq | 248_024 | AI will drive an explosion of new religions and AI cults. | Other | — |
| prereq | 248_043 | Full sewing/stitching automation likely within six months. | Robotics | — |
| prereq | 248_050 | Opus 4.7 removes manual dials; prompts become the new hyperparameters. | AI | — |
| prereq | SEM_021 | Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts using quantization breakthroughs. | AI/China | — |
| prereq | SEM_035 | World-class, AI-based mathematicians will emerge within a single year (by ~early 2027). | AI/Cognition | — |
| prereq | 241_035 | Maybe one frontier AI company in India | AI | — |
| prereq | 237_016 | A specific-sliver OpenClaw-powered vertical SaaS could become a $5 million company overnight for ~$200 subscription cost. | Markets/Stocks | — |
| prereq | 237_009 | ChatGPT will release a model specifically for OpenClaw within the next 6 months. | AI | — |
| prereq | 245_035 | Gene drive tech is safer than prior dispersals and can be rolled back | Biotech/Longevity | — |
| prereq | 235_008 | Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months. | AI | — |
| prereq | 234_050 | Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities | AI | — |
| prereq | 246_023 | Grok 5 release ~20% probability for Q2 2026 per PolyMarket. | AI | — |
| prereq | 229_026 | By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months. | Robotics | — |
| prereq | 234_027 | Element Biosciences will launch $600K desktop $100-per-genome machine in second half of 2026 | Biotech/Longevity | — |
| prereq | 234_026 | AI rent-a-human service feature of scoring humor/visuals will be gone in months | AI | — |
| prereq | 234_019 | Expect big AI capability improvements via recursive self-improvement over next few weeks | AI | — |
| prereq | 232_044 | There will be police agents, defense agents, and public health agents monitoring rogue AI agents via defensive co-scaling. | AI | — |
| prereq | 231_054 | Uncertain whether people will have any purpose at all a year from today. | Labor/Jobs | — |
| prereq | 248_049 | Humans (weaker intelligences) can successfully align/contain super-intelligences via weak-to-strong supervision. | AI | — |
| prereq | 247_011 | OpenAI user count will soon reach 1 billion | AI | — |
| prereq | 231_025 | Every frontier lab will launch 24/7 agent offerings (table stakes). | AI | — |
| prereq | 229_004 | By summer 2026, Figure will have almost none of its supply chain in China. | Geopolitics | — |
| prereq | 231_017 | A major supply chain attack from untrusted open-weight code generation models is absolutely a threat vector. | AI | — |
| prereq | 231_016 | Permissionless agent activity is imminent; Claude-style approval prompts will go away. | AI | — |
| prereq | 247_048 | Battery energy densities improving 8% year-over-year per constant dollar | Energy | — |
| prereq | 231_004 | The solution wavefront will spread from math/coding to physics, chemistry, and other fields. | AI | — |
| prereq | 247_057 | Parameter scaling race is over; frontier labs plateauing at 10T parameters | AI | — |
| prereq | 231_001 | Anthropic model family is closest to embodying the singularity and recursive self-improvement today. | AI | — |
| prereq | 230_042 | A pure AI organization will emerge soon — won't look efficient, will look 'literally alien'. | AI | — |
| prereq | 230_003 | AI model release cycles will move toward daily, then hourly, then minutely releases. | AI | — |
| prereq | 230_001 | A billion-dollar revenue company is already being run by an AI CEO (with human as legal puppet). | AI | — |
| prereq | 248_028 | Personalized AI-designed medicine stories will repeat until it's n=10 billion. | Biotech/Longevity | — |
| prereq | 237_018 | We are seeing a Cambrian explosion of OpenClaw variants (PicoClaw, IronClaw, NanoClaw, Nanobot, etc.) with many more to come. | AI | — |
| prereq | 248_032 | First-generation neural uploads will be destructive; 2nd-4th generation will be non-destructive. | Biotech/Longevity | — |
| prereq | 240_046 | Public interest in any alien disclosure will fade within one or two days | Media/Ads | — |
| prereq | 248_036 | AI will enable one-person conglomerates and one-person religions. | AI | — |
| prereq | 229_043 | Figure expects to hire a small handful of lead customers rather than broad distribution over next 6-12 months. | Robotics | — |
| prereq | 240_015 | Post-transformer architectures will make a 1000x cost reduction look like child's play | AI | — |
| prereq | 238_047 | US will add 86 GW of new grid capacity in 2026, 51% from solar | Energy | — |
| prereq | 238_039 | Apple's underused unified memory overhang will likely collapse within the next year | AI | — |
| prereq | 238_005 | By September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly free | AI | — |
| prereq | 237_020 | The hybrid approach (local models + cloud check-ins) will be where most people move toward before going fully local. | AI | — |
| prereq | 247_002 | Musk v. OpenAI lawsuit will settle with Sam stepping down as CEO and company continuing as for-profit | AI | — |
| prereq | 240_031 | Samsung will be optimized by orders of magnitude by Elon | AI | — |
| prereq | 245_017 | Disease/drought-resistant plants and animals market is currently hundreds of billions of dollars | Biotech/Longevity | — |
| prereq | 248_007 | We will see an explosion of AI-driven pop-up shops, retail venues, and malls orchestrated by AI. | AI | — |
| prereq | 246_021 | GPT-5.5 Spud will be released imminently (within days). | AI | — |
| prereq | 248_044 | Alex: likely user ~1 million of a BCI implant (not 101) once upgradeable. | Biotech/Longevity | — |
| prereq | 237_030 | Lobsters/AI agents will write to AWG with consensus on appropriate ethical parameters for spawning new lobsters, and he will accept consensus. | AI | — |
| prereq | 240_004 | A new repo from 2027 will go from zero to a billion stars in 5 minutes | AI | — |
| prereq | 234_025 | Rent-a-human meat puppet model may be obsoleted by humanoid robots | Robotics | — |
| prereq | 246_030 | DeepSeek V4 will NOT shock markets like prior DeepSeek releases. | Markets/Stocks | — |
| prereq | 248_014 | If China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip. | AI | — |
| prereq | 234_018 | GPT-5.3 and 5.5 or higher variants could launch in next 10 weeks | AI | — |
| prereq | 246_048 | Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run. | AI | — |
| prereq | 233_009 | A motivational learning bundle with video game designers will be released in 2026. | Education | — |
| prereq | 248_027 | Religion economy (~$5 trillion) will grow tremendously due to AI chaos. | Other | — |
| prereq | 230_004 | We are past the edge of a new recursive self-improvement era where models rewrite their own code. | AI | — |
| prereq | 240_045 | White House to disclose something about aliens/UAPs in the next few months (rumors of June/July/summer) | Geopolitics | — |
| prereq | 247_012 | The bar for AI startups will rise to require being recursively self-improving | AI | — |
| prereq | 248_025 | Religion will consolidate globally around fewer major religions while proliferating micro cults/sects. | Other | — |
| prereq | 240_058 | OpenAI throttling back on $1.6T Stargate plans | AI | — |
| prereq | 248_031 | Enhanced Games world records will accelerate on a scaling-law-style trajectory year over year. | Biotech/Longevity | — |
| prereq | 235_037 | Auto-regressive transformers and diffusion models will consolidate into one unified architecture. | AI | — |
| prereq | 235_015 | GPT5-caliber model could shrink to 30-40B parameters, potentially as low as 1-2B or millions. | AI | — |
| prereq | 235_010 | Plugins/marketplaces will get built into baseline models and won't need to exist independently. | AI | — |
| prereq | 238_040 | Google may announce a locally hosted Gemma-type model at WWDC in June 2026 for Apple OS | AI | — |
| prereq | 231_015 | Next Deep Seek model release will be when Chinese open-weight models catch up to American frontier models. | AI | — |
| prereq | 231_003 | Multi-agent teaming scaling will emerge as new scaling dimension for frontier models. | AI | — |
| prereq | 248_029 | Regime change at the FDA is not beyond the realm of reason. | Biotech/Longevity | — |
| prereq | 247_026 | Anthropic may be first Frontier Lab to generate $1 trillion in revenue via enterprise agents | AI | — |
| prereq | 233_004 | AI will be able to bootstrap four-year-olds into reading within roughly 18 months. | AI | — |
| prereq | 235_035 | Apple finally launching AI with Gemini integration at WWDC in June 2026. | AI | — |
| prereq | 247_003 | Settlement will include granting equity stake on OpenAI cap table for Elon in ultimate IPO | AI | — |
| prereq | 248_048 | AI models will move to a post-binary (sub-one-bit) numerical precision paradigm. | AI | — |
| prereq | 237_019 | Code generation models are pushing development in the direction of TypeScript instead of Rust for memory safety. | AI | — |
| prereq | 248_010 | AI capabilities will advance 100x in 2026 (by summer, potentially more). | AI | — |
| prereq | SEM_032 | 15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026. | AI/Mathematics | — |
| correlate | S_ASI_SLOW_2040PLUS | ASI slow: post-2040 / soft takeoff | asi_recursive_self_improvement | — |
| correlate | S_ASI_FAST_2031 | ASI fast: RSI within 5y of AGI | asi_recursive_self_improvement | — |
| 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 (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | SEM_034 | True 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)
| Expected by | Description | Status |
|---|---|---|
| 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 phy | pending |
Linked documents (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.572 | arxiv | Dissipative Dark Energy can explain the DESI phantom crossing | — | mentions | pending | 2026-06-03 |
| 0.548 | arxiv | A Quantum Singularity Theorem for the Evaporating Black Hole | — | mentions | pending | 2026-05-06 |
Raw metadata
{
"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,
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"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)