Universal basic equity / sovereign dividends will eventually put everyone on capital side of ledger.
Predictor: Alex Wissner-Gross · ep#232 "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232" · source
Prediction text
Universal basic equity / sovereign dividends will eventually put everyone on capital side of ledger. | if we found ourselves in a near future with universal basic equity where everyone just gets sovereign dividends everyone would be on on the capital side of the ledger and not on the labor side.
Watch events: ARC-AGI-2 scores; Frontier Math Tier 4 benchmark; SWE-bench Verified; Humanity's Last Exam
Verbatim quote
if we found ourselves in a near future with universal basic equity where everyone just gets sovereign dividends everyone would be on on the capital side of the ledger and not on the labor side.
Predictor: Alex Wissner-Gross
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-01-01 → 2026-12-31pendingSam Altman publicly walks back UBI as primary mechanism, advocates equity/wealth-fund alternativesHow: Altman public statement (interview or essay) shifts position to American Equity Fund or sovereign-wealth-style proposal as primary AI redistribution modelSource: deep_research_enrichedconf 85%
- 2027-06-01 → 2028-12-31pendingOpenResearch publishes 5-year longitudinal follow-up to $60M UBI experiment with policy recommendationsHow: OpenResearch peer-reviewed publication with 5y outcomes from original $1K/mo cohortSource: deep_research_enrichedconf 50%
- 2027-01-01 → 2029-06-30pendingMajor US state introduces AI sovereign wealth fund or AI-tax-funded equity-distribution legislationHow: State (CA, NY, or WA) introduces bill creating sovereign-style AI-revenue distribution to residentsSource: deep_research_enrichedconf 40%
- 2028-06-01 → 2031-06-14pendingFirst nation or sub-national region implements equity-based AI dividend (mirroring Alaska Permanent Fund model)How: Government implements citizen-distribution from AI-company contributions or compute-tax revenueSource: deep_research_enrichedconf 30%
- 2029-01-01 → 2031-06-30pendingOECD or World Bank report formally tracks 'capital-side dividends' as macro indicatorHow: OECD/World Bank publishes structural framework treating universal capital dividends as policy-tracked redistribution mechanismSource: deep_research_enrichedconf 35%
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 |
|---|---|---|---|---|---|
| prereq | 242_057 Artemis 2 launches April 1, 2026 - circumlunar mission — Peter Diamandis | 56.2% | 0.400 | 0.050 | -0.100 |
| prereq | 235_038 David Sinclair begins partial epigenetic reprogramming trial — Peter Diamandis | 74.0% | 0.400 | 0.050 | -0.036 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.400 | +0.023 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.400 | 0.050 | -0.022 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.400 | +0.005 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.108 |
| prereq | 239_009 People will be on Mars within 10 years — Elon Musk | 30.9% | 0.550 | 0.050 | -0.092 |
| prereq | 232_047 Mass drivers on the moon will shoot AI satellites into deep — Elon Musk | 30.0% | 0.550 | 0.050 | -0.083 |
| prereq | 239_008 Moon base will exist in 10 years — Elon Musk | 28.8% | 0.550 | 0.050 | -0.071 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | -0.070 |
Ticker exposure
Beneficiaries (14)
Adverse (7)
Prerequisites (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 235_038 | David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026. | Biotech/Longevity | — |
| prereq | 242_057 | Artemis 2 launches April 1, 2026 - circumlunar mission | Space | — |
| 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 | 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 | — |
| prereq | 239_008 | Moon base will exist in 10 years | Space | — |
| prereq | 239_009 | People will be on Mars within 10 years | Space | — |
| prereq | 232_047 | Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow. | Space | — |
Linked documents (8)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.604 | polymarket | Will MegaETH launch a token by June 30, 2026? | 100% | mentions | pending | 2026-02-16 |
| 0.597 | polymarket | Will Dan Caine be the leader of Venezuela end of 2026? | 0% | mentions | pending | 2026-01-04 |
| 0.597 | manifold | Mana inflation protection bonds | — | mentions | pending | 2026-05-11 |
| 0.592 | polymarket | Will Frank Donovan be the leader of Venezuela end of 2026? | 0% | mentions | pending | 2026-01-04 |
| 0.589 | polymarket | Will Evan Pettus be the leader of Venezuela end of 2026? | 0% | mentions | pending | 2026-01-04 |
| 0.587 | polymarket | Will Nicolás Maduro be the leader of Venezuela end of 2026? | 66% | mentions | pending | 2026-01-04 |
| 0.586 | polymarket | Will Richard Grenell be the leader of Venezuela end of 2026? | 0% | mentions | pending | 2026-01-04 |
| 0.585 | polymarket | Will Dinorah Figuera be the leader of Venezuela end of 2026? | 0% | mentions | pending | 2026-01-04 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
"mode": "SPECULATION",
"role": "Host",
"caveats": "Conditional speculation",
"context": "if we found ourselves in a near future with universal basic equity where everyone just gets sovereign dividends everyone would be on on the capital side of the ledger and not on the labor side. So I think a lot of these distinctions, is it 70 hours of work per week or is it 70 hours of enforced play or incentivized play? Is it labor or is it capital? I think these are pretty mushy, blurry distinctions in a post-industrial and arguably increasingly trans-s singular posts singular economy.",
"to_year": 2035,
"verbatim": "if we found ourselves in a near future with universal basic equity where everyone just gets sovereign dividends everyone would be on on the capital side of the ledger and not on the labor side.",
"conv_cues": "if we found ourselves",
"direction": "HAPPEN",
"from_year": 2027,
"timeframe": "near future",
"conv_level": "MEDIUM",
"milestones": [
{
"kind": "prereq",
"label": "Recursive self-improvement is already happening now (no longer three years out)",
"status": "hit",
"weight": 0.5,
"ordinal": -8,
"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",
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"source_id": "235_038",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
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"label": "Artemis 2 launches April 1, 2026 - circumlunar mission",
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"expected_date": "2026-04-30",
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},
{
"kind": "llm_pre_event",
"label": "Sam Altman publicly walks back UBI as primary mechanism, advocates equity/wealth-fund alternatives",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.85,
"source_url": "https://www.inc.com/leila-sheridan/sam-altman-spent-millions-on-universal-basic-income-now-hes-changing-his-mind/91338380",
"expected_date": "2026-07-02",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-12-31",
"from": "2026-01-01"
},
"measurement_criterion": "Altman public statement (interview or essay) shifts position to American Equity Fund or sovereign-wealth-style proposal as primary AI redistribution model"
},
{
"kind": "llm_pre_event",
"label": "OpenResearch publishes 5-year longitudinal follow-up to $60M UBI experiment with policy recommendations",
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"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.5,
"source_url": "https://www.bloomberg.com/news/articles/2024-07-22/ubi-study-backed-by-openai-s-sam-altman-bolsters-support/",
"expected_date": "2028-03-16",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2028-12-31",
"from": "2027-06-01"
},
"measurement_criterion": "OpenResearch peer-reviewed publication with 5y outcomes from original $1K/mo cohort"
},
{
"kind": "llm_pre_event",
"label": "Major US state introduces AI sovereign wealth fund or AI-tax-funded equity-distribution legislation",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.4,
"source_url": "https://finance.yahoo.com/news/sam-altman-wants-universal-extreme-124300850.html",
"expected_date": "2028-03-31",
... (truncated)