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232_059predictionMacro/EconomyAGI

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

Prior probability
40.0%
Current probability
34.2%
evolves via intake + LBP
Conviction
2/5
Signal quality
C
Resolution
pending
Window
2031-06-01 – 2031-06-30
Edges in / out
5 / 5
Tickers exposed
21

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

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
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

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

3 prob_history rows
0%25%50%75%100%prior 40%2026-04-302026-04-302026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.2%

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 ✓ · 5 pending
  1. 2026-01-01 → 2026-12-31pendingSam Altman publicly walks back UBI as primary mechanism, advocates equity/wealth-fund alternatives
    How: Altman public statement (interview or essay) shifts position to American Equity Fund or sovereign-wealth-style proposal as primary AI redistribution model
    Source: deep_research_enrichedconf 85%
  2. 2027-06-01 → 2028-12-31pendingOpenResearch publishes 5-year longitudinal follow-up to $60M UBI experiment with policy recommendations
    How: OpenResearch peer-reviewed publication with 5y outcomes from original $1K/mo cohort
    Source: deep_research_enrichedconf 50%
  3. 2027-01-01 → 2029-06-30pendingMajor US state introduces AI sovereign wealth fund or AI-tax-funded equity-distribution legislation
    How: State (CA, NY, or WA) introduces bill creating sovereign-style AI-revenue distribution to residents
    Source: deep_research_enrichedconf 40%
  4. 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 revenue
    Source: deep_research_enrichedconf 30%
  5. 2029-01-01 → 2031-06-30pendingOECD or World Bank report formally tracks 'capital-side dividends' as macro indicator
    How: OECD/World Bank publishes structural framework treating universal capital dividends as policy-tracked redistribution mechanism
    Source: deep_research_enrichedconf 35%
  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: 34%)

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
LBP2026-05-17T02:00:01Z34.2%-1.2pp
Network propagation: 35.4% → 34.2%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-04-30T16:39:51Z35.4%-1.5pp
Network propagation: 36.9% → 35.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z36.9%-3.1pp
Network propagation: 40.0% → 36.9%
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
prereq242_057
Artemis 2 launches April 1, 2026 - circumlunar missionPeter Diamandis
56.2%0.4000.050-0.100
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.4000.050-0.036
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.400+0.023
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.4000.050-0.022
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.400+0.005

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.108
prereq239_009
People will be on Mars within 10 yearsElon Musk
30.9%0.5500.050-0.092
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.083
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.071
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.070

Ticker exposure

21 ticker(s) linked

Beneficiaries (14)

SOUNNVDAGTLBAIBBAITCEHYAMZNBABAGOOGLIBMMETAMSFTORCLSHOP

Adverse (7)

ACNCTSHFRSHCHGGIBMINFYPEGA

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereq242_057Artemis 2 launches April 1, 2026 - circumlunar missionSpace
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
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace
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 (8)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.604polymarketWill MegaETH launch a token by June 30, 2026?100%mentionspending2026-02-16
0.597polymarketWill Dan Caine be the leader of Venezuela end of 2026?0%mentionspending2026-01-04
0.597manifoldMana inflation protection bondsmentionspending2026-05-11
0.592polymarketWill Frank Donovan be the leader of Venezuela end of 2026?0%mentionspending2026-01-04
0.589polymarketWill Evan Pettus be the leader of Venezuela end of 2026?0%mentionspending2026-01-04
0.587polymarketWill Nicolás Maduro be the leader of Venezuela end of 2026?66%mentionspending2026-01-04
0.586polymarketWill Richard Grenell be the leader of Venezuela end of 2026?0%mentionspending2026-01-04
0.585polymarketWill Dinorah Figuera be the leader of Venezuela end of 2026?0%mentionspending2026-01-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Artemis 2 launches April 1, 2026 - circumlunar mission",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "242_057",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30"
    },
    {
      "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",
      "source": "deep_research_enriched",
      "status": "pending",
      "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)