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233_004predictionAIAI-timing

AI will be able to bootstrap four-year-olds into reading within roughly 18 months.

Predictor: Joe Liemandt · ep#233 "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233" · source

Prior probability
40.0%
Current probability
34.7%
evolves via intake + LBP
Conviction
3/5
Signal quality
D
Resolution
pending
Window
2027-01-01 – 2027-09-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

AI will be able to bootstrap four-year-olds into reading within roughly 18 months. | when you talk about specialists we still have reading specialists to make sure kids get bootstrapped. Once you can read, I can teach you math. I can teach you all the other subjects, but the basically the the detection of a fouryear-old, the AIs aren't good enough yet. You know, we think we need another 18 months before AIS can do that.

Verbatim quote

From episode "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233"
when you talk about specialists we still have reading specialists to make sure kids get bootstrapped. Once you can read, I can teach you math. I can teach you all the other subjects, but the basically the the detection of a fouryear-old, the AIs aren't good enough yet. You know, we think we need another 18 months before AIS can do that.

Predictor: Joe Liemandt

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0064
excellent
Hits / Misses
1 / 0
of 1 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Joe Liemandt 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%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.7%

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: 6 fired ✓ · 4 pending
  1. 2025-09-01hitAlpha School publishes 2 Hour Learning standardized-test results: top 1% nationally
    How: Alpha School / 2 Hour Learning publishes MAP / standardized-test results showing students consistently in top 1% nationally per third-party assessments
    Source: https://alpha.school/the-future-of-education-joe-liemandts-vision-for-alpha-school/conf 85%
  2. 2026-01-01 → 2026-12-31pendingLiemandt launches Timeback / EdTech licensing platform for AI-native schools
    How: Timeback platform publicly launched per alpha.school / Knowledge Project podcast; AI tutoring software licensed to >=5 partner schools
    Source: https://alpha.school/no-priors-reinventing-k-12-education-using-ai-with-alpha-school-principal-joe-liemandt/conf 70%
  3. 2026-06-01 → 2027-06-30pendingPublic demo: AI tutor brings non-reading 4-year-old to fluent reading in <=6 months
    How: Alpha School / Trilogy publishes case study (or third-party validation) of pre-K students achieving early-reading benchmarks (e.g., DIBELS / phonemic-awareness fluency) via AI tutor in <=6 months
    Source: https://us.cnn.com/2026/01/29/politics/alpha-school-trump-ai-teachingconf 50%
  4. 2026-09-01 → 2027-09-30pendingTrilogy / Liemandt deprecates human reading specialists for pre-K cohort
    How: Public statement (podcast / press) from Liemandt or Alpha School confirming pre-reading bootstrapping is now AI-only at scale; staffing model published
    Source: https://fs.blog/knowledge-project-podcast/joe-liemandt/conf 40%
  5. 2027-01-01 → 2027-12-31pendingIndependent K-12 study validates AI-bootstrapped reading for ages 4-5
    How: Peer-reviewed or NWEA / Education Next study validates AI tutor reading-bootstrapping efficacy for 4-5 year olds across multiple sites
    Source: https://en.wikipedia.org/wiki/Alpha_Schoolconf 35%
  6. 2027-09-01 → 2028-12-31pendingCascade: state-level pilot adopts AI-tutor reading curriculum for pre-K
    How: At least one US state DOE pilots AI-tutor pre-K reading curriculum (Texas, Florida, Arizona most likely); covered by Education Week / press
    Source: https://us.cnn.com/2026/01/29/politics/alpha-school-trump-ai-teachingconf 40%

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
LBP2026-05-03T02:00:01Z34.7%-1.2pp
Network propagation: 35.9% → 34.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.9%-1.7pp
Network propagation: 37.5% → 35.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z37.5%-2.5pp
Network propagation: 40.0% → 37.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.4000.050-0.064
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.4000.050-0.042
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.4000.050-0.039
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4000.050-0.037
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.4000.050-0.030

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%0.7500.050-0.106
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.106
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.095
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.085
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.068

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
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
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI
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

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "18 months",
  "url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "caveats": "Requires AI capability advancement to detect/coach 4-year-olds in reading",
  "context": "we still have reading specialists to make [clears throat] sure kids get bootstrapped. Once you can read, I can teach you math. I can teach you all the other subjects, but the basically the the detection of a fouryear-old, the AIs aren't good enough yet. You know, we think we need another 18 months before AIS can do that. >> Oh, so that'll that'll crumble, too. That's interesting. >> It will. It will, but even then, you'll still have five to six to one.",
  "to_year": 2027,
  "verbatim": "when you talk about specialists we still have reading specialists to make sure kids get bootstrapped. Once you can read, I can teach you math. I can teach you all the other subjects, but the basically the the detection of a fouryear-old, the AIs aren't good enough yet. You know, we think we need another 18 months before AIS can do that.",
  "conv_cues": "we think; need another 18 months",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "~18 months from 2026-02-25 (~August 2027)",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Alpha School publishes 2 Hour Learning standardized-test results: top 1% nationally",
      "source": "https://alpha.school/the-future-of-education-joe-liemandts-vision-for-alpha-school/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2025-09-01",
      "observed_date": "2025-09-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Alpha School / 2 Hour Learning publishes MAP / standardized-test results showing students consistently in top 1% nationally per third-party assessments"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Liemandt launches Timeback / EdTech licensing platform for AI-native schools",
      "source": "https://alpha.school/no-priors-reinventing-k-12-education-using-ai-with-alpha-school-principal-joe-liemandt/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-1
... (truncated)