← Cockpit
233_008predictionEducationAI-scaling

Public school adoption of Alpha model will take place in the second decade, not the first.

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
32.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
D
Resolution
pending
Window
2036-01-01 – 2046-09-30
Edges in / out
12 / 2
Tickers exposed
37

Prediction text

Public school adoption of Alpha model will take place in the second decade, not the first. | Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?

Verbatim quote

From episode "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233"
Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?

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

4 prob_history rows
0%25%50%75%100%prior 40%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 32.3%

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: 5 fired ✓ · 6 pending
  1. 2026-01-01 → 2026-12-31pendingAlpha School Timeback EducationOS launches publicly (homeschoolers, new private schools)
    How: Public launch announcement on alpha.school or via Liemandt; Timeback platform available to non-Alpha private/homeschool customers
    Source: deep_research_enrichedconf 85%
  2. 2027-01-01 → 2030-12-31pendingAlpha School expands to 25 private campuses (current scaling target)
    How: alpha.school site lists ≥25 active campus locations
    Source: deep_research_enrichedconf 55%
  3. 2030-01-01 → 2036-12-31pendingFirst US public school district (charter or pilot) formally adopts Timeback / 2-hour AI tutor model
    How: Public school board vote / state DOE press release confirms district has adopted Timeback model in mainstream schools
    Source: deep_research_enrichedconf 40%
  4. 2034-01-01 → 2042-12-31pending≥10 US states permit/fund Alpha-style AI-tutor public school pilots (proof of second-decade adoption)
    How: 10+ state DOE / legislature programs codify AI-tutor mastery-based public schools per ECS or NCSL tracking
    Source: deep_research_enrichedconf 30%
  5. 2038-01-01 → 2046-09-30pendingFederal/state public school AI-tutor mainstream adoption — ≥1M public school students on Timeback-style platform
    How: NCES/ED data shows ≥1M K-12 public school students enrolled in mastery-based AI-tutor curriculum during normal school day
    Source: deep_research_enrichedconf 25%

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: 32%)

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
LBP2026-05-17T02:00:01Z32.3%-1.0pp
Network propagation: 33.3% → 32.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z33.3%-1.4pp
Network propagation: 34.6% → 33.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z34.6%-2.0pp
Network propagation: 36.6% → 34.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z36.6%-3.4pp
Network propagation: 40.0% → 36.6%
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_004
Musk ecosystem will lap Nvidia by 1-2 orders of magnitudePeter Diamandis
41.4%0.4000.050-0.130
prereq241_015
Google and Nvidia will both do incredibly well due to TPU/GPEric Schmidt
51.1%0.4000.050-0.097
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.400-0.045
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.400+0.042
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.4000.050-0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq230_024
Under a certain age (40-50) life expectancy is infinity due Dave Blundin
39.6%0.6000.050-0.171
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.107

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (12)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereq242_004Musk ecosystem will lap Nvidia by 1-2 orders of magnitudeMarkets/Stocks
prereq241_015Google and Nvidia will both do incredibly well due to TPU/GPU positioningMarkets/Stocks
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (2)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq230_024Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Biotech/Longevity

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.562gdeltmentionspending2026-04-30
0.557gdeltmentionspending2026-04-30
0.555gdeltmentionspending2026-04-30
0.555gdeltmentionspending2026-04-30
0.554gdeltmentionspending2026-04-30
0.553gdeltmentionspending2026-04-30
0.551gdeltmentionspending2026-04-30
0.551gdeltmentionspending2026-04-30
0.551gdeltmentionspending2026-04-30
0.551gdeltmentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "second decade",
  "url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "Based on 20-year commitment and expected regulatory resistance",
  "context": "Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right? It's with v, you know, there's a whole set of schools.",
  "to_year": 2046,
  "verbatim": "Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?",
  "conv_cues": "I think is going to be",
  "direction": "HAPPEN",
  "from_year": 2036,
  "timeframe": "Years 11-20 from now (~2036-2046)",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -7,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Google and Nvidia will both do incredibly well due to TPU/GPU positioning",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "241_015",
      "expected_date": "2026-06-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Alpha School Timeback EducationOS launches publicly (homeschoolers, new private schools)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://alpha.school/the-future-of-education-joe-liemandts-vision-for-alpha-school/",
      "expected_date": "2026-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Public launch announcement on alpha.school or via Liemandt; Timeback platform available to non-Alpha private/homeschool customers"
    },
    {
      "kind": "llm_pre_event",
      "label": "Alpha School expands to 25 private campuses (current scaling target)",
      "source": "deep_research_enri
... (truncated)