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233_011predictionEducationAI-timing

Government ministries of education globally will wait and see until dramatically more proof exists before adoption.

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

Prior probability
45.0%
Current probability
36.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2030-06-01 – 2030-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Government ministries of education globally will wait and see until dramatically more proof exists before adoption. | ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.

Verbatim quote

From episode "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233"
ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.

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 45%2026-04-302026-04-302026-05-02
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 36.7%

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: 5 fired ✓ · 1 overdue ⏱ · 4 pending
  1. 2025-12-31overdueOECD AI in education report shows wait-and-see policy posture (2025)
    How: OECD or UNESCO publishes 2025 report documenting that fewer than 5 of the top-30 OECD national education ministries have adopted comprehensive AI-tutoring frameworks, consistent with 'wait and see' posture.
    Source: OECD — AI adoption by small and medium-sized enterprises (Dec 2025)conf 65%
    Notes: OECD 2025 reports broadly confirm slow institutional uptake. Looking for direct K-12 / higher-ed minister-of-education reports next.
  2. 2026-06-01 → 2028-12-31pendingFirst nation-scale AI tutoring rollout (~1M students) commissioned
    How: A national education ministry (Singapore, UAE, Estonia, South Korea, China, India, or US state DOE) commissions an AI tutoring deployment to >1M students with public RFP / contract.
    Source: Anticipated — national education ministry press releases, public procurement recordsconf 55%
    Notes: Direct test of 'wait and see' breaking. Specific watch: Singapore MOE, UAE Ministry of Education, Texas Education Agency.
  3. 2026-09-01 → 2028-12-31pendingPeer-reviewed RCT shows AI-tutoring effect-size > 1 sigma in K-12
    How: Peer-reviewed randomized controlled trial published in a major journal (Nature, Science, AERJ, RCT in education) documents >1 sigma effect-size for AI tutoring on standardized math/literacy assessments.
    Source: Anticipated — Nature, Science, AERJ, ED-Tech research journalsconf 50%
    Notes: Liemandt's 'dramatically more proof' bar. Bloom's 2-sigma is the academic frame.
  4. 2026-09-01 → 2029-06-30pendingFirst G20 ministry of education issues formal AI-tutoring procurement framework
    How: A G20 country's ministry / department of education publishes a formal procurement / standards framework for AI-tutoring products, indicating policy posture has shifted from 'wait and see' to 'evaluate and adopt'.
    Source: Anticipated — G20 education ministry publicationsconf 45%
    Notes: Direct refutation milestone for the prediction.
  5. 2028-01-01 → 2031-12-31pendingCascade: large-scale teacher-displacement labor disclosures
    How: BLS or major OECD national-statistics agency reports >5% YoY decline in K-12 teacher employment attributed to AI tutoring substitution.
    Source: Anticipated — BLS Occupational Employment Statistics, OECD labor dataconf 25%
    Notes: Cascade — labor-force data is the structural test of whether the 'wait and see' posture eventually breaks.
  6. 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: 37%)

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
metadata_milestone_miss_sweep2026-05-02T22:07:21Z36.7%-3.6pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.367 blend=0.367 LLR=-0.154 κ=0.58 no_blend
Raw metadata
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  "trf": 1,
  "kappa": 0.5833,
  "base_rate": null,
  "predictor": "Joe Liemandt",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.38961879358672113,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4038090717537538,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.37914500000000007,
      "label": "OECD AI in education report shows wait-and-see policy posture (2025)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.65,
      "source_url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf",
      "adjusted_llr": -0.15373006841367,
      "expected_date": "2025-12-31",
      "measurement_criterion": "OECD or UNESCO publishes 2025 report documenting that fewer than 5 of the top-30 OECD national education ministries have adopted comprehensive AI-tutoring frameworks, consistent with 'wait and see' posture."
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.36740889606837657,
  "posterior_logit": -0.5433488620003911,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.36740889606837657,
  "blended_posterior": 0.36740889606837657,
  "reference_class_id": null,
  "total_adjusted_llr": -0.15373006841367,
  "predictor_n_resolved": 1
}
LBP2026-04-30T16:39:51Z40.4%-1.8pp
Network propagation: 42.2% → 40.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.2%-2.8pp
Network propagation: 45.0% → 42.2%
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)

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Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

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Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

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
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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killerTK01AGI Capability Plateau (2026-27 Training Stall)
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Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
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prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
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

Linked documents (9)

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "on governments what we find is it's the same thing almost everywhere which is if if countries have a private model you absolutely can get take rate on the private side. The issue is ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.",
  "to_year": 2035,
  "verbatim": "ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.",
  "conv_cues": "pretty much globally very much going to wait",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OECD AI in education report shows wait-and-see policy posture (2025)",
      "notes": "OECD 2025 reports broadly confirm slow institutional uptake. Looking for direct K-12 / higher-ed minister-of-education reports next.",
      "source": "OECD — AI adoption by small and medium-sized enterprises (Dec 2025)",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf",
      "expected_date": "2025-12-31",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "OECD or UNESCO publishes 2025 report documenting that fewer than 5 of the top-30 OECD national education ministries have adopted comprehensive AI-tutoring frameworks, consistent with 'wait and see' posture."
    },
    {
      "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": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "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": -5,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "First nation-scale AI tutoring rollout (~1M students) commissioned",
      "notes": "Direct test of 'wait and see' breaking. Specific watch: Singapore MOE, UAE Ministry of Education, Texas Education Agency.",
      "source": "Anticipated — national education ministry press releases, public procurement records",
      "status": "pending",
  
... (truncated)