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233_014predictionBiotech/LongevityAI-scaling

Over the next 12 years, half of kids will have neural links while others won't, creating divergence.

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

Prior probability
55.0%
Current probability
45.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2038-11-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Over the next 12 years, half of kids will have neural links while others won't, creating divergence. | if you think about you know if you start with a batch of say you know six seven eight year olds and you're planning that to end as 18 year olds but in the intervening 12 years you know half the kids will have neural links and the other half won't you know and they'll be they'll be doing something in the back of their mind you can't even see

Verbatim quote

From episode "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233"
if you think about you know if you start with a batch of say you know six seven eight year olds and you're planning that to end as 18 year olds but in the intervening 12 years you know half the kids will have neural links and the other half won't you know and they'll be they'll be doing something in the back of their mind you can't even see

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.4%

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: 4 fired ✓ · 5 pending
  1. 2026-09-01 → 2027-12-31pendingNeuralink human trial enrollment exceeds 50 participants
    How: Neuralink updates page reports >50 enrolled patients across PRIME, CONVOY, VOICE, Blindsight programs (currently 21 as of early 2026)
    Source: deep_research_enrichedconf 70%
  2. 2028-01-01 → 2032-12-31pendingFDA grants first non-medical / cognitive-augmentation BCI trial approval
    How: FDA grants IDE for a BCI clinical trial in non-disabled individuals for cognitive enhancement or non-therapeutic use (current approvals are all medical)
    Source: deep_research_enrichedconf 40%
  3. 2029-01-01 → 2034-12-31pendingFirst FDA full-market approval (non-IDE) for any consumer-targeted invasive BCI
    How: FDA issues PMA or De Novo authorization permitting commercial sale of an invasive BCI to consumers without trial enrollment
    Source: deep_research_enrichedconf 35%
  4. 2030-01-01 → 2035-12-31pendingPediatric BCI trial (under 18) approval by FDA or equivalent regulator
    How: FDA, EMA, or PMDA grants first invasive BCI trial including pediatric patients (any indication), critical for the 'kids will have neural links' thesis
    Source: deep_research_enrichedconf 30%
  5. 2032-01-01 → 2038-11-30pendingCumulative invasive BCI implant population exceeds 100,000 globally
    How: Aggregated industry data (Neuralink, Synchron, Precision, BlackRock Neurotech, Paradromics) reports cumulative >100,000 invasive BCI implants worldwide
    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: 45%)

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
LBP2026-05-10T02:00:02Z45.4%-1.1pp
Network propagation: 46.5% → 45.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.5%-2.0pp
Network propagation: 48.5% → 46.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.5%-2.6pp
Network propagation: 51.2% → 48.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.2%-3.8pp
Network propagation: 55.0% → 51.2%
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)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.550-0.079
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5500.050-0.069
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.068
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.054
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.046

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%0.6000.050-0.099
prereq244_029
Combustion engines largely gone in 20 years but world will bDara Khosrowshahi
35.4%0.5500.050-0.080
prereq244_002
Humans will be demonstrably less safe than autonomous driverDara Khosrowshahi
37.6%0.6000.050-0.080
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.028
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.024

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
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_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
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_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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 (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq230_024Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Biotech/Longevity
prereq244_002Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15)Auto/Transport
prereq244_029Combustion engines largely gone in 20 years but world will be very differentEnergy

Linked documents (10)

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "half",
  "url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
  "mode": "SPECULATION",
  "role": "Host",
  "caveats": "Rhetorical framing within question",
  "context": "if you think about you know if you start with a batch of say you know six seven eight year olds and you're planning that to end as 18 year olds but in the intervening 12 years you know half the kids will have neural links and the other half won't you know and they'll be they'll be doing something in the back of their mind you can't even see like how are you going to deal with this constant rate of change during that timeline.",
  "to_year": 2038,
  "verbatim": "if you think about you know if you start with a batch of say you know six seven eight year olds and you're planning that to end as 18 year olds but in the intervening 12 years you know half the kids will have neural links and the other half won't you know and they'll be they'll be doing something in the back of their mind you can't even see",
  "conv_cues": "half the kids will have",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "12 years (~2038)",
  "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": -9,
      "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": -8,
      "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": -7,
      "source_id": "SEM_014",
      "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": -6,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Neuralink human trial enrollment exceeds 50 participants",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://neuralink.com/trials/",
      "expected_date": "2027-05-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Neuralink updates page reports >50 enrolled patients across PRIME, CONVOY, VOICE, Blindsight programs (currently 21 as of early 2026)"
    },
    {
      "kind": "llm_pre_event",
      "label": "FDA grants first non-medical / cognitive-augmentation BCI trial approval",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.4,
      "source_url": "https://sparkco.ai/blog/brain-computer-interface-neuralink-
... (truncated)