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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-09-01 → 2027-12-31pendingNeuralink human trial enrollment exceeds 50 participantsHow: Neuralink updates page reports >50 enrolled patients across PRIME, CONVOY, VOICE, Blindsight programs (currently 21 as of early 2026)Source: deep_research_enrichedconf 70%
- 2028-01-01 → 2032-12-31pendingFDA grants first non-medical / cognitive-augmentation BCI trial approvalHow: 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%
- 2029-01-01 → 2034-12-31pendingFirst FDA full-market approval (non-IDE) for any consumer-targeted invasive BCIHow: FDA issues PMA or De Novo authorization permitting commercial sale of an invasive BCI to consumers without trial enrollmentSource: deep_research_enrichedconf 35%
- 2030-01-01 → 2035-12-31pendingPediatric BCI trial (under 18) approval by FDA or equivalent regulatorHow: FDA, EMA, or PMDA grants first invasive BCI trial including pediatric patients (any indication), critical for the 'kids will have neural links' thesisSource: deep_research_enrichedconf 30%
- 2032-01-01 → 2038-11-30pendingCumulative invasive BCI implant population exceeds 100,000 globallyHow: Aggregated industry data (Neuralink, Synchron, Precision, BlackRock Neurotech, Paradromics) reports cumulative >100,000 invasive BCI implants worldwideSource: deep_research_enrichedconf 25%
What if this resolves?
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
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.550 | -0.079 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.550 | 0.050 | -0.069 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.550 | 0.050 | -0.068 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.550 | -0.054 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.046 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 230_024 Under a certain age (40-50) life expectancy is infinity due — Dave Blundin | 39.6% | 0.600 | 0.050 | -0.099 |
| prereq | 244_029 Combustion engines largely gone in 20 years but world will b — Dara Khosrowshahi | 35.4% | 0.550 | 0.050 | -0.080 |
| prereq | 244_002 Humans will be demonstrably less safe than autonomous driver — Dara Khosrowshahi | 37.6% | 0.600 | 0.050 | -0.080 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.028 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.024 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 230_024 | Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity. | Biotech/Longevity | — |
| prereq | 244_002 | Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15) | Auto/Transport | — |
| prereq | 244_029 | Combustion engines largely gone in 20 years but world will be very different | Energy | — |
Linked documents (10)
Raw metadata
{
"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)