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234_014predictionMarkets/Stocks$100T

We will see $100 trillion companies in the next 5-year period

Predictor: Peter Diamandis · ep#234 "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced" · source

Prior probability
70.0%
Current probability
59.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2031-11-30
Edges in / out
8 / 0
Tickers exposed
29

Prediction text

We will see $100 trillion companies in the next 5-year period | We're going to see hundred trillion dollar companies in this next 5year period. | Compound valuation trajectory 2027-2029

Key catalyst: Compound valuation trajectory 2027-2029

Watch events: Top market cap milestones: $10T single stock; $20T; $50T

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
We're going to see hundred trillion dollar companies in this next 5year period.

Resolution evidence

Status: pending

$100T companies within 5 years (2031). Even Musk's most optimistic scenario. Current max: NVIDIA ~$5T. Requires 20x from top + unprecedented concentration. Improbable but not ruled out.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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: mega_market_cap_5y

Linked

Emergence of >$50T single-company market cap within 5y window (SpaceX/NVDA-class)

Base rate
1/10 historical
Inside weight
1.000
TRF=0.93
Outside weight
0.000
no pull
inside 59.5% → blend 59.5% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 70%2026-04-302026-05-032026-05-21
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 59.5%

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: 10 pending
  1. 2027-01-18pendingQ1 window check-in (25%)
  2. 2026-09-01 → 2028-06-30pendingFirst public company breaches $10T market cap
    How: Verified single-day close at >=$10.0T market cap on any major exchange (NVDA, MSFT, GOOG, AAPL, AMZN current leaders)
    Source: deep_research_enrichedconf 60%
  3. 2027-09-30pendingScenario fires: First $1T+ IPO in 2027
  4. 2027-12-31pendingScenario fires: NBER recession declared 2027
  5. 2028-02-04pendingQ2 window check-in (50%)
  6. 2026-09-01 → 2029-12-31pendingFirst trillion-dollar IPO closes at >$1T fully diluted
    How: Private firm (OpenAI, SpaceX, Anthropic, ByteDance, Stripe, Anduril) IPOs or directly lists with first-day fully diluted valuation >=$1T
    Source: deep_research_enrichedconf 45%
  7. 2027-06-01 → 2029-12-31pendingFirst public company breaches $20T market cap
    How: Verified single-day close at >=$20.0T market cap; serves as half-way checkpoint to Diamandis $100T thesis
    Source: deep_research_enrichedconf 35%
  8. 2027-12-01 → 2029-12-31pendingS&P 500 total market cap doubles from 2026 baseline
    How: S&P 500 aggregate market cap reaches 2x the 2026 January 1 baseline, signaling broad participation
    Source: deep_research_enrichedconf 30%
  9. 2029-02-20pendingQ3 window check-in (75%)
  10. 2028-06-01 → 2030-11-30pendingFirst public firm crosses $50T market cap
    How: Verified single-day close at >=$50.0T market cap; final near-term checkpoint before $100T target
    Source: deep_research_enrichedconf 15%

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 59%)

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
intake_event_update2026-05-21T23:15:16Z59.5%+0.0pp
intake:7afeeb9a-f217-4dd2-b910-24ff14bdfc39 bayesian_v2 inside=0.595 blend=0.595 LLR=0.000 κ=0.88 no_blend
Raw metadata
{
  "trf": 0.9347063754706826,
  "kappa": 0.875,
  "base_rate": null,
  "predictor": "Peter Diamandis",
  "total_llr": 0,
  "bayesian_v2": true,
  "prior_logit": 0.3843453613996042,
  "bayes_factor": "1:1 (no signal)",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5949207222809726,
  "kappa_source": "predictor_table",
  "blend_applied": false,
  "contributions": [
    {
      "llr": 0,
      "kappa": 0.875,
      "label": "NVDA and others approaching $5T territory; SpaceX IPO at $2T adds to mega-cap cohort.",
      "adjusted_llr": 0
    }
  ],
  "evidence_kind": "intake_event_update",
  "inside_source": "history_v2",
  "inside_weight": 1,
  "outside_weight": 0,
  "posterior_prob": 0.5949207222809726,
  "evidence_origin": "daily_intake",
  "llm_suggestions": [
    {
      "polarity": "mentions",
      "status_change": "in_progress",
      "evidence_strength": "weak",
      "delta_prob_suggestion": 0.02
    }
  ],
  "posterior_logit": 0.3843453613996042,
  "predictor_brier": 0.03667,
  "evidence_doc_ids": [
    "17886"
  ],
  "inside_posterior": 0.5949207222809726,
  "blended_posterior": 0.5949207222809726,
  "reference_class_id": null,
  "total_adjusted_llr": 0,
  "predictor_n_resolved": 15
}
LBP2026-05-03T02:00:01Z59.5%-1.7pp
Network propagation: 61.2% → 59.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z61.2%-3.1pp
Network propagation: 64.3% → 61.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z64.3%-5.7pp
Network propagation: 70.0% → 64.3%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.700-0.090
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.700-0.057
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.700+0.053
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.700+0.027
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.700-0.025

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

29 ticker(s) linked

Beneficiaries (23)

SOUNCRCLIRBTRIOTMARASYMFANUYNVDABBAIGTLBAIABBNYAMZNCOINGOOGLHOODIBMMETAMSFTORCLSHOPTSLAXYZ

Adverse (5)

HYGEMBMUBTLTLQD

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_IPO_TRILLION_2027First $1T+ IPO in 2027ipo_trillion_plus
correlateS_RECESSION_2027NBER recession declared 2027macro_recession
correlateS_IPO_TRILLION_2028First $1T+ IPO in 2028ipo_trillion_plus
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK10$100T Sovereign Debt Crisis
killerTK12Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2031-03-31[Capital Markets 2031-03] k around old economy rather than throug [234_014] Top market cap milestones: $10T single stock; $20T; $50T [236_008] Top market cap milestones: $10T single stock; $20T; $50Tpending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.704manifoldHow many companies with a $5T+ market cap at end of 2026?mentionspending2026-05-16
0.681manifold30T market cap company before 2027?2%mentionspending2026-05-26
0.668manifold30T market cap company before 2030?26%mentionspending2026-05-26
0.665manifold3rd largest company end of July 2026?mentionspending2026-06-01
0.658manifold3rd largest company end of June 2026?mentionspending2026-06-01
0.648manifoldBitcoin $100k before End of June 2026?11%mentionspending2026-05-16
0.639manifoldGold price above 5,100.00 in June 202618%mentionspending2026-06-04
0.635manifoldWill I have another peak moment in the next 5 years?36%mentionspending2026-05-11
0.633manifoldIn what year will there be 5000 emoji?mentionspending2026-05-24
0.598gdeltmentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "$100 trillion market cap",
  "url": "https://www.youtube.com/watch?v=dmtvGKuRE64",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "the implied valuation of a trillion dollar revenue company is something like 30 trillion 20 trillion. >> We're going to see hundred trillion dollar companies in this next 5year period.",
  "to_year": 2031,
  "verbatim": "We're going to see hundred trillion dollar companies in this next 5year period.",
  "conv_cues": "going to see",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Within 5 years",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -10,
      "source_id": null,
      "expected_date": "2027-01-18",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First public company breaches $10T market cap",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://companiesmarketcap.com/",
      "expected_date": "2027-08-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Verified single-day close at >=$10.0T market cap on any major exchange (NVDA, MSFT, GOOG, AAPL, AMZN current leaders)"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: First $1T+ IPO in 2027",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -8,
      "source_id": "S_IPO_TRILLION_2027",
      "expected_date": "2027-09-30",
      "observed_date": null
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: NBER recession declared 2027",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": "S_RECESSION_2027",
      "expected_date": "2027-12-31",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2028-02-04",
      "observed_date": null
    },
    {
      "kind": "llm_post_event",
      "label": "First trillion-dollar IPO closes at >$1T fully diluted",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2028-05-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Private firm (OpenAI, SpaceX, Anthropic, ByteDance, Stripe, Anduril) IPOs or directly lists with first-day fully diluted valuation >=$1T"
    },
    {
      "kind": "llm_pre_event",
      "label": "First public company breaches $20T market cap",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.35,
      "expected_date": "2028-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Verified single-day close at >=$20.0T market cap; serves as half-way checkpoint to Diamandis $100T thesis"
    },
    {
      "kind": "llm_pre_event",
      "label": "S&P 500 total market cap doubles from 2026 baseline",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.3,
      "expected_date": "2028-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-12-01"
      },
  
... (truncated)