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234_017predictionAIAI-scaling

OpenAI codex lead predicts current coding agents will seem primitive in 10 weeks

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

Prior probability
55.0%
Current probability
41.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
D
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

OpenAI codex lead predicts current coding agents will seem primitive in 10 weeks | I'm beyond excited for the next 10 weeks will bring. I think the current state of coding agents will be remembered as being so primitive it'll be funny in comparison.

Watch events: OpenAI next funding round; IPO timing; revenue disclosures

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
I'm beyond excited for the next 10 weeks will bring. I think the current state of coding agents will be remembered as being so primitive it'll be funny in comparison.

Predictor: OpenAI Codex Lead

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from OpenAI Codex Lead 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

5 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.2%

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: 6 fired ✓ · 1 overdue ⏱ · 3 pending
  1. 2026-04-24hitOpenAI ships GPT-5.5 with agentic-coding leadership benchmarks
    How: OpenAI publicly releases a new Codex model that scores >=80% on Terminal-Bench 2.0 and >=70% on Expert-SWE long-horizon benchmark
    Source: OpenAI: Introducing GPT-5.5 (April 24, 2026)conf 95%
    Notes: GPT-5.5 hit 82.7% Terminal-Bench 2.0, 73.1% Expert-SWE, 84.9% GDPval — directly validates the 'primitive in 10 weeks' thesis.
  2. 2026-04-24hitCodex gains long-horizon scheduling and self-wakeup capability
    How: OpenAI Codex documentation announces ability to schedule future work and resume tasks autonomously across days/weeks
    Source: OpenAI Codex: Codex for (almost) everythingconf 90%
  3. 2026-05-15overdueGPT-5.5 1M-token context window enables full-codebase agentic refactors
    How: OpenAI API ships 1M-token context for coding model and at least one published case study of agent autonomously modifying a >100k LOC repository
    Source: DigitalApplied: GPT-5.5 Complete Guide — Thinking, Pro & 1M Contextconf 85%
  4. 2026-05-01 → 2026-08-31pendingCompeting labs ship coding agents matching or exceeding GPT-5.5 by mid-2026
    How: At least two of (Anthropic, Google DeepMind, xAI) release a coding-specialized model with public Terminal-Bench 2.0 score >=80% within four months of GPT-5.5
    Source: LM Council Benchmarks April 2026conf 70%
  5. 2026-06-01 → 2026-09-30pendingPre-2026 coding agents publicly characterized as obsolete by GPT-5.5 era developers
    How: Major dev-tools blog (Cursor, GitHub, Replit, Anthropic) publishes retrospective explicitly calling 2025-era coding agents 'primitive' or equivalent
    Source: Author's prediction (verbatim quote)conf 60%

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: 41%)

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_sweep2026-05-30T22:15:00Z41.2%-4.2pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.412 blend=0.412 LLR=-0.172 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.5051911152205567,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "OpenAI Codex Lead",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.18367569873006,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.45420973759066463,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.425,
      "label": "GPT-5.5 1M-token context window enables full-codebase agentic refactors",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.85,
      "source_url": "https://www.digitalapplied.com/blog/gpt-5-5-complete-guide-thinking-pro-1m-context",
      "adjusted_llr": -0.17232267094596987,
      "expected_date": "2026-05-15",
      "measurement_criterion": "OpenAI API ships 1M-token context for coding model and at least one published case study of agent autonomously modifying a >100k LOC repository"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6463662193456103,
  "outside_weight": 0.35363378065438966,
  "posterior_prob": 0.41192859177871083,
  "posterior_logit": -0.3559983696760299,
  "predictor_brier": null,
  "inside_posterior": 0.41192859177871083,
  "blended_posterior": 0.41192859177871083,
  "reference_class_id": null,
  "total_adjusted_llr": -0.17232267094596987,
  "predictor_n_resolved": 0
}
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
killerTK03
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10.0%0.0500.550+0.088
killerTK02
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12.0%0.0500.550+0.078
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.5500.050+0.064
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.063
prereqSEM_011
Nvidia became the world's first $5 trillion company (late 20Jensen Huang
85.5%0.5500.050+0.063

Top outgoing (children)

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prereq247_023
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34.7%0.6500.050-0.041
prereq232_055
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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
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.664github_releaseopenai/openai-python v2.9.0mentionspending2025-12-04
0.655manifoldwhich will happen first? (Codeforces Rating)mentionspending2026-05-24
0.654github_releaseopenai/openai-python v2.15.0mentionspending2026-01-09
0.653github_releaseopenai/openai-python v2.12.0mentionspending2025-12-15
0.651github_releaseopenai/openai-python v2.36.0mentionspending2026-05-07
0.650github_releaseopenai/openai-python v2.23.0mentionspending2026-02-24
0.648github_releaseopenai/openai-python v2.25.0mentionspending2026-03-05
0.648github_releaseopenai/openai-python v2.13.0mentionspending2025-12-16
0.647github_releaseopenai/openai-python v2.33.0mentionspending2026-04-28
0.643github_releaseopenai/openai-python v2.16.0mentionspending2026-01-27

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10 weeks",
  "url": "https://www.youtube.com/watch?v=dmtvGKuRE64",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "context": "OpenAI codeex lead predicts rapid evolution of AI agents within 10 weeks. Quote, I'm beyond excited for the next 10 weeks will bring. I think the current state of coding agents will be remembered as being so primitive it'll be funny in comparison.",
  "to_year": 2026,
  "cited_by": "Peter Diamandis",
  "verbatim": "I'm beyond excited for the next 10 weeks will bring. I think the current state of coding agents will be remembered as being so primitive it'll be funny in comparison.",
  "conv_cues": "beyond excited; I think",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "By mid-May 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI ships GPT-5.5 with agentic-coding leadership benchmarks",
      "notes": "GPT-5.5 hit 82.7% Terminal-Bench 2.0, 73.1% Expert-SWE, 84.9% GDPval — directly validates the 'primitive in 10 weeks' thesis.",
      "source": "OpenAI: Introducing GPT-5.5 (April 24, 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://openai.com/index/introducing-gpt-5-5/",
      "expected_date": "2026-04-24",
      "observed_date": "2026-04-24",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly releases a new Codex model that scores >=80% on Terminal-Bench 2.0 and >=70% on Expert-SWE long-horizon benchmark"
    },
    {
      "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": "llm_pre_event",
      "label": "Codex gains long-horizon scheduling and self-wakeup capability",
      "source": "OpenAI Codex: Codex for (almost) everything",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://openai.com/index/codex-for-almost-everything/",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-24",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI Codex documentation announces ability to schedule future work and resume tasks autonomously across days/weeks"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 1M-token context window enables full-codebase agentic refactors",
      "source": "DigitalApplied: GPT-5.5 Complete Guide — Thinking, Pro & 1M Context",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "
... (truncated)