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234_018predictionAIAI-scaling

GPT-5.3 and 5.5 or higher variants could launch in next 10 weeks

Predictor: Alex Wissner-Gross · ep#234 "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced" · source

Prior probability
45.0%
Current probability
38.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

GPT-5.3 and 5.5 or higher variants could launch in next 10 weeks | it's almost like variants of GPT 5.3 and maybe 5.5 or or higher could launch in the next 10 weeks.

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
it's almost like variants of GPT 5.3 and maybe 5.5 or or higher could launch in the next 10 weeks.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.1%

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: 7 fired ✓
  1. 2026-04-15hitOpenAI releases GPT-5.3, 5.4 incremental post-training models
    How: OpenAI ships GPT-5.x model post-trained on GPT-5 base with public availability through ChatGPT/API
    Source: https://en.wikipedia.org/wiki/GPT-5.5 — 5.1, 5.2, 5.3, 5.4 were post-training iterations on GPT-5 base before 5.5conf 90%
    Notes: HIT — Wikipedia confirms 5.1/5.2/5.3/5.4 all shipped between GPT-5 and GPT-5.5 as post-training iterations.
  2. 2026-04-23hitOpenAI releases GPT-5.5 codenamed 'Spud' (first ground-up retrain)
    How: OpenAI announces GPT-5.5 with API + ChatGPT availability
    Source: https://openai.com/index/introducing-gpt-5-5/conf 99%
    Notes: HIT — GPT-5.5 confirmed by OpenAI; first fully retrained base since GPT-4.5. Coding/agentic benchmark gains.
  3. 2026-04-24hitGPT-5.5 Pro available in API with measurable benchmark gains
    How: OpenAI publishes GPT-5.5 Pro pricing/availability + Terminal-Bench/OSWorld benchmark deltas vs prior
    Source: https://techcrunch.com/2026/04/23/openai-chatgpt-gpt-5-5-ai-model-superapp/conf 95%
    Notes: HIT — Terminal-Bench 2.0 +13pt vs Claude Opus 4.7; OSWorld lead on autonomous desktop ops.
  4. 2026-06-01 → 2027-03-31pendingGPT-5.5 daily active users surpass 1B in ChatGPT
    How: OpenAI reports >=1B DAU on ChatGPT primarily on GPT-5.5/5.5 Pro
    Source: OpenAI usage disclosures, Sacra estimatesconf 45%
    Notes: ChatGPT WAU was 900M as of early 2026 per OpenAI; DAU 1B is the threshold validating 'super app' framing.
  5. 2026-09-01 → 2027-06-30pendingGPT-6 or equivalent next-base announced by OpenAI
    How: OpenAI announces successor base model beyond GPT-5.5 (GPT-6 / o-series)
    Source: OpenAI announcements, roadmap leaksconf 55%
    Notes: Cascade — '5.5 or higher' is satisfied by Spud; next test is whether the cadence sustains.

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: 38%)

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
LBP2026-05-03T02:00:01Z38.1%-1.6pp
Network propagation: 39.7% → 38.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z39.7%-2.1pp
Network propagation: 41.9% → 39.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z41.9%-3.1pp
Network propagation: 45.0% → 41.9%
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%0.0500.450-0.071
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.4500.050-0.063
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.4500.050-0.062
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.450-0.051
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.034

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.110
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.108
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.088
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.074
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.063

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
0.787manifoldGPT 5.6 release date?mentionspending2026-05-16
0.752manifoldGPT 5.6 released by…?mentionspending2026-05-18
0.744manifoldWill OpenAI release a GPT version > 5.5 before June 2026?11%mentionspending2026-05-15
0.689manifoldWill OpenAI de-deploy GPT-5.5 before 2027 for safety, security, cyber-risk, or other threat-related reasons?8%mentionspending2026-05-04
0.663manifoldWill the next full gemini model be as good as opus 4.7 or gpt 5.5 at coding?83%mentionspending2026-05-19
0.657polymarketGemini 3.5 released by June 30?74%mentionspending2026-02-04
0.656polymarketGemini 3.5 released by May 31?91%mentionspending2026-02-09
0.655manifoldWill Qwen 3.6+ 122B A10B be open weights before July 2026?50%mentionspending2026-04-29
0.653manifoldGPT 5.5 METR 50% time horizonmentionspending2026-05-05
0.644manifoldWill Google announce Gemini 3.2 or Gemini 3.5 at I/O 2026?87%mentionspending2026-05-12

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10 weeks",
  "url": "https://www.youtube.com/watch?v=dmtvGKuRE64",
  "mode": "SPECULATION",
  "role": "Host",
  "context": "I mean look what's happened in the last 10 weeks. Yeah. I mean it it's almost like variants of GPT 5.3 and maybe 5.5 or or higher could launch in the next 10 weeks. Certainly, we've seen major advances from 5.3 codecs on various benchmarks.",
  "to_year": 2026,
  "verbatim": "it's almost like variants of GPT 5.3 and maybe 5.5 or or higher could launch in the next 10 weeks.",
  "conv_cues": "could",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "By mid-May 2026",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI releases GPT-5.3, 5.4 incremental post-training models",
      "notes": "HIT — Wikipedia confirms 5.1/5.2/5.3/5.4 all shipped between GPT-5 and GPT-5.5 as post-training iterations.",
      "source": "https://en.wikipedia.org/wiki/GPT-5.5 — 5.1, 5.2, 5.3, 5.4 were post-training iterations on GPT-5 base before 5.5",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://en.wikipedia.org/wiki/GPT-5.5",
      "expected_date": "2026-02-22",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-15",
        "from": "2026-01-01"
      },
      "measurement_criterion": "OpenAI ships GPT-5.x model post-trained on GPT-5 base with public availability through ChatGPT/API"
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI releases GPT-5.5 codenamed 'Spud' (first ground-up retrain)",
      "notes": "HIT — GPT-5.5 confirmed by OpenAI; first fully retrained base since GPT-4.5. Coding/agentic benchmark gains.",
      "source": "https://openai.com/index/introducing-gpt-5-5/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/index/introducing-gpt-5-5/",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI announces GPT-5.5 with API + ChatGPT availability"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 Pro available in API with measurable benchmark gains",
      "notes": "HIT — Terminal-Bench 2.0 +13pt vs Claude Opus 4.7; OSWorld lead on autonomous desktop ops.",
      "source": "https://techcrunch.com/2026/04/23/openai-chatgpt-gpt-5-5-ai-model-superapp/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://techcrunch.com/2026/04/23/openai-chatgpt-gpt-5-5-ai-model-superapp/",
      "expected_date": "2026-04-24",
      "observed_date": "2026-04-24",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publishes GPT-5.5 Pro pricing/availability + Terminal-Bench/OSWorld benchmark deltas vs prior"
    },
    {
      "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": -4,
      "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": -3,
      "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",
      "
... (truncated)