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234_035predictionGeopoliticsAI-scaling

Massive social unrest will come before the next US presidential election

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

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2028-11-30
Edges in / out
11 / 5
Tickers exposed
37

Prediction text

Massive social unrest will come before the next US presidential election | there's going to be massive social unrest, huge social unrest and it's imminent. It's coming, you know, toward the end of this near certainly before the next presidential election.

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
there's going to be massive social unrest, huge social unrest and it's imminent. It's coming, you know, toward the end of this near certainly before the next presidential election.

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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: 7 fired ✓ · 4 pending
  1. 2026-01-23hitICE-related shooting triggers general strike + 50K+ march
    How: Mass protest of ≥50K people in single city following ICE killing of civilian, with hundreds of business closures
    Source: https://en.wikipedia.org/wiki/Protests_against_mass_deportation_during_the_second_Trump_administration — Renée Good killing Jan 7 2026, 50K march Jan 23conf 95%
  2. 2026-03-28hitMarch 2026 No Kings protests — largest single-day protest in US history
    How: Coordinated nationwide protest exceeding 5M participants in single day, opposing Trump second-term policies
    Source: https://en.wikipedia.org/wiki/March_2026_No_Kings_protests — 8-9M protesters across 3,300 events, March 28 2026conf 99%
    Notes: HIT — largest single-day US protest ever, ~8-9M people. Confirms 'massive social unrest' framing well before next presidential election.
  3. 2026-03-28hitSustained tear-gas dispersals at protests in major US cities
    How: Documented use of tear gas / non-lethal munitions to disperse protesters in ≥3 major US metros (LA, Seattle, others)
    Source: Center for American Progress, Wikipedia tracking of 2026 No Kings protestsconf 95%
  4. 2026-01-01 → 2026-12-31pendingPolitical-violence assassination event during 2026
    How: Targeted political violence event covered in mainstream press — assassination, attempted assassination, or large casualty political attack
    Source: Washington Post — Trump as target of political violence, April 2026conf 85%
    Notes: WaPo reports broader political violence trend 2026; specific events ongoing.
  5. 2027-01-01 → 2028-11-30pendingProtest momentum carries through 2027–2028 election cycle
    How: Continued recurring protest events with ≥1M participants in calendar 2027 or 2028
    Source: Resistance movement trajectory tracked by Harvard Ash Center, Britannicaconf 65%
    Notes: Cascade — Blundin's prediction is satisfied if pre-2028-election unrest persists at scale.
  6. 2027-12-31pendingScenario fires: AI pause beginning 2027

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.035
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.021
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.013
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.004
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.000

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (11)

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
correlateS_AI_PAUSE_2027AI pause beginning 2027ai_regulatory_pause
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2028-12-31[Geopolitics 2028-12] ates; major institutional-crisis events [234_035] Massive social unrest will come before the next US presidential election [INF_002] DoD/IC formal AGI-era DC security rules; export-control expansion to weights; cleared-personnel requpending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.651polymarketWill Stephen Smith win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.649polymarketWill Elon Musk win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.648polymarketWill Vivek Ramaswamy win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.647polymarketWill Kim Kardashian win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.647polymarketWill James Talarico win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.647polymarketWill JB Pritzker win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.645polymarketWill Tulsi Gabbard win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.645polymarketWill LeBron James win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.645polymarketWill Alexandria Ocasio-Cortez win the 2028 US Presidential Election?5%mentionspending2025-07-08
0.644polymarketWill Thomas Massie win the 2028 US Presidential Election?1%mentionspending2025-07-08

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=dmtvGKuRE64",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "Yeah. I I I don't see I mean I'm on the ground watching our own companies. These numbers are right and the new opportunities will emerge for sure, but they're laggy and so there's going to be massive social unrest, huge social unrest and it's imminent. It's coming, you know, toward the end of this near certainly before the next presidential election.",
  "to_year": 2028,
  "verbatim": "there's going to be massive social unrest, huge social unrest and it's imminent. It's coming, you know, toward the end of this near certainly before the next presidential election.",
  "conv_cues": "imminent; certainly",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Before November 2028",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "ICE-related shooting triggers general strike + 50K+ march",
      "source": "https://en.wikipedia.org/wiki/Protests_against_mass_deportation_during_the_second_Trump_administration — Renée Good killing Jan 7 2026, 50K march Jan 23",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://en.wikipedia.org/wiki/Protests_against_mass_deportation_during_the_second_Trump_administration",
      "expected_date": "2026-01-23",
      "observed_date": "2026-01-23",
      "research_origin": "deep_research",
      "measurement_criterion": "Mass protest of ≥50K people in single city following ICE killing of civilian, with hundreds of business closures"
    },
    {
      "kind": "llm_pre_event",
      "label": "March 2026 No Kings protests — largest single-day protest in US history",
      "notes": "HIT — largest single-day US protest ever, ~8-9M people. Confirms 'massive social unrest' framing well before next presidential election.",
      "source": "https://en.wikipedia.org/wiki/March_2026_No_Kings_protests — 8-9M protesters across 3,300 events, March 28 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://en.wikipedia.org/wiki/March_2026_No_Kings_protests",
      "expected_date": "2026-03-28",
      "observed_date": "2026-03-28",
      "research_origin": "deep_research",
      "measurement_criterion": "Coordinated nationwide protest exceeding 5M participants in single day, opposing Trump second-term policies"
    },
    {
      "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",
      "
... (truncated)