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234_037predictionGeopoliticsAI-timing

Civilizational left turns will hit us in the next 1-2 years

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

Prior probability
50.0%
Current probability
42.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-01-01 – 2028-10-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Civilizational left turns will hit us in the next 1-2 years | there are so many civil civilizational left turns that are going to hit us in the next year or two.

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
there are so many civil civilizational left turns that are going to hit us in the next year or two.

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

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.1%

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: 6 fired ✓ · 4 pending
  1. 2026-04-30hitStimson/Time Top-10 Global Risks for 2026 confirms multiple civilizational disruption vectors
    How: Stimson Center, Time, or equivalent risk-forecasting outlet publishes 2026 risk list including >=5 vectors framed as civilizational/structural
    Source: https://www.stimson.org/2026/top-ten-global-risks-for-2026/conf 95%
  2. 2026-06-01 → 2027-12-31pendingPRC Taiwan-readiness deadline reaffirmed for 2027
    How: US DoD or IC publicly reaffirms PRC military Taiwan-readiness target of 2027 in major report (annual China Military Power, NIE, etc.)
    Source: https://www.geopoliticalmonitor.com/east-asia-semiconductors-will-decide-the-next-us-china-arms-race/conf 85%
  3. 2026-06-01 → 2028-06-30pendingAI-enabled disinformation campaign against Taiwan election documented at state-actor scale
    How: USG/EU report or peer-reviewed research documents PRC AI-enabled disinformation operation targeting Taiwan or US elections at attributable state-actor scale
    Source: https://www.atlanticcouncil.org/dispatches/eight-ways-ai-will-shape-geopolitics-in-2026/conf 75%
  4. 2027-01-01 → 2028-10-31pending>=1 major civilizational shock resolves in 2027-2028 window (kinetic, AI-political, financial)
    How: >=1 named geopolitical/AI/economic event in 2027-2028 framed as 'civilizational' inflection by >=3 mainstream outlets (CFR, FT, Atlantic Council)
    Source: https://time.com/7343169/top-10-global-risks-2026/conf 55%
  5. 2027-01-01 → 2028-10-31pendingTaiwan kinetic conflict or quarantine event
    How: PRC executes kinetic action, blockade, or quarantine against Taiwan triggering Section 1, US allied response
    Source: https://www.mindcast-ai.com/p/ai-us-china-taiwanconf 15%
    Notes: Low-probability but high-magnitude civilizational left turn. Critic view (Mindcast) argues 2027 narrative misprices actual industrial readiness.

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: 42%)

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
LBP2026-05-10T02:00:02Z42.1%-1.0pp
Network propagation: 43.2% → 42.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z43.2%-1.5pp
Network propagation: 44.7% → 43.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.7%-2.2pp
Network propagation: 46.9% → 44.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.072
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.044
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.040
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.037
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.034

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%0.6500.050-0.079
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.068
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.057
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.052
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.030

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
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
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.597manifoldHow long will Trump and Xi shake hands when they meet? [Polymarket]mentionspending2026-05-11
0.567manifoldWill Trump or Biden Live longer?mentionspending2026-05-15

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "1-2 years",
  "url": "https://www.youtube.com/watch?v=dmtvGKuRE64",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "Alex my two cents on just on this topic I I would predict there are so many civil civilizational left turns that are going to hit us in the next year or two.",
  "to_year": 2028,
  "verbatim": "there are so many civil civilizational left turns that are going to hit us in the next year or two.",
  "conv_cues": "going to hit us",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "2027-2028",
  "conv_level": "HIGH",
  "milestones": [
    {
      "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": -10,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Stimson/Time Top-10 Global Risks for 2026 confirms multiple civilizational disruption vectors",
      "source": "https://www.stimson.org/2026/top-ten-global-risks-for-2026/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.stimson.org/2026/top-ten-global-risks-for-2026/",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Stimson Center, Time, or equivalent risk-forecasting outlet publishes 2026 risk list including >=5 vectors framed as civilizational/structural"
    },
    {
      "kind": "llm_pre_event",
      "label": "PRC Taiwan-readiness deadline reaffirmed for 2027",
      "source": "https://www.geopoliticalmonitor.com/east-asia-semiconductors-will-decide-the-next-us-china-arms-race/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.geopoliticalmonitor.com/east-asia-semiconductors-will-decide-the-next-us-china-arms-race/",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "US DoD or IC publicly reaffirms PRC military Taiwan-readiness target of 2027 in major report (annual China Military Power, NIE, etc.)"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI-enabled disinformation campaign against Taiwan election documented at state-actor scale",
      "source": "https://www.atlanticcouncil.org/dispatches/eight-ways-ai-will-shape-geopolitics-in-2026/",
      "status": "pending",
      "weight": 0.4,
      "or
... (truncated)