AI capability will grow 100x this year in raw parameter count as lower bound.
Predictor: Dave Blundin · ep#235 "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235" · source
Prediction text
AI capability will grow 100x this year in raw parameter count as lower bound. | We were already predicting or I was anyway that this is going to be 100x year uh just in terms of raw parameter count but I think that's the lower bound now looking at at how just the beginning of the year has progressed | End-2026 model parameter disclosures
Key catalyst: End-2026 model parameter disclosures
Verbatim quote
We were already predicting or I was anyway that this is going to be 100x year uh just in terms of raw parameter count but I think that's the lower bound now looking at at how just the beginning of the year has progressed
Resolution evidence
Same as 238_023. 100x as lower bound is improbable; 30x more realistic.
Predictor: Dave Blundin
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-04-16hitClaude Opus 4.7 launchesHow: Anthropic releases Claude Opus 4.7 with leading complex coding benchmarksSource: https://www.buildfastwithai.com/blogs/best-ai-models-may-2026-leaderboardconf 99%
- 2026-04-23hitGPT-5.5 ships as new leading AI modelHow: OpenAI releases GPT-5.5 with significant capability gains over GPT-5Source: https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-modelconf 99%
- 2026-04-24hitDeepSeek V4 ships at 1 trillion parametersHow: DeepSeek releases V4 with disclosed parameter count >=1 trillionSource: https://www.aljazeera.com/economy/2026/4/24/chinas-deepseek-unveils-latest-model-a-year-after-upending-global-techconf 85%Notes: HIT — DeepSeek V4 launched April 24 2026. AIThority reports 1T parameters.
- 2026-06-01 → 2026-12-31pendingFrontier labs shift narrative away from raw parameters toward reasoning computeHow: OpenAI, Anthropic, Google publicly emphasize inference-compute / RL test-time scaling over parameter count in model launchesSource: https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-modelconf 75%
- 2026-09-01 → 2026-12-31pending100x raw parameter growth claim verified or refuted via 2026 disclosuresHow: Year-end 2026 frontier model parameter disclosures show end-2026 model averages >=100x end-2025 average (e.g., from ~1T to ~100T)Source: Industry parameter trackers (LMSys, HuggingFace, ArtificialAnalysis)conf 25%Notes: 100x year is unlikely — current trajectory is closer to 5-10x as labs shift to inference-time compute, MoE, and reasoning over raw scale.
What if this resolves?
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
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.083 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.600 | 0.050 | -0.072 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.071 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.056 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.054 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | -0.034 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | -0.021 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | -0.014 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | +0.010 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.007 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (14)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| correlate | S_NO_AI_PAUSE_5Y | No major AI pause through 2031 | ai_regulatory_pause | — |
| correlate | S_HUMANOID_ENTERPRISE_2028 | Humanoid R2: 100K+ enterprise by Nov 2028 | humanoid_deployment | — |
| correlate | S_AGI_MID_2029 | AGI mid: Kurzweil 2029 path | agi_general_capability | — |
| correlate | S_AGI_WINTER_2036PLUS | AGI delayed: capability plateau or AI winter | agi_general_capability | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (10)
Raw metadata
{
"nia": false,
"qty": "100x parameter count/intelligence (lower bound)",
"url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
"mode": "FORECAST",
"role": "Host",
"context": "the the models are improving at this like 3x 4x reduction in parameter count 10x increases in intelligence you know just every time we podcast it's another step up and we were already predicting or I was anyway that this is going to be 100x year uh just in terms of raw parameter count but I think that's the lower bound now looking at at how just the beginning of the year has progressed",
"to_year": 2026,
"verbatim": "We were already predicting or I was anyway that this is going to be 100x year uh just in terms of raw parameter count but I think that's the lower bound now looking at at how just the beginning of the year has progressed",
"conv_cues": "lower bound; going to be",
"direction": "UP",
"from_year": 2026,
"timeframe": "2026",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Claude Opus 4.7 launches",
"source": "https://www.buildfastwithai.com/blogs/best-ai-models-may-2026-leaderboard",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.buildfastwithai.com/blogs/best-ai-models-may-2026-leaderboard",
"expected_date": "2026-04-16",
"observed_date": "2026-04-16",
"research_origin": "deep_research",
"measurement_criterion": "Anthropic releases Claude Opus 4.7 with leading complex coding benchmarks"
},
{
"kind": "llm_pre_event",
"label": "GPT-5.5 ships as new leading AI model",
"source": "https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-model",
"status": "hit",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.99,
"source_url": "https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-model",
"expected_date": "2026-04-23",
"observed_date": "2026-04-23",
"research_origin": "deep_research",
"measurement_criterion": "OpenAI releases GPT-5.5 with significant capability gains over GPT-5"
},
{
"kind": "llm_pre_event",
"label": "DeepSeek V4 ships at 1 trillion parameters",
"notes": "HIT — DeepSeek V4 launched April 24 2026. AIThority reports 1T parameters.",
"source": "https://www.aljazeera.com/economy/2026/4/24/chinas-deepseek-unveils-latest-model-a-year-after-upending-global-tech",
"status": "hit",
"weight": 0.4,
"ordinal": -5,
"source_id": null,
"confidence": 0.85,
"source_url": "https://www.aljazeera.com/economy/2026/4/24/chinas-deepseek-unveils-latest-model-a-year-after-upending-global-tech",
"expected_date": "2026-04-24",
"observed_date": "2026-04-24",
"research_origin": "deep_research",
"measurement_criterion": "DeepSeek releases V4 with disclosed parameter count >=1 trillion"
},
{
"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",
"weight": 0.5,
"ordinal": -2,
"sour
... (truncated)