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235_005predictionAIAI-scaling

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

Prior probability
60.0%
Current probability
49.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2026-09-30
Edges in / out
14 / 5
Tickers exposed
37

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

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
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

Status: pending

Same as 238_023. 100x as lower bound is improbable; 30x more realistic.

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 = 49.1%

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. 2026-04-16hitClaude Opus 4.7 launches
    How: Anthropic releases Claude Opus 4.7 with leading complex coding benchmarks
    Source: https://www.buildfastwithai.com/blogs/best-ai-models-may-2026-leaderboardconf 99%
  2. 2026-04-23hitGPT-5.5 ships as new leading AI model
    How: OpenAI releases GPT-5.5 with significant capability gains over GPT-5
    Source: https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-modelconf 99%
  3. 2026-04-24hitDeepSeek V4 ships at 1 trillion parameters
    How: DeepSeek releases V4 with disclosed parameter count >=1 trillion
    Source: 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.
  4. 2026-06-01 → 2026-12-31pendingFrontier labs shift narrative away from raw parameters toward reasoning compute
    How: OpenAI, Anthropic, Google publicly emphasize inference-compute / RL test-time scaling over parameter count in model launches
    Source: https://artificialanalysis.ai/articles/openai-gpt5-5-is-the-new-leading-AI-modelconf 75%
  5. 2026-09-01 → 2026-12-31pending100x raw parameter growth claim verified or refuted via 2026 disclosures
    How: 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?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 49%)

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
LBP2026-05-10T02:00:02Z49.1%-1.3pp
Network propagation: 50.4% → 49.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.4%-2.5pp
Network propagation: 52.9% → 50.4%
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%0.0500.600-0.083
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.072
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.071
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.056
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.054

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.034
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.021
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.014
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.010
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.007

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (14)

Predictions that must hit first
TypePredTitleDomainLag
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_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.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_NO_AI_PAUSE_5YNo major AI pause through 2031ai_regulatory_pause
correlateS_HUMANOID_ENTERPRISE_2028Humanoid R2: 100K+ enterprise by Nov 2028humanoid_deployment
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)