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235_036predictionMedia/AdsAI-timing

AI-generated images will eliminate commercial photography, illustrators and stock image platforms.

Predictor: Peter Diamandis · ep#235 "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235" · source

Prior probability
60.0%
Current probability
50.8%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

AI-generated images will eliminate commercial photography, illustrators and stock image platforms. | Uh it's at 0.045 cents per image. That's a price point that's cheaper than stock images... Uh, and so is this the end of commercial photography, illustrators, stock image platforms? Uh, probably.

Verbatim quote

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
Uh it's at 0.045 cents per image. That's a price point that's cheaper than stock images... Uh, and so is this the end of commercial photography, illustrators, stock image platforms? Uh, probably.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 = 50.8%

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. 2026-04-15hitAI image generation hits sub-$0.01/image at production scale on hosted aggregator
    How: Confirmed pricing on FAL/Replicate/Together/Fireworks for hosted open-weight image models at $0.008-$0.04/image, undercutting all stock photo licenses
    Source: Digital Applied — AI Image Generation API Pricing 2026: 12 Provider Data; Kaptur — Silent Collapse of Photo Licensingconf 95%
    Notes: HIT — Diamandis quoted $0.045/image; market is now at $0.008-$0.04/image hosted. Price collapse confirms the directional thesis.
  2. 2026-04-30hitShutterstock-Getty merger receives final UK regulatory approval
    How: UK CMA publishes final merger clearance for Shutterstock-Getty consolidation, signaling stock photography survival-by-merger response to AI disruption
    Source: Stock Photo Secrets — UK merger review wraps April 2026conf 90%
    Notes: HIT — defensive consolidation is direct cascade evidence: stock platforms are responding to AI displacement by merging.
  3. 2026-06-01 → 2026-09-30pendingFirst major brand campaign uses 100% AI-generated commercial imagery
    How: A Fortune 500 brand publishes nationwide ad campaign disclosing 100% AI-generated imagery with no human photographer credit
    Source: Anticipated — accelerating trend already partially observedconf 65%
    Notes: Cascade — adoption signal beyond price.
  4. 2026-05-01 → 2026-11-30pendingMajor commercial photography agency announces revenue decline >25% YoY citing AI
    How: Public-company stock photo or commercial photography vendor (Getty, Adobe Stock, Pond5) reports >25% YoY revenue decline with AI cited as primary driver
    Source: Kaptur — Silent Collapse of Photo Licensing Revenue (anticipated continued erosion)conf 50%
  5. 2026-09-01 → 2027-06-30pendingIndustry trade group estimates >40% commercial photographer income loss YoY
    How: ASMP, AOP, or PPA publishes survey showing >40% income decline among commercial photographers driven by AI substitution
    Source: Anticipated industry surveyconf 45%
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 51%)

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
LBP2026-05-10T02:00:02Z50.8%-1.2pp
Network propagation: 51.9% → 50.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.9%-1.8pp
Network propagation: 53.7% → 51.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.057
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.049
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.013
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.008
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.008
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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
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
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
prereq239_008Moon base will exist in 10 yearsSpace

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": "4.5 cents per image",
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "Google releases Nano Banana 2. Uh so this is running on Gemini 3.1 Flash. Uh it's 4K resolution... it's cheaper than buying stock images. Uh, and so is this the end of commercial photography, illustrators, stock image platforms? Uh, probably.",
  "to_year": 2027,
  "verbatim": "Uh it's at 0.045 cents per image. That's a price point that's cheaper than stock images... Uh, and so is this the end of commercial photography, illustrators, stock image platforms? Uh, probably.",
  "conv_cues": "probably",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "near term",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI image generation hits sub-$0.01/image at production scale on hosted aggregator",
      "notes": "HIT — Diamandis quoted $0.045/image; market is now at $0.008-$0.04/image hosted. Price collapse confirms the directional thesis.",
      "source": "Digital Applied — AI Image Generation API Pricing 2026: 12 Provider Data; Kaptur — Silent Collapse of Photo Licensing",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.digitalapplied.com/blog/ai-image-generation-api-pricing-comparison-2026",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Confirmed pricing on FAL/Replicate/Together/Fireworks for hosted open-weight image models at $0.008-$0.04/image, undercutting all stock photo licenses"
    },
    {
      "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",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_008",
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Shutterstock-Getty merger receives final UK regulatory approval",
      "notes": "HIT — defensive consolidation is direct cascade evidence: stock platforms are responding to AI displacement by merging.",
      "source": "Stock Photo Secrets — UK merger review wraps April 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.stockphotosecrets.com/stock-agency-insights/stock-photos-vs-custom-photography-in-2026-shutterstock.html",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
  
... (truncated)