← Cockpit
235_042predictionMarkets/StocksAI-scaling

OpenAI IPO shares could deliver a 50% pop in 6 months after IPO.

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

Prior probability
55.0%
Current probability
44.7%
evolves via intake + LBP
Conviction
2/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2027-05-31
Edges in / out
13 / 5
Tickers exposed
37

Prediction text

OpenAI IPO shares could deliver a 50% pop in 6 months after IPO. | if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.

Watch events: OpenAI next funding round; IPO timing; revenue disclosures

Verbatim quote

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.

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: ipo_trillion_plus

Linked via embedding similarity 0.595

Trillion-dollar private company IPO at announced valuation within 12 months of S-1

Base rate
50.0%
2/4 historical
Inside weight
Outside weight
no pull
inside 44.7% → blend 44.7% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

6 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 44.7%

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: 4 fired ✓ · 4 pending
  1. 2026-10-01 → 2026-12-31pendingOpenAI lists at >=$60B raise / ~$1T valuation
    How: S-1 final pricing prospectus shows offer size >=$60B with implied market cap near $1T; first-day allocations and pricing reported by Reuters
    Source: deep_research_enrichedconf 55%
  2. 2026-10-01 → 2026-12-31pendingFirst-day pop documented
    How: Closing price on Day-1 of trading vs. IPO offer price per public market data; baseline for measuring 6-month return
    Source: deep_research_enrichedconf 55%
  3. 2026-11-30pendingScenario fires: First $1T+ IPO in 2026
  4. 2026-10-01 → 2027-03-31pendingS-1 lock-up period scheduled (typical 180 days)
    How: S-1 prospectus specifies insider lock-up duration; expiry date defines pre-pop liquidity inflection point
    Source: deep_research_enrichedconf 85%
  5. 2027-02-28pendingFirst post-IPO earnings release
    How: OpenAI reports first quarterly earnings as public company; revenue / margin trajectory either supports or undermines 50% pop expectation
    Source: deep_research_enrichedconf 60%
  6. 2027-04-01 → 2027-05-31pending6-month post-IPO close vs. offer price (pop measurement window closes)
    How: Closing price 6 calendar months after first trading day; +50% threshold from IPO offer price = hit, otherwise miss
    Source: deep_research_enrichedconf 70%

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: 45%)

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
LBP2026-05-10T02:00:02Z44.7%-1.5pp
Network propagation: 46.2% → 44.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.2%-2.8pp
Network propagation: 49.0% → 46.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.0%-3.1pp
Network propagation: 52.1% → 49.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z52.1%+2.4pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.521 w_in=0.41 ipo_trillion_plus
LBP2026-04-30T02:18:57Z49.6%-2.4pp
Network propagation: 52.1% → 49.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z52.1%-2.9pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.521 w_in=0.41 ipo_trillion_plus

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%0.0500.550-0.072
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5500.050-0.062
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.061
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.053
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.047

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq248_033
Superhuman AI will make BCI-enhanced humans irrelevant compaDave Blundin
36.7%0.6000.050-0.076
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.052
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.048
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.033
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.019

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (13)

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_IPO_TRILLION_2027First $1T+ IPO in 2027ipo_trillion_plus
correlateS_IPO_TRILLION_2026First $1T+ IPO in 2026ipo_trillion_plus
correlateS_IPO_TRILLION_2028First $1T+ IPO in 2028ipo_trillion_plus
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
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
prereq248_033Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.AI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.799manifoldOpenAI closing market cap on IPO day?mentionspending2026-06-01
0.758polymarketWill OpenAI's valuation hit (LOW) $750B by December 31?54%mentionspending2026-05-19
0.746manifoldHow long will the Anthropic post-IPO lock-up period be?mentionspending2026-04-27
0.695polymarketCerebras IPO before 2027?100%mentionspending2025-11-11
0.662gdeltnasdaq composite jolted openai stumble 134226671.htmlmentionspending2026-04-30
0.650polymarketTea FDV above $40M one day after launch0%mentionspending2026-05-26
0.648polymarketTea FDV above $80M one day after launch0%mentionspending2026-05-26
0.642manifoldwill i get a medal at the IPO 2026?41%mentionspending2026-04-30
0.627polymarketOver $6M committed to the Printr public sale?2%mentionspending2026-04-26
0.626polymarketWill the Ethereum Volatility Index dip to 40 by May 31?0%mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": true,
  "qty": "50% in 6 months",
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "SPECULATION",
  "role": "Host",
  "caveats": "Not investment advice disclaimer",
  "context": "So, I mean, if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that. Well, hey, listen. I I will give investment advice for people to get 50% in 6 months.",
  "to_year": 2027,
  "verbatim": "if you can get a 50% pop in your in your price shares in in 6 months, that's incredible investment. That's not investment advice for anyone who's going to misconstrue that.",
  "conv_cues": "if",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "6 months after IPO",
  "conv_level": "LOW",
  "milestones": [
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "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": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI lists at >=$60B raise / ~$1T valuation",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.technerdo.com/blog/openai-trillion-dollar-ipo-2026",
      "expected_date": "2026-11-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-10-01"
      },
      "measurement_criterion": "S-1 final pricing prospectus shows offer size >=$60B with implied market cap near $1T; first-day allocations and pricing reported by Reuters"
    },
    {
      "kind": "llm_pre_event",
      "label": "First-day pop documented",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.fool.com/investing/2026/04/26/spacex-openai-ipo-stocks-do-this-start-trading/",
      "expected_date": "2026-11-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-10-01"
      },
      "measurement_criterion": "Closing price on Day-1 of trading vs. IPO offer price per public market data; baseline for measuring 6-month return"
    },
... (truncated)