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236_004predictionAIAI-scaling

Amount of change between now and 2028 will be like nothing we've ever seen

Predictor: Dave Blundin · ep#236 "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236" · source

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2028-09-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Amount of change between now and 2028 will be like nothing we've ever seen | the amount of change between here and 2028 is going to be like nothing we've ever seen, too.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
the amount of change between here and 2028 is going to be like nothing we've ever seen, too.

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 = 49.5%

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 ✓ · 5 pending
  1. 2026-06-01 → 2027-12-31pendingAutonomous coding agents handle full PR cycle (test + fix + refactor) at scale
    How: At least 2 mainstream IDE/coding tools (Cursor, Devin, Claude Code, Copilot) ship autonomous mode that completes >=80% of bug-fix tickets without human intervention
    Source: https://markaicode.com/ai-coding-predictions-2027/ - 2027 IDEs running tests, fixing bugs, refactoring autonomouslyconf 70%
  2. 2026-06-01 → 2027-12-31pendingAI 2027 forecast tracking: pace remains within 50-150% of predicted trajectory
    How: AI Futures Project (or independent benchmark tracker) publishes update showing actual progress vs AI 2027 quantitative predictions in 50-150% range
    Source: https://blog.aifutures.org/p/grading-ai-2027s-2025-predictions - early 2026 progress at ~65% of AI 2027 anticipated paceconf 60%
  3. 2026-09-01 → 2027-12-31pendingGoldman Sachs / IMF models start showing AI-driven GDP boost in 2027 forecasts
    How: Goldman Sachs (or equivalent IB) publicly raises US GDP forecast for 2027 explicitly citing AI productivity contribution
    Source: https://www.goldmansachs.com/insights/articles/ai-may-start-to-boost-us-gdp-in-2027 - Goldman models forecast AI GDP impact starting 2027 US, 2028 ROWconf 75%
  4. 2027-06-30pendingFrontier training runs reach 2e28 FLOP scale (~1000x GPT-4)
    How: Public reporting (epoch.ai or model cards) confirms a frontier model trained at >=2e28 FLOP
    Source: https://ai-2027.com/research/compute-forecast - by early 2027 frontier runs ~2e28 FLOP, ~10 trillion active paramsconf 65%
  5. 2027-06-01 → 2028-09-30pendingSuperintelligence takeoff signals (sustained recursive self-improvement claims)
    How: OpenAI / Anthropic / DeepMind / xAI publishes credible claim of self-improving agent generating training data or model improvements without human authoring
    Source: https://ai-2027.com/ - takeoff projected late 2027 to mid 2029conf 40%

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
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%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

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%0.6500.050-0.035
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.021
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.013
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.004
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.000

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

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
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.662manifoldWill @subquadratic 's SubQ "breakthrough" end up mattering in any meaningful way, in 2026?5%mentionspending2026-05-05
0.657manifoldWill I be alive at the end of 2029?91%mentionspending2026-05-11
0.608manifoldWill Xi Jingping visit US before 2027?86%mentionspending2026-05-11
0.594manifoldHow many Prime ministers will the UK have before 2028?mentionspending2026-05-15
0.586polymarketWill Nikki Haley win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.585gdelt202604301048537199mentionspending2026-04-30
0.578manifoldMy current relationship lasts >6 months (1 Jan to 1 Jul 2026)75%mentionspending2026-05-05
0.578gdelt202604300943375752mentionspending2026-04-30
0.573polymarketWill no next Prime Minister of the United Kingdom be appointed in 2026?24%mentionspending2026-02-05
0.572manifoldWill 200 or more ships cross the straight of Hormuz in a day in 2026?47%mentionspending2026-05-27

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "the timing is perfect for it. the amount of change between here and 2028 is going to be like nothing we've ever seen, too.",
  "to_year": 2028,
  "verbatim": "the amount of change between here and 2028 is going to be like nothing we've ever seen, too.",
  "conv_cues": "going to be like nothing we've ever seen",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "2026-2028",
  "conv_level": "HIGH",
  "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": -9,
      "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": -8,
      "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": -7,
      "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,
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      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
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      "kind": "prereq",
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      "status": "pending",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Autonomous coding agents handle full PR cycle (test + fix + refactor) at scale",
      "source": "https://markaicode.com/ai-coding-predictions-2027/ - 2027 IDEs running tests, fixing bugs, refactoring autonomously",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://markaicode.com/ai-coding-predictions-2027/",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "At least 2 mainstream IDE/coding tools (Cursor, Devin, Claude Code, Copilot) ship autonomous mode that completes >=80% of bug-fix tickets without human intervention"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI 2027 forecast tracking: pace remains within 50-150% of predicted trajectory",
      "source": "https://blog.aifutures.org/p/grading-ai-2027s-2025-predictions - early 2026 progress at ~65% of AI 2027 anticipated pace",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://blog.aifutures.org/p/grading-ai-2027s-2025-predictions",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "AI Futures Project (or independent benchmark tracker) publishes update showing actual progress vs AI 2027 quantitative predictions in 50-
... (truncated)