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236_007predictionMacro/Economyeconomy

US GDP per capita will break $90K and then $100K in relatively near future

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

Prior probability
60.0%
Current probability
50.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
5 / 0
Tickers exposed
31

Prediction text

US GDP per capita will break $90K and then $100K in relatively near future | GDP right now is around $84,000 ahead. Uh it's going up up up because of AI. So, it's going to break 90 and then 100,000 um in the relatively near future.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
GDP right now is around $84,000 ahead. Uh it's going up up up because of AI. So, it's going to break 90 and then 100,000 um in the relatively near future.

Predictor: Andrew Yang

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0178
excellent
Hits / Misses
0 / 0
of 3 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Andrew Yang 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

3 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.0%

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: 1 fired ✓ · 3 pending
  1. 2026-04-30hitQ1 2026 US real GDP grows at 2.0% annual rate
    How: BEA Q1 2026 advance estimate confirms real GDP growth >=2.0% annualized
    Source: BEA Gross Domestic Product releaseconf 95%
    Notes: HIT — BEA confirmed +2.0% Q1 2026. Continued AI-driven trajectory toward $90K/100K nominal per capita.
  2. 2027-01-31pendingQ4 2026 BEA release confirms nominal GDP per capita >=$88,000
    How: BEA series A939RC0Q052SBEA Q4 2026 release shows nominal GDP/capita >=$88,000
    Source: FRED A939RC0Q052SBEA — Gross domestic product per capitaconf 75%
    Notes: From Yang's stated $84K baseline, +5% nominal growth = ~$88K. On-track milestone toward $90K.
  3. 2027-01-01 → 2027-12-31pendingNominal GDP per capita crosses $90,000
    How: BEA quarterly nominal GDP/capita release reports >=$90,000
    Source: BEA / FRED A939RC0Q052SBEAconf 70%
    Notes: First half of Yang's prediction. ~7% cumulative nominal growth from $84K base assuming continued ~5% nominal trend.
  4. 2026-12-31 → 2028-06-30pendingReal GDP per capita growth runs >=1.5% annual through 2028
    How: BEA real GDP/capita series shows >=1.5% annualized growth average over rolling 8-quarter window
    Source: FRED A939RX0Q048SBEAconf 60%
    Notes: Real productivity floor needed for nominal $100K to be 'AI-driven' rather than inflation-only.
  5. 2028-06-01 → 2030-12-31pendingNominal GDP per capita crosses $100,000
    How: BEA quarterly nominal GDP/capita release reports >=$100,000
    Source: BEA / FRED A939RC0Q052SBEAconf 45%
    Notes: $100K milestone requires ~19% cumulative nominal growth. At target window's mid-2028 end, requires ~6%/yr — feasible but not certain.

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
LBP2026-05-03T02:00:01Z50.0%-1.5pp
Network propagation: 51.6% → 50.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z51.6%-2.9pp
Network propagation: 54.5% → 51.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z54.5%-5.5pp
Network propagation: 60.0% → 54.5%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.065
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.600-0.038
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.600+0.034
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.600-0.010
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.600+0.001

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.688manifoldBitcoin above 90k before 2027?29%mentionspending2026-05-30
0.648manifoldDouble digit USD inflation before 2028 election?37%mentionspending2026-05-26
0.646manifoldWill Bitcoin reach $90K USD in May 2026?24%mentionspending2026-04-27
0.644manifoldWill Bitcoin trade above $90,000 between now and June 1, 2026?5%mentionspending2026-05-16
0.640manifoldWill Mexico's real GDP grow by at least 1.4% in 2026?69%mentionspending2026-05-01
0.639manifoldWill US inflation be 3% or more in 2027?58%mentionspending2026-06-06
0.633manifoldWill the May 2026 US CPI year-over-year reading come in above 2.8%?80%mentionspending2026-05-16
0.633manifoldWill Poland surpass the UK in GDP per capita by PPP prior to 2035?42%mentionspending2026-04-26
0.630manifoldWill May 2026 U.S. real personal consumption expenditures rise at least 0.3% month-over-month?24%mentionspending2026-06-06
0.630manifoldSilver price above 90.000 in June 202636%mentionspending2026-06-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "GDP per capita $90,000 then $100,000",
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "FORECAST",
  "role": "Guest-Politician",
  "context": "GDP right now is around $84,000 ahead. Uh it's going up up up because of AI. So, it's going to break 90 and then 100,000 um in the relatively near future.",
  "to_year": 2030,
  "verbatim": "GDP right now is around $84,000 ahead. Uh it's going up up up because of AI. So, it's going to break 90 and then 100,000 um in the relatively near future.",
  "conv_cues": "going to break",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "Near future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Q1 2026 US real GDP grows at 2.0% annual rate",
      "notes": "HIT — BEA confirmed +2.0% Q1 2026. Continued AI-driven trajectory toward $90K/100K nominal per capita.",
      "source": "BEA Gross Domestic Product release",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.bea.gov/data/gdp/gross-domestic-product",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "BEA Q1 2026 advance estimate confirms real GDP growth >=2.0% annualized"
    },
    {
      "kind": "llm_pre_event",
      "label": "Q4 2026 BEA release confirms nominal GDP per capita >=$88,000",
      "notes": "From Yang's stated $84K baseline, +5% nominal growth = ~$88K. On-track milestone toward $90K.",
      "source": "FRED A939RC0Q052SBEA — Gross domestic product per capita",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.75,
      "source_url": "https://fred.stlouisfed.org/series/A939RC0Q052SBEA",
      "expected_date": "2027-01-31",
      "research_origin": "deep_research",
      "measurement_criterion": "BEA series A939RC0Q052SBEA Q4 2026 release shows nominal GDP/capita >=$88,000"
    },
    {
      "kind": "llm_pre_event",
      "label": "Nominal GDP per capita crosses $90,000",
      "notes": "First half of Yang's prediction. ~7% cumulative nominal growth from $84K base assuming continued ~5% nominal trend.",
      "source": "BEA / FRED A939RC0Q052SBEA",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://fred.stlouisfed.org/series/A939RC0Q052SBEA",
      "expected_date": "2027-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "BEA quarterly nominal GDP/capita release reports >=$90,000"
    },
    {
      "kind": "llm_post_event",
      "label": "Real GDP per capita growth runs >=1.5% annual through 2028",
      "notes": "Real productivity floor needed for nominal $100K to be 'AI-driven' rather than inflation-only.",
      "source": "FRED A939RX0Q048SBEA",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://fred.stlouisfed.org/series/A939RX0Q048SBEA",
      "expected_date": "2027-09-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-12-31"
      },
      "measurement_criterion": "BEA real GDP/capita series shows >=1.5% annualized growth average over rolling 8-quarter window"
    },
    {
      "kind": "event",
      "label": "US GDP per capita will break $90K and then $100K in relatively near future",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "236_007",
      "expected_date": "2028-06-18",
      "observed_date": null
    },
    {
      "kind": "llm_post_event",
      "label": "Nominal GDP per capita crosses $100,000",
      "notes": "$100K 
... (truncated)