← Cockpit
236_011predictionGeopoliticsAI-timing

Independent/third party presidential run possible in 2028 election

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

Prior probability
55.0%
Current probability
46.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2028-10-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Independent/third party presidential run possible in 2028 election | This is all on the table for 2028. Um, now, will all of that come together? Don't know. Um, but certainly every piece is there.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
This is all on the table for 2028. Um, now, will all of that come together? Don't know. Um, but certainly every piece is there.

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

4 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.3%

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: 6 fired ✓ · 2 pending
  1. 2026-02-01hitRFK Jr. listed as 2028 independent presidential candidate (early signal)
    How: Ballotpedia, Politics1, or comparable election tracker formally lists at least 1 high-profile non-major-party candidate (RFK Jr., or other figure with >=5% national name ID) as a declared 2028 independent or third-party hopeful
    Source: https://politics1.com/p2028.htmconf 85%
  2. 2026-09-01 → 2027-09-30pendingIndependent/third-party 2028 candidate polls >=10% in head-to-head three-way matchup
    How: FiveThirtyEight / 270toWin / Race-to-the-WH polling average shows a named non-major-party 2028 candidate at >=10% in three-way generic matchup vs Dem/Rep nominee for 2 consecutive months
    Source: https://www.racetothewh.com/president/2028/pollsconf 50%
  3. 2026-06-01 → 2027-12-31pendingNo Labels, Forward Party, Libertarians, or new party announces 2028 ballot strategy in >=30 states
    How: Organized political party (No Labels successor, Forward, Libertarian, Green, or new entrant) publishes ballot-access strategy targeting >=30 states with documented signature collection and legal team
    Source: https://eposimulation.fandom.com/wiki/Third-Party_Candidates_in_the_2028_U.S_Presidential_Electionconf 60%
  4. 2028-06-01 → 2028-09-30pendingHigh-profile non-major-party candidate qualifies for first general election debate
    How: Commission on Presidential Debates (or successor) admits a non-major-party 2028 candidate to >=1 nationally-televised general election debate (Perot 1992 precedent), per published participation rules and polling thresholds
    Source: https://en.wikipedia.org/wiki/2028_United_States_presidential_electionconf 30%
  5. 2028-06-01 → 2028-09-30pendingIndependent/third-party 2028 candidate appears on >=40 state ballots (general election)
    How: Per Ballotpedia general election ballot tracker, at least 1 independent or third-party candidate certified for general-election ballot in >=40 US states by September 2028 (Perot 1992 = 50, RFK Jr 2024 = ~30)
    Source: https://ballotpedia.org/Presidential_candidates,_2028conf 55%
  6. 2028-11-07 → 2028-12-15pendingCascade: Independent/third-party 2028 candidate captures >=5% of national popular vote
    How: Certified general election results show non-major-party candidate(s) collectively receive >=5% of national popular vote (FEC official certification), demonstrating viable third-party run
    Source: https://www.harrisx.com/posts/newsweek-kamala-harris-surges-in-new-2028-pollconf 35%

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: 46%)

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
LBP2026-05-10T02:00:02Z46.3%-1.1pp
Network propagation: 47.4% → 46.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.4%-1.7pp
Network propagation: 49.1% → 47.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.1%-2.4pp
Network propagation: 51.5% → 49.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5500.050-0.081
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050-0.049
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5500.050-0.044
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.042
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.037

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%0.6500.050-0.054
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.042
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.033
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.024
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.009

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
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
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

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.742polymarketWill Greg Abbott win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.737manifoldWill Kamala announce a run in 202840%mentionspending2026-04-30
0.732polymarketWill James Talarico win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.730polymarketWill Pete Hegseth win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.730polymarketWill Marco Rubio win the 2028 US Presidential Election?16%mentionspending2025-07-08
0.728polymarketWill Gavin Newsom win the 2028 US Presidential Election?16%mentionspending2025-07-08
0.727polymarketWill Kamala Harris win the 2028 US Presidential Election?6%mentionspending2025-07-08
0.727polymarketWill Pete Buttigieg win the 2028 US Presidential Election?2%mentionspending2025-07-08
0.724polymarketWill Zohran Mamdani win the 2028 US Presidential Election?1%mentionspending2025-07-08
0.724polymarketWill Ron DeSantis win the 2028 US Presidential Election?2%mentionspending2025-07-08

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "SPECULATION",
  "role": "Guest-Politician",
  "caveats": "Don't know if all will come together",
  "context": "This is all on the table for 2028. Um, now, will all of that come together? Don't know. Um, but certainly every piece is there.",
  "to_year": 2028,
  "verbatim": "This is all on the table for 2028. Um, now, will all of that come together? Don't know. Um, but certainly every piece is there.",
  "conv_cues": "on the table; every piece is there",
  "direction": "HAPPEN",
  "from_year": 2028,
  "timeframe": "2028",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "RFK Jr. listed as 2028 independent presidential candidate (early signal)",
      "source": "https://politics1.com/p2028.htm",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2026-02-01",
      "observed_date": "2026-02-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Ballotpedia, Politics1, or comparable election tracker formally lists at least 1 high-profile non-major-party candidate (RFK Jr., or other figure with >=5% national name ID) as a declared 2028 independent or third-party hopeful"
    },
    {
      "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": -7,
      "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": -6,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "235_002",
      "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": -3,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Independent/third-party 2028 candidate polls >=10% in head-to-head three-way matchup",
      "source": "https://www.racetothewh.com/president/2028/polls",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "FiveThirtyEight / 270toWin / Race-to-the-WH polling average shows a named non-major-party 2028 candidate at >=10% in three-way generic matchup vs Dem/Rep nominee for 2 consecutive months"
    },
    {
      "kind": "llm_pre_event",
      "label": "No Labels, Forward Party, Libertarians, or new party announces 2028 ballot strategy in >=30 states",
      "source": "https://eposimulation.fandom.com/wiki/Third-Party_Candidates_in_the_2028_U.S_Presidential_Election",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.6,
 
... (truncated)