← Cockpit
236_013predictionGeopoliticsAI-timing

Democrats will no longer campaign in Iowa (DNC demoted Iowa)

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
50.4%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2028-10-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Democrats will no longer campaign in Iowa (DNC demoted Iowa) | the DNC already demoted Iowa. So, you won't see Democrats going to Iowa anymore.

Verbatim quote

From episode "Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236"
the DNC already demoted Iowa. So, you won't see Democrats going to Iowa anymore.

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.4%

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 ✓ · 3 pending
  1. 2025-12-15hitDNC Rules and Bylaws Committee removes Iowa's seat for 2028 calendar oversight
    How: Iowa DNC member Scott Brennan removed from Rules and Bylaws Committee that oversees the 2028 presidential nominating process
    Source: Iowa loses seat on panel directing 2028 Democratic nominating calendar - The Gazetteconf 95%
    Notes: HIT - Iowa lost its sole seat on the panel directing the 2028 calendar. Direct, measurable signal of demotion.
  2. 2026-01-19hit12 states formally apply to lead 2028 Democratic primary calendar
    How: DNC reports 12 or more states submitted applications for early 2028 nominating slots; Iowa competes against Michigan and Illinois for Midwest slot
    Source: CNN - Democrats 2028 calendar fight: 12 states applyconf 95%
    Notes: HIT - Iowa now competing in a regional bake-off rather than holding its historical FITN status.
  3. 2026-08-01 → 2027-02-28pendingDNC Rules and Bylaws Committee finalizes 2028 Democratic primary calendar
    How: DNC publishes finalized 2028 nominating calendar selecting one state per region; confirms whether Iowa retains an early-state slot
    Source: Ballotpedia - Changes to the 2028 Democratic presidential primary calendarconf 85%
  4. 2027-01-01 → 2027-12-31pending3 or more leading 2028 Democratic candidates skip Iowa during pre-primary year
    How: Three or more declared 2028 Democratic primary candidates conduct zero or near-zero campaign events in Iowa over the calendar year
    Source: NOTUS / Axios reporting on 2028 Democratic field campaign schedulesconf 55%
    Notes: NOTUS reporting shows several 2028 hopefuls are still campaigning in Iowa/NH despite demotion - a partial counter-signal.
  5. 2027-06-01 → 2028-06-30pending2028 Iowa Democratic event count below 50 percent of 2020 cycle baseline
    How: Aggregate count of Democratic primary candidate events in Iowa during the 2028 cycle is less than 50 percent of the equivalent 2020 cycle baseline
    Source: Iowa Capital Dispatch / state party event trackingconf 50%
    Notes: Cascade - directly tests whether the demotion translates into actual campaign-behavior change.

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
LBP2026-05-10T02:00:02Z50.4%-1.3pp
Network propagation: 51.7% → 50.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.7%-1.9pp
Network propagation: 53.6% → 51.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.6%-2.6pp
Network propagation: 56.2% → 53.6%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.6000.050-0.089
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.054
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.6000.050-0.049
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.046
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.041

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%0.6500.050-0.030
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.016
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.011
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.009
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.005

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
0.592manifoldWhich Party will win the Iowas 2nd House District Election?mentionspending2026-06-03
0.584polymarketWill Bernie Sanders win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.580polymarketWill Graham Platner win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.578polymarketWill Graham Platner be the Democratic nominee for Senate in Maine?98%mentionspending2025-09-15
0.576polymarketWill Zohran Mamdani win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.573polymarketWill Hillary Clinton win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.573polymarketWill Gretchen Whitmer win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.572polymarketWill Chelsea Clinton win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.571polymarketWill Mark Cuban win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.569polymarketWill Michelle Obama win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=toE56X2h0wk",
  "mode": "PREDICTION",
  "role": "Guest-Politician",
  "context": "the DNC already demoted Iowa. So, you won't see Democrats going to Iowa anymore.",
  "to_year": 2028,
  "verbatim": "the DNC already demoted Iowa. So, you won't see Democrats going to Iowa anymore.",
  "conv_cues": "won't see",
  "direction": "NOT_HAPPEN",
  "from_year": 2028,
  "timeframe": "2028 cycle",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "DNC Rules and Bylaws Committee removes Iowa's seat for 2028 calendar oversight",
      "notes": "HIT - Iowa lost its sole seat on the panel directing the 2028 calendar. Direct, measurable signal of demotion.",
      "source": "Iowa loses seat on panel directing 2028 Democratic nominating calendar - The Gazette",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.thegazette.com/campaigns-elections/iowa-loses-seat-on-panel-directing-2028-democratic-nominating-calendar/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Iowa DNC member Scott Brennan removed from Rules and Bylaws Committee that oversees the 2028 presidential nominating process"
    },
    {
      "kind": "llm_pre_event",
      "label": "12 states formally apply to lead 2028 Democratic primary calendar",
      "notes": "HIT - Iowa now competing in a regional bake-off rather than holding its historical FITN status.",
      "source": "CNN - Democrats 2028 calendar fight: 12 states apply",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.cnn.com/2026/01/19/politics/democrats-2028-primary-calendar",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-19",
      "research_origin": "deep_research",
      "measurement_criterion": "DNC reports 12 or more states submitted applications for early 2028 nominating slots; Iowa competes against Michigan and Illinois for Midwest slot"
    },
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "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": -5,
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "DNC Rules and Bylaws Committee finalizes 2028 Democratic primary calendar",
      "source": "Ballotpedia - Changes to the 2028 Democratic presidential primary calendar",
      "status":
... (truncated)