← Cockpit
238_001predictionAIAI-scaling

Cost drop in AI models will make them much more accessible to many more people

Predictor: Unknown · ep#238 "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238" · source

Prior probability
55.0%
Current probability
36.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
D
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
6 / 0
Tickers exposed
37

Prediction text

Cost drop in AI models will make them much more accessible to many more people | The real power will come in the cost drop which will make it much more accessible to a lot of people.

Verbatim quote

From episode "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238"
The real power will come in the cost drop which will make it much more accessible to a lot of people.

Predictor: Unknown

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Unknown 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

7 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 36.6%

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 ✓ · 1 overdue ⏱ · 8 pending
  1. 2025-08-07hitGPT-5 launches at $1.25/$10 per million tokens
    How: OpenAI publicly launches GPT-5 with input price <=$1.50 per million tokens and output price <=$12 per million tokens
    Source: https://openai.com/api/pricing/conf 99%
    Notes: HIT — GPT-5 launched 2025-08-07 at $1.25 input / $10 output per 1M tokens. >70% cheaper than GPT-4 launch pricing.
  2. 2025-08-07hitGPT-5 Mini reaches $0.25/$2.00 per million tokens
    How: OpenAI offers GPT-5 Mini at <=$0.30 input / <=$2.50 output per million tokens for high-volume production use
    Source: https://pricepertoken.com/pricing-page/model/openai-gpt-5conf 99%
    Notes: HIT — 5x cheaper than full GPT-5; explicitly enables 'broad access' use case.
  3. 2025-08-07hitFree-tier ChatGPT users get GPT-5 Mini access
    How: OpenAI free tier explicitly grants access to GPT-5 Mini (or equivalent) at non-zero rate limit
    Source: https://openai.com/api/pricing/conf 95%
    Notes: HIT — Free tier confirmed to include GPT-5 Mini and GPT-4o Mini per pricing docs.
  4. 2026-04-30hitOpenAI per-token API pricing -90% vs early GPT-4 baseline
    How: GPT-5.2 input pricing ≤$2/M tokens (vs $25-60/M early GPT-4), confirmed via OpenAI public pricing page
    Source: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 95%
    Notes: HIT — GPT-5.2 at $1.75/$14, ~90% reduction; nano-tier at $0.10/M
  5. 2025-08-01 → 2027-02-28overdueFrontier model price drops >=10x within 18 months of GPT-5 launch
    How: Equivalent-capability LLM (Anthropic, OpenAI, Google) drops to <=$0.125 input per million tokens (>=10x reduction from GPT-5 launch)
    Source: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 55%
  6. 2026-10-20pendingQ1 window check-in (25%)
  7. 2026-06-01 → 2027-06-30pendingFree-tier ChatGPT users cross 1B globally
    How: OpenAI publicly reports ≥1B weekly active free-tier users (vs ~700M reported H2 2025)
    Source: https://developers.openai.com/api/docs/pricingconf 70%
  8. 2026-06-01 → 2027-06-30pendingAnthropic / Google match OpenAI's nano-tier pricing
    How: Anthropic Claude Haiku or Google Gemini Flash drop to ≤$0.20/M input tokens for production-quality model
    Source: https://intuitionlabs.ai/articles/ai-api-pricing-comparison-grok-gemini-openai-claudeconf 80%
  9. 2027-04-11pendingQ2 window check-in (50%)
  10. 2026-09-01 → 2027-12-31pendingSub-$0.10/M-token frontier-class model available
    How: At least one model scoring ≥80% on MMLU-Pro priced ≤$0.10 per million input tokens publicly
    Source: https://www.cloudzero.com/blog/openai-pricing/conf 70%
    Notes: GPT-4.1 Nano already at $0.10/$0.40; trajectory continuing
  11. 2026-09-01 → 2028-03-31pendingOpen-source model matching GPT-5 quality released free-to-use
    How: Open-weight model (Llama, DeepSeek, Mistral, etc.) within 5pts of GPT-5 on standard benchmarks released under permissive license
    Source: https://www.roborhythms.com/ai-cost-crisis-already-over/conf 65%
  12. 2026-06-01 → 2028-12-31pendingAI consumer app surpasses 1B MAUs
    How: Single AI assistant app (ChatGPT, Gemini, Claude, Meta AI) discloses >=1 billion monthly active users
    Source: https://openai.com/api/pricing/conf 65%
    Notes: Cascade — Cost drop → broad access → mass adoption. ChatGPT was at 700M+ MAUs as of mid-2025.
  13. 2027-10-01pendingQ3 window check-in (75%)
  14. 2029-03-31pendingAI accessible to >=2B people via free apps by end of horizon
    How: Aggregate global free-tier AI users (any provider) exceeds 2B per industry tracker (CIRP, Sensor Tower)
    Source: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 50%

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: 37%)

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
metadata_milestone_miss_sweep2026-05-30T22:15:00Z36.6%-2.6pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.366 blend=0.366 LLR=-0.112 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.9709877184913965,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Unknown",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.4370653291395327,
  "bayes_factor": "1.1:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.39244046430485224,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.275,
      "label": "Frontier model price drops >=10x within 18 months of GPT-5 launch",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.55,
      "source_url": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
      "adjusted_llr": -0.11150290472974521,
      "expected_date": "2026-05-16",
      "measurement_criterion": "Equivalent-capability LLM (Anthropic, OpenAI, Google) drops to <=$0.125 input per million tokens (>=10x reduction from GPT-5 launch)"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.32030859705602244,
  "outside_weight": 0.6796914029439776,
  "posterior_prob": 0.36619665342588775,
  "posterior_logit": -0.5485682338692779,
  "predictor_brier": null,
  "inside_posterior": 0.36619665342588775,
  "blended_posterior": 0.36619665342588775,
  "reference_class_id": null,
  "total_adjusted_llr": -0.11150290472974521,
  "predictor_n_resolved": 0
}
LBP2026-05-17T02:00:01Z39.2%+1.2pp
Network propagation: 38.0% → 39.2%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z38.0%+2.4pp
Network propagation: 35.6% → 38.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z35.6%+4.5pp
Network propagation: 31.1% → 35.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
milestone miss2026-05-01T22:09:22Z31.1%-16.3pp
47.5%(inside prior)31.1%(Bayes, κ=0.50)(no blend — node not linked)
2 milestones missed · 30d grace
Show missed milestones
  • LLR -0.693 · moderate · expected 2025-08-07
    GPT-5 launches at $1.25/$10 per million tokens
  • LLR -0.693 · moderate · expected 2025-08-07
    GPT-5 Mini reaches $0.25/$2.00 per million tokens
LBP2026-04-30T16:39:51Z47.5%-2.6pp
Network propagation: 50.0% → 47.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.0%-5.0pp
Network propagation: 55.0% → 50.0%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.5500.050-0.141
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.134
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.550+0.124
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.109
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550+0.034

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
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 (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (6)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2025-08-07GPT-5 launches at $1.25/$10 per million tokensmissed
2025-08-07GPT-5 Mini reaches $0.25/$2.00 per million tokensmissed
2026-06-30Free-tier ChatGPT users get GPT-5 Mini accesspending
2027-02-28Frontier model price drops >=10x within 18 months of GPT-5 launchpending
2028-12-31AI consumer app surpasses 1B MAUspending
2029-03-31AI accessible to >=2B people via free apps by end of horizonpending

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.612gdeltmeta chief zuckerberg doubles down on ai spendingmentionspending2026-04-30
0.589arxivInstance-Level Costs for Nuanced Classifier Evaluationmentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "you know a huge amount of expectation on GPT5. What do you think of it right now? Everyone on this should be trying to get as much data because the models are coming now. We have the right models. The real power will come in the cost drop which will make it much more accessible to a lot of people.",
  "verbatim": "The real power will come in the cost drop which will make it much more accessible to a lot of people.",
  "conv_cues": "will come; will make",
  "direction": "DOWN",
  "timeframe": "Near future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "GPT-5 launches at $1.25/$10 per million tokens",
      "notes": "HIT — GPT-5 launched 2025-08-07 at $1.25 input / $10 output per 1M tokens. >70% cheaper than GPT-4 launch pricing.",
      "source": "https://openai.com/api/pricing/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -13,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/api/pricing/",
      "expected_date": "2025-08-07",
      "observed_date": "2025-08-07",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly launches GPT-5 with input price <=$1.50 per million tokens and output price <=$12 per million tokens"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5 Mini reaches $0.25/$2.00 per million tokens",
      "notes": "HIT — 5x cheaper than full GPT-5; explicitly enables 'broad access' use case.",
      "source": "https://pricepertoken.com/pricing-page/model/openai-gpt-5",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -12,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://pricepertoken.com/pricing-page/model/openai-gpt-5",
      "expected_date": "2025-08-07",
      "observed_date": "2025-08-07",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI offers GPT-5 Mini at <=$0.30 input / <=$2.50 output per million tokens for high-volume production use"
    },
    {
      "kind": "llm_pre_event",
      "label": "Free-tier ChatGPT users get GPT-5 Mini access",
      "notes": "HIT — Free tier confirmed to include GPT-5 Mini and GPT-4o Mini per pricing docs.",
      "source": "https://openai.com/api/pricing/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://openai.com/api/pricing/",
      "expected_date": "2026-01-14",
      "observed_date": "2025-08-07",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2025-08-01"
      },
      "measurement_criterion": "OpenAI free tier explicitly grants access to GPT-5 Mini (or equivalent) at non-zero rate limit"
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI per-token API pricing -90% vs early GPT-4 baseline",
      "notes": "HIT — GPT-5.2 at $1.75/$14, ~90% reduction; nano-tier at $0.10/M",
      "source": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "GPT-5.2 input pricing ≤$2/M tokens (vs $25-60/M early GPT-4), confirmed via OpenAI public pricing page"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier model price drops >=10x within 18 months of GPT-5 launch",
      "source": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -9,
      "source_i
... (truncated)