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238_005predictionAIAI-timing

By September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly free

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

Prior probability
50.0%
Current probability
39.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-09-01 – 2026-09-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

By September 2026 there will be 1000+ ultra-high-inspirational-quality videos of the future generated nearly free | I would be disappointed if by the time we get to September, if we don't have a thousand videos of ultra high inspirational quality generated for nearly free at this point.

Verbatim quote

From episode "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238"
I would be disappointed if by the time we get to September, if we don't have a thousand videos of ultra high inspirational quality generated for nearly free at this point.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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 50%2026-04-302026-05-022026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 39.3%

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 ✓ · 1 overdue ⏱ · 1 pending
  1. 2026-01-01 → 2026-06-30overdueVeo 3.1 ships with 4K resolution + native audio at $0.20-0.50/s
    How: Google's Veo 3.1 publicly available with 4K + audio synchronization at API tier $0.20/s (1080p) to $0.50/s (4K)
    Source: https://blog.laozhang.ai/en/posts/best-ai-video-modelconf 95%
  2. 2026-04-26hitOpenAI Sora 2 generates >=10s coherent video at consumer-grade quality with $20/mo plan
    How: Sora 2 publicly available; ChatGPT Plus subscription at $20/mo enables ~12 ten-second 720p videos/mo per credit allowance
    Source: https://openai.com/index/sora-2/conf 99%
    Notes: Sora 2 launched, then Sora app shut down 2026-04-26 — but underlying capability available via API at $0.10-$0.30/s.
  3. 2026-06-01 → 2026-12-31pendingAI video gen unit cost falls below $0.10/sec at 1080p across major providers
    How: At least 3 of {OpenAI Sora, Google Veo, Runway, Pika, Kling, Luma} offer 1080p AI video generation at <=$0.10 per second
    Source: Provider API pricing pagesconf 75%
  4. 2026-09-30pending1,000+ ultra-high-quality AI-generated future-themed videos publicly catalogued by Sept 2026
    How: Public catalog (Civitai, AI Filmmakers Festival, YouTube curated lists) documents >=1,000 AI-generated videos meeting 'cinematic quality, future/sci-fi themed, free or near-free to produce' criteria
    Source: AI Filmmakers Festival; Civitai; YouTube AI curationconf 60%
    Notes: Quality threshold subjective; 'inspirational' is fuzzy. 1,000 is plausibly already exceeded if criteria loose.
  5. 2026-09-01 → 2027-06-30pendingFirst feature-length AI-generated film released theatrically/streaming
    How: A feature-length film (>=60 min) created predominantly with AI video generation gets theatrical release or major streaming distribution
    Source: Industry trade press (Variety, THR, Deadline)conf 55%

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: 39%)

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
LBP2026-05-03T02:00:01Z39.3%+2.3pp
Network propagation: 37.0% → 39.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z37.0%-7.8pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.370 blend=0.370 LLR=-0.325 κ=0.84 no_blend
Raw metadata
{
  "trf": 1,
  "kappa": 0.8438,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.20922370137380258,
  "bayes_factor": "1.4:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.44788404882317195,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.8016099999999999,
      "label": "Veo 3.1 ships with 4K resolution + native audio at $0.20-0.50/s",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.95,
      "source_url": "https://blog.laozhang.ai/en/posts/best-ai-video-model",
      "adjusted_llr": -0.3250248853105856,
      "expected_date": "2026-04-01",
      "measurement_criterion": "Google's Veo 3.1 publicly available with 4K + audio synchronization at API tier $0.20/s (1080p) to $0.50/s (4K)"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.36952651895202543,
  "posterior_logit": -0.5342485866843882,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.36952651895202543,
  "blended_posterior": 0.36952651895202543,
  "reference_class_id": null,
  "total_adjusted_llr": -0.3250248853105856,
  "predictor_n_resolved": 11
}
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.062
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.044
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.500+0.040
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500+0.017
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.015

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.076
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.068
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.064
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.062
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.044

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2026-09-30[Capability 2026-09] [238_005] By September 2026 there will be 1000+ ultra-high-inspirational-quality videos ofpending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "1,000 videos",
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "postcarce inspirational videos are already baked in. I would be disappointed if by the time we get to September, if we don't have a thousand videos of ultra high inspirational quality generated for nearly free at this point.",
  "to_year": 2026,
  "verbatim": "I would be disappointed if by the time we get to September, if we don't have a thousand videos of ultra high inspirational quality generated for nearly free at this point.",
  "conv_cues": "I would be disappointed if we don't",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "September 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Veo 3.1 ships with 4K resolution + native audio at $0.20-0.50/s",
      "source": "https://blog.laozhang.ai/en/posts/best-ai-video-model",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://blog.laozhang.ai/en/posts/best-ai-video-model",
      "expected_date": "2026-04-01",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Google's Veo 3.1 publicly available with 4K + audio synchronization at API tier $0.20/s (1080p) to $0.50/s (4K)"
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI Sora 2 generates >=10s coherent video at consumer-grade quality with $20/mo plan",
      "notes": "Sora 2 launched, then Sora app shut down 2026-04-26 — but underlying capability available via API at $0.10-$0.30/s.",
      "source": "https://openai.com/index/sora-2/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/index/sora-2/",
      "expected_date": "2026-04-26",
      "observed_date": "2026-04-26",
      "research_origin": "deep_research",
      "measurement_criterion": "Sora 2 publicly available; ChatGPT Plus subscription at $20/mo enables ~12 ten-second 720p videos/mo per credit allowance"
    },
    {
      "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": -6,
      "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": -5,
      "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": -4,
      "source_id": "234_012",
      "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": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": 
... (truncated)