Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag)
Predictor: Dave Blundin · ep#238 "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238" · source
Prediction text
Neural nets will be 100x bigger at end of 2026 than at beginning (already in the bag) | you remember at the beginning of the year my prediction was 100x the the neural nets will be 100 times bigger at the end of this year than at the beginning. That is so in the bag now I can tell you. In fact, in fact, we did the math on that... the ratio of the intelligence from the beginning of the year to the end of the year is the same as buzzard to human. | End-2026 frontier model capability disclosures
Key catalyst: End-2026 frontier model capability disclosures
Verbatim quote
you remember at the beginning of the year my prediction was 100x the the neural nets will be 100 times bigger at the end of this year than at the beginning. That is so in the bag now I can tell you. In fact, in fact, we did the math on that... the ratio of the intelligence from the beginning of the year to the end of the year is the same as buzzard to human.
Resolution evidence
Dave's 100x neural net size Jan-Dec 2026. Claude Opus 4.7 released April 2026; GPT-5.4 same window; ~10-30x parameter growth confirmed, 100x aspirational. On-track for 30-60x.
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin 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: regulatory_freeze_window
Major-country regulatory pause/moratorium on AI capability research lasting >6 months
Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.
Probability over time
Milestone chain
- 2026-01-01 → 2026-06-30overduexAI Colossus 2 / Grok 5 brings >=6T parameter or equivalent MoE-active model onlineHow: xAI publicly confirms Grok 5 with >=6 trillion total parameters or equivalent compute footprint trained on Colossus 2 clusterSource: Geeky Gadgets: Elon Musk Leaks Grok 5 AGI Plan and xAI Roadmapconf 75%
- 2026-06-30pendingFrontier labs disclose >=10x effective compute scale-up from Q1 2026 to mid-yearHow: At least one of OpenAI, Anthropic, xAI, Google DeepMind discloses training run >=10x larger than their Q1 2026 frontier model in FLOPs or effective compute termsSource: Frontier AI Models Technical Deep Dive: GPT5.1, Grok4.1, Opus4.5, Gemini 3 Proconf 70%
- 2026-09-01 → 2026-12-31pendingPublic benchmark step-change demonstrates capability gap between Jan-2026 and YE-2026 modelsHow: At least one model on LM Council or Glia benchmark shows >=20-point absolute improvement on GPQA Diamond, ARC-AGI, or comparable hard benchmark vs Q1 2026 SOTASource: LM Council April 2026 Benchmarks; Glia Frontier Model Benchmark March 2026conf 65%
- 2026-12-15pendingEnd-of-2026 frontier model capability disclosures confirm 100x scaling claimHow: Aggregate of frontier-lab year-end blog posts or model cards explicitly cite >=100x growth in effective parameters/compute vs January 2026 baselineSource: Author's prediction (verbatim quote)conf 60%
- 2026-10-01 → 2027-06-30pendingCapability jump triggers visible economic dislocation in white-collar productivityHow: At least one Magnificent 7 hyperscaler reports >=15% reduction in software-engineer headcount tied to AI productivity, or BLS shows software-developer employment YoY declineSource: Composite — derived from scaling thesisconf 45%
What if this resolves?
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
Raw metadata
{
"trf": 0.6338685427014515,
"kappa": 0.8214,
"base_rate": 0.05,
"predictor": "Dave Blundin",
"total_llr": -0.4054651081081644,
"grace_days": 7,
"bayesian_v2": true,
"prior_logit": -0.46699781337849733,
"bayes_factor": "1.3:1 against",
"blend_reason": "blend 55% inside / 44% outside (TRF=0.634, base_rate=0.050 from regulatory_freeze_window)",
"inside_prior": 0.3853270666168182,
"kappa_source": "predictor_table",
"n_milestones": 1,
"blend_applied": true,
"contributions": [
{
"llr": -0.4054651081081644,
"kind": "llm_pre_event",
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"label": "xAI Colossus 2 / Grok 5 brings >=6T parameter or equivalent MoE-active model online",
"weight": 0.4,
"strength": "weak",
"confidence": 0.75,
"source_url": "https://www.geeky-gadgets.com/elon-musk-grok-5-agi-plan/",
"adjusted_llr": -0.24978677985003467,
"expected_date": "2026-04-01",
"measurement_criterion": "xAI publicly confirms Grok 5 with >=6 trillion total parameters or equivalent compute footprint trained on Colossus 2 cluster"
}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
"inside_weight": 0.5562920201089838,
"outside_weight": 0.4437079798910162,
"posterior_prob": 0.15378569240756632,
"posterior_logit": -0.7167845932285319,
"predictor_brier": 0.0491,
"inside_posterior": 0.3281014300038667,
"blended_posterior": 0.15378569240756632,
"reference_class_id": "regulatory_freeze_window",
"total_adjusted_llr": -0.24978677985003467,
"predictor_n_resolved": 9
}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.650 | +0.100 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.650 | +0.088 |
| prereq | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated — Jensen Huang | 86.1% | 0.650 | 0.050 | +0.072 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.650 | +0.070 |
| prereq | SEM_011 Nvidia became the world's first $5 trillion company (late 20 — Jensen Huang | 85.5% | 0.650 | 0.050 | +0.070 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | +0.023 |
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | -0.020 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | -0.008 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | +0.006 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | +0.005 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (10)
Raw metadata
{
"nia": false,
"qty": "100x",
"url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
"mode": "PREDICTION",
"role": "Host",
"context": "you remember at the beginning of the year my prediction was 100x the the neural nets will be 100 times bigger at the end of this year than at the beginning. That is so in the bag now I can tell you.",
"to_year": 2026,
"verbatim": "you remember at the beginning of the year my prediction was 100x the the neural nets will be 100 times bigger at the end of this year than at the beginning. That is so in the bag now I can tell you. In fact, in fact, we did the math on that... the ratio of the intelligence from the beginning of the year to the end of the year is the same as buzzard to human.",
"conv_cues": "in the bag",
"direction": "NUMERIC_TARGET",
"from_year": 2026,
"timeframe": "End of 2026",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "xAI Colossus 2 / Grok 5 brings >=6T parameter or equivalent MoE-active model online",
"source": "Geeky Gadgets: Elon Musk Leaks Grok 5 AGI Plan and xAI Roadmap",
"status": "overdue",
"weight": 0.4,
"ordinal": -7,
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"confidence": 0.75,
"source_url": "https://www.geeky-gadgets.com/elon-musk-grok-5-agi-plan/",
"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": "xAI publicly confirms Grok 5 with >=6 trillion total parameters or equivalent compute footprint trained on Colossus 2 cluster"
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{
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{
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"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
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"source_id": "SEM_027",
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},
{
"kind": "prereq",
"label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
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},
{
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"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": -3,
"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
"status": "pending",
"weight": 0.5,
"ordinal": -2,
"source_id": "SEM_015",
"expected_date": "2026-06-25",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Frontier labs disclose >=10x effective compute scale-up from Q1 2026 to mid-year",
"source": "Frontier AI Models Technical Deep Dive: GPT5.1, Grok4.1, Opus4.5, Gemini 3 Pro",
"status": "pending",
"weight": 0.4,
"ordinal": -1,
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"confidence": 0.7,
"source_url": "https://kenhuangus.substack.com/p/frontier-ai-models-technical-deep",
... (truncated)