← Cockpit
238_023predictionAIAI-scaling

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

Prior probability
65.0%
Current probability
49.0%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-11-30
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238"
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

Status: pending

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

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

Linked via embedding similarity 0.564

Major-country regulatory pause/moratorium on AI capability research lasting >6 months

Base rate
5.0%
0/4 historical
Inside weight
Outside weight
no pull
inside 49.0% → blend 49.0% 0.0pp)

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

9 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-022026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.0%

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 ⏱ · 2 pending
  1. 2026-01-01 → 2026-06-30overduexAI Colossus 2 / Grok 5 brings >=6T parameter or equivalent MoE-active model online
    How: xAI publicly confirms Grok 5 with >=6 trillion total parameters or equivalent compute footprint trained on Colossus 2 cluster
    Source: Geeky Gadgets: Elon Musk Leaks Grok 5 AGI Plan and xAI Roadmapconf 75%
  2. 2026-06-30pendingFrontier labs disclose >=10x effective compute scale-up from Q1 2026 to mid-year
    How: 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 terms
    Source: Frontier AI Models Technical Deep Dive: GPT5.1, Grok4.1, Opus4.5, Gemini 3 Proconf 70%
  3. 2026-09-01 → 2026-12-31pendingPublic benchmark step-change demonstrates capability gap between Jan-2026 and YE-2026 models
    How: 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 SOTA
    Source: LM Council April 2026 Benchmarks; Glia Frontier Model Benchmark March 2026conf 65%
  4. 2026-12-15pendingEnd-of-2026 frontier model capability disclosures confirm 100x scaling claim
    How: Aggregate of frontier-lab year-end blog posts or model cards explicitly cite >=100x growth in effective parameters/compute vs January 2026 baseline
    Source: Author's prediction (verbatim quote)conf 60%
  5. 2026-10-01 → 2027-06-30pendingCapability jump triggers visible economic dislocation in white-collar productivity
    How: At least one Magnificent 7 hyperscaler reports >=15% reduction in software-engineer headcount tied to AI productivity, or BLS shows software-developer employment YoY decline
    Source: Composite — derived from scaling thesisconf 45%

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: 49%)

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
LBP2026-05-24T02:00:02Z49.0%+2.7pp
Network propagation: 46.3% → 49.0%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z46.3%+5.4pp
Network propagation: 40.8% → 46.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z40.8%+10.2pp
Network propagation: 30.6% → 40.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z30.6%+15.3pp
Network propagation: 15.4% → 30.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z15.4%-23.2pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.328 blend=0.154 LLR=-0.250 κ=0.82 w_in=0.56 regulatory_freeze_window
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",
      "kappa": 0.61605,
      "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
}
LBP2026-04-30T16:39:51Z38.5%+12.7pp
Network propagation: 25.8% → 38.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z25.8%-13.4pp
reference_class_assigned bayesian_v2 inside=0.650 blend=0.258 w_in=0.53 regulatory_freeze_window
LBP2026-04-30T02:18:57Z39.2%+13.5pp
Network propagation: 25.7% → 39.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z25.7%-39.3pp
reference_class_assigned bayesian_v2 inside=0.650 blend=0.257 w_in=0.53 regulatory_freeze_window

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%0.0500.650+0.100
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.650+0.088
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6500.050+0.072
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.650+0.070
prereqSEM_011
Nvidia became the world's first $5 trillion company (late 20Jensen Huang
85.5%0.6500.050+0.070

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.023
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.020
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.008
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.006
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050+0.005

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
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_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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 (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.653manifoldLargest company end of August 2026?mentionspending2026-06-01
0.653manifoldLargest company end of July 2026?mentionspending2026-06-01
0.651manifoldWill "Maybe I was too harsh on deep learning theory..." make the top fifty posts in LessWrong's 2026 Annual Review?11%mentionspending2026-05-11
0.650manifoldWill the Shiller P/E Ratio hit a new all-time high before Jan 1, 2030?69%mentionspending2026-05-14
0.643manifoldWill Terminator2 have more Manifold followers than CalibratedGhosts on 2026-05-20?80%mentionspending2026-05-06
0.642github_releasefacebookresearch/neuroai v0.2.0mentionspending2026-05-06
0.634manifoldWill the Shiller P/E Ratio exceed 50 by Jan 1, 2030?58%mentionspending2026-05-14
0.628manifoldWill 1mon (Max) wear a dress in 202671%mentionspending2026-05-25
0.621manifoldWill "Natural Language Autoencoders Produce Unsuper..." make the top fifty posts in LessWrong's 2026 Annual Review?37%mentionspending2026-05-07
0.605manifoldWill "[Linkpost] Interpreting Language Model Parameters" make the top fifty posts in LessWrong's 2026 Annual Review?13%mentionspending2026-05-06

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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,
      "source_id": null,
      "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"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "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",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -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,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://kenhuangus.substack.com/p/frontier-ai-models-technical-deep",
 
... (truncated)