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238_042predictionConsumerAI-timing

Iris scanning will improve to a 3-meter (and longer) range at retail stores

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
42.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2029-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Iris scanning will improve to a 3-meter (and longer) range at retail stores | I think they they have a a 3 meter range on these things. I don't know if these ones do, but the military has 3 meter range on these. It'll get better and you'll be able to do it at a distance.

Verbatim quote

From episode "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238"
I think they they have a a 3 meter range on these things. I don't know if these ones do, but the military has 3 meter range on these. It'll get better and you'll be able to do it at a distance.

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%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.3%

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: 7 fired ✓ · 3 pending
  1. 2025-05-02hitWorld (Worldcoin) US launch with six Orb locations live
    How: Sam Altman's World Network launches iris-scanning identity verification in the US with first six Orb retail locations operational
    Source: https://news-nest.com/2025/05/02/sam-altmans-eye-scanning-identity-project-world-officially-launches-in-the-u-s-with-six-orb-locations/conf 99%
    Notes: HIT — first generation iris-scanning retail rollout precedent.
  2. 2026-04-30hitWorld Tinder/Zoom/Docusign integrations announced — broader enterprise iris-ID adoption
    How: Worldcoin/World announces partnerships with Tinder, Zoom, and Docusign for iris-verified identity, signaling commercial demand for the modality even at current short range
    Source: https://restofworld.org/2026/sam-altman-worldcoin-zoom-tinder-partnerships/conf 95%
  3. 2026-06-01 → 2026-12-31pendingWorld deploys 12,000 additional Orbs including self-serve retail and Orb Mini portable units
    How: World deploys 12,000 additional Orbs by end-2026 (including UK self-serve retail in Manchester/Birmingham/Cardiff/Belfast/Glasgow) AND ships Orb Mini portable form factor — necessary scale precursor to longer-range models
    Source: https://www.techbeams.com/world-to-launch-iris-scanning-orb-in-the-uk/conf 70%
  4. 2026-06-01 → 2028-06-30pendingDefense / DARPA biometric program publishes peer-reviewed iris-at-distance >3m results
    How: DARPA, IARPA, or DOD-funded program publishes peer-reviewed paper documenting reliable iris recognition at ≥3 meters with consumer-grade optics (not closed-aperture military rigs)
    Source: IEEE Trans. Biometrics, DARPA program announcementsconf 45%
    Notes: Tests technical-feasibility precursor for retail-grade 3m+ iris.
  5. 2027-06-01 → 2029-06-30pendingFirst US retailer pilots ≥3m-range iris/biometric checkout at scale
    How: Amazon, Walmart, Target or peer pilots biometric checkout using iris recognition at ≥3m range across ≥50 stores
    Source: Reuters retail desk, Forbes retail coverageconf 30%
    Notes: Cascade — tests the literal 'retail stores' clause of the prediction.
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 42%)

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
LBP2026-05-17T02:00:01Z42.3%-1.0pp
Network propagation: 43.4% → 42.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z43.4%-1.4pp
Network propagation: 44.8% → 43.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.046
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.5000.050-0.043
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.032
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.031

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.056
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.050
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.042
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.029
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.028

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
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
prereq239_008Moon base will exist in 10 yearsSpace

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "3+ meter range",
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I think they they have a a 3 meter range on these things. I don't know if these ones do, but the military has 3 meter range on these. It'll get better and you'll be able to do it at a distance.",
  "verbatim": "I think they they have a a 3 meter range on these things. I don't know if these ones do, but the military has 3 meter range on these. It'll get better and you'll be able to do it at a distance.",
  "conv_cues": "it'll get better",
  "direction": "UP",
  "timeframe": "Future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "World (Worldcoin) US launch with six Orb locations live",
      "notes": "HIT — first generation iris-scanning retail rollout precedent.",
      "source": "https://news-nest.com/2025/05/02/sam-altmans-eye-scanning-identity-project-world-officially-launches-in-the-u-s-with-six-orb-locations/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.foxbusiness.com/technology/sam-altmans-iris-scanning-tech-launches-us-raising-alarm-over-privacy-global-control",
      "expected_date": "2025-05-02",
      "observed_date": "2025-05-02",
      "research_origin": "deep_research",
      "measurement_criterion": "Sam Altman's World Network launches iris-scanning identity verification in the US with first six Orb retail locations operational"
    },
    {
      "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": -9,
      "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": -8,
      "source_id": "SEM_008",
      "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": -7,
      "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": -6,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "World Tinder/Zoom/Docusign integrations announced — broader enterprise iris-ID adoption",
      "source": "https://restofworld.org/2026/sam-altman-worldcoin-zoom-tinder-partnerships/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://restofworld.org/2026/sam-altman-worldcoin-zoom-tinder-partnerships/",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Worldcoin/World announces partnerships with Tinder, Zoom, and Docusign for iris-verified identity, signaling commercial demand for the modality even at current short range"
    },
    {
      "kind": "llm_pre_even
... (truncated)