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238_071predictionAIAI-scaling

Future AI models may compress all human knowledge into megabytes via post-transformer breakthroughs

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
45.0%
Current probability
34.7%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
6 / 0
Tickers exposed
37

Prediction text

Future AI models may compress all human knowledge into megabytes via post-transformer breakthroughs | if I had to bet, I'd bet that it's some sort of radical post transformer advance where the models get even smaller... will be something maybe even in the megabytes.

Verbatim quote

From episode "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238"
if I had to bet, I'd bet that it's some sort of radical post transformer advance where the models get even smaller... will be something maybe even in the megabytes.

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 45%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.7%

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 pending
  1. 2026-10-05pendingQ1 window check-in (25%)
  2. 2026-06-01 → 2027-09-30pendingMajor academic paper demonstrates state-of-the-art LLM at <1B parameters on a benchmark within 5 points of frontier
    How: ICLR/NeurIPS-tier paper or arXiv preprint demonstrates a model at <1B parameters reaching within 5 points of GPT-5/Gemini-3/Claude on at least one major benchmark (MMLU, HumanEval, GSM8K)
    Source: Microsoft Phi-4 series; Google Gemma 3; Mistral Small 2026; ongoing model-compression literatureconf 55%
  3. 2027-03-12pendingQ2 window check-in (50%)
  4. 2026-06-01 → 2027-12-31pendingMainstream non-transformer architecture (Mamba, RWKV, Hyena, RetNet) wins on ChatBot Arena top 20
    How: A model based on a fundamentally non-transformer architecture (state-space, recurrent, etc.) appears in ChatBot Arena top-20 leaderboard. Required precondition for 'post-transformer breakthrough' framing.
    Source: Mamba (Albert Gu/Tri Dao); Phi-4-mini-flash hybrid attention 2025-2026conf 45%
  5. 2026-09-01 → 2028-06-30pendingFrontier lab announces 'next-generation architecture' departure from transformer scaling
    How: OpenAI, Anthropic, Google DeepMind, Meta, or xAI publicly announces a new model framed as fundamentally post-transformer, with technical paper showing architectural change
    Source: AI scaling literature 2025-2026; LeCun JEPA / world-models thesisconf 40%
  6. 2026-09-01 → 2028-06-30pendingKolmogorov-complexity / compression-prize benchmark shows AI compressing knowledge below transformer-floor
    How: Hutter Prize-style enwik9 compression benchmark or equivalent shows AI-driven compression at <90% of best transformer, supporting 'all knowledge in megabytes' framing
    Source: Hutter Prize (enwik9 compression); information-theoretic AI boundsconf 30%
  7. 2027-08-17pendingQ3 window check-in (75%)
  8. 2027-06-01 → 2029-06-30pendingFirst production LLM ships at <100MB total size with utility comparable to GPT-3
    How: Public production model under 100MB (post-quantization) used in a shipping product, reaching GPT-3-class quality on standard benchmarks. Wissner-Gross specifically pointed to 'megabytes' scale.
    Source: Quantization research (GPTQ, AWQ, EETQ); on-device LLM trends Apple Intelligenceconf 50%
  9. 2028-06-01 → 2030-12-31pendingCascade: On-device AGI-class models ship with major OS
    How: Apple, Google Android, or Microsoft ships major OS update with frontier-capable AI model running fully on-device (no cloud)
    Source: Cascade from compression milestonesconf 35%

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: 35%)

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
LBP2026-05-10T02:00:02Z34.7%-1.4pp
Network propagation: 36.1% → 34.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.1%-2.8pp
Network propagation: 38.9% → 36.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z38.9%-2.1pp
Network propagation: 40.9% → 38.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z40.9%-4.1pp
Network propagation: 45.0% → 40.9%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.4500.050-0.157
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.063
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.450+0.055
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.450+0.043
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.450-0.037

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

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": "megabytes",
  "url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
  "mode": "BET",
  "role": "Host",
  "caveats": "bet",
  "context": "if I had to bet, I'd bet that it's some sort of radical post transformer advance where the models get even smaller and we took all of the internet and we compressed it down to single gigabytes or tens or hundreds of gigabytes, compresses down even further. There's some phase transition out there that's waiting to be discovered... will be something maybe even in the megabytes.",
  "verbatim": "if I had to bet, I'd bet that it's some sort of radical post transformer advance where the models get even smaller... will be something maybe even in the megabytes.",
  "conv_cues": "if I had to bet",
  "direction": "DOWN",
  "timeframe": "Future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": null,
      "expected_date": "2026-10-05",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Major academic paper demonstrates state-of-the-art LLM at <1B parameters on a benchmark within 5 points of frontier",
      "source": "Microsoft Phi-4 series; Google Gemma 3; Mistral Small 2026; ongoing model-compression literature",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "ICLR/NeurIPS-tier paper or arXiv preprint demonstrates a model at <1B parameters reaching within 5 points of GPT-5/Gemini-3/Claude on at least one major benchmark (MMLU, HumanEval, GSM8K)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2027-03-12",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Mainstream non-transformer architecture (Mamba, RWKV, Hyena, RetNet) wins on ChatBot Arena top 20",
      "source": "Mamba (Albert Gu/Tri Dao); Phi-4-mini-flash hybrid attention 2025-2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "A model based on a fundamentally non-transformer architecture (state-space, recurrent, etc.) appears in ChatBot Arena top-20 leaderboard. Required precondition for 'post-transformer breakthrough' framing."
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier lab announces 'next-generation architecture' departure from transformer scaling",
      "source": "AI scaling literature 2025-2026; LeCun JEPA / world-models thesis",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2027-08-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "OpenAI, Anthropic, Google DeepMind, Meta, or xAI publicly announces a new model framed as fundamentally post-transformer, with technical paper showing architectural change"
    },
    {
      "kind": "llm_pre_event",
      "label": "Kolmogorov-complexity / compression-prize benchmark shows AI compressing knowledge below transformer-floor",
      "source": "Hutter Prize (enwik9 compression); information-theoretic AI bounds",
      "status": "pending",
      "weight": 0.4,
      "ordina
... (truncated)