← Cockpit
239_003predictionAIAGI

We are currently in AI hard takeoff

Predictor: Elon Musk · ep#239 "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239" · source

Prior probability
60.0%
Current probability
47.4%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-09-30
Edges in / out
7 / 10
Tickers exposed
21

Prediction text

We are currently in AI hard takeoff | We're in the hard takeoff. Right now. | Capability benchmark releases Q2-Q4 2026

Key catalyst: Capability benchmark releases Q2-Q4 2026

Verbatim quote

From episode "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239"
We're in the hard takeoff. Right now.

Resolution evidence

Status: pending

Musk 'hard takeoff now' — consistent with SF consensus. Debated but majority of AI insiders agree with framing as of April 2026.

Predictor: Elon Musk

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0142
excellent
Hits / Misses
1 / 0
of 3 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Elon Musk 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

6 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-092026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 47.4%

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: 2 fired ✓ · 2 overdue ⏱ · 3 pending
  1. 2026-03-02overdueQ1 window check-in (25%)
  2. 2026-03-15hitMusk publicly affirms hard takeoff thesis at Abundance Summit 2026
    How: Verbatim 'we're in the hard takeoff right now' statement captured at public Musk appearance
    Source: TeamDay.ai — Elon Musk: We're in the Hard Takeoff Right Now (Abundance Summit 2026)conf 99%
  3. 2026-05-01overdueQ2 window check-in (50%)
  4. 2026-06-30pendingQ3 window check-in (75%)
  5. 2026-04-01 → 2026-09-30pendingFrontier-lab leader publicly endorses recursive self-improvement timeline by mid-2026
    How: CEO or chief scientist of OpenAI, Anthropic, DeepMind, or Meta AI publicly states recursive self-improvement is currently underway or imminent within 12 months
    Source: Capital AI Daily: Musk Says AI Hard Takeoff Is Happening Nowconf 65%
  6. 2026-04-01 → 2026-12-31pendingPer-week breakthrough cadence visible in independent metrics
    How: Epoch AI or comparable tracker reports >=1 new SOTA result per week on average across major benchmarks for 8+ consecutive weeks
    Source: Composite — Musk's verbatim 'I go to sleep, breakthroughs while I sleep' framingconf 50%
  7. 2026-06-01 → 2027-06-30pendingFirst publicly disclosed AI system that materially designs its successor model architecture
    How: A frontier lab publishes a paper, model card, or blog post stating a deployed AI system contributed >=30% of architecture or training-method innovations for a successor model
    Source: MEXC News — Musk on AI self-evolutionary cycleconf 55%
  8. 2026-09-01 → 2027-06-30pendingHard-takeoff thesis enters mainstream macro discourse
    How: At least one G7 central bank or IMF/BIS publication explicitly references recursive self-improvement or hard takeoff as a near-term macro risk
    Source: Composite cascadeconf 40%

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: 47%)

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
LBP2026-05-17T02:00:01Z47.4%+1.8pp
Network propagation: 45.6% → 47.4%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z45.6%+3.6pp
Network propagation: 42.1% → 45.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
metadata_milestone_miss_sweep2026-05-09T22:14:10Z42.1%-6.4pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.421 blend=0.421 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.5260054722949432,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Elon Musk",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.05995931787960402,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4850146597688986,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6429,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2606735180027389,
      "expected_date": "2026-05-01",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6317961693935397,
  "outside_weight": 0.36820383060646034,
  "posterior_prob": 0.4205215286441216,
  "posterior_logit": -0.3206328358823429,
  "predictor_brier": 0.01,
  "inside_posterior": 0.4205215286441216,
  "blended_posterior": 0.4205215286441216,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}
metadata_milestone_miss_sweep2026-05-02T22:07:21Z48.5%-6.5pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.485 blend=0.485 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.5517581791161151,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Elon Musk",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.20071420012313482,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5500107673801702,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6429,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2606735180027389,
      "expected_date": "2026-03-02",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6137692746187193,
  "outside_weight": 0.38623072538128067,
  "posterior_prob": 0.4850146597688986,
  "posterior_logit": -0.059959317879604096,
  "predictor_brier": 0.01,
  "inside_posterior": 0.4850146597688986,
  "blended_posterior": 0.4850146597688986,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}
LBP2026-04-30T16:39:51Z55.0%-1.7pp
Network propagation: 56.7% → 55.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.7%-3.3pp
Network propagation: 60.0% → 56.7%
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%0.0500.600+0.071
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.043
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.6000.050+0.001

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq247_015
Government will print UBI checks in next 2-5 years due to AIPeter Diamandis
46.1%0.6000.050-0.146
prereq236_045
Government path to UBI vanishingly unlikely, but possible ouAndrew Yang
40.6%0.5000.050-0.139
prereq235_024
In 2-3 years, AI will drive energy overabundance enabling frAlex Wissner-Gross
31.4%0.4500.050-0.071
prereq238_058
Abundance X-Prize to deliver housing, food, energy, connectiSalim Ismail
33.0%0.5000.050-0.062
prereq239_001
Global economy will be 10x its current size in 10 yearsElon Musk
37.7%0.6000.050-0.062

Ticker exposure

21 ticker(s) linked

Beneficiaries (14)

SOUNNVDAGTLBAIBBAITCEHYAMZNBABAGOOGLIBMMETAMSFTORCLSHOP

Adverse (7)

ACNCTSHFRSHCHGGIBMINFYPEGA

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
correlateS_ASI_SLOW_2040PLUSASI slow: post-2040 / soft takeoffasi_recursive_self_improvement
correlateS_HUMANOID_ENTERPRISE_2028Humanoid R2: 100K+ enterprise by Nov 2028humanoid_deployment
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
correlateS_AI_PAUSE_2028AI pause beginning 2028ai_regulatory_pause
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (10)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq247_015Government will print UBI checks in next 2-5 years due to AI turbulenceMacro/Economy
prereq239_001Global economy will be 10x its current size in 10 yearsMacro/Economy
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
prereq236_045Government path to UBI vanishingly unlikely, but possible outsized asymmetry in 2028Geopolitics
prereq232_040Nick Bostrom: AI can and should be paused but only once we're on the verge of super intelligence.AI
prereq238_058Abundance X-Prize to deliver housing, food, energy, connectivity for $250/month in 6-7 yearsMacro/Economy
prereq235_024In 2-3 years, AI will drive energy overabundance enabling free electricity to nearby communities.Energy
prereqCMQ_003By 2030, AI models will surpass peak human expert levels across virtually all cognitive domains — onset of true superintelligence.AI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.694gdeltmeta earnings layoffs ai efficiency infrastructure push 2026 4mentionspending2026-04-30
0.667manifoldWho will have the highest sharpe ratio by June 20th 8 PM CEST [ADD ANSWERS] (2026)mentionspending2026-06-01
0.644github_releasefacebookresearch/neuroai v0.2.0mentionspending2026-05-06
0.632github_releasefacebookresearch/projectaria_tools 1.4.0mentionspending2024-02-28
0.631github_releasefacebookresearch/neuroai v0.2.1mentionspending2026-05-14
0.626github_releasegoogle-deepmind/alphafold v2.3.2mentionspending2023-04-05
0.622manifoldWill Ineffable Intelligence release a paper or model before SSI?59%mentionspending2026-04-28
0.619github_releasepytorch/pytorch v2.6.0mentionspending2025-01-29
0.619github_releaseopenai/openai-python v2.39.0mentionspending2026-06-01
0.616github_releaseopenai/openai-python v2.19.0mentionspending2026-02-10

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=N5KCm_55xeQ",
  "mode": "THESIS",
  "role": "Guest-CEO",
  "context": "And do you see a hard takeoff at that point? >> We're in the hard takeoff. >> Okay. >> Right now.",
  "to_year": 2026,
  "verbatim": "We're in the hard takeoff. Right now.",
  "conv_cues": "right now; direct assertion",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "already happening as of March 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": null,
      "expected_date": "2026-03-02",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "Musk publicly affirms hard takeoff thesis at Abundance Summit 2026",
      "source": "TeamDay.ai — Elon Musk: We're in the Hard Takeoff Right Now (Abundance Summit 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.teamday.ai/ai/elon-musk-hard-takeoff-abundance-summit-2026",
      "expected_date": "2026-03-20",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Verbatim 'we're in the hard takeoff right now' statement captured at public Musk appearance"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-05-01",
      "observed_date": null,
      "miss_emitted_at": "2026-05-09T22:14:10.596691+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2026-06-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier-lab leader publicly endorses recursive self-improvement timeline by mid-2026",
      "source": "Capital AI Daily: Musk Says AI Hard Takeoff Is Happening Now",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.capitalaidaily.com/elon-musk-says-ai-hard-takeoff-is-happening-now-predicts-economy-will-grow-10x-in-10-years/",
      "expected_date": "2026-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "CEO or chief scientist of OpenAI, Anthropic, DeepMind, or Meta AI publicly states recursive self-improvement is currently underway or imminent within 12 months"
    },
    {
      "kind": "llm_pre_event",
      "label": "Per-week breakthrough cadence visible in independent metrics",
      "source": "Composite — Musk's verbatim 'I go to sleep, breakthroughs while I sleep' framing",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2026-08-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Epoch AI or comparable tracker reports >=1 new SOTA result per week on average across major benchmarks for 8+ consecutive weeks"
    }
... (truncated)