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239_007predictionAIAGI

Humans will become microscopic minority of intelligence on Earth and in solar system

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
43.2%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2027-09-30
Edges in / out
3 / 0
Tickers exposed
33

Prediction text

Humans will become microscopic minority of intelligence on Earth and in solar system | We're likely in the very short time to become a minority than a vast minority than a microscopic minority of intelligence on this planet. Um >> yes, not even on this planet but in the solar system.

Verbatim quote

From episode "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239"
We're likely in the very short time to become a minority than a vast minority than a microscopic minority of intelligence on this planet. Um >> yes, not even on this planet but in the solar system.

Resolution evidence

Status: pending

Humans microscopic minority of intelligence — unfalsifiable in 5y.

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

5 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 43.2%

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 ✓ · 6 pending
  1. 2024-12-23hitMusk states AI superset of single human intelligence by end-2025, all humans by 2027/2028
    How: Elon Musk publicly states (e.g. via X) AI will exceed any single human's intelligence by end-2025, all humans by 2027/2028, ~100% by 2030
    Source: https://x.com/elonmusk/status/1871083864111919134 — Elon Musk X post on AI surpassing humanityconf 99%
  2. 2026-01-15hitMusk reaffirms AGI 2026-2027, superintelligence ~2030 timeline
    How: Musk reiterates his AGI 2026-2027 + superintelligence ~2030 forecast in major podcast/interview
    Source: https://www.nextbigfuture.com/2026/01/elon-musk-expects-true-agi-in-2026-2027-and-superintelligence-about-2030.html — NextBigFuture coverageconf 95%
  3. 2026-08-09pendingQ1 window check-in (25%)
  4. 2026-11-19pendingQ2 window check-in (50%)
  5. 2026-06-01 → 2027-09-30pendingFrontier AI exceeds aggregate human performance on broad benchmark suite
    How: Frontier model (GPT-5.x, Claude 5, Gemini 3) exceeds aggregate human performance on MMLU-Pro+GPQA+SWE-Bench+HLE composite, per Stanford AI Index
    Source: https://spectrum.ieee.org/state-of-ai-index-2026 — Stanford AI Index 2026conf 55%
  6. 2026-06-01 → 2027-09-30pendingAI-driven compute consumption reaches >1% of global electricity
    How: IEA/EIA/Stanford report finds AI training+inference exceeds 1% of global electricity consumption — meaningful step toward Musk's 'AI uses millionfold more energy than civilization' framing
    Source: IEA Electricity 2026 report; Stanford AI Index energy chapterconf 55%
  7. 2027-02-28pendingQ3 window check-in (75%)
  8. 2027-01-01 → 2027-09-30pendingIndependent forecaster declares humans 'minority of intelligence' framing accepted
    How: Major independent forecaster (Epoch AI, AI Impacts) publishes estimate that aggregate AI cognitive output exceeds aggregate human cognitive output by ≥10x, validating Musk's 'minority' framing
    Source: Epoch AI / AI Impacts forecasting publicationsconf 30%
    Notes: Highly speculative — depends on definitional consensus around 'cognitive output' which currently does not exist.

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 43%)

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
LBP2026-05-17T02:00:01Z43.2%-1.7pp
Network propagation: 44.8% → 43.2%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z44.8%-3.4pp
Network propagation: 48.3% → 44.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z48.3%-6.7pp
Network propagation: 55.0% → 48.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
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
prereqS_AGI_FAST_2027
AGI fast: drop-in remote worker by 2027-09
30.0%0.6000.050-0.217
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.113
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.086

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

NVDANXTSOUNSTEMEOSEFLNCFSLRGTLBGWHBBAIAINRGTCEHYGOOGLORCLAMZNSHOPMETAMSFTTSLAIBMNEEBABA

Adverse (7)

ACNCHGGCTSHFRSHIBMINFYPEGA

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_AGI_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_general_capability
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=N5KCm_55xeQ",
  "mode": "PROPHECY",
  "role": "Guest-CEO",
  "context": "We're likely in the very short time to become a minority than a vast minority than a microscopic minority of intelligence on this planet... not even on this planet but in the solar system.",
  "verbatim": "We're likely in the very short time to become a minority than a vast minority than a microscopic minority of intelligence on this planet. Um >> yes, not even on this planet but in the solar system.",
  "conv_cues": "for sure; Yes",
  "direction": "HAPPEN",
  "timeframe": "very short time (near future)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Musk states AI superset of single human intelligence by end-2025, all humans by 2027/2028",
      "source": "https://x.com/elonmusk/status/1871083864111919134 — Elon Musk X post on AI surpassing humanity",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://x.com/elonmusk/status/1871083864111919134",
      "expected_date": "2024-12-25",
      "observed_date": "2024-12-23",
      "research_origin": "deep_research",
      "measurement_criterion": "Elon Musk publicly states (e.g. via X) AI will exceed any single human's intelligence by end-2025, all humans by 2027/2028, ~100% by 2030"
    },
    {
      "kind": "llm_pre_event",
      "label": "Musk reaffirms AGI 2026-2027, superintelligence ~2030 timeline",
      "source": "https://www.nextbigfuture.com/2026/01/elon-musk-expects-true-agi-in-2026-2027-and-superintelligence-about-2030.html — NextBigFuture coverage",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.nextbigfuture.com/2026/01/elon-musk-expects-true-agi-in-2026-2027-and-superintelligence-about-2030.html",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Musk reiterates his AGI 2026-2027 + superintelligence ~2030 forecast in major podcast/interview"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-08-09",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-11-19",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier AI exceeds aggregate human performance on broad benchmark suite",
      "source": "https://spectrum.ieee.org/state-of-ai-index-2026 — Stanford AI Index 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://spectrum.ieee.org/state-of-ai-index-2026",
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Frontier model (GPT-5.x, Claude 5, Gemini 3) exceeds aggregate human performance on MMLU-Pro+GPQA+SWE-Bench+HLE composite, per Stanford AI Index"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI-driven compute consumption reaches >1% of global electricity",
      "source": "IEA Electricity 2026 report; Stanford AI Index energy chapter",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-01-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measureme
... (truncated)