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239_009predictionSpaceAGI

People will be on Mars within 10 years

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

Prior probability
55.0%
Current probability
30.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2036-01-01 – 2036-11-30
Edges in / out
48 / 1
Tickers exposed
31

Prediction text

People will be on Mars within 10 years | And we'll have people on Mars.

Verbatim quote

From episode "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239"
And we'll have people on Mars.

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: mars_uncrewed_landing_window

Linked via embedding similarity 0.573

Successful uncrewed payload delivery to Mars surface within named transfer window

Base rate
50.0%
9/18 historical
Inside weight
Outside weight
no pull
inside 30.9% → blend 30.9% 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

7 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-04-302026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 30.9%

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: 13 pending
  1. 2026-06-01 → 2028-12-31pendingSuccessful orbital propellant transfer (cryogenic refueling) demonstrated at scale
    How: SpaceX completes ship-to-ship cryogenic methane/LOX transfer in LEO with verified mass and handoff time, reported via FCC/FAA filings
    Source: Musk: refueling is gating tech for crewed Mars missionconf 60%
  2. 2027-09-01 → 2028-06-30pendingFirst uncrewed Starship landing on Mars during 2026/27 transfer window
    How: SpaceX confirms (and independent tracking — JPL DSN, NASA — verifies) successful soft-landing of Starship vehicle on Martian surface during 2026/27 launch window
    Source: Musk May 2025 Mars presentation — 50% odds 2026/27 windowconf 35%
  3. 2028-10-01 → 2029-12-31pending20+ Starship Mars missions launched in 2028/29 transfer window
    How: Aggregate FAA/Cape/Boca Chica launch logs confirm >=20 Starship vehicles on Mars trajectory during 2028/29 window
    Source: Musk 2025 schedule: ~20 launches in 2028/29 windowconf 30%
  4. 2029-09-01 → 2031-12-31pendingFirst Starship crewed Mars mission departs Earth (Musk-stated 2029-31 window)
    How: FAA-licensed crewed Starship launch with humans aboard targeting Mars; on-track trajectory confirmed by JPL DSN tracking
    Source: Musk: 'human landings as soon as 2029, 2031 more likely'conf 18%
  5. 2030-06-01 → 2034-12-31pendingFirst humans land alive on Martian surface
    How: SpaceX or independent verification (NASA, ESA tracking) confirms humans alive and operating on Mars surface for >=24 hours
    Source: Direct event anchor for prediction (Diamandis 'within 10 years')conf 15%
  6. 2035-06-01 → 2045-12-31pendingSelf-sustaining colony milestone — >=100 humans continuously on Mars
    How: SpaceX confirms continuous Martian human presence >=100 individuals for >=12 consecutive months (cascade beyond Diamandis 10-year claim)
    Source: Musk self-sustaining colony 2050 thesisconf 10%

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: 31%)

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
LBP2026-05-17T02:00:01Z30.9%-1.7pp
Network propagation: 32.6% → 30.9%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z32.6%-3.0pp
Network propagation: 35.6% → 32.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z35.6%-5.5pp
Network propagation: 41.1% → 35.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z41.1%-10.4pp
Network propagation: 51.5% → 41.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z51.5%+10.2pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.515 w_in=0.30 mars_uncrewed_landing_window
LBP2026-04-30T02:18:57Z41.3%-10.2pp
Network propagation: 51.5% → 41.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z51.5%-3.5pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.515 w_in=0.30 mars_uncrewed_landing_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%0.0500.550+0.191
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.550+0.181
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.166
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5500.050+0.127
prereq230_022
Elon plans to produce tens of millions of robots per year inElon Musk
30.7%0.5500.050-0.109

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_047
Mass drivers on the moon will shoot AI satellites into deep Elon Musk
30.0%0.5500.050-0.100

Ticker exposure

31 ticker(s) linked

Beneficiaries (19)

NNESOUNGTLBFLYNVDABBAIAILUNRIBMBABASHOPLMTMETAMSFTORCLAMZNTCEHYBAGOOGL

Adverse (7)

ACNCHGGCTSHFRSHIBMINFYPEGA

Prerequisites (48)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereq248_040Pausing AI will fail and only accelerate race dynamics.AI
prereq232_014Recursive self-improvement is already here, not 12 months away.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereqCMQ_001By 2026, AI will reach 'intern-level' capability — millions of virtual interns performing supervised, economically useful tasks.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq244_026Uber platform will grow from 10M to 20M people by 2035Labor/Jobs
prereq231_033Data centers in space will take 5-7 years at best, not 2-3.Space
prereq242_001Elon's Terafab will build 1 terawatt of AI compute per year, 50x current global productionAI
prereq240_035Meta secured 6.6 GW of clean nuclear power for 2035Energy
prereq234_024Financial systems between AI and blockchain will become self-auditing on a real-time basisLabor/Jobs
prereq239_016Tesla will not do layoffs and will increase headcountLabor/Jobs
prereq232_025Massive concurrent prosperity and social unrest ahead as AI wealth concentrates.Macro/Economy
prereq238_052$100 trillion companies within 5 years (3 years from now, per Diamandis interpretation of Musk)Markets/Stocks
prereq244_027Uber platform workers in 2035 may be doing different kinds of tasksLabor/Jobs
prereq239_018Universal High Income will be implementedMacro/Economy
prereq239_015Tesla output per employee will become very very highLabor/Jobs
prereq239_019Deflation will occur as goods/services output exceeds money supply growthMacro/Economy
prereq239_023AI and robotics are the only way to solve US budget deficit and avoid bankruptcyMacro/Economy
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI
prereq239_021Money will stop being relevant at some pointMacro/Economy
prereq230_027We are in an intelligence revolution — a war on scarce human attention — weapon is the token.AI
prereq230_038AI will be net super-humanizing long-term despite short-term substitution effects.AI
prereq232_032Crypto will become pervasive utility for AI; a ledger of truth is also needed.Crypto
prereq232_039150,000 people per day dying on Earth; AI is the best chance to stop that.Biotech/Longevity
prereq236_001Universal High Income and social unrest will both happen simultaneouslyMacro/Economy
prereq237_005Apple can flip being viewed as AI loser and win the AI consumer race by leveraging Mac devices for local AI.Markets/Stocks
prereq238_043A mouse will have a full brain uploaded in years, not decades; first human whole-brain emulation also years awayBiotech/Longevity
prereq238_060Universal basic AI (UBI for AI/compute) will be required — money must come from being human, not banksMacro/Economy
prereq239_028Intelligence harnessing up to 1 millionth of sun's energy possibleEnergy
prereq245_018Invasive species problem is currently measured at $5.4 trillion globallyMacro/Economy
prereq245_019US spends over $500B per year on invasive species economic impactMacro/Economy
prereq248_034Capital chasing AI stories is outpacing operating reality; narrative leverage warning.Markets/Stocks
prereq248_047Memory companies' stock prices will continue increasing despite algorithmic efficiency gains.Markets/Stocks
prereq232_048Earth will develop a visible halo/ring of AI satellites; could be visible at night and possibly day.Space
prereq232_037Bootstrapping lunar/cis-lunar satellite manufacturing facilities within a few years will relieve launch bottleneck.Space
prereq233_012AI will give kids superpowers and transform their childhood.AI
prereq240_030Tesla's independent chip production would derisk potential Chinese invasion of TaiwanGeopolitics
prereq232_059Universal basic equity / sovereign dividends will eventually put everyone on capital side of ledger.Macro/Economy
prereq230_022Elon plans to produce tens of millions of robots per year in just a few years.Robotics
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK15SpaceX Starship Catastrophic Failure
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (1)

Predictions enabled by this
TypePredTitleDomainLag
prereq232_047Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.Space

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=N5KCm_55xeQ",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "And we'll have people on Mars.",
  "to_year": 2036,
  "verbatim": "And we'll have people on Mars.",
  "conv_cues": "we'll have",
  "direction": "HAPPEN",
  "from_year": 2036,
  "timeframe": "by 2036",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: Mars uncrewed: 2026 transfer window",
      "status": "pending",
      "weight": 0.7,
      "ordinal": -13,
      "source_id": "S_MARS_2026",
      "expected_date": "2026-11-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Successful orbital propellant transfer (cryogenic refueling) demonstrated at scale",
      "source": "Musk: refueling is gating tech for crewed Mars mission",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -12,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://en.wikipedia.org/wiki/SpaceX_Mars_colonization_program",
      "expected_date": "2027-09-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "SpaceX completes ship-to-ship cryogenic methane/LOX transfer in LEO with verified mass and handoff time, reported via FCC/FAA filings"
    },
    {
      "kind": "llm_pre_event",
      "label": "First uncrewed Starship landing on Mars during 2026/27 transfer window",
      "source": "Musk May 2025 Mars presentation — 50% odds 2026/27 window",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.35,
      "source_url": "https://aerospaceamerica.aiaa.org/aiaa-spacex/",
      "expected_date": "2028-01-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2027-09-01"
      },
      "measurement_criterion": "SpaceX confirms (and independent tracking — JPL DSN, NASA — verifies) successful soft-landing of Starship vehicle on Martian surface during 2026/27 launch window"
    },
    {
      "kind": "prereq",
      "label": "Massive concurrent prosperity and social unrest ahead as AI wealth concentrates.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "232_025",
      "expected_date": "2028-06-19",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Crypto will become pervasive utility for AI; a ledger of truth is also needed.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "232_032",
      "expected_date": "2028-06-21",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "20+ Starship Mars missions launched in 2028/29 transfer window",
      "source": "Musk 2025 schedule: ~20 launches in 2028/29 window",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.3,
      "source_url": "https://spacexstock.com/mars-transfer-windows-investors-guide/",
      "expected_date": "2029-05-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2028-10-01"
      },
      "measurement_criterion": "Aggregate FAA/Cape/Boca Chica launch logs confirm >=20 Starship vehicles on Mars trajectory during 2028/29 window"
    },
    {
      "kind": "prereq",
      "label": "Elon plans to produce tens of millions of robots per year in just a few years.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "230_022",
      "expected_date": "2029-12-10",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First Starship crewed Mars mission departs Earth (Musk-stated 2029-31 window)",
      "source": "Musk: 'human landings as soon as 2029, 203
... (truncated)