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239_010predictionSpaceAGI

Mass driver on the moon within 10 years

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

Prior probability
50.0%
Current probability
36.7%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2036-01-01 – 2036-11-30
Edges in / out
9 / 1
Tickers exposed
31

Prediction text

Mass driver on the moon within 10 years | In 10 years, I think I think we'll have a mass driver on the moon in 10 years.

Watch events: Starcloud Blackwell satellite (Oct 2026); Google Project Suncatcher demo satellite; FCC DC filings

Verbatim quote

From episode "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239"
In 10 years, I think I think we'll have a mass driver on the moon in 10 years.

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 50%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 36.7%

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: 6 fired ✓ · 5 pending
  1. 2026-02-08hitSpaceX shifts focus to lunar operations (Feb 2026 announcement)
    How: Musk public statement / SpaceX press release confirms primary focus shift to Moon
    Source: deep_research_enrichedconf 95%
  2. 2026-04-11hitArtemis II circumlunar mission completed (April 2026)
    How: NASA confirms successful crewed Artemis II circumlunar flight
    Source: deep_research_enrichedconf 95%
  3. 2027-06-01 → 2029-12-31pendingFirst crewed lunar surface landing (Artemis III or competitor)
    How: NASA Artemis III or commercial mission delivers crew to lunar surface
    Source: deep_research_enrichedconf 55%
  4. 2030-01-01 → 2033-12-31pendingFirst sustained lunar surface infrastructure (>=2 weeks continuous human presence)
    How: NASA or international partner mission maintains continuous crewed lunar surface activity >=2 weeks
    Source: llm_enrichedconf 45%
  5. 2030-01-01 → 2034-12-31pendingFirst electromagnetic mass-driver / launch system test on Earth at full lunar-equivalent geometry
    How: DARPA, ESA, or commercial firm demonstrates electromagnetic launcher capable of >=2.4 km/s with payload >100kg in vacuum
    Source: llm_enrichedconf 40%
  6. 2036-11-30pendingFirst operational mass driver delivered or assembled on lunar surface
    How: NASA / SpaceX / commercial mission confirms operational mass-driver hardware emplaced on lunar surface conducting test launches
    Source: llm_enrichedconf 15%

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: 37%)

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
LBP2026-05-17T02:00:01Z36.7%-1.0pp
Network propagation: 37.7% → 36.7%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z37.7%-1.6pp
Network propagation: 39.3% → 37.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z39.3%-2.3pp
Network propagation: 41.6% → 39.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z41.6%-3.1pp
Network propagation: 44.8% → 41.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z44.8%-5.2pp
Network propagation: 50.0% → 44.8%
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
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.5000.050-0.159
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.5000.050-0.145
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.088
prereqCMQ_001
By 2026, AI will reach 'intern-level' capability — millions Sam Altman
44.8%0.5000.050-0.088
prereq248_040
Pausing AI will fail and only accelerate race dynamics.Alex Wissner-Gross
53.0%0.5000.050-0.082

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%0.5500.050-0.070

Ticker exposure

31 ticker(s) linked

Beneficiaries (19)

NNESOUNGTLBFLYNVDABBAIAILUNRIBMBABASHOPLMTMETAMSFTORCLAMZNTCEHYBAGOOGL

Adverse (7)

ACNCHGGCTSHFRSHIBMINFYPEGA

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
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_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
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
killerTK01AGI Capability Plateau (2026-27 Training Stall)
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": "In 10 years, I think I think we'll have a mass driver on the moon in 10 years.",
  "to_year": 2036,
  "verbatim": "In 10 years, I think I think we'll have a mass driver on the moon in 10 years.",
  "conv_cues": "I think",
  "direction": "HAPPEN",
  "from_year": 2036,
  "timeframe": "by 2036",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "SpaceX shifts focus to lunar operations (Feb 2026 announcement)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -11,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.basenor.com/blogs/news/elon-musks-lunar-vision-orbital-space-centers-and-mass-drivers",
      "expected_date": "2026-02-08",
      "observed_date": "2026-02-08",
      "research_origin": "deep_research",
      "measurement_criterion": "Musk public statement / SpaceX press release confirms primary focus shift to Moon"
    },
    {
      "kind": "llm_pre_event",
      "label": "Artemis II circumlunar mission completed (April 2026)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://en.wikipedia.org/wiki/Artemis_II",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-11",
      "research_origin": "deep_research",
      "measurement_criterion": "NASA confirms successful crewed Artemis II circumlunar flight"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "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": -8,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Pausing AI will fail and only accelerate race dynamics.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "248_040",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already here, not 12 months away.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "232_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "By 2026, AI will reach 'intern-level' capability — millions of virtual interns performing supervised, economically useful tasks.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "CMQ_001",
      "expected_date": "2026-06-26",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First crewed lunar surface landing (Artemis III or competitor)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.nasa.gov/mission/artemis-iii/",
      "expected_date": "2028-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "NASA Artemis III or commercial mission delivers crew to lunar surface"
    },
    {
      "kind": "llm_pre_event",
      "label": "First sustained lunar surface infrastructure (>=2 weeks continuous human presence)",
      "source": "llm_enriched",

... (truncated)