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239_029predictionAIAGI

Intelligence in solar system will be many orders of magnitude greater than on Earth

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
39.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2027-09-30
Edges in / out
3 / 0
Tickers exposed
33

Prediction text

Intelligence in solar system will be many orders of magnitude greater than on Earth | really the intelligence in the solar system will be many orders of magnitude greater than the intelligence on earth itself.

Verbatim quote

From episode "Elon Musk: The Economy Will Be 10x the Size in 10 Years | #239"
really the intelligence in the solar system will be many orders of magnitude greater than the intelligence on earth itself.

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 55%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 39.5%

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: 1 fired ✓ · 5 pending
  1. 2026-07-26pendingQ1 window check-in (25%)
  2. 2026-04-29hitHyperscalers + frontier labs commit >=$1T cumulative AI capex through 2026
    How: AWS + Microsoft + Google + Meta + xAI + OpenAI's collective publicly disclosed AI capex exceeds $1T cumulative through 2026
    Source: https://www.fool.com/investing/2026/04/29/4-stocks-primed-to-benefit-from-the-7-trillion-dat/; Big Tech 10-Ksconf 85%
    Notes: HIT - Cloud providers projected ~$700B in 2026 alone; compute-mass argument for solar-system intelligence growing fast.
  3. 2026-10-22pendingQ2 window check-in (50%)
  4. 2027-01-17pendingQ3 window check-in (75%)
  5. 2026-06-01 → 2027-09-30pendingCompute aggregate exceeds human-brain-equivalent FLOPS across deployed AI fleet
    How: Aggregate AI-deployed FLOPS (Epoch AI tracking) exceeds the often-cited 1e16 FLOPS x 8B humans = 8e25 brain-equivalent baseline
    Source: Epoch AI compute trackers; SemiAnalysis hyperscaler-deployed-FLOPSconf 55%
  6. 2026-06-01 → 2027-12-31pendingFirst permanent off-Earth compute installation (lunar / Starlink-attached) announced
    How: Public announcement of a permanent off-Earth AI compute deployment (lunar data center, orbital data center) with >=10 MW capacity
    Source: SpaceX, Starcloud, Lonestar Data Holdings press releasesconf 40%
    Notes: Cascade - Musk's 'solar system intelligence' literally requires off-Earth compute.
  7. 2026-09-01 → 2027-12-31pendingStarlink-attached compute / SpaceX 'Starcloud' commercial service goes live
    How: SpaceX or partner brings a commercial AI inference service running on orbital hardware to public customers
    Source: SpaceX press; Starcloud blog; FCC filingsconf 35%
  8. 2027-01-01 → 2027-09-30pendingAggregate AI inference operations exceed measurable human cognitive operations per day
    How: Estimated daily AI inference operations (token-equivalent) exceed estimated daily human cognitive operations (8B people x ~100 'thoughts/sec' upper bound), per Epoch AI / SemiAnalysis modelling
    Source: Epoch AI; SemiAnalysis Compute Censusconf 45%

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: 39%)

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
LBP2026-05-17T02:00:01Z39.5%-1.5pp
Network propagation: 41.0% → 39.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z41.0%-3.1pp
Network propagation: 44.1% → 41.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z44.1%-6.3pp
Network propagation: 50.4% → 44.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z50.4%-1.6pp
Network propagation: 52.0% → 50.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z52.0%-3.0pp
Network propagation: 55.0% → 52.0%
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%0.5500.050-0.195
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.105
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.080

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,
  "qty": "many orders of magnitude",
  "url": "https://www.youtube.com/watch?v=N5KCm_55xeQ",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "really the intelligence in the solar system will be many orders of magnitude greater than the intelligence on earth itself.",
  "verbatim": "really the intelligence in the solar system will be many orders of magnitude greater than the intelligence on earth itself.",
  "conv_cues": "really; will be",
  "direction": "UP",
  "timeframe": "future, unspecified",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-07-26",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Hyperscalers + frontier labs commit >=$1T cumulative AI capex through 2026",
      "notes": "HIT - Cloud providers projected ~$700B in 2026 alone; compute-mass argument for solar-system intelligence growing fast.",
      "source": "https://www.fool.com/investing/2026/04/29/4-stocks-primed-to-benefit-from-the-7-trillion-dat/; Big Tech 10-Ks",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.fool.com/investing/2026/04/29/4-stocks-primed-to-benefit-from-the-7-trillion-dat/",
      "expected_date": "2026-09-15",
      "observed_date": "2026-04-29",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "AWS + Microsoft + Google + Meta + xAI + OpenAI's collective publicly disclosed AI capex exceeds $1T cumulative through 2026"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-10-22",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2027-01-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Compute aggregate exceeds human-brain-equivalent FLOPS across deployed AI fleet",
      "source": "Epoch AI compute trackers; SemiAnalysis hyperscaler-deployed-FLOPS",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://epoch.ai/data",
      "expected_date": "2027-01-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Aggregate AI-deployed FLOPS (Epoch AI tracking) exceeds the often-cited 1e16 FLOPS x 8B humans = 8e25 brain-equivalent baseline"
    },
    {
      "kind": "llm_pre_event",
      "label": "First permanent off-Earth compute installation (lunar / Starlink-attached) announced",
      "notes": "Cascade - Musk's 'solar system intelligence' literally requires off-Earth compute.",
      "source": "SpaceX, Starcloud, Lonestar Data Holdings press releases",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Public announcement of a permanent off-Earth AI compute deployment (lunar data center, orbital data center) with >=10 MW capacity"
    },
    {
      "kind": "event",
      "label": "Intelligence in solar system will be many orders of magnitude greater than on Earth",
      "status": "pending",

... (truncated)