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240_015predictionAIAI-timing

Post-transformer architectures will make a 1000x cost reduction look like child's play

Predictor: Alex Wissner-Gross · ep#240 "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse" · source

Prior probability
50.0%
Current probability
42.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
36

Prediction text

Post-transformer architectures will make a 1000x cost reduction look like child's play | We're going to see post transformer architectures that make a thousandx reduction in cost look like child's play.

Verbatim quote

From episode "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse"
We're going to see post transformer architectures that make a thousandx reduction in cost look like child's play.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.3%

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: 8 fired ✓
  1. 2025-11-30hitIBM Granite 4.0 hybrid Mamba-2 ships to enterprise with >70% RAM reduction
    How: IBM publicly releases Granite 4.0 hybrid Mamba/Transformer with documented >70% RAM reduction for long-context
    Source: https://www.infoq.com/news/2025/11/ibm-granite-mamba2-enterprise/conf 95%
    Notes: HIT — Granite 4 with hybrid arch released Nov 2025.
  2. 2026-02-15hitDeepSeek V4 1T-param model claims 10-40x cost reduction vs Western peers
    How: DeepSeek V4 release with documented benchmarks showing >10x cost-per-token reduction vs comparable Western frontier model
    Source: https://introl.com/blog/deepseek-v4-trillion-parameter-coding-model-february-2026conf 90%
  3. 2026-05-31hitMamba-3 published at ICLR 2026 with sub-Transformer latency at 1.5B scale
    How: Mamba-3 paper accepted at ICLR 2026 demonstrating beat-Transformer latency at scale
    Source: https://openreview.net/pdf?id=HwCvaJOiCjconf 95%
    Notes: HIT — Mamba-3 SISO beats Mamba-2/Llama-3.2 on prefill+decode latency.
  4. 2026-06-01 → 2027-06-30pendingHybrid attention-SSM becomes default architecture in major frontier model
    How: OpenAI, Anthropic, Google, or Meta releases frontier-class model using hybrid Mamba/SSM as primary architecture
    Source: https://www.askaibrain.com/en/posts/end-of-transformers-hybrids-attention-state-space-2025conf 45%
  5. 2026-06-01 → 2027-12-31pendingFrontier post-Transformer architecture demonstrates 1000x+ inference cost reduction at frontier scale
    How: Major lab publishes benchmark showing post-Transformer model achieves >1,000x cost reduction at GPT-4-class capability
    Source: https://venturebeat.com/technology/open-source-mamba-3-arrives-to-surpass-transformer-architecture-with-nearlyconf 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: 42%)

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
LBP2026-05-10T02:00:02Z42.3%-1.0pp
Network propagation: 43.3% → 42.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z43.3%-1.5pp
Network propagation: 44.8% → 43.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.074
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.045
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.032
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.030

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.067
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.059
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.056
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.051
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.034

Ticker exposure

36 ticker(s) linked

Beneficiaries (23)

APLDNVDAARMBBAITSMCEVAAISOUNCRWVSITMGTLBGOOGLMETAMRVLMSFTORCLIBMAMZNAVGOBABAAMDSFTBYQCOM

Adverse (6)

ACNCHGGCTSHIBMINFYWNS

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.640github_releasehuggingface/transformers v5.0.0rc0mentionspending2025-12-01
0.636github_releasehuggingface/transformers v5.0.0mentionspending2026-01-26
0.603github_releasepytorch/pytorch v2.0.0mentionspending2023-03-15

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": ">1000x",
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "We're going to see post transformer architectures that make a thousandx reduction in cost look like child's play.",
  "to_year": 2026,
  "verbatim": "We're going to see post transformer architectures that make a thousandx reduction in cost look like child's play.",
  "conv_cues": "going to see",
  "direction": "DOWN",
  "from_year": 2026,
  "timeframe": "Future (near-term)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "IBM Granite 4.0 hybrid Mamba-2 ships to enterprise with >70% RAM reduction",
      "notes": "HIT — Granite 4 with hybrid arch released Nov 2025.",
      "source": "https://www.infoq.com/news/2025/11/ibm-granite-mamba2-enterprise/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
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      "confidence": 0.95,
      "source_url": "https://www.infoq.com/news/2025/11/ibm-granite-mamba2-enterprise/",
      "expected_date": "2025-11-30",
      "observed_date": "2025-11-30",
      "research_origin": "deep_research",
      "measurement_criterion": "IBM publicly releases Granite 4.0 hybrid Mamba/Transformer with documented >70% RAM reduction for long-context"
    },
    {
      "kind": "llm_pre_event",
      "label": "DeepSeek V4 1T-param model claims 10-40x cost reduction vs Western peers",
      "source": "https://introl.com/blog/deepseek-v4-trillion-parameter-coding-model-february-2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://introl.com/blog/deepseek-v4-trillion-parameter-coding-model-february-2026",
      "expected_date": "2026-02-28",
      "observed_date": "2026-02-15",
      "research_origin": "deep_research",
      "measurement_criterion": "DeepSeek V4 release with documented benchmarks showing >10x cost-per-token reduction vs comparable Western frontier model"
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      "kind": "prereq",
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      "status": "hit",
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      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Mamba-3 published at ICLR 2026 with sub-Transformer latency at 1.5B scale",
      "notes": "HIT — Mamba-3 SISO beats Mamba-2/Llama-3.2 on prefill+decode latency.",
      "source": "https://openreview.net/pdf?id=HwCvaJOiCj",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confiden
... (truncated)