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240_042predictionMacro/Economyeconomy

Economy will be 10x larger in 10 years (Elon's number)

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

Prior probability
60.0%
Current probability
50.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2036-12-31
Edges in / out
6 / 5
Tickers exposed
31

Prediction text

Economy will be 10x larger in 10 years (Elon's number) | 10x uh economic growth in Elon's number 10x in 10 years.

Verbatim quote

From episode "NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse"
10x uh economic growth in Elon's number 10x in 10 years.

Resolution evidence

Status: pending

Same cluster. Absent AGI-driven productivity explosion, 10x GDP in 10y is ~5x historical max post-war growth rates. Base rate: <5% likelihood by conventional econ; higher if ASI arrives.

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

3 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.0%

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: 9 pending
  1. 2027-12-01pendingQ1 window check-in (25%)
  2. 2027-01-01 → 2029-12-31pendingGlobal AI capex exceeds $1 trillion annual
    How: Combined Big Tech (Microsoft, Google, Meta, Amazon, Oracle, Tesla, plus Chinese hyperscalers) annual AI infrastructure capex exceeds $1T; tracked via earnings reports and JPM/MS sector reports
    Source: Hyperscaler capex run-rate (~$400B in 2025)conf 70%
  3. 2027-06-30 → 2029-12-31pendingAI-driven productivity boost shows up in cross-country TFP statistics
    How: BEA, OECD, or Conference Board reports total factor productivity (TFP) growth exceeding 2% annualized in advanced economies, sustained for >=4 quarters, attributed primarily to AI by economic studies
    Source: Goldman Sachs: 'AI may start to boost US GDP in 2027'conf 60%
  4. 2028-12-31pendingScenario fires: NBER recession declared 2028
  5. 2029-10-30pendingQ2 window check-in (50%)
  6. 2028-01-01 → 2031-12-31pendingWorld GDP growth rate sustains >=4% annualized for 3+ consecutive years
    How: IMF World Economic Outlook prints global GDP growth above 4% for 3+ consecutive years (vs. ~3% baseline), explicitly citing AI/automation contribution
    Source: IMF WEO baselinesconf 30%
  7. 2031-09-29pendingQ3 window check-in (75%)
  8. 2030-06-30 → 2033-12-31pendingPer-capita global GDP doubles relative to 2025 baseline
    How: World Bank/IMF report global per-capita GDP doubles from ~$13,500 (2025) to ~$27,000 (constant USD); verified by national accounts revisions
    Source: World Bank historical PCGDPconf 10%
  9. 2031-01-01 → 2033-12-31pending10x GDP language enters mainstream economic forecasting (IMF, OECD, BIS) baseline scenarios
    How: At least 2 of (IMF WEO, OECD Economic Outlook, BIS Annual) include high-side scenarios with global GDP growth >=8% annualized through 2033 attributed to AI
    Source: Goldman/PwC long-horizon AI scenariosconf 20%

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: 50%)

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
LBP2026-05-03T02:00:01Z50.0%-1.5pp
Network propagation: 51.6% → 50.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z51.6%-2.9pp
Network propagation: 54.5% → 51.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z54.5%-5.5pp
Network propagation: 60.0% → 54.5%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.065
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.600-0.038
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.600+0.034
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.600-0.010
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.600+0.001

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_003
Global economy will grow 10x in 10 years (cited from Elon MuElon Musk
37.3%0.5500.050-0.077
prereq248_009
Elon Musk's economy will grow 10x in about 10 years.Elon Musk
37.3%0.5500.050-0.077
prereq230_035
GDP will 2x or 3x year-over-year in early 2030s if everythinAlex Wissner-Gross
32.0%0.4500.050-0.073
prereq239_027
Diamandis cites Musk: triple-digit GDP growth in 5+ yearsElon Musk
34.0%0.5000.050-0.068
prereq239_001
Global economy will be 10x its current size in 10 yearsElon Musk
37.7%0.6000.050-0.056

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_RECESSION_2028NBER recession declared 2028macro_recession
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq239_001Global economy will be 10x its current size in 10 yearsMacro/Economy
prereq246_003Global economy will grow 10x in 10 years (cited from Elon Musk).Macro/Economy
prereq248_009Elon Musk's economy will grow 10x in about 10 years.Macro/Economy
prereq239_027Diamandis cites Musk: triple-digit GDP growth in 5+ yearsMacro/Economy
prereq230_035GDP will 2x or 3x year-over-year in early 2030s if everything goes well.Macro/Economy

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2027-03-31[Capital Markets 2027-03] [240_042] Economy will be 10x larger in 10 years (Elon's number) [SEM_030] S&P 500 year-end level; operating margin expansion vs consensus; productivity data [230_034] Abundance will be achieved by 2035.pending

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.647gdelt20260429001332mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10x",
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "context": "10x uh economic growth in Elon's number 10x in 10 years. Where's it all going to go?",
  "to_year": 2036,
  "cited_by": "Dave Blundin",
  "verbatim": "10x uh economic growth in Elon's number 10x in 10 years.",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "10 years",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -9,
      "source_id": null,
      "expected_date": "2027-12-01",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Global AI capex exceeds $1 trillion annual",
      "source": "Hyperscaler capex run-rate (~$400B in 2025)",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2028-07-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Combined Big Tech (Microsoft, Google, Meta, Amazon, Oracle, Tesla, plus Chinese hyperscalers) annual AI infrastructure capex exceeds $1T; tracked via earnings reports and JPM/MS sector reports"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI-driven productivity boost shows up in cross-country TFP statistics",
      "source": "Goldman Sachs: 'AI may start to boost US GDP in 2027'",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://www.goldmansachs.com/insights/articles/ai-may-start-to-boost-us-gdp-in-2027",
      "expected_date": "2028-09-29",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-30"
      },
      "measurement_criterion": "BEA, OECD, or Conference Board reports total factor productivity (TFP) growth exceeding 2% annualized in advanced economies, sustained for >=4 quarters, attributed primarily to AI by economic studies"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: NBER recession declared 2028",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": "S_RECESSION_2028",
      "expected_date": "2028-12-31",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2029-10-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "World GDP growth rate sustains >=4% annualized for 3+ consecutive years",
      "source": "IMF WEO baselines",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.3,
      "expected_date": "2029-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2031-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "IMF World Economic Outlook prints global GDP growth above 4% for 3+ consecutive years (vs. ~3% baseline), explicitly citing AI/automation contribution"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2031-09-29",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Per-capita global GDP doubles relative to 2025 baseline",
      "source": "World Bank historical PCGDP",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.1,
      "expected_date": "2032-03-3
... (truncated)