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242_005predictionSpaceSpaceX

Starship launch cadence will reach one every 5.3 minutes (274/day)

Predictor: Peter Diamandis · ep#242 "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242" · source

Prior probability
60.0%
Current probability
49.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2031-11-30
Edges in / out
7 / 2
Tickers exposed
26

Prediction text

Starship launch cadence will reach one every 5.3 minutes (274/day) | in order for him to launch that much capacity, it's 274 launches per day on Starship. It's a launch every 5.3 minutes

Watch events: SpaceX IPO roadshow (Jun 2026); Starship V3 orbital test; Starlink V3 launch cadence

Verbatim quote

From episode "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242"
in order for him to launch that much capacity, it's 274 launches per day on Starship. It's a launch every 5.3 minutes

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.1%

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 ✓ · 9 pending
  1. 2026-05-01 → 2026-09-30pendingStarship V3 first orbital flight (Flight 12)
    How: SpaceX Starship V3 (>100 metric ton reusable payload capacity) achieves first successful orbital insertion — confirmed via SpaceX livestream, FAA flight log, and trajectory verification
    Source: llm_enrichedconf 65%
  2. 2027-06-01 → 2029-12-31pendingStarship reaches 1 launch per week sustained from any single pad
    How: Sustained 1+ launch per week (4+ launches in calendar month) from a single Starship pad — confirmed via FAA launch records and SpaceX flight log
    Source: llm_enrichedconf 50%
  3. 2027-01-01 → 2030-06-30pendingFAA or LC-39A approves >100 Starship launches per year licensure
    How: FAA Environmental Impact Statement or launch licensure permits >100 Starship launches per year from any single site — current Starbase approval is 44/year
    Source: llm_enrichedconf 45%
  4. 2028-01-01 → 2030-12-31pendingStarship V4 with hourly-launch ambition unveiled
    How: SpaceX publicly unveils Starship V4 with stated design specifications targeting sub-hourly turnaround — confirmed via SpaceX presentation, IAC talk, or company technical brief
    Source: llm_enrichedconf 55%
  5. 2028-01-01 → 2031-12-31pendingAggregate Starship launches exceed 100 in calendar year
    How: Total Starship launches across all pads in single calendar year exceed 100 — confirmed via wikipedia.org/List_of_Starship_launches and FAA records
    Source: llm_enrichedconf 40%
  6. 2030-08-12pendingSingle launch every 5.3 minutes (274/day) achieved
    How: Starship achieves sustained launch cadence of one every 5.3 minutes (~274 per day) across global pad network — primary measurement of prediction; would require ~150-200 active pads given turnaround time
    Source: llm_enrichedconf 5%

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: 49%)

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
LBP2026-05-10T02:00:02Z49.1%-1.1pp
Network propagation: 50.2% → 49.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.2%-2.7pp
Network propagation: 53.0% → 50.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.0%-2.4pp
Network propagation: 55.4% → 53.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.4%-4.6pp
Network propagation: 60.0% → 55.4%
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
prereqSEM_028
Main characters for semi institutional portfolios: Nvidia, BJoseph Moore
60.5%0.6000.050-0.103
prereqSEM_031
AI boom will cause severe cascading shortages in memory and Alex Wissner-Gross
67.1%0.6000.050-0.069
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.600+0.065
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.600+0.043
prereq246_001
SpaceX will IPO at $2 trillion valuation, raising $75 billioPeter Diamandis
78.6%0.6000.050-0.033

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_049
Dyson swarm of AI orbital data centers will be built by disaAlex Wissner-Gross
19.0%0.3000.050-0.018
prereq235_040
Earth-scale Dyson swarm in solar synchronous orbit will be bAlex Wissner-Gross
26.2%0.4500.050-0.015

Ticker exposure

26 ticker(s) linked

Beneficiaries (17)

MNTSASTSBKSYLUNRRKLBFLYPLGSATNNEIRDMKRMNAMZNBALHXLMTNOCRTX

Adverse (4)

VSATSESLUMNDISH

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq246_001SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.Markets/Stocks
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_024Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint).Semis/Markets
prereqSEM_031AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segments.Semis/Hardware
prereqSEM_028Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.Capital Markets
killerTK15SpaceX Starship Catastrophic Failure
killerTK06China-Taiwan Military Conflict

Dependents (2)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_040Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.Space
prereq232_049Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.Space

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.698manifoldBy when will two Starships launch within 24h?mentionspending2026-06-03
0.603polymarketWill 80 ships transit the Strait of Hormuz on any day by May 31?1%mentionspending2026-04-29
0.589polymarketStrait of Hormuz traffic returns to normal by June 15?1%mentionspending2026-05-25
0.588polymarketStrait of Hormuz traffic returns to normal by end of June?14%mentionspending2026-04-13
0.587polymarketStrait of Hormuz traffic returns to normal by end of April?0%mentionspending2026-03-09
0.586polymarketStrait of Hormuz traffic returns to normal by May 15?0%mentionspending2026-04-22
0.586polymarketStrait of Hormuz traffic returns to normal by end of May?0%mentionspending2026-03-31
0.585manifoldWhat will my custom Zetamac score (average of 5) be in a week?mentionspending2026-05-16
0.576manifoldWhat will my Zetamac score (average of 5) be in a week?mentionspending2026-05-11
0.575manifoldOn what days will I go to the bathroom more than 5 times a daymentionspending2026-05-18

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "274 launches/day",
  "url": "https://www.youtube.com/watch?v=wMLcIWLlcWg",
  "mode": "FORECAST",
  "role": "Host",
  "caveats": "Required to support mass-to-orbit target",
  "context": "274 launches per day on Starship. It's a launch every 5.3 minutes",
  "to_year": 2031,
  "verbatim": "in order for him to launch that much capacity, it's 274 launches per day on Starship. It's a launch every 5.3 minutes",
  "conv_cues": "he says",
  "direction": "NUMERIC_TARGET",
  "from_year": 2028,
  "timeframe": "within ~5 years",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "246_001",
      "expected_date": "2026-06-28",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Starship V3 first orbital flight (Flight 12)",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2026-07-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "SpaceX Starship V3 (>100 metric ton reusable payload capacity) achieves first successful orbital insertion — confirmed via SpaceX livestream, FAA flight log, and trajectory verification"
    },
    {
      "kind": "prereq",
      "label": "AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprise and consumer segme",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_031",
      "expected_date": "2026-08-05",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labs.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_028",
      "expected_date": "2026-08-10",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant constraint).",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_024",
      "expected_date": "2026-08-14",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Starship reaches 1 launch per week sustained from any single pad",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Sustained 1+ launch per week (4+ launches in calendar month) from a single Starship pad — confirmed via FAA launch records and SpaceX flight log"
    },
    {
      "kind": "llm_pre_event",
      "label": "FAA or LC-39A approves >100 Starship launches per year licensure",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2028-09-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-06-30",
... (truncated)