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242_019predictionAuto/TransportAI-timing

EVTOL autonomy will come within ~2 years after piloted version

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
50.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2028-10-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

EVTOL autonomy will come within ~2 years after piloted version | there'll be a couple year very short period of time, in my opinion, 2 years or so... should be very short window where people get to fly these

Verbatim quote

From episode "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242"
there'll be a couple year very short period of time, in my opinion, 2 years or so... should be very short window where people get to fly these

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 = 50.4%

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: 7 fired ✓ · 3 pending
  1. 2025-09-30hitJoby Superpilot logs >=7,000 autonomous flight hours in DoD Pacific exercise
    How: Joby Aviation discloses >=5,000 autonomous flight hours via Superpilot system on Cessna 208B or comparable platform, in DoD/military operational testing context
    Source: https://www.jobyaviation.com/news/national-aam-strategy/conf 90%
  2. 2026-03-15hitFAA selects 8 eVTOL pilot projects under Integration Pilot Program (IPP)
    How: FAA/DOT formally selects >=5 eVTOL pilot projects across US states under Integration Pilot Program with named participants and operational corridors
    Source: https://www.aerotime.aero/articles/faa-selects-eight-evtol-pilot-projectsconf 95%
  3. 2026-06-01 → 2026-12-31pendingJoby/Archer commercial piloted passenger service launches in major US metro
    How: Joby OR Archer launches commercial revenue-generating passenger eVTOL service in major US metro (NYC, LA, SF Bay Area, Miami) with paying passengers and FAA Part 135 ops cert
    Source: https://www.flyingmag.com/joby-passenger-air-taxi-service-2026/conf 70%
  4. 2026-10-01 → 2027-06-30pendingFirst commercial autonomous eVTOL cargo flight (Q4 2026 controlled corridor)
    How: Autonomous eVTOL cargo flight in commercial revenue-generating use, with no onboard pilot, in FAA-approved corridor between two cities
    Source: https://dronexl.co/2026/03/16/dot-faa-evtol-integration-pilot-program/conf 60%
  5. 2027-06-01 → 2028-06-02pendingFirst autonomous passenger eVTOL flight (no pilot on board) in commercial use
    How: FAA-approved Part 135 or 121 autonomous passenger eVTOL flight (no onboard pilot, paying passenger) in US commercial service
    Source: https://www.autonomyglobal.co/what-to-expect-in-2026-for-advanced-air-mobility/conf 45%
  6. 2028-06-01 → 2030-12-31pendingCascade: Autonomous eVTOL operations exceed piloted operations in any one US metro
    How: FAA traffic data shows >50% of monthly eVTOL flights in any single US metro area are operated autonomously (no onboard pilot)
    Source: https://www.fool.com/investing/2026/04/29/the-evtol-era-is-beginning-with-uber-and-joby-avia/conf 35%

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
LBP2026-05-10T02:00:02Z50.4%-1.3pp
Network propagation: 51.7% → 50.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.7%-1.9pp
Network propagation: 53.6% → 51.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.6%-2.6pp
Network propagation: 56.2% → 53.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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%0.6000.050-0.089
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.054
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.6000.050-0.049
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.046
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.041

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.030
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.016
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.011
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.009
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.005

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.575manifoldWill New Glenn 7x2 ever fly again?94%mentionspending2026-05-29
0.569polymarketValorant: QoR vs FlyQuest (BO3) - VCL North America: Stage 2 Playoffs0%mentionspending2026-04-29

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "2 years",
  "url": "https://www.youtube.com/watch?v=wMLcIWLlcWg",
  "mode": "PREDICTION",
  "role": "Host",
  "caveats": "FAA pace",
  "context": "2 years or so. Cuz in the Middle East, they're already doing the self-driving, self-flying version",
  "to_year": 2028,
  "verbatim": "there'll be a couple year very short period of time, in my opinion, 2 years or so... should be very short window where people get to fly these",
  "conv_cues": "in my opinion",
  "direction": "HAPPEN",
  "from_year": 2028,
  "timeframe": "~2 years",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Joby Superpilot logs >=7,000 autonomous flight hours in DoD Pacific exercise",
      "source": "https://www.jobyaviation.com/news/national-aam-strategy/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.9,
      "expected_date": "2025-09-30",
      "observed_date": "2025-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Joby Aviation discloses >=5,000 autonomous flight hours via Superpilot system on Cessna 208B or comparable platform, in DoD/military operational testing context"
    },
    {
      "kind": "llm_pre_event",
      "label": "FAA selects 8 eVTOL pilot projects under Integration Pilot Program (IPP)",
      "source": "https://www.aerotime.aero/articles/faa-selects-eight-evtol-pilot-projects",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "FAA/DOT formally selects >=5 eVTOL pilot projects across US states under Integration Pilot Program with named participants and operational corridors"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_012",
      "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": -7,
      "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": -6,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "235_002",
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Joby/Archer commercial piloted passenger service launches in major US metro",
      "source": "https://www.flyingmag.com/joby-passenger-air-taxi-service-2026/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Joby OR Archer launches comme
... (truncated)