← Cockpit
242_023predictionMacro/EconomyAI-scaling

World will have 10x more wealth around 2034-2036

Predictor: Dave Blundin · 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
34.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2034-01-01 – 2036-12-31
Edges in / out
93 / 5
Tickers exposed
37

Prediction text

World will have 10x more wealth around 2034-2036 | Imagine a world where there's 10x more wealth about 2034, 2036

Verbatim quote

From episode "Elon Enters the Chip Race, the S&P 500 Repricing, and Human Drivers Will Become Illegal | EP #242"
Imagine a world where there's 10x more wealth about 2034, 2036

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 60%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.2%

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 ✓ · 10 pending
  1. 2026-12-01 → 2028-12-31pendingAI capex contributes >2% to US GDP in single year (productivity precondition)
    How: BEA quarterly GDP report attributes >2% of GDP growth in a year to AI-related capital expenditure (chips, datacenters, software)
    Source: JPM 'AI strain before boom' analysis + IMF April 2026 outlookconf 60%
  2. 2027-01-01 → 2030-06-30pendingFirst documented productivity surge of >=2x in a measured industry attributable to AI
    How: BLS productivity statistics or peer-reviewed study attribute >=2x output-per-worker gain in a NAICS sector to AI deployment over 24 months
    Source: Blundin productivity claim + KPMG 2050 GDP scenariosconf 50%
  3. 2029-01-01 → 2032-12-31pendingRobotics + humanoid sector reaches $100B annual revenue
    How: IFR or comparable industry tracker reports humanoid + advanced robotics combined revenue >=$100B in a fiscal year
    Source: Blundin 100x latent capital claim + Figure/Tesla scaling targetsconf 55%
  4. 2030-06-01 → 2033-12-31pendingTotal global household wealth crosses $1.5 quadrillion (50% of 10x ambition)
    How: Credit Suisse / UBS Global Wealth Report shows total global wealth >=$1,500 trillion (vs $454T baseline 2024) — interim midpoint target for 10x by 2034-2036
    Source: Implication of Blundin 10x thesis mathconf 25%
  5. 2030-01-01 → 2034-06-30pendingGlobal GDP growth rate doubles vs 2020s baseline
    How: IMF or World Bank annual report shows global real GDP growth >=6% YoY in two consecutive years (vs 2020s ~3.1% baseline)
    Source: IMF April 2026 baseline 3.1% + Blundin 10x-by-2034 thesisconf 30%

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: 34%)

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
LBP2026-05-17T02:00:01Z34.2%-1.2pp
Network propagation: 35.4% → 34.2%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z35.4%-2.2pp
Network propagation: 37.6% → 35.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z37.6%-3.9pp
Network propagation: 41.5% → 37.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z41.5%-6.5pp
Network propagation: 48.0% → 41.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z48.0%-12.0pp
Network propagation: 60.0% → 48.0%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.203
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.192
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6000.050+0.177
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.176
prereqSEM_011
Nvidia became the world's first $5 trillion company (late 20Jensen Huang
85.5%0.6000.050+0.175

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq230_024
Under a certain age (40-50) life expectancy is infinity due Dave Blundin
39.6%0.6000.050-0.161
prereq244_002
Humans will be demonstrably less safe than autonomous driverDara Khosrowshahi
37.6%0.6000.050-0.142
prereq244_029
Combustion engines largely gone in 20 years but world will bDara Khosrowshahi
35.4%0.5500.050-0.136
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.096
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.092

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (93)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereq230_014The consulting industry will go through the roof as consultants leverage AI to automate/improve existing jobs.Labor/Jobs
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_003Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of decade.Energy/Compute
prereqSEM_013Every nation needs to build advanced chip manufacturing capability — sovereign semiconductor production is existential.Policy/Semis
prereqSEM_004Capital should rotate FROM software developers TO data-center compute, power infrastructure, semi supply chains, and repurposed Bitcoin mining facilities.Investing
prereq232_003AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless companies triple in size.Labor/Jobs
prereq231_050New economy built with AI agents will work around old economy rather than through it.Macro/Economy
prereq230_013There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.Macro/Economy
prereq247_039Quantum not a risk to Bitcoin; Saylor is 100% rightCrypto
prereq240_060Everyone will be able to use video models to turn favorite books into moviesMedia/Ads
prereq238_064AI will replace many entrenched jobs; non-shareholders (e.g., drivers) will face deep troubleLabor/Jobs
prereq231_034Power constraint won't be a big problem until chip fabs come online and it suddenly becomes massive.Energy
prereq235_047AI regulatory roles will be filled by Anthropic/OpenAI people bouncing back and forth (like SEC/Goldman Sachs).Geopolitics
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq235_013Disruption cycle time will shrink from every 10 years to every 10 weeks to every 10 days.Markets/Stocks
prereq235_017OpenAI will likely go public at north of $1 trillion valuation.Markets/Stocks
prereq235_044AI sector will grow from $20T to $30-40T of $50T total US public market cap.Markets/Stocks
prereq236_041Gig work like Uber will be eliminated by AILabor/Jobs
prereq247_051Solar panels will be delivered by drones and installed by robotsEnergy
prereq230_010Mega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.Markets/Stocks
prereq230_012Corporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.Labor/Jobs
prereq230_019The old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.Markets/Stocks
prereq230_037Handmade/human art will be astronomically more valuable in the future.Consumer
prereq230_047Only 2 future work roles will exist: entrepreneur and employee — and one of those won't exist.Labor/Jobs
prereq230_049Big AI companies will own as much as they want up to the edge of antitrust triggers.Markets/Stocks
prereq231_006Cost curves will start collapsing industries before the technology itself does.Macro/Economy
prereq231_020Smart glasses with face recognition will become part of normative culture (peer pressure forces opt-in).Consumer
prereq231_022Young people getting smart glasses in their teens will have their entire life recorded; no crime will go unvisualized.Consumer
prereq231_028Rate of society will go up 10x, 100x, 1000x, then 1 millionx - courts won't keep pace.Macro/Economy
prereq231_038TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.AI
prereq231_052Gap between AI-paced world and legacy world will grow really wide - maybe forever.Macro/Economy
prereq232_004Big banks and insurance companies will not triple in size in the AI productivity timeframe.Labor/Jobs
prereq232_052Lowered interest rates will drive AI agent and robot purchases instead of hiring.Macro/Economy
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq234_010Whole battlefield will be controlled by whoever has the better AI very soonDefense
prereq234_039Distant spectacular real estate will go up in value, not inner cityReal Estate
prereq238_029White-collar jobs (management, business, legal, art/media, admin) will be 80-85% automatable by AI imminentlyLabor/Jobs
prereq238_065Children/next generation uncommitted to careers will do incredibly well in AI transitionLabor/Jobs
prereq240_022All five major AI labs will be worth trillions of dollarsMarkets/Stocks
prereq240_049Last jobs to be automated will be government jobs, university jobsLabor/Jobs
prereq241_015Google and Nvidia will both do incredibly well due to TPU/GPU positioningMarkets/Stocks
prereq242_004Musk ecosystem will lap Nvidia by 1-2 orders of magnitudeMarkets/Stocks
prereq242_008Dyson sphere will come before any fusion reactor is licensedEnergy
prereq242_024Island real estate will become 10x-100x more accessible, driving values upReal Estate
prereq242_032AI will do the job for 2% of the cost of a human in the near termLabor/Jobs
prereq242_033Companies will race to 80% token spend / 20% salary; good by 2030-2032Labor/Jobs
prereq247_025Super PACs will determine election outcomes at order of magnitude bigger than beforeGeopolitics
prereq248_030FDA will be first government agency forced to get out of the way; government must accelerate regulation speed thousands of times.Geopolitics
prereq248_035Components of the AI data center buildout (power, memory, etc.) will see 3x-10x stock gains if identified early.Markets/Stocks
prereq240_011NVIDIA can grow another 2x into the 2nm node before being flooredMarkets/Stocks
prereq240_026Elon's combined empire (SpaceX/xAI/Tesla/Optimus/Terrafab/orbital DCs) will be a $100T companyMarkets/Stocks
prereq240_055Anthropic heading to IPO, pursuing $50B from AmazonMarkets/Stocks
prereq235_034Next-generation mobile phones will regain growth through AI neural chips.Consumer
prereq231_023US crime rates should continue to decline due to location services and surveillance.Macro/Economy
prereq230_050One of the hidden Nvidia-style AI beneficiaries will exist within current non-AI mega-caps, rising a million percent.Markets/Stocks
prereq242_011New non-lithography semiconductor techniques discovered within 1-2 years, manufactured at scale in 5-7 yearsAI
prereq242_016TV ad campaign against human driving in 3-5 years will drive voting to ban itAuto/Transport
prereq235_025Nvidia's margins unsustainable; cracks in armor but all chips made will sell.Markets/Stocks
prereq234_008Workflows will move from human-centric to agentic with humans doing oversight rather than being in the loopLabor/Jobs
prereq242_02560% of LA parking will be released, becoming gardens and parksReal Estate
prereq242_036Mid-cap/small-cap firms with high-labor ops will triple FCF while multiple compressesMarkets/Stocks
prereq246_043Earth limited by ASML and constraints to 3-5 years before mining/constructing moves to space.Space
prereq232_007TikTok wins as AI enables personalized, movie-quality content in many languages, taking over from movie industry.Media/Ads
prereq237_017The entire SaaS market is going to zero because features can be rebuilt in five minutes with agents.Markets/Stocks
prereq238_019Jevons Paradox will keep demand for human drivers in non-autonomous areas even as cars are automatedLabor/Jobs
prereq238_067US power problem is transmission/storage, not production — distributed regional data centers will fix job dislocationEnergy
prereq240_002Amazon or Anthropic will hit a trillion in revenue within a calendar year faster than NVIDIAMarkets/Stocks
prereq240_007Regulators will dust off antitrust legislation against NVIDIAGeopolitics
prereq240_009Government will intervene if NVIDIA does 10-year forward contract locking up TSMCGeopolitics
prereq247_024Voters may refuse to help white-collar professionals displaced by AILabor/Jobs
prereq232_035Apple is sitting on a multi-trillion dollar opportunity to leapfrog back into AI vanguard via hosting open models.Markets/Stocks
prereq235_041Anthropic implied valuation using PE ratio could be one quadrillion dollars.Markets/Stocks
prereq237_008App stores will go away; users won't download apps but instead generate software on demand from local models.Consumer
prereq232_012US-China AI situation about to get more complicated regarding open source models and secrets.Geopolitics
prereq237_021Alex Finn will eventually give his AI agents crypto wallets once they can generate business autonomously.Crypto
prereq235_018Single-person conglomerates with agents running businesses will be common in ~5 years.Labor/Jobs
prereq242_048FDA will move to zero clinical trial model given enough Bayesian/computational evidenceBiotech/Longevity
prereq238_036Manus (bought by Meta for $2B) will become Meta's agent layer inside WhatsApp, operating on behalf of advertisersMedia/Ads
prereq247_053AI's largest risk to Bitcoin is irrelevance via AI agents not using itCrypto
prereq230_045GDP will be replaced by an 'Abundance Capability Index' measuring capacity to solve problems.Macro/Economy
prereq234_051Claude-facilitated dating will replace traditional matchmakingConsumer
prereq247_040AI agents will invent their own currencies, won't stick with BitcoinCrypto
prereq242_056AI models will become manager of entire economy, not just picking off mom/pop businessesMacro/Economy
prereq229_038Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).Macro/Economy
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq230_024Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.Biotech/Longevity
prereq244_002Humans will be demonstrably less safe than autonomous drivers (within 25 years, not 15)Auto/Transport
prereq244_029Combustion engines largely gone in 20 years but world will be very differentEnergy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.712manifoldWhen will global population peak?mentionspending2026-05-06
0.650manifoldWill the S&P 500 be greater than or equal to X at the end of June 2026?mentionspending2026-05-29
0.650manifoldWill the Shiller P/E Ratio hit a new all-time high before Jan 1, 2030?69%mentionspending2026-05-14
0.649manifoldWill the S&P 500 be greater than or equal to X at the end of May 2026?mentionspending2026-04-30
0.649manifoldWill the United States unemployment rate exceed 30% any time before 2040?30%mentionspending2026-05-24
0.644manifoldWill I get a GF in the year of 202639%mentionspending2026-04-28
0.636manifoldWill the Shiller P/E Ratio exceed 50 by Jan 1, 2030?58%mentionspending2026-05-14
0.626manifoldWhere will I live in October 2026?mentionspending2026-04-24
0.625manifoldWill Vietnam's real GDP grow by at least 12% in 202612%mentionspending2026-06-02
0.621manifoldHow many countries will I visit this year? (2026)mentionspending2026-05-17

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10x",
  "url": "https://www.youtube.com/watch?v=wMLcIWLlcWg",
  "mode": "FORECAST",
  "role": "Host",
  "context": "Imagine a world where there's 10x more wealth about 2034, 2036",
  "to_year": 2036,
  "verbatim": "Imagine a world where there's 10x more wealth about 2034, 2036",
  "direction": "UP",
  "from_year": 2034,
  "timeframe": "2034-2036",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "The consulting industry will go through the roof as consultants leverage AI to automate/improve existing jobs.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "230_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Corporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "230_012",
      "expected_date": "2027-06-24",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AI capex contributes >2% to US GDP in single year (productivity precondition)",
      "source": "JPM 'AI strain before boom' analysis + IMF April 2026 outlook",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://www.imf.org/en/publications/weo",
      "expected_date": "2027-12-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-12-01"
      },
      "measurement_criterion": "BEA quarterly GDP report attributes >2% of GDP growth in a year to AI-related capital expenditure (chips, datacenters, software)"
    },
    {
      "kind": "prereq",
      "label": "Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "229_038",
      "expected_date": "2028-01-30",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Mega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "230_010",
      "expected_date": "2028-06-23",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "The old (non-AGI insurance) will go away faster than people think, but the new is much bigger than the old.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "230_019",
      "expected_date": "2028-06-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First documented productivity surge of >=2x in a measured industry attributable to AI",
      "source": "Blundin productivity claim + KPMG 2050 GDP scenarios",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2028-09-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-06-30",
        "from": "2027-01-01"
      },
      "measurement_criterion": "BLS productivity statistics or peer-reviewed study attribute >=2x output-per-worker gain in a NAICS sector to AI deployment over 24 months"
    },
    {
      "kind": "prereq",
      "label": "There will be UBI at the end of this cycle, plus abundance and massively more opportunity than job loss.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "230_013",
      "expected_date": "2030-06-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Robotics + humanoid sector reaches $100B annual revenue",
      "source": "Blundin 100x latent capital claim + Figure/Tesla scaling targ
... (truncated)