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245_003predictionMarkets/Stockssynbio

Colossal's $10B valuation is massively undervalued

Predictor: Ben Lamm · ep#245 "AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)" · source

Prior probability
50.0%
Current probability
29.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2028-09-30
Edges in / out
2 / 1
Tickers exposed
28

Prediction text

Colossal's $10B valuation is massively undervalued | it's massively undervalued. I I totally agree with you.

Verbatim quote

From episode "AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)"
it's massively undervalued. I I totally agree with you.

Predictor: Ben Lamm

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0043
excellent
Hits / Misses
2 / 0
of 3 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Ben Lamm 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 50%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 29.8%

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 ✓ · 6 pending
  1. 2025-09-17hitColossal closes Series C extension at $10.3B valuation
    How: Colossal Biosciences raises additional Series C tranche bringing valuation to $10.3B (decacorn status)
    Source: https://techstartups.com/2025/09/17/biotech-startup-colossal-biosciences-raises-120m-to-revive-the-dodo-bird-and-other-extinct-species-hits-10-3b-valuation/ — $120M tranche to $10.3B valuationconf 99%
    Notes: HIT — base valuation Lamm called undervalued.
  2. 2026-09-23pendingQ1 window check-in (25%)
  3. 2026-09-01 → 2027-06-30pendingColossal announces first viable mammoth embryo
    How: Colossal publicly announces first successfully transferred or viable woolly-mammoth embryo (mammoth-elephant hybrid)
    Source: https://www.jpost.com/science/science-around-the-world/article-838315 — first embryos targeted late 2026conf 55%
  4. 2027-02-17pendingQ2 window check-in (50%)
  5. 2026-06-01 → 2027-12-31pendingColossal raises follow-on round at >=$15B valuation (50% step-up)
    How: Colossal closes Series D or strategic round at post-money valuation >=$15B, validating Lamm's 'massively undervalued' claim with new market mark
    Source: https://pitchbook.com/profiles/company/481220-47 — Colossal funding history and valuation trajectoryconf 45%
  6. 2027-07-14pendingQ3 window check-in (75%)
  7. 2026-06-01 → 2028-09-30pendingFirst Colossal commercial spinout (Form Bio, Breaking) reaches >=$5B
    How: Colossal spinout (Form Bio, Breaking, or similar) raises at $5B+ valuation OR is acquired by major biotech for $5B+
    Source: Colossal corporate communications; spinout coverage in trade pressconf 30%
    Notes: Spinout monetization is the key path that would validate Lamm's undervaluation thesis without requiring de-extinction success.
  8. 2027-06-01 → 2028-09-30pendingColossal IPO filing OR direct-listing announcement at >=$20B
    How: Colossal files S-1, announces SPAC merger, or direct listing at >=$20B implied valuation (~2x current decacorn mark)
    Source: https://en.wikipedia.org/wiki/Colossal_Biosciences — corporate trajectoryconf 25%

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: 30%)

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
LBP2026-05-17T02:00:01Z29.8%-2.0pp
Network propagation: 31.9% → 29.8%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z31.9%-4.2pp
Network propagation: 36.1% → 31.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.1%-8.9pp
Network propagation: 45.0% → 36.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z45.0%-1.7pp
Network propagation: 46.7% → 45.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.7%-3.3pp
Network propagation: 50.0% → 46.7%
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
prereqS_IPO_TRILLION_2028
First $1T+ IPO in 2028
25.0%0.5000.050-0.136
killerTK13
Biotech/Synbio Safety Event
15.0%0.0500.500+0.134

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq233_015
Infinite longevity is coming for this generation of kids.Peter Diamandis
37.6%0.6500.050-0.153

Ticker exposure

28 ticker(s) linked

Beneficiaries (23)

ILMNDNAABCLTXGNTLASDGRTWSTPACBRXRXRLAYABSICRSPMETAABTAMZNAZNBNTXGEHCGOOGLMDTMSFTORCLSMMNY

Adverse (4)

NVOFMSDVAPFE

Prerequisites (2)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_IPO_TRILLION_2028First $1T+ IPO in 2028ipo_trillion_plus
killerTK13Biotech/Synbio Safety Event

Dependents (1)

Predictions enabled by this
TypePredTitleDomainLag
prereq233_015Infinite longevity is coming for this generation of kids.Biotech/Longevity

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.570edgar_8kTenable Holdings, Inc. (TENB) (CIK 0001660280)mentionspending2026-05-13

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "Current $10B valuation is undervalued",
  "url": "https://www.youtube.com/watch?v=Goa6c6Qz__I",
  "mode": "THESIS",
  "role": "Guest-CEO",
  "context": "You build a company which goes from zero to $10 billion valuation in 4 years. >> It it's massively undervalued. I I totally agree with you.",
  "verbatim": "it's massively undervalued. I I totally agree with you.",
  "conv_cues": "massively undervalued; totally agree",
  "direction": "UP",
  "timeframe": "Present",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Colossal closes Series C extension at $10.3B valuation",
      "notes": "HIT — base valuation Lamm called undervalued.",
      "source": "https://techstartups.com/2025/09/17/biotech-startup-colossal-biosciences-raises-120m-to-revive-the-dodo-bird-and-other-extinct-species-hits-10-3b-valuation/ — $120M tranche to $10.3B valuation",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://techstartups.com/2025/09/17/biotech-startup-colossal-biosciences-raises-120m-to-revive-the-dodo-bird-and-other-extinct-species-hits-10-3b-valuation/",
      "expected_date": "2025-09-17",
      "observed_date": "2025-09-17",
      "research_origin": "deep_research",
      "measurement_criterion": "Colossal Biosciences raises additional Series C tranche bringing valuation to $10.3B (decacorn status)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-09-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Colossal announces first viable mammoth embryo",
      "source": "https://www.jpost.com/science/science-around-the-world/article-838315 — first embryos targeted late 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.jpost.com/science/science-around-the-world/article-838315",
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Colossal publicly announces first successfully transferred or viable woolly-mammoth embryo (mammoth-elephant hybrid)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2027-02-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Colossal raises follow-on round at >=$15B valuation (50% step-up)",
      "source": "https://pitchbook.com/profiles/company/481220-47 — Colossal funding history and valuation trajectory",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://pitchbook.com/profiles/company/481220-47",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Colossal closes Series D or strategic round at post-money valuation >=$15B, validating Lamm's 'massively undervalued' claim with new market mark"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2027-07-14",
      "observed_date": null
    },
    {
      "kind": "llm_post_event",
      "label": "First Colossal commercial spinout (Form Bio, Breaking) reaches >=$5B",
      "notes": "Spinout monetization is the key path that would valid
... (truncated)