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245_004predictionConsumer$100T

EY estimates the extinct-species educational/consumer market at $1.7 trillion annually

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

Prior probability
50.0%
Current probability
42.5%
evolves via intake + LBP
Conviction
3/5
Signal quality
D
Resolution
pending
Window
— – —
Edges in / out
5 / 0
Tickers exposed
29

Prediction text

EY estimates the extinct-species educational/consumer market at $1.7 trillion annually | the world spends about 12 and a half uh percent uh 12 and a half% of global consumers buy something that's extinct every year. Like and so turns out to be like $1.7 trillion.

Verbatim quote

From episode "AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)"
the world spends about 12 and a half uh percent uh 12 and a half% of global consumers buy something that's extinct every year. Like and so turns out to be like $1.7 trillion.

Predictor: EY (Ernst & Young)

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from EY (Ernst & Young) 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 50%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.5%

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: 3 pending
  1. 2026-05-01 → 2026-12-31pendingColossal Biosciences valuation maintained at >=$10B with no public revenue (TAM remains forecast-stage)
    How: Colossal valuation per latest Series funding round or PitchBook profile remains >=$10B AND Colossal continues to disclose zero or near-zero commercial revenue per public filings/coverage
    Source: deep_research_enrichedconf 85%
  2. 2026-06-01 → 2027-12-31pendingEY or Big-4 firm publishes updated extinct-species/biodiversity TAM forecast referencing $1.7T figure or successor
    How: EY, PwC, Deloitte, or KPMG publishes biodiversity/de-extinction-related TAM report citing $1T+ consumer spending on extinct/biodiversity-themed products
    Source: deep_research_enrichedconf 45%
  3. 2027-01-01 → 2029-12-31pendingFirst Colossal commercial product (mammoth-derived therapeutic, dire wolf merch, conservation IP licensing) generates measurable revenue
    How: Colossal annual report or press release confirms >$10M revenue from any de-extinction-derived commercial product, validating non-zero TAM realization
    Source: deep_research_enrichedconf 50%

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 43%)

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
LBP2026-05-03T02:00:01Z42.5%-1.1pp
Network propagation: 43.7% → 42.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z43.7%-2.1pp
Network propagation: 45.8% → 43.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z45.8%-4.2pp
Network propagation: 50.0% → 45.8%
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%0.0500.500-0.060
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.500+0.039
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.500-0.038
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.500+0.021
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500-0.015

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

29 ticker(s) linked

Beneficiaries (23)

SOUNCRCLIRBTRIOTMARASYMFANUYNVDABBAIGTLBAIABBNYAMZNCOINGOOGLHOODIBMMETAMSFTORCLSHOPTSLAXYZ

Adverse (5)

HYGEMBMUBTLTLQD

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK10$100T Sovereign Debt Crisis
killerTK12Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.656manifoldHow many 10s of thousands of species be on OneZoom at the end of this year?66%mentionspending2026-06-02
0.654manifoldHow many unique viewers will this market end with?mentionspending2026-05-30
0.618manifoldWill the wild population of North Atlantic Right Whale (Eubalaena glacialis) become Extinct by 2100?82%mentionspending2026-04-24

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "$1.7 trillion annually; 12.5% of global consumers",
  "url": "https://www.youtube.com/watch?v=Goa6c6Qz__I",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "context": "EY did an estimate of the size of the market for you?... 12 and a half% of global consumers buy something that's extinct every year... turns out to be like $1.7 trillion.",
  "cited_by": "Ben Lamm",
  "verbatim": "the world spends about 12 and a half uh percent uh 12 and a half% of global consumers buy something that's extinct every year. Like and so turns out to be like $1.7 trillion.",
  "conv_cues": "they said; turns out to be",
  "direction": "NUMERIC_TARGET",
  "timeframe": "Annual / current",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Colossal Biosciences valuation maintained at >=$10B with no public revenue (TAM remains forecast-stage)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://news.crunchbase.com/venture/de-extinction-startup-colossal-decacorn-twg-walter-tull/",
      "expected_date": "2026-08-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Colossal valuation per latest Series funding round or PitchBook profile remains >=$10B AND Colossal continues to disclose zero or near-zero commercial revenue per public filings/coverage"
    },
    {
      "kind": "llm_pre_event",
      "label": "EY or Big-4 firm publishes updated extinct-species/biodiversity TAM forecast referencing $1.7T figure or successor",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.ey.com/content/dam/ey-unified-site/ey-com/en-gl/insights/financial-services/documents/ey-waking-up-to-nature-the-biodiversity-imperative-in-financial-services.pdf",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "EY, PwC, Deloitte, or KPMG publishes biodiversity/de-extinction-related TAM report citing $1T+ consumer spending on extinct/biodiversity-themed products"
    },
    {
      "kind": "llm_post_event",
      "label": "First Colossal commercial product (mammoth-derived therapeutic, dire wolf merch, conservation IP licensing) generates measurable revenue",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://research.contrary.com/company/colossal-biosciences",
      "expected_date": "2028-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Colossal annual report or press release confirms >$10M revenue from any de-extinction-derived commercial product, validating non-zero TAM realization"
    }
  ],
  "repeat_eps": 1,
  "untimeable": true,
  "affiliation": "Ernst & Young",
  "attribution": "THIRD_PARTY_CITATION",
  "episode_num": 245,
  "granularity": "VAGUE",
  "episode_date": "2026-04-07",
  "parse_method": "UNMAPPABLE",
  "domain_bucket": "Labor",
  "episode_title": "AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)",
  "fault_line_id": "F001, F002, F005",
  "flag_repeated": false,
  "in_5yr_window": false,
  "appears_in_eps": "245",
  "consensus_size": 9,
  "is_macro_claim": true,
  "macro_span_end": "2031-03",
  "total_mentions": 1,
  "priority_weight": 2,
  "ps_cluster_tags": [
    "C10",
    "C5",
    "C6",
    "C8"
  ],
  "active_end_
... (truncated)