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245_038predictionConsumerAI-timing

People buying clones of their dogs is a profitable ongoing consumer business (will persist)

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
41.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2040-12-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

People buying clones of their dogs is a profitable ongoing consumer business (will persist) | we're not taking away the cloning business for consumers. So people love that business. It's a profitable business. We're still supporting that business.

Verbatim quote

From episode "AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)"
we're not taking away the cloning business for consumers. So people love that business. It's a profitable business. We're still supporting that business.

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

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.3%

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: 5 fired ✓ · 5 pending
  1. 2026-06-01 → 2030-12-31pendingPet cloning order volumes grow or hold steady (validating 'profitable, ongoing' claim); waitlist remains 5-7 months or longer
    How: Viagen public statements or trade press report pet cloning waitlist sustained at >=5 months and annual order volume stable or growing vs 2025 baseline
    Source: Viagen press; Bloomberg / Globe and Mail trade coverageconf 70%
  2. 2027-01-01 → 2030-12-31pendingColossal Biosciences (post Viagen acquisition Nov 2025) maintains pet cloning as continuing operational subsidiary with disclosed revenue continuation
    How: Colossal annual disclosure or press release confirms Viagen pet cloning subsidiary continues operations with cloning waitlist active and pricing maintained at consumer level (USD 25K-50K)
    Source: Colossal Biosciences corporate disclosures; Viagen Pets website pricingconf 85%
  3. 2027-01-01 → 2035-12-31pendingCompetitor entry into commercial pet cloning (e.g., Sinogene Biotechnology US/EU expansion, new entrants) signals market validation
    How: At least 1 additional commercial pet cloning provider beyond Viagen/Sinogene announces operations or expanded geography in US or EU, indicating market growth and persistence
    Source: Trade press; company announcementsconf 45%
  4. 2026-04-30 → 2040-12-31pendingCelebrity / high-profile cloning cases (post-Streisand, post-Tom Brady) continue periodically through window, sustaining cultural awareness
    How: At least 3 documented high-profile celebrity or media-covered consumer dog cloning cases over the window, sustaining mainstream press coverage
    Source: People/Today/major outlet coverageconf 60%
  5. 2030-01-01 → 2038-12-31pendingCloning unit cost falls (success rate gains, scaled SCNT) bringing entry-level pricing under USD 25K, expanding addressable market
    How: Viagen or competitor publishes pet dog cloning entry pricing <=USD 25K (real terms), validating cost trajectory needed for broader consumer adoption
    Source: Viagen/Sinogene pricing pages; trade pressconf 45%
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 41%)

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
LBP2026-05-10T02:00:02Z41.3%-1.3pp
Network propagation: 42.6% → 41.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.6%-2.2pp
Network propagation: 44.8% → 42.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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_ASI_SLOW_2040PLUS
ASI slow: post-2040 / soft takeoff
60.0%0.5000.050-0.093
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.042
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.035
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.5000.050-0.033
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.029

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.063
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.059
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.050
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.035
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.034

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
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
prereqS_ASI_SLOW_2040PLUSASI slow: post-2040 / soft takeoffasi_recursive_self_improvement
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
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
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
prereq239_008Moon base will exist in 10 yearsSpace

Linked documents (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.576polymarketLoL: FURIA Esports vs RED Canids (BO3) - CBLOL Regular Season100%mentionspending2026-04-27
0.567polymarketLoL: FURIA Esports vs RED Canids - Game 1 Winner0%mentionspending2026-04-27
0.567polymarketLoL: FURIA Esports vs RED Canids - Game 2 Winner100%mentionspending2026-04-27
0.554manifoldWill my family member's dog win the charity beer label contest with One Tail at a Time?12%mentionspending2026-05-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "78% cloning efficiency at Viagen (vs. ~2% industry)",
  "url": "https://www.youtube.com/watch?v=Goa6c6Qz__I",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "we're not taking away the cloning business for consumers. So people love that business. It's a profitable business. We're still supporting that business.",
  "verbatim": "we're not taking away the cloning business for consumers. So people love that business. It's a profitable business. We're still supporting that business.",
  "conv_cues": "profitable business; we're still supporting",
  "direction": "HAPPEN",
  "timeframe": "Current/ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "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": -10,
      "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": -9,
      "source_id": "SEM_008",
      "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": -8,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Pet cloning order volumes grow or hold steady (validating 'profitable, ongoing' claim); waitlist remains 5-7 months or longer",
      "source": "Viagen press; Bloomberg / Globe and Mail trade coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2028-09-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Viagen public statements or trade press report pet cloning waitlist sustained at >=5 months and annual order volume stable or growing vs 2025 baseline"
    },
    {
      "kind": "llm_pre_event",
      "label": "Colossal Biosciences (post Viagen acquisition Nov 2025) maintains pet cloning as continuing operational subsidiary with disclosed revenue continuation",
      "source": "Colossal Biosciences corporate disclosures; Viagen Pets website pricing",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2028-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Colossal annual disclosure or press release confirms Viagen pet cloning subsidiary continues operations with cloning waitlist active and pricing maintained at consumer level (USD 25K-50K)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Competitor entry into commercial pet cloning (e.g., Sinogene Biotechnology US/EU expansion, new entran
... (truncated)