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246_011predictionAIAI-scaling

Elon will feel Grok is ready to take over as CEO in next few years.

Predictor: Dave Blundin · ep#246 "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246" · source

Prior probability
50.0%
Current probability
41.9%
evolves via intake + LBP
Conviction
2/5
Signal quality
C
Resolution
pending
Window
2027-01-01 – 2029-11-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Elon will feel Grok is ready to take over as CEO in next few years. | how long before you think uh he feels Grock is ready to take over for him next few years >> okay

Watch events: Grok 5 launch (Q2 2026 consensus)

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
how long before you think uh he feels Grock is ready to take over for him next few years >> okay

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

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 = 41.9%

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. 2026-04-01 → 2026-09-30pendingGrok 5 public launch with AGI claim
    How: xAI publicly releases Grok 5 (6T+ parameter) with claimed AGI-class benchmarks; necessary precondition for any 'Grok ready to be CEO' framing
    Source: deep_research_enrichedconf 70%
  2. 2026-09-01 → 2027-12-31pendingTesla board adopts AI-augmented decision tooling publicly
    How: Tesla 10-Q/10-K, proxy, or public statement discloses use of Grok or other AI in board-level strategic or operational decision-making
    Source: deep_research_enrichedconf 40%
  3. 2026-06-01 → 2028-06-30pendingMusk publicly acknowledges plan to delegate CEO functions to AI
    How: Musk public statement (X post, interview, earnings call) explicitly stating Grok or AI will assume meaningful Tesla/xAI CEO functions in defined timeframe
    Source: deep_research_enrichedconf 45%
  4. 2026-09-01 → 2028-12-31pendingFirst Fortune 500 company appoints AI agent to executive role
    How: Any Fortune 500 announces AI agent in named executive role (chief AI strategist, AI-board observer, etc.); reduces taboo for Tesla to follow
    Source: deep_research_enrichedconf 55%
  5. 2027-06-01 → 2029-06-30pendingGrok 6 or successor demonstrates sustained agentic autonomy on operational tasks
    How: xAI ships Grok 6 (or equivalent) with documented multi-week agentic operation on real business workflows (running a startup, managing P&L); the technical precondition Musk cites for the readiness claim
    Source: deep_research_enrichedconf 40%

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: 42%)

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
LBP2026-05-10T02:00:02Z41.9%-1.0pp
Network propagation: 42.9% → 41.9%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.9%-1.6pp
Network propagation: 44.5% → 42.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.5%-2.4pp
Network propagation: 46.8% → 44.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.8%-3.2pp
Network propagation: 50.0% → 46.8%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.500-0.077
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5000.050-0.067
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.500-0.054
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.036
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.035

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%0.6500.050-0.080
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.070
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.059
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.049
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.045

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
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_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
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.667polymarketWill Elon Musk post 200-219 tweets from April 24 to May 1, 2026?28%mentionspending2026-04-21
0.663polymarketWill Elon Musk post 180-199 tweets from April 24 to May 1, 2026?59%mentionspending2026-04-21
0.661polymarketWill Elon Musk post 200-219 tweets from May 1 to May 8, 2026?1%mentionspending2026-04-28
0.660polymarketWill Elon Musk post 200-219 tweets from May 12 to May 19, 2026?0%mentionspending2026-05-09
0.660polymarketWill Elon Musk post 200-219 tweets from May 5 to May 12, 2026?0%mentionspending2026-05-02
0.659polymarketWill Elon Musk post 200-219 tweets from May 26 to June 2, 2026?0%mentionspending2026-05-23
0.658polymarketWill Elon Musk post 200-219 tweets from June 2 to June 9, 2026?32%mentionspending2026-05-30
0.656polymarketWill Elon Musk post 180-199 tweets from May 5 to May 12, 2026?0%mentionspending2026-05-02
0.656polymarketWill Elon Musk post 180-199 tweets from May 12 to May 19, 2026?47%mentionspending2026-05-09
0.656polymarketWill Elon Musk post 180-199 tweets from May 1 to May 8, 2026?11%mentionspending2026-04-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "SPECULATION",
  "role": "Host",
  "context": "the best CEO in the world is going to be in AI at least handling the strategy and operations... so how long before you think uh he feels Grock is ready to take over for him next few years",
  "to_year": 2029,
  "verbatim": "how long before you think uh he feels Grock is ready to take over for him next few years >> okay",
  "conv_cues": "next few years",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "Next few years",
  "conv_level": "LOW",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -6,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Grok 5 public launch with AGI claim",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://news.aibase.com/news/22865",
      "expected_date": "2026-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "xAI publicly releases Grok 5 (6T+ parameter) with claimed AGI-class benchmarks; necessary precondition for any 'Grok ready to be CEO' framing"
    },
    {
      "kind": "llm_pre_event",
      "label": "Tesla board adopts AI-augmented decision tooling publicly",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.4,
      "source_url": "https://www.basenor.com/blogs/news/grok-ai-everything-tesla-owners-need-to-know-right-now",
      "expected_date": "2027-05-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Tesla 10-Q/10-K, proxy, or public statement discloses use of Grok or other AI in board-level strategic or operational decision-making"
    },
    {
      "kind": "llm_pre_event",
      "label": "Musk publicly acknowledges plan to delegate CEO functions to AI",
      "source": "deep_research_enriched",
      "status": "pending",
      "weigh
... (truncated)