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246_014predictionSpaceorbital-AI

Elon's stated orbital refueling and Mars/Moon timelines will slip.

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

Prior probability
62.0%
Current probability
40.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2026-11-30
Edges in / out
4 / 0
Tickers exposed
30

Prediction text

Elon's stated orbital refueling and Mars/Moon timelines will slip. | I I would maybe massage Elon's stated timelines for delivering arbitrary payload masses to the moon in light of the fact that we even though we've made we as a civilization have made major progress in delivering Starship progress, orbital refueling hasn't been demonstrated and that's a necessary condition for getting to the moon. | Uncrewed Mars success Nov 2026 / late 2027

Key catalyst: Uncrewed Mars success Nov 2026 / late 2027

Watch events: Starcloud Blackwell satellite (Oct 2026); Google Project Suncatcher demo satellite; FCC DC filings

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
I I would maybe massage Elon's stated timelines for delivering arbitrary payload masses to the moon in light of the fact that we even though we've made we as a civilization have made major progress in delivering Starship progress, orbital refueling hasn't been demonstrated and that's a necessary condition for getting to the moon.

Resolution evidence

Status: pending

Alex is correct that Starship Mars/Moon timelines slip; orbital refueling demonstration not yet completed as of April 2026. Musk's mass driver 10y claim aggressive.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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: mars_uncrewed_landing_window

Linked via embedding similarity 0.662

Successful uncrewed payload delivery to Mars surface within named transfer window

Base rate
50.0%
9/18 historical
Inside weight
Outside weight
no pull
inside 40.1% → blend 40.1% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

8 prob_history rows
0%25%50%75%100%prior 62%2026-04-302026-05-082026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.1%

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 overdue ⏱ · 5 pending
  1. 2026-04-30overdueStarship V3 inaugural flight
    How: SpaceX flight log shows V3 vehicle launching from Starbase; FAA airspace closure NOTAM confirms launch attempt window
    Source: deep_research_enrichedconf 65%
  2. 2026-06-11pendingQ1 window check-in (25%)
  3. 2026-07-23pendingQ2 window check-in (50%)
  4. 2026-08-31pendingPublic confirmation of skipped 2026 Mars window
    How: Musk public statement or official SpaceX press release acknowledges abandonment of 2026 Mars launch window in favor of 2028-29 transfer window
    Source: deep_research_enrichedconf 70%
  5. 2026-09-03pendingQ3 window check-in (75%)
  6. 2026-06-01 → 2026-12-31pendingFull-scale Starship-to-Starship orbital refueling demonstration attempted
    How: Two separate Starships rendezvous in LEO and execute propellant transfer >5 metric tons; SpaceX livestream and FAA mishap reports document attempt success or failure
    Source: deep_research_enrichedconf 55%
  7. 2026-10-31pendingArtemis HLS lunar lander schedule slip announcement
    How: NASA OIG report, GAO testimony, or NASA HLS program official communication formally extends Artemis III HLS readiness past 2027 baseline
    Source: deep_research_enrichedconf 70%
  8. 2026-11-30pendingUpdated Mars timeline pushes uncrewed mission to 2028-29 window
    How: Musk-stated timeline or SpaceX corporate page revises uncrewed Mars launch target to 2028 or 2029 transfer window vs. prior late-2026 / late-2027 stated targets
    Source: deep_research_enrichedconf 75%

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: 40%)

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
LBP2026-05-24T02:00:02Z40.1%-1.2pp
Network propagation: 41.3% → 40.1%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z41.3%-2.4pp
Network propagation: 43.7% → 41.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z43.7%-4.9pp
Network propagation: 48.7% → 43.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
metadata_milestone_miss_sweep2026-05-08T22:15:34Z48.7%-2.8pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.459 blend=0.487 LLR=-0.222 κ=0.84 w_in=0.33 mars_uncrewed_landing_window
Raw metadata
{
  "trf": 0.9582827926746388,
  "kappa": 0.8438,
  "base_rate": 0.5,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.05928720288505513,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "blend 32% inside / 67% outside (TRF=0.958, base_rate=0.500 from mars_uncrewed_landing_window)",
  "inside_prior": 0.5148174607283498,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": true,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.54847,
      "label": "Starship V3 inaugural flight",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.65,
      "source_url": "https://spaceeyenews.com/spacex-2026-starship-milestones-moon-mars-refueling/",
      "adjusted_llr": -0.22238544784408493,
      "expected_date": "2026-04-30",
      "measurement_criterion": "SpaceX flight log shows V3 vehicle launching from Starbase; FAA airspace closure NOTAM confirms launch attempt window"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.32920204512775286,
  "outside_weight": 0.6707979548722471,
  "posterior_prob": 0.4865801548575595,
  "posterior_logit": -0.1630982449590298,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.459315586102629,
  "blended_posterior": 0.4865801548575595,
  "reference_class_id": "mars_uncrewed_landing_window",
  "total_adjusted_llr": -0.22238544784408493,
  "predictor_n_resolved": 11
}
LBP2026-05-03T02:00:01Z51.5%-12.1pp
Network propagation: 63.6% → 51.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
legacy v12026-04-30T19:17:54Z63.6%+1.6pp
intake:99aa73db-75b1-4b1e-8470-a11f87b23937 bayesian_v2 inside=0.864 blend=0.636 LLR=1.358 κ=0.84 w_in=0.30 mars_uncrewed_landing_window
legacy v12026-04-30T16:13:50Z53.7%+0.0pp
reference_class_assigned bayesian_v2 inside=0.620 blend=0.537 w_in=0.30 mars_uncrewed_landing_window
legacy v12026-04-30T01:56:50Z53.7%-8.3pp
reference_class_assigned bayesian_v2 inside=0.620 blend=0.537 w_in=0.30 mars_uncrewed_landing_window

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_MARS_2026
Mars uncrewed: 2026 transfer window
25.0%0.6200.050-0.209
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.620+0.150

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

30 ticker(s) linked

Beneficiaries (22)

PLBKSYTSEMLUNRSKYTMRCYNNEGSATRKLBASTSIRDMAMZNBABAESYIFNNYLHXLMTMCHPNOCSTMTDGTXN

Adverse (3)

DISHVSATSES

Prerequisites (4)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
killerTK15SpaceX Starship Catastrophic Failure

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2026-12-31Starship HLS large-scale vehicle-to-vehicle cryogenic propellant transfer or formal slippending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.900codex_research_packNASA OIG - NASA's Management of the Human Landing System Contractscorroboratespending2026-03-01
0.900codex_research_packNASA - Artemis II Launch Day Updatescorroboratespending2026-04-01
0.900codex_research_packNASA - Charts More Reliable Course for America's Return to Lunar Surfacecorroboratespending2026-03-01
0.670manifoldTitle:Will a Kessler Syndrome cascade begin in Low Earth Orbit before 2046?33%mentionspending2026-04-24
0.669manifoldWill NASA Astronomy Picture of the Day mention the Moon when this resolves?18%mentionspending2026-04-30
0.647arxivReal-Time Retargeting Using Controllability Boundary for Chandrayaan-3 Lunar Landingmentionspending2026-05-28
0.630manifold“Will Elon Musk mention Dogecoin before June ends?”17%mentionspending2026-05-17
0.628manifoldWill a rover from Earth land on the moon Ganymede by EOY 2046?77%mentionspending2026-05-02
0.623manifoldWill a rover from Earth land on the planet Mercury by EOY 2051?69%mentionspending2026-05-30
0.612polymarketWill the Kharg Island oil terminal be hit by April 30?2%mentionspending2026-03-24

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I I would maybe massage Elon's stated timelines for delivering arbitrary payload masses to the moon",
  "verbatim": "I I would maybe massage Elon's stated timelines for delivering arbitrary payload masses to the moon in light of the fact that we even though we've made we as a civilization have made major progress in delivering Starship progress, orbital refueling hasn't been demonstrated and that's a necessary condition for getting to the moon.",
  "conv_cues": "massage",
  "direction": "NOT_HAPPEN",
  "timeframe": "Indeterminate",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Starship V3 inaugural flight",
      "source": "deep_research_enriched",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://spaceeyenews.com/spacex-2026-starship-milestones-moon-mars-refueling/",
      "expected_date": "2026-04-30",
      "miss_emitted_at": "2026-05-08T22:15:34.476563+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "SpaceX flight log shows V3 vehicle launching from Starbase; FAA airspace closure NOTAM confirms launch attempt window"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-06-11",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-07-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Public confirmation of skipped 2026 Mars window",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.linos.ai/science/spacex-starship-mars-mission-delayed/",
      "expected_date": "2026-08-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Musk public statement or official SpaceX press release acknowledges abandonment of 2026 Mars launch window in favor of 2028-29 transfer window"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2026-09-03",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Full-scale Starship-to-Starship orbital refueling demonstration attempted",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://en.wikipedia.org/wiki/Starship_Propellant_Transfer_Demonstration",
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Two separate Starships rendezvous in LEO and execute propellant transfer >5 metric tons; SpaceX livestream and FAA mishap reports document attempt success or failure"
    },
    {
      "kind": "event",
      "label": "Elon's stated orbital refueling and Mars/Moon timelines will slip.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "246_014",
      "expected_date": "2026-10-15",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Artemis HLS lunar lander schedule slip announcement",
      "source": "deep_research_enriched",
      "status":
... (truncated)