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246_020predictionGeopoliticsorbital-AI

China will land on moon by 2030 (credible competitive mission).

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

Prior probability
50.0%
Current probability
31.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2030-01-01 – 2030-10-31
Edges in / out
20 / 2
Tickers exposed
30

Prediction text

China will land on moon by 2030 (credible competitive mission). | China does have a credible uh competitive mission to the moon to land there by 2030.

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"
China does have a credible uh competitive mission to the moon to land there by 2030.

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

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 = 31.7%

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 ✓ · 10 pending
  1. 2026-12-01 → 2027-09-30pendingLong March 10 first uncrewed orbital flight test
    How: CMSA / CASC press release confirming first orbital test flight of LM-10 (single-core variant); NASASpaceflight or SCMP coverage with launch date and outcome
    Source: https://en.wikipedia.org/wiki/Long_March_10conf 65%
  2. 2027-01-01 → 2027-12-31pendingLanyue lander integrated full-system landing/takeoff test
    How: CASC announcement of completed integrated landing-and-ascent test for Lanyue lander (beyond the 2025 component-level verification)
    Source: https://english.news.cn/20251030/591a588b136b47c2b5dfd235f9250334/c.htmlconf 60%
  3. 2028-01-01 → 2029-06-30pendingMengzhou crewed spacecraft uncrewed flight test in lunar transfer orbit
    How: Successful Mengzhou launch on Long March 10, beyond LEO trajectory toward Moon, recovery confirmed by CMSA
    Source: https://en.wikipedia.org/wiki/Chinese_Lunar_Exploration_Programconf 55%
  4. 2028-06-01 → 2029-12-31pendingFull uncrewed Mengzhou-Lanyue lunar dress rehearsal mission
    How: End-to-end uncrewed rehearsal: Mengzhou + Lanyue launched, lunar orbit rendezvous, robotic descent and ascent, return to Earth
    Source: https://www.rand.org/pubs/commentary/2025/11/china-is-going-to-the-moon-by-2030-heres-whats-known.htmlconf 50%
  5. 2029-06-01 → 2030-06-30pendingTwo LM-10 launches within 6 weeks (crew + lander) demonstrating dual-launch cadence
    How: China demonstrates the architecturally required dual-launch profile (crew vehicle + lander on separate LM-10 cores within a narrow window) on real or rehearsal mission
    Source: https://en.wikipedia.org/wiki/Lanyueconf 45%
  6. 2030-08-01 → 2031-12-31pendingIf landing succeeds: China publishes ILRS construction plan for 2031-2035 phase
    How: CNSA / CMSA roadmap document or press release tying 2030 landing to International Lunar Research Station basic-station construction milestones
    Source: https://en.wikipedia.org/wiki/Chinese_Lunar_Exploration_Programconf 55%

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: 32%)

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
LBP2026-05-10T02:00:02Z31.7%-1.2pp
Network propagation: 32.9% → 31.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z32.9%-2.5pp
Network propagation: 35.4% → 32.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.4%-4.7pp
Network propagation: 40.1% → 35.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z40.1%-9.9pp
Network propagation: 50.0% → 40.1%
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
prereq248_037
State data-center moratoriums will accelerate Dyson-swarm / Alex Wissner-Gross
10.2%0.5000.050-0.175
prereq248_019
US data center moratoriums will push AI compute out to LEO /Alex Wissner-Gross
11.9%0.5000.050-0.152
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.500+0.147
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.500+0.129
prereqSEM_044
Blue Origin will land cargo at Shackleton Crater before SpacPeter Diamandis
32.2%0.5000.050-0.119

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_040
Earth-scale Dyson swarm in solar synchronous orbit will be bAlex Wissner-Gross
26.2%0.4500.050-0.090
prereq232_049
Dyson swarm of AI orbital data centers will be built by disaAlex Wissner-Gross
19.0%0.3000.050-0.065

Ticker exposure

30 ticker(s) linked

Beneficiaries (22)

PLBKSYTSEMLUNRSKYTMRCYNNEGSATRKLBASTSIRDMAMZNBABAESYIFNNYLHXLMTMCHPNOCSTMTDGTXN

Adverse (3)

DISHVSATSES

Prerequisites (20)

Predictions that must hit first
TypePredTitleDomainLag
prereq240_027SpaceX and xAI will merge and go public in the next couple of monthsMarkets/Stocks
prereq248_003SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.Space
prereq246_001SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.Markets/Stocks
prereq237_028Abundance Summit will live-stream Eric Schmidt, Uber CEO Dara Khosrowshahi, and a WTF Moonshot podcast this year.Media/Ads
prereq246_008Elon Musk will merge SpaceX and XAI (with Tesla) within a year (Peter's view).Markets/Stocks
prereq231_035SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.Space
prereq246_012Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).Space
prereq246_013Artemis 4 crewed moon landing mission to south pole in early 2028.Space
prereq248_004Launching 40,000 V3 Starlinks requires only 3 Starship launches per week over 3 years.Space
prereq248_019US data center moratoriums will push AI compute out to LEO / sun-synchronous orbit / Dyson swarm.Space
prereq232_051Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.Space
prereq248_041Maine data center moratorium gives other states / Elon time to move compute to orbit.Space
prereq237_026The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.AI
prereq248_037State data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.AI
prereq232_046SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.Space
prereq242_038Humans will land on the moon again in 2-3 years via StarshipSpace
prereq248_001Apple will soon pit Amazon (Global Star) against SpaceX Starlink as dual satellite vendors.Space
prereqSEM_044Blue Origin will land cargo at Shackleton Crater before SpaceX — validating lunar economy and resource extraction as immediate commercial priority.Space
killerTK15SpaceX Starship Catastrophic Failure
killerTK06China-Taiwan Military Conflict

Dependents (2)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_040Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.Space
prereq232_049Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.Space

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2030-12-31[Geopolitics 2030-12] ing metrics; BIS export-control actions [246_020] Starcloud Blackwell satellite (Oct 2026); Google Project Suncatcher demo satellite; FCC DC filingspending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.749manifoldWill China fly people to the moon before Chinese New Year 2028?36%mentionspending2026-06-05
0.659manifoldWho will launch the first crewed Mars flyby mission, USA or China?mentionspending2026-06-01
0.656manifoldChina vs Japan Conflict before 2027?mentionspending2026-04-29
0.649polymarketWill China invade Taiwan by September 30, 2026?3%mentionspending2026-03-17
0.646polymarketWill China invade Taiwan by end of 2026?7%mentionspending2025-07-24
0.645polymarketWill China invade Taiwan by June 30, 2026?2%mentionspending2025-12-17
0.632manifoldWill a rover from Earth land on the moon Ganymede by EOY 2046?77%mentionspending2026-05-02
0.619polymarketWill South Korea win the 2026 FIFA World Cup?0%mentionspending2025-07-02
0.617polymarketWill Trump visit China by April 30?0%mentionspending2025-11-26
0.615polymarketWill Uzbekistan win the 2026 FIFA World Cup?0%mentionspending2025-07-02

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "FORECAST",
  "role": "Host",
  "context": "China does have a credible uh competitive mission to the moon to land there by 2030.",
  "to_year": 2030,
  "verbatim": "China does have a credible uh competitive mission to the moon to land there by 2030.",
  "conv_cues": "credible",
  "direction": "HAPPEN",
  "from_year": 2030,
  "timeframe": "By 2030",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Abundance Summit will live-stream Eric Schmidt, Uber CEO Dara Khosrowshahi, and a WTF Moonshot podcast this year.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "237_028",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "237_026",
      "expected_date": "2026-06-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Long March 10 first uncrewed orbital flight test",
      "source": "https://en.wikipedia.org/wiki/Long_March_10",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.scmp.com/news/china/science/article/3307624/chinas-moon-shot-2030-crewed-lunar-mission-tests-pace-space-agency-says",
      "expected_date": "2027-05-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-12-01"
      },
      "measurement_criterion": "CMSA / CASC press release confirming first orbital test flight of LM-10 (single-core variant); NASASpaceflight or SCMP coverage with launch date and outcome"
    },
    {
      "kind": "prereq",
      "label": "Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "232_051",
      "expected_date": "2027-06-16",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Lanyue lander integrated full-system landing/takeoff test",
      "source": "https://english.news.cn/20251030/591a588b136b47c2b5dfd235f9250334/c.html",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://english.news.cn/20251030/591a588b136b47c2b5dfd235f9250334/c.html",
      "expected_date": "2027-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "CASC announcement of completed integrated landing-and-ascent test for Lanyue lander (beyond the 2025 component-level verification)"
    },
    {
      "kind": "prereq",
      "label": "SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "231_035",
      "expected_date": "2028-06-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Mengzhou crewed spacecraft uncrewed flight test in lunar transfer orbit",
      "source": "https://en.wikipedia.org/wiki/Chinese_Lunar_Exploration_Program",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2028-09-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-06-30",
        "from": "2028-01-01"
      },
      "measurement_criterion": "Successful Mengzhou launch on Long March 10, beyond LEO trajectory toward Moon, recovery confirmed by CMSA"
    },
    {
... (truncated)