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246_021predictionAIAI-scaling

GPT-5.5 Spud will be released imminently (within days).

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

Prior probability
45.0%
Current probability
38.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-08-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

GPT-5.5 Spud will be released imminently (within days). | I hear rumors that it it could be within a day or two. I I don't know but imminent.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
I hear rumors that it it could be within a day or two. I I don't know but imminent.

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

3 prob_history rows
0%25%50%75%100%prior 45%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.1%

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: 8 fired ✓
  1. 2026-04-23hitOpenAI releases GPT-5.5 'Spud'
    How: OpenAI publicly releases model branded GPT-5.5 with availability in ChatGPT/API
    Source: https://openai.com/index/introducing-gpt-5-5/conf 99%
    Notes: HIT — exact match. 'Spud' codename confirmed in Axios/Wikipedia.
  2. 2026-04-23hitAxios reports OpenAI 'Spud' codename leak ahead of release
    How: Major tech press references 'Spud' as internal OpenAI codename for GPT-5.5
    Source: https://www.axios.com/2026/04/23/openai-releases-spud-gpt-modelconf 95%
    Notes: HIT — Axios confirmed 'Spud' branding. Threads/community discussion validates the codename.
  3. 2026-04-23hitGPT-5.5 system card + Deployment Safety Hub published
    How: OpenAI publishes system card with safety/preparedness evaluation for GPT-5.5
    Source: https://deploymentsafety.openai.com/gpt-5-5conf 95%
    Notes: HIT — full evaluation suite published with red-team disclosure for cyber/bio capabilities.
  4. 2026-04-24hitGPT-5.5 Pro available in API (April 24, 2026)
    How: OpenAI confirms GPT-5.5 Pro tier available via API to Pro/Business/Enterprise
    Source: https://9to5google.com/2026/04/23/openai-releases-gpt-5-5/conf 95%
    Notes: HIT — Pro tier API rollout 1 day after consumer release.
  5. 2026-05-01 → 2026-09-30pendingGPT-5.5 DAU/cost ratio enables broad adoption (>=10x developer activity vs 5.4)
    How: OpenAI dev activity / OpenRouter / Tokens-per-day metrics show 10x+ usage on GPT-5.5 within 4 months
    Source: OpenAI usage reports, OpenRouter rankingsconf 55%
    Notes: Cascade — measures whether 'imminent release' produced the predicted developer migration.

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: 38%)

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
LBP2026-05-03T02:00:01Z38.1%-1.6pp
Network propagation: 39.7% → 38.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z39.7%-2.1pp
Network propagation: 41.9% → 39.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z41.9%-3.1pp
Network propagation: 45.0% → 41.9%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.450-0.071
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.4500.050-0.063
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.4500.050-0.062
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.450-0.051
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.034

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.110
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.108
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.088
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.074
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.063

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_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.755manifoldGPT 5.6 release date?mentionspending2026-05-16
0.728manifoldGPT 5.6 released by…?mentionspending2026-05-18
0.631manifoldGoog 380 by end of week?55%mentionspending2026-04-29
0.623manifoldClaude 5 released by End of September 2026?78%mentionspending2026-05-18
0.579manifoldWill Claude Sonnet 4.8 be released before May 24?30%mentionspending2026-05-02
0.577manifoldWhen will Witchbrook be released?mentionspending2026-05-01
0.564manifoldWill my dahlia tuber sprout?63%mentionspending2026-05-11
0.561manifoldWill I’ll from steam will come out before ps6?mentionspending2026-05-10
0.560polymarketSpread: Pittsburgh Pirates (-1.5)53%mentionspending2026-05-11
0.555polymarketPittsburgh Pirates vs. Atlanta Braves: O/U 8.549%mentionspending2026-06-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "1-2 days",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "FORECAST",
  "role": "Host",
  "context": "Would you have any idea when spud is going to be released?... I hear rumors that it it could be within a day or two.",
  "to_year": 2026,
  "verbatim": "I hear rumors that it it could be within a day or two. I I don't know but imminent.",
  "conv_cues": "rumors; I don't know but imminent",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Within days of 2026-04-11",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI releases GPT-5.5 'Spud'",
      "notes": "HIT — exact match. 'Spud' codename confirmed in Axios/Wikipedia.",
      "source": "https://openai.com/index/introducing-gpt-5-5/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/index/introducing-gpt-5-5/",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly releases model branded GPT-5.5 with availability in ChatGPT/API"
    },
    {
      "kind": "llm_pre_event",
      "label": "Axios reports OpenAI 'Spud' codename leak ahead of release",
      "notes": "HIT — Axios confirmed 'Spud' branding. Threads/community discussion validates the codename.",
      "source": "https://www.axios.com/2026/04/23/openai-releases-spud-gpt-model",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.axios.com/2026/04/23/openai-releases-spud-gpt-model",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "research_origin": "deep_research",
      "measurement_criterion": "Major tech press references 'Spud' as internal OpenAI codename for GPT-5.5"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 system card + Deployment Safety Hub published",
      "notes": "HIT — full evaluation suite published with red-team disclosure for cyber/bio capabilities.",
      "source": "https://deploymentsafety.openai.com/gpt-5-5",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://deploymentsafety.openai.com/gpt-5-5",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publishes system card with safety/preparedness evaluation for GPT-5.5"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 Pro available in API (April 24, 2026)",
      "notes": "HIT — Pro tier API rollout 1 day after consumer release.",
      "source": "https://9to5google.com/2026/04/23/openai-releases-gpt-5-5/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://9to5google.com/2026/04/23/openai-releases-gpt-5-5/",
      "expected_date": "2026-04-24",
      "observed_date": "2026-04-24",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI confirms GPT-5.5 Pro tier available via API to Pro/Business/Enterprise"
    },
    {
      "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": -4,
      "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": -3,
      "source_id": "SEM_027",
      "expected_date": "2026-04-
... (truncated)