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
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
I hear rumors that it it could be within a day or two. I I don't know but imminent.
Predictor: Alex Wissner-Gross
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-04-23hitOpenAI releases GPT-5.5 'Spud'How: OpenAI publicly releases model branded GPT-5.5 with availability in ChatGPT/APISource: https://openai.com/index/introducing-gpt-5-5/conf 99%Notes: HIT — exact match. 'Spud' codename confirmed in Axios/Wikipedia.
- 2026-04-23hitAxios reports OpenAI 'Spud' codename leak ahead of releaseHow: Major tech press references 'Spud' as internal OpenAI codename for GPT-5.5Source: 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.
- 2026-04-23hitGPT-5.5 system card + Deployment Safety Hub publishedHow: OpenAI publishes system card with safety/preparedness evaluation for GPT-5.5Source: https://deploymentsafety.openai.com/gpt-5-5conf 95%Notes: HIT — full evaluation suite published with red-team disclosure for cyber/bio capabilities.
- 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/EnterpriseSource: https://9to5google.com/2026/04/23/openai-releases-gpt-5-5/conf 95%Notes: HIT — Pro tier API rollout 1 day after consumer release.
- 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 monthsSource: OpenAI usage reports, OpenRouter rankingsconf 55%Notes: Cascade — measures whether 'imminent release' produced the predicted developer migration.
What if this resolves?
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Evidence chain
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.450 | -0.071 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.450 | 0.050 | -0.063 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.450 | 0.050 | -0.062 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.450 | -0.051 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.450 | 0.050 | -0.034 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | -0.110 |
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | -0.108 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | -0.088 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.074 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | -0.063 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.755 | manifold | GPT 5.6 release date? | — | mentions | pending | 2026-05-16 |
| 0.728 | manifold | GPT 5.6 released by…? | — | mentions | pending | 2026-05-18 |
| 0.631 | manifold | Goog 380 by end of week? | 55% | mentions | pending | 2026-04-29 |
| 0.623 | manifold | Claude 5 released by End of September 2026? | 78% | mentions | pending | 2026-05-18 |
| 0.579 | manifold | Will Claude Sonnet 4.8 be released before May 24? | 30% | mentions | pending | 2026-05-02 |
| 0.577 | manifold | When will Witchbrook be released? | — | mentions | pending | 2026-05-01 |
| 0.564 | manifold | Will my dahlia tuber sprout? | 63% | mentions | pending | 2026-05-11 |
| 0.561 | manifold | Will I’ll from steam will come out before ps6? | — | mentions | pending | 2026-05-10 |
| 0.560 | polymarket | Spread: Pittsburgh Pirates (-1.5) | 53% | mentions | pending | 2026-05-11 |
| 0.555 | polymarket | Pittsburgh Pirates vs. Atlanta Braves: O/U 8.5 | 49% | mentions | pending | 2026-06-04 |
Raw metadata
{
"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)