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246_022predictionAIAI-scaling

Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%).

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

Prior probability
55.0%
Current probability
45.4%
evolves via intake + LBP
Conviction
4/5
Signal quality
D
Resolution
pending
Window
2026-01-01 – 2026-09-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Claude Mythos will NOT be released publicly near-term (PolyMarket ~7%). | And so the prediction market poly market came, you know, says now what like a 7% chance of it being released in the next... It came down to 20%... And then it came all the way down to like, no, they're not going to let it out the door.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
And so the prediction market poly market came, you know, says now what like a 7% chance of it being released in the next... It came down to 20%... And then it came all the way down to like, no, they're not going to let it out the door.

Predictor: PolyMarket

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from PolyMarket 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.4%

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: 6 fired ✓ · 1 pending
  1. 2026-04-07hitAnthropic confirms Mythos as government-only via Project Glasswing
    How: Anthropic publishes confirmation that Mythos is restricted to USG/trusted partners under Project Glasswing
    Source: https://cryptobriefing.com/anthropic-withholds-claude-mythos-sparking-ai-community-debate/conf 99%
  2. 2026-04-30hitPolymarket Mythos release-by-June-30 odds drop below 30%
    How: Polymarket 'Claude Mythos released by June 30 2026' market trades below 30% probability
    Source: https://polymarket.com/event/claude-mythos-released-byconf 95%
    Notes: HIT — Polymarket dropped to 26-28% per KuCoin/Claude Mythos Info reporting.
  3. 2026-05-01 → 2026-12-31pendingAnthropic discloses Pentagon/USG Mythos contract value
    How: Anthropic or DoD discloses contract size for Project Glasswing/Mythos (analogous to OpenAI $200M DoD deal)
    Source: DoD contract awards database; Anthropic pressconf 55%
  4. 2026-09-30pendingPolymarket Mythos public release odds remain below 20% by Q3 2026
    How: Polymarket aggregated odds for any public Mythos release by Sept 30 2026 settle below 20%
    Source: https://polymarket.com/event/claude-mythos-released-byconf 70%
  5. 2026-12-31pendingMythos remains gated through end of 2026
    How: No general consumer/API release of Claude Mythos (capability-equivalent or named) by Anthropic in 2026
    Source: Anthropic announcements; Polymarket settlementconf 65%

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: 45%)

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
LBP2026-05-10T02:00:02Z45.4%-1.1pp
Network propagation: 46.5% → 45.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.5%-2.0pp
Network propagation: 48.5% → 46.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.5%-2.6pp
Network propagation: 51.2% → 48.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.2%-3.8pp
Network propagation: 55.0% → 51.2%
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%0.0500.550-0.079
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5500.050-0.069
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.068
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.054
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.046

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.058
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.045
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.042
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.028
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.014

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
0.755manifoldWill Claude Mythos be released by the end of June 2026?52%mentionspending2026-06-06
0.754polymarketWill a Claude Mythos model be released by June 15, 2026?19%mentionspending2026-05-28
0.652manifoldAny new Claude Model Before May 16th?4%mentionspending2026-05-05
0.649manifoldWill Polymarket feature a market about Teamfight Tactics before 2028?43%mentionspending2026-05-24
0.648manifoldClaude 5 released by End of September 2026?78%mentionspending2026-05-18
0.646manifoldWill this market close between 60% - 70%61%mentionspending2026-05-07
0.637polymarketWill CD Real Tomayapo vs. Club ABB end in a draw?46%mentionspending2026-05-25
0.632polymarketWill Racing Club de Lens win on 2026-05-13?30%mentionspending2026-04-30
0.631polymarketTom Holland announced as next James Bond?0%mentionspending2025-08-04
0.630polymarketSpread: Cavaliers (-3.5)53%mentionspending2026-05-14

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "7% probability",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "caveats": "Market-based probability",
  "context": "prediction market poly market came, you know, says now what like a 7% chance of it being released in the next... no, they're not going to let it out the door.",
  "to_year": 2026,
  "cited_by": "Dave Blundin",
  "verbatim": "And so the prediction market poly market came, you know, says now what like a 7% chance of it being released in the next... It came down to 20%... And then it came all the way down to like, no, they're not going to let it out the door.",
  "conv_cues": "prediction market",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term (weeks)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Anthropic confirms Mythos as government-only via Project Glasswing",
      "source": "https://cryptobriefing.com/anthropic-withholds-claude-mythos-sparking-ai-community-debate/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://cryptobriefing.com/anthropic-withholds-claude-mythos-sparking-ai-community-debate/",
      "expected_date": "2026-04-07",
      "observed_date": "2026-04-07",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic publishes confirmation that Mythos is restricted to USG/trusted partners under Project Glasswing"
    },
    {
      "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": -6,
      "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": -5,
      "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": -4,
      "source_id": "SEM_014",
      "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": -3,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Polymarket Mythos release-by-June-30 odds drop below 30%",
      "notes": "HIT — Polymarket dropped to 26-28% per KuCoin/Claude Mythos Info reporting.",
      "source": "https://polymarket.com/event/claude-mythos-released-by",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://polymarket.com/event/claude-mythos-released-by",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Polymarket 'Claude Mythos released by June 30 2026' market trades below 30% probability"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -1,
      "source_id": "SEM_015",
      "expecte
... (truncated)