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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-04-07hitAnthropic confirms Mythos as government-only via Project GlasswingHow: Anthropic publishes confirmation that Mythos is restricted to USG/trusted partners under Project GlasswingSource: https://cryptobriefing.com/anthropic-withholds-claude-mythos-sparking-ai-community-debate/conf 99%
- 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% probabilitySource: https://polymarket.com/event/claude-mythos-released-byconf 95%Notes: HIT — Polymarket dropped to 26-28% per KuCoin/Claude Mythos Info reporting.
- 2026-05-01 → 2026-12-31pendingAnthropic discloses Pentagon/USG Mythos contract valueHow: Anthropic or DoD discloses contract size for Project Glasswing/Mythos (analogous to OpenAI $200M DoD deal)Source: DoD contract awards database; Anthropic pressconf 55%
- 2026-09-30pendingPolymarket Mythos public release odds remain below 20% by Q3 2026How: 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%
- 2026-12-31pendingMythos remains gated through end of 2026How: No general consumer/API release of Claude Mythos (capability-equivalent or named) by Anthropic in 2026Source: Anthropic announcements; Polymarket settlementconf 65%
What if this resolves?
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
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 | 0.550 | -0.079 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.550 | 0.050 | -0.069 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.550 | 0.050 | -0.068 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.550 | -0.054 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.046 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | -0.058 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | -0.045 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | -0.042 |
| 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 | -0.028 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | -0.014 |
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 | Will Claude Mythos be released by the end of June 2026? | 52% | mentions | pending | 2026-06-06 |
| 0.754 | polymarket | Will a Claude Mythos model be released by June 15, 2026? | 19% | mentions | pending | 2026-05-28 |
| 0.652 | manifold | Any new Claude Model Before May 16th? | 4% | mentions | pending | 2026-05-05 |
| 0.649 | manifold | Will Polymarket feature a market about Teamfight Tactics before 2028? | 43% | mentions | pending | 2026-05-24 |
| 0.648 | manifold | Claude 5 released by End of September 2026? | 78% | mentions | pending | 2026-05-18 |
| 0.646 | manifold | Will this market close between 60% - 70% | 61% | mentions | pending | 2026-05-07 |
| 0.637 | polymarket | Will CD Real Tomayapo vs. Club ABB end in a draw? | 46% | mentions | pending | 2026-05-25 |
| 0.632 | polymarket | Will Racing Club de Lens win on 2026-05-13? | 30% | mentions | pending | 2026-04-30 |
| 0.631 | polymarket | Tom Holland announced as next James Bond? | 0% | mentions | pending | 2025-08-04 |
| 0.630 | polymarket | Spread: Cavaliers (-3.5) | 53% | mentions | pending | 2026-05-14 |
Raw metadata
{
"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)