← Cockpit
246_023predictionAIAI-timing

Grok 5 release ~20% probability for Q2 2026 per PolyMarket.

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

Prior probability
50.0%
Current probability
43.5%
evolves via intake + LBP
Conviction
3/5
Signal quality
D
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
7 / 5
Tickers exposed
33

Prediction text

Grok 5 release ~20% probability for Q2 2026 per PolyMarket. | Poly Markets does 20% chance or loss on Q2 on Gro 5 now.

Watch events: Grok 5 launch (Q2 2026 consensus)

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
Poly Markets does 20% chance or loss on Q2 on Gro 5 now.

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

3 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 43.5%

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: 4 fired ✓
  1. 2026-06-30 → 2026-07-05pendingPolymarket 'Grok 5 by Q2 2026' market resolves
    How: Polymarket Grok-5-released-by-June-30 market officially resolves YES or NO; current pricing ~12% as of late April 2026 (down from 68% open and well below the 20% reading the predictor cited)
    Source: https://polymarket.com/event/grok-5-released-byconf 95%
  2. 2026-04-15 → 2026-09-30pendingGrok 5 model card, weights, or API access publicly available
    How: xAI publishes Grok 5 model card on x.ai/blog, makes available via X Premium / xAI API / open weights; confirmed by xAI announcement and tested by independent press
    Source: https://www.lines.com/prediction-markets/tech/grok-5-released-byconf 55%
  3. 2026-05-01 → 2026-09-30pendingxAI provides updated guidance on Grok 5 launch window
    How: Elon Musk, xAI official channel, or xAI funding-round update gives revised public timeline for Grok 5 release (e.g., 'Q3 2026', 'September 2026', 'before end of year'); recorded in major outlet
    Source: https://felloai.com/all-we-know-so-far-about-grok-5/conf 85%
  4. 2026-06-01 → 2026-12-31pendingGrok 5 benchmark performance disclosed (HLE, MMLU-Pro, GPQA, ARC-AGI)
    How: xAI, Artificial Analysis, or Epoch AI publishes benchmark scores for Grok 5 on at least 3 of {HLE, MMLU-Pro, GPQA-Diamond, ARC-AGI, SWE-bench Verified}; required to assess vs GPT-5/Claude 4.7/Gemini 3
    Source: https://overchat.ai/ai-hub/grok-5-release-dateconf 60%
  5. 2026-06-01 → 2027-01-31pendingCascade: Grok 5 launch triggers >5% intraday spike in NVDA / xAI competitor stocks
    How: On Grok 5 public-launch day, NVDA, MSFT, GOOGL, or META has >5% intraday spike or drop directly attributed to Grok 5 in major analyst notes
    Source: https://primeaicenter.com/grok-5-agi-review/conf 25%
  6. 2026-09-01 → 2027-06-30pendingCascade: xAI valuation re-marks above $300B post Grok 5 launch
    How: xAI completes funding round or secondary at >=$300B valuation, with Grok 5 cited as driver; sourced from Bloomberg / WSJ / Reuters
    Source: https://felloai.com/all-we-know-so-far-about-grok-5/conf 30%

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: 43%)

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
LBP2026-05-03T02:00:01Z43.5%-1.4pp
Network propagation: 44.8% → 43.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.0pp
Network propagation: 46.8% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.8%-3.2pp
Network propagation: 50.0% → 46.8%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.057
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.050
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.042
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5000.050-0.037
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500-0.025

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.062
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.054
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.051
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.045
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.028

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.708manifoldWill Polymarket IPO on December 30, 2026?8%mentionspending2026-05-12
0.677polymarketWill Elon Musk post 2000+ tweets in May 2026?0%mentionspending2026-03-24
0.676polymarketWill Elon Musk post 0-19 tweets from April 28 to May 5, 2026?0%mentionspending2026-04-25
0.675polymarketWill Elon Musk post 20-39 tweets from April 28 to May 5, 2026?0%mentionspending2026-04-25
0.673polymarketWill Elon Musk post 20-39 tweets from May 5 to May 12, 2026?0%mentionspending2026-05-02
0.673polymarketWill Elon Musk post 0-19 tweets from May 5 to May 12, 2026?0%mentionspending2026-05-02
0.671polymarketWill Elon Musk post 200-219 tweets from April 28 to May 5, 2026?1%mentionspending2026-04-25
0.670polymarketWill Elon Musk post 180-199 tweets from April 28 to May 5, 2026?5%mentionspending2026-04-25
0.670polymarketWill Elon Musk post 260-279 tweets from April 28 to May 5, 2026?0%mentionspending2026-04-25
0.669polymarketWill Elon Musk post 40-59 tweets from April 28 to May 5, 2026?0%mentionspending2026-04-25

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "20% probability",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "context": "where the hell is Grock 5? You know, it's supposed to be out Q1 and now it's >> Poly Markets does 20% chance or loss on Q2 on Gro 5 now.",
  "to_year": 2026,
  "cited_by": "Dave Blundin",
  "verbatim": "Poly Markets does 20% chance or loss on Q2 on Gro 5 now.",
  "conv_cues": "20% chance",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "Q2 2026",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
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      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
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      "expected_date": "2026-04-29",
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      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
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      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "Grok 5 release ~20% probability for Q2 2026 per PolyMarket.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "246_023",
      "expected_date": "2026-06-13",
      "observed_date": null
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    {
      "kind": "llm_pre_event",
      "label": "Polymarket 'Grok 5 by Q2 2026' market resolves",
      "source": "https://polymarket.com/event/grok-5-released-by",
      "status": "pending",
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      "confidence": 0.95,
      "expected_date": "2026-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-07-05",
        "from": "2026-06-30"
      },
      "measurement_criterion": "Polymarket Grok-5-released-by-June-30 market officially resolves YES or NO; current pricing ~12% as of late April 2026 (down from 68% open and well below the 20% reading the predictor cited)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Grok 5 model card, weights, or API access publicly available",
      "source": "https://www.lines.com/prediction-markets/tech/grok-5-released-by",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-07-08",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-04-15"
      },
      "measurement_criterion": "xAI publishes Grok 5 model card on x.ai/blog, makes available via X Premium / xAI API / open weights; confirmed by xAI announcement and tested by independent press"
    },
    {
      "kind": "llm_pre_event",
      "label": "xAI provides updated guidance on Grok 5 launch window",
      "source": "https://felloai.com/all-we-know-so-far-about-grok-5/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 3,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2026-07-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-05-01"
      },
      "me
... (truncated)