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
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
Poly Markets does 20% chance or loss on Q2 on Gro 5 now.
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
- 2026-06-30 → 2026-07-05pendingPolymarket 'Grok 5 by Q2 2026' market resolvesHow: 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%
- 2026-04-15 → 2026-09-30pendingGrok 5 model card, weights, or API access publicly availableHow: 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 pressSource: https://www.lines.com/prediction-markets/tech/grok-5-released-byconf 55%
- 2026-05-01 → 2026-09-30pendingxAI provides updated guidance on Grok 5 launch windowHow: 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 outletSource: https://felloai.com/all-we-know-so-far-about-grok-5/conf 85%
- 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 3Source: https://overchat.ai/ai-hub/grok-5-release-dateconf 60%
- 2026-06-01 → 2027-01-31pendingCascade: Grok 5 launch triggers >5% intraday spike in NVDA / xAI competitor stocksHow: 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 notesSource: https://primeaicenter.com/grok-5-agi-review/conf 25%
- 2026-09-01 → 2027-06-30pendingCascade: xAI valuation re-marks above $300B post Grok 5 launchHow: xAI completes funding round or secondary at >=$300B valuation, with Grok 5 cited as driver; sourced from Bloomberg / WSJ / ReutersSource: https://felloai.com/all-we-know-so-far-about-grok-5/conf 30%
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 |
|---|---|---|---|---|---|
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.500 | 0.050 | -0.057 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.500 | 0.050 | -0.050 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.500 | 0.050 | -0.042 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.500 | 0.050 | -0.037 |
| killer | TK14 Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | 20.0% | 0.050 | 0.500 | -0.025 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 231_013 Math is cooked (will be solved), physics cooked, biology cha — Alex Wissner-Gross | 35.4% | 0.620 | 0.050 | -0.062 |
| prereq | 241_043 ASI will arrive within 2 years to 5 years to this next decad — Peter Diamandis | 35.9% | 0.650 | 0.050 | -0.054 |
| prereq | CMQ_002 By 2028, AI systems will reach 'independent researcher' leve — Sam Altman | 31.4% | 0.550 | 0.050 | -0.051 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.045 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | -0.028 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (7)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 241_043 | ASI will arrive within 2 years to 5 years to this next decade | AI | — |
| prereq | 231_013 | Math is cooked (will be solved), physics cooked, biology char broiled. | AI | — |
| prereq | CMQ_002 | By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention. | AI | — |
Linked documents (10)
Raw metadata
{
"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",
"status": "hit",
"weight": 0.5,
"ordinal": -4,
"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.",
"status": "hit",
"weight": 0.5,
"ordinal": -3,
"source_id": "SEM_008",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
"status": "hit",
"weight": 0.5,
"ordinal": -2,
"source_id": "SEM_042",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Recursive self-improvement is already happening now (no longer three years out)",
"status": "hit",
"weight": 0.5,
"ordinal": -1,
"source_id": "238_009",
"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
},
{
"kind": "llm_pre_event",
"label": "Polymarket 'Grok 5 by Q2 2026' market resolves",
"source": "https://polymarket.com/event/grok-5-released-by",
"status": "pending",
"weight": 0.4,
"ordinal": 1,
"source_id": null,
"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)