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246_034predictionAIAI-timing

Thousands of Medev-like one-person unicorns will be created, following power law.

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

Prior probability
45.0%
Current probability
35.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
4 / 0
Tickers exposed
33

Prediction text

Thousands of Medev-like one-person unicorns will be created, following power law. | they'll f follow some sort of power law distribution so if there are indeed thousands of companies to be built like Medv they're going to millions of smaller businesses.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
they'll f follow some sort of power law distribution so if there are indeed thousands of companies to be built like Medv they're going to millions of smaller businesses.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
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

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 45%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 35.1%

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: 1 fired ✓ · 5 pending
  1. 2026-04-01hitMedvi proves micro-team unicorn template ($401M Y1 revenue, $1.8B run-rate, ~2 FTE)
    How: First named example of micro-team company with unicorn-class economics — anchor for power-law thesis
    Source: deep_research_enrichedconf 90%
  2. 2026-10-23pendingQ1 window check-in (25%)
  3. 2026-09-01 → 2027-09-30pendingCohort accumulation — at least 10 named micro-team (<=5 FTE) companies cross $50M ARR
    How: Independent press / pitchdeck disclosure documents at least 10 distinct sub-5-FTE companies with >=$50M ARR; consistent with power-law tail beginning to populate
    Source: deep_research_enrichedconf 55%
  4. 2027-04-18pendingQ2 window check-in (50%)
  5. 2027-10-11pendingQ3 window check-in (75%)
  6. 2027-06-01 → 2028-12-31pendingCohort scaling — 100+ named micro-team companies cross $10M ARR (millions-of-small-businesses signal)
    How: Public datasets (Stripe Atlas / SaaStr / pitchdeck reports) show >=100 micro-team companies at >=$10M ARR; YC / Sequoia portfolio mix tilts toward solo-founders
    Source: deep_research_enrichedconf 45%
  7. 2027-09-01 → 2029-03-31pendingPower-law tail formalized — at least 1 micro-team company crosses $10B valuation, multiple at $1B
    How: Mainstream venture press confirms cohort with >=1 sub-5-FTE company at $10B post-money and >=5 at $1B+; Pareto distribution evident
    Source: deep_research_enrichedconf 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: 35%)

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
LBP2026-05-10T02:00:02Z35.1%-1.8pp
Network propagation: 36.9% → 35.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.9%-3.7pp
Network propagation: 40.6% → 36.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z40.6%-1.5pp
Network propagation: 42.1% → 40.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.1%-2.9pp
Network propagation: 45.0% → 42.1%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.4500.050-0.161
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.059
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.450+0.039
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.450+0.019

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (4)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (8)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.595arxivMagic Relations and Critical Varieties of Feynman Integralsmentionspending2026-05-28
0.569arxivNon-abelian field cohomology, its relation with spontaneous symmetry breaking and Morse's Theoremmentionspending2026-05-07
0.551arxivDouble twist knots and lattice pathsmentionspending2026-05-04
0.550arxivCausal self-dual nonlinear electrodynamics from the Born-Infeld theorymentionspending2026-05-07
0.543arxivEmergent Closed Universes in Symmetric Orbifold CFTsmentionspending2026-06-03
0.542arxivStable Magnetic Lorentz-Violating Vacua in Gauge-Invariant Nonlinear Electrodynamicsmentionspending2026-05-05
0.538arxivMass-Flow Invariance of $Q$-Cohomology in BMN Matrix Quantum Mechanicsmentionspending2026-06-03
0.527arxivHalf-Spacetime Gauging of 2-Group Symmetry in 3dmentionspending2026-05-07

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "Thousands of unicorns, millions of small businesses",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "they'll f follow some sort of power law distribution so if there are indeed thousands of companies to be built like Medv they're going to millions of smaller businesses.",
  "verbatim": "they'll f follow some sort of power law distribution so if there are indeed thousands of companies to be built like Medv they're going to millions of smaller businesses.",
  "conv_cues": "tend to think",
  "direction": "NUMERIC_TARGET",
  "timeframe": "Near-term",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Medvi proves micro-team unicorn template ($401M Y1 revenue, $1.8B run-rate, ~2 FTE)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.pymnts.com/artificial-intelligence-2/2026/the-one-person-billion-dollar-company-is-here/",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "First named example of micro-team company with unicorn-class economics — anchor for power-law thesis"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-10-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Cohort accumulation — at least 10 named micro-team (<=5 FTE) companies cross $50M ARR",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://horasis.org/will-2026-be-the-year-a-billion-dollar-company-is-built-with-just-one-employee/",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Independent press / pitchdeck disclosure documents at least 10 distinct sub-5-FTE companies with >=$50M ARR; consistent with power-law tail beginning to populate"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2027-04-18",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2027-10-11",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Cohort scaling — 100+ named micro-team companies cross $10M ARR (millions-of-small-businesses signal)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.humai.blog/one-person-billion-dollar-business-how-ai-agents-are-making-the-solo-unicorn-a-real-possibility/",
      "expected_date": "2028-03-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Public datasets (Stripe Atlas / SaaStr / pitchdeck reports) show >=100 micro-team companies at >=$10M ARR; YC / Sequoia portfolio mix tilts toward solo-founders"
    },
    {
      "kind": "event",
      "label": "Thousands of Medev-like one-person unicorns will be created, following power law.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "246_034",
      
... (truncated)