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246_048predictionAIAI-timing

Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.

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
39.0%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run. | It may actually be uneconomically expensive to run in which case even if it has extraordinary capabilities maybe many people will choose not to run it.

Watch events: Anthropic ARR updates quarterly; potential Oct 2026 IPO

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
It may actually be uneconomically expensive to run in which case even if it has extraordinary capabilities maybe many people will choose not to run it.

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

3 prob_history rows
0%25%50%75%100%prior 45%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 39.0%

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: 5 fired ✓
  1. 2026-05-01 → 2026-12-31pendingAnthropic publishes Mythos pricing per million tokens that is 4-6x Opus 4.7 ($5/$25)
    How: Anthropic API pricing page (platform.claude.com/docs/about-claude/pricing) lists Mythos at input/output rates in the $20-$30 / $100-$150 per MTok range, i.e. ~5x Opus 4.7.
    Source: https://platform.claude.com/docs/en/about-claude/pricingconf 65%
  2. 2026-05-01 → 2026-12-31pendingMythos availability gated to paid Anthropic Max/Enterprise tiers only
    How: Anthropic announces Mythos available exclusively to enterprise/Max plan or via API allowlist; not surfaced in free Claude.ai or default consumer tier.
    Source: https://www.anthropic.com/claude/opusconf 55%
  3. 2026-05-01 → 2026-12-31pendingAt least 1 published benchmark shows Mythos >=10% above Opus 4.7 on agentic eval
    How: SWE-Bench, OSWorld, GPQA-Diamond, or similar agentic/research benchmark shows Mythos at least 10 percentage points above Opus 4.7, validating capability premium.
    Source: https://www.finout.io/blog/claude-opus-4.7-pricing-the-real-cost-story-behind-the-unchanged-price-tagconf 55%
  4. 2026-09-01 → 2027-09-30pendingMythos token volume across Anthropic API stays below 10% of total Opus token spend
    How: Anthropic earnings/revenue disclosure or analyst report (The Information, Sacra) shows Mythos contributing under 10% of Opus-tier inference token volume despite availability.
    Source: https://www.cloudzero.com/blog/claude-opus-4-7-pricing/conf 55%
  5. 2026-09-01 → 2027-12-31pendingAnthropic launches a 'Mythos-distilled' Sonnet variant at lower cost
    How: Anthropic ships a distilled/compressed model derived from Mythos at Sonnet-tier pricing ($3/$15 or below), confirming high cost is the gating factor.
    Source: https://www.aipricing.guru/anthropic-pricing/conf 60%
  6. 2026-09-01 → 2028-06-30pendingCascade: OpenAI/Google launch comparable ultra-premium tier mirroring Mythos economics
    How: OpenAI (GPT-Pro/o-line) or Google (Gemini Ultra-Premium) introduces a similarly-positioned model 4-6x more expensive than its current flagship within the post-Mythos timeframe.
    Source: https://pricepertoken.com/pricing-page/model/anthropic-claude-opus-4.7conf 45%

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: 39%)

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
LBP2026-05-03T02:00:01Z39.0%-1.3pp
Network propagation: 40.4% → 39.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z40.4%-1.8pp
Network propagation: 42.2% → 40.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.2%-2.8pp
Network propagation: 45.0% → 42.2%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.4500.050-0.074
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.4500.050-0.049
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.043
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.4500.050-0.036
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.4500.050-0.031

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%0.6200.050-0.088
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.081
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.077
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.074
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.058

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
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 (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.658github_releaseanthropics/anthropic-sdk-python v0.95.0mentionspending2026-04-14
0.639gdeltanthropic s mythos forces a rethink of vulnerability managementmentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "5x more expensive than Opus",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "SPECULATION",
  "role": "Host",
  "caveats": "Even if released",
  "context": "It may actually be uneconomically expensive to run in which case even if it has extraordinary capabilities maybe many people will choose not to run it. We just don't know yet.",
  "to_year": 2026,
  "verbatim": "It may actually be uneconomically expensive to run in which case even if it has extraordinary capabilities maybe many people will choose not to run it.",
  "conv_cues": "may; maybe",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term",
  "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": -5,
      "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": -4,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "234_012",
      "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": "Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "246_048",
      "expected_date": "2026-06-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Anthropic publishes Mythos pricing per million tokens that is 4-6x Opus 4.7 ($5/$25)",
      "source": "https://platform.claude.com/docs/en/about-claude/pricing",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2026-08-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Anthropic API pricing page (platform.claude.com/docs/about-claude/pricing) lists Mythos at input/output rates in the $20-$30 / $100-$150 per MTok range, i.e. ~5x Opus 4.7."
    },
    {
      "kind": "llm_pre_event",
      "label": "Mythos availability gated to paid Anthropic Max/Enterprise tiers only",
      "source": "https://www.anthropic.com/claude/opus",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-08-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Anthropic announces Mythos available exclusively to enterprise/Max plan or via API allowlist; not surfaced in free Claude.ai or default consumer tier."
    },
    {
      "kind": "llm_pre_event",
   
... (truncated)