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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 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%
- 2026-05-01 → 2026-12-31pendingMythos availability gated to paid Anthropic Max/Enterprise tiers onlyHow: 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%
- 2026-05-01 → 2026-12-31pendingAt least 1 published benchmark shows Mythos >=10% above Opus 4.7 on agentic evalHow: 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%
- 2026-09-01 → 2027-09-30pendingMythos token volume across Anthropic API stays below 10% of total Opus token spendHow: 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%
- 2026-09-01 → 2027-12-31pendingAnthropic launches a 'Mythos-distilled' Sonnet variant at lower costHow: 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%
- 2026-09-01 → 2028-06-30pendingCascade: OpenAI/Google launch comparable ultra-premium tier mirroring Mythos economicsHow: 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?
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 | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.450 | 0.050 | -0.074 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.450 | 0.050 | -0.049 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.450 | 0.050 | -0.043 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.450 | 0.050 | -0.036 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.450 | 0.050 | -0.031 |
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 | -0.088 |
| prereq | 241_043 ASI will arrive within 2 years to 5 years to this next decad — Peter Diamandis | 35.9% | 0.650 | 0.050 | -0.081 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.077 |
| prereq | CMQ_002 By 2028, AI systems will reach 'independent researcher' leve — Sam Altman | 31.4% | 0.550 | 0.050 | -0.074 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | -0.058 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| 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_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.658 | github_release | anthropics/anthropic-sdk-python v0.95.0 | — | mentions | pending | 2026-04-14 |
| 0.639 | gdelt | anthropic s mythos forces a rethink of vulnerability management | — | mentions | pending | 2026-04-30 |
Raw metadata
{
"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": [
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"kind": "prereq",
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{
"kind": "event",
"label": "Anthropic Mythos is ~5x more expensive than Opus, likely won't be widely run.",
"status": "pending",
"weight": 1,
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"source_id": "246_048",
"expected_date": "2026-06-17",
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},
{
"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",
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},
"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",
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},
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},
{
"kind": "llm_pre_event",
... (truncated)