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247_015predictionMacro/Economyeconomy

Government will print UBI checks in next 2-5 years due to AI turbulence

Predictor: Peter Diamandis · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source

Prior probability
60.0%
Current probability
46.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2031-12-31
Edges in / out
12 / 4
Tickers exposed
31

Prediction text

Government will print UBI checks in next 2-5 years due to AI turbulence | I still believe that we're going to see turbulence in the next two to two to five years and it's going to be the government printing checks to give people sort of a UBI.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
I still believe that we're going to see turbulence in the next two to two to five years and it's going to be the government printing checks to give people sort of a UBI.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.1%

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: 5 fired ✓ · 6 pending
  1. 2026-08-30pendingWe are currently in AI hard takeoff
  2. 2026-06-01 → 2027-12-31pendingFirst US AI-displacement legislative bill formally introduced in Congress
    How: Bill explicitly tying federal cash transfers (UBI / UHI / negative income tax) to AI-displaced workers introduced in House or Senate — verifiable via Congress.gov bill tracker
    Source: llm_enrichedconf 55%
  3. 2026-09-01 → 2028-06-30pendingFirst state-level AI displacement payment program enacted
    How: Any US state passes legislation creating a guaranteed-income or recurring-payment program explicitly framed as response to AI-driven displacement — confirmed via state legislative records
    Source: llm_enrichedconf 45%
  4. 2026-06-01 → 2028-12-31pendingBLS or independent labor research confirms >100K AI-displacement layoffs in single quarter
    How: Challenger Gray, BLS Mass Layoff Statistics, or similar credible labor research shows >100K layoffs in single quarter cited specifically as AI-driven (already at ~30K/year per April 2026 reporting)
    Source: llm_enrichedconf 60%
  5. 2026-12-01 → 2029-12-31pendingUS unemployment rate exceeds 6% with non-cyclical characterization
    How: BLS U-3 unemployment rate exceeds 6.0% AND Fed/Treasury characterization in FOMC minutes or Treasury reports cites structural/AI-driven factor as primary cause
    Source: llm_enrichedconf 45%
  6. 2027-06-01 → 2031-12-31pendingFederal stimulus check or transfer program enacted >=$1,000 per adult
    How: US federal government enacts via legislation any cash-transfer program of >=$1,000/adult, framed even partially as AI-displacement or structural-employment response — primary resolution criterion
    Source: llm_enrichedconf 40%
  7. 2028-01-01 → 2032-12-31pendingAI-tax or compute-tax framework adopted federally to fund transfers
    How: Federal law enacted creating tax on AI compute, AI-generated revenue, or AI-firm equity that funds transfer payments — would significantly support prediction's mechanism
    Source: llm_enrichedconf 25%

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: 46%)

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
LBP2026-05-10T02:00:02Z46.1%-1.3pp
Network propagation: 47.4% → 46.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.4%-2.2pp
Network propagation: 49.6% → 47.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.6%-3.5pp
Network propagation: 53.1% → 49.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z53.1%-6.9pp
Network propagation: 60.0% → 53.1%
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
prereqSEM_040
Bitcoin treasury/business strategy allows companies to outpaMichael Saylor
47.8%0.6000.050-0.152
prereq239_003
We are currently in AI hard takeoffElon Musk
47.4%0.6000.050-0.146
prereqSEM_046
AI startups are scaling incredibly fast with significantly lJoe Liemandt
53.5%0.6000.050-0.099
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.600+0.073
prereqSEM_006
OpenAI will operate at a ~$9B deficit in 2025, driven almostSam Altman
63.5%0.6000.050-0.067

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_003
Global economy will grow 10x in 10 years (cited from Elon MuElon Musk
37.3%0.5500.050-0.096
prereq248_009
Elon Musk's economy will grow 10x in about 10 years.Elon Musk
37.3%0.5500.050-0.096
prereq239_027
Diamandis cites Musk: triple-digit GDP growth in 5+ yearsElon Musk
34.0%0.5000.050-0.085
prereq239_001
Global economy will be 10x its current size in 10 yearsElon Musk
37.7%0.6000.050-0.077

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (12)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_048OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition).AI/Corporate
prereqSEM_039Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.Semis/ASICs
prereq238_010AI takeoff/inflection is happening nowAI
prereqSEM_046AI startups are scaling incredibly fast with significantly less capital — barrier to entry for complex software approaching zero.AI/Startups
prereqSEM_006OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.AI/Finance
prereq239_003We are currently in AI hard takeoffAI
prereqSEM_040Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance.Finance/Crypto
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (4)

Predictions enabled by this
TypePredTitleDomainLag
prereq239_001Global economy will be 10x its current size in 10 yearsMacro/Economy
prereq246_003Global economy will grow 10x in 10 years (cited from Elon Musk).Macro/Economy
prereq248_009Elon Musk's economy will grow 10x in about 10 years.Macro/Economy
prereq239_027Diamandis cites Musk: triple-digit GDP growth in 5+ yearsMacro/Economy

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2029-03-31[Capital Markets 2029-03] [247_015] Government will print UBI checks in next 2-5 years due to AI turbulencepending

Linked documents (6)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.622manifoldWhen will the Official Gazette detailing the April 30 income increase breakdown be published?mentionspending2026-05-01
0.618manifoldReserve Bank of Australia (RBA) decision in November?mentionspending2026-05-16
0.618manifoldReserve Bank of Australia (RBA) decision in August?mentionspending2026-05-16
0.605manifoldReserve Bank of Australia (RBA) decision in June?mentionspending2026-05-16
0.594manifoldReserve Bank of Australia (RBA) decision in September?mentionspending2026-05-16
0.587manifoldWill NSSB get delayed by more than 30 minutes?97%mentionspending2026-05-31

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I still believe that we're going to see turbulence in the next two to two to five years and it's going to be the government printing checks to give people sort of a UBI",
  "to_year": 2031,
  "verbatim": "I still believe that we're going to see turbulence in the next two to two to five years and it's going to be the government printing checks to give people sort of a UBI.",
  "conv_cues": "I still believe",
  "direction": "HAPPEN",
  "from_year": 2028,
  "timeframe": "2028-2031",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.",
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      "weight": 0.5,
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      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31"
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    {
      "kind": "prereq",
      "label": "OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition).",
      "status": "hit",
      "weight": 0.5,
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      "source_id": "SEM_048",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_039",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "AI takeoff/inflection is happening now",
      "status": "hit",
      "weight": 0.5,
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      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
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    {
      "kind": "prereq",
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      "status": "partial",
      "weight": 0.5,
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      "expected_date": "2026-05-01",
      "observed_date": "2026-05-01"
    },
    {
      "kind": "prereq",
      "label": "We are currently in AI hard takeoff",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "239_003",
      "expected_date": "2026-08-30",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First US AI-displacement legislative bill formally introduced in Congress",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Bill explicitly tying federal cash transfers (UBI / UHI / negative income tax) to AI-displaced workers introduced in House or Senate — verifiable via Congress.gov bill tracker"
    },
    {
      "kind": "llm_pre_event",
      "label": "First state-level AI displacement payment program enacted",
      "source": "llm_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2027-08-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Any US state passes legislation creating a guaranteed-income or recurring-payment program explicitly framed as response to AI-driven displacement — confirmed via state legislative records"
    },
    {
      "kind": "llm_pre_event",
      "label": "BLS or independent
... (truncated)