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247_017predictionMacro/EconomyAI-timing

Some form of 'capitalism 2.0' or post-scarcity capitalism will emerge eventually

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

Prior probability
45.0%
Current probability
35.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2028-12-31
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

Some form of 'capitalism 2.0' or post-scarcity capitalism will emerge eventually | I do think some form of call it abundant capitalism or capitalism 2.0 or post scarce capitalism something like that probably emerges. It may not happen immediately. It may not happen as quickly in this country but it will get there eventually.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
I do think some form of call it abundant capitalism or capitalism 2.0 or post scarce capitalism something like that probably emerges. It may not happen immediately. It may not happen as quickly in this country but it will get there eventually.

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 = 35.4%

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 ✓ · 5 pending
  1. 2026-06-01 → 2027-09-30pendingLeading AI lab (OpenAI/Anthropic/Google) publicly proposes Universal Basic Compute mechanism
    How: Public proposal, blog post, or congressional testimony from a frontier-lab CEO outlining a per-capita compute-quota or AI-dividend distribution model
    Source: First Movers post-AGI UBI analysis; Musk UHI conceptconf 55%
  2. 2026-09-01 → 2027-12-31pendingMajor economic body (IMF/OECD/WEF) publishes formal 'post-scarcity' or 'capitalism 2.0' framework
    How: Top-tier multilateral institution issues paper using terms 'post-scarcity', 'capitalism 2.0', 'post-labor economy', or 'Universal Basic Compute' with concrete policy menu
    Source: World Bank WDR 2026 AI for Development; Tax Project Universal High Income explainerconf 55%
  3. 2026-09-01 → 2027-12-31pendingUS/EU congressional hearing dedicated to post-AI economic structure
    How: Hearing in US Congress (Senate Finance or Joint Economic Committee) or EU Parliament with title containing 'post-AI economy', 'AI dividend', or 'capitalism reform'
    Source: Tax Project Institute Universal High Income framingconf 45%
  4. 2026-09-01 → 2028-06-30pendingFirst national pilot of UBI/UBC explicitly tied to AI productivity dividends
    How: National-level (not city) pilot launched with stated funding mechanism = AI/automation tax, public-equity dividend, or compute quota; tracked via BIEN newsletter + government PRs
    Source: BIEN 'AI job loss UBI Taiwan recipient one year' April 2026conf 50%
  5. 2027-12-31pendingIf by end-2027 no national-level pilot has launched, 'will emerge' becomes unrealistic by window close
    How: Zero national pilots tied to AI-productivity funding by 2027-12-31 leaves <13 months to window close, making meaningful 'emergence' improbable
    Source: Window-close logic: prediction target 2028-12-31conf 60%
  6. 2027-09-01 → 2028-11-30pendingMainstream presidential-tier candidate adopts post-scarcity platform plank
    How: Major-party presidential primary candidate (US 2028) or G7 head-of-state campaign explicitly adopts post-scarcity / AI-dividend / UBC policy
    Source: Tax Project + Wikipedia UBI political-momentum trackingconf 40%
  7. 2036-09-06pendingMoon base will exist in 10 years

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
LBP2026-05-10T02:00:02Z35.4%-1.8pp
Network propagation: 37.2% → 35.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z37.2%-3.2pp
Network propagation: 40.4% → 37.2%
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
prereqS_RECESSION_2028
NBER recession declared 2028
30.0%0.4500.050-0.184
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.056
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.450+0.036
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.450+0.016
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.4500.050-0.013

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.101
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.100
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.086
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.066
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.065

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
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
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
prereqS_RECESSION_2028NBER recession declared 2028macro_recession
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
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "FORECAST",
  "role": "Host",
  "caveats": "May not happen immediately or in US first",
  "context": "I do think some form of call it abundant capitalism or capitalism 2.0 or post scarce capitalism something like that probably emerges",
  "verbatim": "I do think some form of call it abundant capitalism or capitalism 2.0 or post scarce capitalism something like that probably emerges. It may not happen immediately. It may not happen as quickly in this country but it will get there eventually.",
  "conv_cues": "probably emerges; will get there eventually",
  "direction": "HAPPEN",
  "timeframe": "Eventually",
  "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": -10,
      "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": -9,
      "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": -8,
      "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": -7,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Leading AI lab (OpenAI/Anthropic/Google) publicly proposes Universal Basic Compute mechanism",
      "source": "First Movers post-AGI UBI analysis; Musk UHI concept",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://firstmovers.ai/post-agi-universal-basic-income/",
      "expected_date": "2027-01-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Public proposal, blog post, or congressional testimony from a frontier-lab CEO outlining a per-capita compute-quota or AI-dividend distribution model"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major economic body (IMF/OECD/WEF) publishes formal 'post-scarcity' or 'capitalism 2.0' framework",
      "source": "World Bank WDR 2026 AI for Development; Tax Project Universal High Income explainer",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.worldbank.org/en/publication/wdr2026",
      "expected_date": "2027-05-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Top-tier multilateral institution issues paper using terms 'post-scarcity', 'capitalism 2.0', 'post-labor economy', or 'Universal Basic Compute' with concrete policy menu"
    },
    {
      "kind": "llm_pre_event",
      "l
... (truncated)