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247_018predictionMacro/EconomyAI-scaling

First version of social contract will be politicians writing checks in next election

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

Prior probability
55.0%
Current probability
46.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2029-01-01 – 2029-12-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

First version of social contract will be politicians writing checks in next election | the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 55%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 ✓ · 5 pending
  1. 2026-09-01 → 2027-06-30pendingFirst major 2028 candidate launches campaign with explicit cash-transfer plank ($1k+/mo)
    How: FEC-registered presidential candidate (D or R primary, polling >5%) explicitly campaigns on UBI/guaranteed income >= $12,000/year
    Source: deep_research_enrichedconf 72%
  2. 2027-06-01 → 2028-06-30pendingAt least 3 declared 2028 presidential candidates publicly endorse cash-transfer programs
    How: Three or more declared 2028 candidates (combined D+R) campaign on direct cash transfers >= $10,000/yr to all adults
    Source: deep_research_enrichedconf 62%
  3. 2027-09-01 → 2028-03-31pendingFirst primary debate features bidding-war on UBI amounts ($10k vs $12k vs $15k)
    How: Televised primary debate transcript shows multiple candidates increasing announced UBI amounts in response to one another
    Source: deep_research_enrichedconf 48%
  4. 2027-01-01 → 2028-12-31pendingNet new state-level guaranteed-income pilots cross 50 (vs ~30 baseline 2025)
    How: Mayors for Guaranteed Income or comparable tracker counts >50 active US municipal/state cash-transfer pilots
    Source: deep_research_enrichedconf 55%
  5. 2029-01-20 → 2029-04-30pending2028 winning ticket implements one-time stimulus check >= $5,000 in first 100 days
    How: Federal legislation signed within 100 days of January 2029 inauguration authorizing a >= $5,000 per-adult cash distribution
    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: 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%-1.1pp
Network propagation: 47.2% → 46.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.2%-1.7pp
Network propagation: 48.9% → 47.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.9%-2.6pp
Network propagation: 51.5% → 48.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.550-0.086
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.074
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.061
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.039

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.056
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.043
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.034
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.025
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.021

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
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

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "$10K-$15K per person",
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "PREDICTION",
  "role": "Host",
  "caveats": "Citing Andrew Yang's view",
  "context": "the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each",
  "to_year": 2029,
  "verbatim": "the first version of the social contract is just going to be the next election 3 years from now politicians saying well I'll give everyone $10,000 each well I'll give everyone 12,000 okay well if you're giving them 12 I'll give them 15,000",
  "conv_cues": "going to be",
  "direction": "HAPPEN",
  "from_year": 2029,
  "timeframe": "2029 (3 years from now)",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -6,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "First major 2028 candidate launches campaign with explicit cash-transfer plank ($1k+/mo)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.72,
      "source_url": "https://jacobanders.org/",
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "FEC-registered presidential candidate (D or R primary, polling >5%) explicitly campaigns on UBI/guaranteed income >= $12,000/year"
    },
    {
      "kind": "llm_pre_event",
      "label": "At least 3 declared 2028 presidential candidates publicly endorse cash-transfer programs",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.62,
      "source_url": "https://en.wikipedia.org/wiki/List_of_advocates_of_universal_basic_income",
      "expected_date": "2027-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2027-06-01"
      },
      "measurement_criterion": "Three or more declared 2028 candidates (combined D+R) campaign on direct cash transfers >= $10,000/yr to
... (truncated)