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247_025predictionGeopoliticsAI-scaling

Super PACs will determine election outcomes at order of magnitude bigger than before

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

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Super PACs will determine election outcomes at order of magnitude bigger than before | these IPOs are literally, you know, an order of magnitude bigger than we've ever seen before, which means those packs are going to be bigger by an order of magnitude and those are going to determine election outcomes.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
these IPOs are literally, you know, an order of magnitude bigger than we've ever seen before, which means those packs are going to be bigger by an order of magnitude and those are going to determine election outcomes.

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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: 7 fired ✓ · 3 pending
  1. 2025-12-31hitMAGA Inc. (Trump-aligned) banks $300M+ for 2026 cycle
    How: MAGA Inc. or Trump-aligned super PAC reports cash on hand >=$300M for 2026 cycle in FEC filings
    Source: https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622conf 99%
    Notes: HIT — MAGA Inc. closed 2025 with $304M banked.
  2. 2026-02-13hitLeading the Future AI super PAC raises $125M for 2026 midterms
    How: Pro-AI super PAC (Leading the Future) reports >=$100M in pledged or raised funds for 2026 midterm cycle in FEC filings or major outlet reporting
    Source: https://www.bloomberg.com/news/features/2026-02-13/ai-kingpins-adopt-crypto-s-playbook-in-bid-to-get-allies-elected-to-congressconf 99%
    Notes: HIT — Leading the Future plans ~$125M; received $12.5M each from Brockman, Andreessen, Horowitz.
  3. 2026-02-28hitCrypto super PACs amass >=$280M for 2026 midterms (>2x 2024 cycle)
    How: FEC filings show pro-crypto super PACs (Fairshake et al.) collectively raise/pledge >=$280M for 2026 cycle, exceeding 2x the $130M raised in entire 2024 cycle
    Source: https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622conf 99%
    Notes: HIT — Crypto industry has already deployed >=$288M into 2026 midterms, more than 2x 2024 cycle ($130M).
  4. 2026-03-01 → 2026-09-30pendingSingle primary outcome explicitly attributed to AI/crypto super PAC spending
    How: At least one 2026 congressional primary outcome covered by 3+ major outlets (NYT, WaPo, Politico, Bloomberg, Reuters) explicitly attributed primarily to AI or crypto super PAC ad spending
    Source: https://www.wbez.org/government-politics/elections/2026/03/13/cryptocurrency-ai-join-in-31-million-super-pac-blitz-in-four-congressional-primariesconf 95%
    Notes: $31M blitz in 4 congressional primaries already underway in March 2026.
  5. 2026-09-01 → 2026-11-30pendingAI/crypto super PAC outside spending exceeds $500M cycle total
    How: OpenSecrets or FEC end-of-cycle data shows combined outside spending by AI-aligned + crypto-aligned super PACs >=$500M for 2026 cycle
    Source: https://www.prismnews.com/news/tech-billionaires-bankroll-ai-aligned-super-pacs-as-125-million-floods-2026-midtermsconf 85%
    Notes: Combined AI ($125M+) + crypto ($288M+) already approaching $500M; year-end likely exceeds.
  6. 2027-01-01 → 2027-12-31pendingEmpirical study published showing super PAC spending shifted >=10 House outcomes
    How: At least one peer-reviewed political science paper or major OpenSecrets report quantifies that AI/crypto super PAC spending decisively flipped >=10 House primary or general election outcomes in 2026
    Source: OpenSecrets, Brookings, Pew, peer-reviewed political science journalsconf 55%
    Notes: Direct test of Blundin 'determine election outcomes' thesis — quantitative attribution.

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.029
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.023
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.013
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.004
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.000

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_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
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
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.606polymarketWill J.B. Pritzker win the 2028 Democratic presidential nomination?2%mentionspending2025-07-03
0.605polymarketWill George Clooney win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.605polymarketWill Oprah Winfrey win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.601polymarketWill Alexandria Ocasio-Cortez win the 2028 Democratic presidential nomination?10%mentionspending2025-07-03
0.599polymarketWill Ted Cruz win the 2028 Republican presidential nomination?1%mentionspending2025-07-10
0.595polymarket2026 Balance of Power: D Senate, R House2%mentionspending2025-07-11
0.593polymarketWill Sarah Huckabee Sanders win the 2028 Republican presidential nomination?1%mentionspending2025-07-10
0.592polymarketWill Michelle Obama win the 2028 Democratic presidential nomination?1%mentionspending2025-07-03
0.591polymarketWill Joe Kent win the 2028 Republican presidential nomination?1%mentionspending2025-07-10
0.591polymarketWill Gavin Newsom win the 2028 Democratic presidential nomination?25%mentionspending2025-07-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10x bigger",
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "FORECAST",
  "role": "Host",
  "context": "those packs are going to be bigger by an order of magnitude and those are going to determine election outcomes",
  "to_year": 2028,
  "verbatim": "these IPOs are literally, you know, an order of magnitude bigger than we've ever seen before, which means those packs are going to be bigger by an order of magnitude and those are going to determine election outcomes.",
  "conv_cues": "going to determine",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "MAGA Inc. (Trump-aligned) banks $300M+ for 2026 cycle",
      "notes": "HIT — MAGA Inc. closed 2025 with $304M banked.",
      "source": "https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "MAGA Inc. or Trump-aligned super PAC reports cash on hand >=$300M for 2026 cycle in FEC filings"
    },
    {
      "kind": "llm_pre_event",
      "label": "Leading the Future AI super PAC raises $125M for 2026 midterms",
      "notes": "HIT — Leading the Future plans ~$125M; received $12.5M each from Brockman, Andreessen, Horowitz.",
      "source": "https://www.bloomberg.com/news/features/2026-02-13/ai-kingpins-adopt-crypto-s-playbook-in-bid-to-get-allies-elected-to-congress",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.bloomberg.com/news/features/2026-02-13/ai-kingpins-adopt-crypto-s-playbook-in-bid-to-get-allies-elected-to-congress",
      "expected_date": "2026-02-13",
      "observed_date": "2026-02-13",
      "research_origin": "deep_research",
      "measurement_criterion": "Pro-AI super PAC (Leading the Future) reports >=$100M in pledged or raised funds for 2026 midterm cycle in FEC filings or major outlet reporting"
    },
    {
      "kind": "llm_pre_event",
      "label": "Crypto super PACs amass >=$280M for 2026 midterms (>2x 2024 cycle)",
      "notes": "HIT — Crypto industry has already deployed >=$288M into 2026 midterms, more than 2x 2024 cycle ($130M).",
      "source": "https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.nbcnews.com/politics/2026-election/ai-crypto-trump-super-pacs-stash-millions-spend-midterms-rcna256622",
      "expected_date": "2026-02-28",
      "observed_date": "2026-02-28",
      "research_origin": "deep_research",
      "measurement_criterion": "FEC filings show pro-crypto super PACs (Fairshake et al.) collectively raise/pledge >=$280M for 2026 cycle, exceeding 2x the $130M raised in entire 2024 cycle"
    },
    {
      "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": -7,
      "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": -6,
      "source_id": "SEM_027",
    
... (truncated)