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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-12-31hitMAGA Inc. (Trump-aligned) banks $300M+ for 2026 cycleHow: MAGA Inc. or Trump-aligned super PAC reports cash on hand >=$300M for 2026 cycle in FEC filingsSource: 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.
- 2026-02-13hitLeading the Future AI super PAC raises $125M for 2026 midtermsHow: Pro-AI super PAC (Leading the Future) reports >=$100M in pledged or raised funds for 2026 midterm cycle in FEC filings or major outlet reportingSource: 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.
- 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 cycleSource: 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).
- 2026-03-01 → 2026-09-30pendingSingle primary outcome explicitly attributed to AI/crypto super PAC spendingHow: 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 spendingSource: 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.
- 2026-09-01 → 2026-11-30pendingAI/crypto super PAC outside spending exceeds $500M cycle totalHow: OpenSecrets or FEC end-of-cycle data shows combined outside spending by AI-aligned + crypto-aligned super PACs >=$500M for 2026 cycleSource: 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.
- 2027-01-01 → 2027-12-31pendingEmpirical study published showing super PAC spending shifted >=10 House outcomesHow: 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 2026Source: OpenSecrets, Brookings, Pew, peer-reviewed political science journalsconf 55%Notes: Direct test of Blundin 'determine election outcomes' thesis — quantitative attribution.
What if this resolves?
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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 |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.088 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.600 | 0.050 | -0.076 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.075 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.060 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.050 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 232_057 First person to arrive on moon/Mars will find bed made by Op — Dave Blundin | 34.8% | 0.600 | 0.050 | -0.029 |
| prereq | 242_023 World will have 10x more wealth around 2034-2036 — Dave Blundin | 34.2% | 0.600 | 0.050 | -0.023 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.013 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.004 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.000 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| 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_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_057 | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | Robotics | — |
| prereq | 242_023 | World will have 10x more wealth around 2034-2036 | Macro/Economy | — |
Linked documents (10)
Raw metadata
{
"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)