← Cockpit
247_031predictionBiotech/LongevityAI-timing

Virtual cell simulation by end of decade (2030)

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

Prior probability
50.0%
Current probability
41.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2030-01-01 – 2030-11-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Virtual cell simulation by end of decade (2030) | I agree. Virtual cell by the end of the decade.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
I agree. Virtual cell by the end of the decade.

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 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 41.6%

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: 4 fired ✓ · 6 pending
  1. 2026-09-01 → 2027-03-31pendingArc Institute Virtual Cell Challenge 2026 results show >2x improvement over State baseline
    How: Annual Arc Virtual Cell Challenge 2026 reports winning model's accuracy on perturbation prediction task >=2x the 2025 baseline (State trained on 170M cells)
    Source: https://arcinstitute.org/news/evo-2-one-year-laterconf 70%
  2. 2026-06-01 → 2027-12-31pendingCZI rBio / TranscriptFormer next-gen model published with whole-cell perturbation prediction
    How: CZI publishes follow-on model trained across all major cell types making accurate predictions of phenotype change from gene perturbation across multiple cell lines
    Source: https://chanzuckerberg.com/blog/rbio-reasoning-ai-model/conf 65%
  3. 2026-06-01 → 2027-12-31pendingNvidia or major cloud announces dedicated virtual-cell training compute partnership
    How: Public announcement: Nvidia (Evo 2 collaborator), Google DeepMind (AlphaFold cell-bio extension), or major cloud provider commits >$500M compute to virtual-cell foundation models
    Source: https://arcinstitute.org/news/evo-2-one-year-laterconf 55%
  4. 2027-01-01 → 2028-12-31pendingFirst peer-reviewed virtual-cell prediction validated wet-lab in independent academic study
    How: Independent academic group publishes paper showing virtual cell model prediction (perturbation-to-phenotype) confirmed in wet-lab to >=80% accuracy across novel perturbations
    Source: https://chanzuckerberg.com/science/technology/virtual-cells/conf 60%
  5. 2028-06-01 → 2030-06-30pendingFirst FDA-acceptable in-silico virtual-cell experiment cited in IND submission
    How: FDA Investigational New Drug filing accepts virtual-cell simulation result as supporting evidence (not full replacement) for at least one preclinical question
    Source: Internal estimate based on FDA Modernization Act 2.0 trajectoryconf 40%
  6. 2030-06-01 → 2032-06-30pendingCascade: First drug program with discovery anchor in virtual-cell simulation enters Phase 1
    How: Pharma or biotech press release / clinicaltrials.gov filing for Phase 1 trial whose IND explicitly cites virtual-cell simulation as primary discovery method
    Source: Internal estimateconf 45%
  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: 42%)

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
LBP2026-05-10T02:00:02Z41.6%-1.1pp
Network propagation: 42.7% → 41.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.7%-1.7pp
Network propagation: 44.4% → 42.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.4%-2.2pp
Network propagation: 46.6% → 44.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.6%-3.4pp
Network propagation: 50.0% → 46.6%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.067
prereqSEM_005
Stargate is a $500 billion multiyear capex program for distrSam Altman
72.3%0.5000.050-0.065
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.039
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.035
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.032

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.060
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.055
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.046
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.033
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.032

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.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_005Stargate is a $500 billion multiyear capex program for distributed AI data-center construction (2025-2028, with Trump administration partnership).AI/Infrastructure
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

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2030-12-31[Biology 2030-12] neurological diseases by end of decade [247_031] Virtual cell simulation by end of decade (2030)pending

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.650manifoldWill I be alive at the end of 2029?91%mentionspending2026-05-11

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "FORECAST",
  "role": "Host",
  "context": "Virtual cell by the end of the decade. A good one.",
  "to_year": 2030,
  "verbatim": "I agree. Virtual cell by the end of the decade.",
  "conv_cues": "I agree",
  "direction": "HAPPEN",
  "from_year": 2030,
  "timeframe": "By end of decade (2030)",
  "conv_level": "HIGH",
  "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": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Arc Institute Virtual Cell Challenge 2026 results show >2x improvement over State baseline",
      "source": "https://arcinstitute.org/news/evo-2-one-year-later",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.genengnews.com/topics/artificial-intelligence/arc-institute-launches-virtual-cell-challenge-to-accelerate-ai-model-development/",
      "expected_date": "2026-12-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-03-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Annual Arc Virtual Cell Challenge 2026 reports winning model's accuracy on perturbation prediction task >=2x the 2025 baseline (State trained on 170M cells)"
    },
    {
      "kind": "llm_pre_event",
      "label": "CZI rBio / TranscriptFormer next-gen model published with whole-cell perturbation prediction",
      "source": "https://chanzuckerberg.com/blog/rbio-reasoning-ai-model/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "CZI publishes follow-on model trained across all major cell types making accurate predictions of phenotype change from gene perturbation across multiple cell lines"
    },
    {
      "kind": "llm_pre_event",
      "label": "Nvidia or major cloud announces dedicated virtual-cell training compute partnership",
      "source": "https://arcinstitute.org/news/evo-2-one-year-later",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "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": "Public announcement: Nvidia (Evo 2 collaborator), Google DeepMind (AlphaFold cell-bio extension), or major cloud provider commits >$500M compute to virtual-cell foundation models"
    },
    {
      "kind": "llm_pre_event",
... (truncated)