← Cockpit
247_036predictionAIcrypto

Google's Q-Day for quantum breaking RSA moved up to 2029

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

Prior probability
55.0%
Current probability
45.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
D
Resolution
pending
Window
2029-01-01 – 2029-08-31
Edges in / out
5 / 4
Tickers exposed
25

Prediction text

Google's Q-Day for quantum breaking RSA moved up to 2029 | Google moves up their deadline by six years to 2029 for basically Qday. When are we going to see quantum computers break RSA?

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
Google moves up their deadline by six years to 2029 for basically Qday. When are we going to see quantum computers break RSA?

Predictor: Google

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Google 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

3 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.8%

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. 2025-05-23hitCraig Gidney paper revises RSA-2048 break to 1M noisy qubits in <1 week
    How: Google Quantum AI publishes paper showing RSA-2048 breakable with ~1M noisy qubits in under one week, down from 20M previously
    Source: https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/conf 95%
    Notes: HIT — Gidney's revision is the technical justification for advancing Q-Day to 2029. 20x reduction in qubit-resource estimate.
  2. 2026-03-25hitGoogle announces 2029 Q-Day deadline for post-quantum migration
    How: Google publicly announces 2029 deadline for quantum-safe encryption migration, advancing from prior 2035+ industry expectation
    Source: https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/conf 99%
    Notes: HIT — Google's official Q-Day 2029 announcement. Direct realization of prediction's anchor claim.
  3. 2026-06-30pendingAndroid 17 ships post-quantum cryptography by default
    How: Google ships Android 17 with PQC algorithms (e.g., ML-KEM/Kyber) integrated for default encrypted traffic
    Source: https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/conf 85%
    Notes: Google publicly committed to PQC in Android 17 by June 2026. Operational migration milestone.
  4. 2026-01-01 → 2029-06-30pendingCloudflare reaches full post-quantum security across edge by 2029
    How: Cloudflare reports >=95% PQC coverage on outbound and inbound TLS traffic by Q2 2029
    Source: https://blog.cloudflare.com/post-quantum-roadmap/conf 75%
  5. 2027-06-01 → 2029-06-30pendingGoogle announces logical-qubit milestone capable of factoring small RSA
    How: Google or competitor publishes peer-reviewed result demonstrating Shor's algorithm at logical-qubit scale capable of factoring >=1024-bit numbers
    Source: Google Quantum AI publications, Nature/Science journalsconf 40%
  6. 2029-02-05pendingQ1 window check-in (25%)
  7. 2029-03-13pendingQ2 window check-in (50%)
  8. 2029-04-18pendingQ3 window check-in (75%)
  9. 2028-06-01 → 2030-06-30pendingFirst reported real-world post-quantum cryptographic compromise (harvest-now-decrypt-later)
    How: Verified report of nation-state actor decrypting historic captured ciphertext using quantum techniques
    Source: NSA, NIST, Mandiant threat intelligenceconf 20%
    Notes: Cascade — extreme tail event but the practical realization of Q-Day.

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
LBP2026-05-03T02:00:01Z45.8%-1.4pp
Network propagation: 47.2% → 45.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z47.2%-2.5pp
Network propagation: 49.7% → 47.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z49.7%-5.3pp
Network propagation: 55.0% → 49.7%
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
prereqSEM_040
Bitcoin treasury/business strategy allows companies to outpaMichael Saylor
47.8%0.5500.050-0.172
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.058
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.550+0.052
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.550+0.032
prereqSEM_039
Block unveiled proprietary Bitcoin mining ASIC at 709 TerahaJack Dorsey
82.8%0.5500.050+0.003

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_003
Global economy will grow 10x in 10 years (cited from Elon MuElon Musk
37.3%0.5500.050-0.098
prereq248_009
Elon Musk's economy will grow 10x in about 10 years.Elon Musk
37.3%0.5500.050-0.098
prereq239_027
Diamandis cites Musk: triple-digit GDP growth in 5+ yearsElon Musk
34.0%0.5000.050-0.087
prereq239_001
Global economy will be 10x its current size in 10 yearsElon Musk
37.7%0.6000.050-0.080

Ticker exposure

25 ticker(s) linked

Beneficiaries (22)

CRCLAIMARAIONQNVDAQUBTRGTIRIOTBBAISOUNTSEMXYZAMZNCOINGOOGLHONHOODIBMKEYSMAMSFTSHOP

Adverse (2)

VMA

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_039Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory.Semis/ASICs
prereqSEM_040Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance.Finance/Crypto
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK10$100T Sovereign Debt Crisis
killerTK12Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)

Dependents (4)

Predictions enabled by this
TypePredTitleDomainLag
prereq239_001Global economy will be 10x its current size in 10 yearsMacro/Economy
prereq246_003Global economy will grow 10x in 10 years (cited from Elon Musk).Macro/Economy
prereq248_009Elon Musk's economy will grow 10x in about 10 years.Macro/Economy
prereq239_027Diamandis cites Musk: triple-digit GDP growth in 5+ yearsMacro/Economy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.654manifoldWill a quantum computing CEO go to jail before 2030?45%mentionspending2026-05-18
0.641edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-18
0.641edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-11
0.631polymarketWill Satoshi move any Bitcoin in 2026?8%mentionspending2026-01-09
0.630manifoldWill Bitcoin close above $100,000 on any day between April 29 and July 31, 2026?19%mentionspending2026-04-29
0.626polymarketWill Satoshi's identity be revealed by December 31?6%mentionspending2026-04-09
0.624manifoldWill Bitcoin close above $90,000 on any day between May 8 and July 31, 2026?40%mentionspending2026-05-08
0.612manifoldWill Chainlink go up in the next 24 hours?55%mentionspending2026-05-18
0.608edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-12
0.608edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-13

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "1M physical cubits / 4K error-corrected",
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Firm",
  "context": "Google moves up their deadline by six years to 2029 for basically Qday",
  "to_year": 2029,
  "cited_by": "Peter Diamandis",
  "verbatim": "Google moves up their deadline by six years to 2029 for basically Qday. When are we going to see quantum computers break RSA?",
  "conv_cues": "moved up",
  "direction": "HAPPEN",
  "from_year": 2029,
  "timeframe": "2029",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Craig Gidney paper revises RSA-2048 break to 1M noisy qubits in <1 week",
      "notes": "HIT — Gidney's revision is the technical justification for advancing Q-Day to 2029. 20x reduction in qubit-resource estimate.",
      "source": "https://research.google/blog/safeguarding-cryptocurrency-by-disclosing-quantum-vulnerabilities-responsibly/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://postquantum.com/security-pqc/google-quantum-bitcoin-ecdlp/",
      "expected_date": "2025-05-31",
      "observed_date": "2025-05-23",
      "research_origin": "deep_research",
      "measurement_criterion": "Google Quantum AI publishes paper showing RSA-2048 breakable with ~1M noisy qubits in under one week, down from 20M previously"
    },
    {
      "kind": "llm_pre_event",
      "label": "Google announces 2029 Q-Day deadline for post-quantum migration",
      "notes": "HIT — Google's official Q-Day 2029 announcement. Direct realization of prediction's anchor claim.",
      "source": "https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.pcworld.com/article/3099867/google-warns-q-day-is-coming-could-break-encryption-by-2029.html",
      "expected_date": "2026-03-25",
      "observed_date": "2026-03-25",
      "research_origin": "deep_research",
      "measurement_criterion": "Google publicly announces 2029 deadline for quantum-safe encryption migration, advancing from prior 2035+ industry expectation"
    },
    {
      "kind": "prereq",
      "label": "Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator for eventual AI inference ASIC trajectory",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_039",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance.",
      "status": "partial",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_040",
      "expected_date": "2026-05-01",
      "observed_date": "2026-05-01"
    },
    {
      "kind": "llm_pre_event",
      "label": "Android 17 ships post-quantum cryptography by default",
      "notes": "Google publicly committed to PQC in Android 17 by June 2026. Operational migration milestone.",
      "source": "https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://blog.google/innovation-and-ai/technology/safety-security/cryptography-migration-timeline/",
      "expected_date": "2026-06-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Google ships Android 17 with PQC algorithms (e.g., ML-KEM/Kyber) integrated for default encrypted traffic"
    },
    {
      "kind": "llm_pre_event",
      "label": "Cloudflare reaches full post-quantum security across edge by
... (truncated)