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247_057predictionAIAI-scaling

Parameter scaling race is over; frontier labs plateauing at 10T parameters

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
41.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-08-31
Edges in / out
11 / 5
Tickers exposed
37

Prediction text

Parameter scaling race is over; frontier labs plateauing at 10T parameters | the parameter scaling race seems to be over...We should be in the hundreds of trillions or higher of parameters right now. That hasn't happened. We've plateaued out in terms of the number of parameters and frontier models

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
the parameter scaling race seems to be over...We should be in the hundreds of trillions or higher of parameters right now. That hasn't happened. We've plateaued out in terms of the number of parameters and frontier models

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 = 41.1%

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: 6 fired ✓ · 4 pending
  1. 2026-03-30hitAnthropic releases Claude Mythos 5 — first 10T-parameter publicly accessible model
    How: Anthropic publicly announces Claude Mythos 5 with disclosed parameter count >=10T
    Source: https://medium.com/ai-analytics-diaries/claude-mythos-5-the-first-10-trillion-parameter-model-scaling-laws-hit-a-new-milestone-fa542be336f8conf 85%
    Notes: HIT — Mythos 5 at 10T parameters; consistent with prediction's '10T plateau' rather than scaling to 100T+.
  2. 2026-04-15hitGPT-5.4 / Gemini 3.1 / Grok 4.20 launch within 6-week window — none disclose >100T params
    How: March-April 2026 frontier-model release sprint: OpenAI GPT-5.4, Google Gemini 3.1, xAI Grok 4.20 all launch with no parameter count >=100T disclosed
    Source: https://www.nextbigfuture.com/2026/04/xai-training-10-trillion-parameter-model-likely-out-in-mid-2026.htmlconf 90%
  3. 2026-05-01 → 2026-08-31pendingFrontier-model parameter count remains in 1T-10T band (no 100T model released)
    How: No publicly accessible frontier model from a major lab discloses >=50T parameters by Aug 31, 2026
    Source: https://epoch.ai/gradient-updates/frontier-language-models-have-become-much-smallerconf 85%
  4. 2026-05-01 → 2026-08-31pendingIndustry shift to MoE / smaller dense models confirmed
    How: Epoch AI or similar trackers report frontier dense-model parameters trending DOWN/flat vs 2025; MoE adoption dominant
    Source: https://epoch.ai/gradient-updates/frontier-language-models-have-become-much-smallerconf 75%
  5. 2026-05-01 → 2026-08-31pending100T+ parameter dense frontier model released (would falsify)
    How: Any major lab releases publicly accessible model with confirmed dense parameter count >=100T
    Source: Lab announcementsconf 5%
    Notes: Cascade FALSIFICATION trigger — would prove plateau wrong. Currently no credible signal of this.

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: 41%)

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
LBP2026-05-10T02:00:02Z41.1%-1.1pp
Network propagation: 42.1% → 41.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.1%-2.0pp
Network propagation: 44.1% → 42.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.1%-2.4pp
Network propagation: 46.5% → 44.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.5%-3.5pp
Network propagation: 50.0% → 46.5%
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%0.0500.500-0.068
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5000.050-0.059
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5000.050-0.058
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.500-0.046
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.044

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.087
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.082
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.068
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.054
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.042

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (11)

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
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
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
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.628github_releasefacebookresearch/balance 0.10.0mentionspending2025-01-06
0.627manifoldI go through the scaling book this week?32%mentionspending2026-05-04
0.612github_releasefacebookresearch/balance 0.3.0mentionspending2023-01-31
0.609github_releasefacebookresearch/faiss v1.13.1mentionspending2025-12-03
0.608github_releasefacebookresearch/balance 0.9.0mentionspending2023-05-22
0.605github_releasefacebookresearch/spdl v0.0.13mentionspending2025-05-02
0.605github_releasefacebookresearch/habitat-lab v0.1.1mentionspending2019-04-05
0.605arxivExponential Quintessence: Analytic Relationship Between the Current Equation of State Parameter and the Potential Parametermentionspending2026-05-06
0.603github_releasefacebookresearch/map-anything v1.1mentionspending2026-01-18
0.603github_releasefacebookresearch/projectaria_tools 1.3.0mentionspending2023-12-19

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "~10T parameter ceiling",
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "THESIS",
  "role": "Host",
  "context": "the parameter scaling race seems to be over...We've plateaued out in terms of the number of parameters",
  "to_year": 2026,
  "verbatim": "the parameter scaling race seems to be over...We should be in the hundreds of trillions or higher of parameters right now. That hasn't happened. We've plateaued out in terms of the number of parameters and frontier models",
  "conv_cues": "seems to be over",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Current/ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Anthropic releases Claude Mythos 5 — first 10T-parameter publicly accessible model",
      "notes": "HIT — Mythos 5 at 10T parameters; consistent with prediction's '10T plateau' rather than scaling to 100T+.",
      "source": "https://medium.com/ai-analytics-diaries/claude-mythos-5-the-first-10-trillion-parameter-model-scaling-laws-hit-a-new-milestone-fa542be336f8",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://medium.com/ai-analytics-diaries/claude-mythos-5-the-first-10-trillion-parameter-model-scaling-laws-hit-a-new-milestone-fa542be336f8",
      "expected_date": "2026-03-30",
      "observed_date": "2026-03-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic publicly announces Claude Mythos 5 with disclosed parameter count >=10T"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.4 / Gemini 3.1 / Grok 4.20 launch within 6-week window — none disclose >100T params",
      "source": "https://www.nextbigfuture.com/2026/04/xai-training-10-trillion-parameter-model-likely-out-in-mid-2026.html",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.nextbigfuture.com/2026/04/xai-training-10-trillion-parameter-model-likely-out-in-mid-2026.html",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "March-April 2026 frontier-model release sprint: OpenAI GPT-5.4, Google Gemini 3.1, xAI Grok 4.20 all launch with no parameter count >=100T disclosed"
    },
    {
      "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": -8,
      "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": -7,
      "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": -6,
      "source_id": "SEM_014",
      "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": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchan
... (truncated)