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248_002predictionSpaceAI-timing

LEO satellite-to-phone will become the new alternative to terrestrial networks within two years.

Predictor: Alex Wissner-Gross · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source

Prior probability
45.0%
Current probability
37.9%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2028-11-30
Edges in / out
8 / 5
Tickers exposed
38

Prediction text

LEO satellite-to-phone will become the new alternative to terrestrial networks within two years. | And this is this becomes the the new alternative to terrestrial networks in two years.

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
And this is this becomes the the new alternative to terrestrial networks in two years.

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 45%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 37.9%

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: 5 fired ✓ · 5 pending
  1. 2026-09-30pendingStarlink Direct-to-Cell adds video/data tier beyond SMS+voice
    How: T-Mobile/SpaceX or US Mobile press release announces video data plan over D2C with V2 satellite gen; carrier app shows non-SMS data quota
    Source: Satelliteinternet.com + US Mobile coverageconf 75%
  2. 2026-12-31pendingAST SpaceMobile reaches initial nationwide US D2D coverage
    How: AST press release confirms commercial nationwide-intermittent service via FirstNet/AT&T/Verizon partnership for SMS/voice; ~45-60 BlueBird sats on orbit per FCC filings
    Source: Light Reading + IEEE ComSoc + SpaceNews coverageconf 65%
  3. 2027-03-31pendingAmazon-Globalstar D2C service announced with launch ETA
    How: Amazon Project Kuiper or AWS press release announces D2C service via Globalstar spectrum with concrete launch date for North America
    Source: Reported $11.6B Globalstar acquisition April 2026conf 55%
  4. 2027-06-01 → 2028-06-30pendingFirst flagship phone marketed as 'satellite-native' (not emergency-only)
    How: iPhone, Samsung Galaxy S, or Pixel launches marketing satellite as primary connectivity option (not emergency fallback) on at least one carrier in OEM's official launch keynote
    Source: Industry trajectory; AST/Verizon/AT&T agreementsconf 50%
  5. 2027-12-31pendingD2D subscriber count crosses 50M globally
    How: Aggregate of T-Mobile/AT&T/Verizon/global carriers reporting D2D-enabled accounts crosses 50M per Ookla or carrier earnings disclosures
    Source: Electronics360 50% growth forecast + Ookla emergence reportsconf 55%

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: 38%)

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
LBP2026-05-17T02:00:01Z37.9%-1.0pp
Network propagation: 38.9% → 37.9%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z38.9%-1.4pp
Network propagation: 40.3% → 38.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z40.3%-1.9pp
Network propagation: 42.2% → 40.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.2%-2.8pp
Network propagation: 45.0% → 42.2%
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%0.4500.050-0.063
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.4500.050-0.038
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.4500.050-0.034
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4500.050-0.032
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.031

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.103
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.095
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.082
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.081
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.050

Ticker exposure

38 ticker(s) linked

Beneficiaries (23)

APLDNVDAARMBBAITSMCEVAAISOUNCRWVSITMGTLBQCOMORCLMETAMRVLMSFTIBMAMZNAVGOBABAAMDSFTBYGOOGL

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
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
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
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

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.594gdelttelstra not seeking to lock rivals out of mobile to satellite bands 625428mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "FORECAST",
  "role": "Host",
  "context": "this becomes the the new alternative to terrestrial networks in two years. Verizon versus T-Mobile.",
  "to_year": 2028,
  "verbatim": "And this is this becomes the the new alternative to terrestrial networks in two years.",
  "direction": "HAPPEN",
  "from_year": 2028,
  "timeframe": "by 2028",
  "conv_level": "MEDIUM",
  "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": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Starlink Direct-to-Cell adds video/data tier beyond SMS+voice",
      "source": "Satelliteinternet.com + US Mobile coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.75,
      "source_url": "https://www.satelliteinternet.com/resources/starlink-direct-to-cell/",
      "expected_date": "2026-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "T-Mobile/SpaceX or US Mobile press release announces video data plan over D2C with V2 satellite gen; carrier app shows non-SMS data quota"
    },
    {
      "kind": "llm_pre_event",
      "label": "AST SpaceMobile reaches initial nationwide US D2D coverage",
      "source": "Light Reading + IEEE ComSoc + SpaceNews coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://techblog.comsoc.org/2025/11/11/ast-spacemobile-to-deliver-u-s-nationwide-leo-satellite-services-in-2026/",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "AST press release confirms commercial nationwide-intermittent service via FirstNet/AT&T/Verizon partnership for SMS/voice; ~45-60 BlueBird sats on orbit per FCC filings"
    },
    {
      "kind": "llm_pre_event",
      "label": "Amazon-Globalstar D2C service announced with launch ETA",
      "source": "Reported $11.6B Globalstar acquisition April 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://broadbandbreakfast.com/ookla-once-science-fiction-satellite-to-mobile-phone-technology-is-quietly-emerging/",
      "expected_date": "2027-03-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Amazon Project Kuiper or AWS press release announces D2C servic
... (truncated)