← Cockpit
248_009predictionMacro/Economyeconomy

Elon Musk's economy will grow 10x in about 10 years.

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

Prior probability
55.0%
Current probability
37.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
B
Resolution
pending
Window
2036-01-01 – 2036-12-31
Edges in / out
21 / 0
Tickers exposed
31

Prediction text

Elon Musk's economy will grow 10x in about 10 years. | if Elon is right, the economy grows 10x in about 10 years. Opportunity is everywhere, but it's very unlikely that the opportunity is whatever we were doing yesterday.

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
if Elon is right, the economy grows 10x in about 10 years. Opportunity is everywhere, but it's very unlikely that the opportunity is whatever we were doing yesterday.

Resolution evidence

Status: pending

See 239_001.

Predictor: Elon Musk

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0142
excellent
Hits / Misses
1 / 0
of 3 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Elon Musk 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 37.3%

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: 11 pending
  1. 2026-01-01 → 2027-12-31pendingPwC/IDC forecasts confirm AI adds 1-1.5%/year to global GDP through 2030
    How: Major economics shop (PwC, McKinsey, IDC, Goldman) publishes AI productivity uplift attributable to deployed AI of 1-1.5% annual GDP
    Source: deep_research_enrichedconf 65%
  2. 2030-01-01 → 2030-12-31pendingGlobal AI economic contribution exceeds $19.9T cumulative through 2030 (IDC base)
    How: IDC, McKinsey, or peer report attributes ≥$19T cumulative AI-driven economic activity through 2030
    Source: deep_research_enrichedconf 55%
  3. 2028-01-01 → 2032-12-31pendingSustained global GDP growth ≥5%/year for 3 consecutive years driven by AI productivity
    How: World Bank/IMF report shows global real GDP growth ≥5% for 3 consecutive years
    Source: deep_research_enrichedconf 20%
  4. 2034-01-01 → 2036-12-31pendingGlobal GDP doubles vs 2025 baseline (~$110T → $220T nominal, signaling 10x trajectory off-track)
    How: World Bank reports nominal global GDP ≥$220T
    Source: deep_research_enrichedconf 30%
  5. 2036-01-01 → 2036-12-31pendingGlobal GDP reaches 10x of 2025 baseline (~$1.1 quadrillion nominal) — Musk's full claim
    How: World Bank reports nominal global GDP ≥$1.1Q (10x of ~$110T 2025 base)
    Source: deep_research_enrichedconf 5%

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 37%)

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
LBP2026-05-10T02:00:02Z37.3%-1.5pp
Network propagation: 38.8% → 37.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z38.8%-2.8pp
Network propagation: 41.6% → 38.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z41.6%-4.4pp
Network propagation: 45.9% → 41.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z45.9%-9.1pp
Network propagation: 55.0% → 45.9%
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
prereq236_045
Government path to UBI vanishingly unlikely, but possible ouAndrew Yang
40.6%0.5500.050-0.124
prereq232_022
Triple-digit GDP growth is possible in the next 5 years due Ben Horowitz
41.8%0.5500.050-0.117
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.550+0.117
prereqSEM_030
S&P 500 roughly 10% upside in 2026 driven by AI productivityMike Wilson
42.8%0.5500.050-0.105
prereq238_068
Mark Pack Donovan to distribute 5% of wealth fund annually tMark Pack Donovan
42.9%0.5500.050-0.105

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

31 ticker(s) linked

Beneficiaries (23)

UDMYBBAISRFMSOUNNVDACOURCRCLDOCNAIADUSGTLBZMAMZNGDDYGOOGLIBMMETAMSFTNFLXORCLRDDTSPOTUBER

Adverse (7)

KKRJNKAPOHYGKREXLYXHB

Prerequisites (21)

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_048OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support Stargate chip acquisition).AI/Corporate
prereqSEM_046AI startups are scaling incredibly fast with significantly less capital — barrier to entry for complex software approaching zero.AI/Startups
prereqSEM_006OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition and facility construction.AI/Finance
prereqSEM_045Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forcing total organizational transformations.Economy/Org
prereq240_042Economy will be 10x larger in 10 years (Elon's number)Macro/Economy
prereq241_022Data center buildout is ~1% of US GDP growthMacro/Economy
prereq247_015Government will print UBI checks in next 2-5 years due to AI turbulenceMacro/Economy
prereq236_018UBI/stimulus needed in 1-3 year timeframe, UBS in 3-8 yearsMacro/Economy
prereq230_009US GDP growth will hit triple-digit (100%+) within 5 years per Elon Musk.Macro/Economy
prereq238_068Mark Pack Donovan to distribute 5% of wealth fund annually to 44 people (UBI-style pod)Macro/Economy
prereq247_036Google's Q-Day for quantum breaking RSA moved up to 2029AI
prereqSEM_030S&P 500 roughly 10% upside in 2026 driven by AI productivity wave rolling through broader economy (not just megacap).Capital Markets
prereqSEM_040Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10x to 30x in performance.Finance/Crypto
prereq236_045Government path to UBI vanishingly unlikely, but possible outsized asymmetry in 2028Geopolitics
prereq232_022Triple-digit GDP growth is possible in the next 5 years due to AI.Macro/Economy
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.744manifoldWill Elon Musk become a trillionaire before July 2026?40%mentionspending2026-05-18
0.704manifoldHow high will Elons Musk Net Worth get before July 2026?mentionspending2026-06-04
0.675polymarketWill Elon Musk post 1000-1039 tweets in April 2026?0%mentionspending2026-02-24
0.662polymarketWill Elon Musk post 80-99 tweets from April 28 to May 5, 2026?1%mentionspending2026-04-25
0.661polymarketWill Elon Musk post 80-99 tweets from May 8 to May 15, 2026?14%mentionspending2026-05-05
0.661polymarketWill Elon Musk post 80-99 tweets from May 15 to May 22, 2026?0%mentionspending2026-05-12
0.660polymarketWill Elon Musk post 80-99 tweets from May 26 to June 2, 2026?0%mentionspending2026-05-23
0.658polymarketWill Elon Musk post 80-99 tweets from May 1 to May 8, 2026?0%mentionspending2026-04-28
0.658polymarketWill Elon Musk post 80-99 tweets from June 2 to June 9, 2026?0%mentionspending2026-05-30
0.657polymarketWill Elon Musk post 80-99 tweets from June 5 to June 12, 2026?0%mentionspending2026-06-02

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "10x GDP",
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "caveats": "Conditional: if Elon is right",
  "context": "if Elon is right, the economy grows 10x in about 10 years.",
  "to_year": 2036,
  "cited_by": "Dave Blundin",
  "verbatim": "if Elon is right, the economy grows 10x in about 10 years. Opportunity is everywhere, but it's very unlikely that the opportunity is whatever we were doing yesterday.",
  "conv_cues": "if Elon is right",
  "direction": "UP",
  "from_year": 2036,
  "timeframe": "by ~2036",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Mark Pack Donovan to distribute 5% of wealth fund annually to 44 people (UBI-style pod)",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -11,
      "source_id": "238_068",
      "expected_date": "2026-08-28",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "PwC/IDC forecasts confirm AI adds 1-1.5%/year to global GDP through 2030",
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      "status": "pending",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.pwc.com/gx/en/news-room/press-releases/2025/ai-adoption-could-boost-global-gdp-by-an-additional-15-percentage.html",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Major economics shop (PwC, McKinsey, IDC, Goldman) publishes AI productivity uplift attributable to deployed AI of 1-1.5% annual GDP"
    },
    {
      "kind": "prereq",
      "label": "Government path to UBI vanishingly unlikely, but possible outsized asymmetry in 2028",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "236_045",
      "expected_date": "2028-06-16",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "Triple-digit GDP growth is possible in the next 5 years due to AI.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "232_022",
      "expected_date": "2029-11-01",
      "observed_date": null
    },
    {
      "kind": "prereq",
      "label": "US GDP growth will hit triple-digit (100%+) within 5 years per Elon Musk.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "230_009",
      "expected_date": "2030-03-05",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Global AI economic contribution exceeds $19.9T cumulative through 2030 (IDC base)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://my.idc.com/getdoc.jsp?containerId=prUS52600524",
      "expected_date": "2030-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2030-01-01"
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      "measurement_criterion": "IDC, McKinsey, or peer report attributes ≥$19T cumulative AI-driven economic activity through 2030"
    },
    {
      "kind": "llm_pre_event",
      "label": "Sustained global GDP growth ≥5%/year for 3 consecutive years driven by AI productivity",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.2,
      "source_url": "https://tecunningham.github.io/posts/2025-10-19-forecasts-of-AI-growth.html",
      "expected_date": "2030-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2032-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "World Bank/IMF report shows global real GDP growth ≥5% for 3 c
... (truncated)