If China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip.
Predictor: Alex Wissner-Gross · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source
Prediction text
If China leapfrogs the West algorithmically, the open/closed publication equilibrium will flip. | If on the other hand the whole balance tips and if for whatever reason China algorithmically leaprogs the west I I do expect the entire equilibrium of Chinese open publications western closed attitude to flip completely and and we may see some equilibration there.
Verbatim quote
If on the other hand the whole balance tips and if for whatever reason China algorithmically leaprogs the west I I do expect the entire equilibrium of Chinese open publications western closed attitude to flip completely and and we may see some equilibration there.
Predictor: Alex Wissner-Gross
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-05-01 → 2026-06-22overdueChinese frontier lab open-weights release at top-3 LMArena EloHow: DeepSeek, Qwen, Moonshot, or Z.ai releases open-weight model that achieves top-3 LMArena Elo within 30 days of releaseSource: Wissner-Gross conditional thesisconf 50%
- 2026-05-01 → 2026-06-22overdueChinese model wins or ties on novel benchmark vs US/UK frontierHow: ARC-AGI-2, FrontierMath, or HLE leaderboard records Chinese-developed model #1 or tied #1 resultSource: training-window benchmark trajectoryconf 40%
- 2026-05-01 → 2026-12-31pendingOpenAI or Anthropic releases meaningful open-weight model (>30B)How: OpenAI gpt-oss successor or Anthropic equivalent releases open-weights >=30B params with capability within 1 generation of closed flagshipSource: Wissner-Gross 'equilibrium flips' thesisconf 55%
- 2026-06-01 → 2027-03-31pendingBIS / US export-control update tightens China AI model exportHow: Bureau of Industry and Security publishes rule restricting US persons from contributing to Chinese open-weight model training, citing leapfrog riskSource: post-event policy cascadeconf 30%
- 2026-09-01 → 2027-06-30pendingMajor US frontier lab publishes architecture / training-recipe transparency reportHow: Top-3 US lab publishes detailed paper disclosing training data composition, RL pipeline, or post-training methods, citing competitive necessitySource: training-window inferenceconf 30%
What if this resolves?
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
Raw metadata
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"predictor_n_resolved": 11
}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK06 China-Taiwan Military Conflict | 8.0% | 0.050 | 0.450 | +0.094 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.450 | +0.086 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.450 | +0.066 |
| killer | TK14 Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | 20.0% | 0.050 | 0.450 | +0.046 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.450 | 0.050 | +0.035 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 231_013 Math is cooked (will be solved), physics cooked, biology cha — Alex Wissner-Gross | 35.4% | 0.620 | 0.050 | -0.105 |
| prereq | 241_043 ASI will arrive within 2 years to 5 years to this next decad — Peter Diamandis | 35.9% | 0.650 | 0.050 | -0.099 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.098 |
| prereq | CMQ_002 By 2028, AI systems will reach 'independent researcher' leve — Sam Altman | 31.4% | 0.550 | 0.050 | -0.089 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | -0.078 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (9)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
| killer | TK06 | China-Taiwan Military Conflict | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 241_043 | ASI will arrive within 2 years to 5 years to this next decade | AI | — |
| prereq | 231_013 | Math is cooked (will be solved), physics cooked, biology char broiled. | AI | — |
| prereq | CMQ_002 | By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention. | AI | — |
Linked documents (10)
Raw metadata
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"caveats": "Conditional: if China leapfrogs algorithmically",
"context": "if for whatever reason China algorithmically leaprogs the west I I do expect the entire equilibrium of Chinese open publications western closed attitude to flip completely",
"to_year": 2026,
"verbatim": "If on the other hand the whole balance tips and if for whatever reason China algorithmically leaprogs the west I I do expect the entire equilibrium of Chinese open publications western closed attitude to flip completely and and we may see some equilibration there.",
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... (truncated)