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248_014predictionAIAI-timing

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

Prior probability
45.0%
Current probability
32.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
9 / 5
Tickers exposed
33

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

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
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

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%2026-04-302026-05-032026-06-04
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 32.4%

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 ✓ · 2 overdue ⏱
  1. 2026-05-01 → 2026-06-22overdueChinese frontier lab open-weights release at top-3 LMArena Elo
    How: DeepSeek, Qwen, Moonshot, or Z.ai releases open-weight model that achieves top-3 LMArena Elo within 30 days of release
    Source: Wissner-Gross conditional thesisconf 50%
  2. 2026-05-01 → 2026-06-22overdueChinese model wins or ties on novel benchmark vs US/UK frontier
    How: ARC-AGI-2, FrontierMath, or HLE leaderboard records Chinese-developed model #1 or tied #1 result
    Source: training-window benchmark trajectoryconf 40%
  3. 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 flagship
    Source: Wissner-Gross 'equilibrium flips' thesisconf 55%
  4. 2026-06-01 → 2027-03-31pendingBIS / US export-control update tightens China AI model export
    How: Bureau of Industry and Security publishes rule restricting US persons from contributing to Chinese open-weight model training, citing leapfrog risk
    Source: post-event policy cascadeconf 30%
  5. 2026-09-01 → 2027-06-30pendingMajor US frontier lab publishes architecture / training-recipe transparency report
    How: Top-3 US lab publishes detailed paper disclosing training data composition, RL pipeline, or post-training methods, citing competitive necessity
    Source: training-window inferenceconf 30%

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: 32%)

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
metadata_milestone_miss_sweep2026-06-04T22:12:05Z32.4%-7.1pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.324 blend=0.324 LLR=-0.308 κ=0.84 no_blend
Raw metadata
{
  "trf": 0.8646529159546616,
  "kappa": 0.8438,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.4267807925580874,
  "bayes_factor": "1.4:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.394895310006566,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.4219,
      "label": "Chinese frontier lab open-weights release at top-3 LMArena Elo",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.5,
      "source_url": "https://www.youtube.com/watch?v=LVvleNtllPk",
      "adjusted_llr": -0.17106572911083456,
      "expected_date": "2026-05-27",
      "measurement_criterion": "DeepSeek, Qwen, Moonshot, or Z.ai releases open-weight model that achieves top-3 LMArena Elo within 30 days of release"
    },
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.33752000000000004,
      "label": "Chinese model wins or ties on novel benchmark vs US/UK frontier",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.4,
      "source_url": null,
      "adjusted_llr": -0.13685258328866767,
      "expected_date": "2026-05-27",
      "measurement_criterion": "ARC-AGI-2, FrontierMath, or HLE leaderboard records Chinese-developed model #1 or tied #1 result"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3947429588317368,
  "outside_weight": 0.6052570411682632,
  "posterior_prob": 0.32416438942496567,
  "posterior_logit": -0.7346991049575896,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.32416438942496567,
  "blended_posterior": 0.32416438942496567,
  "reference_class_id": null,
  "total_adjusted_llr": -0.30791831239950224,
  "predictor_n_resolved": 11
}
LBP2026-05-03T02:00:01Z39.5%-1.2pp
Network propagation: 40.7% → 39.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z40.7%-1.7pp
Network propagation: 42.3% → 40.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z42.3%-2.7pp
Network propagation: 45.0% → 42.3%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.450+0.094
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.086
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.450+0.066
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.450+0.046
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.4500.050+0.035

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.105
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.099
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.098
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.089
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.078

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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)
killerTK06China-Taiwan Military Conflict

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
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0.626polymarketWill Kyrgyz Republic vs. Palestine end in a draw?39%mentionspending2026-05-27
0.623github_releasefacebookresearch/balance 0.10.0mentionspending2025-01-06
0.621manifoldthis market will resolve to yes if it closes with a greater than 50% chance of resolving to yes81%mentionspending2026-04-24
0.617manifoldWhich side will win in "The Prediction Market Debate"?mentionspending2026-04-24
0.613polymarketWill CD Real Tomayapo vs. Club ABB end in a draw?46%mentionspending2026-05-25
0.609polymarketWill the Iran ceasefire continue through May 24?100%mentionspending2026-05-20
0.608polymarketWill the Iranian regime fall by April 30?0%mentionspending2026-03-05
0.606polymarketWill the Iranian regime fall by June 30?2%mentionspending2025-12-17

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "PREDICTION",
  "role": "Host",
  "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.",
  "conv_cues": "I do expect",
  "direction": "MIXED",
  "from_year": 2026,
  "timeframe": "conditional future",
  "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": -7,
      "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": -6,
      "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": -5,
      "source_id": "234_012",
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
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    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
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      "weight": 0.5,
      "ordinal": -3,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Chinese frontier lab open-weights release at top-3 LMArena Elo",
      "source": "Wissner-Gross conditional thesis",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://www.youtube.com/watch?v=LVvleNtllPk",
      "expected_date": "2026-05-27",
      "miss_emitted_at": "2026-06-04T22:12:05.653784+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-22",
        "from": "2026-05-01"
      },
      "measurement_criterion": "DeepSeek, Qwen, Moonshot, or Z.ai releases open-weight model that achieves top-3 LMArena Elo within 30 days of release"
    },
    {
      "kind": "llm_pre_event",
      "label": "Chinese model wins or ties on novel benchmark vs US/UK frontier",
      "source": "training-window benchmark trajectory",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2026-05-27",
      "miss_emitted_at": "2026-06-04T22:12:05.653784+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-22",
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      "measurement_criterion": "ARC-AGI-2, FrontierMath, or HLE leaderboard records Chinese-developed model #1 or tied #1 result"
    },
    {
      "kind": "event",
      "label": "If China leapfrogs the West algorithmically, the 
... (truncated)