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248_023predictionAIAI-scaling

Ternary (sub-bit) parameter precision will be optimal for AI models.

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

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Ternary (sub-bit) parameter precision will be optimal for AI models. | Well, I I am 90% sure that turnary is the optimal now. I've got simulations running all the time.

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
Well, I I am 90% sure that turnary is the optimal now. I've got simulations running all the time.

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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: 8 fired ✓ · 1 pending
  1. 2024-02-27hitMicrosoft BitNet b1.58 (ternary) matches FP16 LLaMA 2 perplexity
    How: Microsoft research paper demonstrates BitNet b1.58 with ternary weights {-1,0,1} matches FP16 LLaMA 2 perplexity from 3B+ size
    Source: arXiv 2402.17764 — The Era of 1-bit LLMsconf 99%
    Notes: HIT — Foundation paper. BitNet b1.58 with 3.9B is 2.4x faster, 3.32x less memory than LLaMA 3B.
  2. 2024-12-01hitHugging Face fine-tuning blog — ternary quantization 'made easy'
    How: Hugging Face publishes practitioner-facing blog/tutorial on fine-tuning to 1.58-bit precision
    Source: Hugging Face blog — 1.58-bit extreme quantization made easyconf 95%
    Notes: HIT — Mainstream ML community has accepted ternary as practical, not just theoretical.
  3. 2024-10-15hitMicrosoft open-sources BitNet inference framework
    How: Microsoft releases open-source inference framework supporting 1.58-bit ternary models
    Source: GitHub — microsoft/BitNetconf 99%
    Notes: HIT — Open framework enables 100B+ parameter inference on single CPU per Glen Rhodes coverage.
  4. 2025-04-15hitMicrosoft releases bitnet-b1.58-2B-4T on Hugging Face
    How: Microsoft publishes production-grade ternary 2B parameter model (4T tokens) on Hugging Face
    Source: Hugging Face — microsoft/bitnet-b1.58-2B-4Tconf 99%
    Notes: HIT — Production-quality ternary 2B model. Sub-bit precision is now beyond research.
  5. 2025-06-01 → 2027-06-30pendingFirst commercial LLM API deploys ternary weights at scale
    How: Major LLM API provider (Microsoft, Anthropic, OpenAI, Google) ships ternary-weight model in production with public latency/cost benefits
    Source: Vendor product announcementsconf 55%
    Notes: Cascade — Required for Blundin's 'optimal' claim to be validated by market.
  6. 2025-12-01 → 2027-12-31pendingFrontier model trained natively in ternary precision (>50B params)
    How: Public research or product announcement of frontier-class (>50B params) LLM trained natively in ternary precision matching FP16 SOTA
    Source: arXiv; Meta/Microsoft/Anthropic research blogsconf 50%
    Notes: Cascade — Strong signal that ternary is endpoint of quantization, validating Blundin's 90% confidence.

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq248_040
Pausing AI will fail and only accelerate race dynamics.Alex Wissner-Gross
53.0%0.9200.050-0.056
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.031
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.018
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.013
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.010

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

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
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
prereq248_040Pausing AI will fail and only accelerate race dynamics.AI
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

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "90% confidence ternary optimal",
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "I am 90% sure that turnary is the optimal now. I've got simulations running all the time.",
  "to_year": 2026,
  "verbatim": "Well, I I am 90% sure that turnary is the optimal now. I've got simulations running all the time.",
  "conv_cues": "90% sure",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "present/near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Microsoft BitNet b1.58 (ternary) matches FP16 LLaMA 2 perplexity",
      "notes": "HIT — Foundation paper. BitNet b1.58 with 3.9B is 2.4x faster, 3.32x less memory than LLaMA 3B.",
      "source": "arXiv 2402.17764 — The Era of 1-bit LLMs",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://arxiv.org/html/2402.17764v1",
      "expected_date": "2024-02-27",
      "observed_date": "2024-02-27",
      "research_origin": "deep_research",
      "measurement_criterion": "Microsoft research paper demonstrates BitNet b1.58 with ternary weights {-1,0,1} matches FP16 LLaMA 2 perplexity from 3B+ size"
    },
    {
      "kind": "llm_pre_event",
      "label": "Hugging Face fine-tuning blog — ternary quantization 'made easy'",
      "notes": "HIT — Mainstream ML community has accepted ternary as practical, not just theoretical.",
      "source": "Hugging Face blog — 1.58-bit extreme quantization made easy",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://huggingface.co/blog/1_58_llm_extreme_quantization",
      "expected_date": "2025-01-30",
      "observed_date": "2024-12-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-06-30",
        "from": "2024-09-01"
      },
      "measurement_criterion": "Hugging Face publishes practitioner-facing blog/tutorial on fine-tuning to 1.58-bit precision"
    },
    {
      "kind": "llm_pre_event",
      "label": "Microsoft open-sources BitNet inference framework",
      "notes": "HIT — Open framework enables 100B+ parameter inference on single CPU per Glen Rhodes coverage.",
      "source": "GitHub — microsoft/BitNet",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://github.com/microsoft/BitNet",
      "expected_date": "2025-02-14",
      "observed_date": "2024-10-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-06-30",
        "from": "2024-10-01"
      },
      "measurement_criterion": "Microsoft releases open-source inference framework supporting 1.58-bit ternary models"
    },
    {
      "kind": "llm_pre_event",
      "label": "Microsoft releases bitnet-b1.58-2B-4T on Hugging Face",
      "notes": "HIT — Production-quality ternary 2B model. Sub-bit precision is now beyond research.",
      "source": "Hugging Face — microsoft/bitnet-b1.58-2B-4T",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://huggingface.co/microsoft/bitnet-b1.58-2B-4T",
      "expected_date": "2025-07-02",
      "observed_date": "2025-04-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-12-31",
        "from": "2025-01-01"
      },
      "measurement_criterion": "Microsoft publishes production-grade ternary 2B parameter model (4T tokens) on Hugging Face"
    },
    {
      "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": -5,
      "source_id": "SEM_011",
      
... (truncated)