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248_038predictionRoboticshumanoids

We will see humanoid robot threats alongside the current Sam Altman backlash.

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

Prior probability
50.0%
Current probability
34.1%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
7 / 5
Tickers exposed
29

Prediction text

We will see humanoid robot threats alongside the current Sam Altman backlash. | You know, we haven't even gotten a humanoid robot threat, right?

Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
You know, we haven't even gotten a humanoid robot threat, right?

Predictor: Salim Ismail

κ + Brier as of 2026-05-22
κ (discount)
0.643
Brier
0.0144
excellent
Hits / Misses
1 / 0
of 2 resolved
Hit rate
50.0%
Calibration plot (stated vs observed)

Evidence about this node from Salim Ismail 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: humanoid_commercial_volume

Linked via embedding similarity 0.570

>10,000 unit cumulative deployment of humanoid robot SKU within 3 years of debut

Base rate
10.0%
0/3 historical
Inside weight
Outside weight
no pull
inside 34.1% → blend 34.1% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

6 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.1%

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 ✓
  1. 2026-07-20pendingOptimus 3 production starts summer 2026
  2. 2026-05-01 → 2027-06-30pendingMajor US/EU news incident: humanoid robot injures human at consumer-facing event
    How: AP/Reuters/major outlet reports a humanoid robot (Optimus, Figure, 1X, Apptronik, Unitree H1, etc.) injuring a member of the public in a US/EU venue, distinct from existing China demo incidents.
    Source: https://www.eweek.com/news/china-robot-grabs-student-campus-performance-apac/conf 55%
  3. 2026-06-01 → 2027-12-31pendingASTM/ISO publishes first humanoid-specific safety standard
    How: ASTM International or ISO publishes a humanoid-robot-specific safety standard (distinct from generic industrial robot standards) addressing tip-overs, force limits, public-area operation.
    Source: https://www.techjournal.uk/p/astm-calls-for-urgent-safety-standardsconf 70%
  4. 2026-06-01 → 2027-12-31pendingFirst US state introduces legislation regulating humanoid robots in public spaces
    How: Bill introduced in any US state legislature explicitly regulating humanoid-robot operation in public spaces (registration, liability, insurance, geofencing) — distinct from broader AI/AV laws.
    Source: https://www.hilldickinson.com/our-view/articles/humanoid-robots-and-the-law-preparing-for-a-new-era-of-risk/conf 60%
  5. 2026-06-01 → 2027-12-31pendingPolling shows majority of Americans 'concerned' about humanoid robots in public
    How: Pew Research, Gallup, or Edelman Trust Barometer national poll reports >50% of US adults express concern about humanoid robots, distinct from general AI sentiment.
    Source: https://roboticsandautomationnews.com/2026/03/31/why-chinas-new-humanoid-robot-standards-could-change-the-industry/100263/conf 65%
  6. 2026-06-01 → 2027-12-31pendingCybersecurity firm publishes proof-of-concept exploit for production humanoid robot fleet
    How: Mandiant, Crowdstrike, Trend Micro, or similar firm publishes named CVE or research demonstrating remote control or hijack of a deployed humanoid robot model.
    Source: https://www.darkreading.com/ics-ot-security/cybersecurity-risks-humanoid-robotsconf 55%
  7. 2027-01-01 → 2028-12-31pendingCascade: Federal humanoid-robot regulation hearing held in US Congress
    How: US House or Senate committee holds named hearing specifically focused on humanoid-robot safety, with industry executives subpoenaed or invited to testify.
    Source: https://diginomica.com/humanoid-robotics-part-two-robot-reports-are-coming-warning-warningconf 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: 34%)

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
LBP2026-05-10T02:00:02Z34.1%+2.1pp
Network propagation: 32.0% → 34.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z32.0%+4.5pp
Network propagation: 27.4% → 32.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z27.4%+9.7pp
Network propagation: 17.7% → 27.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z17.7%-10.6pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.177 w_in=0.30 humanoid_commercial_volume
LBP2026-04-30T02:18:57Z28.3%+10.6pp
Network propagation: 17.7% → 28.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z17.7%-32.3pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.177 w_in=0.30 humanoid_commercial_volume

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
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.500+0.060
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050+0.051
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050+0.043
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050+0.037
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050+0.008

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_019
Fast food chains will bring in humanoid robots very shortly Peter Diamandis
12.8%0.6500.050+0.132
prereq247_043
Humanoid robots will be utterly transformative for 2/3 of USAlex Wissner-Gross
26.2%0.5000.050-0.055
prereq241_029
Humanoid robot assembly of rockets is beyond current robots Eric Schmidt
27.9%0.6000.050-0.037
prereq240_037
Amazon Zoox Robotaxi will launch in LA in 2027Peter Diamandis
23.5%0.6500.050+0.024
prereq239_011
Optimus 3 production starts summer 2026Elon Musk
22.5%0.5500.050-0.000

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq247_042Professional Robotics League first US match on April 19, 2026 in BostonRobotics
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
correlateS_HUMANOID_MASS_2033Humanoid R4: 10M+ cumulative by Dec 2033humanoid_deployment
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_019Fast food chains will bring in humanoid robots very shortly to replace workers.Robotics
prereq240_037Amazon Zoox Robotaxi will launch in LA in 2027Auto/Transport
prereq241_029Humanoid robot assembly of rockets is beyond current robots for a long timeRobotics
prereq239_011Optimus 3 production starts summer 2026Robotics
prereq247_043Humanoid robots will be utterly transformative for 2/3 of US services sectorRobotics

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.682manifoldWill @EliezerYudkowsky pose in a five-guys-wearing-fedoras-behind-Aella-who-is-on-a-sofa picture before 2027?21%mentionspending2026-05-06
0.643github_releasehuggingface/transformers v5.6.1mentionspending2026-04-23
0.630github_releasehuggingface/transformers v4.57.3mentionspending2025-11-25
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-05-17
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-05-24
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-05-10
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-05-03
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-04-25
0.629manifoldWho of the unstable SMP will post this week?mentionspending2026-06-01
0.622github_releasehuggingface/transformers v5.5.1mentionspending2026-04-09

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "we haven't even gotten a humanoid robot threat, right?",
  "to_year": 2026,
  "verbatim": "You know, we haven't even gotten a humanoid robot threat, right?",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "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": -5,
      "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": -4,
      "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",
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      "ordinal": -3,
      "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": -2,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Professional Robotics League first US match on April 19, 2026 in Boston",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -1,
      "source_id": "247_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "We will see humanoid robot threats alongside the current Sam Altman backlash.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "248_038",
      "expected_date": "2026-06-16",
      "observed_date": null
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    {
      "kind": "cascade",
      "label": "Optimus 3 production starts summer 2026",
      "status": "pending",
      "weight": 0.5,
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      "source_id": "239_011",
      "expected_date": "2026-07-20",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Major US/EU news incident: humanoid robot injures human at consumer-facing event",
      "source": "https://www.eweek.com/news/china-robot-grabs-student-campus-performance-apac/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-11-29",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "AP/Reuters/major outlet reports a humanoid robot (Optimus, Figure, 1X, Apptronik, Unitree H1, etc.) injuring a member of the public in a US/EU venue, distinct from existing China demo incidents."
    },
    {
      "kind": "llm_pre_event",
      "label": "ASTM/ISO publishes first humanoid-specific safety standard",
      "source": "https://www.techjournal.uk/p/astm-calls-for-urgent-safety-standards",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 3,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
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      "measurement_criterion": "ASTM International or ISO publishes a humanoid-robot-specific safety standard (distinct from generic industrial robot standards) addressing tip-overs, force limits, public-area operation."
    },
    {
      
... (truncated)