← Cockpit
248_041predictionSpaceorbital-AI

Maine data center moratorium gives other states / Elon time to move compute to orbit.

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

Prior probability
60.0%
Current probability
45.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2027-11-30
Edges in / out
3 / 5
Tickers exposed
35

Prediction text

Maine data center moratorium gives other states / Elon time to move compute to orbit. | the state of Maine passed the first ever statewide data center ban in the United States legislature passed an 18-month moratorum on new data centers to give the task force time to study their impact, which means time for all the other data centers to pull out ahead and for Elon's efforts to go to orbit to take place

Watch events: Starcloud Blackwell satellite (Oct 2026); Google Project Suncatcher demo satellite; FCC DC filings

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
the state of Maine passed the first ever statewide data center ban in the United States legislature passed an 18-month moratorum on new data centers to give the task force time to study their impact, which means time for all the other data centers to pull out ahead and for Elon's efforts to go to orbit to take place

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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: regulatory_freeze_window

Linked via embedding similarity 0.599

Major-country regulatory pause/moratorium on AI capability research lasting >6 months

Base rate
5.0%
0/4 historical
Inside weight
Outside weight
no pull
inside 45.3% → blend 45.3% 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

9 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-022026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.3%

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: 3 fired ✓ · 1 missed ✗ · 1 overdue ⏱ · 4 pending
  1. 2026-04-09hitMaine LD 307 18-month data center moratorium passes Legislature with bipartisan support
    How: Maine Morning Star / state government records confirm bill passage through Legislature
    Source: deep_research_enrichedconf 98%
  2. 2026-04-17overdueQ1 window check-in (25%)
  3. 2026-04-25hitGov. Mills vetoes Maine data center moratorium (LD 307)
    How: Maine Public / WBUR / TechCrunch confirm gubernatorial veto of LD 307
    Source: deep_research_enrichedconf 98%
  4. 2026-04-29missMaine House sustains Mills' veto — moratorium dies; thesis premise (statewide moratorium gives time) invalidated
    How: Maine House vote fails to override veto; LD 307 dead. Underlying premise of prediction (Maine moratorium creates window for orbital migration) negated.
    Source: deep_research_enrichedconf 95%
  5. 2026-04-29hitMaine Data Center Advisory Council established by EO (replaces moratorium pathway)
    How: Mills EO signed creating advisory council to study impacts; substitute for moratorium
    Source: deep_research_enrichedconf 90%
  6. 2026-08-01pendingQ2 window check-in (50%)
  7. 2026-11-15pendingQ3 window check-in (75%)
  8. 2026-10-01 → 2026-12-31pendingSpaceX Starcloud-2 launch with multi-GPU (Blackwell) orbital compute payload
    How: Starcloud announcement / launch confirmation of Starcloud-2 with 100x first-sat power and multi-GPU including Blackwell
    Source: deep_research_enrichedconf 55%
  9. 2026-06-01 → 2027-08-31pendingOther state passes data-center moratorium or significant siting restriction (substitution test)
    How: A US state other than Maine passes statewide moratorium or significant siting restriction on >20MW data centers, providing alternate pathway for thesis
    Source: deep_research_enrichedconf 40%

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: 45%)

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
LBP2026-05-24T02:00:02Z45.3%+3.3pp
Network propagation: 42.0% → 45.3%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z42.0%+6.4pp
Network propagation: 35.6% → 42.0%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z35.6%+11.2pp
Network propagation: 24.4% → 35.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z24.4%+14.4pp
Network propagation: 10.0% → 24.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z10.0%-20.6pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.237 blend=0.100 LLR=-0.352 κ=0.87 w_in=0.42 regulatory_freeze_window
Raw metadata
{
  "trf": 0.8253269695122971,
  "kappa": 0.8684,
  "base_rate": 0.05,
  "predictor": "Peter Diamandis",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.8179802314902693,
  "bayes_factor": "1.4:1 against",
  "blend_reason": "blend 42% inside / 57% outside (TRF=0.825, base_rate=0.050 from regulatory_freeze_window)",
  "inside_prior": 0.3061925688067514,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": true,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.8684,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.35210589988112995,
      "expected_date": "2026-04-17",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.422271121341392,
  "outside_weight": 0.577728878658608,
  "posterior_prob": 0.10018407123826027,
  "posterior_logit": -1.1700861313713993,
  "predictor_brier": 0.02669,
  "inside_posterior": 0.23683941597575228,
  "blended_posterior": 0.10018407123826027,
  "reference_class_id": "regulatory_freeze_window",
  "total_adjusted_llr": -0.35210589988112995,
  "predictor_n_resolved": 14
}
LBP2026-04-30T16:39:51Z30.6%+13.2pp
Network propagation: 17.4% → 30.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z17.4%-13.2pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.174 w_in=0.41 regulatory_freeze_window
LBP2026-04-30T02:18:57Z30.6%+13.2pp
Network propagation: 17.4% → 30.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z17.4%-42.6pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.174 w_in=0.41 regulatory_freeze_window

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
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.081
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.600+0.081
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.046

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_013
Artemis 4 crewed moon landing mission to south pole in earlyPeter Diamandis
42.2%0.6500.050-0.089
prereq230_016
Data center regulation in NY/elsewhere will accelerate movinAlex Wissner-Gross
54.7%0.9200.050-0.087
prereq246_020
China will land on moon by 2030 (credible competitive missioAlex Wissner-Gross
31.7%0.5000.050-0.054
prereq231_032
Everyone (China included) will want their own Dyson swarms/SAlex Wissner-Gross
31.2%0.5000.050-0.050
prereq232_049
Dyson swarm of AI orbital data centers will be built by disaAlex Wissner-Gross
19.0%0.3000.050-0.023

Ticker exposure

35 ticker(s) linked

Beneficiaries (22)

MRCYGSATIRDMASTSBKSYTSEMCRWVSKYTRKLBPLNBISAMZNBABAESYIFNNYLHXLMTMCHPNOCSTMTDGTXN

Adverse (3)

DISHSESVSAT

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK15SpaceX Starship Catastrophic Failure

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_016Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).Space
prereq246_013Artemis 4 crewed moon landing mission to south pole in early 2028.Space
prereq231_032Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.Space
prereq246_020China will land on moon by 2030 (credible competitive mission).Geopolitics
prereq232_049Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.Space

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2027-12-31[Space 2027-12] ncatcher demo satellite; FCC DC filings [248_041] Starcloud Blackwell satellite (Oct 2026); Google Project Suncatcher demo satellite; FCC DC filings [SPC_012] Starship ship-to-ship propellant transfer demopending

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.551polymarketWill Graham Platner be the Democratic nominee for Senate in Maine?98%mentionspending2025-09-15

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "18 months",
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "FORECAST",
  "role": "Host",
  "context": "Maine's 18-month moratorum... time for all the other data centers to pull out ahead and for Elon's efforts to go to orbit to take place",
  "to_year": 2027,
  "verbatim": "the state of Maine passed the first ever statewide data center ban in the United States legislature passed an 18-month moratorum on new data centers to give the task force time to study their impact, which means time for all the other data centers to pull out ahead and for Elon's efforts to go to orbit to take place",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "18-month moratorium window",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Maine LD 307 18-month data center moratorium passes Legislature with bipartisan support",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.98,
      "source_url": "https://mainemorningstar.com/2026/04/09/landmark-data-center-moratorium-passes-maine-legislature/",
      "expected_date": "2026-04-09",
      "observed_date": "2026-04-09",
      "research_origin": "deep_research",
      "measurement_criterion": "Maine Morning Star / state government records confirm bill passage through Legislature"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -8,
      "source_id": null,
      "expected_date": "2026-04-17",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "Gov. Mills vetoes Maine data center moratorium (LD 307)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.98,
      "source_url": "https://www.mainepublic.org/politics/2026-04-25/janet-mills-vetoes-moratorium-on-data-center-development-in-maine",
      "expected_date": "2026-04-25",
      "observed_date": "2026-04-25",
      "research_origin": "deep_research",
      "measurement_criterion": "Maine Public / WBUR / TechCrunch confirm gubernatorial veto of LD 307"
    },
    {
      "kind": "llm_pre_event",
      "label": "Maine House sustains Mills' veto — moratorium dies; thesis premise (statewide moratorium gives time) invalidated",
      "source": "deep_research_enriched",
      "status": "miss",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.centralmaine.com/2026/04/29/maine-legislature-sustains-mills-data-center-moratorium-veto/",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "research_origin": "deep_research",
      "measurement_criterion": "Maine House vote fails to override veto; LD 307 dead. Underlying premise of prediction (Maine moratorium creates window for orbital migration) negated."
    },
    {
      "kind": "llm_post_event",
      "label": "Maine Data Center Advisory Council established by EO (replaces moratorium pathway)",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.maine.gov/governor/mills/news/governor-mills-signs-executive-order-establish-maine-data-center-advisory-council-2026-04-29",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "research_origin": "deep_research",
      "measurement_criterion": "Mills EO signed creating advisory council to study impacts; substitute for moratorium"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "
... (truncated)