Another humanoid species will emerge at some future point beyond homo sapiens.
Predictor: Salim Ismail · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source
Prediction text
Another humanoid species will emerge at some future point beyond homo sapiens. | the last Neanderthals died out about 40,000 years ago and it's this time right now is the only time we know we only have one uh species of humanoid so there's a case for saying we'll have a bunch more coming at the at the at some point in the future according to one of these or more of these uh splits
Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count
Verbatim quote
the last Neanderthals died out about 40,000 years ago and it's this time right now is the only time we know we only have one uh species of humanoid so there's a case for saying we'll have a bunch more coming at the at the at some point in the future according to one of these or more of these uh splits
Predictor: Salim Ismail
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-07-01 → 2026-09-30pendingTesla Optimus 3 begins production at Fremont (summer 2026)How: Tesla announces start of Optimus 3 production at Fremont; corroborated by Electrek/Reuters supply-chain reporting.Source: deep_research_enrichedconf 70%
- 2026-06-01 → 2027-12-31pendingFirst peer-reviewed paper on multi-modal embodied 'general' robot intelligenceHow: Major venue (NeurIPS/ICRA/Nature) paper claims demonstrably general manipulation/locomotion across >=20 unstructured tasks at near-human rates on a humanoid platform.Source: llm_enrichedconf 50%
- 2026-06-01 → 2028-12-31pendingGenetic-engineering policy debate around human germline editing intensifiesHow: WHO, NIH, or a national academy issues new statement on germline editing in response to a publicized human-trial proposal.Source: llm_enrichedconf 40%Notes: Salim Ismail's claim is multi-decadal; near-term observable signals are policy-level and the rise of robotic 'second species' framings.
- 2026-06-01 → 2028-12-31pendingMainstream framing emerges of robots/digital agents as 'second species'How: At least three major outlets (NYT/WSJ/Economist/FT/Atlantic) frame humanoid robots or AI agents as a 'new humanoid species' or a successor lineage.Source: llm_enrichedconf 40%
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
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 |
|---|---|---|---|---|---|
| prereq | 247_042 Professional Robotics League first US match on April 19, 202 — Alex Wissner-Gross | 65.0% | 0.500 | 0.050 | -0.051 |
| prereq | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.500 | 0.050 | -0.041 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.500 | 0.050 | -0.013 |
| killer | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | 22.0% | 0.050 | 0.500 | +0.011 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.500 | 0.050 | -0.006 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 235_019 Fast food chains will bring in humanoid robots very shortly — Peter Diamandis | 12.8% | 0.650 | 0.050 | +0.153 |
| prereq | 240_037 Amazon Zoox Robotaxi will launch in LA in 2027 — Peter Diamandis | 23.5% | 0.650 | 0.050 | +0.045 |
| prereq | 247_043 Humanoid robots will be utterly transformative for 2/3 of US — Alex Wissner-Gross | 26.2% | 0.500 | 0.050 | -0.039 |
| prereq | 241_029 Humanoid robot assembly of rockets is beyond current robots — Eric Schmidt | 27.9% | 0.600 | 0.050 | -0.018 |
| prereq | 239_011 Optimus 3 production starts summer 2026 — Elon Musk | 22.5% | 0.550 | 0.050 | +0.017 |
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (6)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | 247_042 | Professional Robotics League first US match on April 19, 2026 in Boston | Robotics | — |
| 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 | TK08 | Humanoid Capital Collapse (Figure/Apptronik Flop) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_019 | Fast food chains will bring in humanoid robots very shortly to replace workers. | Robotics | — |
| prereq | 240_037 | Amazon Zoox Robotaxi will launch in LA in 2027 | Auto/Transport | — |
| prereq | 241_029 | Humanoid robot assembly of rockets is beyond current robots for a long time | Robotics | — |
| prereq | 239_011 | Optimus 3 production starts summer 2026 | Robotics | — |
| prereq | 247_043 | Humanoid robots will be utterly transformative for 2/3 of US services sector | Robotics | — |
Raw metadata
{
"nia": false,
"qty": "multiple new humanoid species",
"url": "https://www.youtube.com/watch?v=LVvleNtllPk",
"mode": "SPECULATION",
"role": "Host",
"context": "we'll have a bunch more coming at the at some point in the future according to one of these or more of these uh splits",
"to_year": 2026,
"verbatim": "the last Neanderthals died out about 40,000 years ago and it's this time right now is the only time we know we only have one uh species of humanoid so there's a case for saying we'll have a bunch more coming at the at the at some point in the future according to one of these or more of these uh splits",
"conv_cues": "case for saying",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "long-term 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",
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},
{
"kind": "prereq",
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},
{
"kind": "prereq",
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},
{
"kind": "prereq",
"label": "Professional Robotics League first US match on April 19, 2026 in Boston",
"status": "hit",
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"ordinal": -1,
"source_id": "247_042",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "event",
"label": "Another humanoid species will emerge at some future point beyond homo sapiens.",
"status": "pending",
"weight": 1,
"ordinal": 0,
"source_id": "248_045",
"expected_date": "2026-06-18",
"observed_date": null
},
{
"kind": "cascade",
"label": "Optimus 3 production starts summer 2026",
"status": "pending",
"weight": 0.5,
"ordinal": 1,
"source_id": "239_011",
"expected_date": "2026-07-20",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "Tesla Optimus 3 begins production at Fremont (summer 2026)",
"source": "deep_research_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": 2,
"source_id": null,
"confidence": 0.7,
"source_url": "https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/",
"expected_date": "2026-08-15",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-09-30",
"from": "2026-07-01"
},
"measurement_criterion": "Tesla announces start of Optimus 3 production at Fremont; corroborated by Electrek/Reuters supply-chain reporting."
},
{
"kind": "llm_pre_event",
"label": "First peer-reviewed paper on multi-modal embodied 'general' robot intelligence",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": 3,
"source_id": null,
"confidence": 0.5,
"expected_date": "2027-03-17",
"research_origin": "training",
"expected_date_range": {
... (truncated)