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248_045predictionBiotech/Longevityhumanoids

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

Prior probability
50.0%
Current probability
39.0%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
6 / 5
Tickers exposed
29

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

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

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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

5 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 39.0%

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. 2026-07-01 → 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%
  3. 2026-06-01 → 2027-12-31pendingFirst peer-reviewed paper on multi-modal embodied 'general' robot intelligence
    How: 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%
  4. 2026-06-01 → 2028-12-31pendingGenetic-engineering policy debate around human germline editing intensifies
    How: 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.
  5. 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?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 39%)

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
LBP2026-05-24T02:00:02Z39.0%-1.0pp
Network propagation: 40.0% → 39.0%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-10T02:00:02Z40.0%-1.5pp
Network propagation: 41.6% → 40.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z41.6%-2.2pp
Network propagation: 43.7% → 41.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z43.7%-2.8pp
Network propagation: 46.6% → 43.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.6%-3.4pp
Network propagation: 50.0% → 46.6%
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
prereq247_042
Professional Robotics League first US match on April 19, 202Alex Wissner-Gross
65.0%0.5000.050-0.051
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.041
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.013
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.500+0.011
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.006

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+0.153
prereq240_037
Amazon Zoox Robotaxi will launch in LA in 2027Peter Diamandis
23.5%0.6500.050+0.045
prereq247_043
Humanoid robots will be utterly transformative for 2/3 of USAlex Wissner-Gross
26.2%0.5000.050-0.039
prereq241_029
Humanoid robot assembly of rockets is beyond current robots Eric Schmidt
27.9%0.6000.050-0.018
prereq239_011
Optimus 3 production starts summer 2026Elon Musk
22.5%0.5500.050+0.017

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq247_042Professional Robotics League first US match on April 19, 2026 in BostonRobotics
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
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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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",
      "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",
      "weight": 0.5,
      "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": "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)