← Cockpit
248_048predictionAIAI-scaling

AI models will move to a post-binary (sub-one-bit) numerical precision paradigm.

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

Prior probability
40.0%
Current probability
34.0%
evolves via intake + LBP
Conviction
2/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

AI models will move to a post-binary (sub-one-bit) numerical precision paradigm. | Do we move to a postbinary paradigm once we've exhausted one bit per parameter?

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
Do we move to a postbinary paradigm once we've exhausted one bit per parameter?

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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

3 prob_history rows
0%25%50%75%100%prior 40%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.0%

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: 4 fired ✓
  1. 2026-06-01 → 2027-12-31pendingSub-1-bit (post-binary) LLM quantization achieves >70% accuracy parity vs FP16 on >=7B model
    How: Peer-reviewed paper on arXiv / NeurIPS / ICLR or HuggingFace model card demonstrates a sub-1-bit quantized model >=7B params achieving within 70% of full-precision baseline on at least 3 of {MMLU, GSM8K, HumanEval, BBH}
    Source: https://arxiv.org/abs/2602.06694conf 70%
  2. 2026-09-01 → 2028-12-31pendingMajor lab (Microsoft, Meta, Google, NVIDIA) ships post-binary precision in production model
    How: One of {Microsoft, Meta, Google DeepMind, NVIDIA, Anthropic, OpenAI} publishes model with weights below 1-bit average precision (e.g., NanoQuant-style ternary+mask, learned codebook, sub-1.58-bit BitNet), confirmed via model card
    Source: https://www.bestaiweb.ai/bitnet-fp8-native-and-the-1-bit-frontier-where-quantization-is-heading-in-2026/conf 55%
  3. 2027-01-01 → 2029-12-31pendingHardware accelerator with native sub-binary support announced
    How: NVIDIA, AMD, Intel, Cerebras, Groq, or major hyperscaler ASIC team announces silicon with native sub-binary or ternary-with-masking compute path, distinct from current FP4/INT4/BitNet 1.58-bit support
    Source: https://medium.com/@rahulponnusamy/the-idea-the-1-bit-revolution-why-agents-are-moving-to-bitnet-1-58b-dc915583d5a4conf 45%
  4. 2027-01-01 → 2030-12-31pendingCascade: 'Information per parameter' theoretical paper redefines compute-optimal scaling laws
    How: Peer-reviewed paper (Nature, NeurIPS, ICML, JMLR) redefines Chinchilla-style compute-optimal scaling laws explicitly incorporating sub-binary representation, proposing 'information per parameter' or analogous metric
    Source: https://huggingface.co/papers/2602.06694conf 35%
  5. 2027-06-01 → 2030-12-31pendingSub-binary quantized model deployed at >1B-user scale
    How: A consumer or enterprise product (Apple Intelligence, Meta AI assistants, Microsoft Copilot, Google Search AI Overviews) ships with a sub-binary quantized core model serving >=1B monthly users; confirmed via product announcement and tech blog
    Source: https://www.jmlr.org/papers/volume26/24-2050/24-2050.pdfconf 35%
  6. 2028-01-01 → 2031-12-31pendingCascade: Sub-binary precision unlocks edge LLM <1W power on smartphone-class device
    How: Apple, Qualcomm, MediaTek, or Google Tensor demonstrates edge LLM running >=7B params at <1W average power on production smartphone, attributed primarily to sub-binary quantization; verified via product launch + independent benchmarking
    Source: https://enerzai.com/resources/blog/small-but-mighty-a-technical-deep-dive-into-1-58-bit-quantizationconf 30%

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
LBP2026-05-03T02:00:01Z34.0%-1.4pp
Network propagation: 35.4% → 34.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.4%-1.9pp
Network propagation: 37.2% → 35.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z37.2%-2.8pp
Network propagation: 40.0% → 37.2%
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%0.0500.400-0.062
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.4000.050-0.055
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.4000.050-0.054
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.400-0.045
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.4000.050-0.030

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%0.9200.050-0.192
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.146
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.135
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.112
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.089

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": "sub-1 bit per parameter",
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "SPECULATION",
  "role": "Host",
  "context": "It's it's sort of I think an interesting almost theological question about the future of ho how many bits can we afford to lose?",
  "to_year": 2026,
  "verbatim": "Do we move to a postbinary paradigm once we've exhausted one bit per parameter?",
  "conv_cues": "Do we; may be headed",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "LOW",
  "milestones": [
    {
      "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": -4,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -1,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "AI models will move to a post-binary (sub-one-bit) numerical precision paradigm.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "248_048",
      "expected_date": "2026-06-15",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Sub-1-bit (post-binary) LLM quantization achieves >70% accuracy parity vs FP16 on >=7B model",
      "source": "https://arxiv.org/abs/2602.06694",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "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"
      },
      "measurement_criterion": "Peer-reviewed paper on arXiv / NeurIPS / ICLR or HuggingFace model card demonstrates a sub-1-bit quantized model >=7B params achieving within 70% of full-precision baseline on at least 3 of {MMLU, GSM8K, HumanEval, BBH}"
    },
    {
      "kind": "llm_pre_event",
      "label": "Major lab (Microsoft, Meta, Google, NVIDIA) ships post-binary precision in production model",
      "source": "https://www.bestaiweb.ai/bitnet-fp8-native-and-the-1-bit-frontier-where-quantization-is-heading-in-2026/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-11-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "One of {Microsoft, Meta, Google DeepMind, NVIDIA, Anthropic, OpenAI} publishes model with weights below 1-bit average precision (e.g., NanoQuant-style ternary+mask, learned codebook, sub-1.58-bit BitNet), confirmed via model card"
    },
    {
      "kind": "cascade",
      "label": "We're exiting the industrial age permanently as recursive self-improvement unfolds.",
   
... (truncated)