← Cockpit
CMQ_031predictionAI/Computepost-Moore

AI has crossed a historic tipping point — traditional Moore's Law is obsolete; AI now follows a highly accelerated, domain-specific experience curve.

Predictor: Alex Wissner-Gross

Prior probability
70.0%
Current probability
42.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
in_progress
Window
2025-01-01 – 2025-12-31
Edges in / out
1 / 0
Tickers exposed
0

Prediction text

AI has crossed a historic tipping point — traditional Moore's Law is obsolete; AI now follows a highly accelerated, domain-specific experience curve. | Algorithmic-efficiency trendlines vs Moore extrapolations

Key catalyst: Algorithmic-efficiency trendlines vs Moore extrapolations

Watch events: Algorithmic efficiency research; FP4 / ternary adoption; experience-curve slopes across AI sub-domains.

Resolution evidence

Status: in_progress

FP4 training, MoE architectures, distillation, and algorithmic efficiency gains all compound beyond Moore — Chinese quant breakthroughs reinforce.

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

5 prob_history rows
0%25%50%75%100%prior 70%2026-05-022026-05-082026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.1%

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: 4 fired ✓ · 4 overdue ⏱
  1. 2025-01-27hitDeepSeek-class efficiency events demonstrate domain-specific experience curve
    How: Single algorithmic-efficiency event produces 10-20x cost reduction for frontier model capability, demonstrating the experience-curve / Wright's-law effect operating much faster than hardware Moore's Law
    Source: https://markets.financialcontent.com/wral/article/tokenring-2026-1-9-the-deepseek-revolution-how-a-6-million-model-shattered-the-ai-compute-moatconf 99%
    Notes: HIT — DeepSeek's $6M frontier-class model directly evidences the domain-specific accelerated experience curve.
  2. 2025-05-14overdueQ1 window check-in (25%)
  3. 2025-09-24overdueQ2 window check-in (50%)
  4. 2025-12-31hitOpenAI documents 44x algorithmic efficiency gain since 2012 (vs Moore's 11x)
    How: OpenAI / Epoch AI / Anthropic publishes data showing algorithmic efficiency for AlexNet-level capability has improved 44x since 2012, vs Moore's Law extrapolation of 11x
    Source: https://openai.com/index/ai-and-efficiency/conf 97%
    Notes: HIT — direct quantitative evidence for accelerated experience curve outpacing Moore's Law.
  5. 2025-12-31hitAI compute efficiency continues to double every ~6 months
    How: MLPerf / Epoch AI / industry tracker reports AI compute efficiency doubles every ~6 months in 2025, materially faster than Moore's Law's ~2-3 year doubling
    Source: MLPerf benchmarks, Epoch AI trackingconf 85%
    Notes: HIT — IEEE Spectrum reports AI training outpacing Moore's Law dramatically; doubling every ~6 months observed.
  6. 2024-01-31hitPat Gelsinger / industry leader publicly acknowledges Moore's Law slowing to ~3-year doubling
    How: Senior semiconductor industry leader (Gelsinger, Su, etc.) publicly states Moore's Law doubling cadence has slowed to ~3 years
    Source: Public statements documented in trade pressconf 95%
    Notes: HIT — Gelsinger publicly stated doubling cadence is closer to 3 years now.
  7. 2026-02-04overdueQ3 window check-in (75%)
  8. 2026-04-30overdueStanford AI Index 2026 documents algorithmic-efficiency curve outpacing hardware Moore's Law
    How: Stanford AI Index 2026 publishes a chart explicitly comparing algorithmic-efficiency trendline to Moore's Law extrapolation, with algorithmic curve materially steeper
    Source: Stanford AI Index 2026 (annual)conf 75%
    Notes: Stanford AI Index has consistently tracked this; 2026 edition expected to confirm trend.

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 42%)

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
LBP2026-05-17T02:00:01Z42.1%+1.3pp
Network propagation: 40.8% → 42.1%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z40.8%+2.5pp
Network propagation: 38.3% → 40.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
metadata_milestone_miss_sweep2026-05-08T22:15:34Z38.3%-6.2pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.383 blend=0.383 LLR=-0.257 κ=0.84 no_blend
Raw metadata
{
  "trf": 0,
  "kappa": 0.8438,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.21963459544601097,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.445311021343854,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.63285,
      "label": "Stanford AI Index 2026 documents algorithmic-efficiency curve outpacing hardware Moore's Law",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.75,
      "source_url": null,
      "adjusted_llr": -0.2565985936662518,
      "expected_date": "2026-04-30",
      "measurement_criterion": "Stanford AI Index 2026 publishes a chart explicitly comparing algorithmic-efficiency trendline to Moore's Law extrapolation, with algorithmic curve materially steeper"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 1,
  "outside_weight": 0,
  "posterior_prob": 0.38314199640545493,
  "posterior_logit": -0.47623318911226276,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.38314199640545493,
  "blended_posterior": 0.38314199640545493,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2565985936662518,
  "predictor_n_resolved": 11
}
LBP2026-05-03T02:00:01Z44.5%-1.0pp
Network propagation: 45.5% → 44.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z45.5%-24.5pp
metadata_milestone_miss_sweep bayesian_v2 n=3 inside=0.455 blend=0.455 LLR=-1.026 κ=0.84 no_blend
Raw metadata
{
  "trf": 0,
  "kappa": 0.8438,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -1.2163953243244932,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.8472978603872034,
  "bayes_factor": "2.8:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.7,
  "kappa_source": "predictor_table",
  "n_milestones": 3,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.8438,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.3421314582216691,
      "expected_date": "2025-05-14",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.8438,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.3421314582216691,
      "expected_date": "2025-09-24",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.8438,
      "label": "Q3 window check-in (75%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.3421314582216691,
      "expected_date": "2026-02-04",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "prior_prob",
  "inside_weight": 1,
  "outside_weight": 0,
  "posterior_prob": 0.4553451684026902,
  "posterior_logit": -0.17909651427780382,
  "predictor_brier": 0.03413,
  "inside_posterior": 0.4553451684026902,
  "blended_posterior": 0.4553451684026902,
  "reference_class_id": null,
  "total_adjusted_llr": -1.0263943746650073,
  "predictor_n_resolved": 11
}

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

No propagation data yet. Run inference/.venv/bin/python scripts/ops/run_loopy_belief_propagation.py on the droplet, or wait for the Sunday 02:00 UTC weekly cron.

Prerequisites (1)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_AGI_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_general_capability

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29partialthesis_timeline_v1.0_importFP4 training, MoE architectures, distillation, and algorithmic efficiency gains all compound beyond Moore — Chinese quant breakthroughs reinforce.

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "mode": "THESIS",
  "role": "Host",
  "context": "Wissner-Gross's scaling-law thesis; reframes computational progress as experience-curve not transistor-density driven.",
  "to_year": 2030,
  "conv_cues": "crossed tipping point; framework claim",
  "direction": "HAPPEN",
  "from_year": 2025,
  "timeframe": "2025+",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "DeepSeek-class efficiency events demonstrate domain-specific experience curve",
      "notes": "HIT — DeepSeek's $6M frontier-class model directly evidences the domain-specific accelerated experience curve.",
      "source": "https://markets.financialcontent.com/wral/article/tokenring-2026-1-9-the-deepseek-revolution-how-a-6-million-model-shattered-the-ai-compute-moat",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://markets.financialcontent.com/wral/article/tokenring-2026-1-9-the-deepseek-revolution-how-a-6-million-model-shattered-the-ai-compute-moat",
      "expected_date": "2025-01-27",
      "observed_date": "2025-01-27",
      "research_origin": "deep_research",
      "measurement_criterion": "Single algorithmic-efficiency event produces 10-20x cost reduction for frontier model capability, demonstrating the experience-curve / Wright's-law effect operating much faster than hardware Moore's Law"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": null,
      "expected_date": "2025-05-14",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2025-09-24",
      "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": "OpenAI documents 44x algorithmic efficiency gain since 2012 (vs Moore's 11x)",
      "notes": "HIT — direct quantitative evidence for accelerated experience curve outpacing Moore's Law.",
      "source": "https://openai.com/index/ai-and-efficiency/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://openai.com/index/ai-and-efficiency/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI / Epoch AI / Anthropic publishes data showing algorithmic efficiency for AlexNet-level capability has improved 44x since 2012, vs Moore's Law extrapolation of 11x"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI compute efficiency continues to double every ~6 months",
      "notes": "HIT — IEEE Spectrum reports AI training outpacing Moore's Law dramatically; doubling every ~6 months observed.",
      "source": "MLPerf benchmarks, Epoch AI tracking",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://spectrum.ieee.org/ai-training-mlperf",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "MLPerf / Epoch AI / industry tracker reports AI compute efficiency doubles every ~6 months in 2025, materially faster than Moore's Law's ~2-3 year doubling"
    },
    {
      "kind": "llm_pre_event",
      "label": "Pat Gelsinger / industry leader publicly acknowledges Moore's Law slowing to ~3-year doubling",
      "notes": "HIT — Gelsinger publicly stated doubling caden
... (truncated)