← Cockpit
CMQ_058predictionAI/Computelocal-compute

Localized hardware setups (multiple Apple Mac Studios, dedicated 'AI Max 300' silicon) will allow developers to run powerful inference workloads directly on-premises — reducing cloud dependency.

Predictor: Alex Finn

Prior probability
80.0%
Current probability
58.9%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
in_progress
Window
2026-01-01 – 2026-12-31
Edges in / out
3 / 0
Tickers exposed
0

Prediction text

Localized hardware setups (multiple Apple Mac Studios, dedicated 'AI Max 300' silicon) will allow developers to run powerful inference workloads directly on-premises — reducing cloud dependency. | Local-LLM adoption metrics; open-source model capability curves

Key catalyst: Local-LLM adoption metrics; open-source model capability curves

Watch events: Local-LLM hardware market size; open-source model capability progression.

Resolution evidence

Status: in_progress

Apple M3 Ultra Mac Studio 512GB unified memory running 70B+ models; open-source Qwen 2.5 / DeepSeek R1 / Llama 3.3 capable on local hardware.

Predictor: Alex Finn

κ + Brier as of 2026-05-22
κ (discount)
0.643
Brier
0.0122
excellent
Hits / Misses
1 / 0
of 2 resolved
Hit rate
50.0%
Calibration plot (stated vs observed)

Evidence about this node from Alex Finn 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

4 prob_history rows
0%25%50%75%100%prior 80%2026-04-302026-05-022026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 58.9%

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: 2 overdue ⏱ · 3 pending
  1. 2026-03-07overdueQ1 window check-in (25%)
  2. 2026-05-12overdueQ2 window check-in (50%)
  3. 2026-07-17pendingQ3 window check-in (75%)
  4. 2026-07-31pending70B-parameter open-weight LLMs run usably on single Mac Studio at >20 tokens/sec
    How: Public benchmarks (MLX, llama.cpp) show Llama 3.x 70B Q4 quantized achieving >=20 tok/s on Mac Studio M-series Ultra
    Source: https://machinelearning.apple.com/research/exploring-llms-mlx-m5conf 90%
    Notes: Apple's MLX research shows neural-accelerator throughput already meets this bar on M5.
  5. 2026-04-01 → 2026-12-31pendingAMD AI Max 300/Ryzen AI Max+ 395 ships in workstation form for local inference
    How: AMD ships dedicated 'AI Max' silicon (Ryzen AI Max+ or successor) with >=128GB unified memory at retail
    Source: AMD product roadmap 2026; reviews of AI Max 300 seriesconf 70%
  6. 2026-09-01 → 2026-12-31pendingApple Mac Studio M5 Ultra ships with 192GB-256GB unified memory for local LLM inference
    How: Apple ships Mac Studio with M5 Ultra chip publicly available for purchase with >=192GB unified memory at >=800 GB/s bandwidth
    Source: https://wccftech.com/m5-ultra-mac-studio-delayed-to-q4-2026-apple-llm-revenue-to-suffer/conf 85%
    Notes: Apple delayed M5 Ultra to ~Q4 2026; older M3 Ultra configs already sold out due to local-LLM demand.
  7. 2026-12-31pendingLocal-LLM developer-tooling adoption: Ollama/LM Studio/MLX combined >5M MAU
    How: Combined monthly active users across major local-LLM runtimes (Ollama, LM Studio, MLX, llama.cpp) exceed 5 million per public telemetry/disclosures
    Source: Ollama/LM Studio public telemetry, GitHub statsconf 60%
  8. 2027-01-01 → 2027-12-31pendingCloud-inference revenue growth decelerates in 2027 as enterprise on-prem migration accelerates
    How: Tier-1 inference cloud providers (OpenAI/Anthropic/Together/Fireworks) report decelerating API token-revenue growth (<50% YoY vs. 2026 baseline) attributable to local-inference shift
    Source: Cloud provider revenue disclosures; Gartner enterprise AI surveysconf 45%

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: 59%)

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
metadata_milestone_miss_sweep2026-05-30T22:15:00Z58.9%-6.1pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.589 blend=0.589 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.5881123843731557,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Alex Finn",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.619747969836153,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.6501612260779359,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6429,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2606735180027389,
      "expected_date": "2026-05-12",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5883213309387909,
  "outside_weight": 0.4116786690612091,
  "posterior_prob": 0.5888163664972889,
  "posterior_logit": 0.3590744518334141,
  "predictor_brier": 0.0122,
  "inside_posterior": 0.5888163664972889,
  "blended_posterior": 0.5888163664972889,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}
metadata_milestone_miss_sweep2026-05-02T22:07:21Z65.0%-5.7pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.650 blend=0.650 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.6650500679109432,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Alex Finn",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.8804214878388924,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.7069095561147094,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6429,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2606735180027389,
      "expected_date": "2026-03-07",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5344649524623397,
  "outside_weight": 0.4655350475376603,
  "posterior_prob": 0.6501612260779359,
  "posterior_logit": 0.6197479698361534,
  "predictor_brier": 0.0122,
  "inside_posterior": 0.6501612260779359,
  "blended_posterior": 0.6501612260779359,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}
LBP2026-04-30T16:39:51Z70.7%-3.4pp
Network propagation: 74.1% → 70.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z74.1%-5.9pp
Network propagation: 80.0% → 74.1%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.800+0.151
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.800+0.121
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.800-0.051

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29partialthesis_timeline_v1.0_importApple M3 Ultra Mac Studio 512GB unified memory running 70B+ models; open-source Qwen 2.5 / DeepSeek R1 / Llama 3.3 capable on local hardware.

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": "local inference mainstream",
  "mode": "FORECAST",
  "role": "Cited-Analyst",
  "context": "Demonstrated workflow: 3+ Mac Studios running Qwen/DeepSeek/Llama class models for cost of electricity only.",
  "to_year": 2028,
  "conv_cues": "predicts; demonstrated workflow",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026+",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-03-07",
      "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": -4,
      "source_id": null,
      "expected_date": "2026-05-12",
      "observed_date": null,
      "miss_emitted_at": "2026-05-30T22:15:00.756418+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2026-07-17",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "70B-parameter open-weight LLMs run usably on single Mac Studio at >20 tokens/sec",
      "notes": "Apple's MLX research shows neural-accelerator throughput already meets this bar on M5.",
      "source": "https://machinelearning.apple.com/research/exploring-llms-mlx-m5",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://machinelearning.apple.com/research/exploring-llms-mlx-m5",
      "expected_date": "2026-07-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Public benchmarks (MLX, llama.cpp) show Llama 3.x 70B Q4 quantized achieving >=20 tok/s on Mac Studio M-series Ultra"
    },
    {
      "kind": "llm_pre_event",
      "label": "AMD AI Max 300/Ryzen AI Max+ 395 ships in workstation form for local inference",
      "source": "AMD product roadmap 2026; reviews of AI Max 300 series",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-08-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "AMD ships dedicated 'AI Max' silicon (Ryzen AI Max+ or successor) with >=128GB unified memory at retail"
    },
    {
      "kind": "event",
      "label": "Localized hardware setups (multiple Apple Mac Studios, dedicated 'AI Max 300' silicon) will allow developers to run powerful inference workl",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "CMQ_058",
      "expected_date": "2026-09-21",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Apple Mac Studio M5 Ultra ships with 192GB-256GB unified memory for local LLM inference",
      "notes": "Apple delayed M5 Ultra to ~Q4 2026; older M3 Ultra configs already sold out due to local-LLM demand.",
      "source": "https://wccftech.com/m5-ultra-mac-studio-delayed-to-q4-2026-apple-llm-revenue-to-suffer/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://wccftech.com/m5-ultra-mac-studio-delayed-to-q4-2026-apple-llm-revenue-to-suffer/",
      "expected_date": "2026-10-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Apple ships Mac Studio w
... (truncated)