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IND_016predictionSpacefive-uncrewed-Starships-Mars-2026

By late 2026, SpaceX will launch a flotilla of approximately 5 uncrewed Starships to the Martian surface — success relies entirely on autonomous orbital refilling + AI-driven landing telemetry, proving precursor infrastructure for human colonization ca...

Predictor: Gwynne Shotwell

Prior probability
12.0%
Current probability
21.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2026-11-30
Edges in / out
6 / 0
Tickers exposed
26

Prediction text

By late 2026, SpaceX will launch a flotilla of approximately 5 uncrewed Starships to the Martian surface — success relies entirely on autonomous orbital refilling + AI-driven landing telemetry, proving precursor infrastructure for human colonization can be established without human physical labor onsite. | 2026 Mars window launch attempt

Key catalyst: 2026 Mars window launch attempt

Watch events: 2026 Mars launch window; Starship V3 propellant transfer demo

Resolution evidence

Status: pending

Mars launch window opens Nov 2026; Starship V3 orbital refueling unproven; 5 simultaneous Starships implausible at current cadence. Per SPC_008 base rate, Mars timelines miss 100%.

Predictor: Gwynne Shotwell

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Gwynne Shotwell 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: mars_uncrewed_landing_window

Linked via embedding similarity 0.654

Successful uncrewed payload delivery to Mars surface within named transfer window

Base rate
50.0%
9/18 historical
Inside weight
Outside weight
no pull
inside 21.7% → blend 21.7% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

7 prob_history rows
0%25%50%75%100%prior 12%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 21.7%

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: 1 fired ✓ · 2 overdue ⏱ · 1 pending
  1. 2026-02-09hitMusk announces Mars 2026 mission deprioritized, delayed 5-7 years
    How: Elon Musk publicly announces SpaceX postponing Mars 2026 launch window in favor of lunar missions
    Source: https://www.planetearthandbeyond.co/p/spacex-scrubs-2026-starship-marsconf 95%
    Notes: Falsifying signal — Shotwell prediction of 5-Starship Mars flotilla 2026 is now publicly contradicted by Musk.
  2. 2026-02-26overdueQ1 window check-in (25%)
  3. 2026-04-23overdueQ2 window check-in (50%)
  4. 2026-06-18pendingQ3 window check-in (75%)
  5. 2026-06-01 → 2027-06-30pendingStarship orbital refueling demonstration completed
    How: SpaceX completes first ship-to-ship orbital propellant transfer demonstration in LEO, prerequisite for Mars-class missions
    Source: https://aerospaceamerica.aiaa.org/aiaa-spacex/conf 55%
  6. 2026-12-31pending2026 Mars transfer window (Nov-Dec 2026) closes with zero Starship launches
    How: By end of December 2026, no Starship has launched toward Mars during the 2026 Hohmann transfer window
    Source: https://spaceknown.com/spacex-mars-2026-delays/conf 95%
  7. 2026-12-31pendingSpaceX Starship cumulative successful test flights reach 15+ by end of 2026
    How: SpaceX cumulative successful Starship orbital test flights ≥15 by year-end 2026 (gating any future Mars attempt)
    Source: https://en.wikipedia.org/wiki/SpaceX_Mars_colonization_programconf 55%
  8. 2026-09-01 → 2027-12-31pendingNext viable Mars window targeted by SpaceX shifts to 2028/29
    How: SpaceX official communication or Musk statement re-targets 2028-2029 transfer window as next Mars attempt opportunity
    Source: https://spacexstock.com/mars-transfer-windows-investors-guide/conf 65%

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: 22%)

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
LBP2026-05-10T02:00:02Z21.7%-1.2pp
Network propagation: 22.9% → 21.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z22.9%-2.4pp
Network propagation: 25.3% → 22.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z25.3%+7.7pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.125 blend=0.253 LLR=-0.405 κ=0.50 w_in=0.56 mars_uncrewed_landing_window
Raw metadata
{
  "trf": 0.6338685427014515,
  "kappa": 0.5,
  "base_rate": 0.5,
  "predictor": "Gwynne Shotwell",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -1.542705371340015,
  "bayes_factor": "1.5:1 against",
  "blend_reason": "blend 55% inside / 44% outside (TRF=0.634, base_rate=0.500 from mars_uncrewed_landing_window)",
  "inside_prior": 0.17614233749720626,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": true,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.5,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2027325540540822,
      "expected_date": "2026-02-26",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.5,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.2027325540540822,
      "expected_date": "2026-04-23",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5562920201089838,
  "outside_weight": 0.4437079798910162,
  "posterior_prob": 0.252796700656235,
  "posterior_logit": -1.9481704794481793,
  "predictor_brier": null,
  "inside_posterior": 0.12475298584355045,
  "blended_posterior": 0.252796700656235,
  "reference_class_id": "mars_uncrewed_landing_window",
  "total_adjusted_llr": -0.4054651081081644,
  "predictor_n_resolved": 0
}
LBP2026-04-30T16:39:51Z17.6%-8.2pp
Network propagation: 25.8% → 17.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z25.8%+8.2pp
reference_class_assigned bayesian_v2 inside=0.120 blend=0.258 w_in=0.53 mars_uncrewed_landing_window
LBP2026-04-30T02:18:57Z17.6%-8.2pp
Network propagation: 25.8% → 17.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z25.8%+13.8pp
reference_class_assigned bayesian_v2 inside=0.120 blend=0.258 w_in=0.53 mars_uncrewed_landing_window

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
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.120-0.105
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.120-0.104
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.120-0.103

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

26 ticker(s) linked

Beneficiaries (17)

NNERKLBIRDMKRMNPLLUNRMNTSASTSBKSYFLYGSATAMZNLMTBANOCLHXRTX

Adverse (4)

ALLPGRTRVUBER

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
killerTK15SpaceX Starship Catastrophic Failure
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2026-12-31[Space 2026-12] rbital test; Starlink V3 launch cadence [IND_016] 2026 Mars launch window; Starship V3 propellant transfer demo [SPC_008] Updated milestone tracker; next cohort of dated SpaceX predictionspending

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.707manifoldHow many successful SpaceX launches in June 2026 UTCmentionspending2026-05-18
0.689manifoldHow many successful SpaceX launches in May 2026 UTCmentionspending2026-05-01
0.680manifoldWill SpaceX complete a Starship integrated test flight reaching orbital insertion by June 14, 2026?3%mentionspending2026-05-16
0.660manifoldWill SpaceX launch a rocket in the next 24h?99%mentionspending2026-05-06
0.658manifoldBy when will two Starships launch within 24h?mentionspending2026-06-03
0.622manifoldWho will launch the first crewed Mars flyby mission, USA or China?mentionspending2026-06-01
0.599polymarketWill the United Kingdom send warships through the Strait of Hormuz by May 31, 2026?27%mentionspending2026-05-05
0.598polymarketWill Germany send warships through the Strait of Hormuz by May 31, 2026?8%mentionspending2026-05-05
0.595manifoldWill 200 or more ships cross the straight of Hormuz in a day in 2026?47%mentionspending2026-05-27
0.594manifoldWill 100 or more ships cross the straight of Hormuz in a day in 2026?81%mentionspending2026-05-05

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "~5 uncrewed Starships",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Fourth Shotwell entry (SPC_009 Mars 5-7yr delay, CYB_020 Starlink canopy, ROB_023 140 Falcon 9 launches). Specific 5-Starships-Mars-2026 flotilla framing.",
  "to_year": 2026,
  "conv_cues": "COO FIRST_PERSON; specific launch count",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "late 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Musk announces Mars 2026 mission deprioritized, delayed 5-7 years",
      "notes": "Falsifying signal — Shotwell prediction of 5-Starship Mars flotilla 2026 is now publicly contradicted by Musk.",
      "source": "https://www.planetearthandbeyond.co/p/spacex-scrubs-2026-starship-mars",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.planetearthandbeyond.co/p/spacex-scrubs-2026-starship-mars",
      "expected_date": "2026-02-09",
      "observed_date": "2026-02-09",
      "research_origin": "deep_research",
      "measurement_criterion": "Elon Musk publicly announces SpaceX postponing Mars 2026 launch window in favor of lunar missions"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2026-02-26",
      "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": -2,
      "source_id": null,
      "expected_date": "2026-04-23",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -1,
      "source_id": null,
      "expected_date": "2026-06-18",
      "observed_date": null
    },
    {
      "kind": "event",
      "label": "By late 2026, SpaceX will launch a flotilla of approximately 5 uncrewed Starships to the Martian surface — success relies entirely on autono",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "IND_016",
      "expected_date": "2026-08-13",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Starship orbital refueling demonstration completed",
      "source": "https://aerospaceamerica.aiaa.org/aiaa-spacex/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://aerospaceamerica.aiaa.org/aiaa-spacex/",
      "expected_date": "2026-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "SpaceX completes first ship-to-ship orbital propellant transfer demonstration in LEO, prerequisite for Mars-class missions"
    },
    {
      "kind": "llm_pre_event",
      "label": "2026 Mars transfer window (Nov-Dec 2026) closes with zero Starship launches",
      "source": "https://spaceknown.com/spacex-mars-2026-delays/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://spaceknown.com/spacex-mars-2026-delays/",
      "expected_date": "2026-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "By end of December 2026, no Starship has launched toward Mars during the 2026 Hohmann transfer window"
    },
    {
      "kind": "llm_post_event",
      "label": "SpaceX Starship cumulative 
... (truncated)