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ROB_011predictionSpaceOptimus-Mars-2026

An Optimus unit will be sent to Mars by 2026 — signaling the role of autonomous robotics in extraterrestrial colonization and intertwining robotic + interplanetary expansion; robotic precursors precede biological humans in planetary exploration.

Predictor: Elon Musk

Prior probability
8.0%
Current probability
11.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-11-30
Edges in / out
8 / 0
Tickers exposed
33

Prediction text

An Optimus unit will be sent to Mars by 2026 — signaling the role of autonomous robotics in extraterrestrial colonization and intertwining robotic + interplanetary expansion; robotic precursors precede biological humans in planetary exploration. | 2026 Mars launch window availability + payload readiness

Key catalyst: 2026 Mars launch window availability + payload readiness

Watch events: 2026 Mars launch window; Starship Mars-hardware delivery

Resolution evidence

Status: pending

No Mars launch window until late 2026; Starship V2/V3 readiness and Optimus Mars-hardened variant both unproven.

Predictor: Elon Musk

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0142
excellent
Hits / Misses
1 / 0
of 3 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Elon Musk 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 8%2026-05-022026-05-052026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 11.3%

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 ⏱ · 2 pending
  1. 2026-02-28overdueQ1 window check-in (25%)
  2. 2026-04-27overdueQ2 window check-in (50%)
  3. 2026-06-24pendingQ3 window check-in (75%)
  4. 2026-06-01 → 2026-10-31pendingOptimus integration testing on Starship payload mock-up
    How: Tesla/SpaceX publishes imagery or filing showing Optimus humanoid integrated into Starship cargo configuration for Mars test
    Source: https://www.spacefrontpage.com/2389864_elon-musk-announces-starship-mars-mission-with-optimus-robot-in-2026-human-landings-by-2029conf 40%
  5. 2026-08-01 → 2026-10-31pendingSpaceX confirms Starship V3 readiness for Mars launch window
    How: SpaceX publicly confirms Starship V3 vehicle is ready for late-2026 Earth-Mars transfer window (Nov-Dec 2026)
    Source: https://www.notateslaapp.com/news/2601/spacex-to-land-on-mars-by-late-2026-with-teslas-optimusconf 45%
    Notes: Musk himself called it '50/50' as of late 2025 — schedule slip is the base case.
  6. 2026-11-30pendingOptimus reaches Mars surface in 2026 launch
    How: At least one Optimus unit launches on Starship to Mars during 2026 transfer window (Nov-Dec 2026)
    Source: https://x.com/elonmusk/status/1900774290682683612conf 15%
    Notes: Musk-stated odds were ~50/50 in early 2025, declining since on Starship V3 development pace. Realistic likelihood of slip to 2028 window.
  7. 2026-11-01 → 2026-12-31pendingMars launch window opens November 2026
    How: Earth-Mars Hohmann transfer window naturally opens; SpaceX either launches or formally announces slip to 2028 window
    Source: https://www.space.com/space-exploration/private-spaceflight/elon-musk-says-spacex-will-launch-its-biggest-starship-yet-this-year-but-mars-in-2026-is-50-50conf 99%
    Notes: Astronomical window itself is certain; the question is launch readiness.
  8. 2026-12-01 → 2027-06-30pendingIf 2026 launch slips, formal target shifts to 2028 transfer window
    How: SpaceX publicly retargets first Mars uncrewed launch to the 2028 Earth-Mars window (Sep-Nov 2028)
    Source: SpaceX press; Musk X postsconf 70%

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: 11%)

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
LBP2026-05-17T02:00:01Z11.3%+1.6pp
Network propagation: 9.7% → 11.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z9.7%+2.6pp
Network propagation: 7.2% → 9.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
metadata_milestone_miss_sweep2026-05-05T22:10:59Z7.2%-1.9pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.072 blend=0.072 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.6248519498813744,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Elon Musk",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -2.2994235014332762,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.0911707176322482,
  "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": "2026-04-27",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5626036350830379,
  "outside_weight": 0.4373963649169621,
  "posterior_prob": 0.0717510802230914,
  "posterior_logit": -2.5600970194360153,
  "predictor_brier": 0.01,
  "inside_posterior": 0.0717510802230914,
  "blended_posterior": 0.0717510802230914,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}
LBP2026-05-03T02:00:01Z9.1%+2.8pp
Network propagation: 6.3% → 9.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z6.3%-1.7pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.063 blend=0.063 LLR=-0.261 κ=0.64 no_blend
Raw metadata
{
  "trf": 0.6338685427014515,
  "kappa": 0.6429,
  "base_rate": null,
  "predictor": "Elon Musk",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -2.4423470353692043,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.08,
  "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": "2026-02-28",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "prior_prob",
  "inside_weight": 0.5562920201089838,
  "outside_weight": 0.4437079798910162,
  "posterior_prob": 0.062795355219614,
  "posterior_logit": -2.7030205533719434,
  "predictor_brier": 0.01,
  "inside_posterior": 0.062795355219614,
  "blended_posterior": 0.062795355219614,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2606735180027389,
  "predictor_n_resolved": 2
}

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
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.080-0.040
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.080-0.037
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.080-0.036
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.080-0.035

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

33 ticker(s) linked

Beneficiaries (24)

RNSHFLUNRLYSCFFANUYMPNNESYMSERVHSEHYUSARALNTIRBTABBNYAMZNBYDDYHYMTFIFNNYMIELYPHSTMTELTERTSLATXN

Adverse (4)

ALLUBERPGRTRV

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_ROBOTAXI_MASS_2030Robotaxi >10% urban miles by Nov 2030robotaxi_deployment
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
correlateS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)
killerTK15SpaceX Starship Catastrophic Failure
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.682manifoldWill a humanoid robot walk on the mars before a human does?36%mentionspending2026-05-18
0.635manifoldWill a rover from Earth land on the planet Venus by EOY 2051?68%mentionspending2026-05-09
0.573polymarketWill Israel launch a ground operation in Iran by May 31, 2026?8%mentionspending2026-03-31

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "Optimus to Mars",
  "mode": "FORECAST",
  "role": "Cited-CEO",
  "context": "Specific Musk robot+space framing. Couples with SPC_009 (Mars 5-7yr delay), SPC_010 (1M Mars 2050), 232_057 (Blundin robots first on Mars). Per SPC_008 base rate: Mars timelines 0% on-time.",
  "to_year": 2026,
  "conv_cues": "specific year commitment; CEO FIRST_PERSON",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "by 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-02-28",
      "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": -3,
      "source_id": null,
      "expected_date": "2026-04-27",
      "observed_date": null,
      "miss_emitted_at": "2026-05-05T22:10:59.579573+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2026-06-24",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Optimus integration testing on Starship payload mock-up",
      "source": "https://www.spacefrontpage.com/2389864_elon-musk-announces-starship-mars-mission-with-optimus-robot-in-2026-human-landings-by-2029",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.4,
      "source_url": "https://www.spacefrontpage.com/2389864_elon-musk-announces-starship-mars-mission-with-optimus-robot-in-2026-human-landings-by-2029",
      "expected_date": "2026-08-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-10-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Tesla/SpaceX publishes imagery or filing showing Optimus humanoid integrated into Starship cargo configuration for Mars test"
    },
    {
      "kind": "event",
      "label": "An Optimus unit will be sent to Mars by 2026 — signaling the role of autonomous robotics in extraterrestrial colonization and intertwining r",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "ROB_011",
      "expected_date": "2026-08-21",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "SpaceX confirms Starship V3 readiness for Mars launch window",
      "notes": "Musk himself called it '50/50' as of late 2025 — schedule slip is the base case.",
      "source": "https://www.notateslaapp.com/news/2601/spacex-to-land-on-mars-by-late-2026-with-teslas-optimus",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.notateslaapp.com/news/2601/spacex-to-land-on-mars-by-late-2026-with-teslas-optimus",
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-10-31",
        "from": "2026-08-01"
      },
      "measurement_criterion": "SpaceX publicly confirms Starship V3 vehicle is ready for late-2026 Earth-Mars transfer window (Nov-Dec 2026)"
    },
    {
      "kind": "llm_post_event",
      "label": "Optimus reaches Mars surface in 2026 launch",
      "notes": "Musk-stated odds were ~50/50 in early 2025, declining since on Starship V3 development pace. Realistic likelihood of slip to 2028 window.",
      "source": "https://x.com/elonmusk/status/1900774290682683612",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 2,
      
... (truncated)