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ROB_023predictionSpaceFalcon-9-140-launches-2026

SpaceX expects approximately 140-145 Falcon 9 launches in 2026 — maintaining the infrastructural backbone required to deploy advanced AI systems into orbit; SpaceX aims to place AI directly on the Moon by 2026.

Predictor: Gwynne Shotwell

Prior probability
72.0%
Current probability
57.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
in_progress
Window
2026-01-01 – 2026-11-30
Edges in / out
6 / 0
Tickers exposed
22

Prediction text

SpaceX expects approximately 140-145 Falcon 9 launches in 2026 — maintaining the infrastructural backbone required to deploy advanced AI systems into orbit; SpaceX aims to place AI directly on the Moon by 2026. | Monthly SpaceX launch cadence updates

Key catalyst: Monthly SpaceX launch cadence updates

Watch events: Monthly Falcon 9 launch counts; Artemis / CLPS lunar lander AI payloads

Resolution evidence

Status: in_progress

2025 Falcon 9 cadence ~134 launches; 2026 target ~140-145 extension plausible. AI-on-Moon-by-2026 more aggressive per SPC_008 planetary-0% base rate.

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

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 72%2026-04-302026-05-022026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 57.7%

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: 3 fired ✓ · 2 overdue ⏱ · 2 pending
  1. 2026-03-26hitSpaceX requests FCC license for up to 1 million AI satellites
    How: SpaceX files FCC application for up to ~1 million AI satellites for orbital deployment
    Source: TIME — Shotwell Aims to Put AI on the Moonconf 90%
  2. 2026-03-07overdueQ1 window check-in (25%)
  3. 2026-03-26hitGwynne Shotwell publicly states 140-145 Falcon 9 launches target for 2026
    How: Shotwell publicly states '140, 145-ish' Falcon 9 launches target for 2026 in TIME interview or equivalent
    Source: TIME — SpaceX's Gwynne Shotwell Aims to Put AI on the Moon (March 2026)conf 99%
    Notes: HIT — Shotwell publicly said 'maybe 140, 145-ish' Falcon 9 launches in 2026 in TIME profile. Source quote verified.
  4. 2026-03-26hitArtemis IV Moon mission targeting 2028 confirmed by Shotwell
    How: Shotwell publicly states Artemis IV / SpaceX Moon mission targeting 2028 — slipped from earlier targets
    Source: TIME — Read TIME's Full Interview with Shotwellconf 95%
    Notes: Shotwell said 'gunning for 2028' for Artemis IV — meaning AI-on-Moon-by-2026 portion of original claim is unlikely; 2028 is the realistic timeline.
  5. 2026-05-12overdueQ2 window check-in (50%)
  6. 2026-06-15 → 2026-07-15pendingSpaceX Falcon 9 H1 2026 launch cadence on track for 70+ launches by mid-year
    How: SpaceX completes ≥70 Falcon 9 launches in first half of 2026 (≥11.5/month average to support 140+ year)
    Source: Wikipedia — List of Falcon 9 and Falcon Heavy launchesconf 70%
  7. 2026-07-17pendingQ3 window check-in (75%)
  8. 2026-11-01 → 2026-12-31pendingSpaceX achieves 140 Falcon 9 launches by year-end 2026
    How: Total Falcon 9 launches in 2026 calendar year reaches ≥140 per Wikipedia/SpaceX official tally
    Source: Space Explored — SpaceX's Falcon 9 triple digit launch years are numbered (Oct 2025)conf 55%
    Notes: Direct measurement of headline 140-145 claim. 2025 was 165, so 140-145 is a slowdown but still feasible.
  9. 2026-12-01 → 2027-12-31pendingStarship operational for AI satellite mass deployment by 2027
    How: Starship achieves operational satellite-deployment cadence sufficient to launch dedicated AI satellite constellations
    Source: Payload — SpaceX Leadership Map Out the Future of the Starship Programconf 55%

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: 58%)

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_sweep2026-05-30T22:15:00Z57.7%-4.9pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.577 blend=0.577 LLR=-0.203 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.5497684922277138,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Gwynne Shotwell",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.5129168806105495,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.6254900100522517,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "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": "2026-05-12",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6151620554406003,
  "outside_weight": 0.3848379445593997,
  "posterior_prob": 0.5769302525158488,
  "posterior_logit": 0.3101843265564673,
  "predictor_brier": null,
  "inside_posterior": 0.5769302525158488,
  "blended_posterior": 0.5769302525158488,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2027325540540822,
  "predictor_n_resolved": 0
}
metadata_milestone_miss_sweep2026-05-02T22:07:21Z62.5%-4.6pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.625 blend=0.625 LLR=-0.203 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.6338685427014515,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Gwynne Shotwell",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.7156494346646319,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.6716482744761063,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "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": "2026-03-07",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5562920201089838,
  "outside_weight": 0.4437079798910162,
  "posterior_prob": 0.6254900100522517,
  "posterior_logit": 0.5129168806105497,
  "predictor_brier": null,
  "inside_posterior": 0.6254900100522517,
  "blended_posterior": 0.6254900100522517,
  "reference_class_id": null,
  "total_adjusted_llr": -0.2027325540540822,
  "predictor_n_resolved": 0
}
LBP2026-04-30T16:39:51Z67.2%-1.7pp
Network propagation: 68.9% → 67.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z68.9%-3.1pp
Network propagation: 72.0% → 68.9%
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%0.0500.720+0.089
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.720+0.063

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

22 ticker(s) linked

Beneficiaries (17)

ASTSBKSYLUNRMNTSFLYRKLBGSATPLIRDMKRMNNNEAMZNBALHXLMTNOCRTX

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
correlateS_IPO_TRILLION_2026First $1T+ IPO in 2026ipo_trillion_plus
killerTK15SpaceX Starship Catastrophic Failure
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_import2025 Falcon 9 cadence ~134 launches; 2026 target ~140-145 extension plausible. AI-on-Moon-by-2026 more aggressive per SPC_008 planetary-0% base rate.

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.744manifoldHow many successful SpaceX launches in June 2026 UTCmentionspending2026-05-18
0.733manifoldHow many successful SpaceX launches in May 2026 UTCmentionspending2026-05-01
0.722manifoldHow high will SpaceX get on the Market Cap Leaderboard in 2026?mentionspending2026-06-01
0.698manifoldWill SpaceX launch a rocket in the next 24h?99%mentionspending2026-05-06
0.695manifoldWill SpaceX complete a Starship integrated test flight reaching orbital insertion by June 14, 2026?3%mentionspending2026-05-16
0.694manifoldWhen will SpaceX first fly humans around the Moon?mentionspending2026-05-26
0.678manifoldWill SpaceX exercise its $60B acquisition option for Cursor before December 31, 2026?76%mentionspending2026-05-05
0.642manifoldWill Blue Moon be launched on Falcon Heavy ?17%mentionspending2026-06-02
0.636manifoldWill SpaceX Plan a booster catch on Flight 12?17%mentionspending2026-05-05
0.629gdelt68878 eutelsat resiste aux manoeuvres de spacex sur le marche americain.htmlmentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "140-145 Falcon 9 launches",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Distinct Shotwell operational framing from SPC_009 (Mars 5-7yr delay) and CYB_020 (Starlink data canopy). Specific launch-cadence + lunar-AI claim.",
  "to_year": 2026,
  "conv_cues": "COO FIRST_PERSON; specific launch count",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "SpaceX requests FCC license for up to 1 million AI satellites",
      "source": "TIME — Shotwell Aims to Put AI on the Moon",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://time.com/article/2026/03/26/spacex-gwynne-shotwell-full-interview/",
      "expected_date": "2026-03-01",
      "observed_date": "2026-03-26",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "SpaceX files FCC application for up to ~1 million AI satellites for orbital deployment"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -6,
      "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": "llm_pre_event",
      "label": "Gwynne Shotwell publicly states 140-145 Falcon 9 launches target for 2026",
      "notes": "HIT — Shotwell publicly said 'maybe 140, 145-ish' Falcon 9 launches in 2026 in TIME profile. Source quote verified.",
      "source": "TIME — SpaceX's Gwynne Shotwell Aims to Put AI on the Moon (March 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://time.com/article/2026/03/26/gwynne-shotwell-profile/",
      "expected_date": "2026-03-26",
      "observed_date": "2026-03-26",
      "research_origin": "deep_research",
      "measurement_criterion": "Shotwell publicly states '140, 145-ish' Falcon 9 launches target for 2026 in TIME interview or equivalent"
    },
    {
      "kind": "llm_pre_event",
      "label": "Artemis IV Moon mission targeting 2028 confirmed by Shotwell",
      "notes": "Shotwell said 'gunning for 2028' for Artemis IV — meaning AI-on-Moon-by-2026 portion of original claim is unlikely; 2028 is the realistic timeline.",
      "source": "TIME — Read TIME's Full Interview with Shotwell",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://time.com/article/2026/03/26/spacex-gwynne-shotwell-full-interview/",
      "expected_date": "2026-03-26",
      "observed_date": "2026-03-26",
      "research_origin": "deep_research",
      "measurement_criterion": "Shotwell publicly states Artemis IV / SpaceX Moon mission targeting 2028 — slipped from earlier targets"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -3,
      "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": "llm_pre_event",
      "label": "SpaceX Falcon 9 H1 2026 launch cadence on track for 70+ launches by mid-year",
      "source": "Wikipedia — List of Falcon 9 and Falcon Heavy launches",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://en.wikipedia.org/wiki/List_of_Falcon_9_and_Falcon_Heavy_launches",
      "expe
... (truncated)