← Cockpit
SEM_033predictionAI/PhysicsAI-scaling

AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).

Predictor: Alex Wissner-Gross

Prior probability
65.0%
Current probability
55.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
partial
Window
2026-01-01 – 2027-12-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas). | Physics journal AI-attributed publications

Key catalyst: Physics journal AI-attributed publications

Watch events: Physics journal citations of AI-originated proofs; Nobel Laureate / Fields Medalist endorsements

Resolution evidence

Status: partial

GPT-5.2 Pro launched Dec 2025 with enhanced reasoning; published results on gluon scattering amplitudes referenced in Wissner-Gross Feb 2026 dispatch.

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 65%2026-04-302026-05-012026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 55.6%

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: 6 fired ✓
  1. 2026-02-13hitOpenAI announces GPT-5.2 derives new theoretical physics result
    How: OpenAI publishes blog post 'GPT-5.2 derives a new result in theoretical physics' covering gluon scattering amplitude formula derivation
    Source: https://openai.com/index/new-result-theoretical-physics/ — OpenAI announcement Feb 13 2026conf 99%
    Notes: HIT — directly confirms Wissner-Gross's prediction. GPT-5.2 Pro derived gluon amplitude formula in 20 minutes.
  2. 2026-02-13hitPeer-reviewed arXiv preprint with IAS/Cambridge/Harvard/OpenAI authors
    How: arXiv preprint published with co-authors from Institute for Advanced Study, Vanderbilt, Cambridge, Harvard, OpenAI documenting the gluon result
    Source: https://thequantuminsider.com/2026/02/13/ai-scientist-spots-what-physicists-missed-in-gluon-scattering/ — Quantum Insider coverage of arXiv preprintconf 99%
  3. 2026-06-01 → 2027-06-30pendingSecond AI-derived physics result published by different lab
    How: Second peer-reviewed physics paper credits AI as essential for original derivation, from a different lab (DeepMind, Anthropic, academic group)
    Source: arXiv physics, Nature, Scienceconf 65%
  4. 2026-06-01 → 2027-12-31pendingMajor physics journal accepts AI-derived result for publication
    How: Physical Review Letters, JHEP, or peer accepts paper with AI as essential research contributor (not just tool)
    Source: Journal websites, arXiv DOI trackingconf 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: 56%)

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
LBP2026-05-10T02:00:02Z55.6%-1.2pp
Network propagation: 56.8% → 55.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z56.8%-2.0pp
Network propagation: 58.8% → 56.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
resolution_terminal2026-05-01T00:00:00Z50.0%-8.8pp
resolution_terminal partial outcome=0.5 pre_resolution=0.588
Raw metadata
{
  "source": "backfill_resolution_history.py",
  "status": "partial",
  "bayesian_v2": false,
  "outcome_prob": 0.5,
  "evidence_kind": "resolution_terminal",
  "posterior_prob": 0.5,
  "delta_to_outcome": -0.08818999999999999,
  "inside_posterior": 0.58819,
  "validation_notes": "GPT-5.2 Pro launched Dec 2025 with enhanced reasoning; published results on gluon scattering amplitudes referenced in Wissner-Gross Feb 2026 dispatch.",
  "validation_status": "hit",
  "pre_resolution_prob": 0.58819,
  "resolution_evidence": "GPT-5.2 Pro launched Dec 2025 with enhanced reasoning; published results on gluon scattering amplitudes referenced in Wissner-Gross Feb 2026 dispatch.",
  "does_not_update_current_prob": true
}
LBP2026-04-30T16:39:51Z58.8%-2.5pp
Network propagation: 61.3% → 58.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z61.3%-3.7pp
Network propagation: 65.0% → 61.3%
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
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6500.050-0.104
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6500.050-0.103
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.650-0.086
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.061
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.650+0.046

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.052
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050+0.044
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.033
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050+0.018
prereq248_033
Superhuman AI will make BCI-enhanced humans irrelevant compaDave Blundin
36.7%0.6000.050-0.015

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)
killerTK06China-Taiwan Military Conflict

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq248_033Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.AI

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29hitthesis_timeline_v1.0_importGPT-5.2 Pro launched Dec 2025 with enhanced reasoning; published results on gluon scattering amplitudes referenced in Wissner-Gross Feb 2026 dispatch.

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": "PREDICTION",
  "role": "Guest-VC/Physicist",
  "context": "Wissner-Gross cites GPT-5.2 Pro proving new formulas for complex gluon scattering amplitudes as evidence of autonomous physics research capability.",
  "to_year": 2027,
  "conv_cues": "gaining the capability; citing demonstrations",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "ongoing 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI announces GPT-5.2 derives new theoretical physics result",
      "notes": "HIT — directly confirms Wissner-Gross's prediction. GPT-5.2 Pro derived gluon amplitude formula in 20 minutes.",
      "source": "https://openai.com/index/new-result-theoretical-physics/ — OpenAI announcement Feb 13 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/index/new-result-theoretical-physics/",
      "expected_date": "2026-02-13",
      "observed_date": "2026-02-13",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publishes blog post 'GPT-5.2 derives a new result in theoretical physics' covering gluon scattering amplitude formula derivation"
    },
    {
      "kind": "llm_pre_event",
      "label": "Peer-reviewed arXiv preprint with IAS/Cambridge/Harvard/OpenAI authors",
      "source": "https://thequantuminsider.com/2026/02/13/ai-scientist-spots-what-physicists-missed-in-gluon-scattering/ — Quantum Insider coverage of arXiv preprint",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://thequantuminsider.com/2026/02/13/ai-scientist-spots-what-physicists-missed-in-gluon-scattering/",
      "expected_date": "2026-03-17",
      "observed_date": "2026-02-13",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2026-02-01"
      },
      "measurement_criterion": "arXiv preprint published with co-authors from Institute for Advanced Study, Vanderbilt, Cambridge, Harvard, OpenAI documenting the gluon result"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -1,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro proved new gluon scattering formulas).",
      "status": "partial",
      "weight": 1,
      "ordinal": 0,
      "source_id": "SEM_033",
      "expected_date": "2026-05-01",
      "observed_date": "2026-05-01"
    
... (truncated)