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SPC_008predictionSpaceSpaceX-milestone-2.5x-rule

SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milestones exhibit 0% on-time record (every dated Mars prediction since 2011 missed). Industry heuristic: multiply rocket/capsule engineering announced tim...

Predictor: New Market Pitch

Prior probability
95.0%
Current probability
69.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
hit
Window
2005-01-01 – 2026-10-31
Edges in / out
5 / 0
Tickers exposed
22

Prediction text

SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milestones exhibit 0% on-time record (every dated Mars prediction since 2011 missed). Industry heuristic: multiply rocket/capsule engineering announced timelines by ~2.5x; treat Mars/Moon colonization dates as directional ambition only. | Next major missed planetary-timeline event

Key catalyst: Next major missed planetary-timeline event

Watch events: Updated milestone tracker; next cohort of dated SpaceX predictions

Resolution evidence

Status: hit

New Market Pitch dataset April 2026 covers 20 years of SpaceX public milestone claims. Falcon Heavy 5yr late, Crew Dragon 3yr late, Starship first orbital 21mo late confirm pattern.

Predictor: New Market Pitch

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0025
excellent
Hits / Misses
1 / 0
of 1 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from New Market Pitch 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 0.669

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 69.7% → blend 69.7% 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

9 prob_history rows
0%25%50%75%100%prior 95%2026-04-292026-04-302026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 69.7%

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 overdue ⏱
  1. 2010-05-02overdueQ1 window check-in (25%)
  2. 2015-08-31overdueQ2 window check-in (50%)
  3. 2020-12-29overdueQ3 window check-in (75%)

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 70%)

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
LBP2026-05-24T02:00:02Z69.7%-2.1pp
Network propagation: 71.8% → 69.7%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z71.8%-4.0pp
Network propagation: 75.8% → 71.8%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z75.8%-6.8pp
Network propagation: 82.6% → 75.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z82.6%-8.9pp
Network propagation: 91.4% → 82.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z91.4%-3.3pp
Network propagation: 94.7% → 91.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z94.7%+3.3pp
reference_class_assigned bayesian_v2 inside=0.950 blend=0.947 w_in=0.98 mars_uncrewed_landing_window
LBP2026-04-30T02:18:57Z91.4%-3.2pp
Network propagation: 94.7% → 91.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z94.7%-0.3pp
reference_class_assigned bayesian_v2 inside=0.950 blend=0.947 w_in=0.98 mars_uncrewed_landing_window
resolution_terminal2026-04-29T22:23:18Z100.0%+8.6pp
resolution_terminal hit outcome=1.0 pre_resolution=0.914
Raw metadata
{
  "source": "backfill_resolution_history.py",
  "status": "hit",
  "bayesian_v2": false,
  "outcome_prob": 1,
  "evidence_kind": "resolution_terminal",
  "posterior_prob": 1,
  "delta_to_outcome": 0.08555999999999997,
  "inside_posterior": 0.91444,
  "validation_notes": "New Market Pitch dataset April 2026 covers 20 years of SpaceX public milestone claims. Falcon Heavy 5yr late, Crew Dragon 3yr late, Starship first orbital 21mo late confirm pattern.",
  "validation_status": "hit",
  "pre_resolution_prob": 0.91444,
  "resolution_evidence": "New Market Pitch dataset April 2026 covers 20 years of SpaceX public milestone claims. Falcon Heavy 5yr late, Crew Dragon 3yr late, Starship first orbital 21mo late confirm pattern.",
  "does_not_update_current_prob": true
}

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%0.0500.950+0.181
killerTK15
SpaceX Starship Catastrophic Failure
12.0%0.0500.950+0.145

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

22 ticker(s) linked

Beneficiaries (17)

ASTSBKSYLUNRMNTSFLYRKLBGSATPLIRDMKRMNNNEAMZNBALHXLMTNOCRTX

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_MARS_2028Mars uncrewed: 2028 transfer window (most likely first attempt)mars_uncrewed_landing
correlateS_MARS_2031PLUSMars uncrewed: 2031+ transfer window or further delaymars_uncrewed_landing
correlateS_MARS_2026Mars uncrewed: 2026 transfer windowmars_uncrewed_landing
killerTK15SpaceX Starship Catastrophic Failure
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] w; Starship V3 propellant transfer demo [SPC_008] Updated milestone tracker; next cohort of dated SpaceX predictionspending

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29hitthesis_timeline_v1.0_importNew Market Pitch dataset April 2026 covers 20 years of SpaceX public milestone claims. Falcon Heavy 5yr late, Crew Dragon 3yr late, Starship first orbital 21mo late confirm pattern.

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.670polymarketWill Elon Musk post 40-64 tweets from June 1 to June 3, 2026?23%mentionspending2026-05-30
0.670polymarketWill Elon Musk post 260-279 tweets from April 24 to May 1, 2026?0%mentionspending2026-04-21
0.668polymarketWill Elon Musk post 40-64 tweets from June 4 to June 6, 2026?27%mentionspending2026-06-01
0.668polymarketWill Elon Musk post 420-439 tweets from June 5 to June 12, 2026?0%mentionspending2026-06-02
0.668polymarketWill Elon Musk post 360-379 tweets from April 24 to May 1, 2026?0%mentionspending2026-04-21
0.668polymarketWill Elon Musk post 420-439 tweets from April 28 to May 5, 2026?0%mentionspending2026-04-25
0.667polymarketWill Elon Musk post 420-439 tweets from June 2 to June 9, 2026?0%mentionspending2026-05-30
0.667polymarketWill Elon Musk post 260-279 tweets from June 2 to June 9, 2026?5%mentionspending2026-05-30
0.667polymarketWill Elon Musk post 40-64 tweets from May 9 to May 11, 2026?27%mentionspending2026-05-07
0.666polymarketWill Elon Musk post 0-19 tweets from May 26 to June 2, 2026?0%mentionspending2026-05-23

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "16/31/53 split; 2.5x heuristic",
  "mode": "OBSERVATION",
  "role": "Cited-Firm",
  "context": "Empirical base-rate for all SpaceX and peer forecasts. First formal track-record quantification entry. Couples with all Shotwell/Musk Mars/lunar rows.",
  "to_year": 2026,
  "conv_cues": "quantitative base-rate; empirical dataset",
  "direction": "HAPPEN",
  "from_year": 2005,
  "timeframe": "2005-2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2010-05-02",
      "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": "2015-08-31",
      "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": "overdue",
      "weight": 0.05,
      "ordinal": -1,
      "source_id": null,
      "expected_date": "2020-12-29",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "event",
      "label": "SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milestones exhibit 0% on-time record (every",
      "status": "hit",
      "weight": 1,
      "ordinal": 0,
      "source_id": "SPC_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    }
  ],
  "repeat_eps": 1,
  "affiliation": "Space Economy Research",
  "attribution": "CITED",
  "granularity": "YEAR_RANGE",
  "resolved_at": "2026-04-29T22:23:18.255718+00:00",
  "source_refs": "3",
  "target_date": "2026-04-15T00:00:00",
  "display_date": "2026-04-29",
  "episode_date": "2026-04-21T00:00:00",
  "key_catalyst": "Next major missed planetary-timeline event",
  "parse_method": "Retrospective observation",
  "domain_bucket": "Space",
  "episode_title": "Strategic Forecasts in Space, Satellites, and Propulsion: 2023-2026 Retrospective and Future Outlook",
  "flag_repeated": false,
  "in_5yr_window": true,
  "source_report": "Space Prediction Research Plan.md (2026-04-21)",
  "appears_in_eps": "SPC-RPT",
  "futurist_phase": "Phase 1 (2026)",
  "is_macro_claim": false,
  "total_mentions": 1,
  "priority_weight": 4,
  "ps_cluster_tags": [
    "C7"
  ],
  "report_evidence": "Anchor section: Historical Milestone Tracking / 2.5x Rule.",
  "active_end_month": "2026-12",
  "recent_statement": "SpaceX Milestone Tracker April 2026.",
  "watch_events_raw": "Updated milestone tracker; next cohort of dated SpaceX predictions",
  "months_from_today": 0,
  "probability_layer": "Higher (in-flight)",
  "active_start_month": "2005-01",
  "december_dispersal": {
    "reason": "december_dispersal: domain=Space → 10/2026",
    "new_date": "2026-10-31",
    "old_date": "2026-12-31",
    "applied_at": "2026-04-30T16:28:34.304992+00:00"
  },
  "flag_nia_bracketed": false,
  "resolved_at_source": "validations_observed_at",
  "track_record_grade": "B+",
  "track_record_notes": "Empirical compilation rigorously documented.",
  "contradicting_notes": "Methodology subjective (personal vs corporate attribution); overall directional signal robust.",
  "flag_near_term_2027": false,
  "flag_high_conviction": true,
  "milestones_derived_at": "2026-05-02T03:08:51.283155+00:00",
  "reference_class_match": {
    "top_n": [
      {
        "id": "mars_uncrewed_landing_window",
        "cosine": 0.6688
      }
    ],
    "margin": 0.6688,
    "best_id": "mars