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SPC_027predictionAItrillion-dollar-agent-economy

A 'trillion-dollar agent economy' driven by hyper-deflation of intelligence — AI intelligence becoming 100x cheaper every two years; in aerospace this enables mission planning, orbital trajectory calculation, and CAD modeling to be executed autonomousl...

Predictor: Alex Finn

Prior probability
72.0%
Current probability
57.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
in_progress
Window
2026-01-01 – 2030-10-31
Edges in / out
9 / 0
Tickers exposed
28

Prediction text

A 'trillion-dollar agent economy' driven by hyper-deflation of intelligence — AI intelligence becoming 100x cheaper every two years; in aerospace this enables mission planning, orbital trajectory calculation, and CAD modeling to be executed autonomously by non-human agents at a fraction of current cost. | First $1B autonomous-agent-only aerospace company valuation

Key catalyst: First $1B autonomous-agent-only aerospace company valuation

Watch events: Aerospace-specific agent-deployment metrics; inference cost curves

Resolution evidence

Status: in_progress

Epoch AI cost-per-inference tracking confirms >40x/yr deflation 2023-2026 — faster than 100x/2yr rate. Aerospace-specific agent adoption emerging.

Predictor: Alex Finn

κ + Brier as of 2026-05-22
κ (discount)
0.643
Brier
0.0122
excellent
Hits / Misses
1 / 0
of 2 resolved
Hit rate
50.0%
Calibration plot (stated vs observed)

Evidence about this node from Alex Finn 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%2026-04-302026-05-032026-05-10
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: 2 fired ✓ · 8 pending
  1. 2026-03-16hitNVIDIA Vera Rubin platform delivers 10x inference cost reduction
    How: NVIDIA discloses Vera Rubin GPU achieves 10x inference cost reduction vs prior gen on equivalent workloads
    Source: https://nvidianews.nvidia.com/news/space-computing — Vera Rubin announcement, GTC March 2026conf 92%
  2. 2026-04-01hitPer-token AI prices collapse 90% since early 2025
    How: Silicon Data / NVIDIA / aggregated benchmarks show 90%+ per-token cost decline vs early 2025 across frontier models
    Source: https://www.silicondata.com/blog/llm-cost-per-tokenconf 97%
    Notes: Direct evidence of intelligence hyper-deflation. Median 50x/yr decline supports '100x cheaper every 2 years' framing.
  3. 2026-11-23pendingQ1 window check-in (25%)
  4. 2026-06-01 → 2027-12-31pendingAI agent stack handles end-to-end aerospace mission planning task
    How: At least one aerospace company (SpaceX, Rocket Lab, Boeing, NASA, Anduril, Aetherflux) publicly demonstrates AI-agent stack autonomously completing mission planning, trajectory calc, OR CAD modeling at production-grade quality
    Source: https://aetherflux.medium.com/aetherflux-is-taking-ai-compute-to-orbit-with-nvidia-ba098e018210 — Aetherflux/NVIDIA orbitalconf 55%
  5. 2027-10-16pendingQ2 window check-in (50%)
  6. 2028-09-06pendingQ3 window check-in (75%)
  7. 2027-06-01 → 2029-12-31pendingFirst $1B+ valuation for autonomous-agent-only aerospace company
    How: Series C/D or M&A-implied valuation $1B or higher for an aerospace company that primarily uses AI agents (not human engineers) for engineering work
    Source: Pitchbook, Crunchbase, SpaceNewsconf 40%
    Notes: Direct test of original prediction's anchor metric ('First $1B autonomous-agent-only aerospace company valuation').
  8. 2029-03-31pendingScenario fires: AGI mid: Kurzweil 2029 path
  9. 2028-01-01 → 2030-10-31pendingTrillion-dollar AI agent economy reaches measurable threshold
    How: Aggregated AI agent / autonomous workflow software market crosses $100B annual run-rate revenue per Gartner / IDC tracking (10% of trillion)
    Source: Gartner Magic Quadrant, IDC AI agent market reportsconf 45%
    Notes: $100B = entry threshold for trillion-dollar economy framing. Full $1T is multi-decade per most analysts.

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: 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
LBP2026-05-10T02:00:02Z57.7%-1.3pp
Network propagation: 59.1% → 57.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z59.1%-2.5pp
Network propagation: 61.6% → 59.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z61.6%-4.7pp
Network propagation: 66.3% → 61.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z66.3%-5.7pp
Network propagation: 72.0% → 66.3%
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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.720+0.089
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.720+0.062
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.720-0.058
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.720-0.025
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.720+0.022

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

28 ticker(s) linked

Beneficiaries (23)

BBAIIRDMPLAIBKSYSOUNASTSNVDAGSATRKLBGTLBLHXAMZNBAGOOGLIBMLMTMETAMSFTNOCORCLPLTRSHOP

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
correlateS_AGI_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_general_capability
correlateS_AGI_SLOW_2031AGI slow: Schmidt/Hassabis 5-10 year pathagi_general_capability
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK10$100T Sovereign Debt Crisis
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_importEpoch AI cost-per-inference tracking confirms >40x/yr deflation 2023-2026 — faster than 100x/2yr rate. Aerospace-specific agent adoption emerging.

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "100x / 2yrs intelligence deflation",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Fourth Finn entry (INF_039 SMGI, CYB_003 Moltbook, CYB_011 ask-and-buy, CYB_012 recommendation poisoning). Specific aerospace-compute-deflation angle.",
  "to_year": 2030,
  "conv_cues": "specific quantitative deflation rate; coined framing",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026-2030",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "NVIDIA Vera Rubin platform delivers 10x inference cost reduction",
      "source": "https://nvidianews.nvidia.com/news/space-computing — Vera Rubin announcement, GTC March 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://nvidianews.nvidia.com/news/space-computing",
      "expected_date": "2026-03-16",
      "observed_date": "2026-03-16",
      "research_origin": "deep_research",
      "measurement_criterion": "NVIDIA discloses Vera Rubin GPU achieves 10x inference cost reduction vs prior gen on equivalent workloads"
    },
    {
      "kind": "llm_pre_event",
      "label": "Per-token AI prices collapse 90% since early 2025",
      "notes": "Direct evidence of intelligence hyper-deflation. Median 50x/yr decline supports '100x cheaper every 2 years' framing.",
      "source": "https://www.silicondata.com/blog/llm-cost-per-token",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://www.silicondata.com/blog/llm-cost-per-token",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Silicon Data / NVIDIA / aggregated benchmarks show 90%+ per-token cost decline vs early 2025 across frontier models"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -8,
      "source_id": null,
      "expected_date": "2026-11-23",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AI agent stack handles end-to-end aerospace mission planning task",
      "source": "https://aetherflux.medium.com/aetherflux-is-taking-ai-compute-to-orbit-with-nvidia-ba098e018210 — Aetherflux/NVIDIA orbital",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://aetherflux.medium.com/aetherflux-is-taking-ai-compute-to-orbit-with-nvidia-ba098e018210",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "At least one aerospace company (SpaceX, Rocket Lab, Boeing, NASA, Anduril, Aetherflux) publicly demonstrates AI-agent stack autonomously completing mission planning, trajectory calc, OR CAD modeling at production-grade quality"
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: AGI fast: drop-in remote worker by 2027-09",
      "status": "pending",
      "weight": 0.3,
      "ordinal": -6,
      "source_id": "S_AGI_FAST_2027",
      "expected_date": "2027-09-30",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2027-10-16",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2028-09-06",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "F
... (truncated)