← Cockpit
SPC_029predictionLabor/JobsIdea-Guys-imagination-scarcity

'Idea Guys' vindication — because AI handles rote execution of complex engineering and software tasks, human vision and imagination become the only remaining scarcity in the economy; imagination replaces coding skill as the premium professional currency.

Predictor: Sam Altman

Prior probability
55.0%
Current probability
46.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2030-12-31
Edges in / out
5 / 0
Tickers exposed
6

Prediction text

'Idea Guys' vindication — because AI handles rote execution of complex engineering and software tasks, human vision and imagination become the only remaining scarcity in the economy; imagination replaces coding skill as the premium professional currency. | First publicly-reported premium for "imagination" roles

Key catalyst: First publicly-reported premium for "imagination" roles

Watch events: Prompt-engineer / AI-orchestrator salary data

Resolution evidence

Status: pending

Vibe-coding, prompt-engineering, AI-orchestrator roles emerging as premium positions 2024-2026; taste/vision cited by OpenAI/Anthropic as key capability.

Predictor: Sam Altman

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0625
excellent
Hits / Misses
0 / 0
of 1 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Sam Altman 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

3 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.5%

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: 1 fired ✓ · 7 pending
  1. 2026-03-12hitSam Altman publicly comments on AI's labor-capital balance shift
    How: Sam Altman publicly acknowledges AI is shifting labor-capital balance, 'painful adjustment' lies ahead
    Source: Fortune — Sam Altman admits AI is killing the labor-capital balance (March 12, 2026)conf 99%
    Notes: HIT — Altman explicitly framed labor reckoning. Sets up market for 'imagination scarcity' premium thesis.
  2. 2026-04-01 → 2026-12-31pendingAI 'figures out novel insights' (Altman 2026 prediction)
    How: Public AI system (GPT-5, Claude Opus 5, Gemini 3, peer) demonstrates discovery of novel scientific insight not present in training data — peer-reviewed publication or major lab announcement
    Source: Sam Altman blog — The Gentle Singularityconf 50%
    Notes: Altman predicted 2026 = year of novel-insight AI. If hits, validates 'imagination becomes scarce' framing because rote ideation is also automated.
  3. 2026-11-15pendingQ1 window check-in (25%)
  4. 2026-06-01 → 2027-06-30pendingWage premium for AI-augmented creative roles documented
    How: Industry compensation report (Levels.fyi, Lightcast, BLS, McKinsey) shows ≥30% wage premium for product/creative/strategy roles vs pure-execution coding roles, controlled for seniority
    Source: Anticipated — Levels.fyi compensation reports, Lightcast labor market dataconf 55%
    Notes: Direct evidence of Altman's 'imagination as scarcity' thesis would require empirical compensation data.
  5. 2026-04-01 → 2027-12-31pendingFAANG / frontier AI labs explicitly hire 'product taste' / 'vision' roles at premium
    How: Anthropic, OpenAI, Google, or Meta publicly creates and posts 'Chief Product Visionary' or 'Imagination Lead' roles at staff/director levels with ≥$500K base
    Source: Anticipated — public job listings, industry coverageconf 50%
  6. 2027-09-29pendingQ2 window check-in (50%)
  7. 2028-08-12pendingQ3 window check-in (75%)
  8. 2028-06-01 → 2029-06-30pendingCognitive capacity in data centers eclipses human cognition (Altman late-2028 projection)
    How: Independent benchmark study (NIST, AIIDE, Stanford AI Index) confirms aggregate AI compute exceeds aggregate human cognitive capacity globally
    Source: Sam Altman blog — Gentle Singularityconf 40%
    Notes: Cascade — far-out anchor. If hits, intensifies 'idea guys' premium dramatically.

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: 46%)

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
LBP2026-05-03T02:00:01Z46.5%-1.3pp
Network propagation: 47.8% → 46.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z47.8%-2.5pp
Network propagation: 50.2% → 47.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.2%-4.8pp
Network propagation: 55.0% → 50.2%
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
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.065
killerTK04
Macro Recession 2026-27 (Structural Deleveraging)
25.0%0.0500.550-0.040
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.035
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.010
killerTK07
Labor Political Backlash (UBI Mandate / AI Tax)
18.0%0.0500.550-0.005

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

6 ticker(s) linked

Beneficiaries (6)

FROGGTLBBABAGOOGLMSFTTEAM

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK04Macro Recession 2026-27 (Structural Deleveraging)
killerTK07Labor Political Backlash (UBI Mandate / AI Tax)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.711arxivHuman-Provenance Verification should be Treated as Labor Infrastructure in AI-Saturated Marketsmentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "mode": "FORECAST",
  "role": "Cited-CEO",
  "context": "Distinct from AI_001 (ASI 2030), SPC_023 (2030-2036 roadmap), SPC_024 (Gen Alpha space). Specific imagination-scarcity thesis.",
  "to_year": 2030,
  "conv_cues": "CEO FIRST_PERSON; coined framing",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026-2030",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Sam Altman publicly comments on AI's labor-capital balance shift",
      "notes": "HIT — Altman explicitly framed labor reckoning. Sets up market for 'imagination scarcity' premium thesis.",
      "source": "Fortune — Sam Altman admits AI is killing the labor-capital balance (March 12, 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://fortune.com/2026/03/12/sam-altman-ai-labor-capital-jobs-nobody-knows/",
      "expected_date": "2026-03-12",
      "observed_date": "2026-03-12",
      "research_origin": "deep_research",
      "measurement_criterion": "Sam Altman publicly acknowledges AI is shifting labor-capital balance, 'painful adjustment' lies ahead"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI 'figures out novel insights' (Altman 2026 prediction)",
      "notes": "Altman predicted 2026 = year of novel-insight AI. If hits, validates 'imagination becomes scarce' framing because rote ideation is also automated.",
      "source": "Sam Altman blog — The Gentle Singularity",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://blog.samaltman.com/the-gentle-singularity",
      "expected_date": "2026-08-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Public AI system (GPT-5, Claude Opus 5, Gemini 3, peer) demonstrates discovery of novel scientific insight not present in training data — peer-reviewed publication or major lab announcement"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-11-15",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Wage premium for AI-augmented creative roles documented",
      "notes": "Direct evidence of Altman's 'imagination as scarcity' thesis would require empirical compensation data.",
      "source": "Anticipated — Levels.fyi compensation reports, Lightcast labor market data",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2026-12-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Industry compensation report (Levels.fyi, Lightcast, BLS, McKinsey) shows ≥30% wage premium for product/creative/strategy roles vs pure-execution coding roles, controlled for seniority"
    },
    {
      "kind": "llm_pre_event",
      "label": "FAANG / frontier AI labs explicitly hire 'product taste' / 'vision' roles at premium",
      "source": "Anticipated — public job listings, industry coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2027-02-14",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Anthropic, OpenAI, Google, or Meta publicly creates and posts 'Chief Product Visionary' or 'Imagination Lead' roles at staff/director levels with ≥$500K base"
    },
    {
      "kind": "quartile_checkpoint",
      "lab
... (truncated)