Public school adoption of Alpha model will take place in the second decade, not the first.
Predictor: Joe Liemandt · ep#233 "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233" · source
Prediction text
Public school adoption of Alpha model will take place in the second decade, not the first. | Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?
Verbatim quote
Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?
Predictor: Joe Liemandt
Calibration plot (stated vs observed)
Evidence about this node from Joe Liemandt 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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-01-01 → 2026-12-31pendingAlpha School Timeback EducationOS launches publicly (homeschoolers, new private schools)How: Public launch announcement on alpha.school or via Liemandt; Timeback platform available to non-Alpha private/homeschool customersSource: deep_research_enrichedconf 85%
- 2027-01-01 → 2030-12-31pendingAlpha School expands to 25 private campuses (current scaling target)How: alpha.school site lists ≥25 active campus locationsSource: deep_research_enrichedconf 55%
- 2030-01-01 → 2036-12-31pendingFirst US public school district (charter or pilot) formally adopts Timeback / 2-hour AI tutor modelHow: Public school board vote / state DOE press release confirms district has adopted Timeback model in mainstream schoolsSource: deep_research_enrichedconf 40%
- 2034-01-01 → 2042-12-31pending≥10 US states permit/fund Alpha-style AI-tutor public school pilots (proof of second-decade adoption)How: 10+ state DOE / legislature programs codify AI-tutor mastery-based public schools per ECS or NCSL trackingSource: deep_research_enrichedconf 30%
- 2038-01-01 → 2046-09-30pendingFederal/state public school AI-tutor mainstream adoption — ≥1M public school students on Timeback-style platformHow: NCES/ED data shows ≥1M K-12 public school students enrolled in mastery-based AI-tutor curriculum during normal school daySource: deep_research_enrichedconf 25%
What if this resolves?
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Evidence chain
Raw metadata
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"contributions": [
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}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.400 | +0.122 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.400 | +0.115 |
| prereq | SEM_014 Nvidia's Arizona-based TSMC factory successfully fabricated — Jensen Huang | 86.1% | 0.400 | 0.050 | +0.105 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.400 | +0.104 |
| prereq | SEM_011 Nvidia became the world's first $5 trillion company (late 20 — Jensen Huang | 85.5% | 0.400 | 0.050 | +0.104 |
Top outgoing (children)
Predictions THIS node influences
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (12)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_029 | Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training. | Semis/Products | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | 242_004 | Musk ecosystem will lap Nvidia by 1-2 orders of magnitude | Markets/Stocks | — |
| prereq | 241_015 | Google and Nvidia will both do incredibly well due to TPU/GPU positioning | Markets/Stocks | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (2)
Linked documents (10)
Raw metadata
{
"nia": false,
"qty": "second decade",
"url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
"mode": "PREDICTION",
"role": "Guest-CEO",
"caveats": "Based on 20-year commitment and expected regulatory resistance",
"context": "Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right? It's with v, you know, there's a whole set of schools.",
"to_year": 2046,
"verbatim": "Your your um public school I'm going to be doing this for 20 years. Mackenzie's in for 20 years. The public school side I think is going to be like the second decade, not the first decade, which is we're doing a lot. It's all private, right?",
"conv_cues": "I think is going to be",
"direction": "HAPPEN",
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{
"kind": "prereq",
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{
"kind": "llm_pre_event",
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"source": "deep_research_enriched",
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"confidence": 0.85,
"source_url": "https://alpha.school/the-future-of-education-joe-liemandts-vision-for-alpha-school/",
"expected_date": "2026-07-02",
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"expec
... (truncated)