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246_051predictionAIAI-scaling

GPT-5.5 Spud will have equal or greater capability to Mythos.

Predictor: Peter Diamandis · ep#246 "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246" · source

Prior probability
60.0%
Current probability
34.8%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-11-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

GPT-5.5 Spud will have equal or greater capability to Mythos. | it's also been cited that spud will be of equal capability to mythos or more.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
it's also been cited that spud will be of equal capability to mythos or more.

Predictor: Peter Diamandis

κ + Brier as of 2026-07-04
κ (discount)
0.881
Brier
0.0470
excellent
Hits / Misses
11 / 0
of 16 resolved
Hit rate
68.8%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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 60%2026-04-302026-05-032026-07-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 34.8%

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: 8 fired ✓ · 1 overdue ⏱
  1. 2026-04-23hitGPT-5.5 ('Spud') releases on or before April 23, 2026
    How: OpenAI ships GPT-5.5 to consumers and API on or before April 23, 2026; this is the model Diamandis nicknamed 'Spud'
    Source: OpenAI — Introducing GPT-5.5 (April 23, 2026)conf 99%
    Notes: HIT — GPT-5.5 ('Spud' codename) shipped on schedule.
  2. 2026-04-23hitGPT-5.5 leads Claude Opus 4.7 ('Mythos') on Terminal-Bench 2.0
    How: GPT-5.5 achieves Terminal-Bench 2.0 score >= Claude Opus 4.7 in published benchmark comparison
    Source: Build Fast With AI — GPT-5.5 vs Claude (82.7% vs 69.4% on Terminal-Bench)conf 95%
    Notes: HIT — GPT-5.5 leads Terminal-Bench by 13+ points and FrontierMath by 8 points. Confirms 'equal or greater' in coding/math.
  3. 2026-04-23hitOpenAI publishes GPT-5.5 system card with capability/safety scores
    How: OpenAI Deployment Safety Hub publishes GPT-5.5 system card with autonomous capability evaluations, dangerous capability tests, and safety mitigations
    Source: OpenAI Deployment Safety Hub — GPT-5.5 system cardconf 99%
    Notes: HIT.
  4. 2026-04-25partialMixed evaluation: Tom's Guide / blind testing shows Claude Opus 4.7 still wins broader categories
    How: Independent blind comparison (e.g., Tom's Guide multi-category test) shows Claude Opus 4.7 winning on writing/reasoning/multimodal vs GPT-5.5
    Source: Build Fast With AI — Tom's Guide tested GPT-5.5 vs Claude Opus 4.7 across 7 categories; GPT-5.5 lost in all 7conf 95%
    Notes: PARTIAL — depending on benchmark, GPT-5.5 either leads (Terminal-Bench/FrontierMath) or loses (Tom's Guide qualitative). Diamandis claim 'equal capability or more' is partially supported.
  5. 2026-06-01 → 2026-11-30pendingAnthropic ships Claude Opus 4.8 / 5.0 reclaiming benchmark lead
    How: Anthropic releases successor to Claude Opus 4.7 reclaiming Terminal-Bench / FrontierMath / OSWorld leadership over GPT-5.5
    Source: Anticipated — Anthropic's typical 6-month release cadenceconf 75%
    Notes: Cascade — direct competitor response to Spud closing the gap to Mythos.

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: 35%)

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
metadata_milestone_miss_sweep2026-07-03T22:12:25Z34.8%-14.8pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.348 blend=0.348 LLR=-0.611 κ=0.88 no_blend
Raw metadata
{
  "trf": 0.44767179233177623,
  "kappa": 0.881,
  "base_rate": null,
  "predictor": "Peter Diamandis",
  "total_llr": -0.6931471805599453,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.01913257734403183,
  "bayes_factor": "1.8:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4952170015666818,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.6931471805599453,
      "kind": "prereq",
      "kappa": 0.881,
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "weight": 0.5,
      "strength": "moderate",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.6106626660733118,
      "expected_date": "2026-06-25",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6866297453677566,
  "outside_weight": 0.31337025463224344,
  "posterior_prob": 0.3475569671902282,
  "posterior_logit": -0.6297952434173436,
  "predictor_brier": 0.04704,
  "inside_posterior": 0.3475569671902282,
  "blended_posterior": 0.3475569671902282,
  "reference_class_id": null,
  "total_adjusted_llr": -0.6106626660733118,
  "predictor_n_resolved": 16
}
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.197
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.186
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6000.050+0.171
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.170
prereqSEM_011
Nvidia became the world's first $5 trillion company (late 20Jensen Huang
85.5%0.6000.050+0.169

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
18.0%0.7000.050+0.137
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.083
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.077
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
23.5%0.6500.050+0.061
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.051

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
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_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
killerTK09Energy Grid Cap (Data Center Power Wall)
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)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
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

Linked documents (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.647manifoldWill GPT-5.6 beat Fable 5?12%mentionspending2026-06-22
0.628manifoldWill typical Americans be able to use GPT-5.6 Sol before Fable 5 again?30%mentionspending2026-06-26
0.618manifoldGPT-5.6 Outperforms Claude Fable 5 on FrontierMath Tier 4?45%mentionspending2026-06-19
0.604manifoldGPT-5.6 Sol vs Claude Fable 5, which will be broadly available first?mentionspending2026-06-26
0.589manifoldFable 5 VS GPT 5.6 Sol: which model will manifold users find to be more useful?mentionspending2026-06-26

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "Equal or greater capability",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "CITED_PREDICTION",
  "role": "Host",
  "caveats": "Cited",
  "context": "it's also been cited that spud will be of equal capability to mythos or more.",
  "to_year": 2026,
  "verbatim": "it's also been cited that spud will be of equal capability to mythos or more.",
  "conv_cues": "cited",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term 2026",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 ('Spud') releases on or before April 23, 2026",
      "notes": "HIT — GPT-5.5 ('Spud' codename) shipped on schedule.",
      "source": "OpenAI — Introducing GPT-5.5 (April 23, 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://openai.com/index/introducing-gpt-5-5/",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI ships GPT-5.5 to consumers and API on or before April 23, 2026; this is the model Diamandis nicknamed 'Spud'"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.5 leads Claude Opus 4.7 ('Mythos') on Terminal-Bench 2.0",
      "notes": "HIT — GPT-5.5 leads Terminal-Bench by 13+ points and FrontierMath by 8 points. Confirms 'equal or greater' in coding/math.",
      "source": "Build Fast With AI — GPT-5.5 vs Claude (82.7% vs 69.4% on Terminal-Bench)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.buildfastwithai.com/blogs/gpt-5-5-review-2026",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00",
      "research_origin": "deep_research",
      "measurement_criterion": "GPT-5.5 achieves Terminal-Bench 2.0 score >= Claude Opus 4.7 in published benchmark comparison"
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI publishes GPT-5.5 system card with capability/safety scores",
      "notes": "HIT.",
      "source": "OpenAI Deployment Safety Hub — GPT-5.5 system card",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://deploymentsafety.openai.com/gpt-5-5",
      "expected_date": "2026-04-23",
      "observed_date": "2026-04-23",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI Deployment Safety Hub publishes GPT-5.5 system card with autonomous capability evaluations, dangerous capability tests, and safety mitigations"
    },
    {
      "kind": "llm_pre_event",
      "label": "Mixed evaluation: Tom's Guide / blind testing shows Claude Opus 4.7 still wins broader categories",
      "notes": "PARTIAL — depending on benchmark, GPT-5.5 either leads (Terminal-Bench/FrontierMath) or loses (Tom's Guide qualitative). Diamandis claim 'equal capability or more' is partially supported.",
      "source": "Build Fast With AI — Tom's Guide tested GPT-5.5 vs Claude Opus 4.7 across 7 categories; GPT-5.5 lost in all 7",
      "status": "partial",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.buildfastwithai.com/blogs/gpt-5-5-review-2026",
      "expected_date": "2026-04-25",
      "observed_date": "2026-04-25",
      "research_origin": "deep_research",
      "measurement_criterion": "Independent blind comparison (e.g., Tom's Guide multi-category test) shows Claude Opus 4.7 winning on writing/reasoning/multimodal vs GPT-5.5"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillio
... (truncated)