← Cockpit
SEM_032predictionAI/MathematicsAI-scaling

15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.

Predictor: Alex Wissner-Gross

Prior probability
15.0%
Current probability
8.9%
evolves via intake + LBP
Conviction
2/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2026-12-31
Edges in / out
11 / 5
Tickers exposed
37

Prediction text

15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026. | Any peer-reviewed AI-assisted Navier-Stokes breakthrough

Key catalyst: Any peer-reviewed AI-assisted Navier-Stokes breakthrough

Watch events: Clay Mathematics Institute announcements; peer-reviewed mathematics AI-assisted proofs

Resolution evidence

Status: pending

AI proof-assistants (Lean, Terence Tao formalization work) advancing. GPT-5.2 Pro reportedly proving new gluon scattering amplitude formulas. No Millennium Prize yet claimed by AI.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-07-04
κ (discount)
0.861
Brier
0.0406
excellent
Hits / Misses
8 / 1
of 13 resolved
Hit rate
61.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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

1 prob_history rows
0%25%50%75%100%prior 15%2026-07-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 8.9%

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: 4 fired ✓ · 1 overdue ⏱ · 1 pending
  1. 2026-05-01 → 2026-09-30pendingDeepMind / Google AI fluid-dynamics paper or AlphaProof Navier-Stokes preprint surfaces
    How: Peer-reviewed or arXiv preprint from DeepMind/Google or comparable lab claiming new singularity result, blow-up bound, or partial-regularity result for 3D Navier-Stokes; tracked via DeepMind blog + arXiv math.AP
    Source: DeepMind blog 'Discovering new solutions to century-old problems in fluid dynamics' + David Budden public betconf 55%
  2. 2026-06-01 → 2026-11-30pendingAlphaProof / Gemini Deep Think achieves IMO-gold tier on adult research math benchmark (FrontierMath / Putnam)
    How: Public benchmark report showing >50% on FrontierMath Tier 4 or formal Lean proof of a previously open conjecture published by DeepMind/OpenAI/Anthropic
    Source: Live Science: AI is solving 'impossible' math problemsconf 50%
  3. 2026-06-01 → 2026-12-15pendingTerence Tao or Fields-medal mathematician publicly endorses AI proof candidate
    How: Tao blog post (terrytao.wordpress.com) or X/Mastodon thread evaluating any AI-assisted Navier-Stokes work; acceptance signaled by 'plausible / partial / verified'
    Source: Existing community precedent: Tao's program for guiding AI reasoning models on Navier-Stokesconf 40%
  4. 2026-07-01 → 2026-12-31pendingClay Mathematics Institute publishes statement evaluating any AI-assisted submission
    How: Press release or news item from Clay Mathematics Institute (claymath.org) acknowledging receipt of AI-assisted Navier-Stokes or other Millennium Prize candidate
    Source: Wikipedia Millennium Prize Problems entry; Clay Institute requires 2yr peer-review windowconf 20%
  5. 2027-03-31pendingIf ungranted by 2026-12-31, claim downgrades and probability decays toward 0.05
    How: Clay Institute peer-review window requires ~2 years post-publication; absent pre-2027 announcement, the 2026 deadline cannot be met administratively
    Source: Clay Mathematics Institute prize rulesconf 85%

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: 9%)

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_sweep2026-07-03T22:12:25Z8.9%-6.1pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.089 blend=0.089 LLR=-0.597 κ=0.86 no_blend
Raw metadata
{
  "trf": 0.49471073309472935,
  "kappa": 0.8611,
  "base_rate": null,
  "predictor": "Alex Wissner-Gross",
  "total_llr": -0.6931471805599453,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -1.7346010553881064,
  "bayes_factor": "1.8:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.15,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.6931471805599453,
      "kind": "prereq",
      "kappa": 0.8611,
      "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": -0.5968690371801688,
      "expected_date": "2026-06-25",
      "measurement_criterion": null
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "prior_prob",
  "inside_weight": 0.6537024868336894,
  "outside_weight": 0.34629751316631063,
  "posterior_prob": 0.08854994198499377,
  "posterior_logit": -2.331470092568275,
  "predictor_brier": 0.04061,
  "inside_posterior": 0.08854994198499377,
  "blended_posterior": 0.08854994198499377,
  "reference_class_id": null,
  "total_adjusted_llr": -0.5968690371801688,
  "predictor_n_resolved": 13
}

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%0.0500.150+0.051
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.150+0.049
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.1500.050+0.047
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.150+0.046
prereqSEM_011
Nvidia became the world's first $5 trillion company (late 20Jensen Huang
85.5%0.1500.050+0.046

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.337
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.283
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.230
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
23.5%0.6500.050-0.118
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
18.0%0.7000.050-0.058

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (11)

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
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
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 (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.744manifoldWill some Millennium Prize Problem be solved before 2028?49%mentionspending2026-06-01
0.743manifoldWill a new FrontierMath Open Problem be solved by AI before August 2026?32%mentionspending2026-06-20
0.717manifoldWill Navier-Stokes be considered solved on June 3th 2027?16%mentionspending2026-06-04
0.690manifoldWhich Epoch AI FrontierMath open problem will be solved next?mentionspending2026-04-23
0.648gdeltintelligence trust the equation that will decide australias ai winners 625399mentionspending2026-04-30
0.642manifoldWhat will be the total prize in the third Manifold Prize Drawing?mentionspending2026-04-24
0.633manifoldWhen will the Jacobian challenge be solved in Lean?mentionspending2026-05-29
0.624manifoldWill anybody win the Prize Drawings more than once in 2026?83%mentionspending2026-05-04
0.613manifoldWhat will be the total prize pool in Manifold Prize Drawings #30-39?mentionspending2026-06-14
0.609manifoldWill a Manifolder win the Summer Metaculus Cup35%mentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "15% prob",
  "mode": "SPECULATION",
  "role": "Guest-VC/Physicist",
  "context": "Wissner-Gross assigns 15% probability to AI solving a Millennium Prize problem — Navier-Stokes existence/smoothness the most probable target.",
  "to_year": 2026,
  "conv_cues": "15% probability; likely",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "by end of 2026",
  "conv_level": "LOW",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29",
      "hit_emitted_at": "2026-06-08T22:11:23.030711+00:00"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "overdue",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null,
      "miss_emitted_at": "2026-07-03T22:12:25.328464+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "DeepMind / Google AI fluid-dynamics paper or AlphaProof Navier-Stokes preprint surfaces",
      "source": "DeepMind blog 'Discovering new solutions to century-old problems in fluid dynamics' + David Budden public bet",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://deepmind.google/blog/discovering-new-solutions-to-century-old-problems-in-fluid-dynamics/",
      "expected_date": "2026-07-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Peer-reviewed or arXiv preprint from DeepMind/Google or comparable lab claiming new singularity result, blow-up bound, or partial-regularity result for 3D Navier-Stokes; tracked via DeepMind blog + arXiv math.AP"
    },
    {
      "kind": "event",
      "label": "15% probability that AI will solve a Clay Mathematics Institute Millennium Prize problem (likely Navier-Stokes) by end of 2026.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "SEM_032",
      "expected_date": "2026-08-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AlphaProof / Gemini Deep Think achieves IMO-gold tier on adult research math benchmark (FrontierMath 
... (truncated)