The annual prediction market conference was earlier this month. This was the year prediction markets went from an obscure hobby to a multi-billion dollar industry; from semi-illegal to having the President's son as an advisor. I can't remember if anyone talked about any of that. It didn't even register. All eyes were on the AI superforecasters.

I met an AI superforecaster startup founder who told me his AI had turned $35 into $2 million on Kalshi over seven months. I met another who said they were beating the stock market by 25% with a market-neutral portfolio - of course this could be luck, but they'd beaten Kalshi and Polymarket by similar margins.

In fact, I believe all of these people. The extending-lines-on-graphs community has long predicted that AIs would beat the best human forecasters sometime in 2026 - 2027. What did you expect the bots-finally-beat-humans-at-predicting-the-future moment to look like? Vibes? Papers? Essays? In retrospect, sure: it will look like AIs making crazy profits on prediction markets and beating the stock market by some comfortable amount.

https://www.astralcodexten.com/p/the-ai-superforecasters-are-here