What if AI augmentation lifts the bottom: low-skill productivity converges up?
Generative AI raises output most for less-experienced and lower-skill workers in support, sales and writing, compressing the productivity gap and lifting bottom-cohort wages; broad-based real-income gains support consumer demand.
how we built this number — every step
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 1–3 years horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
What it would mean
If this plays out, it is a risk-on shock. Generative AI raises output most for less-experienced and lower-skill workers in support, sales and writing, compressing the productivity gap and lifting bottom-cohort wages; broad-based real-income gains support consumer demand. The trigger decomposes into signed root‑shocks — Consumer spending ▲ · Labor shortage ▲ · Risk appetite ▲ · Robotics productivity ▲ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
| Market | Class | Projected move | |
|---|---|---|---|
| 1 | Nvidia NVDAon Hyperliquid 📈 chart | Equity | ▲ +1.4% hist -1.93–+4.71% · other way -3.11% (n=12) |
| 2 | Nasdaq 100 NDXon Hyperliquid 📈 chart | Index | ▲ +1.3% hist +0.42–+1.43% · other way -0.4% (n=12) |
| 3 | Semiconductors SMHon Hyperliquid 📈 chart | Equity | ▲ +1.1% hist -0.59–+2.36% · other way +0.21% (n=12) |
| 4 | Tech sector XLK 📈 chart | Equity | ▲ +0.9% hist +0.14–+0.88% · other way -0.23% (n=12) |
| 5 | AMD AMDon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -2.2–+1.48% · other way +1.04% (n=12) |
| 6 | Broadcom AVGOon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -1.79–+4.12% · other way +2.83% (n=12) |
| 7 | Micron MUon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -2.94–+2.95% · other way -2.84% (n=12) |
| 8 | TSMC TSMon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -1.94–+3.75% · other way -0.25% (n=12) |
| 9 | Marvell MRVLon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -0.73–+1.24% · other way +2.48% (n=12) |
| 10 | Solana SOLon Hyperliquid 📈 chart | Crypto | ▲ +0.7% hist -22.47–+6.49% · other way -12.47% (n=10) |
| 11 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▲ +0.7% hist -3.45–+5.74% · other way +5.96% (n=12) |
| 12 | S&P 500 SPXon Hyperliquid 📈 chart | Index | ▲ +0.6% hist -0.05–+0.91% · other way -2.6% (n=12) |
| 13 | ASML ASMLon Hyperliquid 📈 chart | Equity | ▲ +0.6% hist -0.51–+1.04% · other way -2.9% (n=12) |
| 14 | Hyperliquid (HYPE) HYPEon Hyperliquid | Crypto | ▲ +0.6% model prior · unmeasured |
Probable recommendation
Historical precedent — what analogous events actually did
Across 11 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
| Asset | History says | Abnormal (20d · 5d) | Hit | n | Confidence | vs cascade |
|---|---|---|---|---|---|---|
| SOL SOL | SHORT | -20.2% · 5d -10.0% | 100% | 8 | 0.69 | ⚠ differs |
| AMD AMD | SHORT | -2.6% · 5d -0.1% | 81% | 10 | 0.46 | ⚠ differs |
| 10y yield DGS10 | LONG | +20bp · 5d +5bp | 74% | 11 | 0.40 | · |
| AVGO AVGO | LONG | +3.7% · 5d +3.9% | 71% | 10 | 0.39 | ✓ matches cascade |
| US dollar DXY | SHORT | -0.6% · 5d -0.2% | 74% | 11 | 0.37 | · |
| QCOM QCOM | SHORT | -2.8% · 5d -0.9% | 76% | 10 | 0.31 | ⚠ differs |
| SPX SPX | LONG | +0.5% · 5d +0.6% | 65% | 11 | 0.26 | ✓ matches cascade |
| MRVL MRVL | SHORT | -1.2% · 5d +1.0% ↺ fades | 67% | 10 | 0.24 | ⚠ differs |
| XLK XLK | SHORT | -0.3% · 5d +0.0% ↺ fades | 67% | 10 | 0.23 | ⚠ differs |
| NVDA NVDA | LONG | +3.8% · 5d +0.8% | 62% | 10 | 0.19 | ✓ matches cascade |
| TSM TSM | LONG | +3.3% · 5d -0.2% ↺ fades | 62% | 10 | 0.19 | ✓ matches cascade |
| MSTR MSTR | LONG | +5.5% · 5d -0.2% ↺ fades | 62% | 10 | 0.19 | ✓ matches cascade |
| ETH ETH | SHORT | -2.3% · 5d -2.3% | 65% | 8 | 0.19 | ⚠ differs |
| MU MU | SHORT | -3.7% · 5d -0.3% | 62% | 10 | 0.17 | ⚠ differs |