8th
Accuracy Rank

sanyero

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Forecasts

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Forecasting Activity
Forecasting Calendar
 

Past Week Past Month Past Year This Season All Time
Forecasts 0 7 132 101 282
Comments 0 1 15 13 60
Questions Forecasted 0 6 29 20 50
Upvotes on Comments By This User 0 0 7 7 34
 Definitions
New Badge
sanyero
earned a new badge:

Top Forecaster - Oct 2024

Earned for being in the Top 10% of the leaderboard in a month.
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sanyero
earned a new badge:

Questions Forecasted

For forecasting on 50 questions!
New Prediction
Why do you think you're right?
  • ASML has virtual monopoly on EUV machines, and have had it for a while. Incentives for creating similar technology are extremely high, and doing so seems extremely difficult.
  • I don't expect EUV production capabilities to increase significantly beyond ASML ecosystem unless some very advanced AI system enables extremely significant levels of technological progress (and even then it is not obvious that whatever progress is made would be using EUV wafers instead of some other currently unknown optimal solution).
  • EUV litography machines are also dependant on multiple pieces of specialized technology, such as optics and mirrors produced by Carl Zeiss. Carl Zeiss is also close to a monopoly and is a virtual single point of failure for semiconductor manufacturing chains. Carl Zeiss is unlikely to end up cooperating with Chinese efforts.
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Why might you be wrong?
  • I might underestimate the possibility of AI-accelerated technological progress and whether or not EUV capabilities are a constraint that would be solved as a part of that progress.
  • Production of the tech that EUV machines need might not be as difficult to replicate as I think. Is Carl Zeiss a central actor in the space because they do something no-one else is able to do, or are they a central actor because they do niche stuff and just don't have much competition by coincidence?
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New Prediction
sanyero
made their 6th forecast (view all):
Probability
Answer
0% (0%)
Estonia
1% (0%)
Latvia
1% (0%)
Lithuania
Confirmed previous forecast
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New Prediction

Time

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New Prediction
sanyero
made their 11th forecast (view all):
Probability
Answer
Forecast Window
0% (-1%)
Yes
Oct 25, 2024 to Apr 25, 2025
100% (+1%)
No
Oct 25, 2024 to Apr 25, 2025
Updating to 0% due to Israel not being the most popular among Arab countries lately.
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New Prediction
sanyero
made their 6th forecast (view all):
Probability
Answer
25% (-12%)
Yes
75% (+12%)
No

Updating downwards after racing has subsided

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New Prediction

Time and recent hostilities

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New Prediction
sanyero
made their 5th forecast (view all):
Probability
Answer
37% (+25%)
Yes
63% (-25%)
No

Huge racing today

Files
New Prediction
sanyero
made their 3rd forecast (view all):
Probability
Answer
Forecast Window
57% (-18%)
Yes
Oct 2, 2024 to Oct 2, 2025
43% (+18%)
No
Oct 2, 2024 to Oct 2, 2025
Why do you think you're right?

Updating downwards after an initial strong reaction.

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Why might you be wrong?

I might underestimate the cost-effectiveness of military intervention against Iran.

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