extract: 2026-03-22-atanasov-mellers-calibration-selection-vs-information-acquisition
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
Some checks are pending
Sync Graph Data to teleo-app / sync (push) Waiting to run
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
This commit is contained in:
parent
756a3255dd
commit
8d3ba36b59
3 changed files with 45 additions and 1 deletions
|
|
@ -48,6 +48,12 @@ The very success of prediction markets in the 2024 election triggered the state
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
|
### Additional Evidence (extend)
|
||||||
|
*Source: [[2026-03-22-atanasov-mellers-calibration-selection-vs-information-acquisition]] | Added: 2026-03-22*
|
||||||
|
|
||||||
|
The Atanasov/Mellers framework suggests this vindication may be domain-specific. Prediction markets outperformed polls in 2024 election, but GJP research shows algorithm-weighted polls can match market accuracy for geopolitical events with public information. The election result doesn't distinguish whether markets won through better calibration-selection (Mechanism A, replicable by polls) or through information-acquisition advantages (Mechanism B, not replicable). If markets succeeded primarily through Mechanism A, sophisticated poll aggregation could have matched them.
|
||||||
|
|
||||||
|
|
||||||
Relevant Notes:
|
Relevant Notes:
|
||||||
- [[futarchy is manipulation-resistant because attack attempts create profitable opportunities for defenders]] — theoretical property validated by Polymarket's performance
|
- [[futarchy is manipulation-resistant because attack attempts create profitable opportunities for defenders]] — theoretical property validated by Polymarket's performance
|
||||||
- [[MetaDAOs futarchy implementation shows limited trading volume in uncontested decisions]] — shows mechanism robustness even at small scale
|
- [[MetaDAOs futarchy implementation shows limited trading volume in uncontested decisions]] — shows mechanism robustness even at small scale
|
||||||
|
|
|
||||||
|
|
@ -0,0 +1,25 @@
|
||||||
|
{
|
||||||
|
"rejected_claims": [
|
||||||
|
{
|
||||||
|
"filename": "prediction-market-epistemic-mechanisms-separate-into-calibration-selection-and-information-acquisition.md",
|
||||||
|
"issues": [
|
||||||
|
"missing_attribution_extractor"
|
||||||
|
]
|
||||||
|
}
|
||||||
|
],
|
||||||
|
"validation_stats": {
|
||||||
|
"total": 1,
|
||||||
|
"kept": 0,
|
||||||
|
"fixed": 2,
|
||||||
|
"rejected": 1,
|
||||||
|
"fixes_applied": [
|
||||||
|
"prediction-market-epistemic-mechanisms-separate-into-calibration-selection-and-information-acquisition.md:set_created:2026-03-22",
|
||||||
|
"prediction-market-epistemic-mechanisms-separate-into-calibration-selection-and-information-acquisition.md:stripped_wiki_link:speculative markets aggregate information more accurately th"
|
||||||
|
],
|
||||||
|
"rejections": [
|
||||||
|
"prediction-market-epistemic-mechanisms-separate-into-calibration-selection-and-information-acquisition.md:missing_attribution_extractor"
|
||||||
|
]
|
||||||
|
},
|
||||||
|
"model": "anthropic/claude-sonnet-4.5",
|
||||||
|
"date": "2026-03-22"
|
||||||
|
}
|
||||||
|
|
@ -7,9 +7,13 @@ date: 2026-03-22
|
||||||
domain: internet-finance
|
domain: internet-finance
|
||||||
secondary_domains: [ai-alignment, collective-intelligence]
|
secondary_domains: [ai-alignment, collective-intelligence]
|
||||||
format: article
|
format: article
|
||||||
status: unprocessed
|
status: enrichment
|
||||||
priority: high
|
priority: high
|
||||||
tags: [prediction-markets, superforecasters, epistemic-mechanism, skin-in-the-game, belief-1, disconfirmation, academic, mechanism-design]
|
tags: [prediction-markets, superforecasters, epistemic-mechanism, skin-in-the-game, belief-1, disconfirmation, academic, mechanism-design]
|
||||||
|
processed_by: rio
|
||||||
|
processed_date: 2026-03-22
|
||||||
|
enrichments_applied: ["Polymarket vindicated prediction markets over polling in 2024 US election.md"]
|
||||||
|
extraction_model: "anthropic/claude-sonnet-4.5"
|
||||||
---
|
---
|
||||||
|
|
||||||
## Content
|
## Content
|
||||||
|
|
@ -77,3 +81,12 @@ Financial markets up-weight skilled participants via earnings. Calibration algor
|
||||||
PRIMARY CONNECTION: [[speculative markets aggregate information more accurately than expert consensus or voting systems]]
|
PRIMARY CONNECTION: [[speculative markets aggregate information more accurately than expert consensus or voting systems]]
|
||||||
WHY ARCHIVED: Resolves the Session 8 challenge to Belief #1; establishes the two-mechanism distinction that reframes multiple existing claims about futarchy's epistemic properties
|
WHY ARCHIVED: Resolves the Session 8 challenge to Belief #1; establishes the two-mechanism distinction that reframes multiple existing claims about futarchy's epistemic properties
|
||||||
EXTRACTION HINT: The claim to extract is the two-mechanism distinction, not just a summary of the academic findings. Focus on Mechanism A (calibration-selection, replicable by polls) vs. Mechanism B (information-acquisition, not replicable). The finding is architecturally important — it should affect multiple existing claims as enrichments.
|
EXTRACTION HINT: The claim to extract is the two-mechanism distinction, not just a summary of the academic findings. Focus on Mechanism A (calibration-selection, replicable by polls) vs. Mechanism B (information-acquisition, not replicable). The finding is architecturally important — it should affect multiple existing claims as enrichments.
|
||||||
|
|
||||||
|
|
||||||
|
## Key Facts
|
||||||
|
- GJP beat all IARPA ACE research teams by 35-72% (Brier score)
|
||||||
|
- GJP beat intelligence community's internal prediction market by 25-30%
|
||||||
|
- Top superforecaster Year 2 Brier score: 0.14 vs. random guessing 0.53
|
||||||
|
- Year-to-year top forecaster correlation: 0.65
|
||||||
|
- GJP reportedly outperformed futures markets by 66% at Fed policy inflection points (Financial Times, July 2024)
|
||||||
|
- Kalshi real-money markets beat Bloomberg consensus for headline CPI and matched realized fed funds rate on FOMC day (Fed FEDS paper, Diercks/Katz/Wright, 2026)
|
||||||
|
|
|
||||||
Loading…
Reference in a new issue