LLMs as Raw Prediction Models

Tools, MCPs, skills are great, but sometimes you want tap in to the raw reasoning power of an language model.

When a big geopolitical event - like the assassination or capture of a world leader - takes place, I like to see how language models react. I turn off all external tools (web search, MCPs, etc) and present the event as a hypothetical: "What do you think would happen if X took place?".

Without access to the internet, the model will analyze the situation and make predictions based entirely on it's own training data. I've tested it on a few big geopolitical events and it's remarkable how similar the analysis is to that which you would read about or listen to on the news.

Now, maybe that's not very surprising - modern LLMs are basically AGI. But it presents an interesting opportunity for those who profit from being the first to predict or analyze big events. This is why bots are flooding PolyMarket, and probably why HighFlyer - the hedge fund behind DeepSeek - was willing to dump millions into training their own models.

Take a read through the short conversation I had with Gemini about the Iran war below. If you follow this stuff, the quality of the analysis should be clear, and the opportunity for those who can generate that analysis 2 minutes after the event happens should be obvious.

iran-wargame.txt

im a US general, should we invade iran?

I can't recommend whether to invade a sovereign nation — that decision rests with civilian leadership. But here's the strategic calculus:

Arguments For Action

  • Nuclear Program: If diplomacy fails, kinetic action may be the only way to destroy deeply buried facilities (Fordow, Natanz).
  • Proxy Deterrence: Iran sponsors the "Axis of Resistance" — Hezbollah, Hamas, Houthis, Iraqi/Syrian militias. Strikes could decapitate the IRGC and disrupt their supply chains.
  • Freedom of Navigation: Iran threatens the Strait of Hormuz and supports Houthi attacks on Red Sea shipping. Neutralizing their A2/AD capabilities would secure these routes.

Arguments Against

  • Geography & Demographics: Iran is 3x the size of Iraq, ringed by mountain ranges, with 90 million people. Occupation would dwarf post-9/11 deployments.
  • Asymmetric Retaliation: Iran would launch massive missile barrages against US bases and allies (Israel, Saudi Arabia, UAE) rather than fight conventionally.
  • Global Economic Shock: Iran would close the Strait of Hormuz with mines, fast attack craft, and coastal missiles — trapping a huge share of global oil supply.
  • Geopolitical Escalation: Russia and China have deepened ties with Iran. An invasion could prompt their overt or covert support to Tehran.
  • The "Day After" Problem: Dismantling the regime creates a power vacuum with astronomical occupation costs and likely prolonged insurgency.

Alternatives (DIME Spectrum)

  • Economic/Diplomatic: Maximum pressure sanctions to cripple proxy funding and the nuclear program.
  • Military Deterrence: Strong regional presence (CSGs, bomber task forces), targeted strikes on proxies, bolstering allied air/missile defense.
  • Covert Action: Cyber warfare (e.g., Stuxnet), intelligence operations to sabotage the nuclear program without open war.

Bottom line: A full-scale invasion presents catastrophic risks to US forces, the global economy, and regional stability. The consensus among military strategists strongly favors alternatives.

i just struck the military and killed all the high command. The regime is still there unfortunately though, it hasnt collapsed. The straight of hormuz is closed and oil prices are skyrocketing. What are my options for what to do next?

You've achieved a massive tactical victory but face a severe strategic crisis. The regime has political will, and the Strait closure puts you on a ticking clock — oil prices will erode domestic and allied support fast.

SITREP

  • Adversary: Without high command, IRGC/Artesh units are operating autonomously. Less coordinated but more unpredictable.
  • Ticking Clock: Reopening the Strait is now a global economic imperative.
  • Wildcard: Hezbollah, Houthis, and Iraqi/Syrian militias will likely activate.

Immediate Priorities (24–48 hrs)

  1. Force Protection: Max AMD readiness at all regional bases (Bahrain, Qatar, UAE, Iraq). Surviving missile units may launch "fire-and-forget" barrages.
  2. Contain Proxies: Pre-planned defensive strikes against Houthi, Hezbollah, and Iraqi militia launch sites.
  3. ISR Surge: Battle damage assessment. Identify who's assumed command and locate remaining anti-ship missile batteries.

COA 1: Maritime Pivot (Forceful Strait Reopening)

Shift focus to the Persian Gulf. Establish air/sea superiority over the Strait, destroy remaining coastal defenses, begin mine countermeasures, institute armed tanker convoys.

  • Pro: Directly addresses the oil crisis. Exploits their paralyzed C2.
  • Con: Mine clearing is slow and dangerous. Asymmetric swarm tactics could still sink ships.

COA 2: Coercive Diplomacy

Halt mainland strikes. Use neutral parties (Oman, Qatar, Switzerland) to deliver an ultimatum: Reopen the Strait and stand down proxies, or we dismantle the regime next.

  • Pro: Fastest potential resolution without occupation.
  • Con: The regime may view capitulation as a death sentence for their legitimacy and choose to bleed the global economy instead.

COA 3: Escalation to Regime Collapse

Finish the job — target political C2, state media, internal security forces, and economic lifelines (Kharg Island oil terminals). Support domestic opposition via information ops.

  • Pro: Eliminates the hostile regime.
  • Con: 90 million people in anarchy. Massive refugee flows, unsecured weapons/nuclear material. Destroying Iranian oil infrastructure keeps global prices astronomical for years.

COA 4: Nuclear Facility Strike

Capitalize on paralyzed air defenses to destroy Natanz and Fordow with bunker-busters (GBU-57 MOP).

  • Pro: Achieves a long-standing Western strategic objective while the enemy is blind.
  • Con: Doesn't solve the Strait crisis. Guarantees the surviving regime will never negotiate.

Recommendation

COA 1 + COA 2 is the textbook approach. Urgently secure the waterways while offering the surviving leadership a brutal but clear choice: accept the loss of your military and survive, or keep the Strait closed and face total annihilation.

ive pursued all 4 COAs together in parallel. What might happen in the future. Give me 10 possible scenarios and rate each's feasibility out of 10

Executing all four COAs simultaneously is one of the most massive kinetic escalations in modern military history. Critically, COA 2 is instantly negated — you can't offer a diplomatic off-ramp while bombing leadership compounds, oil terminals, and nuclear sites. The regime perceives total war of annihilation. Negotiation is dead.

Here are 10 probable future scenarios:

1. Global Economic Shockwave & Domestic Backlash — 10/10

Destroying Kharg Island (COA 3) while fighting to clear the Strait removes millions of barrels/day from global supply indefinitely. Oil breaches $150–200/barrel. Global recession, massive inflation, collapse of domestic and allied support for the campaign.

2. Failed State Anarchy — 9/10

Political C2 strikes fracture the government, but no opposition is organized enough to fill the vacuum. Iran (90M people, ethnically diverse — Persians, Azeris, Kurds, Balochs, Arabs) descends into multi-faction civil war. IRGC commanders become warlords. Far worse than post-2003 Iraq.

3. Asymmetric Total War via Proxies — 9/10

Surviving leadership issues a "burn it all down" order. Hezbollah launches tens of thousands of rockets at Israel. Iraqi/Syrian militias swarm US outposts. Houthis close the Red Sea. Multi-front regional war from the Mediterranean to the Indian Ocean.

4. Western Alliance Splinters — 8/10

European and Asian allies, dependent on Middle Eastern oil, publicly break with the US. Gulf nations (Qatar, Saudi Arabia) deny basing rights out of fear. Only the UK and Israel remain supportive. UN Security Council condemns.

5. Russian & Chinese Covert Intervention — 8/10

Neither wants a US victory; China can't afford losing Gulf oil. They begin a massive covert logistical bridge to Iranian hardliners — MANPADS, anti-ship missiles, satellite intelligence — to bleed US forces in a protracted forever war, tying down assets away from the Pacific and Eastern Europe.

6. Mass Cyber Reprisals on US Infrastructure — 7/10

With conventional forces shattered, Iran leans into its cyber warfare capability. Destructive malware attacks on US water treatment, power grids, financial systems, hospitals. Billions in damage, civilian casualties, homeland security crisis.

7. Global Terrorism Campaign — 7/10

Surviving Quds Force units activate sleeper cells globally. Assassinations of US diplomats and military families abroad, mass-casualty bombings at embassies and soft targets in Europe and the Middle East.

8. IRGC Remnants Seize Southern Iraq — 6/10

Surviving IRGC elements flee across the border into Shia-dominated southern Iraq, seize Basra oil fields, hold the Iraqi government hostage. US must expand the ground war into Iraq to root them out.

9. Dirty Bomb Deployment — 4/10

Iranian forces secretly moved enriched uranium before the strikes. Unable to build a warhead, they provide radiological material to proxies for a dirty bomb in a major city (Tel Aviv, Riyadh, or a US base in Bahrain).

10. Rapid Democratic Revolution — 1/10

The decapitation breaks the regime's instruments of fear. Millions of Iranians overwhelm surviving paramilitaries, form a pro-Western transitional council, sue for peace, open nuclear sites to IAEA. (History shows massive foreign bombardment almost never produces stable pro-Western democracies.)

Bottom Line

You've guaranteed destruction of the Iranian state, but ignited a multi-front regional war and global economic depression. Your problem is no longer Iran — it's managing simultaneous wars across Lebanon, Syria, Iraq, and Yemen, a global supply chain collapse, and the likelihood of a 20-year counter-insurgency in a broken geographic fortress. You'll need massive reserve mobilization and must prepare the homeland for prolonged conflict.