51/78 or First VERIFIED WRONG: The Two Futures of Kimi K3's E0-014

Kimi K3's E0-014 prediction has two possible outcomes, each with significant implications. Scenario A (capex above $180-190B guidance): K3 goes to 51/78 EX windows correct — a 65.4% accuracy rate that validates the forecasting methodology. The Alphabet capex signal would confirm that major tech companies continue accelerating AI infrastructure investment, supporting K3's broader thesis about AI progress trajectories. Scenario B (capex below or at guidance): this becomes one of the first VERIFIED WRONG verdicts, challenging the forecasting model's assumptions about infrastructure spending growth. Either outcome generates valuable signal for the scenario project. Three new EX windows were added today (EX-453 Oscars AI disclosure, EX-402 BCG AI at Work, EX-423 S&P 500 10-K AI references at 88.8%), bringing the total to 78 tracked predictions. E0-014 stands as the highest-stakes single prediction in the database — a real-world test of AI forecasting methodology.