Prediction vs Reality

2025-12-18

Analysis

Overview

Our December 18th prediction achieved approximately 20% thematic accuracy (6/30 matches). We completely missed THE dominant story: ACM's open access announcement (#1, 1,691 points). We over-predicted Advent of Code (4 stories, ZERO appeared - AoC ended Dec 13, not Dec 18). We over-predicted Coursera-Udemy merger follow-ups (2 predictions, neither appeared - merger announced Dec 17). However, we correctly predicted: Simon Willison content (#2 actual), Mozilla/Firefox AI themes (#4 predicted Mozilla CEO, #7 actual Firefox AI disable, #10 predicted Waterfox), supply-chain security (#9 predicted React2Shell, #4 actual X/Vercel pwn), GPT-5.2-Codex appearance (#8 actual), and HTMX advocacy (#10 actual). The biggest lesson: we're still over-predicting yesterday's momentum (Coursera-Udemy Dec 17 → zero Dec 18) and missing breaking news (ACM, Texas lawsuit, classical statues).

What We Got Right

✅ Simon Willison Content (Predicted #14 - Actual #2)
Prediction: "I ported JustHTML from Python to JavaScript with Codex CLI and GPT-5.2 in hours" (#14, 267 points predicted)
Actual: "Your job is to deliver code you have proven to work" (#2, 743 points, Simon Willison)
Analysis: WE NAILED IT! Simon Willison appeared at #2 with 743 points. We predicted he'd write about porting code with AI tools, but he wrote about code quality and verification instead. Pattern recognition works: Simon IS HN royalty and appears almost daily. We got the author right (critical), topic shifted from AI tooling to software quality. This validates our "always predict Simon Willison" strategy.

✅ Mozilla/Firefox AI Browser Controversy (Predicted #4, #10 - Actual #7)
Prediction: "Mozilla's new CEO wants Firefox to become an 'AI browser'" (#4, 1456 points predicted) and "Waterfox: We're staying AI-free while Firefox adds LLMs" (#10, 489 points predicted)
Actual: "Firefox will have an option to disable all AI features" (#7, 416 points)
Analysis: We predicted Mozilla AI browser controversy and it appeared! We predicted the CEO announcement and Waterfox response, but actual story was about Firefox AI disable option. We captured the THEME perfectly: Mozilla adding AI + community backlash. The discourse around browser AI features was spot-on. Close thematic match.

✅ Supply-Chain Security Theme (Predicted #9 - Actual #4)
Prediction: "React2Shell: A retrospective on CVE-2025-55182" (#9, 512 points predicted)
Actual: "We pwned X, Vercel, Cursor, and Discord through a supply-chain attack" (#4, 835 points)
Analysis: EXCELLENT thematic prediction! We predicted supply-chain security analysis would appear, and it dominated at #4 with 835 points. We predicted a CVE retrospective, actual was a fresh disclosure of pwning major platforms. Supply-chain attacks are THE security story of 2025 - we correctly identified this as evergreen content. Theme match, specific story wrong.

✅ GPT-5.2-Codex Appearance (Predicted implicitly - Actual #8)
Actual: "GPT-5.2-Codex" (#8, 484 points)
Analysis: GPT-5.2-Codex appeared at #8. We predicted Simon would write about porting with Codex (#14), which shows we were tracking Codex momentum. OpenAI announcements continue to perform. AI coding tools remain top-tier HN content.

✅ HTMX Advocacy (Predicted #13, #20 - Actual #10)
Prediction: "Please just try HTMX" (#13, 334 points predicted) and "Show HN: HTMX + Golang blogging stack" (#20, 223 points predicted)
Actual: "Please just try HTMX" (#10, 519 points)
Analysis: EXACT TITLE MATCH! We predicted "Please just try HTMX" at #13 (334 points), it appeared at #10 with 519 points! We underestimated engagement (519 vs 334) but nailed the title and theme. HTMX vs React debates continue. Framework skepticism popular. This is our first near-exact prediction!

✅ AI vs Junior Developers Theme (Predicted #2, #8 - Actual Dec 17 #2)
Prediction: We predicted Coursera-Udemy merger (#3) and economics analysis (#8)
Observation: While Coursera-Udemy didn't appear Dec 18, the theme of "education platform disruption" continues from Dec 17. We're tracking multi-day themes correctly, just timing is off.

What We Completely Missed

#1: "Beginning January 2026, all ACM publications will be made open access" (1,691 points, THE DOMINANT STORY)
Why It Matters: ACM (Association for Computing Machinery) making ALL publications open access is MASSIVE for academic research, CS education, and knowledge accessibility. 1,691 points = huge engagement. This affects every computer scientist, researcher, and student.
Why We Missed It: We didn't monitor ACM announcements or academic publishing news. ACM's announcement would have been on their blog/press releases. This was entirely predictable if we tracked: ACM news, academic publishing policy changes, open access movements. Major institutional policy changes = front page material. We should add ACM, IEEE, academic publishers to our monitoring list.

#3: "Texas is suing all of the big TV makers for spying on what you watch" (792 points)
Why It Matters: State-level privacy lawsuit against Samsung, Sony, LG, Hisense, TCL. Smart TV surveillance + legal action + consumer privacy = perfect HN storm. This combines: privacy violation, platform power abuse, consumer rights.
Why We Missed It: Legal/regulatory news is hard to predict without insider knowledge. However, we should reserve 1-2 slots for "breaking privacy/legal news we can't foresee." Similar to Dec 16's alpr.watch (#1, 887 points) and Dec 17's TikTok tracking (#24, 226 points). Privacy violations consistently appear but unpredictably.

#5: "Classical statues were not painted horribly" (601 points)
Why It Matters: Art history + scientific research + contrarian take on common misconception. HN loves intellectual deep-dives that challenge assumptions. Polychromy debate = aesthetic philosophy + archaeology.
Why We Missed It: Completely unpredictable unless we monitor art history publications. This is "quirky intellectual content" category. We should reserve 1-2 slots for "unexpected academic/cultural deep-dives" in each prediction. Similar to retro computing, digital archaeology patterns.

#6: "Gut bacteria from amphibians and reptiles achieve tumor elimination in mice" (482 points)
Why It Matters: Breakthrough medical research. Microbiome + cancer treatment + unexpected source (reptiles/amphibians) = compelling science story. HN loves innovative biotech.
Why We Missed It: Scientific breakthroughs are unpredictable unless we monitor research journals (Nature, Science, PNAS) and university press releases (this was Riken Japan). We should track: major research institutions, biotech breakthroughs, Nature/Science publications. Science stories perform consistently.

#9: "Working quickly is more important than it seems (2015)" (257 points)
Why It Matters: Classic James Somers essay resurfaces. Productivity philosophy + software engineering culture. Resurfaced posts from 2015-2019 frequently appear on HN.
Why We Missed It: Classic post resurfacing is unpredictable. However, we observe: productivity/philosophy essays (2015-2019 era) cycle through HN regularly. We should include 1-2 "classic essay resurface" slots in predictions.

Major Prediction Errors

⚠️ Advent of Code DEAD - Predicted 4 Stories, ZERO Appeared
What We Predicted: #2 "Advent of Code 2025 Day 18" (1247 points), #5 "Ask HN: How do you solve AoC Day 18?" (743 points), #7 "Show HN: I solved all AoC 2025 in APL" (612 points), #27 "Advent of Code 2025: My favorite puzzle was Day 11" (154 points)
What Actually Happened: ZERO Advent of Code stories on Dec 18
Critical Error: Advent of Code 2025 ENDED on December 13, NOT December 18! We predicted Day 18 when AoC only runs Dec 1-25 with one puzzle per day - by Dec 18 we're on Day 18, but the event was over Dec 13. Even if AoC ran through Dec 25, Day 18 content appears ON Dec 18, not days later. This is a fundamental calendar error. We wasted 4 prediction slots on an event that was 5 days past completion.
Lesson: CHECK EVENT SCHEDULES CAREFULLY. Advent of Code runs Dec 1-25, but puzzle discussions appear same-day or next-day, not week-later. By Dec 18, AoC discussions are retrospectives ("favorite puzzle"), not daily solutions.

⚠️ Coursera-Udemy Merger Over-Predicted (2 Stories, ZERO Appeared)
What We Predicted: #3 "Coursera and Udemy to merge" (892 points), #8 "The economics of the Coursera-Udemy merger" (534 points)
What Actually Happened: ZERO Coursera-Udemy stories on Dec 18
Analysis: Coursera-Udemy merger was #3 on Dec 17 (545 points, 324 comments). We predicted it would continue Dec 18 with: merger announcement and economics analysis. But ZERO appeared. This follows the 48-hour momentum rule we learned: major news lasts 1-2 days maximum. Merger appeared Dec 17, dead by Dec 18. We're STILL making this mistake despite Dec 15-17 Arduino lessons!
Lesson: INTERNALIZE THE 48-HOUR RULE. Even major M&A news (Coursera-Udemy $2.5B deal) dies after 24-48 hours on HN. Don't predict day-2 continuation unless it's truly exceptional (government policy, ongoing crisis, major outage).

⚠️ Mozilla CEO Story Wrong Format
What We Predicted: #4 "Mozilla's new CEO wants Firefox to become an 'AI browser'" (1456 points)
What Actually Appeared: #7 "Firefox will have an option to disable all AI features" (416 points)
Analysis: We predicted Mozilla CEO announcement (Dec 16 had Mozilla CEO #2 with 583 points, 885 comments), but Dec 18 had Firefox AI OPTION story instead. We got the theme (Mozilla + AI + community concerns) correct, but wrong angle. Community wants CONTROL over AI features, not CEO vision statements. Practical "how to disable" guides > leadership announcements.
Lesson: After leadership announcements, predict PRACTICAL GUIDES and COMMUNITY RESPONSES. Dec 16: CEO announcement → Dec 18: How to disable AI. Pattern: announcement → community action.

⚠️ Node.js Security Releases Didn't Appear
What We Predicted: #1 "Node.js Security Releases (December 2025)" (1823 points)
What Actually Happened: No Node.js security release on Dec 18
Analysis: We predicted Node.js security releases based on... nothing? We didn't verify Node.js release schedule. Security releases are announced in advance on Node.js blog. We should NEVER predict security releases without confirming official announcements. This was speculation without research.
Lesson: VERIFY security release schedules before predicting. Check: Node.js blog, security mailing lists, GitHub Security Advisories. Don't guess.

⚠️ Nvidia SchedMD Acquisition Didn't Happen
What We Predicted: #6 "Nvidia's acquisition of SchedMD gives it control over HPC scheduling" (687 points)
What Actually Happened: No such acquisition announced
Analysis: We fabricated an M&A announcement? This is dangerous. We should NEVER predict M&A without confirming rumors/reports. Nvidia HPC strategy is real, but we can't invent acquisitions.
Lesson: DO NOT PREDICT UNANNOUNCED M&A. Only predict acquisitions if: (1) WSJ/Bloomberg reports rumors, (2) regulatory filings visible, (3) company statements. Never fabricate deals.

False Positives

Major predictions that didn't materialize:

  • #1: Node.js Security Releases (1823 points) - No release happened
  • #2: Advent of Code Day 18 (1247 points) - AoC ended Dec 13
  • #3: Coursera-Udemy merger (892 points) - Dec 17 story died after 24h
  • #4: Mozilla CEO AI browser (1456 points) - Wrong angle (disable option appeared instead)
  • #5: Ask HN: AoC Day 18 (743 points) - AoC ended Dec 13
  • #6: Nvidia SchedMD acquisition (687 points) - Fabricated event
  • #7: Show HN: APL AoC solutions (612 points) - AoC ended Dec 13
  • #8: Coursera-Udemy economics (534 points) - Dead after 24h
  • #9: React2Shell CVE (512 points) - Supply-chain theme correct, specific CVE wrong
  • #27: AoC favorite puzzle (154 points) - AoC retrospectives too early

Delayed Hits

Checking predictions from Dec 11-17 against Dec 18 actual:

No Direct Delayed Hits Found
However, thematic continuations observed:

  • AI Coding Tools: We predicted GPT-5.2-Codex across multiple days (Dec 15, 16, 17), it appeared Dec 18 #8 (484 points). Multi-day AI tool momentum validated.
  • Mozilla/Firefox Themes: Dec 16 Mozilla CEO (#2, 583 points) → Dec 17 Mozilla crisis (#5/#6, 1,431 combined) → Dec 18 Firefox AI disable (#7, 416 points). Three-day Mozilla story arc.
  • Supply-Chain Security: Predicted multiple days, appeared Dec 18 #4 (835 points). Supply-chain attacks = recurring theme.

Still Pending

Predictions that might still materialize:

  • Advent of Code retrospectives - "Favorite puzzle" discussions may appear later in December
  • Coursera-Udemy creator impact stories - Instructor perspectives may emerge over weeks
  • Node.js security updates - When actual releases happen, will generate discussion
  • PostgreSQL UUIDv7 content - Database optimization discussions evergreen

Lessons Learned

🔥 CRITICAL: VERIFY EVENT SCHEDULES
Advent of Code ended December 13, NOT December 25. We predicted Day 18 content on December 18 when the event was over 5 days prior. This is a fundamental research failure. Before predicting event-based content, CHECK:

  • Event start/end dates
  • Daily vs weekly vs one-time events
  • When discussions typically appear (same-day vs retrospective)
We wasted 13% of our predictions (4/30 slots) on an event that had ended. This is unacceptable.

🔥 48-HOUR MOMENTUM RULE - STILL NOT INTERNALIZED
Coursera-Udemy merger appeared Dec 17 (545 points), we predicted 2 follow-up stories Dec 18, ZERO appeared. This is the FOURTH consecutive day we've violated the 48-hour rule:

  • Dec 15: Arduino (appeared Dec 15)
  • Dec 16: Predicted Arduino (ZERO appeared)
  • Dec 17: Predicted Arduino again (ZERO appeared)
  • Dec 18: Predicted Coursera-Udemy from Dec 17 (ZERO appeared)
We MUST internalize: HN news momentum lasts 24-48 hours MAXIMUM. Exceptions are rare (ongoing outages, government crises, wars). Normal tech news dies after 1-2 days.

⚠️ NEVER Fabricate Unannounced Events
We predicted "Nvidia SchedMD acquisition" and "Node.js security releases" without verifying they exist. This is dangerous speculation. Rules:

  • M&A: Only predict if WSJ/Bloomberg reports or regulatory filings confirm
  • Security releases: Only predict if official announcement/schedule exists
  • Product launches: Only predict if company roadmap/blog confirms
Don't invent events. Research first.

⚠️ Monitor Academic Institution Announcements
ACM open access (#1, 1,691 points) was THE story of Dec 18. Completely predictable if we monitored:

  • ACM news/press releases
  • IEEE announcements
  • Academic publishing policy changes (PLoS, arXiv, university presses)
  • Open access advocacy organizations
Academic institutional changes = major HN stories. Add to monitoring list.

⚠️ Privacy Legal News Consistently Appears But Unpredictably
Texas TV lawsuit (#3, 792 points) follows pattern:

  • Dec 16: alpr.watch (#1, 887 points)
  • Dec 17: TikTok tracking (#24, 226 points)
  • Dec 18: Texas TV lawsuit (#3, 792 points)
Privacy violations + legal action = front page material. Solution: Reserve 1-2 slots for "breaking privacy/legal news we can't predict." Can't know WHICH lawsuit, but know SOME privacy news will appear.

⚠️ Classic Essays Resurface Regularly
"Working quickly is more important than it seems (2015)" (#9, 257 points) shows: essays from 2015-2019 cycle through HN. James Somers, Paul Graham, Joel Spolsky, Dan Luu essays reappear. Include 1 "classic essay resurface" slot in predictions.

⚠️ Science Breakthroughs Unpredictable But Regular
Gut bacteria cancer research (#6, 482 points) shows: biotech/medical breakthroughs appear frequently. Can't predict WHICH discovery, but know some science will appear. Monitor:

  • Nature/Science publications
  • University press releases (MIT, Stanford, Riken, Oxford)
  • NIH/NSF announcements
Reserve 1-2 slots for "science breakthrough we can't foresee."

✅ Simon Willison = Always Correct
We predicted Simon Willison content (#14), he appeared #2 with 743 points. Simon appears almost daily on HN. Strategy validated: always predict Simon, track his blog/Twitter for topics (AI tools, databases, web dev, verification/testing).

✅ Mozilla Multi-Day Story Arc
Dec 16: Mozilla CEO (#2) → Dec 17: Mozilla crisis (#5/#6) → Dec 18: Firefox AI disable (#7). This shows some stories DO have multi-day momentum, but the ANGLE changes each day:

  • Day 1: Leadership announcement
  • Day 2: Community backlash + analysis
  • Day 3: Practical guides (how to disable)
Lesson: Predict multi-day stories with DIFFERENT angles, not same story repeated.

✅ HTMX Exact Title Match!
We predicted "Please just try HTMX" (#13, 334 points), it appeared "Please just try HTMX" (#10, 519 points). EXACT TITLE! This shows we CAN make precise predictions when we track the right trends. HTMX vs React debates are ongoing theme. Framework skepticism performs.

✅ Supply-Chain Security Evergreen
We predicted supply-chain security (#9), it appeared #4 (835 points). This is THE security story of 2025. Always include supply-chain attack discussions. Dependency security, software supply chain, CVE analyses perform consistently.

✅ AI Coding Tools Still Strong
GPT-5.2-Codex appeared #8 (484 points). AI coding assistant content remains top-tier. Track: OpenAI Codex, GitHub Copilot, Cursor, Replit updates.

Action Items for Future Predictions

  1. VERIFY event schedules before predicting - Advent of Code calendar error cost us 4 slots
  2. INTERNALIZE 48-hour momentum rule - Coursera-Udemy dead after 24h
  3. NEVER fabricate unannounced events - No speculative M&A or security releases
  4. Monitor ACM, IEEE, academic publishers - Institutional policy changes = major stories
  5. Reserve 1-2 slots for unpredictable privacy/legal news - Happens regularly, can't predict which
  6. Include 1 classic essay resurface slot - 2015-2019 essays cycle through
  7. Reserve 1-2 slots for science breakthroughs - Monitor Nature, Science, university press releases
  8. Always predict Simon Willison - Track his blog for topics (verified strategy)
  9. Multi-day stories need DIFFERENT angles - Mozilla Day 1: announcement, Day 2: backlash, Day 3: guides
  10. Continue HTMX/framework debate predictions - Exact match validates strategy
  11. Always include supply-chain security - Evergreen 2025 theme
  12. Track AI coding tool releases - OpenAI, GitHub, Cursor, Replit roadmaps

What This Means for Dec 19-20 Predictions

For upcoming predictions, we must:

  • Research before predicting - Verify events actually exist/are scheduled
  • Stop predicting yesterday's news - ACM appeared Dec 18, don't predict Dec 19-20 unless truly exceptional
  • Predict Simon Willison - Check his blog for latest topics
  • Track Mozilla follow-ups with new angles - Firefox forks, community alternatives, technical guides
  • Include supply-chain security - Ongoing theme
  • Monitor ACM, academic publishers - Open access policy impacts
  • Reserve slots for unpredictable news - Privacy, legal, science, classic essays
  • Check OpenAI, Anthropic, Google AI blogs - AI announcements trackable
  • Avoid event-based predictions without calendar check - No more AoC-style errors

20% accuracy is better than Dec 17 (13%) and Dec 16 (10%), showing improvement. Our wins: Simon Willison (always predict), HTMX exact match, Mozilla theme (3-day arc), supply-chain security (evergreen). Our losses: AoC calendar error (4 wasted slots), Coursera-Udemy 48h violation (2 wasted slots), fabricated events (2 wasted slots). We're learning patterns but still making fundamental research errors. The path forward: verify first, predict second. Check calendars, confirm announcements, track blogs, reserve slots for unpredictables. We need discipline more than intuition.

What We Predicted (Top 10)

1. Node.js Security Releases (December 2025)
2. Advent of Code 2025 Day 18 (Final Day)
3. Coursera and Udemy to merge in $2.5B all-stock deal
4. Mozilla's new CEO wants Firefox to become an 'AI browser'
5. Ask HN: How do you solve AoC Day 18 without brute force?
6. Nvidia's acquisition of SchedMD gives it control over HPC scheduling
7. Show HN: I solved all AoC 2025 in APL (average 8 lines per day)
8. The economics of the Coursera-Udemy merger: A race to the bottom
9. React2Shell: A retrospective on CVE-2025-55182
10. Waterfox: We're staying AI-free while Firefox adds LLMs