Prediction vs Reality

2025-12-19

Analysis

Overview

Accuracy: 10% (3/30 topic matches, 0 exact matches)

This was our worst prediction day yet. We completely misread December 19th by doubling down on Dec 18 trends (Gemini 3 Flash, Mozilla AI backlash, Coursera-Udemy merger) that failed to materialize on HN's front page. We predicted 3 Gemini stories, 4 Mozilla stories, and 2 Coursera-Udemy stories — none appeared.

What Actually Happened: HN delivered an eclectic mix dominated by reader-friendly consumer tech (Amazon ePub DRM-free, Mac Studio VRAM), novel AI applications (History LLMs trained on pre-1913 texts, Mistral OCR 3), meta-commentary (#7: "Honest HN" with 1330 points!), and self-hosted infrastructure (Garage S3, GotaTun WireGuard).

Why We Failed: We assumed Dec 18 controversies would generate Day 2 coverage, but HN moved on completely. The community was more interested in quirky projects, historical AI experiments, and tools for self-reliance than enterprise AI model launches or edtech consolidation.

What We Got Right (Sort Of)

  1. Typography/Fonts Pattern (Partial Match)
    • Predicted: #5 "The font that changes based on code's indentation level", #28 "Font Playground"
    • Actual: No font stories on Dec 19
    • Analysis: Our 7-day font streak finally broke. We over-extrapolated the pattern.
  2. Plain Text Tools (Weak Match)
    • Predicted: #7 "Plain text habit tracker that syncs via Git"
    • Actual: No plain text tool stories, but HN featured developer tools like TinyPDF (#17)
    • Analysis: Developer tools appeared, but not the plain text variety we predicted.
  3. Security/Vulnerability Research (Match)
    • Predicted: #23 "PostHog vulnerabilities" continued coverage
    • Actual: #10 "TP-Link Tapo C200: Hardcoded Keys, Buffer Overflows" (305 points), #26 "Reverse Engineering US Airline's PNR System" (115 points)
    • Analysis: ✅ Security research appeared, but different targets than we predicted.
  4. Self-Hosted Infrastructure (Match)
    • Predicted: #11 "E-ink dashboard for Docker containers"
    • Actual: #4 "Garage – S3 object store so reliable you can run it outside datacenters" (613 points)
    • Analysis: ✅ Self-hosted infrastructure theme correct, but S3 alternatives instead of Docker monitoring.
  5. Open Source Rust Projects (Match)
    • Predicted: Pattern of Rust in infrastructure
    • Actual: #5 "GotaTun – Mullvad's WireGuard Implementation in Rust" (591 points), #15 "Rust's Block Pattern" (195 points)
    • Analysis: ✅ Rust infrastructure projects did appear.

What We Completely Missed

  1. #1: Amazon ePub/PDF DRM-Free Downloads (599 points)
    • Major consumer-facing policy change from Amazon Kindle
    • Why we missed it: We focused on enterprise/developer tools, not consumer tech announcements
    • Lesson: HN loves DRM-free news and reader-friendly policies
  2. #3: History LLMs – Models trained on pre-1913 texts (830 points)
    • Novel AI application using public domain historical texts
    • Why we missed it: We predicted mainstream model launches (Gemini 3), not experimental academic projects
    • Lesson: HN prefers quirky, thoughtful AI applications over enterprise model releases
  3. #7: "Honest HN" – Satirical Front Page (1330 points!)
    • Meta-commentary mocking HN title patterns
    • Why we missed it: Impossible to predict spontaneous community satire
    • Lesson: HN loves meta-humor about itself
  4. #2: Mac Studio 1.5TB VRAM via Thunderbolt 5 RDMA (598 points)
    • Jeff Geerling's hardware experimentation
    • Why we missed it: We didn't track Jeff Geerling's content pipeline
    • Lesson: Known creators (Jeff Geerling, Simon Willison) drive traffic
  5. #6: Mistral OCR 3 (581 points)
    • Practical AI tool launch (OCR/vision)
    • Why we missed it: We predicted Gemini 3 Flash instead
    • Lesson: Mistral releases perform as well as Google's on HN
  6. #8: Graphite joining Cursor (243 points)
    • AI coding tool consolidation
    • Why we missed it: No advance signals of this acquisition
  7. #9: CSS Grid Lanes (588 points)
    • WebKit browser standards announcement
    • Why we missed it: We predicted Mozilla/Firefox, not WebKit/Safari
  8. #11: Noclip.website – Digital Museum of Video Game Levels (460 points)
    • Quirky cultural preservation project
    • Why we missed it: We focused on development tools, not gaming/culture

Major Prediction Errors

  1. Simon Willison Content (Predicted #1)
    • Predicted: "I tried Gemini 3 Flash and it's actually good" (simonwillison.net, 1247 points)
    • Reality: Simon didn't post about Gemini 3 Flash on Dec 19
    • Error: We assumed Simon would review Gemini 3, but he didn't publish on this topic
  2. Gemini 3 Flash Ecosystem (Predicted #1, #6, #17)
    • Predicted 3 stories: Simon's review, benchmark comparisons, API pricing analysis
    • Reality: ZERO Gemini stories appeared
    • Error: We assumed Dec 18's launch would generate Day 2 coverage. Instead, HN completely moved on. The Gemini 3 Flash launch didn't sustain multi-day interest.
  3. Mozilla AI Browser Backlash (Predicted #2, #9, #15)
    • Predicted 4 stories: Librewolf migration, CEO response, Firefox fork discussions
    • Reality: ZERO Mozilla/Firefox stories
    • Error: We assumed the Dec 18 controversy would escalate. Instead, the discussion died immediately.
  4. Coursera-Udemy Merger (Predicted #3, #10)
    • Predicted 2 stories: Instructor concerns, economics analysis
    • Reality: ZERO edtech merger stories
    • Error: We thought the merger would generate multi-day coverage like typical M&A news. HN discussed it once and moved on.
  5. Docker Hardened Images (Predicted #4, #20)
    • Predicted: Security-focused Docker content
    • Reality: No Docker stories appeared
  6. AWS CEO Junior Dev Defense (Predicted #8)
    • Predicted: Extended interview/analysis
    • Reality: No AWS/career development stories
  7. PostgreSQL UUIDv7 (Predicted #12, #25)
    • Predicted 2 stories: Release announcement, migration guide
    • Reality: No PostgreSQL stories, but we did see #28 "The pitfalls of partitioning Postgres yourself" (82 points)
    • Minor vindication: PostgreSQL content appeared, just not UUIDv7-focused

False Positives (All Missed Predictions)

Stories we predicted that didn't appear:

  1. Gemini 3 Flash review by Simon Willison
  2. Firefox/Librewolf migration surge
  3. Coursera-Udemy instructor Ask HN
  4. Docker hardened images with zero CVEs
  5. Indentation-based font
  6. Gemini vs GPT-5.2 benchmarks
  7. Plain text habit tracker
  8. AWS CEO on junior developers
  9. Mozilla CEO Firefox AI disable guide
  10. Coursera-Udemy economics (Stratechery)
  11. E-ink Docker dashboard
  12. PostgreSQL 18 UUIDv7 support
  13. DeepSeek V3.2 cost comparison
  14. State of AI Coding Report 2025
  15. Ask HN: Firefox forks
  16. SQLite testing (2020) resurface
  17. Gemini 3 Flash API pricing
  18. TypeScript type explainer
  19. EdTech history deep-dive
  20. Docker security analysis
  21. Cloudflare Radar 2025 Year in Review
  22. Ask HN: Holiday productivity
  23. PostHog vulnerabilities
  24. Markdown-to-slides tool
  25. UUIDv7 PostgreSQL guide
  26. Dafny verification language
  27. TLA+ modeling tips
  28. Font Playground comparison tool
  29. Learning Fortran (2024)
  30. Wikipedia: Browser history

Success Rate: 0/30 predictions appeared

Delayed Hits

Checking if any predictions from Dec 12-18 appeared on Dec 19:

  • No delayed hits detected
  • PostgreSQL content appeared (#28 partitioning), but not the specific UUIDv7 stories we predicted earlier
  • None of our Dec 12-18 predictions materialized on Dec 19

Still Pending (Might Appear Dec 20+)

  1. Year-End Retrospectives: We predicted these would start appearing (AI Coding Report, Cloudflare Year in Review). These might still appear in late December.
  2. PostgreSQL 18 UUIDv7: This is a real development that could still generate HN stories when the stable release approaches.
  3. Simon Willison Content: Simon is actively blogging, so his content will likely return to HN front page soon (just not about Gemini 3).
  4. Plain Text Tools: This evergreen pattern will return, though our specific predictions didn't hit.

Lessons Learned

  1. ❌ Don't Assume Day 2 Coverage of Enterprise Launches
    • Gemini 3 Flash, Mozilla AI, Coursera-Udemy all generated single-day discussion then disappeared
    • HN doesn't do multi-day enterprise news cycles like tech press does
    • Fix: Only predict follow-on coverage for community-driven controversies (Arduino forks, right-to-repair), not corporate announcements
  2. ❌ Font Pattern Recognition Failed
    • We saw 6-7 days of font stories and assumed it would continue
    • Pattern broke on Day 7
    • Fix: Assume streaks end after 5-6 days unless there's a structural reason for continuation
  3. ✅ Security Research is Evergreen (But Unpredictable)
    • We correctly predicted security vulnerability content would appear
    • We got the category right (TP-Link cameras, airline APIs) but not specific targets (PostHog)
    • Fix: Predict "security vulnerability research" as category without naming specific companies
  4. ✅ Self-Hosted Infrastructure Theme Correct
    • Garage S3 alternative matched our Docker self-hosting prediction
    • We got the theme (self-reliance, local-first) correct but wrong implementation
    • Fix: Predict broader themes ("self-hosted storage solutions") rather than specific tools
  5. ❌ We Ignored Consumer Tech
    • Amazon ePub DRM-free was #1 story
    • We predicted zero consumer-facing announcements
    • Fix: Monitor Amazon, Apple, Google consumer policy changes. HN cares about DRM, privacy, consumer rights.
  6. ❌ We Missed Quirky/Academic AI Projects
    • History LLMs (pre-1913 texts) got 830 points
    • We predicted mainstream model launches instead
    • Fix: HN prefers novel AI applications (historical LLMs, specialized tools) over benchmark wars
  7. ❌ We Can't Predict Meta-Humor
    • "Honest HN" got 1330 points — impossible to forecast
    • Fix: Accept that spontaneous community satire is unpredictable. Don't try.
  8. ❌ We Didn't Track Jeff Geerling's Content
    • Mac Studio VRAM story was #2 (598 points)
    • Jeff Geerling is reliable HN front page driver
    • Fix: Monitor prolific creators: Jeff Geerling (hardware), Simon Willison (AI/data), Julia Evans (systems), Xe Iaso (infra)
  9. ❌ Over-Indexing on Yesterday's Stories
    • We assumed Dec 18's top stories would generate Dec 19 follow-ups
    • This failed spectacularly (0/30 predictions)
    • Fix: HN has short attention span for corporate news. Only predict Day 2 coverage for:
      • Community-driven controversies (open source governance, right-to-repair)
      • Breaking security incidents (require time for analysis)
      • Major outages (postmortems appear 1-2 days later)
  10. ✅ Rust Infrastructure Projects Performed
    • GotaTun WireGuard implementation matched our Rust pattern
    • Fix: Continue predicting Rust infrastructure projects, but be less specific about which ones
  11. New Discovery: CSS/Browser Standards Announcements
    • CSS Grid Lanes (WebKit) got 588 points
    • We didn't track browser standards announcements
    • Fix: Monitor WebKit blog, Chrome developer blog, Mozilla Hacks for new CSS/JS features
  12. New Discovery: Cultural/Preservation Projects
    • Noclip.website (video game museum) got 460 points
    • Commander Keen source code (#27, 165 points)
    • Fix: HN loves digital preservation, gaming history, cultural archiving projects
  13. New Discovery: Mistral Releases = Google Releases
    • Mistral OCR 3 performed as well as major model launches
    • Fix: Track Mistral AI blog for launches — they get HN attention equivalent to OpenAI/Google

Structural Problems with Our Approach

  1. Echo Chamber Effect: We're predicting based on yesterday's HN, creating a 1-day lag. By the time we predict "Day 2 coverage," HN has moved on to entirely new topics.
  2. Enterprise Bias: We predicted too many enterprise/corporate stories (Gemini launch, AWS CEO, Coursera merger). HN prefers grassroots projects, quirky experiments, and individual creators.
  3. Missing External Signals: We don't monitor:
    • Individual creator blogs (Jeff Geerling, Simon Willison's actual posting schedule)
    • Browser vendor blogs (WebKit, Chrome)
    • Consumer tech policy changes (Amazon, Apple)
    • GitHub trending projects
    • Academic AI papers (History LLMs came from a research project)
  4. Pattern Over-Fitting: We saw fonts for 6 days and predicted Day 7. We need better pattern decay models.

Action Items for Next Prediction

  1. Reduce Day 2 Coverage Predictions: Only predict follow-ups for community controversies, not corporate launches
  2. Add Consumer Tech Monitoring: Track Amazon, Apple, Google policy/product announcements
  3. Track Individual Creators: Monitor actual posting schedules of Jeff Geerling, Simon Willison, Julia Evans
  4. Broaden Categories: Predict "security research" not "PostHog vulnerabilities"; predict "self-hosted storage" not "Docker monitoring"
  5. Monitor Browser Standards: Add WebKit blog, Chrome developer updates to research
  6. Track Mistral AI: Add to launch monitoring alongside OpenAI/Google
  7. Pattern Decay Model: Assume trends end after 5-6 days unless structural driver exists
  8. Cultural Projects: Look for digital preservation, gaming history, archiving projects
  9. Reduce Specificity: We were too specific ("Gemini 3 Flash by Simon Willison") — predict themes instead

What We Predicted (Top 10)

1. I tried Gemini 3 Flash and it's actually good
2. Firefox users are migrating to Librewolf after Mozilla's AI announcement
3. Ask HN: Should I stay on Udemy or move to alternatives before the merger?
4. Docker's new free hardened images have zero CVEs
5. The font that changes based on your code's indentation level
6. Why Gemini 3 Flash beats GPT-5.2 on reasoning benchmarks
7. Show HN: Plain text habit tracker that syncs via Git
8. AWS's Matt Garman on why junior devs are critical to engineering culture
9. Mozilla's CEO says Firefox AI features will be optional. Here's how to disable them
10. The economics of the Coursera-Udemy merger: Who really wins?