Shifting towards confident 'no'. Even if Ultima's offering hits the market before September (and the target seems to be 'mid-2023'), I find it very unlikely that this will impact costs at NHGRI centres by Sep, and that the total costs when including indirect costs will be less than $100.
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Why do you think you're right?
Why might you be wrong?
I'm conflicted as to whether I'm still underconfident here. Perhaps 2% is appropriate to account for 'surprises' here: I don't think I know enough about the area or the processes behind computing the costs to confidently drop below 2%. But my gut feeling suggests going more confident (1%).

Time

Moving down a couple of %-points for 2 reasons:
- no real indication of much violence so far
- The Economist Intelligence Unit predicting Obi won't win election. My initial forecast assigned weight to violence reacting to a Obi (Christian) presidency. Unsure of their probabilities on this (don't have a subscription) but looking at the Metaculus question puts an Obi win at 22% (though not many forecasts). But based on my initial reasoning this should bring my forecast down to 8%
Remember we're starting from base rates of about 14%, though trends lower recently, and not much activity so far this year. On the other hand recent-ish warnings from foreign offices, and the 'long tailed' nature of terrorist attacks meaning one or two incidents could add up to over 200 fatalities. So I'm going with 8% for now

Time & crowd



Passage of time. Looking likely we’ve seen the peak, but leaving a flat tail for outlier events


Slightly increasing confidence. Based on no signs of trend change.
We're at 2 members now. Unlikely that any VC partners leave in the next 5 months, but somewhat likely another partner joins.