Two years from now, best AI will not be freely accessible — it will be withheld citing security/safety.
Predictor: Dave Blundin · ep#230 "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230" · source
Prediction text
Two years from now, best AI will not be freely accessible — it will be withheld citing security/safety. | I really doubt uh two years from now that the best AI is going to be just log in and go here, here you can have free access to it. And what'll happen is it'll be you'll be deprived of it with the excuse being security and safety.
Verbatim quote
I really doubt uh two years from now that the best AI is going to be just log in and go here, here you can have free access to it. And what'll happen is it'll be you'll be deprived of it with the excuse being security and safety.
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).
Reference class
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-01-15hitBIS export controls cap frontier model weights above 10^26 FLOPHow: U.S. Commerce/BIS publishes rule controlling export of model weights for models trained above 10^26 FLOP thresholdSource: https://www.federalregister.gov/documents/2025/01/15/2025-00636/framework-for-artificial-intelligence-diffusion — AI Diffusion Frameworkconf 95%Notes: First formal U.S. control on AI model weight exports — a structural precondition for 'best AI withheld'.
- 2025-09-29hitCalifornia SB 53 frontier-AI safety reporting law in forceHow: California enacts SB 53 imposing safety, incident-reporting, and security obligations on frontier AI developersSource: https://www.brookings.edu/articles/what-is-californias-ai-safety-law/ — Brookings analysis of California SB 53conf 95%
- 2026-02-25hitAnthropic relaxes safety pause clause under Pentagon pressureHow: Anthropic publicly removes/softens its Responsible Scaling Policy commitment to pause training if capability outstrips controlsSource: https://www.cnn.com/2026/02/25/tech/anthropic-safety-policy-change — Anthropic ditches core safety promise during Pentagon AI red-line fightconf 95%Notes: Direction is opposite to Blundin's prediction (companies racing to release rather than withhold) — but counts as a measurable real-world data point on the safety/security release axis.
- 2027-01-01 → 2028-09-30pendingFrontier lab introduces tiered/withheld access to top-capability model citing securityHow: OpenAI, Anthropic, Google DeepMind, or xAI publicly announces a top-tier model is restricted to vetted/government users only, citing national-security or misuse riskSource: OpenAI Preparedness Framework, Anthropic RSP successor, METR safety policy trackerconf 50%Notes: Direct test of Blundin's thesis. Counter-trend (capability racing, RSP relaxation) suggests confidence stays moderate.
- 2028-01-01 → 2028-12-31pendingTwo-tier global AI access regime emerges (vetted vs. public)How: By end-2028, ≥1 frontier lab confirms a class of model is non-public; combined with export-control enforcement against ≥1 country tierSource: BIS enforcement actions, lab transparency reportsconf 45%
What if this resolves?
Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"
Evidence chain
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.095 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.082 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.067 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.044 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.043 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.031 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | -0.017 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.010 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.004 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.001 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_029 | Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training. | Semis/Products | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
Linked documents (7)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.670 | manifold | When will consumer AI be able to read me a book | — | mentions | pending | 2026-04-25 |
| 0.668 | polymarket | Will xAI have the best AI model at the end of May 2026? | 0% | mentions | pending | 2026-04-13 |
| 0.666 | polymarket | Will Z.ai have the best AI model at the end of May 2026? | 0% | mentions | pending | 2026-04-13 |
| 0.605 | manifold | If the Googlebook is launched, will it still be available a year later? | 73% | mentions | pending | 2026-05-13 |
| 0.594 | manifold | Will there be a data leak of personal information sent to Android's age verification system before 2027? | 50% | mentions | pending | 2026-04-29 |
| 0.577 | manifold | Will I use Hermes Agent for more than a week? | 36% | mentions | pending | 2026-05-09 |
| 0.562 | manifold | Will https://vivarium.sh/ still exist by EOY2028 | 24% | mentions | pending | 2026-05-07 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
"mode": "PREDICTION",
"role": "Host",
"context": "I would not count on that surviving post the self-improvement era... I really doubt uh two years from now that the best AI is going to be just log in and go here, here you can have free access to it.",
"to_year": 2028,
"verbatim": "I really doubt uh two years from now that the best AI is going to be just log in and go here, here you can have free access to it. And what'll happen is it'll be you'll be deprived of it with the excuse being security and safety.",
"conv_cues": "really doubt",
"direction": "NOT_HAPPEN",
"from_year": 2028,
"timeframe": "two years from now",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "BIS export controls cap frontier model weights above 10^26 FLOP",
"notes": "First formal U.S. control on AI model weight exports — a structural precondition for 'best AI withheld'.",
"source": "https://www.federalregister.gov/documents/2025/01/15/2025-00636/framework-for-artificial-intelligence-diffusion — AI Diffusion Framework",
"status": "hit",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.federalregister.gov/documents/2025/01/15/2025-00636/framework-for-artificial-intelligence-diffusion",
"expected_date": "2025-01-15",
"observed_date": "2025-01-15",
"research_origin": "deep_research",
"measurement_criterion": "U.S. Commerce/BIS publishes rule controlling export of model weights for models trained above 10^26 FLOP threshold"
},
{
"kind": "llm_pre_event",
"label": "California SB 53 frontier-AI safety reporting law in force",
"source": "https://www.brookings.edu/articles/what-is-californias-ai-safety-law/ — Brookings analysis of California SB 53",
"status": "hit",
"weight": 0.4,
"ordinal": -9,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.brookings.edu/articles/what-is-californias-ai-safety-law/",
"expected_date": "2025-09-29",
"observed_date": "2025-09-29",
"research_origin": "deep_research",
"measurement_criterion": "California enacts SB 53 imposing safety, incident-reporting, and security obligations on frontier AI developers"
},
{
"kind": "llm_pre_event",
"label": "Anthropic relaxes safety pause clause under Pentagon pressure",
"notes": "Direction is opposite to Blundin's prediction (companies racing to release rather than withhold) — but counts as a measurable real-world data point on the safety/security release axis.",
"source": "https://www.cnn.com/2026/02/25/tech/anthropic-safety-policy-change — Anthropic ditches core safety promise during Pentagon AI red-line fight",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.cnn.com/2026/02/25/tech/anthropic-safety-policy-change",
"expected_date": "2026-02-25",
"observed_date": "2026-02-25",
"research_origin": "deep_research",
"measurement_criterion": "Anthropic publicly removes/softens its Responsible Scaling Policy commitment to pause training if capability outstrips controls"
},
{
"kind": "prereq",
"label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
"status": "hit",
"weight": 0.5,
"ordinal": -7,
"source_id": "SEM_011",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
"weight": 0.5,
"ordinal": -6,
"source_id": "SEM_027",
"expected
... (truncated)