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230_005predictionAIAI-scaling

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

Prior probability
60.0%
Current probability
50.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2028-01-01 – 2028-09-30
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
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

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.2%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 8 fired ✓ · 2 pending
  1. 2025-01-15hitBIS export controls cap frontier model weights above 10^26 FLOP
    How: U.S. Commerce/BIS publishes rule controlling export of model weights for models trained above 10^26 FLOP threshold
    Source: 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'.
  2. 2025-09-29hitCalifornia SB 53 frontier-AI safety reporting law in force
    How: California enacts SB 53 imposing safety, incident-reporting, and security obligations on frontier AI developers
    Source: https://www.brookings.edu/articles/what-is-californias-ai-safety-law/ — Brookings analysis of California SB 53conf 95%
  3. 2026-02-25hitAnthropic relaxes safety pause clause under Pentagon pressure
    How: Anthropic publicly removes/softens its Responsible Scaling Policy commitment to pause training if capability outstrips controls
    Source: 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.
  4. 2027-01-01 → 2028-09-30pendingFrontier lab introduces tiered/withheld access to top-capability model citing security
    How: OpenAI, Anthropic, Google DeepMind, or xAI publicly announces a top-tier model is restricted to vetted/government users only, citing national-security or misuse risk
    Source: 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.
  5. 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 tier
    Source: BIS enforcement actions, lab transparency reportsconf 45%

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 50%)

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

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-10T02:00:02Z50.2%-1.2pp
Network propagation: 51.5% → 50.2%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.5%-1.9pp
Network propagation: 53.4% → 51.5%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.4%-2.9pp
Network propagation: 56.2% → 53.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.095
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.082
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.067
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.044
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.043

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.031
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.017
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.010
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.004
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.001

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy

Linked documents (7)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.670manifoldWhen will consumer AI be able to read me a bookmentionspending2026-04-25
0.668polymarketWill xAI have the best AI model at the end of May 2026?0%mentionspending2026-04-13
0.666polymarketWill Z.ai have the best AI model at the end of May 2026?0%mentionspending2026-04-13
0.605manifoldIf the Googlebook is launched, will it still be available a year later?73%mentionspending2026-05-13
0.594manifoldWill there be a data leak of personal information sent to Android's age verification system before 2027?50%mentionspending2026-04-29
0.577manifoldWill I use Hermes Agent for more than a week?36%mentionspending2026-05-09
0.562manifoldWill https://vivarium.sh/ still exist by EOY202824%mentionspending2026-05-07

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)