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230_025predictionAIAI-timing

The next 18 months to 2 years will set the rules for the next century.

Predictor: Peter Diamandis · ep#230 "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230" · source

Prior probability
65.0%
Current probability
52.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2028-08-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

The next 18 months to 2 years will set the rules for the next century. | you know, one of the things that that comes across that we talked about is the next 18 months to two years are going to set the rules down for the next century... So the decisions being made over the next 18- 24 months are going to persist for decades perhaps centuries.

Verbatim quote

From episode "AI CEOs Come Online: Sam Altman's Replacement Plan, Job Loss & 'Solve Everything' Launches |EP #230"
you know, one of the things that that comes across that we talked about is the next 18 months to two years are going to set the rules down for the next century... So the decisions being made over the next 18- 24 months are going to persist for decades perhaps centuries.

Predictor: Peter Diamandis

κ + Brier as of 2026-05-22
κ (discount)
0.875
Brier
0.0367
excellent
Hits / Misses
10 / 0
of 15 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Peter Diamandis 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

6 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 52.2%

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: 4 fired ✓ · 2 overdue ⏱ · 4 pending
  1. 2025-01-20overdueTrump EO 14179 'Removing Barriers to American Leadership in AI' signed (revokes Biden 2023 AI EO)
    How: White House publishes EO 14179 directing agencies to rescind AI-limiting policies
    Source: https://www.squirepattonboggs.com/insights/publications/key-insights-on-president-trumps-new-ai-executive-order-and-policy-regulatory-implications/conf 99%
  2. 2025-08-02overdueEU AI Act GPAI provider obligations + governance rules become applicable
    How: EU AI Act Article rules for GPAI providers and governance bodies enter into application per Commission timeline
    Source: https://artificialintelligenceact.eu/implementation-timeline/ — governance + GPAI obligations applicable Aug 2 2025conf 99%
  3. 2026-06-30pendingColorado AI Act takes effect (first comprehensive US state AI law)
    How: Colorado AI Act provisions become operative requiring high-risk AI system developer/deployer obligations
    Source: https://www.wsgr.com/en/insights/2026-year-in-preview-ai-regulatory-developments-for-companies-to-watch-out-for.htmlconf 95%
  4. 2026-08-02pendingEU AI Act fully applicable; Commission GPAI fines authority kicks in (up to €15M / 3%)
    How: EU AI Act becomes fully applicable across all risk tiers (excl. legacy GPAI grace); Commission can issue Article 101 fines
    Source: https://www.medialaws.eu/eu-ai-obligations-for-gpai-providers-compliance-enforcement-deadlines-2025-2027/conf 97%
  5. 2027-01-01pendingCalifornia ADM (automated decision-making) requirements take effect for businesses
    How: California businesses must comply with automated decision-making technology regulations
    Source: https://www.wsgr.com/en/insights/2026-year-in-preview-ai-regulatory-developments-for-companies-to-watch-out-for.htmlconf 85%
  6. 2027-08-02pendingPre-existing GPAI models (placed before Aug 2025) must be fully AI Act compliant
    How: GPAI models already on market by Aug 2 2025 must achieve full EU AI Act compliance per Commission deadline
    Source: https://artificialintelligenceact.eu/implementation-timeline/conf 90%

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: 52%)

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
LBP2026-05-17T02:00:01Z52.2%+1.5pp
Network propagation: 50.7% → 52.2%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z50.7%+3.2pp
Network propagation: 47.6% → 50.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.6%+6.6pp
Network propagation: 41.0% → 47.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z41.0%-17.3pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.410 blend=0.410 LLR=-0.697 κ=0.87 no_blend
Raw metadata
{
  "trf": 0.8746949894343097,
  "kappa": 0.8684,
  "base_rate": null,
  "predictor": "Peter Diamandis",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.33218254953771537,
  "bayes_factor": "2.0:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5822903298089267,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.8597159999999999,
      "label": "Trump EO 14179 'Removing Barriers to American Leadership in AI' signed (revokes Biden 2023 AI EO)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.99,
      "source_url": null,
      "adjusted_llr": -0.3485848408823186,
      "expected_date": "2025-01-20",
      "measurement_criterion": "White House publishes EO 14179 directing agencies to rescind AI-limiting policies"
    },
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.8597159999999999,
      "label": "EU AI Act GPAI provider obligations + governance rules become applicable",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.99,
      "source_url": null,
      "adjusted_llr": -0.3485848408823186,
      "expected_date": "2025-08-02",
      "measurement_criterion": "EU AI Act Article rules for GPAI providers and governance bodies enter into application per Commission timeline"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3877135073959832,
  "outside_weight": 0.6122864926040168,
  "posterior_prob": 0.4097528602072992,
  "posterior_logit": -0.36498713222692186,
  "predictor_brier": 0.02669,
  "inside_posterior": 0.4097528602072992,
  "blended_posterior": 0.4097528602072992,
  "reference_class_id": null,
  "total_adjusted_llr": -0.6971696817646372,
  "predictor_n_resolved": 14
}
LBP2026-04-30T16:39:51Z58.2%-2.7pp
Network propagation: 60.9% → 58.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.9%-4.1pp
Network propagation: 65.0% → 60.9%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.068
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.650+0.038
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6500.050-0.035
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.026
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050-0.015

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.028
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.028
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.011
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.010
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050+0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
correlateS_ASI_MID_2034ASI mid: Schmidt 'ASI in 6 years'asi_recursive_self_improvement
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
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
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI

Linked documents (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.602manifoldWill I break a bone before the end of 2027?7%mentionspending2026-05-07
0.594manifoldWill a Muslim Majority Country Lose Its Majority Before 2040?60%mentionspending2026-05-03
0.593manifoldWill at least one World Marathon Major be won under 2 hours every year until end of 2029?77%mentionspending2026-04-26
0.588manifoldWill an Average New Zealander born in the year 2000 live to 150? (RESOLVES IN A WEEK)38%mentionspending2026-06-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "100 years of lock-in",
  "url": "https://www.youtube.com/watch?v=6P0uTDGDr-I",
  "mode": "THESIS",
  "role": "Host",
  "context": "the next 18 months to two years are going to set the rules down for the next century... the decisions being made over the next 18- 24 months are going to persist for decades perhaps centuries.",
  "to_year": 2028,
  "verbatim": "you know, one of the things that that comes across that we talked about is the next 18 months to two years are going to set the rules down for the next century... So the decisions being made over the next 18- 24 months are going to persist for decades perhaps centuries.",
  "conv_cues": "going to set the rules",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "next 18-24 months",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Trump EO 14179 'Removing Barriers to American Leadership in AI' signed (revokes Biden 2023 AI EO)",
      "source": "https://www.squirepattonboggs.com/insights/publications/key-insights-on-president-trumps-new-ai-executive-order-and-policy-regulatory-implications/",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.99,
      "expected_date": "2025-01-20",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "White House publishes EO 14179 directing agencies to rescind AI-limiting policies"
    },
    {
      "kind": "llm_pre_event",
      "label": "EU AI Act GPAI provider obligations + governance rules become applicable",
      "source": "https://artificialintelligenceact.eu/implementation-timeline/ — governance + GPAI obligations applicable Aug 2 2025",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "expected_date": "2025-08-02",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "EU AI Act Article rules for GPAI providers and governance bodies enter into application per Commission timeline"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Colorado AI Act takes effect (first comprehensive US state AI law)",
      "source": "https://www.wsgr.com/en/insights/2026-year-in-preview-ai-regulatory-developments-for-companies-to-watch-out-for.html",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2026-06-
... (truncated)