← Cockpit
232_008predictionAIAI-timing

Real-time AI video generation will break any video/voice-based security mechanisms.

Predictor: Ben Horowitz · ep#232 "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232" · source

Prior probability
55.0%
Current probability
46.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Real-time AI video generation will break any video/voice-based security mechanisms. | that's going to be real time, right? Like, so then yes, just the any kind of security mechanic that you have where you recognize the person via video or or voice is shot to hell.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
that's going to be real time, right? Like, so then yes, just the any kind of security mechanic that you have where you recognize the person via video or or voice is shot to hell.

Predictor: Ben Horowitz

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Ben Horowitz 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 46.3%

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. 2025-12-31hitVoice deepfake attack volume rises >500% YoY
    How: Industry security report (CloudSEK, Reality Defender, or similar) documents >=500% YoY increase in voice deepfake attack incidents
    Source: https://www.progressiverobot.com/2026/04/29/deepfake-phishing-ai-defenses/conf 95%
    Notes: HIT — Voice deepfake incidents rose 680% YoY in 2025 with >100K US attacks recorded.
  2. 2026-03-01hitVoice-cloning attacks succeed with as little as 30 seconds of source audio
    How: Public security report documents real-time voice cloning bypassing voice authentication using <60 seconds of input audio in production attacks
    Source: https://hawk-eye.io/2026/03/deepfake-driven-social-engineering-how-ai-voice-and-video-are-being-used-to-bypass-security-controls/conf 95%
    Notes: HIT — HawkEye and BleepingComputer document 30-second voice clone attacks bypassing speaker verification systems in 2026.
  3. 2026-03-01hitReal-time interactive deepfakes participate in live video conferences
    How: Documented incident of real-time face-swap deepfake successfully impersonating a person on a video conference call in a fraud or social engineering attack
    Source: https://securityboulevard.com/2026/03/the-25-million-deepfake-why-your-video-calls-can-no-longer-be-trusted/conf 99%
    Notes: HIT — $25M deepfake video-call fraud documented; real-time face-swap on consumer hardware.
  4. 2026-06-01 → 2027-12-31pendingMajor banks or financial institutions deprecate voice biometric authentication
    How: At least 3 top-20 US banks or international financial institutions publicly retire or deprecate voice-print authentication for high-value transactions
    Source: Bank press releases, FFIEC guidance, FS-ISAC reportsconf 65%
  5. 2026-06-01 → 2027-12-31pendingCumulative deepfake fraud losses exceed $5 billion globally
    How: Aggregated fraud losses attributed to deepfake video/voice exceed $5B per industry tracker (e.g., Sumsub, CloudSEK, Reality Defender, FBI IC3)
    Source: https://www.cloudsek.com/knowledge-base/best-ai-deepfake-detection-toolsconf 70%
    Notes: Already past $2.19B globally per CloudSEK; trajectory points to $5B by mid-2027.
  6. 2027-01-01 → 2027-12-31pendingRegulatory mandate against pure video/voice-only KYC for high-risk transactions
    How: Federal Reserve, FinCEN, or EU AI Act enforcement guidance explicitly prohibits sole reliance on video or voice for identity verification on transactions >$10K
    Source: FinCEN, EU AI Act, FDIC guidanceconf 55%

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: 46%)

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
LBP2026-05-10T02:00:02Z46.3%-1.1pp
Network propagation: 47.4% → 46.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.4%-1.7pp
Network propagation: 49.1% → 47.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.1%-2.4pp
Network propagation: 51.5% → 49.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5500.050-0.081
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050-0.049
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5500.050-0.044
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050-0.042
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.036
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.035
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.024
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.009
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.009

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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
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
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI
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 (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "PREDICTION",
  "role": "Guest-VC",
  "context": "Well, and also that's going to be real time, right? Like, so then yes, just the any kind of security mechanic that you have where you recognize the person via video or or voice is shot to hell.",
  "to_year": 2028,
  "verbatim": "that's going to be real time, right? Like, so then yes, just the any kind of security mechanic that you have where you recognize the person via video or or voice is shot to hell.",
  "conv_cues": "shot to hell",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "unspecified near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Voice deepfake attack volume rises >500% YoY",
      "notes": "HIT — Voice deepfake incidents rose 680% YoY in 2025 with >100K US attacks recorded.",
      "source": "https://www.progressiverobot.com/2026/04/29/deepfake-phishing-ai-defenses/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.progressiverobot.com/2026/04/29/deepfake-phishing-ai-defenses/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Industry security report (CloudSEK, Reality Defender, or similar) documents >=500% YoY increase in voice deepfake attack incidents"
    },
    {
      "kind": "llm_pre_event",
      "label": "Voice-cloning attacks succeed with as little as 30 seconds of source audio",
      "notes": "HIT — HawkEye and BleepingComputer document 30-second voice clone attacks bypassing speaker verification systems in 2026.",
      "source": "https://hawk-eye.io/2026/03/deepfake-driven-social-engineering-how-ai-voice-and-video-are-being-used-to-bypass-security-controls/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://hawk-eye.io/2026/03/deepfake-driven-social-engineering-how-ai-voice-and-video-are-being-used-to-bypass-security-controls/",
      "expected_date": "2026-03-31",
      "observed_date": "2026-03-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Public security report documents real-time voice cloning bypassing voice authentication using <60 seconds of input audio in production attacks"
    },
    {
      "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": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "235_002",
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "obs
... (truncated)