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232_018predictionAIAI-timing

We are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived.

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

Prior probability
65.0%
Current probability
54.8%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

We are living through a moment that will be in history for thousands of years: nonhuman intelligence arrived. | we are living through a moment that will be in history for thousands of years and nonhuman intelligence arrived and it was a competitor to us.

Verbatim quote

From episode "Ben Horowitz: xAI Executive Exodus, Apple's AI Crisis, The Pace of AI | EP #232"
we are living through a moment that will be in history for thousands of years and nonhuman intelligence arrived and it was a competitor to us.

Predictor: Eric Schmidt

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0064
excellent
Hits / Misses
3 / 0
of 3 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Eric Schmidt 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 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 54.8%

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: 9 fired ✓
  1. 2025-06-30hitAI agents perform multi-step tasks autonomously in production
    How: At least 3 major frontier labs (OpenAI, Anthropic, Google, etc.) ship production-grade agent products that complete hours-long tasks (Operator, Computer Use, Project Astra, etc.)
    Source: Vendor product announcements; Anthropic Computer Use, OpenAI Operator, Google Project Marinerconf 95%
    Notes: HIT — Computer Use (Oct 2024), Operator (Jan 2025), Mariner (Dec 2024) all shipped.
  2. 2026-01-31hitPublic discourse on AGI/transformative AI reaches mainstream
    How: Sustained mainstream media coverage (NYT/WSJ/Economist front-page) of AGI/transformative AI ≥1x/month for 12+ months; Pew/Gallup polling shows >50% Americans aware of AGI debate
    Source: Major newspaper archives; Pew Research polling on AI awarenessconf 90%
    Notes: HIT — Continuous front-page coverage 2024-2026; Schmidt-Diamandis-Altman public commentary normalized AGI discussion.
  3. 2025-12-31hitFrontier AI models cross PhD-level benchmarks (GPT-5, Claude 4 series, Gemini 2.5)
    How: Major frontier models score ≥90% on graduate-level reasoning benchmarks (GPQA, MMLU-Pro, MATH-500), demonstrating expert-level capability across domains
    Source: OpenAI/Anthropic/Google model release notes and benchmarks; widely covered in AI pressconf 85%
    Notes: HIT — GPT-5 (Aug 2025), Claude Opus 4 series, and Gemini 2.5 all crossed expert benchmarks.
  4. 2025-08-11hitSovereign AI compute treated as critical infrastructure (national security framing)
    How: Major nation-state (US, EU, UK, China, India, Saudi) formally classifies AI compute as critical infrastructure with associated funding and export-control regimes
    Source: US CHIPS Act, UK AI Safety Institute, EU AI Act, China's AI development plansconf 85%
    Notes: HIT — Trump-Nvidia 15% deal (Aug 2025) is exemplar of national-security framing of AI chips. EU AI Act in force 2024.
  5. 2026-06-01 → 2027-12-31pendingFirst academic discipline declares ML/AI research output dominant over human authorship
    How: Major academic field (math, ML, theoretical physics) publishes peer-reviewed analysis showing AI-co-authored or AI-generated papers exceed pure-human papers in citation impact
    Source: Nature, Science, arXiv meta-studiesconf 40%
    Notes: Cascade — Math papers using AI assistance already common; tipping point unknown.

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: 55%)

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
LBP2026-05-10T02:00:02Z54.8%-1.4pp
Network propagation: 56.1% → 54.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z56.1%-2.0pp
Network propagation: 58.2% → 56.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z58.2%-2.8pp
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.6500.050-0.099
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6500.050-0.061
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.052
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.042
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050-0.041

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.045
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.035
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050+0.015
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050+0.006
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050+0.003

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=C1GLT9_tag0",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "context": "I will tell you and it's really important to understand that we are living through a moment that will be in history for thousands of years and nonhuman intelligence arrived and it was a competitor to us.",
  "to_year": 2026,
  "cited_by": "Peter Diamandis",
  "verbatim": "we are living through a moment that will be in history for thousands of years and nonhuman intelligence arrived and it was a competitor to us.",
  "conv_cues": "will be in history for thousands of years",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "present and future thousands of years",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI agents perform multi-step tasks autonomously in production",
      "notes": "HIT — Computer Use (Oct 2024), Operator (Jan 2025), Mariner (Dec 2024) all shipped.",
      "source": "Vendor product announcements; Anthropic Computer Use, OpenAI Operator, Google Project Mariner",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2025-09-30",
      "observed_date": "2025-06-30",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2025-01-01"
      },
      "measurement_criterion": "At least 3 major frontier labs (OpenAI, Anthropic, Google, etc.) ship production-grade agent products that complete hours-long tasks (Operator, Computer Use, Project Astra, etc.)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Public discourse on AGI/transformative AI reaches mainstream",
      "notes": "HIT — Continuous front-page coverage 2024-2026; Schmidt-Diamandis-Altman public commentary normalized AGI discussion.",
      "source": "Major newspaper archives; Pew Research polling on AI awareness",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.9,
      "expected_date": "2025-09-30",
      "observed_date": "2026-01-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2025-01-01"
      },
      "measurement_criterion": "Sustained mainstream media coverage (NYT/WSJ/Economist front-page) of AGI/transformative AI ≥1x/month for 12+ months; Pew/Gallup polling shows >50% Americans aware of AGI debate"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier AI models cross PhD-level benchmarks (GPT-5, Claude 4 series, Gemini 2.5)",
      "notes": "HIT — GPT-5 (Aug 2025), Claude Opus 4 series, and Gemini 2.5 all crossed expert benchmarks.",
      "source": "OpenAI/Anthropic/Google model release notes and benchmarks; widely covered in AI press",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "training",
      "measurement_criterion": "Major frontier models score ≥90% on graduate-level reasoning benchmarks (GPQA, MMLU-Pro, MATH-500), demonstrating expert-level capability across domains"
    },
    {
      "kind": "llm_post_event",
      "label": "Sovereign AI compute treated as critical infrastructure (national security framing)",
      "notes": "HIT — Trump-Nvidia 15% deal (Aug 2025) is exemplar of national-security framing of AI chips. EU AI Act in force 2024.",
      "source": "US CHIPS Act, UK AI Safety Institute, EU AI Act, China's AI development plans",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2025-12-31",
      "observed_date": "2025-08-11",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2025-01-01"
      },
      "mea
... (truncated)