Government ministries of education globally will wait and see until dramatically more proof exists before adoption.
Predictor: Joe Liemandt · ep#233 "This $40M AI Company Is Using AI Tutors to Teach 2 Hours/Day | #233" · source
Prediction text
Government ministries of education globally will wait and see until dramatically more proof exists before adoption. | ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.
Verbatim quote
ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.
Predictor: Joe Liemandt
Calibration plot (stated vs observed)
Evidence about this node from Joe Liemandt 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
- 2025-12-31overdueOECD AI in education report shows wait-and-see policy posture (2025)How: OECD or UNESCO publishes 2025 report documenting that fewer than 5 of the top-30 OECD national education ministries have adopted comprehensive AI-tutoring frameworks, consistent with 'wait and see' posture.Source: OECD — AI adoption by small and medium-sized enterprises (Dec 2025)conf 65%Notes: OECD 2025 reports broadly confirm slow institutional uptake. Looking for direct K-12 / higher-ed minister-of-education reports next.
- 2026-06-01 → 2028-12-31pendingFirst nation-scale AI tutoring rollout (~1M students) commissionedHow: A national education ministry (Singapore, UAE, Estonia, South Korea, China, India, or US state DOE) commissions an AI tutoring deployment to >1M students with public RFP / contract.Source: Anticipated — national education ministry press releases, public procurement recordsconf 55%Notes: Direct test of 'wait and see' breaking. Specific watch: Singapore MOE, UAE Ministry of Education, Texas Education Agency.
- 2026-09-01 → 2028-12-31pendingPeer-reviewed RCT shows AI-tutoring effect-size > 1 sigma in K-12How: Peer-reviewed randomized controlled trial published in a major journal (Nature, Science, AERJ, RCT in education) documents >1 sigma effect-size for AI tutoring on standardized math/literacy assessments.Source: Anticipated — Nature, Science, AERJ, ED-Tech research journalsconf 50%Notes: Liemandt's 'dramatically more proof' bar. Bloom's 2-sigma is the academic frame.
- 2026-09-01 → 2029-06-30pendingFirst G20 ministry of education issues formal AI-tutoring procurement frameworkHow: A G20 country's ministry / department of education publishes a formal procurement / standards framework for AI-tutoring products, indicating policy posture has shifted from 'wait and see' to 'evaluate and adopt'.Source: Anticipated — G20 education ministry publicationsconf 45%Notes: Direct refutation milestone for the prediction.
- 2028-01-01 → 2031-12-31pendingCascade: large-scale teacher-displacement labor disclosuresHow: BLS or major OECD national-statistics agency reports >5% YoY decline in K-12 teacher employment attributed to AI tutoring substitution.Source: Anticipated — BLS Occupational Employment Statistics, OECD labor dataconf 25%Notes: Cascade — labor-force data is the structural test of whether the 'wait and see' posture eventually breaks.
What if this resolves?
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Evidence chain
Raw metadata
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"weight": 0.4,
"strength": "weak",
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"source_url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf",
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}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
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"posterior_prob": 0.36740889606837657,
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}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 | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.450 | +0.043 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.450 | 0.050 | -0.026 |
| prereq | 235_038 David Sinclair begins partial epigenetic reprogramming trial — Peter Diamandis | 74.0% | 0.450 | 0.050 | -0.024 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.450 | +0.023 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.450 | 0.050 | -0.020 |
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Ticker exposure
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Adverse (6)
Prerequisites (8)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 235_038 | David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026. | Biotech/Longevity | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| 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 | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| 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 | — |
| prereq | SEM_034 | True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'. | AI/AGI | — |
| prereq | 239_008 | Moon base will exist in 10 years | Space | — |
Linked documents (9)
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=X94eBT-VZnc",
"mode": "PREDICTION",
"role": "Guest-CEO",
"context": "on governments what we find is it's the same thing almost everywhere which is if if countries have a private model you absolutely can get take rate on the private side. The issue is ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.",
"to_year": 2035,
"verbatim": "ministers of education or secretaries or departments of education are pretty much globally very much going to wait and see until there's dramatically more proof which I I I'm not against.",
"conv_cues": "pretty much globally very much going to wait",
"direction": "NOT_HAPPEN",
"from_year": 2026,
"timeframe": "ongoing",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "OECD AI in education report shows wait-and-see policy posture (2025)",
"notes": "OECD 2025 reports broadly confirm slow institutional uptake. Looking for direct K-12 / higher-ed minister-of-education reports next.",
"source": "OECD — AI adoption by small and medium-sized enterprises (Dec 2025)",
"status": "overdue",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.65,
"source_url": "https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/12/ai-adoption-by-small-and-medium-sized-enterprises_9c48eae6/426399c1-en.pdf",
"expected_date": "2025-12-31",
"miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
"miss_emitted_by": "metadata_milestone_sweep",
"research_origin": "deep_research",
"measurement_criterion": "OECD or UNESCO publishes 2025 report documenting that fewer than 5 of the top-30 OECD national education ministries have adopted comprehensive AI-tutoring frameworks, consistent with 'wait and see' posture."
},
{
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"label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
"status": "hit",
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"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
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"label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
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{
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"expected_date": "2026-04-29",
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},
{
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"label": "Recursive self-improvement is already happening now (no longer three years out)",
"status": "hit",
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"source_id": "238_009",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
"status": "hit",
"weight": 0.5,
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"source_id": "235_038",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "llm_pre_event",
"label": "First nation-scale AI tutoring rollout (~1M students) commissioned",
"notes": "Direct test of 'wait and see' breaking. Specific watch: Singapore MOE, UAE Ministry of Education, Texas Education Agency.",
"source": "Anticipated — national education ministry press releases, public procurement records",
"status": "pending",
... (truncated)