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234_050predictionAIAI-timing

Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities

Predictor: Alex Wissner-Gross · ep#234 "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced" · source

Prior probability
50.0%
Current probability
42.3%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
12 / 5
Tickers exposed
33

Prediction text

Open-source maintainers will be overwhelmed by AI-discovered software vulnerabilities | It's more often than not some poor, starving open-source project maintainer that's suddenly getting flooded with reports of vulnerabilities in their software project.

Verbatim quote

From episode "Anthropic vs. The Pentagon, Claude Outpaces ChatGPT, and Consulting Gets Replaced"
It's more often than not some poor, starving open-source project maintainer that's suddenly getting flooded with reports of vulnerabilities in their software project.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross 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 50%2026-04-302026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.3%

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: 7 fired ✓
  1. 2025-12-31hitcurl maintainer shuts down bug bounty due to AI slop reports
    How: Daniel Stenberg or curl project officially closes bug bounty program citing AI-generated low-quality reports
    Source: https://www.axios.com/2026/03/10/ai-agents-spam-the-volunteers-securing-open-source-softwareconf 95%
    Notes: HIT — Stenberg confirmed <5% of 2025 reports legitimate; bounty paused.
  2. 2026-04-11hitAnthropic Opus 4.6+ discloses 500+ zero-days in OSS libraries
    How: Anthropic confirms autonomous AI agent discovered 500+ confirmed zero-day vulnerabilities in open-source codebases
    Source: https://www.npr.org/2026/04/11/nx-s1-5778508/anthropic-project-glasswing-ai-cybersecurity-mythos-previewconf 95%
    Notes: HIT — confirmed via NPR/Anthropic Project Glasswing reporting.
  3. 2026-06-30pendingOSSF/CNCF publishes formal AI-SLOP best practices for OSS maintainers
    How: Open Source Security Foundation or CNCF publishes official guidance document for maintainers handling AI-generated vulnerability reports
    Source: https://github.com/ossf/wg-vulnerability-disclosures/issues/178conf 70%
  4. 2026-06-01 → 2027-06-30pendingOpen source vulnerabilities exceed 1,000 per codebase average
    How: Black Duck/Synopsys or equivalent annual report shows average vulnerabilities-per-codebase doubles again from 581 baseline
    Source: https://www.opensourceforu.com/2026/03/ai-generated-threats-push-open-source-security-to-breaking-point/conf 55%
  5. 2026-06-01 → 2027-12-31pendingMajor OSS project (Linux kernel/OpenSSL/Python) declares maintainer crisis
    How: Top-100 OSS project maintainer publicly announces inability to triage AI-generated reports and pauses or restricts contributions
    Source: GitHub, project mailing lists, Linux Foundation blogconf 65%

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: 42%)

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
LBP2026-05-17T02:00:01Z42.3%-1.0pp
Network propagation: 43.3% → 42.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z43.3%-1.4pp
Network propagation: 44.8% → 43.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z44.8%-2.1pp
Network propagation: 46.9% → 44.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.9%-3.1pp
Network propagation: 50.0% → 46.9%
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%0.5000.050-0.074
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.045
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.032
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.031

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.066
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.058
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.055
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.050
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.033

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (12)

Predictions that must hit first
TypePredTitleDomainLag
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
correlateS_AGI_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_general_capability
correlateS_AGI_SLOW_2031AGI slow: Schmidt/Hassabis 5-10 year pathagi_general_capability
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
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

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=dmtvGKuRE64",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "There's a national vulnerability database that's maintained in part by NIST where it's there's a standardized system, a standardized nomenclature for enumerating vulnerabilities that are discovered in software products. And they are getting this is public reporting, public information. They're getting overwhelmed by AI discoveries of software vulnerabilities.",
  "to_year": 2026,
  "verbatim": "It's more often than not some poor, starving open-source project maintainer that's suddenly getting flooded with reports of vulnerabilities in their software project.",
  "conv_cues": "getting overwhelmed",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "Ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "curl maintainer shuts down bug bounty due to AI slop reports",
      "notes": "HIT — Stenberg confirmed <5% of 2025 reports legitimate; bounty paused.",
      "source": "https://www.axios.com/2026/03/10/ai-agents-spam-the-volunteers-securing-open-source-software",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.axios.com/2026/03/10/ai-agents-spam-the-volunteers-securing-open-source-software",
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Daniel Stenberg or curl project officially closes bug bounty program citing AI-generated low-quality reports"
    },
    {
      "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": -6,
      "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": -5,
      "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": -4,
      "source_id": "234_012",
      "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": -3,
      "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": -2,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Anthropic Opus 4.6+ discloses 500+ zero-days in OSS libraries",
      "notes": "HIT — confirmed via NPR/Anthropic Project Glasswing reporting.",
      "source": "https://www.npr.org/2026/04/11/nx-s1-5778508/anthropic-project-glasswing-ai-cybersecurity-mythos-preview",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.npr.org/2026/04/11/nx-s1-5778508/anthropic-project-glasswing-ai-cybersecurity-mythos-preview",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-11",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic confirms autonomous AI agent discovered 500+ confir
... (truncated)