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235_006predictionAIAI-scaling

By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent.

Predictor: Dave Blundin · ep#235 "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235" · source

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-09-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

By end of 2026 AI will enable creating any virus or nuclear weapon via AI agent. | So there's a window of time where the power of AI that percolates out to every country in the world is going to be ridiculous by the end of this year. You know, create any virus you want, create any nuclear weapon you want just working with your AI agent.

Verbatim quote

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
So there's a window of time where the power of AI that percolates out to every country in the world is going to be ridiculous by the end of this year. You know, create any virus you want, create any nuclear weapon you want just working with your AI agent.

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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 ✓
  1. 2026-03-15hitDocumented red-team finding: AI agent provides bioweapon recipe
    How: Government or major lab publicly documents AI chatbot/agent providing material bioweapon synthesis assistance with weather/target detail
    Source: https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/conf 85%
    Notes: HIT — TIME piece reports AI chatbot providing detailed lethal-bioweapon recipe info.
  2. 2025-12-15hitFrontier Model Forum publishes capability assessments framework
    How: FMF or Frontier AI Safety Commitments signatory publishes formal capability-assessment framework for CBRN risks
    Source: https://www.frontiermodelforum.org/technical-reports/frontier-capability-assessments/conf 95%
    Notes: HIT — Frontier Capability Assessments published, covering CBRN.
  3. 2026-03-15hitTIME publishes warning on AI WMD security gap
    How: Tier-1 outlet publishes feature on AI bioweapon/CBRN uplift risk and policy gap
    Source: https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/conf 90%
    Notes: HIT — TIME magazine published 'The Weapons of Mass Destruction AI Security Gap' covering CBRN uplift.
  4. 2026-02-14hitKing's College study: AI escalates to nuclear signaling in 95% of crises
    How: Peer-reviewed study published showing frontier model proclivity to nuclear signaling under crisis simulation
    Source: https://www.kcl.ac.uk/news/artificial-intelligence-under-nuclear-pressure-first-large-scale-kings-study-reveals-how-ai-models-reason-and-escalate-under-crisisconf 95%
    Notes: HIT — King's College arxiv 2602.14740 documents this finding.
  5. 2026-12-31pendingEnd-of-2026 milestone: AI agent demonstrably enables 'any virus' design
    How: Documented controlled-test demonstration of frontier AI agent designing a novel pathogen meeting Blundin's 'create any virus' criterion (with safety-mediated outputs)
    Source: Government red-team reports, Anthropic/OpenAI safety papersconf 40%
    Notes: Cascade — Blundin's window ends 2026-09-30; capability uplift exists but full prediction remains aggressive. 'Nuclear weapon' branch unlikely to fire by date.

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.031
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.018
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.013
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.010
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.004

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
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_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.699manifoldWhen will we see terrorism against AI?mentionspending2026-04-27
0.658manifoldWill a Hantavirus Vaccine be created in 2026? [Polymarket]9%mentionspending2026-05-08
0.652polymarketWill the US strike 6 countries in 2026?0%mentionspending2025-11-12
0.651manifoldWill Ben Yan experience AI psychosis in 2026?60%mentionspending2026-04-24
0.648polymarketWill the US strike 8 countries in 2026?13%mentionspending2025-11-12
0.643manifoldwill there be a major linux virus in 2026?16%mentionspending2026-05-16
0.627manifoldWill Hantavirus become a pandemic in 2026?4%mentionspending2026-05-17
0.624manifoldWhat will happen related to the Hantavirus in 2026?mentionspending2026-05-07
0.613polymarketUS-Iran nuclear deal before 2027?55%mentionspending2025-11-04
0.612polymarketThailand strikes Cambodia by June 30, 2026?5%mentionspending2025-12-29

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "So there's a window of time where the power of AI that percolates out to every country in the world is going to be ridiculous by the end of this year. You know, create any virus you want, create any nuclear weapon you want just working with your AI agent. So there's a window where we can start thinking about regulations that register the AI use cases and agents and chips and processing before chaos breaks out.",
  "to_year": 2026,
  "verbatim": "So there's a window of time where the power of AI that percolates out to every country in the world is going to be ridiculous by the end of this year. You know, create any virus you want, create any nuclear weapon you want just working with your AI agent.",
  "conv_cues": "going to be ridiculous",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "end of 2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Documented red-team finding: AI agent provides bioweapon recipe",
      "notes": "HIT — TIME piece reports AI chatbot providing detailed lethal-bioweapon recipe info.",
      "source": "https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/",
      "expected_date": "2025-08-31",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2025-01-01"
      },
      "measurement_criterion": "Government or major lab publicly documents AI chatbot/agent providing material bioweapon synthesis assistance with weather/target detail"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier Model Forum publishes capability assessments framework",
      "notes": "HIT — Frontier Capability Assessments published, covering CBRN.",
      "source": "https://www.frontiermodelforum.org/technical-reports/frontier-capability-assessments/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.frontiermodelforum.org/technical-reports/frontier-capability-assessments/",
      "expected_date": "2025-12-15",
      "observed_date": "2025-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2025-06-01"
      },
      "measurement_criterion": "FMF or Frontier AI Safety Commitments signatory publishes formal capability-assessment framework for CBRN risks"
    },
    {
      "kind": "llm_pre_event",
      "label": "TIME publishes warning on AI WMD security gap",
      "notes": "HIT — TIME magazine published 'The Weapons of Mass Destruction AI Security Gap' covering CBRN uplift.",
      "source": "https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://time.com/7373405/weapons-of-mass-destruction-ai-security-gap/",
      "expected_date": "2025-12-30",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2025-09-01"
      },
      "measurement_criterion": "Tier-1 outlet publishes feature on AI bioweapon/CBRN uplift risk and policy gap"
    },
    {
      "kind": "llm_pre_event",
      "label": "King's College study: AI escalates to nuclear signaling in 95% of crises",
      "notes": "HIT — King's College arxiv 2602.14740 documents this finding.",
      "source": "https://www.kcl.ac.uk/news/artificial-intelligence-under-nuclear-pressure-first-large-scale-kings-study-reveals-how-ai-mo
... (truncated)