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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-03-15hitDocumented red-team finding: AI agent provides bioweapon recipeHow: Government or major lab publicly documents AI chatbot/agent providing material bioweapon synthesis assistance with weather/target detailSource: 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.
- 2025-12-15hitFrontier Model Forum publishes capability assessments frameworkHow: FMF or Frontier AI Safety Commitments signatory publishes formal capability-assessment framework for CBRN risksSource: https://www.frontiermodelforum.org/technical-reports/frontier-capability-assessments/conf 95%Notes: HIT — Frontier Capability Assessments published, covering CBRN.
- 2026-03-15hitTIME publishes warning on AI WMD security gapHow: Tier-1 outlet publishes feature on AI bioweapon/CBRN uplift risk and policy gapSource: 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.
- 2026-02-14hitKing's College study: AI escalates to nuclear signaling in 95% of crisesHow: Peer-reviewed study published showing frontier model proclivity to nuclear signaling under crisis simulationSource: 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.
- 2026-12-31pendingEnd-of-2026 milestone: AI agent demonstrably enables 'any virus' designHow: 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?
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Evidence chain
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 | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.600 | -0.088 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.600 | 0.050 | -0.076 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.600 | 0.050 | -0.075 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.600 | -0.060 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.050 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | -0.031 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | -0.018 |
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | +0.013 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | -0.010 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | -0.004 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| 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_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.699 | manifold | When will we see terrorism against AI? | — | mentions | pending | 2026-04-27 |
| 0.658 | manifold | Will a Hantavirus Vaccine be created in 2026? [Polymarket] | 9% | mentions | pending | 2026-05-08 |
| 0.652 | polymarket | Will the US strike 6 countries in 2026? | 0% | mentions | pending | 2025-11-12 |
| 0.651 | manifold | Will Ben Yan experience AI psychosis in 2026? | 60% | mentions | pending | 2026-04-24 |
| 0.648 | polymarket | Will the US strike 8 countries in 2026? | 13% | mentions | pending | 2025-11-12 |
| 0.643 | manifold | will there be a major linux virus in 2026? | 16% | mentions | pending | 2026-05-16 |
| 0.627 | manifold | Will Hantavirus become a pandemic in 2026? | 4% | mentions | pending | 2026-05-17 |
| 0.624 | manifold | What will happen related to the Hantavirus in 2026? | — | mentions | pending | 2026-05-07 |
| 0.613 | polymarket | US-Iran nuclear deal before 2027? | 55% | mentions | pending | 2025-11-04 |
| 0.612 | polymarket | Thailand strikes Cambodia by June 30, 2026? | 5% | mentions | pending | 2025-12-29 |
Raw metadata
{
"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)