← Cockpit
235_039predictionGeopoliticsAI-timing

AI will enter government through procurement, defense, health, infrastructure benefits, overwhelming immune system.

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

Prior probability
50.0%
Current probability
42.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

AI will enter government through procurement, defense, health, infrastructure benefits, overwhelming immune system. | you will not get these benefits top down because it's too hard to get this into this model. Uh but however, it's going to enter through procurement, defense, health, infrastructure benefits. Um you'll get incremental adoption. For example, we talked about the AI doctor. People are just going to start using an app. the the immune system will try and attack it, but over time it'll get overwhelmed and we'll get so much benefit from these little edge use cases that it'll force transformation from the center.

Verbatim quote

From episode "Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235"
you will not get these benefits top down because it's too hard to get this into this model. Uh but however, it's going to enter through procurement, defense, health, infrastructure benefits. Um you'll get incremental adoption. For example, we talked about the AI doctor. People are just going to start using an app. the the immune system will try and attack it, but over time it'll get overwhelmed and we'll get so much benefit from these little edge use cases that it'll force transformation from the center.

Predictor: Salim Ismail

κ + Brier as of 2026-05-22
κ (discount)
0.643
Brier
0.0144
excellent
Hits / Misses
1 / 0
of 2 resolved
Hit rate
50.0%
Calibration plot (stated vs observed)

Evidence about this node from Salim Ismail 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: 5 fired ✓ · 5 pending
  1. 2026-06-01 → 2026-12-31pendingGSA AI clause GSAR 552.239-7001 finalized and adopted into MAS contracts
    How: GSA publishes final rule of GSAR 552.239-7001 'Basic Safeguarding of AI Systems' incorporated into MAS Schedule contracts; binding on all federal AI procurement
    Source: GSA draft published Mar 6 2026, public comment closed Apr 3 2026; adoption is leading signalconf 85%
  2. 2026-06-01 → 2028-06-30pendingUSAi (federal common AI environment) reaches >=20 federal agency users
    How: GSA USAi platform reports >=20 federal agencies using common AI environment for production workloads; FedRAMP 20x Low authorizations >=10 vendors
    Source: GSA reports first 3 AI Prioritization FedRAMP 20x Low authorizations in Jan 2026conf 70%
  3. 2026-09-01 → 2028-06-30pendingDoD/VA/HHS combined AI-related contract obligations exceed $20B/year
    How: USAspending.gov or GAO data shows DoD + VA + HHS + DHS combined AI/ML contract obligations exceed $20B/year fiscal 2027; current ~$5-8B baseline
    Source: GAO reviewed 13 AI acquisitions across DoD, DHS, GSA, VA in 2025-2026; growth trajectory observableconf 65%
  4. 2026-12-01 → 2028-06-30pendingFDA approves first AI-as-medical-device for autonomous diagnostic use without clinician sign-off
    How: FDA grants De Novo or PMA approval to AI/ML-as-medical-device authorized for autonomous use (no clinician oversight required for diagnosis) per FDA SaMD framework update
    Source: Salim's 'AI doctor app' framing — bottom-up adoption through health channelconf 40%
    Notes: FDA AI/ML SaMD framework evolving; autonomous-mode approval is high bar.
  5. 2026-12-01 → 2028-06-30pendingVeterans Affairs AI claims/benefits processing achieves >=50% automation rate
    How: VA Office of Inspector General report or VA-released metrics show >=50% of veteran benefit claims processed via AI automation with documented accuracy/throughput vs human baseline
    Source: Salim's 'infrastructure benefits' channel; VA is canonical benefit-processing testbedconf 45%
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 43.4% → 42.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-03T02:00:01Z43.4%-1.4pp
Network propagation: 44.8% → 43.4%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.046
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.5000.050-0.043
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
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.056
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.050
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050-0.042
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050-0.029
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.028

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
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
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.600manifoldWill the hantavirus pandemic market on manifold be used in governments to initiate drastic action against hantavirus?3%mentionspending2026-05-15

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": "you will not get these benefits top down because it's too hard to get this into this model. it's going to enter through procurement, defense, health, infrastructure benefits. People are just going to start using an app. the immune system will try and attack it, but over time it'll get overwhelmed and we'll get so much benefit from these little edge use cases that it'll force transformation from the center.",
  "to_year": 2030,
  "verbatim": "you will not get these benefits top down because it's too hard to get this into this model. Uh but however, it's going to enter through procurement, defense, health, infrastructure benefits. Um you'll get incremental adoption. For example, we talked about the AI doctor. People are just going to start using an app. the the immune system will try and attack it, but over time it'll get overwhelmed and we'll get so much benefit from these little edge use cases that it'll force transformation from the center.",
  "conv_cues": "going to",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "over time",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "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": -10,
      "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": -9,
      "source_id": "SEM_008",
      "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": -8,
      "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": -7,
      "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,
      "ordinal": -6,
      "source_id": "235_038",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "GSA AI clause GSAR 552.239-7001 finalized and adopted into MAS contracts",
      "source": "GSA draft published Mar 6 2026, public comment closed Apr 3 2026; adoption is leading signal",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.gsa.gov/blog/2025/12/31/ai-in-action-how-gsa-is-transforming-federal-services",
      "expected_date": "2026-09-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "GSA publishes final rule of GSAR 552.239-7001 'Basic Safeguarding of AI Systems' incorporated into MAS Schedule contracts; binding on all federal AI procurement"
    },
    {
      "kind": "llm_pre_event",
      "label": "USAi (federal common AI environment) reaches >=20 federal agency users",
      "source": "GSA reports first 3 AI Prioritization FedRAMP 20x Low authorizations in Jan 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": 
... (truncated)