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241_003predictionAIAI-scaling

Human-like computer agents NOT achievable within a year or two - science doesn't exist yet

Predictor: Eric Schmidt · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · source

Prior probability
60.0%
Current probability
47.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2027-01-01 – 2028-08-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

Human-like computer agents NOT achievable within a year or two - science doesn't exist yet | it's easy to convince yourself that you're going to have human agents sorry, computer agents that are human-like completely within a year or two. We don't have the science for that yet

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
it's easy to convince yourself that you're going to have human agents sorry, computer agents that are human-like completely within a year or two. We don't have the science for that yet

Predictor: Eric Schmidt

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0064
excellent
Hits / Misses
3 / 0
of 3 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Eric Schmidt 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

3 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-04-302026-05-02
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 47.5%

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: 5 fired ✓ · 1 overdue ⏱ · 4 pending
  1. 2025-04-15overdueSchmidt's 'science doesn't exist yet' claim disputed by 'million programmer' rhetoric
    How: Schmidt publicly says 'most programmers replaced within a year' or similar, contradicting his own 'no human-like agents within a year or two' claim
    Source: https://san.com/cc/former-google-ceo-predicts-ai-will-replace-most-programmers-in-a-year/conf 85%
    Notes: Schmidt himself has been internally inconsistent on agent timelines; this prediction frames the conservative side.
  2. 2026-01-01 → 2026-12-31pendingOpenAI/Anthropic/Google ship long-horizon agent benchmarks (multi-hour tasks)
    How: At least one frontier lab publishes evals where a single agent completes 4+ hour expert workflow end-to-end with >70% success rate on novel tasks
    Source: Anthropic / OpenAI / DeepMind public evals; SWE-bench Verified; METR Long-tasksconf 70%
  3. 2026-04-30 → 2027-04-30pendingSchmidt softens timeline within 12 months of 2026 statement
    How: Schmidt publicly revises 'science doesn't exist' claim, citing new architecture (continuous learning, persistent memory, RL-from-tool-use) that fills the gap
    Source: Future Schmidt interviews / op-edsconf 50%
  4. 2026-06-01 → 2027-12-31pendingFrontier labs ship continuous-learning / online-update agent capability
    How: Major lab releases agent that updates weights or persistent memory mid-session and demonstrates capability gain across days/weeks of operation
    Source: Anthropic / OpenAI / DeepMind release notesconf 55%
    Notes: Schmidt's 'science doesn't exist yet' implicitly points to lack of continuous-learning architectures.
  5. 2027-01-01 → 2028-08-31pendingAgent reliability on multi-step tasks crosses 80% on standardized benchmark
    How: Public benchmark (e.g., GAIA, AgentBench, OSWorld) shows top model >80% success on long-horizon multi-tool tasks — a marker for human-like reliability
    Source: GAIA benchmark, AgentBench, OSWorld leaderboardsconf 55%

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: 47%)

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
metadata_milestone_miss_sweep2026-05-02T22:07:21Z47.5%-5.9pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.475 blend=0.475 LLR=-0.237 κ=0.69 no_blend
Raw metadata
{
  "trf": 1,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Eric Schmidt",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.13528433116554017,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5337695946560764,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.584375,
      "label": "Schmidt's 'science doesn't exist yet' claim disputed by 'million programmer' rhetoric",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.85,
      "source_url": "https://san.com/cc/former-google-ceo-predicts-ai-will-replace-most-programmers-in-a-year/",
      "adjusted_llr": -0.23694367255070856,
      "expected_date": "2025-04-15",
      "measurement_criterion": "Schmidt publicly says 'most programmers replaced within a year' or similar, contradicting his own 'no human-like agents within a year or two' claim"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.474607029782922,
  "posterior_logit": -0.10165934138516838,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.474607029782922,
  "blended_posterior": 0.474607029782922,
  "reference_class_id": null,
  "total_adjusted_llr": -0.23694367255070856,
  "predictor_n_resolved": 3
}
LBP2026-04-30T16:39:51Z53.4%-2.9pp
Network propagation: 56.2% → 53.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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
killerTK03
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10.0%0.0500.600+0.070
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.600-0.067
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.600+0.059
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.055
prereqSEM_014
Nvidia's Arizona-based TSMC factory successfully fabricated Jensen Huang
86.1%0.6000.050+0.044

Top outgoing (children)

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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_029Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI training.Semis/Products
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
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

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.720arxivAIs and Humans with Agencymentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "people are working on it",
  "context": "it's easy to convince yourself that you're going to have human agents... within a year or two. We don't have the science for that yet",
  "to_year": 2028,
  "verbatim": "it's easy to convince yourself that you're going to have human agents sorry, computer agents that are human-like completely within a year or two. We don't have the science for that yet",
  "conv_cues": "we don't have the science",
  "direction": "NOT_HAPPEN",
  "from_year": 2027,
  "timeframe": "within 1-2 years from 2026-03-24",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Schmidt's 'science doesn't exist yet' claim disputed by 'million programmer' rhetoric",
      "notes": "Schmidt himself has been internally inconsistent on agent timelines; this prediction frames the conservative side.",
      "source": "https://san.com/cc/former-google-ceo-predicts-ai-will-replace-most-programmers-in-a-year/",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://san.com/cc/former-google-ceo-predicts-ai-will-replace-most-programmers-in-a-year/",
      "expected_date": "2025-04-15",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Schmidt publicly says 'most programmers replaced within a year' or similar, contradicting his own 'no human-like agents within a year or two' claim"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberate architectural concession for larger AI ",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_029",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "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": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "OpenAI/Anthropic/Google ship long-horizon agent benchmarks (multi-hour tasks)",
      "source": "Anthropic / OpenAI / DeepMind public evals; SWE-bench Verified; METR Long-tasks",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-12-31",
        "fr
... (truncated)