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241_004predictionAIAI-timing

AI progress is not stoppable or controllable by any government, individual, or corporation

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

Prior probability
92.0%
Current probability
74.3%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
hit
Window
2026-06-01 – 2026-06-30
Edges in / out
10 / 5
Tickers exposed
33

Prediction text

AI progress is not stoppable or controllable by any government, individual, or corporation | if we stop today, which we're not and it's not stoppable or controllable by any government or any single individual or corporation | OpenAI DC workshop grants

Key catalyst: OpenAI DC workshop grants

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
if we stop today, which we're not and it's not stoppable or controllable by any government or any single individual or corporation

Resolution evidence

Status: hit

AI progress unstoppable/uncontrollable — consistent with geopolitical reality.

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

6 prob_history rows
0%25%50%75%100%prior 92%2026-04-292026-05-032026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 74.3%

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.
No leading signals identified yet.

No upstream prereqs identified — milestones are derived from window quartiles only.

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: 74%)

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
LBP2026-05-17T02:00:01Z74.3%-1.7pp
Network propagation: 76.0% → 74.3%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z76.0%-2.9pp
Network propagation: 78.9% → 76.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z78.9%-4.3pp
Network propagation: 83.2% → 78.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z83.2%-4.0pp
Network propagation: 87.2% → 83.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z87.2%-4.8pp
Network propagation: 92.0% → 87.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
resolution_terminal2026-04-29T22:23:17Z100.0%+16.8pp
resolution_terminal hit outcome=1.0 pre_resolution=0.832
Raw metadata
{
  "source": "backfill_resolution_history.py",
  "status": "hit",
  "bayesian_v2": false,
  "outcome_prob": 1,
  "evidence_kind": "resolution_terminal",
  "posterior_prob": 1,
  "delta_to_outcome": 0.16783000000000003,
  "inside_posterior": 0.83217,
  "validation_notes": "AI progress unstoppable/uncontrollable — consistent with geopolitical reality.",
  "validation_status": "hit",
  "pre_resolution_prob": 0.83217,
  "resolution_evidence": "AI progress unstoppable/uncontrollable — consistent with geopolitical reality.",
  "does_not_update_current_prob": true
}

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%0.9200.050-0.115
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.920+0.090
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.9200.050-0.059
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.9200.050-0.047
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.920+0.047

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.172
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.171
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050+0.131
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050+0.114
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050+0.103

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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
correlateS_NO_AI_PAUSE_5YNo major AI pause through 2031ai_regulatory_pause
correlateS_AI_PAUSE_2027AI pause beginning 2027ai_regulatory_pause
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

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29hitthesis_timeline_v1.0_importAI progress unstoppable/uncontrollable — consistent with geopolitical reality.

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.530polymarketKharg Island no longer under Iranian control by May 31?0%mentionspending2026-03-24
0.527polymarketKharg Island no longer under Iranian control by June 30?3%mentionspending2026-03-24
0.526polymarketKharg Island no longer under Iranian control by April 30?0%mentionspending2026-03-16

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "THESIS",
  "role": "Guest-CEO",
  "context": "it's not stoppable or controllable by any government or any single individual or corporation",
  "to_year": 2026,
  "verbatim": "if we stop today, which we're not and it's not stoppable or controllable by any government or any single individual or corporation",
  "conv_cues": "not stoppable; not controllable",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "present/ongoing",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "event",
      "label": "AI progress is not stoppable or controllable by any government, individual, or corporation",
      "status": "hit",
      "weight": 1,
      "ordinal": 0,
      "source_id": "241_004",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "cascade",
      "label": "Math is cooked (will be solved), physics cooked, biology char broiled.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": 1,
      "source_id": "231_013",
      "expected_date": "2027-06-26",
      "observed_date": null
    },
    {
      "kind": "cascade",
      "label": "We're exiting the industrial age permanently as recursive self-improvement unfolds.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": 2,
      "source_id": "232_055",
      "expected_date": "2028-06-25",
      "observed_date": null
    },
    {
      "kind": "cascade",
      "label": "By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": 3,
      "source_id": "CMQ_002",
      "expected_date": "2028-09-07",
      "observed_date": null
    },
    {
      "kind": "cascade",
      "label": "Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": 4,
      "source_id": "235_030",
      "expected_date": "2033-07-30",
      "observed_date": null
    },
    {
      "kind": "cascade",
      "label": "ASI will arrive within 2 years to 5 years to this next decade",
      "status": "pending",
      "weight": 0.5,
      "ordinal": 5,
      "source_id": "241_043",
      "expected_date": "2033-08-10",
      "observed_date": null
    }
  ],
  "repeat_eps": 1,
  "affiliation": "former Google CEO",
  "attribution": "FIRST_PERSON",
  "episode_num": 241,
  "granularity": "VAGUE",
  "resolved_at": "2026-04-29T22:23:17.604048+00:00",
  "source_refs": "openai.com/industrial-policy-for-the-intelligence-age; AI Futurists",
  "target_date": "2026-06-15",
  "display_date": "2026-04-29",
  "episode_date": "2026-03-24",
  "key_catalyst": "OpenAI DC workshop grants",
  "parse_method": "VAGUE midpoint 2026-2026",
  "domain_bucket": "AI",
  "episode_title": "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage",
  "fault_line_id": "F001, F002, F003",
  "flag_repeated": false,
  "in_5yr_window": true,
  "appears_in_eps": "241",
  "consensus_size": 16,
  "futurist_phase": "Phase 1 (May 2026)",
  "is_macro_claim": false,
  "total_mentions": 1,
  "priority_weight": 4,
  "ps_cluster_tags": [
    "C2",
    "C3",
    "C5"
  ],
  "report_evidence": "CONFIRMED: Eric Schmidt — AI progress not stoppable by any gov/corp. OpenAI convened DC workshop May 2026 for 'Industrial Policy for the Intelligence Age' — de facto acceptance that institutions must adapt, not pause.",
  "active_end_month": "2026-06",
  "cluster_avg_grade": 4.38,
  "months_from_today": 2,
  "probability_layer": "Higher (realized)",
  "repeat_cluster_id": "C002",
  "active_start_month": "2026-06",
  "flag_nia_bracketed": false,
  "resolved_at_source": "validations_observed_at",
  "track_record_grade": "B+",
  "track_record_notes": "Reliable on geopolitical/tech landscape framing. Not a sharp timeline forecaster but his 'US vs China AI race' and energy bottlene
... (truncated)