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241_005predictionAIAI-scaling

2026 is the year of agents - agents will take over everything this year

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

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-08-31
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

2026 is the year of agents - agents will take over everything this year | this is the year of agents, which we can discuss why agents will take over everything this year. During this year the scaling of the use of agents and reasoning will sort of grow at this enormous rate

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
this is the year of agents, which we can discuss why agents will take over everything this year. During this year the scaling of the use of agents and reasoning will sort of grow at this enormous rate

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

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: 9 fired ✓
  1. 2026-02-24hitAnthropic ships 10 enterprise agent plugins for Claude (Feb 24 2026)
    How: Anthropic launches 10 enterprise agent plugins covering finance, engineering, and design workflows
    Source: Arcade Dev — State of AI Agents 2026: 5 Enterprise Trendsconf 93%
  2. 2026-03-01hitMCP donated to Linux Foundation; Agentic AI Foundation launched (Anthropic + OpenAI + Block)
    How: Anthropic donates Model Context Protocol to Linux Foundation; co-founds Agentic AI Foundation with OpenAI and Block
    Source: AI Log — Why Anthropic Gave MCP to the Linux Foundationconf 95%
    Notes: HIT — Industry-standard agent infra signals 'year of agents' framework being institutionalized.
  3. 2026-03-15hitReal-world deployment lag: only 17% have deployed AI agents (2026 Gartner CIO survey)
    How: Gartner CIO/Tech Executive Survey 2026 shows only ~17% of orgs have deployed AI agents; 60%+ plan within 2 years
    Source: Gartner 2026 CIO Survey (via Lasting Dynamics summary)conf 92%
    Notes: HIT (negative for 'take over everything') — actual deployment is 17%, far below 'take over everything' framing. Schmidt's claim is aspirational; metric supports 'breakthrough year' but not full takeover.
  4. 2026-03-15hitAnthropic publishes 2026 Agentic Coding Trends Report
    How: Anthropic publishes formal 2026 Agentic Coding Trends Report documenting agent adoption metrics
    Source: Anthropic — 2026 Agentic Coding Trends Reportconf 99%
    Notes: HIT — Report published; agentic coding adoption documented at scale.
  5. 2026-02-15hitGartner forecasts 40% of enterprise apps will include AI agents by EOY 2026
    How: Gartner publishes 2026 Hype Cycle or research note projecting 40% enterprise-app AI agent inclusion by year-end
    Source: Gartner — 2026 Hype Cycle for Agentic AI; Joget summaryconf 95%
    Notes: HIT — Gartner: 40% by EOY 2026 vs <5% in 2025. Multi-agent system inquiries +1,445% Q1 2024 to Q2 2025.
  6. 2026-09-01 → 2027-06-30pendingMulti-agent system production deployments cross 50% of Fortune 500
    How: >=250 Fortune 500 firms publicly disclose production multi-agent deployments
    Source: Forrester / Gartner researchconf 40%
    Notes: Cascade — required for 'take over everything' to materialize at enterprise scale.

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
0.612manifoldEbola pandemic in 2026?6%mentionspending2026-05-19
0.607manifoldWhat will happen related to the Hantavirus in 2026?mentionspending2026-05-07
0.602manifoldWill I attend Manifest 2026?25%mentionspending2026-05-07
0.598polymarketWill the Los Angeles Angels win the 2026 World Series?1%mentionspending2026-01-21
0.594manifoldWill Hantavirus become a pandemic in 2026?4%mentionspending2026-05-17
0.593polymarketWill Australia win the 2026 FIFA World Cup?0%mentionspending2025-07-02
0.592polymarketWill the San Francisco Giants win the 2026 World Series?0%mentionspending2026-01-21
0.589polymarketWill England win the 2026 FIFA World Cup?11%mentionspending2025-07-02
0.588polymarketWill the Washington Nationals win the 2026 World Series?1%mentionspending2026-01-21
0.588polymarketWill the St. Louis Cardinals win the 2026 World Series?1%mentionspending2026-01-21

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "caveats": "attributed to San Francisco consensus",
  "context": "this is the year of agents... agents will take over everything this year",
  "to_year": 2026,
  "cited_by": "Eric Schmidt",
  "verbatim": "this is the year of agents, which we can discuss why agents will take over everything this year. During this year the scaling of the use of agents and reasoning will sort of grow at this enormous rate",
  "conv_cues": "everyone in San Francisco believes this",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Anthropic ships 10 enterprise agent plugins for Claude (Feb 24 2026)",
      "source": "Arcade Dev — State of AI Agents 2026: 5 Enterprise Trends",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.93,
      "source_url": "https://www.arcade.dev/blog/5-takeaways-2026-state-of-ai-agents-claude/",
      "expected_date": "2026-02-24",
      "observed_date": "2026-02-24",
      "research_origin": "deep_research",
      "measurement_criterion": "Anthropic launches 10 enterprise agent plugins covering finance, engineering, and design workflows"
    },
    {
      "kind": "llm_pre_event",
      "label": "MCP donated to Linux Foundation; Agentic AI Foundation launched (Anthropic + OpenAI + Block)",
      "notes": "HIT — Industry-standard agent infra signals 'year of agents' framework being institutionalized.",
      "source": "AI Log — Why Anthropic Gave MCP to the Linux Foundation",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://ailog.page/why-anthropic-gave-mcp-to-the-linux-foundation-and-what-it-means-for-ai/",
      "expected_date": "2026-03-01",
      "observed_date": "2026-03-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-04-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Anthropic donates Model Context Protocol to Linux Foundation; co-founds Agentic AI Foundation with OpenAI and Block"
    },
    {
      "kind": "llm_pre_event",
      "label": "Real-world deployment lag: only 17% have deployed AI agents (2026 Gartner CIO survey)",
      "notes": "HIT (negative for 'take over everything') — actual deployment is 17%, far below 'take over everything' framing. Schmidt's claim is aspirational; metric supports 'breakthrough year' but not full takeover.",
      "source": "Gartner 2026 CIO Survey (via Lasting Dynamics summary)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.92,
      "source_url": "https://www.lastingdynamics.com/blog/ai-agents-enterprise-applications-2026/",
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Gartner CIO/Tech Executive Survey 2026 shows only ~17% of orgs have deployed AI agents; 60%+ plan within 2 years"
    },
    {
      "kind": "llm_pre_event",
      "label": "Anthropic publishes 2026 Agentic Coding Trends Report",
      "notes": "HIT — Report published; agentic coding adoption documented at scale.",
      "source": "Anthropic — 2026 Agentic Coding Trends Report",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://resources.anthropic.com/hubfs/2026%20Agentic%20Coding%20Trends%20Report.pdf",
      "expected_date": "2026-04-01",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "Anthropic publishes formal 2026 Agentic Coding 
... (truncated)