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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 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 workflowsSource: Arcade Dev — State of AI Agents 2026: 5 Enterprise Trendsconf 93%
- 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 BlockSource: AI Log — Why Anthropic Gave MCP to the Linux Foundationconf 95%Notes: HIT — Industry-standard agent infra signals 'year of agents' framework being institutionalized.
- 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 yearsSource: 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.
- 2026-03-15hitAnthropic publishes 2026 Agentic Coding Trends ReportHow: Anthropic publishes formal 2026 Agentic Coding Trends Report documenting agent adoption metricsSource: Anthropic — 2026 Agentic Coding Trends Reportconf 99%Notes: HIT — Report published; agentic coding adoption documented at scale.
- 2026-02-15hitGartner forecasts 40% of enterprise apps will include AI agents by EOY 2026How: Gartner publishes 2026 Hype Cycle or research note projecting 40% enterprise-app AI agent inclusion by year-endSource: 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.
- 2026-09-01 → 2027-06-30pendingMulti-agent system production deployments cross 50% of Fortune 500How: >=250 Fortune 500 firms publicly disclose production multi-agent deploymentsSource: Forrester / Gartner researchconf 40%Notes: Cascade — required for 'take over everything' to materialize at enterprise scale.
What if this resolves?
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
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 |
|---|---|---|---|---|---|---|
| 0.612 | manifold | Ebola pandemic in 2026? | 6% | mentions | pending | 2026-05-19 |
| 0.607 | manifold | What will happen related to the Hantavirus in 2026? | — | mentions | pending | 2026-05-07 |
| 0.602 | manifold | Will I attend Manifest 2026? | 25% | mentions | pending | 2026-05-07 |
| 0.598 | polymarket | Will the Los Angeles Angels win the 2026 World Series? | 1% | mentions | pending | 2026-01-21 |
| 0.594 | manifold | Will Hantavirus become a pandemic in 2026? | 4% | mentions | pending | 2026-05-17 |
| 0.593 | polymarket | Will Australia win the 2026 FIFA World Cup? | 0% | mentions | pending | 2025-07-02 |
| 0.592 | polymarket | Will the San Francisco Giants win the 2026 World Series? | 0% | mentions | pending | 2026-01-21 |
| 0.589 | polymarket | Will England win the 2026 FIFA World Cup? | 11% | mentions | pending | 2025-07-02 |
| 0.588 | polymarket | Will the Washington Nationals win the 2026 World Series? | 1% | mentions | pending | 2026-01-21 |
| 0.588 | polymarket | Will the St. Louis Cardinals win the 2026 World Series? | 1% | mentions | pending | 2026-01-21 |
Raw metadata
{
"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)