Super intelligence moment occurs within 2-3 years (San Francisco consensus)
Predictor: San Francisco AI community · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · source
Prediction text
Super intelligence moment occurs within 2-3 years (San Francisco consensus) | The belief in San Francisco is this occurs within two to three years
Verbatim quote
The belief in San Francisco is this occurs within two to three years
Resolution evidence
SF consensus '2028-2029' alignment with Schmidt, Amodei 'late 2026 or 2027', Altman 'during Trump term' (ends Jan 2029). All within ±2y of each other.
Predictor: San Francisco AI community
Evidence about this node from San Francisco AI community 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
- 2025-09-26hitSam Altman publicly forecasts >50% intellectual capacity in datacenters by 2028How: Sam Altman publicly states OpenAI is 'a couple of years' from early superintelligence or that majority of intellectual capacity moves to datacenters by 2028Source: https://fortune.com/2025/09/26/sam-altman-openai-ceo-superintelligence-technology/conf 95%Notes: HIT — Altman publicly stated by end of 2028 most of world's intellectual capacity could reside in datacenters. Direct SF-consensus signal.
- 2026-01-23hitDario Amodei reaffirms 2026-2027 superhuman-AI timeline at DavosHow: Dario Amodei publicly states AI-better-than-humans-at-everything is plausible within 2026-2027 timeframe at major venueSource: https://www.windowscentral.com/software-apps/anthropic-ceo-predicts-ai-will-surpass-human-smarts-by-2027conf 95%Notes: HIT — Amodei said at Davos: 'plausible 2026 or 2027 breakthrough... no ceiling below the level of humans.' Anchors the SF consensus claim.
- 2026-06-01 → 2027-12-31pendingFrontier model passes Humanity's Last Exam at >50% (frontier capability proxy)How: GPT-5, Claude 5, or Gemini 3+ scores >=50% on Humanity's Last Exam benchmark (current SOTA ~25-30%)Source: https://lastexam.ai/, OpenAI/Anthropic/Google model cardsconf 55%Notes: HLE is the strongest current benchmark for superhuman-tier reasoning. >50% would be canonical 'superintelligence-adjacent' signal.
- 2027-06-01 → 2029-06-30pendingOpenAI or Anthropic CEO declares ASI achieved by their organizationHow: Public statement from Altman/Amodei/Hassabis claiming superintelligent system has been achieved internallySource: OpenAI/Anthropic/DeepMind official communicationsconf 40%
- 2027-06-01 → 2029-12-31pendingAI replaces 10%+ of US white-collar professional roles measurablyHow: BLS data shows decline of 10%+ in software-engineering, paralegal, or analyst employment categories vs 2024 baselineSource: Bureau of Labor Statistics OES, Anthropic Economic Indexconf 45%
What if this resolves?
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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 |
|---|---|---|---|---|---|
| prereq | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.650 | 0.050 | -0.097 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.650 | 0.050 | -0.059 |
| prereq | 235_002 Anthropic will exceed OpenAI in revenue this year (2026). — Dave Blundin | 74.6% | 0.650 | 0.050 | -0.054 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.650 | 0.050 | -0.050 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.650 | +0.044 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | +0.033 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | +0.031 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | +0.016 |
| prereq | 247_035 Dario Amodei will solve most/all neurological diseases by en — Dario Amodei | 38.8% | 0.700 | 0.050 | +0.011 |
| prereq | 246_017 Europa Clipper will arrive at Jupiter in 2030, conducting 50 — Peter Diamandis | 37.7% | 0.650 | 0.050 | -0.005 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (9)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 235_002 | Anthropic will exceed OpenAI in revenue this year (2026). | AI | — |
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| correlate | S_ASI_MID_2034 | ASI mid: Schmidt 'ASI in 6 years' | asi_recursive_self_improvement | — |
| killer | TK14 | Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 247_035 | Dario Amodei will solve most/all neurological diseases by end of decade | Biotech/Longevity | — |
| prereq | 246_017 | Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa. | Space | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | SEM_034 | True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'. | AI/AGI | — |
Raw metadata
{
"nia": false,
"qty": "2-3 years",
"url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
"mode": "CITED_PREDICTION",
"role": "Cited-Analyst",
"caveats": "attributed to SF consensus, not Schmidt's personal call",
"context": "this is essentially a super intelligence moment. The belief in San Francisco is this occurs within two to three years",
"to_year": 2029,
"cited_by": "Eric Schmidt",
"verbatim": "The belief in San Francisco is this occurs within two to three years",
"conv_cues": "belief in San Francisco",
"direction": "HAPPEN",
"from_year": 2028,
"timeframe": "2028-2029",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Sam Altman publicly forecasts >50% intellectual capacity in datacenters by 2028",
"notes": "HIT — Altman publicly stated by end of 2028 most of world's intellectual capacity could reside in datacenters. Direct SF-consensus signal.",
"source": "https://fortune.com/2025/09/26/sam-altman-openai-ceo-superintelligence-technology/",
"status": "hit",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.95,
"source_url": "https://fortune.com/2025/09/26/sam-altman-openai-ceo-superintelligence-technology/",
"expected_date": "2025-12-30",
"observed_date": "2025-09-26",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-04-30",
"from": "2025-09-01"
},
"measurement_criterion": "Sam Altman publicly states OpenAI is 'a couple of years' from early superintelligence or that majority of intellectual capacity moves to datacenters by 2028"
},
{
"kind": "llm_pre_event",
"label": "Dario Amodei reaffirms 2026-2027 superhuman-AI timeline at Davos",
"notes": "HIT — Amodei said at Davos: 'plausible 2026 or 2027 breakthrough... no ceiling below the level of humans.' Anchors the SF consensus claim.",
"source": "https://www.windowscentral.com/software-apps/anthropic-ceo-predicts-ai-will-surpass-human-smarts-by-2027",
"status": "hit",
"weight": 0.4,
"ordinal": -9,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.windowscentral.com/software-apps/anthropic-ceo-predicts-ai-will-surpass-human-smarts-by-2027",
"expected_date": "2026-01-31",
"observed_date": "2026-01-23",
"research_origin": "deep_research",
"measurement_criterion": "Dario Amodei publicly states AI-better-than-humans-at-everything is plausible within 2026-2027 timeframe at major venue"
},
{
"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": -8,
"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": -7,
"source_id": "SEM_008",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
"status": "hit",
"weight": 0.5,
"ordinal": -6,
"source_id": "234_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Anthropic will exceed OpenAI in revenue this year (2026).",
"status": "hit",
"weight": 0.5,
"ordinal": -5,
"source_id": "235_002",
"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",
"we
... (truncated)