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241_007predictionAIAI-timing

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

Prior probability
65.0%
Current probability
54.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
in_progress
Window
2028-01-01 – 2029-10-31
Edges in / out
9 / 5
Tickers exposed
33

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

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
The belief in San Francisco is this occurs within two to three years

Resolution evidence

Status: in_progress

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

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

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

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 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 54.6%

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: 7 fired ✓ · 3 pending
  1. 2025-09-26hitSam Altman publicly forecasts >50% intellectual capacity in datacenters by 2028
    How: Sam Altman publicly states OpenAI is 'a couple of years' from early superintelligence or that majority of intellectual capacity moves to datacenters by 2028
    Source: 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.
  2. 2026-01-23hitDario Amodei reaffirms 2026-2027 superhuman-AI timeline at Davos
    How: Dario Amodei publicly states AI-better-than-humans-at-everything is plausible within 2026-2027 timeframe at major venue
    Source: 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.
  3. 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.
  4. 2027-06-01 → 2029-06-30pendingOpenAI or Anthropic CEO declares ASI achieved by their organization
    How: Public statement from Altman/Amodei/Hassabis claiming superintelligent system has been achieved internally
    Source: OpenAI/Anthropic/DeepMind official communicationsconf 40%
  5. 2027-06-01 → 2029-12-31pendingAI replaces 10%+ of US white-collar professional roles measurably
    How: BLS data shows decline of 10%+ in software-engineering, paralegal, or analyst employment categories vs 2024 baseline
    Source: Bureau of Labor Statistics OES, Anthropic Economic Indexconf 45%

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: 55%)

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
LBP2026-05-10T02:00:02Z54.6%-1.4pp
Network propagation: 56.0% → 54.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z56.0%-2.1pp
Network propagation: 58.1% → 56.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z58.1%-2.9pp
Network propagation: 60.9% → 58.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.9%-4.1pp
Network propagation: 65.0% → 60.9%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.6500.050-0.097
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6500.050-0.059
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.6500.050-0.054
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.050
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.044

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.033
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.031
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.016
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050+0.011
prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.005

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
correlateS_ASI_MID_2034ASI mid: Schmidt 'ASI in 6 years'asi_recursive_self_improvement
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
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
prereqSEM_034True 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

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)