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241_019predictionAIAI-timing

AI scaling laws have not hit an asymptote yet

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

Prior probability
60.0%
Current probability
51.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

AI scaling laws have not hit an asymptote yet | the ultimate essentially scaling laws are not done yet. I keep asking my friends, when does the asymptote arrive, and when does the curve slow down? We've not seen it yes yet

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
the ultimate essentially scaling laws are not done yet. I keep asking my friends, when does the asymptote arrive, and when does the curve slow down? We've not seen it yes yet

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 = 51.1%

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: 8 fired ✓
  1. 2025-08-07hitGPT-5/5.2 ships with measurable benchmark gains over GPT-4 generation
    How: OpenAI releases GPT-5 (or GPT-5.x) achieving ≥90% on AIME 2025 and ≥40% on FrontierMath, demonstrating that scaling + RL-on-thinking is still producing capability gains
    Source: https://www.adwaitx.com/ai-implementation-guide-2026-models-tools/ — GPT-5.2 100% AIME 2025, 40.3% FrontierMathconf 98%
    Notes: HIT — GPT-5 cleared 94.6% AIME and GPT-5.2 reached 100%, well beyond GPT-4 baseline, supporting Schmidt's no-asymptote claim.
  2. 2025-09-01hitTest-time compute / inference scaling becomes dominant capability lever
    How: OpenAI o1/o3, Gemini 2.0/3, Anthropic Claude reasoning modes all release with explicit inference-compute scaling demonstrating Sharpe-like gains beyond pretraining
    Source: Industry roundup of o1/o3/Gemini reasoning models, Epoch AI analysisconf 95%
    Notes: HIT — confirms scaling continues but along a different axis (inference compute), not pretraining FLOPs.
  3. 2026-04-15partialFrontier labs report diminishing returns from naive parameter scaling
    How: Industry analyst (NeurIPS, IEEE Spectrum, Epoch AI) explicitly documents 'scaling wall' for naive parameter scaling, even as test-time compute / inference scaling produces gains
    Source: https://www.hec.edu/en/dare/tech-ai/ai-beyond-scaling-laws — diminishing returns from naive scaling at NeurIPSconf 85%
    Notes: PARTIAL — naive parameter scaling is hitting walls, but test-time compute / RL-on-thinking opens new scaling axes. Consistent with Schmidt's nuanced 'not the final asymptote yet' claim.
  4. 2026-01-01 → 2026-12-31pendingFrontier capabilities continue to track 4-7 month doubling on long-horizon tasks
    How: METR-style time-horizon evals, AI Digest 'new Moore's Law for agents' or Epoch AI tracker continue to show frontier task-completion-time doubling every ~4-7 months
    Source: https://theaidigest.org/time-horizons — A new Moore's Law for AI agentsconf 65%
    Notes: If holds, asymptote is not yet visible; if breaks, supports diminishing-returns narrative.
  5. 2026-06-01 → 2027-12-31pendingAGI/superintelligence-class system released within Schmidt's prediction window
    How: Frontier lab (OpenAI/Anthropic/Google/xAI) releases a system that an independent benchmark suite (METR, ARC-AGI, FrontierMath) characterizes as crossing a recognized AGI threshold
    Source: METR, ARC-AGI, Epoch AI, AI Index reportconf 30%
    Notes: Cascade — directly tests whether scaling-curve slope is still steep enough to deliver superhuman capability. Most analysts model this as 2027-2030.

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: 51%)

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
LBP2026-05-10T02:00:02Z51.1%-1.1pp
Network propagation: 52.1% → 51.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z52.1%-1.6pp
Network propagation: 53.7% → 52.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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%0.6000.050-0.095
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.060
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.052
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.042
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.6000.050-0.036

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+0.022
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.017
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.010
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.007

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.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_ASI_SLOW_2040PLUSASI slow: post-2040 / soft takeoffasi_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
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

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "THESIS",
  "role": "Guest-CEO",
  "caveats": "there will be a limit eventually",
  "context": "the ultimate essentially scaling laws are not done yet... We've not seen it yes yet",
  "to_year": 2026,
  "verbatim": "the ultimate essentially scaling laws are not done yet. I keep asking my friends, when does the asymptote arrive, and when does the curve slow down? We've not seen it yes yet",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "present / near future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "GPT-5/5.2 ships with measurable benchmark gains over GPT-4 generation",
      "notes": "HIT — GPT-5 cleared 94.6% AIME and GPT-5.2 reached 100%, well beyond GPT-4 baseline, supporting Schmidt's no-asymptote claim.",
      "source": "https://www.adwaitx.com/ai-implementation-guide-2026-models-tools/ — GPT-5.2 100% AIME 2025, 40.3% FrontierMath",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.98,
      "source_url": "https://www.adwaitx.com/ai-implementation-guide-2026-models-tools/",
      "expected_date": "2025-12-31",
      "observed_date": "2025-08-07",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI releases GPT-5 (or GPT-5.x) achieving ≥90% on AIME 2025 and ≥40% on FrontierMath, demonstrating that scaling + RL-on-thinking is still producing capability gains"
    },
    {
      "kind": "llm_pre_event",
      "label": "Test-time compute / inference scaling becomes dominant capability lever",
      "notes": "HIT — confirms scaling continues but along a different axis (inference compute), not pretraining FLOPs.",
      "source": "Industry roundup of o1/o3/Gemini reasoning models, Epoch AI analysis",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://epoch.ai/blog/can-ai-scaling-continue-through-2030",
      "expected_date": "2025-12-31",
      "observed_date": "2025-09-01",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI o1/o3, Gemini 2.0/3, Anthropic Claude reasoning modes all release with explicit inference-compute scaling demonstrating Sharpe-like gains beyond pretraining"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier labs report diminishing returns from naive parameter scaling",
      "notes": "PARTIAL — naive parameter scaling is hitting walls, but test-time compute / RL-on-thinking opens new scaling axes. Consistent with Schmidt's nuanced 'not the final asymptote yet' claim.",
      "source": "https://www.hec.edu/en/dare/tech-ai/ai-beyond-scaling-laws — diminishing returns from naive scaling at NeurIPS",
      "status": "partial",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://www.hec.edu/en/dare/tech-ai/ai-beyond-scaling-laws",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Industry analyst (NeurIPS, IEEE Spectrum, Epoch AI) explicitly documents 'scaling wall' for naive parameter scaling, even as test-time compute / inference scaling produces gains"
    },
    {
      "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": -5,
      "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": -4,
      "source_id": "SEM_008",
      "expected_date": "20
... (truncated)