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241_031predictionAIAI-timing

Scientists don't agree yet on approach for recursive self-improvement

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

Prior probability
60.0%
Current probability
47.7%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

Scientists don't agree yet on approach for recursive self-improvement | I spent the last week doing RSI reviews, recursive self-improvement reviews. The scientists do not agree on the exact approach to work yet... I think it's too early to know that question

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
I spent the last week doing RSI reviews, recursive self-improvement reviews. The scientists do not agree on the exact approach to work yet... I think it's too early to know that question

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%2026-04-302026-05-032026-05-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 47.7%

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: 6 fired ✓ · 1 overdue ⏱
  1. 2026-03-15hitKarpathy releases open-source AutoResearch RSI loop
    How: Andrej Karpathy publishes AutoResearch where AI agent autonomously edits PyTorch code, runs trainings, evaluates and loops
    Source: https://www.thefai.org/posts/on-recursive-self-improvement-part-iconf 90%
    Notes: HIT — AutoResearch ran ~700 experiments in 2 days with 11% training speedup; concrete example of working RSI approach.
  2. 2026-04-25hitICLR 2026 RSI workshop convenes with peer-reviewed methods papers
    How: ICLR 2026 Workshop on AI with Recursive Self-Improvement holds session with accepted papers proposing methods
    Source: https://recursive-workshop.github.io/conf 99%
    Notes: HIT — workshop scheduled at ICLR 2026 acknowledges scientists still disagree on methods; supports prediction's premise.
  3. 2026-05-15overdueRecursive Superintelligence public launch (raised $500M)
    How: Recursive Superintelligence (the $500M-funded RSI startup) publicly launches its full-pipeline self-improving AI product
    Source: https://ai2.work/blog/recursive-superintelligence-lands-500m-to-build-self-improving-aiconf 70%
  4. 2026-05-01 → 2026-10-31pendingMultiple competing RSI methods published with no clear winner
    How: >=3 distinct RSI architectures (e.g., AutoResearch-style, Recursive Superintelligence approach, lab-internal methods) reported with no benchmark consensus
    Source: ICLR 2026 RSI workshop proceedings + lab releasesconf 75%
    Notes: Supports HIT — fragmentation indicates scientists still disagree on approach.
  5. 2026-06-01 → 2026-10-31pendingFrontier lab consensus paper on RSI approach published
    How: Joint paper or aligned safety-framework update from >=2 of (OpenAI/Anthropic/DeepMind) converging on a single RSI architecture (proves convergence and would falsify prediction)
    Source: Lab safety frameworks reference automated AI research (per ICLR 2026 RSI workshop summary)conf 20%
    Notes: Cascade — would resolve Schmidt's prediction NO. Currently labs reference RSI generally but disagree on specifics.

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: 48%)

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
metadata_milestone_miss_sweep2026-05-30T22:15:00Z47.7%-4.9pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.477 blend=0.477 LLR=-0.195 κ=0.69 no_blend
Raw metadata
{
  "trf": 0.5051911152205567,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Eric Schmidt",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.10400559641418425,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5259779859795342,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.48124999999999996,
      "label": "Recursive Superintelligence public launch (raised $500M)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.7,
      "source_url": "https://ai2.work/blog/recursive-superintelligence-lands-500m-to-build-self-improving-ai",
      "adjusted_llr": -0.19513008327705408,
      "expected_date": "2026-05-15",
      "measurement_criterion": "Recursive Superintelligence (the $500M-funded RSI startup) publicly launches its full-pipeline self-improving AI product"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.6463662193456103,
  "outside_weight": 0.35363378065438966,
  "posterior_prob": 0.4772346291191796,
  "posterior_logit": -0.09112448686286984,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.4772346291191796,
  "blended_posterior": 0.4772346291191796,
  "reference_class_id": null,
  "total_adjusted_llr": -0.19513008327705408,
  "predictor_n_resolved": 3
}
LBP2026-05-03T02:00:01Z52.6%-1.2pp
Network propagation: 53.8% → 52.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.8%-2.4pp
Network propagation: 56.2% → 53.8%
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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.068
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.040
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.027
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.019
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.600+0.013

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq231_013
Math is cooked (will be solved), physics cooked, biology chaAlex Wissner-Gross
35.4%0.6200.050-0.024
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.018
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.015
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.013
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.002

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

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
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
SimSourceTitleMarket probPolarityReviewedPublished
0.665arxivEasier to Mislead Than to Correct: Harmful and Beneficial Revision in LLM Conformitymentionspending2026-06-01
0.649github_releasefacebookresearch/neuroai v0.2.0mentionspending2026-05-06
0.648arxivThe Self-Correction Illusion: LLMs Correct Others but Not Themselvesmentionspending2026-06-04
0.621arxivA Pre-Registered Causal Partition of Self-Consistency Elicitation and Reward Design in RLVRmentionspending2026-06-04
0.620github_releasefacebookresearch/neuroai v0.2.1mentionspending2026-05-14
0.620manifoldI go through the scaling book this week?32%mentionspending2026-05-04
0.618github_releasefacebookresearch/ProgramBench v1.0.1mentionspending2026-05-07
0.616github_releasefacebookresearch/balance 0.3.0mentionspending2023-01-31
0.614github_releasefacebookresearch/balance 0.9.0mentionspending2023-05-22
0.606manifoldWill "Fail safe(r) at alignment by channeling rewar..." make the top fifty posts in LessWrong's 2026 Annual Review?9%mentionspending2026-05-24

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": "evidence it will work in limited cases",
  "context": "The scientists do not agree on the exact approach to work yet... too early to know",
  "to_year": 2026,
  "verbatim": "I spent the last week doing RSI reviews, recursive self-improvement reviews. The scientists do not agree on the exact approach to work yet... I think it's too early to know that question",
  "direction": "NOT_HAPPEN",
  "from_year": 2026,
  "timeframe": "present",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Karpathy releases open-source AutoResearch RSI loop",
      "notes": "HIT — AutoResearch ran ~700 experiments in 2 days with 11% training speedup; concrete example of working RSI approach.",
      "source": "https://www.thefai.org/posts/on-recursive-self-improvement-part-i",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://www.thefai.org/posts/on-recursive-self-improvement-part-i",
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Andrej Karpathy publishes AutoResearch where AI agent autonomously edits PyTorch code, runs trainings, evaluates and loops"
    },
    {
      "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": -6,
      "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,
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      "expected_date": "2026-04-29",
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    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
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      "weight": 0.5,
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      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -3,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "ICLR 2026 RSI workshop convenes with peer-reviewed methods papers",
      "notes": "HIT — workshop scheduled at ICLR 2026 acknowledges scientists still disagree on methods; supports prediction's premise.",
      "source": "https://recursive-workshop.github.io/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://iclr.cc/virtual/2026/workshop/10000796",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-25",
      "research_origin": "deep_research",
      "measurement_criterion": "ICLR 2026 Workshop on AI with Recursive Self-Improvement holds session with accepted papers proposing methods"
    },
    {
      "kind": "llm_pre_event",
      "label": "Recursive Superintelligence public launch (raised $500M)",
      "source": "https://ai2.work/blog/recursive-superintelligence-lands-500m-to-build-self-improving-ai",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://ai2.work/blog/recursive-superintelligence-lands-500m-to-build-self-improving-ai",
      "expected_date": "2026-05-15",
      "miss_emitted_at": "2026-05-30T22:15
... (truncated)