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241_041predictionAIAI-timing

Biological and nuclear attacks spawned by AI are real dangers

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

Prior probability
55.0%
Current probability
38.9%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
36

Prediction text

Biological and nuclear attacks spawned by AI are real dangers | There are biological dangers... like a biological attack, a nuclear attack that's spawned by these things

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
There are biological dangers... like a biological attack, a nuclear attack that's spawned by these things

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

5 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-032026-06-04
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.9%

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: 5 fired ✓ · 2 overdue ⏱
  1. 2026-05-01 → 2026-06-22overdueFrontier lab discloses successful CBRN red-team finding requiring remediation
    How: Anthropic/OpenAI/DeepMind responsible scaling policy report or system card discloses successful biological/chemical/nuclear uplift attempt by red team that triggered ASL/preparedness mitigation
    Source: Anthropic RSP cadence; OpenAI Preparedness; UK AISIconf 60%
  2. 2026-05-01 → 2026-06-22overdueAI Safety Institute publishes biological-uplift evaluation showing material risk
    How: US AISI, UK AISI, or analog publishes evaluation finding LLM provides non-trivial uplift to bioweapon synthesis vs internet baseline
    Source: US/UK AISI MOUsconf 50%
  3. 2026-05-01 → 2026-09-30pendingConfirmed AI-assisted disinformation/hacking incident attributed by national CERT
    How: CISA, FBI, or peer national CERT publicly attributes nation-state or non-state CBRN-precursor or critical-infra attack to LLM-assisted operation
    Source: training-window intelligence community trendsconf 45%
  4. 2026-09-01 → 2027-06-30pendingUS executive order or congressional bill restricts open-weight CBRN-relevant models
    How: Executive order or law enacted that restricts release of >100B-parameter open-weight models lacking CBRN screening
    Source: post-event policy cascadeconf 35%
  5. 2027-01-01 → 2030-12-31pendingConfirmed CBRN incident with attribution to AI-system uplift
    How: WHO, IAEA, OPCW, or national authority publicly attributes a CBRN attack or attempt to AI-system-assisted planning
    Source: Schmidt warning verbatim cascadeconf 15%

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: 39%)

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_sweep2026-06-04T22:12:05Z38.9%-7.5pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.389 blend=0.389 LLR=-0.307 κ=0.69 no_blend
Raw metadata
{
  "trf": 0.8646529159546616,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Eric Schmidt",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.14285786866481284,
  "bayes_factor": "1.4:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4643461486367509,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.4125,
      "label": "Frontier lab discloses successful CBRN red-team finding requiring remediation",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.6,
      "source_url": null,
      "adjusted_llr": -0.1672543570946178,
      "expected_date": "2026-05-27",
      "measurement_criterion": "Anthropic/OpenAI/DeepMind responsible scaling policy report or system card discloses successful biological/chemical/nuclear uplift attempt by red team that triggered ASL/preparedness mitigation"
    },
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.34375,
      "label": "AI Safety Institute publishes biological-uplift evaluation showing material risk",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.5,
      "source_url": null,
      "adjusted_llr": -0.1393786309121815,
      "expected_date": "2026-05-27",
      "measurement_criterion": "US AISI, UK AISI, or analog publishes evaluation finding LLM provides non-trivial uplift to bioweapon synthesis vs internet baseline"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3947429588317368,
  "outside_weight": 0.6052570411682632,
  "posterior_prob": 0.389481826255836,
  "posterior_logit": -0.44949085667161215,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.389481826255836,
  "blended_posterior": 0.389481826255836,
  "reference_class_id": null,
  "total_adjusted_llr": -0.3066329880067993,
  "predictor_n_resolved": 3
}
LBP2026-05-10T02:00:02Z46.4%-1.1pp
Network propagation: 47.6% → 46.4%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z47.6%-1.7pp
Network propagation: 49.2% → 47.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z49.2%-2.3pp
Network propagation: 51.5% → 49.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.5%-3.5pp
Network propagation: 55.0% → 51.5%
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%0.0500.550+0.111
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.086
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.550+0.061
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5500.050+0.047
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5500.050+0.041

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%0.6200.050-0.066
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.058
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.055
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.050
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.033

Ticker exposure

36 ticker(s) linked

Beneficiaries (23)

APLDNVDAARMBBAITSMCEVAAISOUNCRWVSITMGTLBGOOGLMETAMRVLMSFTORCLIBMAMZNAVGOBABAAMDSFTBYQCOM

Adverse (6)

ACNCHGGCTSHIBMINFYWNS

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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
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 (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.691arxivBrainrot: Deskilling and Addiction are Overlooked AI Risksmentionspending2026-05-05
0.576manifoldDo the recent deaths/disappearances of NASA, nuclear research, & defense-related scientists suggest something sinister?18%mentionspending2026-04-24

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "there's obviously the dangers... biological attack, a nuclear attack",
  "to_year": 2026,
  "verbatim": "There are biological dangers... like a biological attack, a nuclear attack that's spawned by these things",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "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": -7,
      "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": -6,
      "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": -5,
      "source_id": "234_012",
      "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",
      "weight": 0.5,
      "ordinal": -4,
      "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": "Frontier lab discloses successful CBRN red-team finding requiring remediation",
      "source": "Anthropic RSP cadence; OpenAI Preparedness; UK AISI",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2026-05-27",
      "miss_emitted_at": "2026-06-04T22:12:05.653784+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-22",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Anthropic/OpenAI/DeepMind responsible scaling policy report or system card discloses successful biological/chemical/nuclear uplift attempt by red team that triggered ASL/preparedness mitigation"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI Safety Institute publishes biological-uplift evaluation showing material risk",
      "source": "US/UK AISI MOUs",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2026-05-27",
      "miss_emitted_at": "2026-06-04T22:12:05.653784+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-22",
        "from": "2026-05-01"
      },
      "measurement_criterion": "US AISI, UK AISI, or analog publishes evaluation finding LLM provides non-trivial uplift to bioweapon synthesis vs internet baseline"
    },
    {
      "kind": "event",
      "label": "Biological and nuclear attacks spawned by AI are real dangers",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "241_041",
      "expected_date": "2026-06-22",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Confirmed AI-assisted disinformation/hacking inciden
... (truncated)