Post-tragedy, global leaders (US, China) will convene on AI governance
Predictor: Eric Schmidt · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · source
Prediction text
Post-tragedy, global leaders (US, China) will convene on AI governance | I can imagine, I'm making this up, that there's some bad thing that happened and then all of the leaders, China, the US, we all have a meeting and we basically say like what are we going to do?
Verbatim quote
I can imagine, I'm making this up, that there's some bad thing that happened and then all of the leaders, China, the US, we all have a meeting and we basically say like what are we going to do?
Predictor: Eric Schmidt
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-06-01 → 2027-12-31pendingG7/G20 communique includes AI safety/governance language post-incidentHow: Official G7/G20 leaders' communique includes a substantive AI-incident response paragraph beyond the boilerplate 2023-25 language.Source: llm_enrichedconf 50%
- 2026-06-01 → 2027-12-31pendingUS-China bilateral resumes formal AI safety dialogueHow: State Dept. or PRC MFA confirms a successor to the May 2024 Geneva AI dialogue, with named delegations and at least one published joint statement.Source: llm_enrichedconf 40%
- 2026-06-01 → 2028-06-30pendingMaterial AI-caused incident reaches global news thresholdHow: An AI-attributable event (cyber, infrastructure, financial, biosecurity) drives coordinated front-page coverage across NYT/FT/Xinhua/Reuters within a single news cycle and triggers official-level response.Source: llm_enrichedconf 40%Notes: This is the 'tragedy' precondition Schmidt explicitly anchored on.
- 2027-01-01 → 2028-12-31pendingUN-level AI body or treaty draft circulated post-incidentHow: UN GA, UN Security Council, or treaty-body produces a draft instrument explicitly framed as response to a specific AI-related incident.Source: llm_enrichedconf 30%
What if this resolves?
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
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 | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.500 | 0.050 | -0.061 |
| prereq | 235_038 David Sinclair begins partial epigenetic reprogramming trial — Peter Diamandis | 74.0% | 0.500 | 0.050 | -0.059 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.500 | 0.050 | -0.055 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.500 | 0.050 | -0.047 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.500 | 0.050 | -0.041 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.048 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | -0.042 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | -0.035 |
| prereq | 239_008 Moon base will exist in 10 years — Elon Musk | 28.8% | 0.550 | 0.050 | -0.023 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | -0.022 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (11)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | 235_038 | David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026. | Biotech/Longevity | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| 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 | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| correlate | S_AI_PAUSE_2028 | AI pause beginning 2028 | ai_regulatory_pause | — |
| correlate | S_AI_PAUSE_2027 | AI pause beginning 2027 | ai_regulatory_pause | — |
| 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) | — | — |
| killer | TK06 | China-Taiwan Military Conflict | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_030 | Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033. | Biotech/Longevity | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| 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 | — |
| prereq | 239_008 | Moon base will exist in 10 years | Space | — |
Linked documents (10)
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
"mode": "SPECULATION",
"role": "Guest-CEO",
"caveats": "speculative, conditional on tragedy",
"context": "all of the leaders, China, the US, we all have a meeting",
"to_year": 2026,
"verbatim": "I can imagine, I'm making this up, that there's some bad thing that happened and then all of the leaders, China, the US, we all have a meeting and we basically say like what are we going to do?",
"conv_cues": "I'm making this up",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "future",
"conv_level": "LOW",
"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": -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": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
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"ordinal": -3,
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"expected_date": "2026-04-29",
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},
{
"kind": "prereq",
"label": "Recursive self-improvement is already happening now (no longer three years out)",
"status": "hit",
"weight": 0.5,
"ordinal": -2,
"source_id": "238_009",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.",
"status": "hit",
"weight": 0.5,
"ordinal": -1,
"source_id": "235_038",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "event",
"label": "Post-tragedy, global leaders (US, China) will convene on AI governance",
"status": "pending",
"weight": 1,
"ordinal": 0,
"source_id": "241_042",
"expected_date": "2026-06-18",
"observed_date": null
},
{
"kind": "llm_pre_event",
"label": "G7/G20 communique includes AI safety/governance language post-incident",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": 1,
"source_id": null,
"confidence": 0.5,
"expected_date": "2027-03-17",
"research_origin": "training",
"expected_date_range": {
"to": "2027-12-31",
"from": "2026-06-01"
},
"measurement_criterion": "Official G7/G20 leaders' communique includes a substantive AI-incident response paragraph beyond the boilerplate 2023-25 language."
},
{
"kind": "llm_pre_event",
"label": "US-China bilateral resumes formal AI safety dialogue",
"source": "llm_enriched",
"status": "pending",
"weight": 0.4,
"ordinal": 2,
"source_id": null,
"confidence": 0.4,
"expected_date": "2027-03-17",
"research_origin": "training",
"expected_date_range": {
"to": "2027-12-31",
"from": "2026-06-01"
},
"measurement_criterion": "State Dept. or PRC MFA confirms a successor to the May 2024 Geneva AI dialogue, with named delegations and at least one published joint statement."
},
{
"kind": "llm_pre_event",
"label": "Material AI-caused incident reaches global news threshold",
"notes": "This is the 'tragedy' precondition Schmidt explicitly anchored on.",
"source": "llm_enriched",
"status": "pendi
... (truncated)