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241_050predictionAIautonomous

AI LLMs can run for hours (e.g., dinner to 4am) autonomously creating new solutions

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

Prior probability
65.0%
Current probability
56.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-09-30
Edges in / out
5 / 5
Tickers exposed
31

Prediction text

AI LLMs can run for hours (e.g., dinner to 4am) autonomously creating new solutions | he goes to sleep... When does it finish? Oh, 4:00 in the morning... he sees what's been invented

Watch events: Waymo 1M rides/wk (end-2026); Tesla Robotaxi scaling; NHTSA AV rules

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
he goes to sleep... When does it finish? Oh, 4:00 in the morning... he sees what's been invented

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 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 56.7%

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: 5 fired ✓
  1. 2026-02-12hitCursor launches long-running agents in research preview
    How: Cursor releases long-running autonomous agents capable of multi-hour task execution
    Source: https://ai-tools-aggregator-seven.vercel.app/blog/2026-02-12-cursor-long-running-agentsconf 95%
  2. 2026-04-15hitGoogle Vertex AI ships long-running agents as named product
    How: Google Cloud Next 2026 announces long-running agent product with named SLAs in Gemini Enterprise platform
    Source: https://addyo.substack.com/p/long-running-agentsconf 95%
  3. 2026-04-30hitTask duration doubling every 7 months continues
    How: METR or Anthropic publishes data confirming AI task duration capability doubling rate ~7 months, with 2026 mid-year baseline >=2 hours
    Source: https://addyosmani.com/blog/long-running-agents/conf 90%
  4. 2026-09-01 → 2026-12-31pendingMulti-hour autonomous research/engineering agents reach 8-hour workday capability
    How: At least one frontier agent platform demonstrates reliable 8-hour autonomous task completion in published benchmark
    Source: https://zylos.ai/research/2026-01-16-long-running-ai-agentsconf 70%
  5. 2026-12-31pendingEnterprise agentic deployment grows 8x from early 2025 to end-2026
    How: Survey or industry analyst data confirms enterprise agent deployment count up >=8x vs early 2025 baseline
    Source: https://zylos.ai/research/2026-01-16-long-running-ai-agentsconf 65%

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: 57%)

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
LBP2026-05-10T02:00:02Z56.7%-1.0pp
Network propagation: 57.7% → 56.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z57.7%-1.6pp
Network propagation: 59.3% → 57.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z59.3%-2.2pp
Network propagation: 61.5% → 59.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z61.5%-3.5pp
Network propagation: 65.0% → 61.5%
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
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6500.050-0.080
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.071
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6500.050-0.060
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.650+0.035
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.650+0.023

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq242_015
Full autonomy achieved within 2 years before Salim's son getSalim Ismail
71.2%0.9200.050-0.174
prereq246_039
Autonomous vehicles/flying cars coming by 2028.Peter Diamandis
49.2%0.6500.050-0.106
prereq243_031
Uber will have significantly more drivers in 2030 than todayDara Khosrowshahi
46.3%0.6500.050-0.077
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050+0.054
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.040

Ticker exposure

31 ticker(s) linked

Beneficiaries (24)

INVZWRDLIDRAEVAMBLYPONYOUSTVRRMAMBAAURAIOTHSAIMBGAFBIDUBMWYYGMGOOGLHMCIOTQCOMTMTSLAUBERVWAGY

Adverse (5)

MCYALLCINFPGRTRV

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
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
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq242_015Full autonomy achieved within 2 years before Salim's son gets driver's licenseAuto/Transport
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_039Autonomous vehicles/flying cars coming by 2028.Auto/Transport
prereq243_031Uber will have significantly more drivers in 2030 than today, including in USLabor/Jobs

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.648manifoldLLMs understand language [Convince the Machine #4]51%mentionspending2026-05-03

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "overnight 9 hours autonomous",
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "current capability",
  "context": "he sees what's been invented... stuff would have taken me 6 months and 10 programmers",
  "to_year": 2026,
  "verbatim": "he goes to sleep... When does it finish? Oh, 4:00 in the morning... he sees what's been invented",
  "conv_cues": "mind-boggling",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "present",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Cursor launches long-running agents in research preview",
      "source": "https://ai-tools-aggregator-seven.vercel.app/blog/2026-02-12-cursor-long-running-agents",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://ai-tools-aggregator-seven.vercel.app/blog/2026-02-12-cursor-long-running-agents",
      "expected_date": "2026-02-12",
      "observed_date": "2026-02-12",
      "research_origin": "deep_research",
      "measurement_criterion": "Cursor releases long-running autonomous agents capable of multi-hour task execution"
    },
    {
      "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": -4,
      "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": -3,
      "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.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Google Vertex AI ships long-running agents as named product",
      "source": "https://addyo.substack.com/p/long-running-agents",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://addyo.substack.com/p/long-running-agents",
      "expected_date": "2026-05-16",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Google Cloud Next 2026 announces long-running agent product with named SLAs in Gemini Enterprise platform"
    },
    {
      "kind": "event",
      "label": "AI LLMs can run for hours (e.g., dinner to 4am) autonomously creating new solutions",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "241_050",
      "expected_date": "2026-06-22",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Task duration doubling every 7 months continues",
      "source": "https://addyosmani.com/blog/long-running-agents/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.9,
      "source_url": "https://addyosmani.com/blog/long-running-agents/",
      "expected_date": "2026-06-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "METR or Anthropic publishes data confirming AI task duration capability doubling rate ~7 months, with 2026 mid-year baseline >=2 hours"
    },
    {
      "kind": "llm_pre_event",
      "label": "Multi-hour autonomous research
... (truncated)