← Cockpit
241_051predictionAIAI-timing

AI systems eventually won't have the ability to do completely new things

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

Prior probability
55.0%
Current probability
38.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
9 / 5
Tickers exposed
33

Prediction text

AI systems eventually won't have the ability to do completely new things | It'll get to the point where you don't have the ability to do completely new things

Verbatim quote

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
It'll get to the point where you don't have the ability to do completely new 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

6 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-05-102026-06-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.3%

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 ✓ · 3 overdue ⏱
  1. 2026-05-01 → 2026-06-15overdueFrontier model release with novel scientific discovery (e.g., new theorem, materials, drug target)
    How: Peer-reviewed paper or preprint co-authored with frontier lab claims AI-originated discovery without human prompt-engineered hypothesis
    Source: Schmidt thesis benchmark; Anthropic/OpenAI/DeepMind release cadenceconf 45%
  2. 2026-04-30 → 2026-06-21overdueARC-AGI-2 or Frontier Math Tier 4 leaderboard plateau (no >5pp gain in 60 days)
    How: Public ARC Prize or Epoch AI leaderboard shows top model score not improving >5 percentage points over rolling 60-day window before display_date
    Source: ARC Prize 2026 leaderboard; Epoch AI FrontierMathconf 40%
  3. 2026-05-01 → 2026-06-21overduePublic Schmidt restatement or adjacent expert (Hassabis, Amodei) endorses novelty-ceiling thesis
    How: On-record interview, op-ed, or conference talk by Schmidt or top-3 frontier-lab CEO explicitly states AI cannot do completely new things
    Source: futurist:Eric Schmidt prior statementconf 35%
  4. 2026-05-15 → 2026-09-30pendingMajor frontier lab publicly walks back AGI/superintelligence timelines
    How: OpenAI, Anthropic, DeepMind, or xAI leadership publicly extends prior AGI ETA by >12 months in earnings call, blog, or interview
    Source: training-window inferenceconf 30%
  5. 2026-07-01 → 2026-12-31pendingCapex slowdown signal: at least one hyperscaler trims 2027 AI capex guidance
    How: MSFT/META/GOOGL/AMZN CFO publicly reduces forward AI infrastructure capex by >5% YoY in earnings guidance
    Source: macro cascade if novelty ceiling validatesconf 25%

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: 38%)

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_sweep2026-06-03T22:11:45Z38.3%-5.0pp
metadata_milestone_miss_sweep bayesian_v2 n=2 inside=0.383 blend=0.383 LLR=-0.209 κ=0.69 no_blend
Raw metadata
{
  "trf": 0.8991436897318007,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Eric Schmidt",
  "total_llr": -0.8109302162163288,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.26829863648577645,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4333248248797304,
  "kappa_source": "predictor_table",
  "n_milestones": 2,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.275,
      "label": "ARC-AGI-2 or Frontier Math Tier 4 leaderboard plateau (no >5pp gain in 60 days)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.4,
      "source_url": null,
      "adjusted_llr": -0.11150290472974521,
      "expected_date": "2026-05-26",
      "measurement_criterion": "Public ARC Prize or Epoch AI leaderboard shows top model score not improving >5 percentage points over rolling 60-day window before display_date"
    },
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.24062499999999998,
      "label": "Public Schmidt restatement or adjacent expert (Hassabis, Amodei) endorses novelty-ceiling thesis",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.35,
      "source_url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
      "adjusted_llr": -0.09756504163852704,
      "expected_date": "2026-05-26",
      "measurement_criterion": "On-record interview, op-ed, or conference talk by Schmidt or top-3 frontier-lab CEO explicitly states AI cannot do completely new things"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3705994171877395,
  "outside_weight": 0.6294005828122605,
  "posterior_prob": 0.3828741608627909,
  "posterior_logit": -0.4773665828540487,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.3828741608627909,
  "blended_posterior": 0.3828741608627909,
  "reference_class_id": null,
  "total_adjusted_llr": -0.20906794636827225,
  "predictor_n_resolved": 3
}
metadata_milestone_miss_sweep2026-05-31T22:09:40Z43.3%-3.1pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.433 blend=0.433 LLR=-0.125 κ=0.69 no_blend
Raw metadata
{
  "trf": 1,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Eric Schmidt",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.14285786866481284,
  "bayes_factor": "1.1:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.4643461486367509,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.309375,
      "label": "Frontier model release with novel scientific discovery (e.g., new theorem, materials, drug target)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.45,
      "source_url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
      "adjusted_llr": -0.12544076782096336,
      "expected_date": "2026-05-23",
      "measurement_criterion": "Peer-reviewed paper or preprint co-authored with frontier lab claims AI-originated discovery without human prompt-engineered hypothesis"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.3,
  "outside_weight": 0.7,
  "posterior_prob": 0.4333248248797304,
  "posterior_logit": -0.26829863648577623,
  "predictor_brier": 0.0064,
  "inside_posterior": 0.4333248248797304,
  "blended_posterior": 0.4333248248797304,
  "reference_class_id": null,
  "total_adjusted_llr": -0.12544076782096336,
  "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+0.117
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.092
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.550+0.067
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.5500.050+0.053
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5500.050+0.047

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%0.6200.050-0.068
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.060
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.057
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.052
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.035

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_NO_AI_PAUSE_5YNo major AI pause through 2031ai_regulatory_pause
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 (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.763manifoldWill AI continue to improve?84%mentionspending2026-06-01
0.754manifoldIs ai going to be self repairing?10%mentionspending2026-05-25
0.693manifoldWill artificial intelligence change everyday life more than the internet did52%mentionspending2026-06-05
0.638manifoldChange my view: artificial superintelligence is not as serious of a risk as Eliezer Yudkowsky claims it to be.37%mentionspending2026-05-17

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "caveats": "unclear meaning",
  "context": "It'll get to the point where you don't have the ability to do completely new things",
  "to_year": 2026,
  "verbatim": "It'll get to the point where you don't have the ability to do completely new things",
  "direction": "NOT_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": -8,
      "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": -7,
      "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": -6,
      "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": -5,
      "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": -4,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier model release with novel scientific discovery (e.g., new theorem, materials, drug target)",
      "source": "Schmidt thesis benchmark; Anthropic/OpenAI/DeepMind release cadence",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
      "expected_date": "2026-05-23",
      "miss_emitted_at": "2026-05-31T22:09:40.747869+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-15",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Peer-reviewed paper or preprint co-authored with frontier lab claims AI-originated discovery without human prompt-engineered hypothesis"
    },
    {
      "kind": "llm_pre_event",
      "label": "ARC-AGI-2 or Frontier Math Tier 4 leaderboard plateau (no >5pp gain in 60 days)",
      "source": "ARC Prize 2026 leaderboard; Epoch AI FrontierMath",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.4,
      "expected_date": "2026-05-26",
      "miss_emitted_at": "2026-06-03T22:11:45.571008+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2026-06-21",
        "from": "2026-04-30"
      },
      "measurement_criterion": "Public ARC Prize or Epoch AI leaderboard shows top model score not improving >5 percentage points over rolling 60-day window before display_date"
    },
    {
      "kind": "llm_pre_event",
      "label": "Public Schmidt restatement or adjacent expert (Hassabis, Amodei) endorses novelty-ceiling thesis",
      "source": "futurist:Eric Schmidt prior statement",
      "status": "overdue",
      "weight": 0.4,
    
... (truncated)