America needs to win AI race with smart immigration policy
Predictor: Eric Schmidt · ep#241 "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage" · source
Prediction text
America needs to win AI race with smart immigration policy | I also want lots of immigrants in our country because those immigrants, at least the high stakes high skills immigration, is what we need because we need the the smartest people in the world on our side
Verbatim quote
I also want lots of immigrants in our country because those immigrants, at least the high stakes high skills immigration, is what we need because we need the the smartest people in the world on our side
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
- 2025-09-21hitTrump imposes $100K H1B fee in Sep 2025How: Trump administration implements $100K filing fee on new H-1B petitionsSource: https://www.americanimmigrationcouncil.org/blog/trump-100000-fee-h-1b-visa/conf 99%Notes: HIT (negative for thesis) — $100K H1B fee CONTRADICTS Schmidt's call for smart immigration. Anti-immigration policy implemented.
- 2025-10-01hitChina launches K-visa to attract STEM talentHow: China launches K-visa STEM talent program drawing global researchers; brain drain risk to USSource: https://thebulletin.org/2025/10/how-trumps-new-h-1b-fee-will-hurt-silicon-valley-and-ai-startups/conf 95%Notes: HIT (negative) — Foreign brain drain underway, opposite of what Schmidt argued for.
- 2026-02-27hitUSCIS finalizes weighted/merit-based H1B selectionHow: USCIS final rule effective Feb 2026 implementing weighted selection favoring higher-skill/wage applicantsSource: https://www.uscis.gov/newsroom/news-releases/dhs-changes-process-for-awarding-h-1b-work-visas-to-better-protect-american-workersconf 99%Notes: HIT — Weighted selection rule effective for FY2027 cap. Partially aligned with 'high-skill' part of Schmidt's call but $100K fee creates affordability barrier.
- 2026-06-01 → 2027-12-31pendingAI startup hiring shows measurable foreign-talent shortageHow: AI startups report ≥20% drop in PhD-level foreign hiring vs 2024 baseline; relocation to Canada/UK/SingaporeSource: https://time.com/7319507/h1b-trump-tech-innovation-ai/conf 70%
- 2026-06-01 → 2027-12-31pendingBipartisan AI immigration carve-out legislationHow: Congress passes or seriously advances legislation creating special AI/STEM talent visa category outside H1BSource: Council on Foreign Relations, Congressional trackersconf 30%Notes: Low-confidence cascade — political environment hostile to immigration expansion despite tech industry pleas.
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% | 0.600 | 0.050 | -0.057 |
| prereq | 235_038 David Sinclair begins partial epigenetic reprogramming trial — Peter Diamandis | 74.0% | 0.600 | 0.050 | -0.055 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.049 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.600 | 0.050 | -0.039 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.037 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | +0.013 |
| prereq | 239_008 Moon base will exist in 10 years — Elon Musk | 28.8% | 0.550 | 0.050 | +0.012 |
| prereq | 235_030 Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203 — Ray Kurzweil | 39.2% | 0.750 | 0.050 | +0.008 |
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.008 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | -0.006 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (8)
| 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 | — |
| 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) | — | — |
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 (3)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.620 | manifold | Which US political party will be the more "pro-AI" party at the time of the 2028 presidential debates? | — | mentions | pending | 2026-05-18 |
| 0.563 | manifold | Which US Senators and Candidates will win? | — | mentions | pending | 2026-05-15 |
| 0.555 | manifold | 2026 F1 Canada Qualification who qualifies better in each team | — | mentions | pending | 2026-05-04 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=DpwmmXmzvfo",
"mode": "ASPIRATION",
"role": "Guest-CEO",
"context": "we need the the smartest people in the world on our side",
"to_year": 2026,
"verbatim": "I also want lots of immigrants in our country because those immigrants, at least the high stakes high skills immigration, is what we need because we need the the smartest people in the world on our side",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "near-term",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Trump imposes $100K H1B fee in Sep 2025",
"notes": "HIT (negative for thesis) — $100K H1B fee CONTRADICTS Schmidt's call for smart immigration. Anti-immigration policy implemented.",
"source": "https://www.americanimmigrationcouncil.org/blog/trump-100000-fee-h-1b-visa/",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.americanimmigrationcouncil.org/blog/trump-100000-fee-h-1b-visa/",
"expected_date": "2025-09-21",
"observed_date": "2025-09-21",
"research_origin": "deep_research",
"measurement_criterion": "Trump administration implements $100K filing fee on new H-1B petitions"
},
{
"kind": "llm_pre_event",
"label": "China launches K-visa to attract STEM talent",
"notes": "HIT (negative) — Foreign brain drain underway, opposite of what Schmidt argued for.",
"source": "https://thebulletin.org/2025/10/how-trumps-new-h-1b-fee-will-hurt-silicon-valley-and-ai-startups/",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.95,
"source_url": "https://thebulletin.org/2025/10/how-trumps-new-h-1b-fee-will-hurt-silicon-valley-and-ai-startups/",
"expected_date": "2025-10-01",
"observed_date": "2025-10-01",
"research_origin": "deep_research",
"measurement_criterion": "China launches K-visa STEM talent program drawing global researchers; brain drain risk to US"
},
{
"kind": "llm_pre_event",
"label": "USCIS finalizes weighted/merit-based H1B selection",
"notes": "HIT — Weighted selection rule effective for FY2027 cap. Partially aligned with 'high-skill' part of Schmidt's call but $100K fee creates affordability barrier.",
"source": "https://www.uscis.gov/newsroom/news-releases/dhs-changes-process-for-awarding-h-1b-work-visas-to-better-protect-american-workers",
"status": "hit",
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"source_url": "https://www.uscis.gov/newsroom/news-releases/dhs-changes-process-for-awarding-h-1b-work-visas-to-better-protect-american-workers",
"expected_date": "2026-02-27",
"observed_date": "2026-02-27",
"research_origin": "deep_research",
"measurement_criterion": "USCIS final rule effective Feb 2026 implementing weighted selection favoring higher-skill/wage applicants"
},
{
"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.",
"status": "hit",
"weight": 0.5,
"ordinal": -3,
"source_id": "SEM_042",
"e
... (truncated)