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241_063predictionGeopoliticsAI-timing

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

Prior probability
60.0%
Current probability
50.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

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

From episode "Eric Schmidt on the Robotics Race, Singularity Timeline, and Energy Shortage"
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

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.8%

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: 8 fired ✓
  1. 2025-09-21hitTrump imposes $100K H1B fee in Sep 2025
    How: Trump administration implements $100K filing fee on new H-1B petitions
    Source: 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.
  2. 2025-10-01hitChina launches K-visa to attract STEM talent
    How: China launches K-visa STEM talent program drawing global researchers; brain drain risk to US
    Source: 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.
  3. 2026-02-27hitUSCIS finalizes weighted/merit-based H1B selection
    How: USCIS final rule effective Feb 2026 implementing weighted selection favoring higher-skill/wage applicants
    Source: 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.
  4. 2026-06-01 → 2027-12-31pendingAI startup hiring shows measurable foreign-talent shortage
    How: AI startups report ≥20% drop in PhD-level foreign hiring vs 2024 baseline; relocation to Canada/UK/Singapore
    Source: https://time.com/7319507/h1b-trump-tech-innovation-ai/conf 70%
  5. 2026-06-01 → 2027-12-31pendingBipartisan AI immigration carve-out legislation
    How: Congress passes or seriously advances legislation creating special AI/STEM talent visa category outside H1B
    Source: Council on Foreign Relations, Congressional trackersconf 30%
    Notes: Low-confidence cascade — political environment hostile to immigration expansion despite tech industry pleas.
  6. 2036-09-06pendingMoon base will exist in 10 years

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: 51%)

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
LBP2026-05-10T02:00:02Z50.8%-1.2pp
Network propagation: 51.9% → 50.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.9%-1.8pp
Network propagation: 53.7% → 51.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.7%-2.5pp
Network propagation: 56.2% → 53.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z56.2%-3.8pp
Network propagation: 60.0% → 56.2%
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%0.6000.050-0.057
prereq235_038
David Sinclair begins partial epigenetic reprogramming trialPeter Diamandis
74.0%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.049
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.039
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.037

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.013
prereq239_008
Moon base will exist in 10 yearsElon Musk
28.8%0.5500.050+0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.008
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.008
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050-0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq235_038David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.Biotech/Longevity
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
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
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI
prereq239_008Moon base will exist in 10 yearsSpace

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.620manifoldWhich US political party will be the more "pro-AI" party at the time of the 2028 presidential debates?mentionspending2026-05-18
0.563manifoldWhich US Senators and Candidates will win?mentionspending2026-05-15
0.555manifold2026 F1 Canada Qualification who qualifies better in each teammentionspending2026-05-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "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)