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246_026predictionAIAI-timing

In next year, significant cyber threats to mitigate from AI models (cited Altman).

Predictor: Sam Altman · ep#246 "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246" · source

Prior probability
60.0%
Current probability
51.0%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2027-08-31
Edges in / out
7 / 5
Tickers exposed
33

Prediction text

In next year, significant cyber threats to mitigate from AI models (cited Altman). | In the next year, we will see significant threats we have to mitigate uh from cyber and these models are already quite capable and will get much more capable.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
In the next year, we will see significant threats we have to mitigate uh from cyber and these models are already quite capable and will get much more capable.

Predictor: Sam Altman

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0625
excellent
Hits / Misses
0 / 0
of 1 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Sam Altman 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 = 51.0%

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: 6 fired ✓ · 2 pending
  1. 2026-02-05hitOpenAI's GPT-5.3-Codex hits 'high' on cybersecurity Preparedness Framework
    How: OpenAI publicly classifies GPT-5.3-Codex as 'high' on cybersecurity in its internal Preparedness Framework - the first model to reach this threshold
    Source: https://fortune.com/2026/02/05/openai-gpt-5-3-codex-warns-unprecedented-cybersecurity-risks/conf 97%
    Notes: HIT - directly validates Altman's 'significant cyber threats from these models' claim.
  2. 2026-04-30hitOpenAI ships GPT-5.5-Cyber to critical cyber defenders
    How: OpenAI publicly announces shipping GPT-5.5-Cyber, a restricted variant for critical cyber defenders
    Source: https://arnav.au/2026/05/01/openai-gpt-5-5-cyber-rollout-in-2026/conf 95%
    Notes: HIT - Altman X post 2026-04-30 confirming GPT-5.5-Cyber rollout. Direct match for 'mitigate cyber threats from these models.'
  3. 2026-06-01 → 2027-08-31pendingFirst publicly attributed AI-agent-led major cyber incident
    How: A nation-state or major attribution body (Mandiant, Microsoft, CISA) publishes incident reporting attributing a major (Fortune-500-scale or critical-infrastructure) breach primarily to AI-agent-driven exploitation
    Source: Mandiant threat reports; Microsoft Threat Intelligence; CISA bulletinsconf 70%
  4. 2026-06-01 → 2027-09-30pendingOpenAI / Anthropic threat-disruption reports document scaled AI-agent cyber abuse
    How: OpenAI's Disrupting Malicious AI report or Anthropic's equivalent documents an order-of-magnitude increase (>=10x vs Oct-2025 baseline) in confirmed AI-agent-driven cyber-attack disruptions
    Source: https://openai.com/global-affairs/disrupting-malicious-uses-of-ai-october-2025/; Anthropic Responsible Scaling reportsconf 85%
  5. 2026-12-01 → 2027-08-31pendingCritical-infrastructure-grade cyber incident attributed to open-weights frontier model
    How: A confirmed cyber incident affecting critical infrastructure (energy, water, financial settlement) is publicly attributed to attackers using an open-weights frontier model (Llama, Mistral, Qwen, DeepSeek)
    Source: CISA, NSA Cybersecurity Advisory; Mandiantconf 45%
    Notes: Cascade - 'world-shaking' cyberattack scenario Altman warned of explicitly.

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
LBP2026-05-10T02:00:02Z51.0%-1.1pp
Network propagation: 52.1% → 51.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z52.1%-1.7pp
Network propagation: 53.8% → 52.1%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z53.8%-2.4pp
Network propagation: 56.2% → 53.8%
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%0.6000.050-0.059
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.051
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.042
prereq238_009
Recursive self-improvement is already happening now (no longAlex Wissner-Gross
78.1%0.6000.050-0.035
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.035

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.022
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050+0.015
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.012
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.010
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.007

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (7)

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
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI
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

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.736manifoldWill there be many more cyber vulnerabilities in 2027 due to AI?67%mentionspending2026-05-16
0.672manifoldWhen will a major AI lab announce that the weights of one of its models were compromised in a cyberattack?mentionspending2026-04-28

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "context": "In the next year, we will see significant threats we have to mitigate uh from cyber and these models are already quite capable and will get much more capable.",
  "to_year": 2027,
  "cited_by": "Peter Diamandis",
  "verbatim": "In the next year, we will see significant threats we have to mitigate uh from cyber and these models are already quite capable and will get much more capable.",
  "conv_cues": "we will see",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "By April 2027",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI's GPT-5.3-Codex hits 'high' on cybersecurity Preparedness Framework",
      "notes": "HIT - directly validates Altman's 'significant cyber threats from these models' claim.",
      "source": "https://fortune.com/2026/02/05/openai-gpt-5-3-codex-warns-unprecedented-cybersecurity-risks/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://fortune.com/2026/02/05/openai-gpt-5-3-codex-warns-unprecedented-cybersecurity-risks/",
      "expected_date": "2026-02-05",
      "observed_date": "2026-02-05",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly classifies GPT-5.3-Codex as 'high' on cybersecurity in its internal Preparedness Framework - the first model to reach this threshold"
    },
    {
      "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": -7,
      "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": -6,
      "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": -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": "OpenAI ships GPT-5.5-Cyber to critical cyber defenders",
      "notes": "HIT - Altman X post 2026-04-30 confirming GPT-5.5-Cyber rollout. Direct match for 'mitigate cyber threats from these models.'",
      "source": "https://arnav.au/2026/05/01/openai-gpt-5-5-cyber-rollout-in-2026/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://arnav.au/2026/05/01/openai-gpt-5-5-cyber-rollout-in-2026/",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publicly announces shipping GPT-5.5-Cyber, a restricted variant for critical cyber defenders"
    },
    {
      "kind": "llm_pre_event",
      "label": "First publicly attributed AI-agent-led major cyber incident",
      "source": "Mandiant threat reports; Microsoft Threat Intelligence; CISA bulletins",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "20
... (truncated)