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
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
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
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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2026-02-05hitOpenAI's GPT-5.3-Codex hits 'high' on cybersecurity Preparedness FrameworkHow: OpenAI publicly classifies GPT-5.3-Codex as 'high' on cybersecurity in its internal Preparedness Framework - the first model to reach this thresholdSource: 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.
- 2026-04-30hitOpenAI ships GPT-5.5-Cyber to critical cyber defendersHow: OpenAI publicly announces shipping GPT-5.5-Cyber, a restricted variant for critical cyber defendersSource: 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.'
- 2026-06-01 → 2027-08-31pendingFirst publicly attributed AI-agent-led major cyber incidentHow: 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 exploitationSource: Mandiant threat reports; Microsoft Threat Intelligence; CISA bulletinsconf 70%
- 2026-06-01 → 2027-09-30pendingOpenAI / Anthropic threat-disruption reports document scaled AI-agent cyber abuseHow: 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 disruptionsSource: https://openai.com/global-affairs/disrupting-malicious-uses-of-ai-october-2025/; Anthropic Responsible Scaling reportsconf 85%
- 2026-12-01 → 2027-08-31pendingCritical-infrastructure-grade cyber incident attributed to open-weights frontier modelHow: 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?
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 | -0.059 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.600 | 0.050 | -0.051 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.600 | 0.050 | -0.042 |
| prereq | 238_009 Recursive self-improvement is already happening now (no long — Alex Wissner-Gross | 78.1% | 0.600 | 0.050 | -0.035 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.600 | +0.035 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 232_055 We're exiting the industrial age permanently as recursive se — Peter Diamandis | 35.5% | 0.700 | 0.050 | +0.022 |
| prereq | SEM_034 True artificial general intelligence will be achieved betwee — Demis Hassabis | 28.7% | 0.550 | 0.050 | +0.015 |
| prereq | CMQ_002 By 2028, AI systems will reach 'independent researcher' leve — Sam Altman | 31.4% | 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 | +0.010 |
| prereq | 241_043 ASI will arrive within 2 years to 5 years to this next decad — Peter Diamandis | 35.9% | 0.650 | 0.050 | -0.007 |
Ticker exposure
Beneficiaries (23)
Adverse (6)
Prerequisites (7)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 238_009 | Recursive self-improvement is already happening now (no longer three years out) | AI | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| 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 | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 241_043 | ASI will arrive within 2 years to 5 years to this next decade | AI | — |
| prereq | CMQ_002 | By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention. | AI | — |
| 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 | — |
Linked documents (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.736 | manifold | Will there be many more cyber vulnerabilities in 2027 due to AI? | 67% | mentions | pending | 2026-05-16 |
| 0.672 | manifold | When will a major AI lab announce that the weights of one of its models were compromised in a cyberattack? | — | mentions | pending | 2026-04-28 |
Raw metadata
{
"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",
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"expected_date": "2026-04-29",
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},
{
"kind": "prereq",
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},
{
"kind": "prereq",
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"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)