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246_027predictionAIAI-timing

AI models will be capable enough for terrorist groups to create novel pathogens (near future).

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
50.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

AI models will be capable enough for terrorist groups to create novel pathogens (near future). | we're not that far away from a world where there are incredibly capable open source models that are very good at biology. And the need for society to be resilient to terrorist groups using these models to try to create novel pathogens is like that's no longer a theoretical thing or it's not going to be for much longer.

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
we're not that far away from a world where there are incredibly capable open source models that are very good at biology. And the need for society to be resilient to terrorist groups using these models to try to create novel pathogens is like that's no longer a theoretical thing or it's not going to be for much longer.

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 = 50.6%

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 ✓ · 2 pending
  1. 2025-04-30hitOpenAI April 2025 risk assessment flags 'high' biorisk capability
    How: OpenAI publishes formal risk assessment concluding next models meet 'high' bio-risk threshold under their Preparedness Framework
    Source: ComputerUser — OpenAI says its next AI might be powerful enough to aid bioweaponsconf 95%
    Notes: HIT — OpenAI formally flagged 'high risks' substantially increasing likelihood of bioterrorist attacks. Validates Altman's 'no longer theoretical' framing.
  2. 2025-02-15hitAnthropic Claude 3.7 Sonnet shows concerning bioweapon assistance
    How: Anthropic publishes evaluation showing Claude 3.7 Sonnet 'demonstrates concerning improvements' in supporting biological weapons development
    Source: Anthropic — Biorisk red team reportconf 95%
    Notes: HIT — Anthropic's own published assessment confirms Altman's claim direction.
  3. 2025-08-15hitAI labs deploy CBRN-content training data filtration
    How: Anthropic / OpenAI publicly disclose deploying classifier-based dataset filtration to scrub CBRN content from training
    Source: Anthropic alignment team blog (Aug 2025)conf 95%
    Notes: HIT — Industry response to validated risk; ~5% inference compute spent on bioweapons classifiers per Amodei.
  4. 2025-06-01 → 2026-12-31pendingOpen-source model with strong biology capability released
    How: Major open-weights model (Llama, Mistral, Qwen, DeepSeek class) released with biology benchmark performance approaching frontier closed models
    Source: Hugging Face leaderboards; major model release announcementsconf 85%
    Notes: Cascade — Open-source models present unique unfilterable risk per CSIS analysis.
  5. 2025-06-01 → 2027-06-30pendingFederal/international biosecurity AI policy proposal
    How: US (BIS, OSTP) or G7 announces formal AI-bio export control or know-your-customer rules for cloud compute access
    Source: US BIS rules; G7/G20 communiquesconf 65%
    Notes: Cascade — Policy follows risk validation; CSIS, Belfer, CNAS all calling for action.
  6. 2025-12-01 → 2027-12-31pendingFirst documented attempted misuse of AI for bio R&D
    How: Public incident report (FBI, biosecurity org) documents an attempted attack or near-miss where AI was used to assist novel pathogen design
    Source: FBI WMD Directorate; CDC; NTI; Council on Strategic Risksconf 40%
    Notes: Cascade — The endpoint Altman warns about. Detection challenge is significant.

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
LBP2026-05-10T02:00:02Z50.6%-1.2pp
Network propagation: 51.8% → 50.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z51.8%-1.8pp
Network propagation: 53.7% → 51.8%
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
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.6000.050-0.091
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.6000.050-0.055
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6000.050-0.048
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.039
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.6000.050-0.038

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%0.6200.050-0.020
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.019
prereqCMQ_002
By 2028, AI systems will reach 'independent researcher' leveSam Altman
31.4%0.5500.050-0.015
prereq241_043
ASI will arrive within 2 years to 5 years to this next decadPeter Diamandis
35.9%0.6500.050-0.010
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050+0.006

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)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
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 (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.689manifoldWhen will we see terrorism against AI?mentionspending2026-04-27
0.625arxivAn Infectious Disease Spread Simulation Based on Large Language Model Decision Makingmentionspending2026-06-04
0.611manifoldWill a Hantavirus Vaccine be created in 2026? [Polymarket]9%mentionspending2026-05-08
0.578manifoldWill the hantavirus pandemic market on manifold be used in governments to initiate drastic action against hantavirus?3%mentionspending2026-05-15
0.540polymarketHantavirus lab leak confirmed by June 30?1%mentionspending2026-05-07

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": "we're not that far away from a world where there are incredibly capable open source models that are very good at biology... terrorist groups using these models to try to create novel pathogens",
  "to_year": 2027,
  "cited_by": "Peter Diamandis",
  "verbatim": "we're not that far away from a world where there are incredibly capable open source models that are very good at biology. And the need for society to be resilient to terrorist groups using these models to try to create novel pathogens is like that's no longer a theoretical thing or it's not going to be for much longer.",
  "conv_cues": "not that far away; no longer theoretical",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Near-term",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "OpenAI April 2025 risk assessment flags 'high' biorisk capability",
      "notes": "HIT — OpenAI formally flagged 'high risks' substantially increasing likelihood of bioterrorist attacks. Validates Altman's 'no longer theoretical' framing.",
      "source": "ComputerUser — OpenAI says its next AI might be powerful enough to aid bioweapons",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://computeruser.com/openai-says-its-next-ai-might-be-powerful-enough-to-aid-bioweapons",
      "expected_date": "2025-04-30",
      "observed_date": "2025-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI publishes formal risk assessment concluding next models meet 'high' bio-risk threshold under their Preparedness Framework"
    },
    {
      "kind": "llm_pre_event",
      "label": "Anthropic Claude 3.7 Sonnet shows concerning bioweapon assistance",
      "notes": "HIT — Anthropic's own published assessment confirms Altman's claim direction.",
      "source": "Anthropic — Biorisk red team report",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://red.anthropic.com/2025/biorisk/",
      "expected_date": "2025-07-17",
      "observed_date": "2025-02-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-12-31",
        "from": "2025-02-01"
      },
      "measurement_criterion": "Anthropic publishes evaluation showing Claude 3.7 Sonnet 'demonstrates concerning improvements' in supporting biological weapons development"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI labs deploy CBRN-content training data filtration",
      "notes": "HIT — Industry response to validated risk; ~5% inference compute spent on bioweapons classifiers per Amodei.",
      "source": "Anthropic alignment team blog (Aug 2025)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://red.anthropic.com/2025/biorisk/",
      "expected_date": "2025-12-15",
      "observed_date": "2025-08-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2025-06-01"
      },
      "measurement_criterion": "Anthropic / OpenAI publicly disclose deploying classifier-based dataset filtration to scrub CBRN content from training"
    },
    {
      "kind": "llm_post_event",
      "label": "Open-source model with strong biology capability released",
      "notes": "Cascade — Open-source models present unique unfilterable risk per CSIS analysis.",
      "source": "Hugging Face leaderboards; major model release announcements",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2026-03-17",
      "research_origin": "training",
  
... (truncated)