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246_044predictionAIAI-scaling

Two outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years.

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

Prior probability
55.0%
Current probability
42.3%
evolves via intake + LBP
Conviction
3/5
Signal quality
B
Resolution
pending
Window
2026-04-30 – 2029-03-31
Edges in / out
6 / 0
Tickers exposed
37

Prediction text

Two outcomes: AI-driven destruction by terrorist OR Earth as shining jewel for thousands of years. | there's only two outcomes for the world. There's a world where a terrorist uses AI to destroy us all. And there's a world where the Earth is a shining jewel of perfection for thousands and thousands of years

Verbatim quote

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
there's only two outcomes for the world. There's a world where a terrorist uses AI to destroy us all. And there's a world where the Earth is a shining jewel of perfection for thousands and thousands of years

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
Calibration plot (stated vs observed)

Evidence about this node from Dave Blundin 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.3%

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: 2 fired ✓ · 6 pending
  1. 2026-01-31hitInternational AI Safety Report 2026 (Bengio-chaired) flags biological-weapons capability-safety gap as widening
    How: Bengio-chaired International AI Safety Report 2026 publication explicitly cites biological research as domain where capability-safety gap is most acute
    Source: deep_research_enrichedconf 95%
  2. 2026-03-27hitNY RAISE Act signed; EU AI Act high-risk rules take force August 2026
    How: Hochul signs RAISE Act for frontier AI models on March 27, 2026 (effective Jan 2027); EU AI Act core rules apply from August 2, 2026
    Source: deep_research_enrichedconf 95%
  3. 2026-10-19pendingQ1 window check-in (25%)
  4. 2026-06-01 → 2027-12-31pendingFrontier-lab evaluation milestone — labs publicly report unsafe-eval-bypass incidents of pre-deployment models
    How: Two-plus frontier labs publicly disclose eval-bypass / sandbagging behavior in pre-deployment red-teams (per IAISR 2026 trend)
    Source: deep_research_enrichedconf 60%
  5. 2027-04-09pendingQ2 window check-in (50%)
  6. 2026-06-01 → 2028-12-31pendingFirst credibly attributed AI-uplifted bio/cyber catastrophic-threshold incident (or absence thereof)
    How: Any state or non-state actor uses frontier AI as material accelerant in WMD-class incident OR window closes with no such incident publicly attributed; either resolution materially shifts trajectory
    Source: deep_research_enrichedconf 50%
  7. 2027-09-28pendingQ3 window check-in (75%)
  8. 2027-01-01 → 2029-03-31pendingInternational binding-treaty-level AI safety mechanism (Politburo / G7 / UN level) ratified or near-ratified
    How: Multilateral binding (or de-facto binding) frontier-AI safety regime with verification — analog to NPT-IAEA model — agreed by US/EU/China/UK; resolves which fork (catastrophe vs jewel) is on track
    Source: deep_research_enrichedconf 35%

No downstream cascades — this prediction is a leaf in the dependency graph.

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: 42%)

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
LBP2026-05-10T02:00:02Z42.3%-1.7pp
Network propagation: 44.0% → 42.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z44.0%-3.4pp
Network propagation: 47.5% → 44.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z47.5%-2.6pp
Network propagation: 50.0% → 47.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.0%-5.0pp
Network propagation: 55.0% → 50.0%
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
prereqS_AGI_MID_2029
AGI mid: Kurzweil 2029 path
35.0%0.5500.050-0.198
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.077
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.550+0.067
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.052
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.550-0.048

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.639manifoldHow will reading "If Anyone Builds It, Everyone Dies: Why Superhuman AI Would Kill Us All" affect my P(Doom)?mentionspending2026-05-17

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "PROPHECY",
  "role": "Host",
  "context": "there's only two outcomes for the world. There's a world where a terrorist uses AI to destroy us all. And there's a world where the Earth is a shining jewel of perfection for thousands and thousands of years",
  "verbatim": "there's only two outcomes for the world. There's a world where a terrorist uses AI to destroy us all. And there's a world where the Earth is a shining jewel of perfection for thousands and thousands of years",
  "conv_cues": "two likely outcomes",
  "direction": "MIXED",
  "timeframe": "Long-term",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "International AI Safety Report 2026 (Bengio-chaired) flags biological-weapons capability-safety gap as widening",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://internationalaisafetyreport.org/publication/international-ai-safety-report-2026",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Bengio-chaired International AI Safety Report 2026 publication explicitly cites biological research as domain where capability-safety gap is most acute"
    },
    {
      "kind": "llm_pre_event",
      "label": "NY RAISE Act signed; EU AI Act high-risk rules take force August 2026",
      "source": "deep_research_enriched",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.wiley.law/alert-New-York-Finalizes-RAISE-Act-for-Frontier-AI-Models-Law-Takes-Effect-January-1-2027",
      "expected_date": "2026-03-27",
      "observed_date": "2026-03-27",
      "research_origin": "deep_research",
      "measurement_criterion": "Hochul signs RAISE Act for frontier AI models on March 27, 2026 (effective Jan 2027); EU AI Act core rules apply from August 2, 2026"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-10-19",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier-lab evaluation milestone — labs publicly report unsafe-eval-bypass incidents of pre-deployment models",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://internationalaisafetyreport.org/publication/2026-report-extended-summary-policymakers",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Two-plus frontier labs publicly disclose eval-bypass / sandbagging behavior in pre-deployment red-teams (per IAISR 2026 trend)"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2027-04-09",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "First credibly attributed AI-uplifted bio/cyber catastrophic-threshold incident (or absence thereof)",
      "source": "deep_research_enriched",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://safe.ai/ai-risk",
      "expected_date": "2027-09-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2026-06-01"
      },
      "measurement_
... (truncated)