We WILL figure out AI safety/regulation but only after something really bad happens.
Predictor: Dave Blundin · ep#246 "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246" · source
Prediction text
We WILL figure out AI safety/regulation but only after something really bad happens. | we're not going to figure it out until after something really bad happens.
Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count
Verbatim quote
we're not going to figure it out until after something really bad happens.
Predictor: Dave Blundin
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: regulatory_freeze_window
Major-country regulatory pause/moratorium on AI capability research lasting >6 months
Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.
Probability over time
Milestone chain
- 2025-12-11hitTrump executive order preempts state AI laws (Dec 2025)How: Trump signs EO 'Ensuring a National Policy Framework for Artificial Intelligence' that preempts state AI laws deemed inconsistentSource: King & Spalding — Trump executive order December 11, 2025conf 99%Notes: HIT — but in OPPOSITE direction: Trump EO LIGHTENS regulation pre-incident. This sets up the Blundin scenario where regulation only comes post-incident.
- 2026-01-01hitCalifornia SB 53 (TFAIA) requires critical safety incident reportingHow: California Transparency in Frontier AI Act takes effect requiring critical safety incident reporting from frontier model providers — first US state-level frontier AI safety lawSource: King & Spalding — New State AI Laws Effective January 1, 2026conf 99%Notes: HIT — SB 53 effective Jan 1, 2026. First state law that codifies 'something bad happens' incident-reporting framework. Pre-incident not post-incident, contra Blundin's framing.
- 2026-03-24hitSora 2 deepfake election interference triggers regulatory responseHow: OECD AI Incident database, OpenAI corporate response, or US/EU regulator formal action — Sora pulled from market or formally constrained due to election deepfake misuseSource: OPB / NPR — OpenAI pulls plug on Sora over deepfake concerns (March 24, 2026)conf 95%Notes: HIT — first 'something bad happened' moment with public corporate response. Sora pulled BEFORE regulator action — vendor self-regulated. OECD AI Incident #2026-03-28-b14f documents 2026 US midterm election deepfake misuse.
- 2026-01-30hitInternational AI Safety Report 2026 documents catastrophic risk pathwaysHow: International AI Safety Report 2026 (Bengio et al.) publishes documenting catastrophic risk pathways — biological, cyber, autonomous loss-of-controlSource: Hogan Lovells — International AI Safety Report 2026conf 85%Notes: HIT — formal catastrophic risk taxonomy. Sets framework for what 'something really bad' could mean.
- 2027-02-14pendingQ1 window check-in (25%)
- 2026-09-01 → 2028-12-31pendingFederal AI safety bill passes Congress post-major incidentHow: US Congress passes binding federal AI safety legislation following a high-profile incident — biological weapon, critical infrastructure attack, or election-decisive disinformationSource: Anticipated — Congress.gov, MIT Technology Reviewconf 55%Notes: Direct test of Blundin's thesis — federal action requires post-incident catalyst given Trump EO's preemptive light-touch posture.
- 2027-12-02pendingQ2 window check-in (50%)
- 2028-09-18pendingQ3 window check-in (75%)
No downstream cascades — this prediction is a leaf in the dependency graph.
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 | S_HUMANOID_CONSUMER_2030 Humanoid R3: 1M+ consumer by Nov 2030 | 20.0% | 0.650 | 0.050 | -0.276 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.650 | +0.144 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.650 | +0.132 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.650 | +0.114 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.650 | +0.024 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (9)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | S_HUMANOID_CONSUMER_2030 | Humanoid R3: 1M+ consumer by Nov 2030 | humanoid_deployment | — |
| correlate | S_NO_AI_PAUSE_5Y | No major AI pause through 2031 | ai_regulatory_pause | — |
| correlate | S_AI_PAUSE_2028 | AI pause beginning 2028 | ai_regulatory_pause | — |
| correlate | S_AI_PAUSE_2027 | AI pause beginning 2027 | ai_regulatory_pause | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Linked documents (1)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.569 | gdelt | unfortunately we will not be talking about safety details of any specific product | — | mentions | pending | 2026-04-30 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
"mode": "PROPHECY",
"role": "Host",
"context": "But we'll figure it out. But we're not going to figure it out until after something really bad happens.",
"verbatim": "we're not going to figure it out until after something really bad happens.",
"direction": "HAPPEN",
"timeframe": "Indeterminate near-term",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Trump executive order preempts state AI laws (Dec 2025)",
"notes": "HIT — but in OPPOSITE direction: Trump EO LIGHTENS regulation pre-incident. This sets up the Blundin scenario where regulation only comes post-incident.",
"source": "King & Spalding — Trump executive order December 11, 2025",
"status": "hit",
"weight": 0.4,
"ordinal": -9,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.kslaw.com/news-and-insights/new-state-ai-laws-are-effective-on-january-1-2026-but-a-new-executive-order-signals-disruption",
"expected_date": "2025-12-11",
"observed_date": "2025-12-11",
"research_origin": "deep_research",
"measurement_criterion": "Trump signs EO 'Ensuring a National Policy Framework for Artificial Intelligence' that preempts state AI laws deemed inconsistent"
},
{
"kind": "llm_pre_event",
"label": "California SB 53 (TFAIA) requires critical safety incident reporting",
"notes": "HIT — SB 53 effective Jan 1, 2026. First state law that codifies 'something bad happens' incident-reporting framework. Pre-incident not post-incident, contra Blundin's framing.",
"source": "King & Spalding — New State AI Laws Effective January 1, 2026",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.kslaw.com/news-and-insights/new-state-ai-laws-are-effective-on-january-1-2026-but-a-new-executive-order-signals-disruption",
"expected_date": "2026-01-01",
"observed_date": "2026-01-01",
"research_origin": "deep_research",
"measurement_criterion": "California Transparency in Frontier AI Act takes effect requiring critical safety incident reporting from frontier model providers — first US state-level frontier AI safety law"
},
{
"kind": "llm_pre_event",
"label": "Sora 2 deepfake election interference triggers regulatory response",
"notes": "HIT — first 'something bad happened' moment with public corporate response. Sora pulled BEFORE regulator action — vendor self-regulated. OECD AI Incident #2026-03-28-b14f documents 2026 US midterm election deepfake misuse.",
"source": "OPB / NPR — OpenAI pulls plug on Sora over deepfake concerns (March 24, 2026)",
"status": "hit",
"weight": 0.4,
"ordinal": -7,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.opb.org/article/2026/03/24/openai-pulls-the-plug-on-sora-the-viral-ai-video-app-that-sparked-deepfake-concerns/",
"expected_date": "2026-04-09",
"observed_date": "2026-03-24",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-04-26",
"from": "2026-03-24"
},
"measurement_criterion": "OECD AI Incident database, OpenAI corporate response, or US/EU regulator formal action — Sora pulled from market or formally constrained due to election deepfake misuse"
},
{
"kind": "llm_post_event",
"label": "International AI Safety Report 2026 documents catastrophic risk pathways",
"notes": "HIT — formal catastrophic risk taxonomy. Sets framework for what 'something really bad' could mean.",
"source": "Hogan Lovells — International AI Safety Report 2026",
"status": "hit",
"weight": 0.4,
"ordinal": -6,
"source_id": null,
"confidence": 0.85,
"source_url": "https://www.hoganlovells.com/en/publica
... (truncated)