← Cockpit
246_055predictionAIAI-scaling

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

Prior probability
65.0%
Current probability
44.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-04-30 – 2030-11-30
Edges in / out
9 / 0
Tickers exposed
37

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

From episode "SpaceX Goes Public, Claude's Mythos Release, and the US Data Center Delay | EP #246"
we're not going to figure it out until after something really bad happens.

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: regulatory_freeze_window

Linked via embedding similarity 0.630

Major-country regulatory pause/moratorium on AI capability research lasting >6 months

Base rate
5.0%
0/4 historical
Inside weight
Outside weight
no pull
inside 44.6% → blend 44.6% 0.0pp)

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

8 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-032026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 44.6%

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: 4 fired ✓ · 5 pending
  1. 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 inconsistent
    Source: 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.
  2. 2026-01-01hitCalifornia SB 53 (TFAIA) requires critical safety incident reporting
    How: 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
    Source: 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.
  3. 2026-03-24hitSora 2 deepfake election interference triggers regulatory response
    How: 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
    Source: 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.
  4. 2026-01-30hitInternational AI Safety Report 2026 documents catastrophic risk pathways
    How: International AI Safety Report 2026 (Bengio et al.) publishes documenting catastrophic risk pathways — biological, cyber, autonomous loss-of-control
    Source: Hogan Lovells — International AI Safety Report 2026conf 85%
    Notes: HIT — formal catastrophic risk taxonomy. Sets framework for what 'something really bad' could mean.
  5. 2027-02-14pendingQ1 window check-in (25%)
  6. 2026-09-01 → 2028-12-31pendingFederal AI safety bill passes Congress post-major incident
    How: US Congress passes binding federal AI safety legislation following a high-profile incident — biological weapon, critical infrastructure attack, or election-decisive disinformation
    Source: 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.
  7. 2027-12-02pendingQ2 window check-in (50%)
  8. 2028-09-18pendingQ3 window check-in (75%)
  9. 2028-12-31pendingScenario fires: AI pause beginning 2028

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: 45%)

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
LBP2026-05-24T02:00:02Z44.6%+1.1pp
Network propagation: 43.4% → 44.6%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z43.4%+2.3pp
Network propagation: 41.2% → 43.4%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z41.2%+4.4pp
Network propagation: 36.7% → 41.2%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.7%+8.1pp
Network propagation: 28.7% → 36.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z28.7%+15.3pp
Network propagation: 13.3% → 28.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z13.3%-15.3pp
reference_class_assigned bayesian_v2 inside=0.650 blend=0.133 w_in=0.30 regulatory_freeze_window
LBP2026-04-30T02:18:57Z28.6%+15.3pp
Network propagation: 13.3% → 28.6%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z13.3%-51.7pp
reference_class_assigned bayesian_v2 inside=0.650 blend=0.133 w_in=0.30 regulatory_freeze_window

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_HUMANOID_CONSUMER_2030
Humanoid R3: 1M+ consumer by Nov 2030
20.0%0.6500.050-0.276
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.144
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.650+0.132
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.650+0.114
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.650+0.024

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (9)

Predictions that must hit first
TypePredTitleDomainLag
prereqS_HUMANOID_CONSUMER_2030Humanoid R3: 1M+ consumer by Nov 2030humanoid_deployment
correlateS_NO_AI_PAUSE_5YNo major AI pause through 2031ai_regulatory_pause
correlateS_AI_PAUSE_2028AI pause beginning 2028ai_regulatory_pause
correlateS_AI_PAUSE_2027AI pause beginning 2027ai_regulatory_pause
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
0.569gdeltunfortunately we will not be talking about safety details of any specific productmentionspending2026-04-30

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": "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)