Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year.
Predictor: Dave Blundin · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source
Prediction text
Frontier AI models will become a terrorist, bioweapon, and chemical weapon threat this year. | it's inevitable that the the models become so smart this year that they become a terrorist threat. They become a bioweapon threat. They become a chemical weapon threat.
Verbatim quote
it's inevitable that the the models become so smart this year that they become a terrorist threat. They become a bioweapon threat. They become a chemical weapon threat.
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: ai_catastrophic_misuse_1y
Frontier AI used in successful catastrophic-class (bio/cyber/chem) attack within 1y of capability claim
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
- 2026-03-18hitFrontier labs hire weapons specialists with chemical/radiological expertiseHow: Anthropic and OpenAI publicly post or fill roles requiring 5+ years CBRN weapons defense experienceSource: Euronews — Anthropic and OpenAI hiring weapons specialistsconf 99%
- 2026-03-31hitMajor frontier-lab safety eval publicly admits inability to prove bioweapon safetyHow: OpenAI, Anthropic, or DeepMind publishes pre-release safety eval where bioweapon misuse risk could not be ruled out and additional safeguards were addedSource: International AI Safety Report 2026 (Bengio et al.)conf 95%Notes: HIT — OpenAI, Google DeepMind, Anthropic all tested whether someone could use AI to create bioweapon and could not prove safety. Released anyway with extra safeguards.
- 2026-04-29hitIndependent journalism documents AI chatbot bioweapon synthesis instructionsHow: Major outlet (NYT/WaPo/Reuters/Bloomberg) publishes investigation showing >=3 frontier chatbots producing actionable bioweapon synthesis contentSource: ResultSense: AI chatbots walk experts through bioweapon plansconf 95%Notes: HIT — NYT investigation of 12+ transcripts showing ChatGPT, Gemini, Claude describing pathogen synthesis. Stanford/MIT/JHU experts confirmed 'remarkably creative and realistic'.
- 2026-05-01 → 2026-12-31pendingFirst documented real-world incident of AI-assisted CBRN attempt (attempted, not necessarily successful)How: Law-enforcement agency (FBI, Europol, equivalent) publicly attributes a thwarted/attempted CBRN incident to AI-assisted planning or synthesisSource: CSIS — Strengthen US Biosecurity from AI-Enabled Bioterrorismconf 45%
- 2026-06-01 → 2027-06-30pendingRegulatory response: at least one government imposes mandatory CBRN red-teaming for frontier modelsHow: EU AI Office, UK AISI, US NIST/DHS, or equivalent issues binding rule requiring CBRN safety evaluation prior to frontier-model releaseSource: Stimson Center — Harnessing AI to Move from Threat to Threat Reductionconf 55%
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
Raw metadata
{
"trf": 0.5347559889148638,
"kappa": 0.8214,
"base_rate": null,
"predictor": "Dave Blundin",
"total_llr": 0.6931471805599453,
"bayesian_v2": true,
"prior_logit": 0.1461114866011761,
"bayes_factor": "1.8:1 favoring",
"blend_reason": "no reference_class linked",
"inside_prior": 0.5364630252763523,
"kappa_source": "predictor_table",
"blend_applied": false,
"contributions": [
{
"llr": 0.6931471805599453,
"kappa": 0.8214,
"label": "Anthropic explicitly acknowledging cyber threat capability tier in frontier models.",
"adjusted_llr": 0.5693510941119391
}
],
"evidence_kind": "intake_event_update",
"inside_source": "history_v2",
"inside_weight": 1,
"outside_weight": 0,
"posterior_prob": 0.6716070649689169,
"evidence_origin": "daily_intake",
"llm_suggestions": [
{
"polarity": "corroborates",
"status_change": "in_progress",
"evidence_strength": "moderate",
"delta_prob_suggestion": 0.03
}
],
"posterior_logit": 0.7154625807131152,
"predictor_brier": 0.0491,
"evidence_doc_ids": [],
"inside_posterior": 0.6716070649689169,
"blended_posterior": 0.6716070649689169,
"reference_class_id": null,
"total_adjusted_llr": 0.5693510941119391,
"predictor_n_resolved": 9
}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 |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.650 | -0.163 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.650 | 0.050 | -0.150 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.650 | 0.050 | -0.150 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.650 | -0.133 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.650 | 0.050 | -0.107 |
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 | +0.062 |
| prereq | 244_019 Peter's son won't need a driver's license in 2 years — Peter Diamandis | 48.4% | 0.920 | 0.050 | +0.056 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | +0.041 |
| prereq | 242_031 Most large companies' business models will be disrupted in 2 — Peter Diamandis | 36.1% | 0.650 | 0.050 | +0.027 |
| prereq | 247_023 AI will be able to do everything a white collar worker does — Dave Blundin | 40.8% | 0.720 | 0.050 | +0.020 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| 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 | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| 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 (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 244_019 | Peter's son won't need a driver's license in 2 years | Auto/Transport | — |
| prereq | 247_023 | AI will be able to do everything a white collar worker does imminently | AI | — |
| prereq | 232_055 | We're exiting the industrial age permanently as recursive self-improvement unfolds. | AI | — |
| prereq | 242_031 | Most large companies' business models will be disrupted in 2-5 years | Markets/Stocks | — |
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
Linked documents (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.699 | manifold | When will we see terrorism against AI? | — | mentions | pending | 2026-04-27 |
| 0.593 | manifold | Will the Mechanize.work team have to hire bodyguards/bomb scanners by EOY2031? | 18% | mentions | pending | 2026-05-12 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=LVvleNtllPk",
"mode": "PREDICTION",
"role": "Host",
"context": "it's inevitable that the the models become so smart this year that they become a terrorist threat. They become a bioweapon threat. They become a chemical weapon threat.",
"to_year": 2026,
"verbatim": "it's inevitable that the the models become so smart this year that they become a terrorist threat. They become a bioweapon threat. They become a chemical weapon threat.",
"conv_cues": "it's inevitable",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "this year (2026)",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "Frontier labs hire weapons specialists with chemical/radiological expertise",
"source": "Euronews — Anthropic and OpenAI hiring weapons specialists",
"status": "hit",
"weight": 0.4,
"ordinal": -9,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.euronews.com/next/2026/03/18/anthropic-and-openai-are-hiring-weapons-specialists-to-prevent-catastrophic-misuse",
"expected_date": "2026-03-18",
"observed_date": "2026-03-18",
"research_origin": "deep_research",
"measurement_criterion": "Anthropic and OpenAI publicly post or fill roles requiring 5+ years CBRN weapons defense experience"
},
{
"kind": "llm_pre_event",
"label": "Major frontier-lab safety eval publicly admits inability to prove bioweapon safety",
"notes": "HIT — OpenAI, Google DeepMind, Anthropic all tested whether someone could use AI to create bioweapon and could not prove safety. Released anyway with extra safeguards.",
"source": "International AI Safety Report 2026 (Bengio et al.)",
"status": "hit",
"weight": 0.4,
"ordinal": -8,
"source_id": null,
"confidence": 0.95,
"source_url": "https://www.inthacity.com/blog/tech/ai/ai-can-now-make-biological-weapons-safety-report-2026/",
"expected_date": "2026-04-15",
"observed_date": "2026-03-31",
"research_origin": "deep_research",
"measurement_criterion": "OpenAI, Anthropic, or DeepMind publishes pre-release safety eval where bioweapon misuse risk could not be ruled out and additional safeguards were added"
},
{
"kind": "prereq",
"label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
"status": "hit",
"weight": 0.5,
"ordinal": -7,
"source_id": "SEM_011",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
"status": "hit",
"weight": 0.5,
"ordinal": -6,
"source_id": "SEM_027",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "prereq",
"label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
"status": "hit",
"weight": 0.5,
"ordinal": -5,
"source_id": "SEM_014",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"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": -4,
"source_id": "SEM_012",
"expected_date": "2026-04-29",
"observed_date": "2026-04-29"
},
{
"kind": "llm_pre_event",
"label": "Independent journalism documents AI chatbot bioweapon synthesis instructions",
"notes": "HIT — NYT investigation of 12+ transcripts showing ChatGPT, Gemini, Claude describing pathogen synthe
... (truncated)