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248_011predictionAIAI-scaling

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

Prior probability
65.0%
Current probability
60.3%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
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

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: ai_catastrophic_misuse_1y

Linked

Frontier AI used in successful catastrophic-class (bio/cyber/chem) attack within 1y of capability claim

Base rate
1/20 historical
Inside weight
Outside weight
no pull
inside 60.3% → blend 60.3% 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

6 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-102026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 60.3%

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: 7 fired ✓ · 2 pending
  1. 2026-03-18hitFrontier labs hire weapons specialists with chemical/radiological expertise
    How: Anthropic and OpenAI publicly post or fill roles requiring 5+ years CBRN weapons defense experience
    Source: Euronews — Anthropic and OpenAI hiring weapons specialistsconf 99%
  2. 2026-03-31hitMajor frontier-lab safety eval publicly admits inability to prove bioweapon safety
    How: OpenAI, Anthropic, or DeepMind publishes pre-release safety eval where bioweapon misuse risk could not be ruled out and additional safeguards were added
    Source: 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.
  3. 2026-04-29hitIndependent journalism documents AI chatbot bioweapon synthesis instructions
    How: Major outlet (NYT/WaPo/Reuters/Bloomberg) publishes investigation showing >=3 frontier chatbots producing actionable bioweapon synthesis content
    Source: 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'.
  4. 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 synthesis
    Source: CSIS — Strengthen US Biosecurity from AI-Enabled Bioterrorismconf 45%
  5. 2026-06-01 → 2027-06-30pendingRegulatory response: at least one government imposes mandatory CBRN red-teaming for frontier models
    How: EU AI Office, UK AISI, US NIST/DHS, or equivalent issues binding rule requiring CBRN safety evaluation prior to frontier-model release
    Source: Stimson Center — Harnessing AI to Move from Threat to Threat Reductionconf 55%

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: 60%)

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
LBP2026-05-24T02:00:02Z60.3%-6.9pp
Network propagation: 67.2% → 60.3%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
intake_event_update2026-05-21T23:15:16Z67.2%+13.5pp
intake:7afeeb9a-f217-4dd2-b910-24ff14bdfc39 bayesian_v2 inside=0.672 blend=0.672 LLR=0.569 κ=0.82 no_blend
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
}
LBP2026-05-10T02:00:02Z53.6%-1.3pp
Network propagation: 55.0% → 53.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z55.0%-2.4pp
Network propagation: 57.4% → 55.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z57.4%-3.1pp
Network propagation: 60.5% → 57.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.5%-4.5pp
Network propagation: 65.0% → 60.5%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.650-0.163
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6500.050-0.150
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6500.050-0.150
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.650-0.133
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.6500.050-0.107

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.062
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050+0.056
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.041
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050+0.027
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050+0.020

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
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_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
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 (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq247_023AI will be able to do everything a white collar worker does imminentlyAI
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.699manifoldWhen will we see terrorism against AI?mentionspending2026-04-27
0.593manifoldWill the Mechanize.work team have to hire bodyguards/bomb scanners by EOY2031?18%mentionspending2026-05-12

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)