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248_012predictionAIAI-scaling

AI incidents documented harms will go up way higher beyond the already-reported rise.

Predictor: Dave Blundin · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
10 / 5
Tickers exposed
37

Prediction text

AI incidents documented harms will go up way higher beyond the already-reported rise. | if you look at the last bullet AI incidents, you know, that's going up, but it's going to go way way up.

Verbatim quote

From episode "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248"
if you look at the last bullet AI incidents, you know, that's going up, but it's going to go way way up.

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 60%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 49.5%

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 ✓
  1. 2025-10-31hitAI Incident Database YoY growth surpasses 50%
    How: Stanford AI Index / TIME / Our World in Data report ≥50% YoY growth in documented AI incidents through October 2025
    Source: https://time.com/7346091/ai-harm-risk/ — incidents already surpassed 2024 total in first 10 months of 2025conf 97%
    Notes: HIT — Stanford AI Index confirms incidents up 50%+ YoY 2022→2024 and exceeded 2024 total within 10 months of 2025.
  2. 2026-01-31hitAI Incident Database adds ≥100 new incidents in three-month window
    How: AI Incident Database adds 100+ new incident IDs in a three-month rolling window (e.g., Nov 2025 - Jan 2026)
    Source: https://incidentdatabase.ai/blog/incident-report-2025-november-december-2026-january/ — 108 new incident IDs added Nov 2025 - Jan 2026conf 99%
    Notes: HIT — 108 incidents IDs added in the Nov-Jan window.
  3. 2026-04-15hitStanford AI Index 2026 documents 8x growth in malicious-actor AI use vs 2022
    How: Stanford AI Index 2026 release reports malicious-actor AI use rose 8x or more since 2022
    Source: https://time.com/7346091/ai-harm-risk/conf 95%
    Notes: HIT — 8-fold growth in malicious-actor AI use since 2022 documented.
  4. 2026-04-01hitDeepfake-driven incidents continue to outnumber autonomous vehicle / facial recognition incidents
    How: Stanford AI Index / OECD AI Incidents Monitor / TIME data confirm deepfake video incidents continue exceeding combined autonomous vehicle + facial recognition + content moderation incidents
    Source: OECD AI Incidents Monitor, Stanford AI Index 2026conf 85%
    Notes: HIT — TIME / Our World in Data confirm deepfake-related incidents now outnumber the prior top 3 categories combined.
  5. 2026-08-01 → 2027-08-31pendingMajor regulatory reporting requirement (EU AI Act incident reporting / US executive order) goes live
    How: EU AI Act mandatory incident reporting provisions or equivalent US federal incident-reporting program enters full enforcement, materially increasing the database denominator
    Source: EU AI Act timeline, US OSTP / NIST AISI announcementsconf 55%
    Notes: Mandatory reporting would step-change the documented-harms count, directly evidencing 'way way up'.

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: 50%)

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
LBP2026-05-10T02:00:02Z49.5%-1.2pp
Network propagation: 50.7% → 49.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z50.7%-2.2pp
Network propagation: 52.9% → 50.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z52.9%-2.9pp
Network propagation: 55.8% → 52.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z55.8%-4.2pp
Network propagation: 60.0% → 55.8%
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%0.0500.600-0.088
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6000.050-0.076
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6000.050-0.075
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.600-0.060
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq248_040
Pausing AI will fail and only accelerate race dynamics.Alex Wissner-Gross
53.0%0.9200.050-0.056
prereq247_023
AI will be able to do everything a white collar worker does Dave Blundin
40.8%0.7200.050-0.031
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.018
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050+0.013
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.010

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
prereq248_040Pausing AI will fail and only accelerate race dynamics.AI
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

Linked documents (9)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=LVvleNtllPk",
  "mode": "PREDICTION",
  "role": "Host",
  "context": "AI incidents, you know, that's going up, but it's going to go way way up.",
  "to_year": 2026,
  "verbatim": "if you look at the last bullet AI incidents, you know, that's going up, but it's going to go way way up.",
  "conv_cues": "it's going to go way way up",
  "direction": "UP",
  "from_year": 2026,
  "timeframe": "near-term trend",
  "conv_level": "HIGH",
  "milestones": [
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      "kind": "llm_pre_event",
      "label": "AI Incident Database YoY growth surpasses 50%",
      "notes": "HIT — Stanford AI Index confirms incidents up 50%+ YoY 2022→2024 and exceeded 2024 total within 10 months of 2025.",
      "source": "https://time.com/7346091/ai-harm-risk/ — incidents already surpassed 2024 total in first 10 months of 2025",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
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      "expected_date": "2025-10-31",
      "observed_date": "2025-10-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Stanford AI Index / TIME / Our World in Data report ≥50% YoY growth in documented AI incidents through October 2025"
    },
    {
      "kind": "llm_pre_event",
      "label": "AI Incident Database adds ≥100 new incidents in three-month window",
      "notes": "HIT — 108 incidents IDs added in the Nov-Jan window.",
      "source": "https://incidentdatabase.ai/blog/incident-report-2025-november-december-2026-january/ — 108 new incident IDs added Nov 2025 - Jan 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
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      "source_url": "https://incidentdatabase.ai/blog/incident-report-2025-november-december-2026-january/",
      "expected_date": "2026-01-31",
      "observed_date": "2026-01-31",
      "research_origin": "deep_research",
      "measurement_criterion": "AI Incident Database adds 100+ new incident IDs in a three-month rolling window (e.g., Nov 2025 - Jan 2026)"
    },
    {
      "kind": "prereq",
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      "source_id": "SEM_011",
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    },
    {
      "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": -4,
      "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": -3,
      "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": -2,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Stanford AI Index 2026 documents 8x growth in malicious-actor AI use vs 2022",
      "notes": "HIT — 8-fold growth in malicious-actor AI use since 2022 documented.",
      "source": "https://time.com/7346091/ai-harm-risk/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https:
... (truncated)