We will see humanoid robot threats alongside the current Sam Altman backlash.
Predictor: Salim Ismail · ep#248 "Sam Altman's Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248" · source
Prediction text
We will see humanoid robot threats alongside the current Sam Altman backlash. | You know, we haven't even gotten a humanoid robot threat, right?
Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count
Verbatim quote
You know, we haven't even gotten a humanoid robot threat, right?
Predictor: Salim Ismail
Calibration plot (stated vs observed)
Evidence about this node from Salim Ismail 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: humanoid_commercial_volume
>10,000 unit cumulative deployment of humanoid robot SKU within 3 years of debut
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
- 2026-05-01 → 2027-06-30pendingMajor US/EU news incident: humanoid robot injures human at consumer-facing eventHow: AP/Reuters/major outlet reports a humanoid robot (Optimus, Figure, 1X, Apptronik, Unitree H1, etc.) injuring a member of the public in a US/EU venue, distinct from existing China demo incidents.Source: https://www.eweek.com/news/china-robot-grabs-student-campus-performance-apac/conf 55%
- 2026-06-01 → 2027-12-31pendingASTM/ISO publishes first humanoid-specific safety standardHow: ASTM International or ISO publishes a humanoid-robot-specific safety standard (distinct from generic industrial robot standards) addressing tip-overs, force limits, public-area operation.Source: https://www.techjournal.uk/p/astm-calls-for-urgent-safety-standardsconf 70%
- 2026-06-01 → 2027-12-31pendingFirst US state introduces legislation regulating humanoid robots in public spacesHow: Bill introduced in any US state legislature explicitly regulating humanoid-robot operation in public spaces (registration, liability, insurance, geofencing) — distinct from broader AI/AV laws.Source: https://www.hilldickinson.com/our-view/articles/humanoid-robots-and-the-law-preparing-for-a-new-era-of-risk/conf 60%
- 2026-06-01 → 2027-12-31pendingPolling shows majority of Americans 'concerned' about humanoid robots in publicHow: Pew Research, Gallup, or Edelman Trust Barometer national poll reports >50% of US adults express concern about humanoid robots, distinct from general AI sentiment.Source: https://roboticsandautomationnews.com/2026/03/31/why-chinas-new-humanoid-robot-standards-could-change-the-industry/100263/conf 65%
- 2026-06-01 → 2027-12-31pendingCybersecurity firm publishes proof-of-concept exploit for production humanoid robot fleetHow: Mandiant, Crowdstrike, Trend Micro, or similar firm publishes named CVE or research demonstrating remote control or hijack of a deployed humanoid robot model.Source: https://www.darkreading.com/ics-ot-security/cybersecurity-risks-humanoid-robotsconf 55%
- 2027-01-01 → 2028-12-31pendingCascade: Federal humanoid-robot regulation hearing held in US CongressHow: US House or Senate committee holds named hearing specifically focused on humanoid-robot safety, with industry executives subpoenaed or invited to testify.Source: https://diginomica.com/humanoid-robotics-part-two-robot-reports-are-coming-warning-warningconf 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
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 | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | 22.0% | 0.050 | 0.500 | +0.060 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.500 | 0.050 | +0.051 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.500 | 0.050 | +0.043 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.500 | 0.050 | +0.037 |
| prereq | 234_012 Anthropic revenue will cross OpenAI revenue in middle of 202 — Peter Diamandis | 67.1% | 0.500 | 0.050 | +0.008 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 235_019 Fast food chains will bring in humanoid robots very shortly — Peter Diamandis | 12.8% | 0.650 | 0.050 | +0.132 |
| prereq | 247_043 Humanoid robots will be utterly transformative for 2/3 of US — Alex Wissner-Gross | 26.2% | 0.500 | 0.050 | -0.055 |
| prereq | 241_029 Humanoid robot assembly of rockets is beyond current robots — Eric Schmidt | 27.9% | 0.600 | 0.050 | -0.037 |
| prereq | 240_037 Amazon Zoox Robotaxi will launch in LA in 2027 — Peter Diamandis | 23.5% | 0.650 | 0.050 | +0.024 |
| prereq | 239_011 Optimus 3 production starts summer 2026 — Elon Musk | 22.5% | 0.550 | 0.050 | -0.000 |
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (7)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 234_012 | Anthropic revenue will cross OpenAI revenue in middle of 2026 | Markets/Stocks | — |
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | 247_042 | Professional Robotics League first US match on April 19, 2026 in Boston | Robotics | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| 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 | — |
| correlate | S_HUMANOID_MASS_2033 | Humanoid R4: 10M+ cumulative by Dec 2033 | humanoid_deployment | — |
| killer | TK08 | Humanoid Capital Collapse (Figure/Apptronik Flop) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_019 | Fast food chains will bring in humanoid robots very shortly to replace workers. | Robotics | — |
| prereq | 240_037 | Amazon Zoox Robotaxi will launch in LA in 2027 | Auto/Transport | — |
| prereq | 241_029 | Humanoid robot assembly of rockets is beyond current robots for a long time | Robotics | — |
| prereq | 239_011 | Optimus 3 production starts summer 2026 | Robotics | — |
| prereq | 247_043 | Humanoid robots will be utterly transformative for 2/3 of US services sector | Robotics | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.682 | manifold | Will @EliezerYudkowsky pose in a five-guys-wearing-fedoras-behind-Aella-who-is-on-a-sofa picture before 2027? | 21% | mentions | pending | 2026-05-06 |
| 0.643 | github_release | huggingface/transformers v5.6.1 | — | mentions | pending | 2026-04-23 |
| 0.630 | github_release | huggingface/transformers v4.57.3 | — | mentions | pending | 2025-11-25 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-05-17 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-05-24 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-05-10 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-05-03 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-04-25 |
| 0.629 | manifold | Who of the unstable SMP will post this week? | — | mentions | pending | 2026-06-01 |
| 0.622 | github_release | huggingface/transformers v5.5.1 | — | mentions | pending | 2026-04-09 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=LVvleNtllPk",
"mode": "PREDICTION",
"role": "Host",
"context": "we haven't even gotten a humanoid robot threat, right?",
"to_year": 2026,
"verbatim": "You know, we haven't even gotten a humanoid robot threat, right?",
"direction": "HAPPEN",
"from_year": 2026,
"timeframe": "future",
"conv_level": "MEDIUM",
"milestones": [
{
"kind": "prereq",
"label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
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},
{
"kind": "event",
"label": "We will see humanoid robot threats alongside the current Sam Altman backlash.",
"status": "pending",
"weight": 1,
"ordinal": 0,
"source_id": "248_038",
"expected_date": "2026-06-16",
"observed_date": null
},
{
"kind": "cascade",
"label": "Optimus 3 production starts summer 2026",
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},
{
"kind": "llm_pre_event",
"label": "Major US/EU news incident: humanoid robot injures human at consumer-facing event",
"source": "https://www.eweek.com/news/china-robot-grabs-student-campus-performance-apac/",
"status": "pending",
"weight": 0.4,
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"expected_date": "2026-11-29",
"research_origin": "training",
"expected_date_range": {
"to": "2027-06-30",
"from": "2026-05-01"
},
"measurement_criterion": "AP/Reuters/major outlet reports a humanoid robot (Optimus, Figure, 1X, Apptronik, Unitree H1, etc.) injuring a member of the public in a US/EU venue, distinct from existing China demo incidents."
},
{
"kind": "llm_pre_event",
"label": "ASTM/ISO publishes first humanoid-specific safety standard",
"source": "https://www.techjournal.uk/p/astm-calls-for-urgent-safety-standards",
"status": "pending",
"weight": 0.4,
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},
"measurement_criterion": "ASTM International or ISO publishes a humanoid-robot-specific safety standard (distinct from generic industrial robot standards) addressing tip-overs, force limits, public-area operation."
},
{
... (truncated)