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AI_006predictionAIagents-decade-out

True autonomous agents are 'not anywhere close' — AGI and reliable long-horizon agents will require a full decade (2034 or beyond) to develop the holistic contextual reasoning and robust world models needed for unconstrained physical and digital enviro...

Predictor: Andrej Karpathy

Prior probability
45.0%
Current probability
38.1%
evolves via intake + LBP
Conviction
4/5
Signal quality
B
Resolution
pending
Window
2034-01-01 – 2034-10-31
Edges in / out
8 / 0
Tickers exposed
4

Prediction text

True autonomous agents are 'not anywhere close' — AGI and reliable long-horizon agents will require a full decade (2034 or beyond) to develop the holistic contextual reasoning and robust world models needed for unconstrained physical and digital environments. | Long-horizon agent benchmark breakthrough

Key catalyst: Long-horizon agent benchmark breakthrough

Watch events: Long-horizon agent benchmarks; world-model saturation

Resolution evidence

Status: pending

Karpathy "Software 3.0" framing (INF_026) validated; specific decade-out AGI timeline provides bearish anchor against Altman 2030 / Aschenbrenner 2027.

Predictor: Andrej Karpathy

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0067
excellent
Hits / Misses
3 / 0
of 3 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Andrej Karpathy 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: agi_breakthrough_5y

Linked via embedding similarity 0.655

Major capability discontinuity (e.g. AGI by named target year, 5-year horizon)

Base rate
20.0%
1/5 historical
Inside weight
Outside weight
no pull
inside 38.1% → blend 38.1% 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 45%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.1%

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: 10 pending
  1. 2026-04-01 → 2028-06-30pendingKarpathy publishes update on his decade-away framing or releases follow-up agentic research (Eureka Labs, nanochat successor)
    How: Karpathy public talk, blog, or repo release where he addresses his decade timeline, allowing direct comparison to Oct 2025 Dwarkesh interview
    Source: https://fortune.com/2026/03/17/andrej-karpathy-loop-autonomous-ai-agents-future/conf 85%
  2. 2026-06-01 → 2029-06-30pendingContinual-learning architecture demonstrated in production agent (memory persists across sessions, no model retraining)
    How: Frontier lab paper or product demo shows agent that genuinely accumulates and uses session-spanning learning without full retraining cycle
    Source: https://www.predictiveanalyticsworld.com/machinelearningtimes/agi-is-still-a-decade-away-todays-ai-agents-are-slop-openai-cofounder-andrej-karpathy/13949/conf 50%
  3. 2026-06-01 → 2029-12-31pendingFrontier agentic benchmark (OSWorld / GAIA / AgentBench long-horizon) crosses 70% pass-rate
    How: Public leaderboard for recognized long-horizon agentic benchmark shows >=70% (vs 2025 SOTA typically 30-50% on hardest variants)
    Source: https://www.remio.ai/post/why-andrej-karpathy-says-ai-agents-are-a-decade-from-realityconf 60%
  4. 2027-01-01 → 2031-12-31pendingFrontier lab (OpenAI, Anthropic, DeepMind) ships agent product with persistent multi-day autonomous task completion at >85% reliability
    How: Lab product release with marketing claim of multi-day autonomous task completion plus published evaluation showing >85% success on long-horizon real-world task suite
    Source: https://www.landera.ai/guide/karpathy-paradoxconf 55%
  5. 2028-01-01 → 2032-12-31pendingMulti-modal robotic agent demonstrates >24-hour unscripted task continuity in real-world environment
    How: Public demo or peer-reviewed result of embodied agent (Figure, 1X, Tesla Optimus, Google RT-X) operating >24 hours in real-world workspace without human intervention
    Source: https://www.flowhunt.io/blog/the-decade-of-ai-agents-andrej-karpathy-agi-timeline/conf 50%
  6. 2031-01-01 → 2036-12-31pendingCascade: BLS occupational displacement attributable to autonomous agents exceeds 5% of US workforce
    How: BLS, OECD, or major economic study attributes >=5% of US labor displacement specifically to autonomous AI agents (not just AI augmentation broadly)
    Source: https://medium.com/generative-ai-revolution-ai-native-transformation/openai-cofounder-warned-of-an-ai-agent-crisis-agentic-engineering-is-the-way-forward-6b746b9f0946conf 40%
  7. 2034-03-06pendingQ1 window check-in (25%)
  8. 2034-05-09pendingQ2 window check-in (50%)
  9. 2034-07-12pendingQ3 window check-in (75%)

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: 38%)

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
LBP2026-05-10T02:00:02Z38.1%+1.8pp
Network propagation: 36.3% → 38.1%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z36.3%+3.4pp
Network propagation: 32.9% → 36.3%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z32.9%+6.6pp
Network propagation: 26.3% → 32.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z26.3%-6.6pp
reference_class_assigned bayesian_v2 inside=0.450 blend=0.263 w_in=0.30 agi_breakthrough_5y
LBP2026-04-30T02:18:57Z32.9%+6.6pp
Network propagation: 26.3% → 32.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z26.3%-18.7pp
reference_class_assigned bayesian_v2 inside=0.450 blend=0.263 w_in=0.30 agi_breakthrough_5y

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
killerTK06
China-Taiwan Military Conflict
8.0%0.0500.450+0.037
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.450+0.029
killerTK11
Autonomous Regulatory Block (Level 4 Halt)
10.0%0.0500.450+0.029
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.450+0.009

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

4 ticker(s) linked

Adverse (4)

ALLPGRTRVUBER

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_ASI_SLOW_2040PLUSASI slow: post-2040 / soft takeoffasi_recursive_self_improvement
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
correlateS_AGI_SLOW_2031AGI slow: Schmidt/Hassabis 5-10 year pathagi_general_capability
correlateS_AGI_WINTER_2036PLUSAGI delayed: capability plateau or AI winteragi_general_capability
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)
killerTK11Autonomous Regulatory Block (Level 4 Halt)
killerTK06China-Taiwan Military Conflict

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Karpathy's structural-caution anchor provides the bearish extreme in the AGI-timeline debate. Couples with Hassabis jagged-intelligence (AI_005) and CMQ_047 (agents close-the-loop without human).",
  "to_year": 2034,
  "conv_cues": "decade horizon; ex-senior-researcher framing",
  "direction": "HAPPEN",
  "from_year": 2034,
  "timeframe": "2034+",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Karpathy publishes update on his decade-away framing or releases follow-up agentic research (Eureka Labs, nanochat successor)",
      "source": "https://fortune.com/2026/03/17/andrej-karpathy-loop-autonomous-ai-agents-future/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.85,
      "expected_date": "2027-05-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Karpathy public talk, blog, or repo release where he addresses his decade timeline, allowing direct comparison to Oct 2025 Dwarkesh interview"
    },
    {
      "kind": "llm_pre_event",
      "label": "Continual-learning architecture demonstrated in production agent (memory persists across sessions, no model retraining)",
      "source": "https://www.predictiveanalyticsworld.com/machinelearningtimes/agi-is-still-a-decade-away-todays-ai-agents-are-slop-openai-cofounder-andrej-karpathy/13949/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2027-12-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Frontier lab paper or product demo shows agent that genuinely accumulates and uses session-spanning learning without full retraining cycle"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier agentic benchmark (OSWorld / GAIA / AgentBench long-horizon) crosses 70% pass-rate",
      "source": "https://www.remio.ai/post/why-andrej-karpathy-says-ai-agents-are-a-decade-from-reality",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2028-03-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Public leaderboard for recognized long-horizon agentic benchmark shows >=70% (vs 2025 SOTA typically 30-50% on hardest variants)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier lab (OpenAI, Anthropic, DeepMind) ships agent product with persistent multi-day autonomous task completion at >85% reliability",
      "source": "https://www.landera.ai/guide/karpathy-paradox",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2029-07-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2031-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Lab product release with marketing claim of multi-day autonomous task completion plus published evaluation showing >85% success on long-horizon real-world task suite"
    },
    {
      "kind": "llm_pre_event",
      "label": "Multi-modal robotic agent demonstrates >24-hour unscripted task continuity in real-world environment",
      "source": "https://www.flowhunt.io/blog/the-decade-of-ai-agents-andrej-karpathy-agi-timeline/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2030-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "
... (truncated)