← Cockpit
CMQ_010predictionAIAGI-definition

True AGI requires genuine scientific-discovery capabilities (AlphaFold-class breakthroughs) — brute-force LLM scaling alone is insufficient.

Predictor: Demis Hassabis

Prior probability
60.0%
Current probability
49.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2035-11-30
Edges in / out
3 / 0
Tickers exposed
0

Prediction text

True AGI requires genuine scientific-discovery capabilities (AlphaFold-class breakthroughs) — brute-force LLM scaling alone is insufficient. | AI-authored Nobel-caliber scientific results

Key catalyst: AI-authored Nobel-caliber scientific results

Watch events: AlphaProof/AlphaEvolve-class papers; novel scientific discoveries credited to AI systems; Millennium Prize / Nobel-level AI results.

Resolution evidence

Status: pending

DeepMind AlphaEvolve (2025) demonstrates exactly this paradigm — model-search loop for algorithm discovery. Weakly aligned with pure scaling critique.

Predictor: Demis Hassabis

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0064
excellent
Hits / Misses
1 / 0
of 1 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Demis Hassabis 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 0.621

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 49.5% → blend 49.5% 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

7 prob_history rows
0%25%50%75%100%prior 60%2026-04-302026-04-302026-05-17
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: 4 pending
  1. 2027-09-26pendingQ1 window check-in (25%)
  2. 2029-06-21pendingQ2 window check-in (50%)
  3. 2031-03-16pendingQ3 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: 49%)

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
LBP2026-05-17T02:00:01Z49.5%+1.2pp
Network propagation: 48.3% → 49.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z48.3%+2.4pp
Network propagation: 45.9% → 48.3%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z45.9%+4.7pp
Network propagation: 41.2% → 45.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z41.2%+10.4pp
Network propagation: 30.8% → 41.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z30.8%-10.4pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.308 w_in=0.32 agi_breakthrough_5y
LBP2026-04-30T02:18:57Z41.2%+10.4pp
Network propagation: 30.8% → 41.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z30.8%-29.2pp
reference_class_assigned bayesian_v2 inside=0.600 blend=0.308 w_in=0.32 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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.600+0.050
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.600+0.023

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_AGI_SLOW_2031AGI slow: Schmidt/Hassabis 5-10 year pathagi_general_capability
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

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": "THESIS",
  "role": "Cited-CEO",
  "context": "Hassabis's core methodological critique: scaling != discovery. AGI needs search, novel hypothesis generation, and verification loops.",
  "to_year": 2035,
  "conv_cues": "requires; definitional critique",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "this decade",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2027-09-26",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2029-06-21",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2031-03-16",
      "observed_date": null
    },
    {
      "kind": "scenario_signal",
      "label": "Scenario fires: AGI slow: Schmidt/Hassabis 5-10 year path",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -1,
      "source_id": "S_AGI_SLOW_2031",
      "expected_date": "2031-11-30",
      "observed_date": null
    },
    {
      "kind": "event",
      "label": "True AGI requires genuine scientific-discovery capabilities (AlphaFold-class breakthroughs) — brute-force LLM scaling alone is insufficient.",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "CMQ_010",
      "expected_date": "2032-12-09",
      "observed_date": null
    }
  ],
  "repeat_eps": 1,
  "affiliation": "Google DeepMind",
  "attribution": "FIRST_PERSON",
  "granularity": "RELATIVE_DURATION",
  "source_refs": "2",
  "target_date": "2030-06-15T00:00:00",
  "display_date": "2032-12-09",
  "episode_date": "2026-04-21T00:00:00",
  "key_catalyst": "AI-authored Nobel-caliber scientific results",
  "parse_method": "Report midpoint",
  "domain_bucket": "AI",
  "episode_title": "The Global Architecture of Machine Intelligence: Exhaustive Synthesis of AI Compute, Memory & Quantum Predictions (2023-2026)",
  "flag_repeated": false,
  "in_5yr_window": true,
  "source_report": "AI_Chip__Compute__Memory__Quantum_Predictions.md (2026-04-21)",
  "appears_in_eps": "CMQ-RPT",
  "futurist_phase": "Phase 2 (2027-2028)",
  "is_macro_claim": false,
  "total_mentions": 1,
  "priority_weight": 5,
  "report_evidence": "Frames AGI as a scientific-discovery threshold vs a benchmark threshold — the most intellectually serious AGI definition.",
  "active_end_month": "2035-12",
  "recent_statement": "Hassabis 2026 reaffirms AGI-as-discovery framing; DeepMind research direction consistent (AlphaEvolve, AlphaProof, FunSearch).",
  "watch_events_raw": "AlphaProof/AlphaEvolve-class papers; novel scientific discoveries credited to AI systems; Millennium Prize / Nobel-level AI results.",
  "months_from_today": 50,
  "probability_layer": "Medium",
  "active_start_month": "2026-01",
  "december_dispersal": {
    "reason": "december_dispersal: domain=AI → 11/2035",
    "new_date": "2035-11-30",
    "old_date": "2035-12-31",
    "applied_at": "2026-04-30T16:28:34.304992+00:00"
  },
  "flag_nia_bracketed": false,
  "track_record_grade": "A",
  "track_record_notes": "Hassabis's 2016 AlphaGo and 2020 protein-folding calls both validated. Definitional predictions are harder to score but directionally important.",
  "contradicting_notes": "OpenAI o-series reasoning models and Anthropic extended thinking show scaling + test-time compute already generates novel discovery; Hassabis may be under-crediting LLM-based search.",
  "flag_near_term_2027": false,
  "flag_high_conviction": true,
  "milestones_phase2_at": "2026-05-01T21:26:03.387296+00:00",
  "milestones_d