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CMQ_012predictionAIAGI-timeline

AGI by 2027; superintelligence by 2030 — full automation of AI researchers in 2027 triggers post-AGI intelligence explosion.

Predictor: Leopold Aschenbrenner

Prior probability
50.0%
Current probability
40.7%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2027-01-01 – 2027-10-31
Edges in / out
6 / 0
Tickers exposed
0

Prediction text

AGI by 2027; superintelligence by 2030 — full automation of AI researchers in 2027 triggers post-AGI intelligence explosion. | Effective-compute 5 OOM milestone

Key catalyst: Effective-compute 5 OOM milestone

Watch events: Effective compute OOM progression; frontier model capability jumps; sovereign Project emergence.

Resolution evidence

Status: pending

2024-2026 compute buildout (Stargate, xAI Colossus, Meta/MSFT capex) tracks Aschenbrenner physical-compute 0.5 OOMs/yr trendline.

Predictor: Leopold Aschenbrenner

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0417
excellent
Hits / Misses
2 / 0
of 3 resolved
Hit rate
66.7%
Calibration plot (stated vs observed)

Evidence about this node from Leopold Aschenbrenner 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 0.649

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 40.7% → blend 40.7% 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 50%2026-04-302026-04-302026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.7%

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: 8 pending
  1. 2026-04-01 → 2026-12-31pendingAschenbrenner publicly reaffirms AGI-by-2027 thesis
    How: Leopold Aschenbrenner publicly reaffirms AGI-by-2027 thesis (essay, podcast, fund letter, conference talk) post 2026
    Source: https://situational-awareness.ai/from-agi-to-superintelligence/conf 85%
    Notes: Aschenbrenner's $1.5B Situational Awareness fund maintained on this thesis.
  2. 2026-06-01 → 2027-09-30pendingFrontier model demonstrates verifiable autonomous AI-research contribution
    How: Major AI lab (OpenAI / Anthropic / DeepMind / xAI) publicly confirms a frontier model contributed materially (>=20% of authorship credit) to peer-reviewed AI research paper
    Source: https://www.marketingaiinstitute.com/blog/aschenbrenner-agi-superintelligenceconf 65%
    Notes: Aschenbrenner's 'proto-automated researcher' threshold. Currently at maybe 10-15% with Devin / Sakana / FunSearch.
  3. 2027-02-19pendingQ1 window check-in (25%)
  4. 2026-06-01 → 2027-12-31pendingAI training compute crosses 5e27 FLOP threshold (5 OOM beyond GPT-4)
    How: Single training run reported (Epoch AI / official lab announcement) at >=5e27 FLOP — 5 orders of magnitude above GPT-4's ~2e25
    Source: https://situational-awareness.ai/conf 50%
    Notes: Aschenbrenner's effective-compute 5-OOM milestone is the key load-bearing premise of the AGI-2027 thesis.
  5. 2026-09-01 → 2027-09-30pendingIndustry survey shows >=30% of AI research engineers report 3x+ AI-driven speedup
    How: AI lab internal report or industry survey (a16z / Anthropic / OpenAI) shows >=30% of AI research engineers self-report >=3x productivity gain from AI tooling on research tasks
    Source: https://every.to/napkin-math/the-agi-in-2027-thesisconf 70%
    Notes: 3x speedup is Aschenbrenner's mid-2026 milestone. Survey evidence likely surfaces by 2027.
  6. 2027-04-09pendingQ2 window check-in (50%)
  7. 2026-09-01 → 2027-12-31pendingUS federal AGI program announced with national-security framing
    How: US executive order / White House announcement / DOD program publicly establishes federal AGI program (Manhattan Project equivalent) framed in national-security terms
    Source: https://www.lawfaremedia.org/article/ai-timelines-and-national-security--the-obstacles-to-agi-by-2027conf 30%
    Notes: Cascade — Aschenbrenner predicts '27/28 govt AGI project.' Lawfare critique notes obstacles. Probability lower than headline thesis.
  8. 2027-05-28pendingQ3 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: 41%)

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
LBP2026-05-10T02:00:02Z40.7%+1.9pp
Network propagation: 38.8% → 40.7%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z38.8%+3.6pp
Network propagation: 35.2% → 38.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z35.2%+7.7pp
Network propagation: 27.5% → 35.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z27.5%-7.7pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.275 w_in=0.30 agi_breakthrough_5y
LBP2026-04-30T02:18:57Z35.2%+7.7pp
Network propagation: 27.5% → 35.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z27.5%-22.5pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.275 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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.048
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.500+0.025

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (6)

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_FAST_2027AGI fast: drop-in remote worker by 2027-09agi_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)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.653arxivMIRAI: Prediction and Generation of High-Impact Academic Researchmentionspending2026-06-03
0.579gdelt2026042918071534687mentionspending2026-04-30
0.575manifoldIn 2050, who will think a Trump assassination attempt was a false flag? [Resolves to %]mentionspending2026-04-27
0.564manifoldWill Israel attack Iraq in 2030?14%mentionspending2026-04-26
0.559manifoldWill Israel attack Iraq in 2037?28%mentionspending2026-05-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "AGI→ASI",
  "mode": "FORECAST",
  "role": "Cited-Researcher",
  "caveats": "Assumes continued 5 OOM effective-compute trajectory; assumes no regulatory/geopolitical shock halts scaling.",
  "context": "Core 'Situational Awareness' (June 2024) thesis: deterministic trendlines from GPT-2 → GPT-4 extrapolate to AGI ~2027.",
  "to_year": 2030,
  "conv_cues": "explicit timeline; researcher thesis",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "2027 / 2030",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Aschenbrenner publicly reaffirms AGI-by-2027 thesis",
      "notes": "Aschenbrenner's $1.5B Situational Awareness fund maintained on this thesis.",
      "source": "https://situational-awareness.ai/from-agi-to-superintelligence/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://situational-awareness.ai/from-agi-to-superintelligence/",
      "expected_date": "2026-08-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Leopold Aschenbrenner publicly reaffirms AGI-by-2027 thesis (essay, podcast, fund letter, conference talk) post 2026"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier model demonstrates verifiable autonomous AI-research contribution",
      "notes": "Aschenbrenner's 'proto-automated researcher' threshold. Currently at maybe 10-15% with Devin / Sakana / FunSearch.",
      "source": "https://www.marketingaiinstitute.com/blog/aschenbrenner-agi-superintelligence",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.marketingaiinstitute.com/blog/aschenbrenner-agi-superintelligence",
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Major AI lab (OpenAI / Anthropic / DeepMind / xAI) publicly confirms a frontier model contributed materially (>=20% of authorship credit) to peer-reviewed AI research paper"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2027-02-19",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AI training compute crosses 5e27 FLOP threshold (5 OOM beyond GPT-4)",
      "notes": "Aschenbrenner's effective-compute 5-OOM milestone is the key load-bearing premise of the AGI-2027 thesis.",
      "source": "https://situational-awareness.ai/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.5,
      "source_url": "https://situational-awareness.ai/",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Single training run reported (Epoch AI / official lab announcement) at >=5e27 FLOP — 5 orders of magnitude above GPT-4's ~2e25"
    },
    {
      "kind": "llm_pre_event",
      "label": "Industry survey shows >=30% of AI research engineers report 3x+ AI-driven speedup",
      "notes": "3x speedup is Aschenbrenner's mid-2026 milestone. Survey evidence likely surfaces by 2027.",
      "source": "https://every.to/napkin-math/the-agi-in-2027-thesis",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://every.to/napkin-math/the-agi-in-2027-thesis",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",

... (truncated)