← Cockpit
CMQ_015predictionAIalgorithmic-efficiency

Algorithmic efficiencies will deliver ~0.5 OOMs per year of additional effective compute through 2027 — pure multiplier on raw FLOPs.

Predictor: Leopold Aschenbrenner

Prior probability
65.0%
Current probability
50.2%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2024-01-01 – 2027-08-31
Edges in / out
2 / 0
Tickers exposed
0

Prediction text

Algorithmic efficiencies will deliver ~0.5 OOMs per year of additional effective compute through 2027 — pure multiplier on raw FLOPs. | Frontier training efficiency benchmarks

Key catalyst: Frontier training efficiency benchmarks

Watch events: MoE paper throughput; FP4/ternary training adoption; distillation pipeline efficiency.

Resolution evidence

Status: pending

MoE architectures, DeepSeek-class distillation, FP4 training, Chinese quantization breakthroughs (see SEM_021/022) all contributing measurable efficiency gains.

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

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

7 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-032026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 50.2%

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: 2 fired ✓ · 4 overdue ⏱
  1. 2024-08-31overdueQ1 window check-in (25%)
  2. 2025-05-02overdueQ2 window check-in (50%)
  3. 2025-12-31overdueQ3 window check-in (75%)
  4. 2026-03-15hitFlashAttention-4 published with asymmetric hardware co-design improvements
    How: Peer-reviewed or arXiv preprint published demonstrating FlashAttention-4 with measurable training-throughput speedup over FA-3
    Source: arXiv 2603.05451 — FlashAttention-4: Algorithm and Kernel Pipelining Co-Designconf 95%
  5. 2026-01-01 → 2026-06-30overdueGPT-5.1 / Grok 4.20 / Opus 4.5 architectural innovation delivers compute-efficient frontier
    How: At least one frontier lab publishes architecture (Smart Router, multi-agent debate, or equivalent) achieving SOTA at <50% training compute of prior generation
    Source: Frontier AI Models Technical Deep Dive (Huang)conf 85%
  6. 2026-04-30hitInference-time scaling / RLVR / MoE deliver measurable algorithmic compute multiplier
    How: Independent analysis (Epoch AI, METR, or peer-reviewed) confirms >=0.5 OOM/year algorithmic-efficiency improvement trend continuing through 2025-2026
    Source: Medium: Situational Awareness, Two Years Later (April 2026)conf 85%
  7. 2026-06-01 → 2027-06-30pendingFP4 / FP8 mixed-precision training adoption across all frontier labs
    How: Public model cards from 3+ frontier labs disclose FP4/FP8 mixed-precision training as primary regime
    Source: Composite — Aschenbrenner OOM thesis derivationconf 70%
  8. 2027-08-31pendingCumulative algorithmic gains 2024-2027 reach ~1.5 OOMs per Aschenbrenner trajectory
    How: Quarterly Epoch AI / Situational Awareness retrospective confirms cumulative ~1.5 OOM algorithmic-efficiency gain over 2024-2027 window
    Source: Aschenbrenner — Situational Awareness original frameworkconf 55%

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
LBP2026-05-24T02:00:02Z50.2%+1.1pp
Network propagation: 49.1% → 50.2%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z49.1%+2.3pp
Network propagation: 46.8% → 49.1%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z46.8%+4.6pp
Network propagation: 42.2% → 46.8%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z42.2%+8.5pp
Network propagation: 33.7% → 42.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z33.7%-26.1pp
metadata_milestone_miss_sweep bayesian_v2 n=4 inside=0.337 blend=0.337 LLR=-1.073 κ=0.69 no_blend
Raw metadata
{
  "trf": 0.3625397793120952,
  "kappa": 0.6875,
  "base_rate": null,
  "predictor": "Leopold Aschenbrenner",
  "total_llr": -1.6218604324326575,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": 0.395510903045804,
  "bayes_factor": "2.9:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.597608630112356,
  "kappa_source": "predictor_table",
  "n_milestones": 4,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6875,
      "label": "Q1 window check-in (25%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.278757261824363,
      "expected_date": "2024-08-31",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6875,
      "label": "Q2 window check-in (50%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.278757261824363,
      "expected_date": "2025-05-02",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "quartile_checkpoint",
      "kappa": 0.6875,
      "label": "Q3 window check-in (75%)",
      "weight": 0.05,
      "strength": "weak",
      "confidence": null,
      "source_url": null,
      "adjusted_llr": -0.278757261824363,
      "expected_date": "2025-12-31",
      "measurement_criterion": null
    },
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.584375,
      "label": "GPT-5.1 / Grok 4.20 / Opus 4.5 architectural innovation delivers compute-efficient frontier",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.85,
      "source_url": "https://kenhuangus.substack.com/p/frontier-ai-models-technical-deep",
      "adjusted_llr": -0.23694367255070856,
      "expected_date": "2026-04-01",
      "measurement_criterion": "At least one frontier lab publishes architecture (Smart Router, multi-agent debate, or equivalent) achieving SOTA at <50% training compute of prior generation"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.7462221544815333,
  "outside_weight": 0.2537778455184667,
  "posterior_prob": 0.33677381454559646,
  "posterior_logit": -0.6777045549779936,
  "predictor_brier": 0.04167,
  "inside_posterior": 0.33677381454559646,
  "blended_posterior": 0.33677381454559646,
  "reference_class_id": null,
  "total_adjusted_llr": -1.0732154580237976,
  "predictor_n_resolved": 3
}
LBP2026-04-30T16:39:51Z59.8%-1.8pp
Network propagation: 61.6% → 59.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z61.6%-3.4pp
Network propagation: 65.0% → 61.6%
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
killerTK02
AI Compute Supply Shock (TSMC/Taiwan Disruption)
12.0%0.0500.650+0.076

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (2)

Predictions that must hit first
TypePredTitleDomainLag
correlateS_COMPUTE_100GW_2030Compute: 100GW national-scale by Dec 2030compute_scale
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)

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,
  "qty": "~0.5 OOMs/yr",
  "mode": "FORECAST",
  "role": "Cited-Researcher",
  "context": "Second OOM vector: improvements in architectures, data curation, training methods. Historically consistent (MoE, FlashAttention, FP8/FP4, etc).",
  "to_year": 2027,
  "conv_cues": "quantitative rate",
  "direction": "NUMERIC_TARGET",
  "from_year": 2024,
  "timeframe": "2024-2027",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2024-08-31",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2025-05-02",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q3 window check-in (75%)",
      "status": "overdue",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2025-12-31",
      "observed_date": null,
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep"
    },
    {
      "kind": "llm_pre_event",
      "label": "FlashAttention-4 published with asymmetric hardware co-design improvements",
      "source": "arXiv 2603.05451 — FlashAttention-4: Algorithm and Kernel Pipelining Co-Design",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://arxiv.org/html/2603.05451v1",
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Peer-reviewed or arXiv preprint published demonstrating FlashAttention-4 with measurable training-throughput speedup over FA-3"
    },
    {
      "kind": "llm_pre_event",
      "label": "GPT-5.1 / Grok 4.20 / Opus 4.5 architectural innovation delivers compute-efficient frontier",
      "source": "Frontier AI Models Technical Deep Dive (Huang)",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://kenhuangus.substack.com/p/frontier-ai-models-technical-deep",
      "expected_date": "2026-04-01",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-06-30",
        "from": "2026-01-01"
      },
      "measurement_criterion": "At least one frontier lab publishes architecture (Smart Router, multi-agent debate, or equivalent) achieving SOTA at <50% training compute of prior generation"
    },
    {
      "kind": "llm_pre_event",
      "label": "Inference-time scaling / RLVR / MoE deliver measurable algorithmic compute multiplier",
      "source": "Medium: Situational Awareness, Two Years Later (April 2026)",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://medium.com/data-science-collective/situational-awareness-two-years-later-4b941d052ef9",
      "expected_date": "2026-04-30",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "measurement_criterion": "Independent analysis (Epoch AI, METR, or peer-reviewed) confirms >=0.5 OOM/year algorithmic-efficiency improvement trend continuing through 2025-2026"
    },
    {
      "kind": "event",
      "label": "Algorithmic efficiencies will deliver ~0.5 OOMs per year of ad
... (truncated)