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ROB_001predictionAIrunaway-superintelligence-recursive

If hundreds of millions of AGI instances are deployed simultaneously by 2027 to automate the algorithms governing their own architectures, the industry will compress a decade of human-led algorithmic progress into less than a year — culminating in 'run...

Predictor: Leopold Aschenbrenner

Prior probability
22.0%
Current probability
28.8%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
pending
Window
2027-01-01 – 2028-10-31
Edges in / out
6 / 0
Tickers exposed
1

Prediction text

If hundreds of millions of AGI instances are deployed simultaneously by 2027 to automate the algorithms governing their own architectures, the industry will compress a decade of human-led algorithmic progress into less than a year — culminating in 'runaway superintelligence' via recursive self-improvement. | Announcement of AI system producing AI-architecture-research paper autonomously

Key catalyst: Announcement of AI system producing AI-architecture-research paper autonomously

Watch events: First public recursive-self-improvement demo; frontier-lab automated-ML-research benchmarks

Resolution evidence

Status: pending

Anthropic, OpenAI, DeepMind all pursuing automated ML research agents 2025-2026; SWE-Bench, RE-Bench demonstrate promise. Actual recursive-self-improvement onset untested.

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

4 prob_history rows
0%25%50%75%100%prior 22%2026-04-302026-05-102026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 28.8%

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: 1 fired ✓ · 8 pending
  1. 2024-06-04hitAschenbrenner 'Situational Awareness' (165pp) publicly released — anchor thesis
    How: Public release of 'Situational Awareness: The Decade Ahead' essay containing 'hundreds of millions of AGIs' recursive-self-improvement scenario
    Source: https://situational-awareness.ai/conf 99%
  2. 2026-06-01 → 2027-06-30pendingFrontier model documented to autonomously produce novel ML architecture research
    How: Peer-reviewed or arXiv ML paper documents AI system autonomously generating novel architecture / training-method improvement that yields measurable benchmark gains
    Source: https://itcanthink.substack.com/p/how-close-are-we-to-self-improvingconf 70%
    Notes: First documented case of AI doing the AI-research-itself loop is the canonical recursive-self-improvement signal.
  3. 2027-05-12pendingQ1 window check-in (25%)
  4. 2026-12-31 → 2027-12-31pendingSingle frontier lab deploys >100M AI-instance compute pool dedicated to research-automation
    How: OpenAI / Anthropic / DeepMind / xAI publicly disclose >100M concurrent AI inference instances dedicated specifically to automating algorithmic research
    Source: https://www.dwarkesh.com/p/leopold-aschenbrennerconf 55%
  5. 2027-01-01 → 2027-12-31pendingFrontier ML benchmark improvement rate accelerates >2x trailing 5-yr trendline
    How: Stanford AI Index or LMArena documents benchmark capability improvement rate >2x trailing 5-year average, attributed to AI-driven research automation
    Source: https://situational-awareness.ai/conf 50%
    Notes: Aschenbrenner's '5+ OOMs in <1 year' compressed-progress claim — first detectable acceleration in benchmarks is the canary.
  6. 2027-09-20pendingQ2 window check-in (50%)
  7. 2028-01-29pendingQ3 window check-in (75%)
  8. 2027-06-01 → 2028-10-31pendingFirst frontier lab declares 'recursive self-improvement loop active' or equivalent
    How: Public statement from major frontier lab CEO/leadership that AI systems are now autonomously improving subsequent training runs in measurable closed loop
    Source: https://controlai.news/p/the-ultimate-risk-recursive-selfconf 40%
    Notes: Cascade — the prediction's runaway-superintelligence framing requires this declaration.

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: 29%)

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
LBP2026-05-17T02:00:01Z28.8%+1.2pp
Network propagation: 27.6% → 28.8%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z27.6%+2.4pp
Network propagation: 25.2% → 27.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z25.2%+4.3pp
Network propagation: 20.9% → 25.2%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T02:18:57Z20.9%-1.1pp
Network propagation: 22.0% → 20.9%
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
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.220-0.094
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.220-0.085

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

1 ticker(s) linked

Beneficiaries (1)

GOOGL

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

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "decade-to-<1yr compression",
  "mode": "FORECAST",
  "role": "Cited-VC/Researcher",
  "context": "Extends AI_008 (Superintelligence 2030 intelligence explosion) with more specific 'hundreds of millions of AGI instances' and 'decade-to-<1-year' compression language. Couples with AI_036 (RLHF fails for ASI), ROB_002.",
  "to_year": 2028,
  "conv_cues": "coined framing; explicit population and compression metrics",
  "direction": "HAPPEN",
  "from_year": 2027,
  "timeframe": "2027-2028",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Aschenbrenner 'Situational Awareness' (165pp) publicly released — anchor thesis",
      "source": "https://situational-awareness.ai/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://situational-awareness.ai/",
      "expected_date": "2024-06-04",
      "observed_date": "2024-06-04",
      "research_origin": "deep_research",
      "measurement_criterion": "Public release of 'Situational Awareness: The Decade Ahead' essay containing 'hundreds of millions of AGIs' recursive-self-improvement scenario"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier model documented to autonomously produce novel ML architecture research",
      "notes": "First documented case of AI doing the AI-research-itself loop is the canonical recursive-self-improvement signal.",
      "source": "https://itcanthink.substack.com/p/how-close-are-we-to-self-improving",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://itcanthink.substack.com/p/how-close-are-we-to-self-improving",
      "expected_date": "2026-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Peer-reviewed or arXiv ML paper documents AI system autonomously generating novel architecture / training-method improvement that yields measurable benchmark gains"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -7,
      "source_id": null,
      "expected_date": "2027-05-12",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Single frontier lab deploys >100M AI-instance compute pool dedicated to research-automation",
      "source": "https://www.dwarkesh.com/p/leopold-aschenbrenner",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://www.dwarkesh.com/p/leopold-aschenbrenner",
      "expected_date": "2027-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-12-31"
      },
      "measurement_criterion": "OpenAI / Anthropic / DeepMind / xAI publicly disclose >100M concurrent AI inference instances dedicated specifically to automating algorithmic research"
    },
    {
      "kind": "llm_pre_event",
      "label": "Frontier ML benchmark improvement rate accelerates >2x trailing 5-yr trendline",
      "notes": "Aschenbrenner's '5+ OOMs in <1 year' compressed-progress claim — first detectable acceleration in benchmarks is the canary.",
      "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": "2027-07-02",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Stanford AI Index or LMArena documents benchmark capability improvement rate >2x trailing 5
... (truncated)