← Cockpit
SEM_035predictionAI/CognitionAI-scaling

World-class, AI-based mathematicians will emerge within a single year (by ~early 2027).

Predictor: Eric Schmidt

Prior probability
55.0%
Current probability
45.5%
evolves via intake + LBP
Conviction
4/5
Signal quality
A
Resolution
pending
Window
2026-01-01 – 2027-12-31
Edges in / out
12 / 5
Tickers exposed
37

Prediction text

World-class, AI-based mathematicians will emerge within a single year (by ~early 2027). | IMO 2027 + AI math-benchmark results

Key catalyst: IMO 2027 + AI math-benchmark results

Watch events: IMO/Putnam AI benchmark results; mathematical peer-reviewed AI-first proofs

Resolution evidence

Status: pending

DeepMind AlphaProof + o3-mini mathematics benchmarks showing continued capability growth. IMO 2025 Silver medal level reached by frontier models.

Predictor: Eric Schmidt

κ + Brier as of 2026-05-22
κ (discount)
0.688
Brier
0.0064
excellent
Hits / Misses
3 / 0
of 3 resolved
Hit rate
100.0%
Calibration plot (stated vs observed)

Evidence about this node from Eric Schmidt 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 55%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 45.5%

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: 5 fired ✓ · 4 pending
  1. 2025-07-31hitAI scores gold medal at International Mathematical Olympiad
    How: Frontier AI scores >=35/42 (gold cutoff) on official IMO problems with verified evaluation
    Source: https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/conf 99%
    Notes: HIT — Gemini Deep Think achieved gold medal (35/42) at IMO 2025.
  2. 2026-07-01 → 2027-08-31pendingAI surpasses median IMO gold medalist at IMO 2026 or 2027
    How: Frontier AI scores at or above median gold-medal score on official IMO 2026 or 2027 problems
    Source: https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/conf 85%
  3. 2026-06-01 → 2027-09-30pendingFields-Medal-tier mathematician publicly endorses AI as research collaborator
    How: Sitting or recent Fields Medalist (Tao, Avila, Mirzakhani-class) publicly states (interview, paper acknowledgment, blog) that AI is providing world-class mathematical assistance in their active research
    Source: https://eu.36kr.com/en/p/3551304246589575conf 85%
    Notes: Terence Tao already publicly described GPT-4 as a 'mediocre but not completely incompetent' research collaborator in 2023-2024. Endorsement upgrade likely.
  4. 2026-06-01 → 2027-12-31pendingAI co-authored proof of previously-open math problem accepted in Annals of Math / Inventiones
    How: Top-tier math journal (Annals of Mathematics, Inventiones, Journal of AMS) accepts paper crediting AI as co-author / co-discoverer of a previously open problem
    Source: https://www.nature.com/articles/s41586-025-09833-yconf 45%
    Notes: AlphaProof Nature paper provides infrastructure. Top-tier math journals very conservative on AI credit.

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: 45%)

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
LBP2026-05-10T02:00:02Z45.5%-1.1pp
Network propagation: 46.6% → 45.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z46.6%-2.0pp
Network propagation: 48.5% → 46.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.5%-2.6pp
Network propagation: 51.2% → 48.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z51.2%-3.8pp
Network propagation: 55.0% → 51.2%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.550-0.080
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.5500.050-0.069
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.5500.050-0.069
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.550-0.055
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.045

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq248_033
Superhuman AI will make BCI-enhanced humans irrelevant compaDave Blundin
36.7%0.6000.050-0.070
prereq244_019
Peter's son won't need a driver's license in 2 yearsPeter Diamandis
48.4%0.9200.050-0.044
prereq242_031
Most large companies' business models will be disrupted in 2Peter Diamandis
36.1%0.6500.050-0.042
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050-0.028
prereq232_055
We're exiting the industrial age permanently as recursive sePeter Diamandis
35.5%0.7000.050-0.013

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (12)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
correlateS_AGI_MID_2029AGI mid: Kurzweil 2029 pathagi_general_capability
correlateS_ASI_MID_2034ASI mid: Schmidt 'ASI in 6 years'asi_recursive_self_improvement
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq244_019Peter's son won't need a driver's license in 2 yearsAuto/Transport
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq242_031Most large companies' business models will be disrupted in 2-5 yearsMarkets/Stocks
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq248_033Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.AI

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.680arxivAI Co-Mathematician: Accelerating Mathematicians with Agentic AImentionspending2026-05-07
0.679manifoldWill research-level math become a sport akin to chess before 2035?12%mentionspending2026-05-09
0.676arxivBenchmarks in Leipzigmentionspending2026-06-04
0.665manifoldWill I make IMO in 202849%mentionspending2026-05-01
0.599polymarketWill Williams be the 2026 F1 Constructors' Champion?1%mentionspending2025-12-08
0.599manifoldWho will be the Indonesia National Mathematical Olympiad 2026 absolute winner?mentionspending2026-05-12
0.598polymarketWill Alpine be the 2026 F1 Constructors' Champion?1%mentionspending2025-12-08
0.589manifoldWhat will I get at IMO 2026?mentionspending2026-04-27
0.589manifoldWhat will I get at IMO 2026?mentionspending2026-05-03
0.588manifoldWill these people be rank 1 in their province in the provincial round of 2026 Indonesia National Mathematical Olympiad?mentionspending2026-05-15

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "mode": "FORECAST",
  "role": "Cited-Executive",
  "context": "Schmidt forecasts world-class AI mathematicians within ~1y — aggressive cognitive-automation timeline.",
  "to_year": 2027,
  "conv_cues": "forecasts; within a single year",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "within 1 year",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "AI scores gold medal at International Mathematical Olympiad",
      "notes": "HIT — Gemini Deep Think achieved gold medal (35/42) at IMO 2025.",
      "source": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "expected_date": "2025-07-31",
      "observed_date": "2025-07-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Frontier AI scores >=35/42 (gold cutoff) on official IMO problems with verified evaluation"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_027",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_014",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.",
      "status": "pending",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_015",
      "expected_date": "2026-06-25",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "AI surpasses median IMO gold medalist at IMO 2026 or 2027",
      "source": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://deepmind.google/blog/advanced-version-of-gemini-with-deep-think-officially-achieves-gold-medal-standard-at-the-international-mathematical-olympiad/",
      "expected_date": "2027-01-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-08-31",
        "from": "2026-07-01"
      },
      "measurement_criterion": "Frontier AI scores at or above median gold-medal score on official IMO 2026 or 2027 problems"
    },
    {
      "kind": "llm_pre_event
... (truncated)