This page is a calibrated ledger of predictions drawn from sources across the wiki. As a ## Predictions section elsewhere resolves — because its resolution date passes, or its resolution criterion is observed — the resolved entry is recorded here under the relevant source and status, so that a later reader can weigh a forecaster's new call against their prior calls rather than against reputation alone.
How predictions get tracked
- Every page with a
## Predictionssection uses the standard table:
| Prediction | Source | Issued | Resolution date | Resolution criterion | Status |
- Status values:
ACTIVE,RESOLVED-correct,RESOLVED-incorrect,RESOLVED-partial,EVOLVED(the prediction was modified by its source before its resolution date — not a clean resolution but worth noting).
- The
lintskill, on each cycle, scans every## Predictionstable for entries whose resolution date has passed. For each, it triggers the resolution review:- Read current state of the relevant pages.
- Use
firecrawl-searchif evidence on the resolution is thin. - Update the prediction's status (RESOLVED-correct / -incorrect / -partial / EVOLVED).
- Append the resolved entry to this page under the appropriate section.
- The
daily-briefworkflow's## Predictions touchedsection flags predictions touched (reinforced or contradicted) by the day's ingest, even before resolution date.
Resolved predictions — by source
No predictions from the following sources have resolved yet; each entry notes the active forecast and its maturation date.
- Aschenbrenner, Situational Awareness (2024-06). The 2027 AGI prediction matures 2028-01-01; the trillion-dollar training cluster prediction matures 2028-12-31. Both currently ACTIVE; both reinforced by Clark, Import AI 455, in May 2026.
- Jack Clark, Import AI 455 (2026-05-04). The 60%+ recursive AI R&D thesis matures 2029-01-01.
- Amodei, Machines of Loving Grace (2024-10). The compressed-21st-century thesis matures around 2030; the AGI-by-2027 prediction matures 2028-01-01 (shared with the Aschenbrenner row above).
- Narayanan & Kapoor, AI as Normal Technology (2025-04). The "AI-as-normal-technology framing dominant by 2030" prediction matures 2030-12-31.
- Amodei, Anthropic ARR projections (Code With Claude, 2026-05-06). The "$80B ARR by end-2026" prediction matures 2026-12-31.
- Politico, Trump pre-release-vetting EO drafting (2026-05-05). The "broad model-review EO modeled on FDA review" prediction matures 2026-08-05 (90-day window).
- Bloomberg, Narrower cybersecurity-only EO (2026-05-08). Currently contradicts the Politico framing above. Both mature within 90 days.
Resolved predictions — by status
RESOLVED-correct
| Resolved | Source | Issued | Prediction | Resolution evidence |
|---|---|---|---|---|
| 2026-05-08 | IMF financial-stability blog (May 7, 2026) | 2026-05-07 | "≥1 G7 central bank cites IMF Mythos designation in published guidance within 12 months" | ECB President Christine Lagarde public statement May 8, 2026: ECB studying defenses against Mythos-powered cyberattacks. Bank of England Governor April 22 pre-emption ("crack[ed] the whole cyber-risk world open") strengthens the case. Resolved within 1 day of prediction issuance. Propagated to AI Macro-Prudential Policy (status: low → medium). |
RESOLVED-incorrect
(Empty — populated as predictions resolve.)
RESOLVED-partial
(Empty — populated as predictions resolve.)
EVOLVED
(Empty — populated when a source modifies a prediction before its resolution date.)
Calibration leaderboard (rolling)
Calibration metric: per-source ratio of RESOLVED-correct to (RESOLVED-correct + RESOLVED-incorrect + half-weighted RESOLVED-partial). Computed only when a source has ≥3 resolved predictions on this page. No source currently has ≥3.
Currently active predictions (cross-page roll-up)
The active predictions below are grouped by resolution date. Roughly 75 active predictions are tracked across 15 pages (initialized 2026-05-10; extended the same day with claude-mythos-preview, ai-bubble-debate, chip-smuggling, musk-v-altman, americas-ai-action-plan, procurement-driven-ai-governance, ai-macro-prudential-policy, and entities/cisa; extended 2026-05-11 with ai-safety-frameworks, compute-governance, claude-opus-47, dario-amodei, eu-vs-us-ai-regulation, claude-opus-45, alignment-auditing, and reflection).
Resolving Q3 2026 (90 days)
- AI Pre-Release Vetting — Trump admin issues a "broad" pre-release-vetting EO modeled on FDA review (Politico May 5). Resolves 2026-08-05.
- AI Pre-Release Vetting — Trump admin issues a narrower cybersecurity-only EO that omits mandatory pre-release testing (Bloomberg May 8). Resolves 2026-08-08. Currently contradicts the prediction above.
- AI Pre-Release Vetting — Open Problems "boiling frog" critique gets cited in the EO drafting record. Resolves 2026-08-31.
- America's AI Action Plan — Federal-funding-conditioning provision challenged by ≥1 state AG within 12 months. Resolves 2026-07.
Resolving Q4 2026
- Anthropic — Anthropic ARR exceeds $80B by end-2026. Resolves 2026-12-31.
- OpenAI — OpenAI ARR exceeds $40B by end-2026. Resolves 2026-12-31.
- OpenAI — OpenAI superapp launches by end-2026. Resolves 2026-12-31.
- OpenAI — OpenAI hardware (Jony Ive) does NOT launch in 2026. Resolves 2026-12-31.
- OpenAI — Stargate restructured or paused before December 2026. Resolves 2026-12-31.
- OpenAI — Trusted Contact adopted as model by ≥2 other major consumer-AI providers within 6 months. Resolves 2026-11-07.
- OpenAI — Raine v. OpenAI proceeds to trial OR settles with disclosure terms before end-2026. Resolves 2026-12-31.
- US-China AI Competition: Different Races, Different Metrics — US frontier-capability lead remains 6–12 months ahead of best Chinese frontier model through end-2026. Resolves 2026-12-31.
- US-China AI Competition: Different Races, Different Metrics — DeepSeek V4 (Huawei Ascend 950PR-optimized) beats best frontier-lab US model on at least one major capability benchmark. Resolves 2026-12-31.
- US-China AI Competition: Different Races, Different Metrics — US export-control regime tightens further in 2026, adding compute caps for cloud-rented Nvidia chips abroad. Resolves 2026-12-31.
- Claude Mythos Preview — Mythos GA release (vs. preview) by end-2026. Resolves 2026-12-31.
- AI Bubble Debate — At least one major frontier lab misses quarterly ARR growth target. Resolves 2026-12-31.
- AI Bubble Debate — CoreWeave's revenue-backlog ratio drops below 30x annualized. Resolves 2026-12-31.
- AI Bubble Debate — ≥3 frontier-AI-related layoffs of >5% headcount at non-frontier-AI Fortune-500 companies. Resolves 2026-12-31.
- AI Bubble Debate — Bain $2T capex/revenue gap narrows by ≥30%. Resolves 2026-12-31.
- Chip Smuggling and Export-Control Evasion — Cloud-compute KYC rule finalizes and binds. Resolves 2026-12-31.
- Chip Smuggling and Export-Control Evasion — US export-control regime tightens further with compute caps for cloud-rented Nvidia chips abroad. Resolves 2026-12-31.
- Chip Smuggling and Export-Control Evasion — Huawei Ascend 950PR (or successor) achieves >70% H200 perf-per-watt. Resolves 2026-12-31.
- Musk v. Altman (and OpenAI / Microsoft / Brockman) — Case proceeds to verdict (vs. settlement). Resolves 2026-12-31.
- Musk v. Altman (and OpenAI / Microsoft / Brockman) — If verdict: at least one Musk count finds OpenAI liable. Resolves 2026-12-31.
- America's AI Action Plan — NIST AI RMF revised version ships before end-2026. Resolves 2026-12-31.
- Procurement-Driven AI Governance — CDAO publishes formal frontier-AI procurement criteria. Resolves 2026-12-31.
- Procurement-Driven AI Governance — PE-backed AI deployment JVs ($1B+) reach ≥4 by end-2026. Resolves 2026-12-31.
- AI Macro-Prudential Policy — IMF publishes a follow-up macro-prudential AI working paper. Resolves 2026-12-31.
- Cybersecurity and Infrastructure Security Agency (CISA) — regulator role — 3-day federal critical-vulnerability patch BOD shipped. Resolves 2026-11-30.
- Cybersecurity and Infrastructure Security Agency (CISA) — regulator role — CISA becomes operational lead on the narrower cybersecurity-only AI EO. Resolves 2026-12-31.
Resolving 2027
- AI Pre-Release Vetting — CAISI five-lab pipeline becomes effectively mandatory via procurement gating. Resolves 2027-01-01.
- Anthropic — Anthropic's commercial-frontier breakaway is durable (Q1 2027 ARR > 1.5x OpenAI ARR). Resolves 2027-Q1.
- Anthropic — Anthropic added to a Pentagon classified-network cohort tier within 12 months. Resolves 2027-05-10.
- Anthropic — Anthropic-SpaceX Colossus 1 deal triggers a follow-on Colossus 2 deal within 12 months. Resolves 2027-05-06.
- US-China AI Competition: Different Races, Different Metrics — Chinese workers' AI-replacement fear continues rising (49% 2024 → 59% 2025 → ≥65% 2026). Resolves 2027-Q1.
- US-China AI Competition: Different Races, Different Metrics — Beijing "AI-firing prohibition" gets exported / mirrored in at least one OECD jurisdiction. Resolves 2027-12-31.
- AI Pre-Release Vetting — Federal pre-release vetting preempts state frontier-lab regulation. Resolves 2027-12-31.
Resolving 2028+
- AGI Timelines — AGI by 2027 (Aschenbrenner). Resolves 2028-01-01.
- AGI Timelines — Trillion-dollar training cluster by 2028 (Aschenbrenner). Resolves 2028-12-31.
- AGI Timelines — 60%+ recursive AI R&D by end-2028 (Clark). Resolves 2029-01-01.
- AGI Timelines — Compressed 21st Century — Nobel-class advances within 5–10 years of "powerful AI" (Amodei). Resolves 2030 (mid-window check).
- AGI Timelines — AI-as-normal-technology framing dominant by 2030 (Narayanan & Kapoor). Resolves 2030-12-31.
Maintenance
- The "Currently active predictions" roll-up is regenerated on each
weekly-synthesiscycle. - Resolved predictions are appended to the per-source and per-status sections by the
lintskill. - The calibration leaderboard activates when any source crosses ≥3 resolved predictions.
- The first six months are mostly bookkeeping; the first wave of 90-day-window predictions begins resolving in 2027.