Blackwells News
Prediction markets for Blackwells
OptionProbability
The METR time horizon will exceed 10 hours.
Grok 5 will be released
Anthropic releases Claude 5
Schmidhuber will complain about people not citing his work properly
Zvi will write a blog post mentioning SSI
Dario Amodei will continuously be CEO of Anthropic until the end of the year
Jensen Huang continuously CEO of Nvidia through EOY 2026
I will think that computer use has significantly improved since 2025
Ilya Sutskever will be on a podcast for more than 30 mins
Sam Altman will continuously be CEO of OpenAI until the end of the year.
OpenAI will introduce ads to ChatGPT in some form
Ilya Sutskever will continuously be CEO of SSI until the end of the year
Yudkowsky will publish a post on Lesswrong
Chatgpt will write an explicit sex story without jailbreaks
Google will outperform the S&P
Microsoft+Google+Amazon+Meta capex will increase by >=30% vs 2025
An AGI lab will be valued at >= $1T
SSI will have an update listed at https://ssi.inc/updates
I will think that METR time horizon continues to be an important benchmark
Thinking Machines will train and release their own model
The METR time horizon will exceed 20 hours
Anthropic IPO
OpenAI will announce some kind of hardware product
Nvidia will outperform the S&P
Any of [OpenAI, xAI, Google, Anthropic, Meta] will offer a subscription plan costing >= $1,000/month.
OpenAI releases GPT-6
I will meet someone who has an AI companion
SSI will raise >= $1B in a funding round
OpenAI IPO
I will ride on a tesla robotaxi
FrontierMath Tier 1-3 >= 80%
Anthropic will release a model classified as ASL-4
At least 3 people will do an anti-AI hunger strike
I will think that there have been significant advances in continual learning
I will think that there has been significant progress towards models which use neuralese/recurrence
xAI IPO
SSI will raise >=$10B in a funding round
My median ASI timelines will shorten
Yann Lecun’s AMI lab will release an open weights model of some kind
Epoch Capabilities Index >= 170
Any of [Coreweave, Nebius, Lambda] will be acquired
Anthropic will release an image/video model
Metaculus will predict AGI before 2030
Thinking machines will post at least 10 blog posts at https://thinkingmachines.ai/blog/
An LLM will beat me at chess
The US will allow selling some sort of Blackwell chip to china
Any of [OpenAI, Microsoft, Google, Anthropic, xAI, Meta] claim to have reached AGI
Epoch AI will estimate that there has been a training run using more than 5e27 FLOP
SSI will release a product
Any of [Coreweave, Nebius, Lambda] declare bankruptcy
There will be a credible leak about SSI strategy
My P(doom) at EOY (resolves to %)
I will see a humanoid robot walking around in a non-demo setting
US unemployment rate reaches 10% due in part to AI
AAA with LLM powered NPCs releases on Steam
The METR time horizon will exceed 40 hours
An LLM will beat me at Shogi
There will be clear evidence of egregious scheming in the wild
There will be federal AI Safety legislation which I think is net positive
The weights of a closed source model from [OA, XAI, GDM, Anthropic] will be stolen/leaked
I will think that a Chinese model is the best coding model for a period of at least a week.
There will be an international treaty/agreement centered on AI
An open source model will top the Chatbot Arena in the 'text' category
Any of [OpenAI, xAI, Google, Anthropic, Meta] releases an LLM (general-purpose or code-only) pretrained largely on licensed data
Anthropic releases Claude 6
There will be an AI capabilities pause lasting at least a month involving frontier companies
There will be an AI protest involving more than 100k people
SSI will be valued at >= $100B
ARC-AGI 3 Semi-private >= 50%
Any of [OpenAI, xAI, Google, Anthropic, Meta] will offer a subscription plan costing >= $10,000/month.
The bubble collapses in devastating fashion
SSI IPO
Epoch Capabilities Index >= 185
Grok 6 will be released
An open source model will be released with 5T+ total parameters
FrontierMath Tier 4 >= 80%
OpenAI will sell their own chips to external customers
I will think that a model released by Meta is the best coding model for a period of at least a week.
I will watch a fully AI-generated film lasting at least an hour
An AGI lab will be valued at >= $5T
An AGI lab will be fined >= $10B
An open millennium prize problem is solved, involving some AI assistance
Largest distributed training run exceeds 1e27 FLOP according to Epoch AI
China will invade Taiwan according to metaculus
I will think that SSI has the best coding model in the world for a period of at least a week
Epoch Capabilities Index >= 200
S&P 500 will fall by more than 50%
Anthropic will release a model classified as ASL-5
S&P 500 will rise by more than 50%
Yudkowsky will publish a new book
Anthropic will introduce ads to Claude in some form
SSI will be valued at >= $1 T
GPT-4o remains available to free ChatGPT users at the end of the year
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Will Nvidia be permitted to sell its Blackwell chips (B30A, B300, etc.) directly to China, before May 2026?
OptionVotes
YES
NO
2841
353
OptionProbability
<10000
10,000 - 99,999
100,000 - 333,333
333,334 - 999,999
1,000,000+
35
26
18
11
9
Will a serious competitor to NVIDIA in the AI chip space emerge before EOY 2027?
OptionVotes
NO
YES
1542
776

