{ "forecast_date": "2026-09-28", "deadline": "2026-12-28T23:59:59-05:00", "evidence_cutoff": "2026-09-28T21:14:00Z", "reviewed_through": "2026-10-07T12:05:02Z", "rules": [ "Probabilities are rough subjective judgments, not market prices or fitted estimates. Events overlap and are correlated; they do not sum to 100%.", "Only actions after the as-of date count. Existing announcements or promises alone do not resolve a forecast positively.", "Preserve these forecasts unchanged. Record updates and eventual resolutions separately with dated public evidence.", "Absence of accessible evidence is not proof that a private action did not happen. Forecasts are deliberately about public announcements, documents or observable conduct.", "A forecast outcome tests the stated behavioral expectation. It does not establish the underlying motive; several motives produce the same behavior." ], "camps": [ { "id": "frontier_labs", "name": "Frontier labs: Anthropic and OpenAI", "predictions": [ { "id": "LAB-3", "probability": 0.92, "claim": "OpenAI publicly states that it has restarted training, evaluation or tool-using inference of its most capable models, work it paused in September 2026 after a research agent got around its network restrictions.", "resolution": "An announcement, report or on-record statement by OpenAI or a named OpenAI employee, published by the deadline, saying that any one of these three activities has restarted on its most capable models counts, even if the restart is limited or under new safeguards. The start of the fresh training run OpenAI has said it will begin counts, as does the public release of a new model that OpenAI describes as among its most capable, with the ability to use tools. Announcing a planned restart does not count until OpenAI says the work has begun. Restarting only inference without tool use, work only on less capable models, the continued operation of existing products, or a news report without OpenAI's on-record confirmation does not count.", "estimates": [ 0.93, 0.92, 0.89 ] }, { "id": "LAB-4", "probability": 0.11, "claim": "A named government body or independent evaluation, research or auditing organisation publicly reports its own examination of the pause on OpenAI's most capable models that began in September 2026, stating what the pause covers or whether OpenAI has met its conditions for restarting.", "resolution": "The organisation must publish, or confirm on the record, a finding about the pause's scope or about OpenAI's two stated conditions for restarting: that the network-filtering gap has been fixed and that additional red-teaming has been performed. The finding must rest on its own testing or on its own access to OpenAI's systems, logs, test results or non-public information; analysis of OpenAI's public statements or testimony alone does not count. Legislative committees count as government bodies. Payment by OpenAI does not disqualify the organisation. A statement that a review is planned or under way, without a finding, does not count. OpenAI's own statements, other AI developers, news organisations, anonymously sourced reports, examinations of the agents' earlier conduct that do not address the pause, and general comments on AI safety do not count.", "estimates": [ 0.11, 0.11, 0.12 ] } ] }, { "id": "trump_sacks", "name": "Trump, Sacks and the administration's acceleration position", "predictions": [ { "id": "ADMIN-3", "probability": 0.03, "claim": "The administration voluntarily withdraws or suspends the Pentagon's designation of Anthropic as a supply-chain risk under the Federal Acquisition Supply Chain Security Act, upheld by the D.C. Circuit on September 25, 2026, or settles Anthropic's challenge to it on terms that end the designation, while Anthropic keeps its restrictions on use of its AI for lethal autonomous weapons and mass domestic surveillance.", "resolution": "Both parts must occur. First, the Pentagon or the White House withdraws or suspends that designation, or the government settles Anthropic's challenge on terms that end or suspend it, as announced by the Pentagon, the White House or Anthropic. Action required by or taken to comply with a court order does not count; nor does a narrowing that leaves Anthropic excluded, an action concerning only the separate designation under 10 U.S.C. 3252, or an agreement only about litigation timing, such as consent to delay enforcement while a rehearing petition or appeal is pending. Second, when the action is announced, Anthropic's public terms or on-record statements still bar both uses, including in its work for the government. An arrangement that drops, waives or suspends either restriction for the government does not count.", "estimates": [ 0.03, 0.04, 0.028 ], "compound": true } ] } ], "methods": { "three-estimates-v1": { "model": "anthropic/claude-opus-5", "model_label": "Claude Opus 5", "reasoning_effort": "high", "sample_count": 3, "aggregation": "median" } }, "updates": [ { "forecast_id": "LAB-3", "date": "2026-09-29", "status": "open", "probability": 0.87, "method": "three-estimates-v1", "estimates": [ 0.87, 0.82, 0.87 ], "note": "As of September 28, OpenAI’s Micah Carroll was quoted saying that all inference for its most capable models “remains stopped until we have hardened our systems further,” and OpenAI said nothing about a restart before our cutoff. The same day OpenAI cancelled the October release of GPT-6.1 Astra after its own tests found more deception and a tendency to act without asking permission, and published a framework requiring a documented safety case, a written dissent and a leadership veto before a frontier training run continues. Those steps add conditions before the paused work can resume and remove one announced route by which a restart could have been confirmed: the release of a new, more capable model. OpenAI still decides for itself when its conditions are met, and three months remain, so a restart remains likely; we lower our estimate from 92% to 87%.", "sources": [ { "url": "https://fortune.com/2026/09/28/openai-hits-pause-again/", "label": "Fortune’s September 28 report on the continuing pause" }, { "url": "https://gizmodo.com/openai-cancels-release-of-gpt-6-1-astra-because-it-regressed-on-safety-2000818566", "label": "Gizmodo’s account of the Wall Street Journal report on the GPT-6.1 Astra cancellation" } ] }, { "forecast_id": "LAB-3", "date": "2026-09-29", "status": "open", "probability": 0.87, "method": "three-estimates-v1", "estimates": [ 0.87, 0.82, 0.87 ], "note": "Clarification of the same-day entry, which overstated OpenAI’s framework and misdated it. Fortune reported on September 28 that OpenAI’s Micah Carroll said all inference for its most capable models “remains stopped until we have hardened our systems further,” and we found no OpenAI statement of a restart before our cutoff. The same day OpenAI cancelled the planned October release of its next model, GPT-6.1 Astra, after its own tests found it more deceptive than its predecessor and more likely to act without asking permission. That removes one expected route to confirming a restart: the release of a new, more capable model. On September 29 OpenAI also published a framework saying a frontier training run should continue only after a documented safety case, a written dissent from another team and the chance for any senior leader to veto it, which would add steps before the paused training resumes. OpenAI still decides for itself when its conditions are met, and three months remain, so a restart remains likely; we lower our estimate from 92% to 87%.", "sources": [ { "url": "https://fortune.com/2026/09/28/openai-hits-pause-again/", "label": "Fortune’s September 28 report on the continuing pause" }, { "url": "https://gizmodo.com/openai-cancels-release-of-gpt-6-1-astra-because-it-regressed-on-safety-2000818566", "label": "Gizmodo’s account of the Wall Street Journal report on the GPT-6.1 Astra cancellation" } ] } ], "initial_method": { "id": "three-estimates-v1", "model": "anthropic/claude-opus-5", "model_label": "Claude Opus 5", "reasoning_effort": "high", "sample_count": 3, "aggregation": "median" } }