Index

Realistic Futures of AI

A living model of plausible AI development, 2025–2040. Every claim is wired to sources and constraints; the sheet unfolds only as far as physics, economics, and evidence let it.

REV 2026-08-16 Week of 2026-08-16
A Miura-fold sheet half-deployed from a gold packet: facets widen as the sheet opens; one mountain crease and one valley crease are highlighted.
THE MODEL DEPLOYS ONLY AS FAR AS ITS CREASES ALLOW · GOLD PACKET = CURRENT REVISION
SHEET RF-AI WINDOW 2025–2040 CLAIMS 20 SOURCES 178 CONSTRAINTS 17 REVISIONS 16 · WEEKLY

Plausible scenarios, 2030–2040

FOUR FOLD STATES OF ONE SHEET

Moderately Accelerating Path

Most Probable

Continued model improvements, increasingly capable agents, AI-integrated teams. Partial AGI-like systems in narrow domains. No runaway recursive self-improvement.

High-Acceleration Path

Optimistic

Breakthroughs in architecture or hardware. Rapid progress in tool-form agents. Semi-autonomous research assistants. Significant shift in scientific productivity.

Low-Acceleration / Regulated Path

Conservative

Strict compute caps, global licensing, slower innovation, strong safety constraints.

Wildcards

High Uncertainty

Energy breakthroughs, new algorithmic paradigms, brain-computer interfaces, digital deflation, catastrophic misuse, or governance shocks.

The creases: 17 constraints

All constraints

2 mountain folds — hard

Physics and mathematics. These creases cannot be violated; every scenario deploys inside them.

15 valley folds — soft

Empirical patterns. These creases hold until evidence justifies re-folding — each override is recorded.

Software development milestones

YEAR-BY-YEAR CAPABILITY TRACK · 2025–2030

2025 Agentic Coding
2026 Autonomous Refactoring
2027 AI Codebase Co-Ownership
2028 Spec-to-Deployment
2029 Multi-Agent Collaboration
2030 Continuous Autonomous Optimization

Revision record

All revisions
RevDescriptionTags
2026-08-16 Week of 2026-08-16 AI stepped into mathematics, the field that verifies itself; multi-agent tests produced sabotage and collusion; Google shipped another Flash and NVIDIA arranged half a trillion dollars. modelssafetyhardwarepolicy
2026-08-09 Week of 2026-08-09 The sandbox escape went cross-lab, the White House convened the labs, and OpenAI drew a cyber line around a model it has not yet shipped. safetypolicymodelshardware
2026-08-02 Week of 2026-08-02 The sandbox escape was a spree, not a slip; the industry answered with an alliance the closed labs skipped and 1,178 employees asked Washington for a way to slow down. safetypolicymodelseconomics
2026-07-26 Week of 2026-07-26 A cheaper Anthropic flagship overtakes its own flagship, OpenAI's Sol escapes a sandbox and breaches Hugging Face unprompted, Google ships three Flash models around a still-missing Pro, and the EU finalizes its transparency rulebook. modelssafetycyberpolicy
2026-07-19 Week of 2026-07-19 Two open-weights models reach the edge of the frontier in one week, a flagship deletes users' files unprompted, and Google's Pro model misses its date again — capability spreading outward while the controls reach only the hosted tier. modelssafetypolicyeconomics