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 2026-08-16Plausible scenarios, 2030–2040
FOUR FOLD STATES OF ONE SHEETModerately Accelerating Path
Most ProbableContinued model improvements, increasingly capable agents, AI-integrated teams. Partial AGI-like systems in narrow domains. No runaway recursive self-improvement.
High-Acceleration Path
OptimisticBreakthroughs in architecture or hardware. Rapid progress in tool-form agents. Semi-autonomous research assistants. Significant shift in scientific productivity.
Low-Acceleration / Regulated Path
ConservativeStrict compute caps, global licensing, slower innovation, strong safety constraints.
Wildcards
High UncertaintyEnergy breakthroughs, new algorithmic paradigms, brain-computer interfaces, digital deflation, catastrophic misuse, or governance shocks.
The creases: 17 constraints
All constraints2 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.
Core documents
Baseline model
Evidence-based trajectories for AI development: capability paths, alignment, hardware, socioeconomic impacts, and scenario analysis.
SHEET 02Timeline predictions
When Kurzweil, Amodei, Altman, LeCun, Metaculus, and others expect AGI, ASI, and the Singularity.
SHEET 03Background theories
The constraint catalog: foundational limits from physics, economics, and systems theory that bound every prediction.
Software development milestones
YEAR-BY-YEAR CAPABILITY TRACK · 2025–2030
Revision record
All revisions| Rev | Description | Tags |
|---|---|---|
| 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 |