Other forecasters have already voiced the concerns I share the timeframe being too short and LLMs requiring a high degree of due diligence before approval is granted.
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Why do you think you're right?
Why might you be wrong?
Some sort of sudden collaboration between AISI or equivalent or fast tracking of approval?
Why do you think you're right?
On re-evaluation, I think that there is going to be some slowdown on the European front, especially with the new US admin posturing forcing the EU to be more self reliant. To add to this the new conflict in Sudan might create more instability in the broader Mediterranean region, prompting more investment there.
I think that the final tally will be in the ~28-30 billion range
Why might you be wrong?
If current trends continue as per my last comment then more than 30 is also likely to happen.
Why do you think you're right?
Feels quite unlikely in this climate with peace proposals floating around.
Why might you be wrong?
Sudden show of resilience?
Why do you think you're right?
Updating
Why might you be wrong?
NA
Power Forecaster - Nov 2025
Star Commenter - Nov 2025
Why do you think you're right?
No major changes as time grows short
Why might you be wrong?
NA
Why do you think you're right?
Thitinan Pongsudhirak, professor of international relations at Chulalongkorn University in Bangkok, said the shooting shows "the conflict is spreading, expanding."
He believes that the ceasefire deal "for all intents and purposes is finished and was weak to begin with."
Ou Virak, founder and president of Future Forum, a Phnom Penh based think tank, said the strains and underlying grievances are "certainly not going to die down."
He stressed that Thailand's expected general election early next year and rising nationalistic fervor in Cambodia will make it difficult for both sides to dial down the tensions and turn the focus away from the border spat.
"The best outcome would likely be a continuation of the status quo for the next three or four months," Virak told DW.
Links: https://www.dw.com/en/whats-next-after-thailand-suspends-cambodia-ceasefire-pact/a-74750938
The point about the elections and the People's Party's incoming dissolution of parliament seems potent, and a party might start a conflict to distract. However, this election will only happen on 29 March 2026.
Why might you be wrong?
NA
Why do you think you're right?
With the massive compute investments, some company is bound to do this in the short term in the US.
Probably for non-US entities, there are going to be more restrictions, such as problems with chip access and publicizing their computing access. It also seems like China is playing the AI adoption game rather than the scaling for AGI game. So there is always a lag for Chinese models.
Why might you be wrong?
I might be wrong if there is some problem with the efficiency of adding more compute(marginal returns diminishing, for example). Another thing that comes up is the compute efficiency frontier.
Another reason might be the additional electricity required (although all companies seem to have safeguarded their access to grids by building data centres and often launching their own renewable energy projects to facilitate this.
Another reason why this might not come to pass is if it invites regulatory scrutiny or criticism. For example, some sort of a federal restriction or reporting requirement or military application might promote a stealthier approach.