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2026 prediction thread

As we roll into the end of 2025 I think it'd be good to have a thread in the rationalist tradition of putting down predictions with confidence ratings for 2026. Feel free to take the my list and making your own predictions off them and/or add new things to predict and I'll add them to the op with my own prediction. I'll put my predictions in spoilers at the end. Feel free to critique other people's predictions but for fairness if you're going to say someone's prediction is wrong you should supply your own odds as well. Of course let me know if any of these categories are under defined.

By December 31st 2026

AI:

  1. Yudkowski declares AGI/ASI Achieved
  2. We have federal regulation passed through congress to regulate AI
  3. Anthropic announces IPO
  4. A Chinese model is released that is widely considered to be the best coding model(not just on price per token)
  5. AI System wins an award for a significant contribution in mathematics
  6. A lab releases a fully autonomous drop-in worker agent that at least five fortune 200 companies implement
  7. OpenAI revenue exceeds $30 billion
  8. A frontier lab experiences a security incident that requires public disclosure

US Domestic politics:

  1. Democrats have a majority in the House
  2. Democrats have a majority in the Senate
  3. Trump Approval rating exceeds 50% at any point
  4. A government shutdown exceeds 14 days
  5. total deportation in 2026 exceed 500k
  6. Mamadani implements fare free busses city wide
  7. Mamdani implements at least three state run grocery stores
  8. Trump is impeached
  9. A Major political figure is assassinated(Congress/SCOTUS Judge/Executive cabinet member)

Wars:

  1. Israel-palestine conflict reignites
  2. Ukraine war ceasefire lasts greater than 30 days at any point
  3. China invades Taiwan
  4. US officially at war with Venezuela at any point

China:

  1. Official GDP growth below 4%
  2. Youth unemployment (16-24) reported above 15% at any point in 2026
  3. Major Chinese property developer (top 20) enters formal bankruptcy
  4. SMIC achieves volume production at 5nm or below

Economics:

  1. US enters recession (2 consecutive quarters negative GDP growth)
  2. S&P 500 higher on 12/31/26 than 12/31/25
  3. US unemployment rate exceeds 5% at any point
  4. Bitcoin above $150k at any point
  5. YoY inflation exceeds 4%

Technology:

  1. Starship upper stage (Ship) successfully lands (caught or propulsive landing)
  2. Blue Origin New Glenn completes 5+ successful launches
  3. Tesla releases vehicle with SAE Level 4 autonomy to consumers
  4. US approves new nuclear reactor construction (not SMR)

AI: 1. Yudkowski declares AGI/ASI Achieved: 10% 2. We have federal regulation passed through congress to regulate AI: 30% 3. Anthropic announces IPO: 60% 4. A Chinese model is released that is widely considered to be the best coding model(not just on price per token): 10% 5. AI System wins an award for a significant contribution in mathematics: 50% 6. A lab releases a fully autonomous drop-in worker agent that at least five fortune 200 companies implement: 30% 7. OpenAI revenue exceeds $30 billion: 80% 8. A frontier lab experiences a security incident that requires public disclosure:20% US Domestic politics: 1. Democrats have a majority in the House: 80% 2. Democrats have a majority in the Senate: 60% 3. Trump Approval rating exceeds 50% at any point: 10% 4. A government shutdown exceeds 14 days: 30% 5. total deportation in 2026 exceed 500k: 10% 6. Mamadani implements fare free busses city wide: 40% 7. Mamdani implements at least three state run grocery stores: 15% 8. Trump is impeached: 20% 9. A Major political figure is assassinated(Congress/SCOTUS Judge/Executive cabinet member):10% Wars: 1. Israel-palestine conflict reignites: 20% 2. Ukraine war ceasefire lasts greater than 30 days at any point: 20% 3. China invades Taiwan: 10% 4. US officially at war with Venezuela at any point: 20% China: 1. Official GDP growth below 4%: 25% 2. Youth unemployment (16-24) reported above 15% at any point in 2026: 30% 3. Major Chinese property developer (top 20) enters formal bankruptcy:40% 4. SMIC achieves volume production at 5nm or below: 10% Economics: 1. US enters recession (2 consecutive quarters negative GDP growth): 25% 2. S&P 500 higher on 12/31/26 than 12/31/25: 70% 3. US unemployment rate exceeds 5% at any point: 50% 4. Bitcoin above $150k at any point: 50% 5. YoY inflation exceeds 4%: 50% Technology: 1. Starship upper stage (Ship) successfully lands (caught or propulsive landing): 60% 2. Blue Origin New Glenn completes 5+ successful launches: 65% 3. Tesla releases vehicle with SAE Level 4 autonomy to consumers: 50% 4. US approves new nuclear reactor construction (not SMR): 30%

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Israel-palestine conflict reignites

Prediction: Sun rises tomorrow.

So 100%?