Benjamin Todd: AI progress beat superforecasters over 18 months

ben_j_todd · x · 2026-10-26

Benjamin Todd reviews 18 months of AI progress and argues almost everyone underestimated it. Superforecasters and the public were furthest off; AI experts were closer but still too slow; only company leaders were slightly too optimistic. His own 2025 "AGI by 2030?" piece turns out to have been too conservative: the four drivers (pretraining, RL, test-time compute, agent scaffolding) are holding, but his trend-continuation capability numbers for end-2026 were too slow. Useful calibration: assume what CEOs say will happen in six months takes six to 18. He also notes robotics forecasts failing—median 2034 for a humanoid beating a human over 5km, yet humanoids broke the human half-marathon record in April 2026 and ran 100m faster than Bolt in August.

Related event: Ben Todd: AI Wasn't Overhyped—Almost Everyone Underestimated It(5 posts)→

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