Episode summary
Nathan Labenz and Prakash Shankar host AI in the AM with guest Dan Schwartz, CEO of FutureSearch, discussing the breakthrough moment in AI forecasting capabilities. Schwartz claims AI forecasters have reached superhuman performance in the last six months, matching or exceeding top human superforecasters on multiple benchmarks including ForecastBench and Metaculus tournaments. Scott Alexander recently validated these claims in a post titled 'The AI Superforecasters Are Here.' FutureSearch has been making hundreds of real-money trades on prediction markets like Polymarket and Kalshi using pure forecasting edge, not arbitrage or market-making. The episode also covers a major $160 million grant to Jeffrey Irving's Resolution AI safety nonprofit from Coefficient Giving, representing the largest known funding to an independent safety organization. Schwartz reveals that both OpenAI and DeepMind previously hired human superforecasters to evaluate GPT-4 and Gemini releases respectively. The hosts discuss controversial statements from Roon about tool AI being outcompeted by autonomous agents that will eventually execute human value systems better than humans themselves. Schwartz argues forecasting provides the only renewable source of training data as models surpass human experts, since ground truth emerges simply by waiting for future events to resolve. The episode explores implications for AI safety, financial markets, decision-making, and the coming transition to AI systems that may reason about the future in fundamentally alien ways. The conversation also touches on Fable's improved code management capabilities and the hosts demonstrate their new voice AI co-host Q live on the stream.