Was Aschenbrenner
Right?
In June 2024, Situational Awareness predicted AGI by 2027. Two years in, we grade every prediction against reality — what's on track, what's wrong, and what's still open.
62.5 AGI-2027 Thesis TrackerOne auditable score for the whole bet · /100 → 3 on track 1 wrong 2 open 2 pendingTarget: January 1, 2027 · Based on Aschenbrenner's "Counting the OOMs" analysis · Not a precise prediction — a focal point for tracking
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Source: Epoch AI public estimates + Aschenbrenner analysis. Dashed bar = projection.
The Scorecard — Every Prediction vs Reality
Source: situational-awareness.ai · Verdicts based on public retrospectives & benchmarks
The 2027 clock is ticking.
Get each verdict change the week it happens — free, no hype, just signal.
His 2027 vs everyone else
Definitions of "AGI" vary by forecaster — direct comparison is approximate. Notably, expert medians have compressed from ~2060 to ~2033 in six years.
Changelog — proof this scorecard is alive
Logged Anthropic's reversal of Fable 5's silent restrictions on frontier-LLM development — flagged requests now visibly fall back to Opus 4.8 with notification. Recorded as evidence context under the open-source / moat verdict (capability gating proved hard to sustain even for one release cycle). No grade change.
Published the full two-year analysis with pre-registered flip conditions. Revenue framing expanded to cite both Harris's evaluation (~$60B most generous) and spring-2026 lab reporting (OpenAI ~$25B+, Anthropic ~$19–20B annualized) following EA Forum discussion.
Scorecard launched at the essay's two-year mark: 3 on track, 1 wrong, 2 open, 2 pending.
Frequently asked questions
Was Aschenbrenner right about AGI by 2027?
Partially on track as of mid-2026. Compute scaling has roughly held, AI investment has exceeded his projections, and frontier models perform at or above the level he predicted for 2025/26. But full AGI — models autonomously doing AI research — remains unconfirmed, and his call that open-source would fade has been clearly wrong. See the full verdict →
What is Situational Awareness?
A 165-page essay published in June 2024 by former OpenAI researcher Leopold Aschenbrenner, predicting AGI by 2027, an intelligence explosion to superintelligence by decade's end, trillion-dollar compute clusters, and a US-China race over AI. Aschenbrenner went on to found Situational Awareness LP, a hedge fund now managing over $5 billion. Track every prediction →
How far behind are Chinese AI labs?
As of 2026, open-weight models like DeepSeek V4 and Qwen 3.7 Max trail the proprietary frontier by an estimated 3–6 months — much closer than Aschenbrenner's framework assumed, driven by aggressive open-weight releases and dramatically lower pricing. Why this is his clearest miss →
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