Labs agree to pace the frontier and share evaluations; progress continues under a coordinated speed limit.
Probability this branch occurs by 2030
15–28%
15–28%
1 revision · 0/2 tripwires crossed
The scenario
The leading labs, prompted by insider alarm and two undisclosed agent breakouts, agree to a pacing framework: shared red-teaming, external evaluator access at employee level, staged capability releases and a joint incident registry. Governments bless it rather than lead it. Capability still advances, but the gap between "what exists" and "what has been tested" narrows. Critics call it a cartel; supporters call it the only brake that could be applied fast enough.
Preconditions
At least three frontier labs sign a verifiable pacing agreement
An external body (AISI, a consortium, or a treaty organ) gets pre-release access
Antitrust authorities tolerate the coordination
Leading indicators
Joint lab statements move from principles to named mechanisms with dates
Frontier releases resume being tested by AISI-type bodies before launch
Public incident registry launched and populated
Tripwires
Observable thresholds. When one crosses, the scenario's status changes and the weekly re-run is brought forward.
clearma-t1
A written multi-lab pacing agreement with an external verifier is signed
Flips this branch to active.
clearma-t2
A signatory lab ships a frontier model without the agreed pre-release testing
Collapse signal.
Playbook
Prevent
Not applicable: this is a branch to steer toward.
Detect
Weekly: track lab governance statements and evaluator-access announcements.
Respond
individuals
Support and cite the labs and legislators who back verification, not just pacing rhetoric
organizations
Align internal deployment gates with the agreed frontier testing tiers; you inherit their safety margin
Join or fund independent evaluation consortia
governments
Provide the antitrust safe harbor explicitly, conditioned on external verification
Fund the evaluators; a pacing agreement without a funded verifier is a press release
Recover
If the agreement collapses, treat it as a reversion to Lab Takeoff and apply that playbook immediately.
Steering signals · what moves probability toward this branch
Public pressure that rewards verification over promises
Insider disclosure protections at frontier labs
Funded, technically credible external evaluators
Probability history
Every change is logged with its reason and the signals that drove it. Moves are bounded per week; a jump beyond the bound is flagged as a shock.
Probability range over time
Your estimate
Disagree with our range? Set yours. Estimates feed a community view that appears once enough people weigh in, and the weekly run reads the gap between our number and yours.
22%
2026-09-16
15–28%
seed
Seed estimate. Set to "watch" because in one week Anthropic's CEO called for pacing, OpenAI's CEO told staff the company is open to it, and Musk endorsed it. Talk is not a treaty; the range stays wide until a signed mechanism with external verification exists.
Amodei essay: 'We must slow the pace at which we improve the capabilities of AI models'
Calls for slowed capability gains, employee-level access for external evaluators, mandatory frontier testing and tighter chip controls; warns rogue agent swarms could take over large parts of the internet within 6–12 months. Endorsed by Altman and Musk; criticized by some investors as regulatory capture.