Prominent AI researchers suggesting a decade-long path to AGI is now perceived negatively by markets. This signals a massive acceleration in investor expectations, where anything short of near-term superhuman AI is seen as a reason to sell, a stark contrast to previous tech cycles.
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The most immediate AI milestone is not singularity, but "Economic AGI," where AI can perform most virtual knowledge work better than humans. This threshold, predicted to arrive within 12-18 months, will trigger massive societal and economic shifts long before a "Terminator"-style superintelligence becomes a reality.
Silicon Valley insiders, including former Google CEO Eric Schmidt, believe AI capable of improving itself without human instruction is just 2-4 years away. This shift in focus from the abstract concept of superintelligence to a specific research goal signals an imminent acceleration in AI capabilities and associated risks.
In a significant shift, Elon Musk stated he now believes xAI has a chance to achieve AGI with its fifth-generation model, Grok 5. Coming from a key player who is rapidly scaling compute, this suggests the timeline for world-changing AI could be within the next few years.
The tech community's convergence on a 10-year AGI timeline is less a precise forecast and more a psychological coping mechanism. A decade is the default timeframe people use for complex, uncertain events—far enough to seem plausible but close enough to feel relevant, making it a convenient but potentially meaningless consensus.
A consensus is forming among tech leaders that AGI is about a decade away. This specific timeframe may function as a psychological tool: it is optimistic enough to inspire action, but far enough in the future that proponents cannot be easily proven wrong in the short term, making it a safe, non-falsifiable prediction for an uncertain event.
Many tech professionals claim to believe AGI is a decade away, yet their daily actions—building minor 'dopamine reward' apps rather than preparing for a societal shift—reveal a profound disconnect. This 'preference falsification' suggests a gap between intellectual belief and actual behavioral change, questioning the conviction behind the 10-year timeline.
The discourse around AGI is caught in a paradox. Either it is already emerging, in which case it's less a cataclysmic event and more an incremental software improvement, or it remains a perpetually receding future goal. This captures the tension between the hype of superhuman intelligence and the reality of software development.
The continuous narrative that AGI is "right around the corner" is no longer just about technological optimism. It has become a financial necessity to justify over a trillion dollars in expended or committed capital, preventing a catastrophic collapse of investment in the AI sector.
History shows a significant delay between tech investment and productivity gains—10 years for PCs, 5-6 for the internet. The current AI CapEx boom faces a similar risk. An 'AI wobble' may occur when impatient investors begin questioning the long-delayed returns.
Despite a growing consensus that AGI will arrive in 10 years, there is little evidence that people in the tech industry are significantly altering their personal or professional behavior. This suggests a form of 'preference falsification' where stated beliefs about a transformative future event don't align with current actions, indicating a disconnect or disbelief on a practical level.