I am an independent research and programmer working at my own consultancy, Shapley Maximizers ÖU. I like to spend my time acquiring deeper models of the world, and generally becoming more formidable. I'm also a fairly good forecaster: I started out on predicting on Good Judgment Open and CSET-Foretell, but now do most of my forecasting through Samotsvety, of which Scott Alexander writes:
Enter Samotsvety Forecasts. This is a team of some of the best superforecasters in the world. They won the CSET-Foretell forecasting competition by an absolutely obscene margin, “around twice as good as the next-best team in terms of the relative Brier score”. If the point of forecasting tournaments is to figure out who you can trust, the science has spoken, and the answer is “these guys”.
I used to post prolifically on the EA Forum, but nowadays, I post my research and thoughts at nunosempere.com / nunosempere.com/blog rather than on this forum, because:
But a good fraction of my past research is still available here on the EA Forum. I'm particularly fond of my series on Estimating Value. And I haven't left the forum entirely: I remain subscribed to its RSS, and generally tend to at least skim all interesting posts.
I used to do research around longtermism, forecasting and quantification, as well as some programming, at the Quantified Uncertainty Research Institute (QURI). At QURI, I programmed Metaforecast.org, a search tool which aggregates predictions from many different platforms, which I still maintain. I spent some time in the Bahamas as part of the FTX EA Fellowship. Previously, I was a Future of Humanity Institute 2020 Summer Research Fellow, and then worked on a grant from the Long Term Future Fund to do "independent research on forecasting and optimal paths to improve the long-term." I used to write a Forecasting Newsletter which gathered a few thousand subscribers, but I stopped as the value of my time rose. I also generally enjoy winning bets against people too confident in their beliefs.
Before that, I studied Maths and Philosophy, dropped out in exasperation at the inefficiency, picked up some development economics; helped implement the European Summer Program on Rationality during 2017, 2018 2019, 2020 and 2022; worked as a contractor for various forecasting and programming projects; volunteered for various Effective Altruism organizations, and carried out many independent research projects. In a past life, I also wrote a popular Spanish literature blog, and remain keenly interested in Spanish poetry.
You can share feedback anonymously with me here.
Here is an endpoint that takes a google doc and turns into a markdown file, including the comments: https://docs.nunosempere.com. Useful for automation, e.g., I downloaded my browser history, extracted all google docs, summarized them, and asked for a summary & blindspots.
Here is the executive summary and few sections for this week's brief on global risks, by my team @ Sentinel.
Geopolitics: Trump/Putin summit in Alaska
Trump and Putin met in Alaska to discuss the Ukraine war. Before the summit, forecasters estimated a 27% (15% to 40%) probability of a ceasefire by October 1. After the summit, our forecast dropped to a 9% probability (2% to 30%).
Before the summit, Zelensky told his European counterparts that he would be willing to formally cede territory that Russia already occupies in exchange for freezing the conflict along the current frontlines, while Putin was demanding that Ukraine withdraw its troops from the entirety of the Donbas in exchange for a freeze everywhere else (a demand Zelensky rejected). Trump also threatened “severe consequences” for Russia if a ceasefire wasn’t agreed, presumably in the form of more military aid to Ukraine and further sanctions and secondary tariffs on Russia. Still, based on the failure of previous talks, our forecasts for the chance of a ceasefire were significantly below 50%, although the fact that Trump and Putin were meeting at all was setting high expectations (with Trump claiming a 75% chance that the summit would be successful).
After the summit, forecasters consistently reduced their estimates. Trump didn’t take the chance to exert pressure, with US Secretary of State Marco Rubio arguing that further sanctions would only prolong the war. Instead, Trump adopted Putin’s position of aiming for a comprehensive peace agreement, which would likely take much longer to achieve, as there are many issues to resolve. With Putin proposing a land swap (potentially slanted 10-to-1 in favour of Russia) that puts Russian soldiers on the Kyiv side of the extensive defensive lines Ukraine has built, some of our forecasters believe there is a big gulf between the two sides’ positions, a sentiment echoed by Rubio. Others think that withdrawal from the Donbas might be acceptable to Ukraine if there are robust security guarantees for Ukraine as part of a peace deal, most likely in the form of European boots on the ground in the country.
rest of the brief here.
My team at Sentinel produces a weekly brief on global risks. Here is the executive summary and forecasts for this weeks:
Key items this week are:
- Economy and trade: Trump announced new tariffs. US GDP growth is driven by AI capex spending while labor slumps. In response to an unfavorable labor report, Trump fired the commissioner of the US Bureau of Labor Statistics.
- Geopolitics: UK, France and Canada announced their intention to recognize a Palestinian state. Hunger is widespread in Gaza and might meet the technical definition of famine later this year, which could serve as a Schelling point for change.
- Biorisks: Crimean Congo haemorrhagic fever and Chikungunya are spreading. A paper on an AI pipeline for AI-aided discovery of antivirals provides hope for a favorable defense/offense balance change for AI.
- AI: Mark Zuckerberg wrote about personal superintelligence, and Google released a variant of an IMO gold medal model.
- And more: Drug-cartel operatives volunteered in Ukraine to gain experience with FPV drones, and prisoners in the UK are using drones to smuggle goods into prison.
We updated our forecasting estimates for the following;
- Will there be a famine in any part of Gaza by the end of 2025, according to the UN and its Integrated Food Security Phase Classification? In March, our aggregate estimate for this was 18%, it is now 41% (range 25% to 50%).
- Will there be a ceasefire between Israel and Hamas that lasts at least a week, beginning in the next 30 days? We estimated a 44% chance that this would happen a month ago, and it did not. We currently estimate that there is a 17% chance that one will happen in the next 30 days and last at least a week (range 12% to 25%).
- Will Israel and Hamas still be fighting at the end of the year? We estimated a 64% chance of this last month; we now estimate a 62% chance (range 35% to 75%).
- Will Meta have the most capable general purpose AI system internally, on 31 December 2025? In March, we produced estimates about which AI company this would be, with Meta bucketed under “other” (11%). Our current estimate for Meta achieving this is 8% (range 5% to 18%).
Our status is at green, representing that we aren’t seeing signals of incoming global catastrophic risks over the short-term.
Our status is at green, representing that we aren’t seeing signals of incoming catastrophic risks over the short-term.
You can read the rest of it & sign up here. We also appreciate retweets this week since we changed to this twitter account.
what it would mean in this context to be generally looking for global gray/black swans
Yes it's a bit tongue in cheeck, but the point of black swans per Taleb is that they would be so out of distribution that they'd be totally unforeseen. But if you have a foresight team, maybe you can detect some fraction of them beforehand... in which case maybe they were not true black swans after all. Maybe I should just go with "out-of-distribution threats"
My team at Sentinel produces a weekly brief on global risks. Here is the executive summary for this week:
Our status is at green, representing that we aren’t seeing signals of incoming catastrophic risks over the short-term.
You can read the rest of it & sign up here.
This is really cool!
Particularly interested in LW's speculation about distributed computing, and whether you could see the largest training run via that method over the next few years.
Thanks, yes.
I'm not saying anything the post isn't saying, I'm just pointing out that the forecasting/simple Bayesian tradition of knowledge really agrees with this post. You then have further arguments around the virtue of orienting the world around happy paths and normies, but still.
Makes me empathize with the defender :), but let me tell you, being interrogated in an airport for six hours trying to convince a US immigration agent that I'm an oddball not a danger is not fun
Nayib Bukele, leader of El Salvador, quote-tweeting "25% chance El Salvador's $BTC reserve is worth $1 billion before December
" with "I could do the funniest thing right now…"