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Fellowship Syllabus

Strategy and Forecasting

As frontier models grow more capable and the cost of frontier-level performance continues to fall, transformative AI is approaching quickly. Navigating it well requires a coherent picture of where AGI is headed, one that integrates technical progress with the political dynamics of an AGI arms race. This reading and discussion group is dedicated to building shared understanding around the crucial questions of transformative AI. Fellows engage in forecasting informed by scaling laws, threat modeling, and a tabletop wargame exercise, culminating in each fellow writing their own AGI takeoff scenario.

Week 01

Benchmarking Progress and Forecasting

How do we track AI capability progress, and how good are we at predicting it? Why is forecasting AI valuable? Fellows open the quarter with calibration exercises on concrete AI milestones and are introduced to the scenario-writing framework that threads through the program.

Week 02

Narrative Forecasts and Timelines

How do we reason about discontinuous or high-stakes futures? What makes a scenario analytically useful rather than merely aesthetically compelling? Fellows dissect existing narrative forecasts, rate specific claims on internal consistency and empirical grounding, and identify the assumptions that seed their own scenario drafts.

  • AI 2040

    The AI Futures Project's narrative forecast of AI development through 2040, built around a verification plan involving compute governance.

  • Broad Timelines

    Toby Ord's thoughts on how to reason about AGI timelines.

Week 03

Recursive Self-Improvement and Takeoff

What mechanisms could produce fast takeoff? What are the cruxes between a slow, detectable transition and a fast, catastrophic one? Fellows map their top empirical cruxes about takeoff speed and draft the opening world-state of their own scenarios.

  • When AI Builds Itself

    Anthropic's argument, using public benchmarks and previously unreported internal data, that AI is already accelerating AI development.

  • Where I Agree and Disagree with Eliezer

    Paul Christiano's point-by-point response to Eliezer Yudkowsky, mapping the key disagreements about takeoff and doom.

Week 04

Planning For Safety

What's the threat model? What solution classes exist, and what are their failure modes? Fellows map specific failure modes, such as deceptive alignment, onto candidate plans and examine how hard misalignment is to measure in the first place.

Week 05

Governing Frontier Development

What are the realistic levers for reducing risk at the policy level, and where do they conflict? Fellows stress-test policy recommendations by arguing against them from the perspectives of specific actors, and add the inciting decision point to their scenarios.

Week 06

Envisioning Positive Worlds

What are we working toward, not just against? Fellows present their own scenarios — or structured critiques of existing ones — with feedback on the key claim, the best objection, and what evidence would change their view.

Week 07

Tabletop Exercise

A longer capstone session. The tabletop exercise simulates the development and geopolitical implications of advanced AI from late 2027 through 2028, and participants assume roles such as the President of the United States, foreign nations, or employees at a frontier AI lab.

  • AI 2027

    The narrative scenario the exercise is based on.