Every original-thesis post this blog publishes has to commit to a dated prediction and say what would prove it wrong, or it does not get published. All of them are here, settled or not.
Past due, no verdict
said it would be true by 2026-06
By June 2026, at least one major AI incident in an under-reported category (e.g., environmental harm or overreliance) will be revealed through a non-traditional source (e.g., academic paper, whistleblower, or citizen report) that the trade press had missed entirely.
The argument it came from: The concentration of AI incident reporting in just five legal and security trade outlets means that the AI risk landscape is being shaped by the legal profession's and security vendors' interests, not by actual system failures, and this is systematically hiding the most consequential risks like overreliance and environmental harm.
What would prove it wrong: No such incident emerges, and the trade press continues to be the primary source for all consequential AI incidents.
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Open
said it would be true by 2027-08
By 2027-08, at least one major agentic AI vendor will disclose a security incident where an API key compromise led to cascading access across multiple downstream systems, and this incident will be the first to be reported in both the security and governance news feeds simultaneously, marking the convergence of the two communities.
The argument it came from: The security community's top concern — 'Your AI's API Key Is a Master Key' and 'Supply Chain Attack' (6 articles) — points to a risk that governance frameworks do not address: AI systems inherit the access rights of the tools they invoke, so a single compromised API key in an agentic workflow can trigger cascading failures across multiple systems, and this is a governance gap that will be exploited before the 2028 EU AI Act embedded high-risk obligations take effect.
What would prove it wrong: If no such cascading API-key incident is disclosed by mid-2027, and the governance and security feeds remain disjoint on this topic, then either the risk is lower than the security community believes or the governance community is even more disconnected than argued.
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Open
said it would be true by 2027-03
By 2027-03, at least one major EU-based AI developer will publicly announce a reduction in generative AI features for EU users, citing the NCII/CSAM ban's compliance burden, and will relocate development to a non-EU jurisdiction.
The argument it came from: The EU AI Act's NCII/CSAM ban (effective 2026-12-02) will create a 'false positive crisis' for legitimate AI developers, because the ban's strict liability for generating prohibited content will force developers to over-filter outputs, and the incident data shows that 'genai' stories have dropped by 8 in the last 45 days—evidence that developers are already self-censoring, which will suppress legitimate use cases and drive innovation offshore.
What would prove it wrong: No such announcement occurs, and EU-based generative AI usage and development continues to grow at the same rate as before the ban.
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Open
said it would be true by 2027-12
Enterprise legal spend on AI compliance documentation will grow by over 50% while internal technical audits of AI models decrease.
The argument it came from: The divergence between compliance stories rising and governance stories plunging proves that enterprises are treating regulatory deadlines as paperwork exercises rather than security upgrades.
What would prove it wrong: If enterprise budget allocations show technical audit spending growing faster than legal documentation spending in annual risk surveys through 2027
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Open
said it would be true by 2027-12
By 2027-12-02, at least one major enterprise enforcement action under EU AI Act Annex III will target a multi-agent orchestration failure where no single vendor or deployer can be assigned sole accountability.
The argument it came from: Multi-agent systems will become the primary vector for untraceable corporate liability because current governance frameworks treat agents as single-instance tools rather than distributed supply chains.
What would prove it wrong: If all EU AI Act Annex III enforcement actions prior to this date name single-vendor, monolithic AI systems without multi-agent handoffs.
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Open
said it would be true by 2027-02
By 2027-02, the average salary for an AI model-risk validator in North America will have risen by at least 25%, and at least 20% of OSFI-regulated institutions will publicly warn of compliance delays.
The argument it came from: The OSFI Guideline E-23, effective 2027-05, will force Canadian financial institutions to treat AI models as regulated 'models' under existing model-risk management, and this will create a talent bottleneck that drives up compliance costs by 40% for early adopters, a cost that is not being budgeted for.
What would prove it wrong: If salaries rise less than 10% or no institution warns of delays, the talent bottleneck is overstated.
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Open
said it would be true by 2028-08
By 2028-08, the first major regulatory enforcement action under EU AI Act Annex III high-risk rules will target a robustness or overreliance failure rather than a data privacy leak.
The argument it came from: The absolute silence around model robustness and overreliance in incident feeds is a false-security artifact created by the fact that top-tier outlets prioritize privacy leaks over silent capability failures.
What would prove it wrong: If all EU AI Act Annex III enforcement actions prior to August 2028 are exclusively privacy or data governance violations.
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Open
said it would be true by 2027-01
By 2027-01, at least one major AI governance framework will add 'memory manipulation' or 'agent tool invocation' as a named risk category, directly borrowing from security research.
The argument it came from: The security community is 18 months ahead of the governance community on AI risk, and the gap is not a lag but a structural misalignment: security writes about actively exploited vulnerabilities and supply chain attacks, while governance writes about privacy and fairness, meaning the risk teams are defending against yesterday's threats while the attackers have already moved to agentic and memory-based attacks.
What would prove it wrong: If governance frameworks continue to ignore these attack vectors, the structural gap claim is overstated.
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Open
said it would be true by 2027-09
By Q3 2027, more than 50% of major AI security breaches reported in trade press will originate from compromised data science notebooks or unmanaged API keys rather than prompt injection or algorithmic bias.
The argument it came from: Security teams are tracking active exploitation of API keys and data science notebooks while governance frameworks are writing policies about fairness and bias.
What would prove it wrong: If prompt injection and algorithmic fairness issues account for the majority of reported enterprise AI breaches in public databases by Q3 2027.
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Open
said it would be true by 2027-04
By 2027-04-01, legal commentary and CPPA guidance will reveal that companies with large language models are claiming they are exempt from ADMT opt-out requirements by asserting 'human-in-the-loop review,' while companies with simpler automated scoring systems are being forced to comply—and the ratio of ADMT exemption claims for neural models vs. rule-based systems will be at least 3:1 in published compliance guidance.
The argument it came from: The 2027 California ADMT opt-out and pre-use notice requirements will create a perverse incentive for companies to deploy less transparent, less explainable AI models—because a model that cannot articulate why it made a decision is easier to claim is 'not subject to ADMT' than a rule-based model whose logic is auditable and therefore demonstrably automated.
What would prove it wrong: If the CPPA's final ADMT regulations explicitly state that any model that generates a decision affecting a consumer is subject to opt-out regardless of human review, and companies with black-box models are found to be complying at the same rate as those with transparent systems, this claim is wrong.
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Open
said it would be true by 2027-06
By 2027-06, at least one major AI governance framework will explicitly incorporate MITRE ATLAS techniques into its risk taxonomy, and public incident reporting will start citing these techniques.
The argument it came from: The attack techniques with documented real-world cases (e.g., LLM Prompt Crafting, 22 cases) are absent from the news window because the governance world is focused on privacy and fraud, not on the adversarial techniques that security teams are actively tracking—and this gap means governance frameworks are being built on the wrong threat model.
What would prove it wrong: If no major framework or regulator references ATLAS techniques by then, the misalignment is not being corrected.
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Open
said it would be true by 2027-03
By 2027-03, at least one major breach involving AI agent tool invocation (where an attacker, not a user, triggered an agent to exfiltrate data or transfer funds) will be disclosed in security press, and it will be initially misclassified as a 'multi-agent failure' or 'user error' in at least one governance-oriented publication.
The argument it came from: The MITRE ATLAS technique 'AI Agent Tool Invocation' (AML.T0053, 15 documented real cases) is the single most under-reported attack vector relative to its real-world prevalence, and the 70 stories on multi-agent risks in our feed are mostly about agent failures, not about attackers deliberately invoking agent tools to cause harm — meaning governance teams are preparing for accidents when they should be preparing for targeted abuse.
What would prove it wrong: If no such attack is disclosed by 2027-03, or if all disclosed agent-tool attacks are correctly attributed to external attackers in first reporting, then the framing gap is not as severe as claimed.
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Open
said it would be true by 2028-08
By 2028-08, when the EU AI Act Annex I embedded high-risk obligations apply, at least two major industrial AI deployments will face sudden regulatory halts due to unmeasured robustness failures that never appeared in prior incident feeds.
The argument it came from: The absence of reporting on environmental harm and system robustness is a structural failure of incident databases, not an indicator of zero risk.
What would prove it wrong: If all regulatory halts or enforcement actions under EU AI Act Annex I prior to August 2028 stem exclusively from risks already tracked in current top-five incident categories.
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Open
said it would be true by 2027-03
By 2027-03, public governance incident reports will continue to decline even as total internal AI incidents (as measured by corporate disclosures in securities filings) rise.
The argument it came from: The steep decline in governance-related AI incident reporting is not a sign of improvement but a leading indicator that organizations are shifting incident disclosure from public channels to private legal and compliance workflows ahead of enforceable deadlines.
What would prove it wrong: If public governance incident reports increase while compliance reports also rise, the shift hypothesis is wrong.
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Open
said it would be true by 2027-07
By July 2027, at least 40% of major enterprise AI security breaches will stem from robustness failures categorized as non-existent in current governance frameworks.
The argument it came from: Security intelligence briefings show 25 active ai-security articles while governance feeds report zero robustness stories, proving that technical exploitability is completely decoupled from enterprise risk registers.
What would prove it wrong: If enterprise AI incident disclosures attribute less than 10% of breaches to robustness or capability failures in published post-mortems through July 2027.
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Open
said it would be true by 2027-09
By 2027-09, a leaked internal document from a Fortune 500 company will show overreliance incidents were tracked internally but excluded from public incident reports, and this will trigger a class-action lawsuit.
The argument it came from: The 0 stories on 'Overreliance and unsafe use' (MIT AI Risk Repository 5.1) in 180 days is not a data gap but evidence that governance teams are actively suppressing this risk class because acknowledging it would invalidate their own AI literacy training programs, which are the primary compliance output they sell internally.
What would prove it wrong: If no such leak or lawsuit occurs by that date, and no regulator questions the absence of overreliance reporting, the prediction fails.
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Open
said it would be true by 2027-03
By early 2027, at least two major AI incidents will be revealed to have been reported as 'compliance issues' in 2026, with the underlying vulnerability still unpatched.
The argument it came from: The collapse in reported AI incident volume (from 450 to 344 stories) is not a decline in risk but a migration of incidents into the 'compliance' category, indicating that organizations are re-labeling failures to fit regulatory checklists rather than fixing underlying system flaws.
What would prove it wrong: If a retrospective audit of 2026 incident reports shows no systematic re-labeling from governance to compliance categories.
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Open
said it would be true by 2028-02
By February 2028, at least two of the Big Four accounting firms will formally combine their AI governance and cybersecurity risk practices into a single unified service line.
The argument it came from: Security intelligence briefings warning that 'Hackers want your AI brains more than your bitcoin' will force the merger of traditional CISO vulnerability management with model risk governance by early 2028.
What would prove it wrong: Public corporate restructurings showing continuous separation of AI governance and cybersecurity advisory practices among all Big Four firms through February 2028.
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Open
said it would be true by 2028-01
Publicly disclosed internal AI algorithm failures by Fortune 500 companies operating in California will decline by at least 25% in the twelve months following the January 2027 CPPA effective date.
The argument it came from: The impending enforcement of the California CPPA ADMT rules in early 2027 will cause enterprises to aggressively suppress internal AI incident logging to avoid creating discoverable compliance evidence.
What would prove it wrong: If public disclosures of internal AI algorithm failures by Fortune 500 companies increase or remain flat through January 2028.
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