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21%

By Q3 2026, at least two frontier labs publicly disclose a separately-priced 'gated cyber' or 'gated security' SKU with revenue commentary, formalizing capability-gating as a product line.

Probability history

0%25%50%75%100%05-0109-06deadline

Called at 60% on May 1, 2026. Repriced 1 time; now 21%. 24 days to deadline.

How the number was built

Final method: stacked-fixed-weights (resolved n=57 < 80). Each rung is an independent estimate; the final is a stacked combination.

Stated (issue date)60%
Reference class (n=29)50%
Recalibrated53%
Feature model43%
Council7%
Final21%

Drivers

  • Reference class qtype:disclosure runs 0.50 (n=29) vs stated 0.60.
  • Hierarchical calibration moves stated 0.60 to 0.53 (lens software, kappa_stated=24.0, kappa_lens=200.0).
  • Feature model at 0.43: conjuncts=1, named disclosure=True, horizon=152d.
  • Council of 5 at 0.07 with dissent.

Cautions

  • 1 cited URL(s) failed verification and were dropped.

Council

5 personas across 2 models, aggregated by extremized log odds mean. Dissent: semiconductor-supply-chain-analyst at 0.36 vs grid-and-power-economist at 0.05: The strict requirement is harder than general cyber-product availability: two frontier labs must each document a distinct paid SKU that is also gated. / As of September 2026, there is no public evidence of two distinct frontier labs (such as OpenAI, Anthropic, Google, or Meta) commercially offering separately...

5%

grid and power economist · gemini/gemini-3.5-flash

As of September 2026, there is no public evidence of two distinct frontier labs (such as OpenAI, Anthropic, Google, or Meta) commercially offering separately-priced, gated cybersecurity-specific model SKUs. While safety frameworks (e.g., Anthropic's RSP) detail theoretical gating protocols for high-risk cyber capabilities, actual deployments remain internal or within standard enterprise API structures. Existing products like Google's Security AI Companion are standard enterprise defensive tools, not gated dual-use cyber offerings. With only 24 days remaining in the tracking period and the ambiguity policy resolving against the forecaster, a positive resolution is highly improbable.

36%

semiconductor supply chain analyst · openai/gpt-5.6-sol

The strict requirement is harder than general cyber-product availability: two frontier labs must each document a distinct paid SKU that is also gated. Labs often keep advanced cyber agents in previews or bundle security features into enterprise/API plans, neither of which clearly qualifies. With only 24 days left, two fresh qualifying disclosures are unlikely; the main path is that qualifying products have already appeared but are absent from the supplied digest. Ambiguity over whether cloud-security suites count as frontier-lab products further lowers resolution odds. This is below the original 0.6 and the software/disclosure base rates because of the two-lab and separate-pricing requirements.

5%

capital markets credit analyst · gemini/gemini-3.5-flash

With only 24 days remaining until the September 30, 2026 deadline, there is no public evidence of two distinct frontier labs (such as OpenAI and Anthropic) offering separately priced, gated cybersecurity SKUs on their pricing pages or blogs. While cloud partners offer security-focused integrations (like Microsoft Copilot for Security), these do not qualify as separately SKU'd gated-cyber products from two distinct labs. Given the tight remaining window and the strict ambiguity policy, the probability of this resolving positively is very low.

22%

superforecaster statistician · openai/gpt-5.6-sol

I use the lens:software base rate of 0.452, consistent with the >90-day rate of 0.400. I adjust downward because resolution requires two distinct labs, separate SKUs, gating, pricing, and qualifying public disclosures—not merely cyber features or restricted model access. With only 24 days left, the supplied digest provides no verifiable qualifying disclosure from even one lab, though it is not a comprehensive product-page search. Ambiguity resolves against the forecast. The forecaster’s 0.60–0.69 band has realized 0.556 versus mean stated 0.663, indicating overconfidence and reinforcing the reduction.

28%

geopolitics regulation analyst · openai/gpt-5.6-sol

The exact criterion is demanding: two distinct frontier labs must publish cyber-specific, gated products with separate SKUs or pricing, not merely safety controls, security features, pilots, or enterprise access. The supplied digest shows continued model activity but no qualifying commercial disclosures. With only 24 days left, two independent documented launches are unlikely unless at least one already exists outside the digest. The software base rate is 0.452, while the forecaster’s 0.60–0.69 calls have realized below stated confidence. Strict ambiguity treatment further lowers the estimate.

Evidence the engine used

direct · undated

Home \ Anthropic

Cited by capital-markets-credit-analyst: With only 24 days remaining until the September 30, 2026 deadline, there is no public evidence of two distinct frontier labs (such as OpenAI and Anthropic) offering separately priced, gated cybersecurity SKUs on their pricing pages or blogs. While cloud partn