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Radar · Geopolitics and policy · T1 · 2027 · CALL

Congress preempts state AI laws by end-2027

A US federal statute signed into law on or before 2027-12-31 expressly preempts, or conditions federal funds on the non-enforcement of, state laws that specifically regulate the development or deployment of AI models.

CALLshiftindicators pendingregistered 2026-09-08US Congress

ClaimA US federal statute signed into law on or before 2027-12-31 expressly preempts, or conditions federal funds on the non-enforcement of, state laws that specifically regulate the development or deployment of AI models.
Consensus (implied)25%implied from Manifold, Federal AI preemption passes by January 3, 2027? · 2026-09-07
Distance+0.69log-odds · leans above consensus
My confidence40%80% CI 2555%
Engine32%-8 pts vs me · stacked-fixed-weights
Falsifies ifNo public law with qualifying preemption or funding-condition text is enacted on or before 2027-12-31.
HorizonDecember 31, 2027480 days · by end-2027 · Brier-scored

Why it matters

Whether AI is regulated by fifty legislatures or one decides compliance cost, where models get deployed first, and how much leverage the federal government has over the labs. Both parties want something from a preemption deal (industry wants uniformity, safety advocates want a federal floor), which is why a bargain is likelier than the 2025 moratorium fight suggested. The midterm calendar is the main reason to doubt it.

Probability over time

0%25%50%75%100%09-0709-0709-08deadline

Registered at 40% on September 8, 2026. Engine repriced 2 times; now 32%.

Leading indicators

Registered thresholds. Status is computed from the latest public reading.

Manifold community probability, federal AI preemption by 2027-01-03no data

probability

0.250.08no data yet

on track >= 0.25 · off < 0.08manual

connector returned no usable reading · checked 2026-09-07

States enacting AI laws in the calendar year (count)no data

states

3020no data yet

on track >= 30 · off < 20manual

connector returned no usable reading · checked 2026-09-07

What would move me

Would raise my number

  • The Obernolte-Trahan draft or a Senate counterpart formally introduced with bipartisan cosponsors.
  • A preemption title attached to must-pass legislation (NDAA, appropriations) in either chamber.
  • California or New York enacting a frontier-model law that triggers a federal response.

Would cut it

  • A federal court upholding a state AI law against the administration's litigation task force.
  • The 120th Congress opening with divided control and no AI bill on either leadership agenda.
  • Industry splitting on preemption scope, with developers and deployers lobbying against each other.

Council · 26%

6 personas on one model (openai/gpt-5.6-sol); other vendors were unavailable this run, so read this as one model's persona-averaged view.

27%

grid-and-power-planner · openai/gpt-5.6-sol

I use the reference class of federal technology and privacy bills seeking broad state-law displacement: proposals recur, but enactment is uncommon without agreement on a federal regulatory substitute. The remaining 119th Congress provides little legislative time, while 2027 adds one first-session opportunity and several must-pass vehicles. Partial preemption and funding conditions broaden the pathways, but the rule excludes easier, application-specific provisions. Senate procedural and federalism objections are substantial, and enactment—not committee passage—is required. Compounding an approximately 0.11 hazard through January 2027 with an approximately 0.18 hazard during the remainder of 2027 yields about 0.27. The 0.14 shorter-horizon market is compatible with this estimate; 0.40 appears high.

24%

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

My reference class is contentious technology-policy preemption enacted within roughly 16 months: most proposals stall, especially where federalism concerns create bipartisan resistance. The qualifying event also requires presidential enactment and broad AI-model/system language; narrow deepfake, child-safety, or sector-specific provisions fail the rule. A must-pass funding bill offers a plausible vehicle, and industry demand for national uniformity raises the chance above a typical standalone bill. However, both indicators provide no data, and the shorter-horizon market at 0.14 indicates limited near-term momentum. Extending through 2027 adds another legislative session, but not enough to support the forecaster’s 0.4.

27%

enterprise-cio · openai/gpt-5.6-sol

My reference class is controversial federal technology preemption enacted through must-pass or budget legislation. I assign roughly 0.14 through the 119th Congress, consistent with the thin quoted market, then a conditional 0.15 during 2027; compounding gives about 0.27. The funding-condition route and partial, sector-broad preemption expand the paths, while proliferating state rules create business pressure for uniformity. Against that, federalism opposition is bipartisan, Senate passage is a high hurdle, and 2027 is only the first year of a new Congress, when committee work and coalition-building often outrun enactment. The generic 0.389 structural prior likely underweights the claim’s specific text and deadline.

27%

credit-analyst · openai/gpt-5.6-sol

Reference class: controversial federal preemption proposals requiring enactment within roughly 16 months. The alternative funding-condition route and eligibility of partial, sector-wide preemption create plausible paths through reconciliation or must-pass legislation. But the claim still requires qualifying statutory text to survive both chambers and presidential action; executive pressure, litigation, studies, or application-specific rules do not count. Federalism concerns and a midterm-disrupted calendar reduce the annual enactment hazard. With no current indicator data, I place more weight on the shorter-horizon 0.14 market signal than on the generic 0.3889 timing prior, while allowing meaningful 2027 opportunity.

28%

geopolitics-policy-analyst · openai/gpt-5.6-sol

I use the reference class of contentious federal technology/privacy preemption proposals: enactment is uncommon without bipartisan committee support or attachment to must-pass legislation. The shorter-horizon market implies roughly 0.14 through the 119th Congress. Conditional on failure there, I assign about a 0.16 hazard during 2027, yielding approximately 0.28 cumulatively. State-law proliferation and industry demand for uniformity increase pressure, but broad AI preemption faces federalism objections, Senate constraints, and possible divided government after the midterms. The literal rule also excludes application-specific provisions and requires enactment, not merely House passage, executive action, or litigation.

24%

superforecaster-statistician · openai/gpt-5.6-sol

Base rate: I use 0.18 for enactment within roughly 16 months of a controversial federal technology bill overriding state regulation; broad US privacy and technology uniformity bills commonly stall despite industry support. I adjust upward because direct preemption or a federal-funding condition qualifies, partial model-development preemption counts, and the horizon spans parts of two Congresses. I adjust downward for bicameral passage, presidential enactment, federalism opposition, the midterm transition, and exclusion of application-specific provisions. The supplied 0.14 shorter-horizon market supports a low near-term hazard, though it is thin. No leading-indicator data or qualifying enacted text is supplied. The 0.3889 structural prior is too broad for this statutory threshold.

Engine prior

39% from reference-class:qtype:timing. ledger base rate, n=8, horizon 480d; the ledger has no multi-year history