ExogenousAI

Aheli Poddar

Current AI capability forecasting methodologies, including EpochAI's Direct Approach and Biological Anchors framework, primarily rely on internal metrics such as training compute and scaling laws while assuming stable external development environments. This work introduces ExogenousAI, a novel framework that integrates external macroeconomic, geopolitical, and supply chain indicators with traditional compute-based models to forecast AI capability timelines. Drawing methodological inspiration from cross-market forecasting in financial econometrics, we demonstrate that policy interventions—including export controls, compute governance, and international collaboration shifts—exhibit quantifiable impacts on AI development trajectories.

Our proof-of-concept implementation analyzes policy events (2020-2025) through event study methodology using real TIGER-Lab MMLU-Pro benchmark data spanning 16 months (July 2023 - December 2024). Using Monte Carlo simulation with 10,000 iterations per scenario, we project AGI timelines under four policy scenarios, revealing convergence to 2027 median across all scenarios with 95% confidence intervals spanning 2026-2030. We decompose AI timeline uncertainty into technical (76.9%), economic (23.1%), and policy (0.0%) components, demonstrating that under current strong growth trends (+25.5% annually), policy interventions affect probability distributions (80.8%-90.8% within 5 years) but not central estimates. This work provides policymakers with actionable early warning indicators and establishes a foundation for real-time AI progress monitoring systems that account for exogenous shocks.

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Cite this work

@misc {

title={

(HckPrj) ExogenousAI

},

author={

Aheli Poddar

},

date={

11/2/25

},

organization={Apart Research},

note={Research submission to the research sprint hosted by Apart.},

howpublished={https://apartresearch.com}

}

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This work was done during one weekend by research workshop participants and does not represent the work of Apart Research.
This work was done during one weekend by research workshop participants and does not represent the work of Apart Research.